Capital Flow Monitor · Placement agents
Sarah Beth Veloz
Registered representative · Wealthforge Securities, LLC · CRD 6221867
Real-estate raises
13
Lodging raises
0
All raises seen
13
Total offered
$841.6M
Licensed / soliciting in: CA DE FL LA NJ OR
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-30 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 85.8% |
| 2026-07-21 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 81.0% |
| 2026-07-10 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 74.2% |
| 2026-07-09 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 84.8% |
| 2026-06-26 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 70.5% |
| 2026-06-11 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 75.7% |
| 2026-05-29 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 63.0% |
| 2026-05-21 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 61.3% |
| 2026-05-14 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 59.0% |
| 2026-04-22 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 54.3% |
| 2026-03-30 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 42.7% |
| 2026-03-12 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 38.9% |
| 2026-02-27 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 27.0% |