Sponsor Check › Sponsor group
197 issuers linked to one sponsor · CHARLOTTE, NC
Grouped because: 11 shared people, 14 shared management entities, same business address (169 issuers), similar issuer names (143) · linked address clusters (each with its own management entity or name): Madison (88) · Go Store (67) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Oct 20, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: Oct 23, 2026, 9:40 PM ET
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
Not yet searched.
Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 9:40 PM ET for 1 of 197 issuers; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
None found so far in sources searched for 1 of 197 issuers in this group.
Searched so far: 1 of 197 issuers in this group; 196 not yet searched (24 queued). Results are added automatically.
Not yet searched.
Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
182 of 205 offerings report sales commissions totalling $344,344,856; 0 report finder's fees; 107 report proceeds to related persons totalling $72,923,301. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 20, 2026 D File 021-601899 | $1,500,000 | $0 | $1,310,000 Estimate includes O&O fee, management fee and administrative fee payable to the Manager and its affiliates. | None listed on this filing |
| EDGAR ↗ | Oct 14, 2026 D/A File 021-570089 | $1,500,000 (est.) | $0 | $895,969 (est.) Estimate of the O&O fee, and Issuer's estimated proportionate share of the acquisition fee, guarantee fee, development fee and construction management fee. | Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Sep 14, 2026 D/A File 021-559766 | $942,845 (est.) | $0 | $298,040 (est.) The issuer will pay the Signatory Trustee an Acquisition Fee equal to $150,000 and Organizational Expenses up to 1% of the offering. An affiliate of the manager will receive interest and capital payments related to amounts loaned to issuer. | Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Jul 10, 2026 D File 021-590337 | $141,772 | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 28, 2026 D/A File 021-556107 | $674,634 (est.) | $0 | $491,724 (est.) Estimate of non-accountable organization and offering fee and acquisition and due diligence fee, payable to one of more related persons described in Item 3 above. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 27, 2026 D File 021-585313 | $5,000,000 (est.) | $0 (est.) | $500,000 (est.) Estimate includes O&O Fee which may be paid to one or more related persons. | Madison Capital Markets, LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Apr 17, 2026 D File 021-580884 | $50,000 (est.) | $0 | $36,444 (est.) Estimate of non-accountable organization and offering fee and acquisition and due diligence fee, payable to one of more related persons described in Item 3 above. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Apr 10, 2026 D File 021-579946 | $3,979,556 (est.) | $0 (est.) | $2,191,873 (est.) Estimate of amounts payable to one or more related persons described in Item 3 above for the acquisition fee, development fee and guarantee fee. | Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Apr 1, 2026 D File 021-578739 | $17,886 (est.) | $0 (est.) | $1,450,593 (est.) Estimated maximum of organizational and offering fees and amount to repay an advance made by Madison Capital Group Holdings, LLC. | Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Mar 19, 2026 D File 021-577068 | $1,468,835 (est.) | $0 | $561,325 (est.) This estimate is the acquisition and due diligence fee that will be paid to the Signatory Trustee or its affiliates. | Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Mar 18, 2026 D File 021-576934 | $1,122,544 (est.) | $0 | $0 | Madison Capital Markets, LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Mar 12, 2026 D/A File 021-552459 | $1,162,674 (est.) | $0 (est.) | $531,185 (est.) Estimate of Issuer's proportionate share of organization and offering fee, development fee, guarantee fee, and construction management fee payable to one or more related persons described in Item 3 above. | Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗ Realta Equities, Inc. BrokerCheck CRD 23769 ↗ DAI Securities BrokerCheck CRD 36673 ↗ Arkadios Capital BrokerCheck CRD 282710 ↗ The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗ |
| EDGAR ↗ | Mar 9, 2026 D/A File 021-573265 | $22,000,000 (est.) | $0 | $5,060,000 (est.) Estimate of the following payable to one of more related persons described in Item 3 above: initial annual management fee, organization and offering fee, and initial annual administrative fee. | Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Mar 5, 2026 D File 021-575564 | $0 (est.) | $0 (est.) | $225,778 (est.) Estimate of the amounts payable to one or more related persons described in Item 3 above for the first two years of administrative fees and asset management fees. | None listed on this filing |
| EDGAR ↗ | Feb 24, 2026 D/A File 021-552813 | $1,050,000 (est.) | $0 (est.) | $0 (est.) | N/A no CRD number reported via Realta Equities, Inc. (CRD 23769 ↗) |
| EDGAR ↗ | Feb 18, 2026 D/A File 021-536691 | $1,800,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Feb 10, 2026 D File 021-573154 | $85,000 | $0 | $117,500 Amount of the acquisition fee and due diligence fee. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Feb 4, 2026 D File 021-572328 | $5,500,000 (est.) | $0 | $6,656,250 (est.) Estimate of the following payable to one or more related persons described in Item 3 above: initial annual management, initial organization and offering fee, and acquisition fee. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jan 30, 2026 D File 021-571929 | $18,250 (est.) | $0 | $3,459,500 (est.) Estimate of amounts related to organizational and offering expenses and the reimbursement of an advance made by Madison Capital Group Holdings, LLC | Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Dec 12, 2025 D File 021-566654 | $715,861 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Nov 25, 2025 D File 021-565059 | $2,833,382 (est.) | $0 | $314,820 (est.) Estimate of Issuer's proportionate share of O&O Fee payable to one or more related persons described in Item 3 above. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Oct 22, 2025 D File 021-561665 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 20, 2025 D File 021-561361 | $385,405 (est.) | $0 (est.) | $1,597,145 (est.) Estimate of Issuer's proportionate share of O&O Fees, Administrative Fees and outstanding affiliate loans payable to one of more related persons described in Item 3. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Oct 16, 2025 D File 021-561111 | $5,500,000 (est.) | $0 | $500,000 (est.) Item 16 represents an Offering and Organizational Expense fee that will be paid in lieu of expense reimbursements to one or more Related Persons. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ Madison Capital Markets BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Sep 18, 2025 D/A File 021-555804 | $1,902,553 (est.) | $0 (est.) | $2,487,387 (est.) Estimate of certain fees, including reimbursement of Sponsor Acquisition Fee, Managing Broker-Dealer Fee, Due Diligence Fee, Organization & Offering Expenses and Acquisition Financing Costs that may accrue to one or more related person. | Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Sep 16, 2025 D/A File 021-545761 | $2,700,000 (est.) | $0 | $0 | Emerson Equity, LLC BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Sep 5, 2025 D File 021-556752 | $81,553 (est.) | $0 | $84,000 (est.) Acquisition fee payable to one or more related persons described in Item 3 | Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Sep 3, 2025 D/A File 021-556000 | $1,181,697 (est.) | $0 (est.) | $666,549 (est.) Estimate of Issuer's proportionate share of organization and offering fee, development fee, guarantee fee, and construction management fee payable to one or more related persons described in Item 3 above. | Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ |
| EDGAR ↗ | Aug 29, 2025 D File 021-556219 | $0 | $0 | $0 | NA no CRD number reported |
| EDGAR ↗ | Aug 28, 2025 D File 021-556125 | $789,708 (est.) | $0 | $0 | Realta Equitie, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Aug 13, 2025 D/A File 021-554567 | $6,405,086 (est.) | $0 (est.) | $583,757 (est.) Estimate of Issuer's proportionate share of Third Party Due Diligence Expenses and Managing Broker-Dealer Fee. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ Madison Capital Markets LLC BrokerCheck CRD 332196 ↗ Lightpath Capital BrokerCheck CRD 34617 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Aug 5, 2025 D File 021-553729 | $10,000,000 (est.) | $0 (est.) | $1,000,000 (est.) Estimate of Issuer's proportionate share of O&O Fee payable to one or more related persons described in Item 3 above. | N/A no CRD number reported via Madison Capital Markets LLC (CRD 332196 ↗) N/A no CRD number reported via Realta Equities, Inc. (CRD 23769 ↗) N/A no CRD number reported via Willow Cove Investment Group, Inc. (CRD 107824 ↗) |
| EDGAR ↗ | Jun 9, 2025 D File 021-548390 | $7,500,000 (est.) | $0 | $750,000 (est.) Presumes the maximum sale of $75,000,000 reflecting 1.0% of the gross proceeds for organization and offering expenses. | NA no CRD number reported via Realta Equities, Inc. (CRD 23769 ↗) Bobby Kyle Cowand BrokerCheck CRD 2317710 ↗ via Realta Equities, Inc. (CRD 23769 ↗) Raymond Cripps De Witt, Jr. BrokerCheck CRD 2894063 ↗ via Realta Equities, Inc. (CRD 23769 ↗) Nicholas Robert Snyder BrokerCheck CRD 7138151 ↗ via FNEX Capital, LLC (CRD 166316 ↗) |
| EDGAR ↗ | May 27, 2025 D/A File 021-544447 | $4,800,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 27, 2025 D/A File 021-545712 | $4,800,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 6, 2025 D File 021-545276 | $600,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 6, 2025 D File 021-545272 | $755,104 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 6, 2025 D File 021-545338 | $255,267 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Feb 27, 2025 D File 021-539438 | $1,231,996 (est.) | $0 (est.) | $205,333 (est.) Estimate of certain fees, including reimbursement of Organization and Offering Expenses that may accrue to one or more related persons. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Feb 26, 2025 D File 021-539294 | $0 | $0 | $333,174 Estimated proportionate share of acquisition, project management, organizational and offering, first annual asset management, and loan guaranty fees paid, based on estimated total capitalization. | None listed on this filing |
