Capital Flow Monitor · Placement agents

World Investments, Inc.

Firm · None · CRD 20626

Real-estate raises

14

Lodging raises

0

All raises seen

15

Total offered

$933.0M

Licensed / soliciting in: NJ NY

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-03-09 Inland Oklahoma Student Housing DST IL Other Real Estate 506(b) $83.9M 92.5%
2026-01-14 Inland Oklahoma Student Housing DST IL Other Real Estate 506(b) $83.9M 80.7%
2025-12-31 Inland Oklahoma Student Housing DST IL Other Real Estate 506(b) $83.9M 70.8%
2025-12-22 Inland Oklahoma Student Housing DST IL Other Real Estate 506(b) $83.9M 66.5%
2025-12-10 Inland Oklahoma Student Housing DST IL Other Real Estate 506(b) $83.9M 50.5%
2025-11-25 Inland Oklahoma Student Housing DST IL Other Real Estate 506(b) $83.9M 28.6%
2025-11-14 Inland Oklahoma Student Housing DST IL Other Real Estate 506(b) $83.9M 23.5%
2025-10-31 Inland Oklahoma Student Housing DST IL Other Real Estate 506(b) $83.9M 17.6%
2025-10-16 Sovereign Fund V Blocker, LLC NY Commercial 506(b)
2025-10-16 Sovereign Fund V, LLC NY Commercial 506(b)
2025-09-03 Exchange Place: All Cap II LP NY Pooled Investment Fund / Other Investment Fund 506(b)
2025-07-29 HPI Bandera DST CT Other Real Estate 506(c) $20.7M 100.0%
2025-07-29 HPI Real Estate Fund XIV LLC CT Commercial 506(c) $200.0M 90.6%
2025-07-21 HPI Bandera DST CT Other Real Estate 506(c) $20.7M 98.1%
2025-07-07 HPI Bandera DST CT Other Real Estate 506(c) $20.7M 96.5%