Capital Flow Monitor · Placement agents
Saxony Securities, Inc.
Firm · None · CRD 115547
Real-estate raises
48
Lodging raises
0
All raises seen
60
Total offered
$3.3B
Licensed / soliciting in: AZ CA CO CT FL GA MD MT NC NJ OK OR TX
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-22 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 100.0% |
| 2026-07-17 | MDS 2026-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 40.4% |
| 2026-07-09 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 72.6% |
| 2026-07-08 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 98.2% |
| 2026-06-24 | MDS 2026-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 19.6% |
| 2026-06-18 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 58.1% |
| 2026-06-18 | CRP Affordable Housing Fund (Feeder) LLC NY | Other Real Estate | 506(c) | — | — |
| 2026-06-16 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 89.9% |
| 2026-06-09 | LSV Special Opportunities Fund VII, L.P. E9 | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-06-05 | Wolf Fork Minerals, LLC TX | Oil and Gas | 506(c) | $20.9M | 38.6% |
| 2026-06-04 | Wolf Fork Minerals, LLC TX | Oil and Gas | 506(c) | $20.9M | 38.6% |
| 2026-06-02 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 68.1% |
| 2026-05-22 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 44.5% |
| 2026-05-13 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 37.3% |
| 2026-05-12 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 54.0% |
| 2026-05-08 | NRMA Offshore Fund, Ltd. E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-05-06 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 32.2% |
| 2026-05-04 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 46.3% |
| 2026-05-01 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 26.9% |
| 2026-04-22 | BV Ernest Health Neuro Rehab DST TX | Other Real Estate | 506(c) | $77.7M | 45.9% |
| 2026-04-21 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 38.5% |
| 2026-04-21 | Starwood Multifamily Portfolio Exchange I, D.S.T. FL | Other Real Estate | 506(b) | $124.1M | 53.4% |
| 2026-04-13 | Starwood Multifamily Portfolio Exchange I, D.S.T. FL | Other Real Estate | 506(b) | $124.1M | 50.2% |
| 2026-04-08 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 20.7% |
| 2026-04-07 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 31.3% |
| 2026-03-30 | PG Manchester Industrial DST GA | Other Real Estate | 506(c) | $28.1M | 100.0% |
| 2026-03-30 | PG Omaha Landmark DST GA | Other Real Estate | 506(c) | $27.6M | 100.0% |
| 2026-02-05 | ALT Student Housing DST IL | Other Real Estate | 506(b) | $77.2M | 100.0% |
| 2026-01-13 | PG Omaha Landmark DST GA | Other Real Estate | 506(c) | $27.7M | 23.8% |
| 2026-01-13 | NexPoint Life Sciences III DST TX | Other Real Estate | 506(c) | $30.7M | 82.1% |
| 2026-01-08 | NRMA, LLC NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-01-08 | Net Return Fund, Ltd. E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-01-08 | Net Return Fund, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-12-30 | Castellan Holdings LLC NY | Other Real Estate | 506(b) | $15.0M | 68.7% |
| 2025-11-20 | NexPoint Life Sciences II DST TX | Other Real Estate | 506(c) | $40.5M | 100.0% |
| 2025-11-07 | NexPoint Life Sciences II DST TX | Other Real Estate | 506(c) | $40.5M | 97.7% |
| 2025-11-06 | PG Dallas Industrial DST GA | Other Real Estate | 506(c) | $27.9M | 100.0% |
| 2025-11-06 | NexPoint Storage VI DST TX | Other Real Estate | 506(c) | $45.3M | 100.0% |
| 2025-10-31 | Willow Crest Inflation Fund, LP NJ | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-20 | PG Phoenix West DST GA | Other Real Estate | 506(c) | $35.5M | 100.0% |
| 2025-10-07 | NexPoint Semiconductor Manufacturing DST TX | Other Real Estate | 506(c) | $136.9M | 100.0% |
| 2025-09-23 | Castellan Real Estate Fund II LP NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-09-22 | PG Ocean DST GA | Other Real Estate | 506(c) | $39.8M | 100.0% |
| 2025-09-09 | NexPoint Life Sciences II DST TX | Other Real Estate | 506(c) | $40.5M | 91.4% |
| 2025-08-11 | Florida Growth 1 DST AZ | Other Real Estate | 506(c) | $4.5M | 100.0% |
| 2025-08-06 | NexPoint Life Sciences III DST TX | Other Real Estate | 506(c) | $30.7M | 46.2% |
| 2025-08-06 | ExchangeRight Net-Leased Portfolio 66 DST CA | Commercial | 506(b) | $63.8M | 100.0% |
| 2025-08-06 | ExchangeRight Net-Leased Portfolio 65 DST CA | Commercial | 506(b) | $49.2M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 6 DST CA | Commercial | 506(b) | $23.3M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 5 DST CA | Commercial | 506(b) | $18.3M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 4 DST CA | Commercial | 506(b) | $22.9M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 3 DST CA | Commercial | 506(b) | $16.4M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 3 DST CA | Commercial | 506(b) | $16.4M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 2 DST CA | Commercial | 506(b) | $24.8M | 100.0% |
| 2025-08-04 | Columbia SC Student Housing DST IL | Residential | 506(b) | $128.7M | 100.0% |
| 2025-07-29 | HPI Real Estate Fund XIV LLC CT | Commercial | 506(c) | $200.0M | 90.6% |
| 2025-07-23 | CRP Affordable Housing Fund LLC NY | Other Real Estate | 506(b) | — | — |
| 2025-07-18 | NLCA DG Investment Grade Portfolio 1 DST NH | Other Real Estate | 506(c) | $36.0M | 77.7% |
| 2025-07-16 | Waveland Resource Partners VII, LP CA | Oil and Gas | 506(b) | — | — |
| 2025-07-03 | BOSTON LOGISTICS PROPERTY DST NH | Other Real Estate | 506(b) | $591.8M | 98.8% |