Capital Flow Monitor · Placement agents
William O'neill
Registered representative · DAI Securities, LLC · CRD 7396734
Real-estate raises
3
Lodging raises
0
All raises seen
3
Total offered
$172.3M
Licensed / soliciting in: MA NY
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-01-21 | JWCM Vivian, DST NY | Other Real Estate | 506(c) | $46.2M | 6.6% |
| 2026-01-09 | JWCM Vivian, DST NY | Other Real Estate | 506(c) | $46.2M | 5.5% |
| 2025-09-26 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 9.0% |