| EDGAR ↗ | Feb 24, 2025 D File 021-539034 | $0 | $0 | $367,817 (est.) Estimated proportionate share of acquisition, development, organizational and offering, and loan guaranty fees paid, based on estimated total capitalization. | None listed on this filing |
| EDGAR ↗ | Feb 21, 2025 D File 021-538846 | $311,019 (est.) | $0 (est.) | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Feb 10, 2025 D File 021-537777 | $0 | $0 | $0 | NA no CRD number reported |
| EDGAR ↗ | Feb 6, 2025 D File 021-537594 | $835,000 (est.) | $0 | $2,006,210 (est.) Issuer's estimated proportionate share (rounded) of development, construction management, and loan guaranty fees and amount to payoff loans from affiliates. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jan 28, 2025 D File 021-536488 | $1,418,245 (est.) | $0 | $157,583 (est.) Presumes the maximum sale of $15,758,277 reflecting 1.0% of the gross proceeds for organization and offering expenses. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jan 27, 2025 D File 021-536334 | $0 | $0 | $0 | NA no CRD number reported |
| EDGAR ↗ | Jan 17, 2025 D File 021-535554 | $1,500,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jan 13, 2025 D File 021-534942 | $537,794 (est.) | $0 (est.) | $89,632 (est.) Estimate of certain fees, including reimbursement of Organization and Offering Expenses that may accrue to one or more related persons. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Dec 31, 2024 D/A File 021-524367 | $5,250,000 (est.) | $0 | $2,000,000 (est.) The Company will pay to the Manager 4.0% of the gross proceeds of the Company's sale of units for organizational and offering expenses. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ Realta Equities, Inc. BrokerCheck CRD 23769 ↗ via Vineet Goyal (CRD 4673528 ↗) Dennis Patrick Thurman BrokerCheck CRD 2342398 ↗ via Arete Wealth Management, LLC (CRD 44856 ↗) Frank B. Hanna, Jr. BrokerCheck CRD 5736178 ↗ via Arkadios Capital (CRD 282710 ↗) BRYAN R COGLIANO BrokerCheck CRD 4367535 ↗ via Arkadios Capital (CRD 282710 ↗) BLAKE EDWARD FELLOWS BrokerCheck CRD 4374810 ↗ via Arkadios Capital (CRD 282710 ↗) MARK LOWELL MOSKOWITZ BrokerCheck CRD 1302184 ↗ via COLORADO FINANCIAL SERVICE CORPORATION (CRD 104343 ↗) |
| EDGAR ↗ | Dec 26, 2024 D/A File 021-491068 | $4,500,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Dec 13, 2024 D File 021-532124 | $542,373 (est.) | $0 (est.) | $90,395 (est.) Estimate of certain fees, including reimbursement of Organization and Offering Expenses that may accrue to one or more related persons. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Dec 12, 2024 D/A File 021-458206 | $568,421 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Dec 9, 2024 D/A File 021-528491 | $1,030,000 (est.) | $0 | $103,000 (est.) The Manager of the Issuer may be reimbursed up to 1.0% of the gross proceeds from the sale of interests for organizational and offering expenses. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Dec 9, 2024 D File 021-531443 | $0 | $0 | $0 | NA no CRD number reported |
| EDGAR ↗ | Dec 3, 2024 D File 021-530998 | $6,250 | $0 | $0 | ICA, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Nov 5, 2024 D/A File 021-494846 | $7,500,000 (est.) | $0 | $0 | Matthew Mitchell Chancey BrokerCheck CRD 5645874 ↗ via Realta Equities, Inc. (CRD 23769 ↗) Vineet Kumar Goyal BrokerCheck CRD 4673528 ↗ via Realta Equities, Inc. (CRD 23769 ↗) Todd Walter Gottel BrokerCheck CRD 6413779 ↗ via Realta Equities, Inc. (CRD 23769 ↗) Supriya Sudhir Pai BrokerCheck CRD 7601593 ↗ via Saxony Securities, Inc. (CRD 115547 ↗) Bryan R. Cogliano BrokerCheck CRD 4367535 ↗ via Arkadios Capital (CRD 282710 ↗) Dennis Patrick Thurman BrokerCheck CRD 2342398 ↗ via Arete Wealth Management, LLC (CRD 44856 ↗) Frank B. Hanna Jr. BrokerCheck CRD 5736178 ↗ via Arkadios Capital (CRD 282710 ↗) Adam Wright BrokerCheck CRD 6234854 ↗ via Arete Wealth Management, LLC (CRD 44856 ↗) Lawrence Alan Hardee BrokerCheck CRD 1701419 ↗ via Arete Wealth Management, LLC (CRD 44856 ↗) Blake Fellows BrokerCheck CRD 4374810 ↗ via Arkadios Capital (CRD 282710 ↗) Lance Stafford BrokerCheck CRD 2900449 ↗ via Arkadios Capital (CRD 282710 ↗) Louis Herford BrokerCheck CRD 2066018 ↗ via Arkadios Capital (CRD 282710 ↗) Christopher Wright BrokerCheck CRD 4134973 ↗ via Realta Equities, Inc. (CRD 23769 ↗) REALTA EQUITIES, INC. BrokerCheck CRD 23769 ↗ Gali Horev BrokerCheck CRD 5138931 ↗ via DEMPSEY LORD SMITH, LLC (CRD 141238 ↗) Daniel Pikula BrokerCheck CRD 2563165 ↗ via Emerson Equity, LLC (CRD 130032 ↗) Matthew Copley BrokerCheck CRD 6247665 ↗ via EMERSON EQUITY LLC (CRD 130032 ↗) REBECCA DAWSON BrokerCheck CRD 1146385 ↗ via EMERSON EQUITY LLC (CRD 130032 ↗) Alexander Madden BrokerCheck CRD 7089201 ↗ via FNEX CAPITAL, LLC (CRD 166316 ↗) Chay Lapin BrokerCheck CRD 6275140 ↗ via FNEX CAPITAL, LLC (CRD 166316 ↗) Matthew McFarland BrokerCheck CRD 6675310 ↗ via FNEX CAPITAL, LLC (CRD 166316 ↗) Stephen Haskel BrokerCheck CRD 6864948 ↗ via FNEX CAPITAL, LLC (CRD 166316 ↗) RANDALL LARSON BrokerCheck CRD 5862743 ↗ via GREAT POINT CAPITAL LLC (CRD 114203 ↗) Anthony Caruso BrokerCheck CRD 6058056 ↗ via LIGHTPATH CAPITAL, INC (CRD 34617 ↗) WILLIAM LAPIANA BrokerCheck CRD 4580411 ↗ via AUSDAL FINANCIAL PARTNERS, INC. (CRD 7995 ↗) PETER SHEN BrokerCheck CRD 5769894 ↗ via EMERSON EQUITY LLC (CRD 130032 ↗) Michael Frager BrokerCheck CRD 1230622 ↗ via WILLOW COVE INVESTMENT GROUP, INC. (CRD 107824 ↗) |
| EDGAR ↗ | Oct 28, 2024 D File 021-527932 | $0 | $0 | $102,000 (est.) Calculated to represent the Issuer's portion of the acquisition fee of the property and the first year of asset management fees (to the extent not paid from cash from operations). | None listed on this filing |
| EDGAR ↗ | Oct 25, 2024 D/A File 021-507111 | $4,660,234 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Oct 24, 2024 D File 021-527662 | $633,071 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Oct 22, 2024 D/A File 021-522263 | $742,021 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Oct 17, 2024 D File 021-527015 | $0 | $0 | $200,000 (est.) Assumes the maximum of the Issuer's portion of certain development, construction, and offering expenses. | None listed on this filing |
| EDGAR ↗ | Sep 30, 2024 D File 021-525367 | $24,375,000 (est.) | $0 (est.) | $9,161,586 (est.) Presumes the maximum sale of $250,000,000 in limited partnership interests reflecting 1.5% offering-related expenses as well as a 1.5% acquisition fee and a 1.0% asset management fee. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Sep 18, 2024 D File 021-524371 | $294,000 (est.) | $0 | $168,000 (est.) The Company will pay to the Manager 4.0% of the gross proceeds of the Company's sale of units for organizational and offering expenses. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ Realta Equities, Inc. BrokerCheck CRD 23769 ↗ via Vineet Goyal (CRD 4673528 ↗) |
| EDGAR ↗ | Sep 9, 2024 D/A File 021-522249 | $420,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Sep 6, 2024 D File 021-523423 | $357,000 (est.) | $0 | $204,000 The Company will pay to the Manager 4.0% of the gross proceeds of the Company's sale of units for organization and offering expenses. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Sep 3, 2024 D File 021-522986 | $1,140,000 (est.) | $0 | $461,698 (est.) Issuer's anticipated proportionate share of the acquisition fee, development fee, and guarantee fee paid to the Manager (or its affiliates), assumes the sale of $11.3MM and 50% leverage. | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Aug 14, 2024 D File 021-521560 | $604,802 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Aug 5, 2024 D File 021-520560 | $1,032,729 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Aug 5, 2024 D File 021-520583 | $0 | $0 | $200,000 It is expected that the a portion of the capital contributions to the Issuer will be used to pay the Manager an acquisition fee related to the acquisition of the Property described in the Memorandum. | None listed on this filing |
| EDGAR ↗ | Jul 29, 2024 D File 021-519984 | $1,500,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jul 24, 2024 D File 021-519634 | $0 | $0 | $0 | NA no CRD number reported |
| EDGAR ↗ | Jul 9, 2024 D File 021-518129 | $10,000,000 (est.) | $0 | $1,000,000 (est.) 1% of the gross proceeds for offering and organizational expenses | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ via Raymond Dewitt (CRD 2894063 ↗) Emerson Equity LLC BrokerCheck CRD 130032 ↗ via Dan Werry (CRD 4721789 ↗) |
| EDGAR ↗ | Jul 1, 2024 D File 021-517440 | $1,399,194 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jun 5, 2024 D File 021-515185 | $1,259,665 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 29, 2024 D/A File 021-482889 | $960,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 24, 2024 D File 021-514291 | $0 | $0 | $260,000 Total project acquisition fee to be paid to the Issuer's Manager. | None listed on this filing |
| EDGAR ↗ | May 23, 2024 D File 021-514094 | $3,000,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 21, 2024 D/A File 021-476015 | $900,000 | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Apr 24, 2024 D File 021-511464 | $422,500 (est.) | $0 | $221,297 (est.) Issuer's share of payments to persons on Item 3 based on total estimated equity capitalization. | Matthew Chancey BrokerCheck CRD 5645874 ↗ via Realta Equities, Inc. (CRD 23769 ↗) |
| EDGAR ↗ | Apr 23, 2024 D File 021-511396 | $3,000,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Apr 19, 2024 D File 021-511043 | $0 | $0 | $279,200 Issuer's proportionate share of development fee and first year's asset management fee (rounded). | None listed on this filing |
| EDGAR ↗ | Apr 15, 2024 D/A File 021-472565 | $2,100,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ Arkadios Capital BrokerCheck CRD 282710 ↗ via Ronald Norman York Jr (CRD 4308987 ↗) |
| EDGAR ↗ | Apr 15, 2024 D/A File 021-482891 | $2,074,712 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Mar 26, 2024 D File 021-508656 | $450,000 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Mar 11, 2024 D File 021-507214 | $920,524 (est.) | $0 | $0 | Realta Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Feb 14, 2024 D File 021-505312 | $340,000 (est.) | $0 | $2,325 (est.) Amount is an estimate of the initial asset management fee paid, indirectly and in part, by issuer. | Robert Annable BrokerCheck CRD 4657825 ↗ via Realta Equities, Inc. (CRD 23769 ↗) Vincent Annable BrokerCheck CRD 1033573 ↗ via Realta Equities, Inc. (CRD 23769 ↗) Andrew Dinkelmeyer BrokerCheck CRD 5597768 ↗ via Realta Equities, Inc. (CRD 23769 ↗) |
