Capital Flow Monitor · Placement agents
Wealthforge Securities, Llc
Firm · WealthForge Securities, LLC · CRD 152550
Real-estate raises
49
Lodging raises
2
All raises seen
49
Total offered
$3.05B
Licensed / soliciting in: AZ CA CO FL HI IN MA MD MI MO NJ NY OH OR TN TX VA WA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-06-24 | Capital Square Apartment REIT, Inc. VA | REITS and Finance | 506(c) | $50.0M | 59.4% |
| 2026-06-10 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 44.5% |
| 2026-05-19 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 43.1% |
| 2026-05-19 | BR Diversified Industrial Portfolio 6, DST NY | Other Real Estate | 506(c) | $71.0M | 100.0% |
| 2026-05-12 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 41.4% |
| 2026-04-28 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 39.7% |
| 2026-04-22 | BV Ernest Health Neuro Rehab DST TX | Other Real Estate | 506(c) | $77.7M | 45.9% |
| 2026-04-02 | CS1031 Texas Active Living Portfolio I, DST VA | Commercial | 506(c) | $39.3M | 0.0% |
| 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% |
| 2026-03-30 | Capital Square Apartment REIT, Inc. VA | REITS and Finance | 506(c) | $160.0M | 3.9% |
| 2026-03-09 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 100.0% |
| 2026-03-09 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 100.0% |
| 2026-03-04 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 34.4% |
| 2026-03-02 | NexPoint Lodging I DST TX | Commercial | 506(c) | $27.9M | 100.0% |
| 2026-02-18 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 33.2% |
| 2026-02-03 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 30.4% |
| 2026-01-27 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 26.0% |
| 2026-01-13 | PG Omaha Landmark DST GA | Other Real Estate | 506(c) | $27.7M | 23.8% |
| 2026-01-13 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 22.1% |
| 2026-01-13 | IDEAL Province DST CA | Residential | 506(c) | $41.1M | 100.0% |
| 2026-01-06 | CS1031 Richmond Active Living Apartments, DST VA | Commercial | 506(c) | $33.3M | 0.0% |
| 2026-01-06 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 15.1% |
| 2025-12-31 | Velocis Maple Grove BTR DST TX | Other Real Estate | 506(c) | $11.3M | 50.1% |
| 2025-12-30 | Capital Square Apartment Operating Partnership, L.P. VA | REITS and Finance | 506(b) | $34.9M | 55.3% |
| 2025-12-23 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 13.9% |
| 2025-12-05 | Capital Square Blue Horizons BFR, LLC VA | Commercial | 506(c) | $24.1M | 0.0% |
| 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% |
| 2025-10-23 | AEI Healthcare Portfolio VI DST MN | Commercial | 506(b) | $22.0M | 89.4% |
| 2025-10-20 | PG Phoenix West DST GA | Other Real Estate | 506(c) | $35.5M | 100.0% |
| 2025-10-17 | CS1031 The Villages at Miami Gardens BFR Housing, DST VA | Commercial | 506(c) | $10.4M | 0.0% |
| 2025-10-15 | AEI Healthcare Portfolio VI DST MN | Commercial | 506(b) | $22.0M | 86.6% |
| 2025-10-08 | Velocis Maple Grove BTR DST TX | Other Real Estate | 506(c) | $11.3M | 6.7% |
| 2025-10-07 | NexPoint Semiconductor Manufacturing DST TX | Other Real Estate | 506(c) | $136.9M | 100.0% |
| 2025-10-03 | AEI Healthcare Portfolio VI DST MN | Commercial | 506(b) | $22.0M | 79.4% |
| 2025-09-22 | PG Ocean DST GA | Other Real Estate | 506(c) | $39.8M | 100.0% |
| 2025-09-19 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 91.3% |
| 2025-09-18 | Capital Square Apartment Operating Partnership, L.P. VA | REITS and Finance | 506(b) | $26.5M | 62.9% |
| 2025-09-15 | CSRA Opportunity Zone Fund IX, LLC VA | Commercial | 506(c) | $77.4M | 20.6% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |
| 2025-08-26 | CS1031 Zero Coupon DFW Hospitality, DST VA | Commercial | 506(c) | $9.2M | 0.0% |
| 2025-08-18 | CS1031 Texas Active Living I, DST VA | Commercial | 506(c) | $34.0M | 0.0% |
| 2025-08-13 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 62.4% |
| 2025-08-06 | ExchangeRight Net-Leased All-Cash 9 DST CA | Commercial | 506(b) | $24.8M | 100.0% |
| 2025-08-06 | ExchangeRight Net-Leased All-Cash 7 DST CA | Commercial | 506(b) | $24.8M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 6 DST CA | Commercial | 506(b) | $23.3M | 100.0% |
| 2025-07-23 | Capital Square Apartment REIT, Inc. VA | REITS and Finance | 506(c) | $50.0M | 3.6% |
| 2025-07-03 | BOSTON LOGISTICS PROPERTY DST NH | Other Real Estate | 506(b) | $591.8M | 98.8% |