Capital Flow Monitor · Placement agents
Steve Fortunato
Registered representative · Realta Equities, Inc. · CRD 7956338
Real-estate raises
14
Lodging raises
0
All raises seen
14
Total offered
$1.13B
Licensed / soliciting in: IL NY
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-09-28 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 100.0% |
| 2026-09-17 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 99.5% |
| 2026-08-27 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 95.3% |
| 2026-08-14 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 97.7% |
| 2026-08-07 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 93.6% |
| 2026-07-24 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 90.0% |
| 2026-07-09 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 82.9% |
| 2026-07-09 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 84.8% |
| 2026-07-01 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 57.2% |
| 2026-06-26 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 52.2% |
| 2026-06-16 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 43.8% |
| 2026-06-11 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 39.6% |
| 2026-06-11 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 75.7% |
| 2025-07-02 | AX DG San Antonio, DST NY | Other Real Estate | 506(b) | $38.7M | 100.0% |