Capital Flow Monitor · Placement agents
United Planners' Financial Services Of America A Limited Partner
Registered representative · None · CRD 20804
Real-estate raises
3
Lodging raises
0
All raises seen
3
Total offered
$523.4M
Licensed / soliciting in: AZ ID OR WA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-02-05 | ALT Student Housing DST IL | Other Real Estate | 506(b) | $77.2M | 100.0% |
| 2025-11-06 | HREX 7, DST TX | Other Real Estate | 506(b) | $199.8M | 100.0% |
| 2025-08-19 | HREX 6, DST TX | Residential | 506(b) | $246.5M | 100.0% |