| EDGAR ↗ | Feb 6, 2024 D File 021-504506 | $96,000 | $0 | $445,000 Development Fee is to be paid to the Manager (or its affiliate) and will total 5% of the total hard and soft costs. Guarantee Fee is to be paid to the Manager (or its affiliate) totaling 1% of the Loan amount. | CrownStreet Capital LLC BrokerCheck CRD 312762 ↗ |
| EDGAR ↗ | Jan 26, 2024 D/A File 021-416220 | $4,595,673 | $0 | $0 | Emerson Equity, LLC BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Jan 17, 2024 D File 021-502621 | $399,087 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Dec 20, 2023 D File 021-500229 | $460,000 (est.) | $0 | $0 | Ross Fredrick Brannon BrokerCheck CRD 5875036 ↗ via Coastal Equities, Inc. (CRD 23769 ↗) Matthew Mitchell Chancey BrokerCheck CRD 5645874 ↗ via Coastal Equities, Inc. (CRD 23769 ↗) |
| EDGAR ↗ | Dec 4, 2023 D File 021-498758 | $1,000,000 (est.) | $0 | $0 | Vineet Kumar Goyal BrokerCheck CRD 4673528 ↗ via Coastal Equities, Inc. (CRD 23769 ↗) |
| EDGAR ↗ | Nov 17, 2023 D/A File 021-355233 | $9,000,000 (est.) | $0 | $0 | Coastal Equities, Inc BrokerCheck CRD 23769 ↗ Avi Bialo BrokerCheck CRD 6165479 ↗ via Arete Wealth Management, LLC (CRD 44856 ↗) Brian Sanguinet BrokerCheck CRD 5927901 ↗ via Arete Wealth Management, LLC (CRD 44856 ↗) Randall Larson BrokerCheck CRD 5862743 ↗ via Arete Wealth Management, LLC (CRD 44856 ↗) Jonathan Lester BrokerCheck CRD 6231570 ↗ via Arete Wealth Management, LLC (CRD 44856 ↗) Arkadios Capital BrokerCheck CRD 282710 ↗ Center Street Securities, Inc BrokerCheck CRD 26898 ↗ Assen Kuklin BrokerCheck CRD 6241473 ↗ via Dempsey Lord Smith, LLC (CRD 141238 ↗) Clark Weeks BrokerCheck CRD 5717984 ↗ via Dempsey Lord Smith, LLC (CRD 141238 ↗) Cory Shuford BrokerCheck CRD 5674524 ↗ via Dempsey Lord Smith, LLC (CRD 141238 ↗) Ray Swanson BrokerCheck CRD 869187 ↗ via Intercarolina Financial Services, Inc. (CRD 19475 ↗) Robert Horning BrokerCheck CRD 2311640 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Michael L. Whitaker BrokerCheck CRD 1739854 ↗ via Newbridge Securities Corporation (CRD 104065 ↗) Francisco J Rivera Fernandez BrokerCheck CRD 2303039 ↗ via Pariter Securities, LLC (CRD 127836 ↗) Charles W Bingham BrokerCheck CRD 4877997 ↗ via Sunbelt Securities, Inc. (CRD 42180 ↗) |
| EDGAR ↗ | Oct 31, 2023 D File 021-496052 | $1,110,503 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Oct 31, 2023 D File 021-496047 | $0 (est.) | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 11, 2023 D File 021-494291 | $769,851 (est.) | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 5, 2023 D File 021-491307 | $340,710 (est.) | $0 | $0 | Dragonfly Capital Partners, LLC BrokerCheck CRD 125199 ↗ |
| EDGAR ↗ | Sep 5, 2023 D File 021-491304 | $750,000 (est.) | $0 | $0 | Dragonfly Capital Partners, LLC BrokerCheck CRD 125199 ↗ |
| EDGAR ↗ | Aug 23, 2023 D/A File 021-464606 | $4,200,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jul 10, 2023 D File 021-486330 | $300,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jul 5, 2023 D/A File 021-460394 | $8,479,330 (est.) | $0 | $1,364,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jun 23, 2023 D File 021-485072 | $0 (est.) | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 13, 2023 D/A File 021-480437 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 30, 2023 D File 021-482893 | $1,230,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 30, 2023 D File 021-482880 | $420,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Apr 20, 2023 D/A File 021-472564 | $720,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Apr 20, 2023 D/A File 021-474636 | $0 (est.) | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 7, 2023 D/A File 021-476017 | $6,000,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Apr 5, 2023 D/A File 021-474121 | $885,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Mar 8, 2023 D File 021-475205 | $300,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jan 5, 2023 D File 021-469769 | $1,070,793 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Dec 20, 2022 D File 021-468007 | $780,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Nov 25, 2022 D File 021-465800 | $301,500 (est.) | $0 | $0 | CROWDSTREET CAPITAL LLC BrokerCheck CRD 312762 ↗ |
| EDGAR ↗ | Nov 18, 2022 D/A File 021-465195 | $6,000,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Nov 18, 2022 D File 021-465235 | $1,500,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Nov 18, 2022 D File 021-465237 | $1,200,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Oct 5, 2022 D File 021-460803 | $1,500,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Sep 9, 2022 D File 021-458448 | $0 | $0 | $0 | Emerson Equity, LLC BrokerCheck CRD 130032 ↗ Emerson Equity, LLC BrokerCheck CRD 130032 ↗ via Daniel S. Pikula (CRD 2563165 ↗) Emerson Equity, LLC BrokerCheck CRD 130032 ↗ via Rebecca Dawson (CRD 1146385 ↗) Emerson Equity, LLC BrokerCheck CRD 130032 ↗ via Timothy J. Sherer (CRD 833618 ↗) Emerson Equity, LLC BrokerCheck CRD 130032 ↗ via Ryan Sherer (CRD 5952617 ↗) |
| EDGAR ↗ | Aug 24, 2022 D/A File 021-452401 | $4,500,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ Ni Advisors Inc. BrokerCheck CRD 134502 ↗ via Peter Shen (CRD 5769894 ↗) Saxony Securities, Inc. BrokerCheck CRD 115547 ↗ via Sudhir Pai (CRD 5928622 ↗) |
| EDGAR ↗ | Aug 18, 2022 D File 021-456296 | $1,270,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Aug 18, 2022 D File 021-456295 | $900,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jul 25, 2022 D/A File 021-415818 | $5,500,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jul 22, 2022 D File 021-453426 | $1,677,966 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jul 21, 2022 D File 021-453299 | $1,529,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jun 30, 2022 D File 021-450799 | $320,000 (est.) | $0 | $100,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jun 30, 2022 D File 021-450800 | $745,000 (est.) | $0 | $250,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jun 17, 2022 D File 021-449507 | $234,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 9, 2022 D File 021-444898 | $1,200,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 9, 2022 D File 021-444978 | $815,730 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 5, 2022 D File 021-444661 | $3,522,681 (est.) | $0 | $800,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 5, 2022 D File 021-444666 | $1,040,257 (est.) | $0 | $240,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Apr 6, 2022 D File 021-440560 | $570,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Apr 4, 2022 D/A File 021-408149 | $1,185,115 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Apr 4, 2022 D/A File 021-421369 | $1,033,697 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Mar 29, 2022 D File 021-439327 | $1,200,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Mar 29, 2022 D File 021-439474 | $4,565,330 (est.) | $0 (est.) | $1,375,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jan 12, 2022 D File 021-429063 | $729,750 (est.) | $0 | $335,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jan 12, 2022 D File 021-429086 | $1,080,000 (est.) | $0 | $190,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jan 12, 2022 D File 021-429017 | $3,000,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jan 4, 2022 D File 021-427826 | $899,128 (est.) | $0 | $250,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jan 4, 2022 D File 021-427828 | $3,285,694 (est.) | $0 | $1,183,200 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Nov 29, 2021 D File 021-422707 | $1,374,527 (est.) | $0 | $225,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Nov 12, 2021 D File 021-420880 | $600,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Nov 12, 2021 D File 021-420875 | $540,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Sep 21, 2021 D File 021-414030 | $889,864 (est.) | $0 | $175,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Sep 21, 2021 D File 021-414031 | $996,725 (est.) | $0 | $200,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Sep 8, 2021 D File 021-412672 | $300,000 (est.) | $0 | $0 | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ Center Street Securities, Inc. BrokerCheck CRD 26898 ↗ |
| EDGAR ↗ | Aug 16, 2021 D File 021-410077 | $2,997,495 (est.) | $0 | $1,160,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Aug 16, 2021 D File 021-410161 | $3,521,666 (est.) | $0 | $295,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Aug 11, 2021 D/A File 021-398020 | $3,000,000 (est.) | $0 | $250,000 The amount represents a fee paid to Mr. Hanks for his providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made in whole or in part from proceeds of the offering. | EMERSON EQUITY BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Jul 29, 2021 D File 021-408145 | $510,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jul 29, 2021 D File 021-408139 | $300,000 (est.) | $0 | $0 | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jul 27, 2021 D File 021-407826 | $1,901,639 (est.) | $0 | $250,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jul 26, 2021 D File 021-407746 | $1,350,000 | $0 | $376,751 (est.) Ryan Hanks will receive a fee in the amount of approximately $376,751 for providing the guarantees with respect to the Facility and any construction loan. | Arkadios Capital BrokerCheck CRD 282710 ↗ |
| EDGAR ↗ | Jul 15, 2021 D File 021-406434 | $1,350,000 (est.) | $0 | $350,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Jun 30, 2021 D File 021-404795 | $2,002,159 (est.) | $0 | $250,000 (est.) | Emerson Equity LLC BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Jun 10, 2021 D File 021-402417 | $1,326,098 (est.) | $0 | $112,500 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 24, 2021 D File 021-400327 | $127,750 | $0 | $1,000,000 (est.) Madison Capital Group, LLC will receive a development fee in return for supervising the development of the Facility. | Arkadios Capital BrokerCheck CRD 282710 ↗ |
