Capital Flow Monitor · Placement agents
Sean Whalen
Registered representative · Concorde Investment Services, LLC · CRD 4000934
Real-estate raises
5
Lodging raises
0
All raises seen
5
Total offered
$251.9M
Licensed / soliciting in: AZ CO CT DE FL GA MA MO NH NY TX WA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2025-10-14 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 40.5% |
| 2025-09-26 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 38.4% |
| 2025-09-12 | JLLX Louisville Logistics Center, DST IL | Other Real Estate | 506(b) | $88.2M | 100.0% |
| 2025-09-12 | JLLX Ardenwood I, DST IL | Other Real Estate | 506(b) | $32.8M | 100.0% |
| 2025-09-12 | JLLX Ardenwood II, DST IL | Other Real Estate | 506(b) | $56.7M | 100.0% |