Capital Flow Monitor · Placement agents

Richard M Benedetti

Registered representative · Newbridge Securities Corporation · CRD 4779697

Real-estate raises

2

Lodging raises

0

All raises seen

5

Total offered

$350.0M

Licensed / soliciting in: CA CO CT FL GA IA ID IL IN LA MI MN NY OR SC TX VA WA

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-10-02 Cottonwood Communities, Inc. UT Residential 506(b) $200.0M 83.4%
2026-06-01 InvestX Series (OPN-U5), a Series of InvestX Master LLC NY Pooled Investment Fund / Other Investment Fund 506(c) — —
2026-05-11 InvestX Series (OPN-U5), a Series of InvestX Master LLC NY Pooled Investment Fund / Other Investment Fund 506(c) — —
2026-04-24 InvestX Series (OPN-U5), a Series of InvestX Master LLC NY Pooled Investment Fund / Other Investment Fund 506(c) — —
2025-09-17 Cottonwood Communities, Inc. UT Residential 506(b) $150.0M 66.6%