| EDGAR ↗ | May 24, 2021 D File 021-400330 | $770,000 (est.) | $0 | $900,000 (est.) The amount represents a fee paid to Madison Capital Group, LLC for supervising the development of the Facility. | Arkadios Capital BrokerCheck CRD 282710 ↗ |
| EDGAR ↗ | May 19, 2021 D File 021-399881 | $665,000 (est.) | $0 | $570,000 (est.) Madison Capital Group Holdings, LLC shall be entitled to receive a refinance fee from the Property Owner in an amount that is expected to be approximately 1% of the anticipated stabilized value. | Arkadios Capital BrokerCheck CRD 282710 ↗ |
| EDGAR ↗ | May 17, 2021 D File 021-399643 | $1,105,245 (est.) | $0 | $200,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | May 10, 2021 D File 021-398826 | $1,503,132 (est.) | $0 | $250,000 (est.) | Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ |
| EDGAR ↗ | Apr 27, 2021 D File 021-397267 | $600,000 (est.) | $0 | $300,000 The amount represents a fee paid to Mr. Hanks for his providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made be in whole or part from proceeds of the offering. | Arkadios Capital BrokerCheck CRD 282710 ↗ |
| EDGAR ↗ | Apr 27, 2021 D File 021-397256 | $1,764,000 (est.) | $0 | $0 | Skyway Capital Markets, LLC BrokerCheck CRD 124630 ↗ |
| EDGAR ↗ | Apr 27, 2021 D File 021-397247 | $216,000 (est.) | $0 | $0 | Skyway Capital Markets, LLC BrokerCheck CRD 124630 ↗ |
| EDGAR ↗ | Apr 23, 2021 D File 021-397004 | $1,080,000 (est.) | $0 | $350,000 The amount represents a fee paid to Mr. Hanks for him providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made in whole or in part from proceeds of the offering. | Skyway Capital Markets, LLC BrokerCheck CRD 124630 ↗ |
| EDGAR ↗ | Apr 23, 2021 D File 021-397020 | $1,320,000 (est.) | $0 | $350,000 The amount represents a fee paid to Mr. Hanks for his providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made in whole or in part from proceeds of the offering. | Skyway Capital Markets, LLC BrokerCheck CRD 124630 ↗ |
| EDGAR ↗ | Mar 24, 2021 D File 021-393438 | $300,000 (est.) | $0 | $25,000 The amount represents a fee paid to Mr. Hanks for his providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made in whole or in part from proceeds of the offering. | Skyway Capital Markets, LLC BrokerCheck CRD 124630 ↗ |
| EDGAR ↗ | Feb 16, 2021 D/A File 021-358382 | $585,000 (est.) | $0 | $0 | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Jan 27, 2021 D File 021-387534 | $1,320,000 (est.) | $0 | $250,000 The amount represents a fee paid to Mr. Hanks for his providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made in whole or in part from proceeds of the offering. | DAI Securities, LLC BrokerCheck CRD 36673 ↗ Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ Arkadios Capital BrokerCheck CRD 282710 ↗ |
| EDGAR ↗ | Jan 21, 2021 D File 021-386977 | $373,989 (est.) | $0 | $288,250 (est.) | Arete Wealth Management BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Jan 15, 2021 D File 021-386542 | $983,250 (est.) | $0 | $118,600 (est.) | Arete Wealth Management BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Dec 21, 2020 D File 021-383888 | $1,210,000 (est.) | $0 | $250,000 The amount represents a fee paid to Mr. Hanks for his providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made in whole or in part from proceeds of the offering. | Arkadios Capital BrokerCheck CRD 282710 ↗ Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ |
| EDGAR ↗ | Dec 16, 2020 D File 021-383345 | $1,246,908 | $0 | $338,000 | Growth Capital Services BrokerCheck CRD 124658 ↗ |
| EDGAR ↗ | Nov 25, 2020 D File 021-381502 | $1,298,349 | $0 | $760,000 | Growth Capital Services BrokerCheck CRD 124658 ↗ |
| EDGAR ↗ | Nov 10, 2020 D File 021-380143 | $1,328,651 (est.) | $0 | $250,000 (est.) | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Oct 29, 2020 D File 021-379174 | $1,200,000 (est.) | $0 | $250,000 The amount represents a fee paid to Mr. Hanks for his providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made in whole or in part from proceeds of the offering. | SUNBELT SECURITIES, INC. BrokerCheck CRD 42180 ↗ Arkadios Capital BrokerCheck CRD 282710 ↗ INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗ Titan Securities BrokerCheck CRD 131392 ↗ |
| EDGAR ↗ | Oct 22, 2020 D File 021-378577 | $219,000 | $0 | $250,000 The amount represents a fee paid to Mr. Hanks for his providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made in whole or in part from proceeds of the offering. | ARKADIOS CAPITAL BrokerCheck CRD 282710 ↗ |
| EDGAR ↗ | Oct 13, 2020 D File 021-377658 | $1,652,556 | $0 | $275,000 | Arete Wealth Management, Inc. BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Sep 11, 2020 D/A File 021-366984 | $585,000 (est.) | $0 | $250,000 The amount represents a fee paid to Mr. Hanks for his providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made in whole or in part from proceeds of the offering. | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ DAI SECURITIES, LLC BrokerCheck CRD 36673 ↗ DEMPSEY LORD SMITH, LLC BrokerCheck CRD 141238 ↗ INTERCAROLINA FINANCIAL SERVICES, INC. BrokerCheck CRD 19475 ↗ THE STRATEGIC FINANCIAL ALLIANCE, INC. BrokerCheck CRD 126514 ↗ WESTPARK CAPITAL, INC. BrokerCheck CRD 39914 ↗ |
| EDGAR ↗ | Sep 9, 2020 D File 021-375080 | $1,300,650 | $0 | $471,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ |
| EDGAR ↗ | Aug 11, 2020 D File 021-372941 | $1,440,000 (est.) | $0 | $250,000 This amount represents a fee paid to Mr. Hanks for his providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made in whole or in part from proceeds of the offering. | Skyway Capital Markets, LLC BrokerCheck CRD 124630 ↗ Arkadios Capital BrokerCheck CRD 282710 ↗ CENTER STREET SECURITIES, INC. BrokerCheck CRD 26898 ↗ SUNBELT SECURITIES, INC. BrokerCheck CRD 42180 ↗ EMERSON EQUITY LLC BrokerCheck CRD 130032 ↗ LANDOLT SECURITIES, INC. BrokerCheck CRD 28352 ↗ |
| EDGAR ↗ | Aug 7, 2020 D File 021-372808 | $1,065,089 (est.) | $0 | $177,515 (est.) | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Jul 24, 2020 D File 021-371732 | $960,000 (est.) | $0 | $250,000 This amount represents a fee paid to Mr. Hanks for his providing a Guarantee with respect to the Facility and any construction loan, payment of which may be made in whole or in part from proceeds of the offering. | Skyway Capital Markets, LLC BrokerCheck CRD 124630 ↗ Arkadios Capital BrokerCheck CRD 282710 ↗ Dempsy Lord Smith, LLC BrokerCheck CRD 141238 ↗ |
| EDGAR ↗ | Jun 9, 2020 D File 021-368521 | $1,500,000 (est.) | $0 | $0 | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | May 14, 2020 D File 021-366912 | $1,318,754 (est.) | $0 | $250,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ |
| EDGAR ↗ | May 12, 2020 D File 021-366763 | $1,399,500 (est.) | $0 (est.) | $133,000 (est.) | Arete Wealth Management, Inc. BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | May 12, 2020 D File 021-366767 | $494,099 (est.) | $0 | $250,000 (est.) | Arete Wealth Management, Inc. BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Apr 28, 2020 D File 021-365881 | $540,000 (est.) | $0 (est.) | $75,000 (est.) | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Mar 20, 2020 D/A File 021-353918 | $745,645 (est.) | $0 | $450,000 (est.) | Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ |
| EDGAR ↗ | Feb 26, 2020 D File 021-361424 | $679,050 (est.) | $0 | $150,000 (est.) | Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ |
| EDGAR ↗ | Jan 3, 2020 D File 021-357123 | $952,000 (est.) | $0 | $238,000 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 20, 2019 D/A File 021-355504 | $547,500 | $0 | $97,750 (est.) | Emerson Equity BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Dec 10, 2019 D File 021-355169 | $688,500 (est.) | $0 | $101,500 (est.) | WeathForge Securities BrokerCheck CRD 152550 ↗ |
| EDGAR ↗ | Dec 2, 2019 D File 021-354551 | $345,000 (est.) | $0 | $550,000 (est.) | Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗ via Dempsey Lord Smith, LLC (CRD 141238 ↗) |
| EDGAR ↗ | Nov 22, 2019 D/A File 021-339398 | $465,750 (est.) | $0 | $895,576 (est.) Go Store It Wilmington Storage Depositor, LLC was responsible for paying certain fees and costs of approximately $777,576. | John Jenkins BrokerCheck CRD 1163851 ↗ via Arete Wealth Management, LLC (CRD 44856 ↗) Trawnegan Gall BrokerCheck CRD 6266415 ↗ via Cabot Lodge Securities LLC (CRD 159712 ↗) Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Joseph Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Robin Naylor BrokerCheck CRD 1392433 ↗ via Emerson Equity LLC (CRD 130032 ↗) Corbin Thomas BrokerCheck CRD 4234748 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Troy Thomas BrokerCheck CRD 4691720 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ |
| EDGAR ↗ | Nov 21, 2019 D File 021-353920 | $454,500 | $0 | $91,250 (est.) | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Oct 10, 2019 D File 021-350748 | $203,831 (est.) | $0 | $405,000 (est.) Acquisition Fee $165,000; Closing Costs $240,000 | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Sep 24, 2019 D/A File 021-345456 | $318,000 (est.) | $0 | $175,000 (est.) | Emerson Equity BrokerCheck CRD 130032 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ |
| EDGAR ↗ | Aug 26, 2019 D/A File 021-337094 | $574,028 | $0 | $390,320 (est.) The Manager or an affiliate will be reimbursed for organization and offering expenses which are anticipated to be $194,570.90, and will be entitled to a financing fee of approximately $35,750 and an acquisition fee of approximately $160,000. | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Jul 25, 2018 D File 021-317738 | $441,000 (est.) | $0 | $738,000 (est.) Go Store It Asheville Storage Depositor, LLC will be responsible for paying certain fees and costs of approximately $625,000. | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Jun 20, 2018 D File 021-314942 | $2,250,000 (est.) | $0 | $0 | Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗ |
| EDGAR ↗ | Jan 11, 2017 D File 021-278097 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 16, 2016 D File 021-274601 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 12, 2016 D File 021-268826 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 16, 2015 D File 021-243854 | $0 | $0 | $0 | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across all 197 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Go Store in the sources searched.
Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 23, 2026, 11:51 PM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | NOMO Investment Partners, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Other Real Estate | 1 | $0 offering $14,000,000 · similar: $2,250,000–$16,950,000 | 0 similar: 5–32 | $250,000 similar: $15,000–$100,000 | 2015–2015 |
| EDGAR ↗ | Security Raleigh Investors LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $3,300,000 offering $3,500,000 · similar: $1,815,000–$10,000,000 | 15 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | Richmond Storage Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $3,300,000 offering $3,500,000 · similar: $1,815,000–$10,000,000 | 15 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2016–2016 |
| EDGAR ↗ | Asheville Cube Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $2,525,000 offering $2,525,000 · similar: $1,815,000–$10,000,000 | 8 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2017–2017 |
| EDGAR ↗ | Go Store It Opportunity Fund I, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $25,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $5,000 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | Go Store It Asheville Storage DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $4,900,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2018–2018 |
| EDGAR ↗ | Derita Road Storage Investors, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $0 offering $4,216,190 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | Go Store It Wilmington Storage DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $5,175,000 offering $5,175,000 · similar: $1,815,000–$10,000,000 | 29 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | Go Store It Louisville Storage DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $250,000 offering $5,300,000 · similar: $3,000,000–$20,000,000 | 1 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | MCG Folly Storage Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Other Real Estate | 1 | $0 offering $35,827,450 · similar: $2,250,000–$16,950,000 | 0 similar: 5–32 | $100,000 similar: $15,000–$100,000 | 2019–2019 |
| EDGAR ↗ | Go Store It Gerber Road LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $6,664,408 offering $12,427,419 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2019–2020 |
| EDGAR ↗ | Go Store It Raleigh Storage DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $362,378 offering $5,050,000 · similar: $1,815,000–$10,000,000 | 2 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | Go Store It Kennesaw, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $3,450,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | Go Store It Bluffton Storage DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $175,000 offering $7,650,000 · similar: $3,000,000–$20,000,000 | 1 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2019–2019 |
| EDGAR ↗ | Madison Retail Box Conversion REIT, Inc. | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | REITS and Finance | 4 | $62,104,355 offering $75,000,000 · similar: $125,000–$125,000 | 285 similar: 124–125 | $50,000 similar: $1,000–$1,000 | 2019–2023 |
| EDGAR ↗ | Go Store It Greenville Storage DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $0 offering $9,125,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2019–2019 |
| EDGAR ↗ | Go Store It Mt. Pleasant, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $13,468,500 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | Madison Richmond Opportunity Fund I, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CHARLOTTE, NC | Commercial | 2 | $4,092,661 offering $6,500,000 · similar: $3,000,000–$20,000,000 | 16 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2020–2021 |
| EDGAR ↗ | Go Store It Fletcher Storage DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $7,545,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | MCG 29 Investors, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $0 offering $6,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | Go Store It Nashville, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $17,664,706 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | Go Store It Naples Storage, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $15,550,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | MCG Raleigh Investors Pref, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 4 | $6,470,490 offering $6,500,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $25,000 similar: $25,000–$86,942 | 2020–2020 |
| EDGAR ↗ | Go Store It Pooler, LLC | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CHARLOTE, NC | Commercial | 1 | $0 offering $13,867,027 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | Madison Retail Box Conversion Opportunity Fund, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $20,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | MCG Madison Ridge Investors Pref, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $8,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2020–2020 |
| EDGAR ↗ | Go Store It Atlanta, LLC | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $11,834,320 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | MCG Madison Waterstar Investors Pref, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $12,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $12,000,000 similar: $25,000–$86,942 | 2020–2020 |
| EDGAR ↗ | MCG Charleston Apartments, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $0 | 0 | $100,000 | 2020–2020 |
| EDGAR ↗ | Go Store It Charleston Storage DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $16,525,556 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | MCG Rock Hill K Mart, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Other Real Estate | 1 | $1,825,000 offering $1,825,000 · similar: $2,250,000–$16,950,000 | 3 similar: 5–32 | $50,000 similar: $15,000–$100,000 | 2020–2020 |
| EDGAR ↗ | MCG Madison Trails Investors Pref, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $10,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2020–2020 |
| EDGAR ↗ | Go Store It Louisville LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $12,078,652 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2020–2020 |
| EDGAR ↗ | MCG Harpers Place LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $0 offering $40,654,054 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | Go Store It Wilmington II, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $14,669,508 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2020–2020 |
| EDGAR ↗ | MCG Madison 521 Investors Pref, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $2,009,050 offering $11,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2020–2020 |
| EDGAR ↗ | Go Store It Richmond Storage, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $10,925,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | MCG HENDERSONVILLE TIC LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $0 offering $14,231,036 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | MCG Madison Apex Investors Pref, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $11,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | MCG Pref Opportunity Fund, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | REITS and Finance | 1 | $1,000,000 offering $25,000,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | No minimum reported similar: $1,000–$1,000 | 2021–2021 |
| EDGAR ↗ | MCG Nocatee Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $9,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | MCG Nocatee Investors Pref, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $2,281,100 offering $11,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | MCG Madison Waterstar Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $1,950,000 offering $5,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | Madison Foundry Investors LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $14,700,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | MCG Aspire Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 1 | $50,000 offering $1,800,000 · similar: $1,675,000–$12,980,153 | 1 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | MCG Pref Storage Fund I, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | REITS and Finance | 2 | $0 offering $25,000,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | $25,000 similar: $1,000–$1,000 | 2021–2021 |
| EDGAR ↗ | GO STORE IT ATLANTA DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $16,701,451 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | GO STORE IT NASHVILLE STORAGE DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $12,280,495 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | MCG Asheville Pref, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $550,000 offering $9,500,000 · similar: $1,675,000–$12,980,153 | 2 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | MCG Berewick, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 1 | $1,850,000 offering $1,850,000 · similar: $1,675,000–$12,980,153 | 17 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | MCG Ft Mill, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 1 | $8,420,000 offering $11,000,000 · similar: $1,675,000–$12,980,153 | 34 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | Go Store It Charleston Gregorie DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $13,476,597 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | GO STORE IT CHARLESTON II DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $16,684,659 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | GO STORE IT CHARLOTTE FT MILL LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $16,445,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | Madison Century Farms Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 1 | $400,000 offering $22,500,000 · similar: $1,675,000–$12,980,153 | 5 similar: 5–37 | $100,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | GO STORE IT HILTON HEAD II DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $21,129,341 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | MCG Pensacola Investors Pref, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $8,500,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | MCG Tampa Investors Pref, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 3 | $0 offering $19,751,915 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2021–2022 |
