Capital Flow Monitor · Placement agents
United Planners' Financial Services
Registered representative · None · CRD 20804
Real-estate raises
1
Lodging raises
0
All raises seen
1
Total offered
$150.0M
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-01-23 | Cottonwood Communities, Inc. UT | REITS and Finance | 506(b) | $150.0M | 21.8% |