| EDGAR ↗ | MCG Orlando Storage Investors, LLC | shared people, same business address | CHARLOTTE, NC | Commercial | 1 | $0 offering $5,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | MCG ASHEVILLE DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $33,305,495 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | MCG CHARLESTON EAST BAY DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $5,385,512 offering $35,216,667 · similar: $3,000,000–$20,000,000 | 5 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Madison Charleston Opportunity Fund V, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | REITS and Finance | 1 | $2,880,000 offering $5,000,000 · similar: $125,000–$125,000 | 7 similar: 124–125 | $25,000 similar: $1,000–$1,000 | 2021–2021 |
| EDGAR ↗ | GO STORE IT WILMINGTON III DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $11,074,725 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | GO STORE IT ASHEVILLE II, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $9,887,363 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | Madison Capital Multifamily Opportunity Fund, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Other Real Estate | 2 | $11,030,222 offering $50,000,000 · similar: $2,250,000–$16,950,000 | 127 similar: 5–32 | $50,000 similar: $15,000–$100,000 | 2021–2022 |
| EDGAR ↗ | MCG APARTMENT DEVELOPMENT FUND, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CHARLOTTE, NC | Commercial | 2 | $40,559,123 offering $75,000,000 · similar: $1,815,000–$10,000,000 | 336 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2021–2024 |
| EDGAR ↗ | MCG Melbourne Investors Pref, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $10,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | MCG Waterstar Investors Pref II, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $1,925,000 offering $9,000,000 · similar: $1,675,000–$12,980,153 | 5 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2021–2021 |
| EDGAR ↗ | Cameron CLT South End Pref, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $0 offering $17,228,282 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2021–2022 |
| EDGAR ↗ | GO STORE IT CHARLOTTE II DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $15,272,527 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2021–2021 |
| EDGAR ↗ | MCG CHARLOTTE MILL HOUSE DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $14,943,348 offering $33,729,929 · similar: $1,815,000–$10,000,000 | 29 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | GO STORE IT CONCORD STORAGE DST | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CHARLOTTE, VA | Commercial | 1 | $0 offering $8,173,876 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | GO STORE IT CHARLOTTE DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $12,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | GO STORE IT CROSSVILLE DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $10,425,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | Cameron Pref Opportunity Fund, LLC | shared people, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $50,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2022–2022 |
| EDGAR ↗ | Cameron Rockledge Investors, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $50,000 offering $20,000,000 · similar: $1,815,000–$10,000,000 | 1 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | Go Store It North Carolina, DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $10,261,979 offering $65,218,994 · similar: $3,000,000–$20,000,000 | 31 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Cameron Bluffton Investors Pref, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $153,000 offering $9,500,000 · similar: $1,675,000–$12,980,153 | 5 similar: 5–37 | $100,000 similar: $25,000–$86,942 | 2022–2022 |
| EDGAR ↗ | MCG Charleston James Island DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $3,425,026 offering $14,861,816 · similar: $3,000,000–$20,000,000 | 8 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | GO STORE IT NANTUCKET STORAGE DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $50,324,022 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Madison Apex Investors Pref LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 1 | $7,000,000 offering $13,595,505 · similar: $1,675,000–$12,980,153 | 1 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2022–2022 |
| EDGAR ↗ | Cameron Bradenton Investors LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $3,400,000 offering $20,000,000 · similar: $1,675,000–$12,980,153 | 4 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2022–2022 |
| EDGAR ↗ | Madison Charleston Opportunity Fund VI, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $250,000 offering $3,900,000 · similar: $1,675,000–$12,980,153 | 1 similar: 5–37 | $25,000 similar: $25,000–$86,942 | 2022–2022 |
| EDGAR ↗ | CAMERON CHARLOTTE INDUSTRIAL DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $5,290,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | CAMERON WAL MART DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $2,390,635 offering $12,413,000 · similar: $3,000,000–$20,000,000 | 4 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Cameron Net Lease Fund, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $5,630,000 offering $50,000,000 · similar: $3,000,000–$20,000,000 | 41 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Madison St. Augustine Investors Pref, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 1 | $11,000,000 offering $13,900,000 · similar: $1,675,000–$12,980,153 | 3 similar: 5–37 | $25,000 similar: $25,000–$86,942 | 2022–2022 |
| EDGAR ↗ | MCG South End, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $1,500,000 offering $27,966,100 · similar: $1,675,000–$12,980,153 | 4 similar: 5–37 | $25,000 similar: $25,000–$86,942 | 2022–2022 |
| EDGAR ↗ | GSI Winter Garden Orlando Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $2,000,000 offering $12,700,000 · similar: $3,000,000–$20,000,000 | 1 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Madison Bonita Springs Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $5,755,000 offering $9,000,000 · similar: $4,000,000–$20,000,000 | 20 similar: 4–46 | $25,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | MCG Pensacola Investors Pref II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 2 | $5,651,383 offering $9,473,685 · similar: $1,675,000–$12,980,153 | 14 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2022–2024 |
| EDGAR ↗ | Cameron Net Lease Fund 2, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $805,000 offering $50,000,000 · similar: $3,000,000–$20,000,000 | 6 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Madison Farms DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | Charlotte, NC | Commercial | 3 | $60,171,111 offering $80,279,330 · similar: $3,000,000–$20,000,000 | 36 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2022–2023 |
| EDGAR ↗ | Madison Bonita Springs Investors II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $2,100,000 offering $15,000,000 · similar: $4,000,000–$20,000,000 | 4 similar: 4–46 | $25,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Madison Capital Group LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 5 | $68,880,561 offering $70,000,000 · similar: $1,815,000–$10,000,000 | 266 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2022–2023 |
| EDGAR ↗ | MCG Pref Opportunity Fund II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $0 offering $100,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | MCG Pref Storage Fund II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $25,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | Cameron Mt. Pleasant Investors, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 3 | $2,933,000 offering $12,000,000 · similar: $1,815,000–$10,000,000 | 3 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2022–2023 |
| EDGAR ↗ | GSI North Las Vegas Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $3,490,000 offering $6,030,000 · similar: $1,815,000–$10,000,000 | 15 similar: 7–33 | $25,000 similar: $20,000–$50,000 | 2022–2022 |
| EDGAR ↗ | Go Store It Charleston III DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $13,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Madison Palm Coast Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $17,846,543 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2023 |
| EDGAR ↗ | MCG Summerdance Phase I Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 3 | $33,834,007 offering $35,000,000 · similar: $1,675,000–$12,980,153 | 288 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2024 |
| EDGAR ↗ | MCG Savannah Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 2 | $0 offering $14,750,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2023 |
| EDGAR ↗ | Cameron Mt. Pleasant Investors II, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $0 offering $20,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2023–2023 |
| EDGAR ↗ | MCG Pensacola Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $6,000,000 offering $6,000,000 · similar: $1,675,000–$12,980,153 | 1 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2023 |
| EDGAR ↗ | Madison Distressed Credit Fund, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 2 | $0 offering $100,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2023–2023 |
| EDGAR ↗ | Go Store It Hampton DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $5,708,704 offering $15,000,000 · similar: $3,000,000–$20,000,000 | 24 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2023–2024 |
| EDGAR ↗ | Cameron High Grove, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Other | 7 | $250,000 offering Indefinite · similar: $500,000–$7,000,000 | 2 similar: 2–14 | $175,000 similar: $5,000–$50,000 | 2023–2025 |
| EDGAR ↗ | Madison South Blvd Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 1 | $0 offering $20,500,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2023 |
| EDGAR ↗ | Madison Bees Ferry Road Pref, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 3 | $9,504,362 offering $16,000,000 · similar: $1,675,000–$12,980,153 | 65 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2024 |
| EDGAR ↗ | MCG South End Investors II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 2 | $15,637,600 offering $34,578,541 · similar: $1,675,000–$12,980,153 | 62 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2024 |
| EDGAR ↗ | Blue Gate Bonita Investors II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $7,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2023–2023 |
| EDGAR ↗ | MCG Waterstar Investors Pref III, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $5,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2023 |
| EDGAR ↗ | Madison Capital Debt Opportunity, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 3 | $76,520,592 offering $76,520,592 · similar: $3,000,000–$20,000,000 | 546 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2023–2024 |
| EDGAR ↗ | Madison Weaverville Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 1 | $0 offering $11,357,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2023 |
| EDGAR ↗ | MCG South End Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $25,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2023 |
| EDGAR ↗ | MCG Canton Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $9,623,133 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2023 |
| EDGAR ↗ | Cameron Net Lease Fund III, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $46,878,163 offering $75,000,000 · similar: $3,000,000–$20,000,000 | 335 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2023–2024 |
| EDGAR ↗ | Madison Capital GP, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $30,000,000 · similar: $1,675,000–$12,980,153 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2023–2023 |
| EDGAR ↗ | Go Store It Orlando DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $18,508,380 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Cameron High Grove Farms, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $6,753,297 offering $10,000,000 · similar: $3,000,000–$20,000,000 | 41 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Madison Charleston Opportunity Fund IX, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $1,700,000 offering $4,600,000 · similar: $3,000,000–$20,000,000 | 5 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2023–2023 |
| EDGAR ↗ | Madison Argent Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 1 | $2,283,400 offering $13,302,889 · similar: $1,675,000–$12,980,153 | 2 similar: 5–37 | $50,000 similar: $25,000–$86,942 | 2024–2024 |
| EDGAR ↗ | Blue Gate Sanford Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $3,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Madison Charleston Opportunity Fund VIII, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $100,000 offering $3,400,000 · similar: $3,000,000–$20,000,000 | 1 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Madison Ridge DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 2 | $23,938,230 offering $77,670,567 · similar: $4,000,000–$20,000,000 | 81 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Madison Melbourne Preferred Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 1 | $0 offering $15,342,070 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | MCG Canton Investors II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $7,500,000 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Blue Gate Preferred Investors I, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $4,072,000 offering $7,500,000 · similar: $3,000,000–$20,000,000 | 66 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | MCG Bridge Opportunity Fund, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $50,000,000 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Hampton Storage Investors II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $2,846,900 offering $6,500,000 · similar: $1,815,000–$10,000,000 | 1 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2024–2024 |
| EDGAR ↗ | MCG Bridge Fund, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $50,000,000 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Blue Gate Chesapeake Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $300,000 offering $5,300,000 · similar: $1,815,000–$10,000,000 | 4 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2024–2024 |
| EDGAR ↗ | Go Store It Texas DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $20,994,413 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Madison Palm Coast Investors III, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $23,319,893 · similar: $4,000,000–$20,000,000 | 1 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Madison Net Lease Fund IV, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $549,428 offering $100,000,000 · similar: $3,000,000–$20,000,000 | 3 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Madison Capital Group Corp Bond, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $25,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Madison 7 Brew DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $0 offering $17,212,151 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Blue Gate Mooresville Marina Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $2,055,000 offering $6,500,000 · similar: $1,815,000–$10,000,000 | 12 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2024–2024 |
| EDGAR ↗ | GSI Oakridge Owner, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $0 offering $10,080,028 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $500,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Madison Palm Coast Investors Pref, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 2 | $0 offering $7,000,000 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | CPC Atlanta Industrial Pref, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 2 | $0 offering $12,367,024 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Madison West Marina Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $325,000 offering $11,400,000 · similar: $3,000,000–$20,000,000 | 3 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Links Car Wash Orlando Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $5,100,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Links Car Wash Tampa Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $400,000 offering $4,200,000 · similar: $3,000,000–$20,000,000 | 3 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Links Car Wash Opportunity Fund, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $65,818,426 offering $75,000,000 · similar: $3,000,000–$20,000,000 | 415 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Go Store It Opportunity Fund, LP | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $250,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | GSI Franklin Goose Creek Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $6,545,000 offering $8,000,000 · similar: $3,000,000–$20,000,000 | 129 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | MCG Charlottesville MF Pref Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $10,551,181 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Blue Gate PCB Marina Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $2,105,000 offering $3,800,000 · similar: $1,815,000–$10,000,000 | 18 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2024–2024 |
| EDGAR ↗ | Madison Bradenton Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CHARLOTTE, NC | Commercial | 2 | $2,454,215 offering $10,300,000 · similar: $3,000,000–$20,000,000 | 10 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Go Store It Opportunity Fund REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | Madison Trinity Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CHARLOTTE, NC | Residential | 1 | $0 offering $9,039,548 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Madison 12 Mile Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $8,963,240 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison Capital Group Corp Bond 2, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $25,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $250,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison Porter Opportunity Fund, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $0 offering $15,758,277 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison Capital Group Private Bond, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 2 | $36,931,595 offering $50,000,000 · similar: $4,000,000–$20,000,000 | 155 similar: 4–46 | $250,000 similar: $25,000–$100,000 | 2025–2026 |
| EDGAR ↗ | GSI Melbourne Investors II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $8,350,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | MCG Charlottesville MF Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $5,183,649 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison West Marina Summerdance, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $5,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $100,000 similar: $20,000–$50,000 | 2025–2025 |
| EDGAR ↗ | Blue Gate Shady Cove Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $5,000,000 · similar: $1,815,000–$10,000,000 | 0 similar: 7–33 | $50,000 similar: $20,000–$50,000 | 2025–2025 |
| EDGAR ↗ | Madison Apopka Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CHARLOTTE, NC | Residential | 1 | $0 offering $20,553,260 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison Reno Partners, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $2,900,000 offering $80,000,000 · similar: $3,000,000–$20,000,000 | 15 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Fresh Stop, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $2,813,450 offering $10,000,000 · similar: $3,000,000–$20,000,000 | 11 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Fresh Stop Texas DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $12,585,062 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | MCG Melbourne Investors II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $4,254,450 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison Reno Partners II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $5,800,000 offering $80,000,000 · similar: $3,000,000–$20,000,000 | 22 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison Reno Partners III, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $3,538,712 offering $45,000,000 · similar: $3,000,000–$20,000,000 | 25 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Links Car Wash Opportunity Fund II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $2,020,000 offering $75,000,000 · similar: $3,000,000–$20,000,000 | 16 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison 12 Mile Investors Pref, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHARLOTTE, NC | Residential | 3 | $12,013,876 offering $12,013,876 · similar: $4,000,000–$20,000,000 | 87 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2025–2026 |
| EDGAR ↗ | Links Car Wash, LLC | shared management entity, similar issuer names | CHARLOTTE, NC | Other | 2 | $7,461,971 offering $15,000,000 · similar: $1,100,000–$15,000,000 | 88 similar: 2–17 | $100,000 similar: $14,962–$100,000 | 2025–2026 |
| EDGAR ↗ | Madison Convenience Fund I, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | CHARLOTTE, NC | Commercial | 1 | $556,500 offering $100,000,000 · similar: $3,000,000–$20,000,000 | 4 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison Waterstar Orlando DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address | CHARLOTTE, NC | Residential | 2 | $1,712,283 offering $106,751,437 · similar: $4,000,000–$20,000,000 | 4 similar: 4–46 | $25,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | MCG Gainesville FL BTR DST | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity | CHARLOTTE, NC | Residential | 2 | $0 offering $31,709,210 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $25,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison 12 Mile Investors II, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | CHARLOTTE, NC | Residential | 2 | $0 offering $11,254,253 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Fresh Stop II DST | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $13,161,798 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Blue Gate Management, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHARLOTTE, NC | Commercial | 4 | $3,216,224 offering $6,746,338 · similar: $3,000,000–$20,000,000 | 9 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2025–2026 |
| EDGAR ↗ | MCG Links Car Wash I, DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHARLOTTE, NC | Commercial | 2 | $1,824,665 offering $9,428,445 · similar: $3,000,000–$20,000,000 | 7 similar: 4–26 | $100,000 similar: $25,000–$100,000 | 2025–2026 |
| EDGAR ↗ | Cameron High Grove Farms II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $625,000 offering $50,000,000 · similar: $3,000,000–$20,000,000 | 12 similar: 4–26 | $25,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison Rumney Opportunity Fund, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity | CHARLOTTE, NC | Commercial | 1 | $0 offering $4,282,280 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | MCG South End Investors III, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $9,846,797 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Madison Foundry Opportunity Fund, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $9,158,175 offering $31,482,033 · similar: $3,000,000–$20,000,000 | 19 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | Links Car Wash Florida Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $11,931,017 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2025–2025 |
| EDGAR ↗ | West Marina Investors Pref, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity | CHARLOTTE, NC | Commercial | 2 | $6,630,000 offering $15,000,000 · similar: $3,000,000–$20,000,000 | 39 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Madison Walnut Street Opportunity Fund, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity | CHARLOTTE, NC | Commercial | 1 | $0 offering $3,650,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Cameron High Grove Farms III, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $50,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Links Car Wash Management, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $2,448,848 offering $2,448,848 · similar: $3,000,000–$20,000,000 | 3 similar: 4–26 | $250,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | CAR WASH & CONVENIENCE OPPORTUNITY FUND, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity | CHARLOTTE, NC | Commercial | 2 | $0 offering $200,000,000 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Madison Multifamily FWS Debt Fund, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity | CHARLOTTE, NC | Commercial | 1 | $0 offering $8,288,889 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Madison Palm Coast Investors Pref II, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CHARLOTTE, NC | Residential | 1 | $0 offering $18,709,064 · similar: $4,000,000–$20,000,000 | 0 similar: 4–46 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | MCG Arden NC Multifamily DST | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity | CHARLOTTE, NC | Residential | 1 | $3,242,882 offering $13,988,903 · similar: $4,000,000–$20,000,000 | 12 similar: 4–46 | $100,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Madison Manatee Avenue Opportunity Fund, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity | CHARLOTTE, NC | Commercial | 1 | $0 offering $3,577,096 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Madison Reno Hotel QOF, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $36,177,778 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Blue Gate Bayside Marina Owner TIC 9, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $500,000 offering $500,000 · similar: $3,000,000–$20,000,000 | 1 similar: 4–26 | $500,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Madison GP Opportunity Fund I, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity | CHARLOTTE, NC | Other Real Estate | 1 | $0 offering $50,000,000 · similar: $3,160,078–$25,000,000 | 0 similar: 4–53 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | Links Car Wash Arcadia Investors, LLC | shared principal (person on 60+ issuers) at the same address or management entity, similar issuer names | CHARLOTTE, NC | Commercial | 1 | $0 offering $2,362,860 · similar: $3,000,000–$20,000,000 | 0 similar: 4–26 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
| EDGAR ↗ | MCG Net Lease Wash & Convenience Fund, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity | CHARLOTTE, NC | Other Real Estate | 1 | $0 offering $50,000,000 · similar: $3,160,078–$25,000,000 | 0 similar: 4–53 | $50,000 similar: $25,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (9 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Oct 20, 2026 | MCG Net Lease Wash & Convenience Fund, LLC | D | Other Real Estate | $50,000,000 | $0 |
| EDGAR ↗ | Oct 14, 2026 | West Marina Investors Pref, LLC | D/A | Commercial | $15,000,000 | $6,630,000 |
| EDGAR ↗ | Sep 14, 2026 | MCG Links Car Wash I, DST | D/A | Commercial | $9,428,445 | $1,824,665 |
| EDGAR ↗ | Jul 10, 2026 | Links Car Wash Arcadia Investors, LLC | D | Commercial | $2,362,860 | $0 |
| EDGAR ↗ | May 28, 2026 | Blue Gate Management, LLC | D/A | Commercial | $6,746,338 | $3,216,224 |
| EDGAR ↗ | May 27, 2026 | Madison GP Opportunity Fund I, LLC | D | Other Real Estate | $50,000,000 | $0 |
| EDGAR ↗ | Apr 21, 2026 | Blue Gate Management, LLC | D/A | Commercial | $6,746,338 | $2,626,221 |
| EDGAR ↗ | Apr 17, 2026 | Blue Gate Bayside Marina Owner TIC 9, LLC | D | Commercial | $500,000 | $500,000 |
| EDGAR ↗ | Apr 10, 2026 | Madison Reno Hotel QOF, LLC | D | Commercial | $36,177,778 | $0 |
| EDGAR ↗ | Apr 1, 2026 | Madison Manatee Avenue Opportunity Fund, LLC | D | Commercial | $3,577,096 | $0 |
| EDGAR ↗ | Mar 19, 2026 | MCG Arden NC Multifamily DST | D | Residential | $13,988,903 | $3,242,882 |
| EDGAR ↗ | Mar 18, 2026 | Madison Palm Coast Investors Pref II, LLC | D | Residential | $18,709,064 | $0 |
| EDGAR ↗ | Mar 12, 2026 | Madison 12 Mile Investors Pref, LLC | D/A | Residential | $12,013,876 | $12,013,876 |
| EDGAR ↗ | Mar 9, 2026 | CAR WASH & CONVENIENCE OPPORTUNITY FUND, LLC | D/A | Commercial | $200,000,000 | $0 |
| EDGAR ↗ | Mar 5, 2026 | Madison Multifamily FWS Debt Fund, LLC | D | Commercial | $8,288,889 | $0 |
| EDGAR ↗ | Feb 24, 2026 | Links Car Wash, LLC | D/A | Other | $15,000,000 | $7,461,971 |
| EDGAR ↗ | Feb 18, 2026 | Madison Capital Group Private Bond, LLC | D/A | Residential | $50,000,000 | $36,931,595 |
| EDGAR ↗ | Feb 11, 2026 | CAR WASH & CONVENIENCE OPPORTUNITY FUND, LLC | D | Commercial | $200,000,000 | $0 |
| EDGAR ↗ | Feb 10, 2026 | Links Car Wash Management, LLC | D | Commercial | $2,448,848 | $2,448,848 |
| EDGAR ↗ | Feb 4, 2026 | Cameron High Grove Farms III, LLC | D | Commercial | $50,000,000 | $0 |
| EDGAR ↗ | Jan 30, 2026 | Madison Walnut Street Opportunity Fund, LLC | D | Commercial | $3,650,000 | $0 |
| EDGAR ↗ | Jan 15, 2026 | West Marina Investors Pref, LLC | D | Commercial | $10,000,000 | $0 |
| EDGAR ↗ | Dec 12, 2025 | Links Car Wash Florida Investors, LLC | D | Commercial | $11,931,017 | $0 |
| EDGAR ↗ | Nov 25, 2025 | Madison Foundry Opportunity Fund, LLC | D | Commercial | $31,482,033 | $9,158,175 |
| EDGAR ↗ | Oct 22, 2025 | MCG South End Investors III, LLC | D | Commercial | $9,846,797 | $0 |
| EDGAR ↗ | Oct 20, 2025 | Madison Rumney Opportunity Fund, LLC | D | Commercial | $4,282,280 | $0 |
| EDGAR ↗ | Oct 16, 2025 | Cameron High Grove Farms II, LLC | D | Commercial | $50,000,000 | $625,000 |
| EDGAR ↗ | Oct 3, 2025 | MCG Links Car Wash I, DST | D | Commercial | $16,074,993 | $0 |
| EDGAR ↗ | Sep 18, 2025 | MCG Gainesville FL BTR DST | D/A | Residential | $31,709,210 | $0 |
| EDGAR ↗ | Sep 16, 2025 | Madison Reno Partners III, LLC | D/A | Commercial | $45,000,000 | $3,538,712 |
| EDGAR ↗ | Sep 5, 2025 | Blue Gate Management, LLC | D | Commercial | $1,165,044 | $1,165,044 |
| EDGAR ↗ | Sep 3, 2025 | Madison 12 Mile Investors II, LLC | D/A | Residential | $11,254,253 | $0 |
| EDGAR ↗ | Aug 29, 2025 | Cameron High Grove, LLC | D | Other | Indefinite | $0 |
| EDGAR ↗ | Aug 28, 2025 | Blue Gate Management, LLC | D | Commercial | $6,746,338 | $2,006,221 |
| EDGAR ↗ | Aug 28, 2025 | Fresh Stop II DST | D | Commercial | $13,161,798 | $0 |
| EDGAR ↗ | Aug 27, 2025 | Madison 12 Mile Investors II, LLC | D | Residential | $11,254,253 | $0 |
| EDGAR ↗ | Aug 26, 2025 | MCG Gainesville FL BTR DST | D | Residential | $33,971,736 | $0 |
| EDGAR ↗ | Aug 20, 2025 | Madison 12 Mile Investors Pref, LLC | D/A | Residential | $11,016,949 | $0 |
| EDGAR ↗ | Aug 13, 2025 | Madison Waterstar Orlando DST | D/A | Residential | $106,751,437 | $1,712,283 |
| EDGAR ↗ | Aug 13, 2025 | Madison Waterstar Orlando DST | D | Residential | $106,751,437 | $152,283 |
| EDGAR ↗ | Aug 5, 2025 | Madison Convenience Fund I, LLC | D | Commercial | $100,000,000 | $556,500 |
| EDGAR ↗ | Jul 25, 2025 | Links Car Wash, LLC | D | Other | $10,000,000 | $1,903,700 |
| EDGAR ↗ | Jul 22, 2025 | Madison 12 Mile Investors Pref, LLC | D | Residential | $16,694,915 | $0 |
| EDGAR ↗ | Jun 9, 2025 | Links Car Wash Opportunity Fund II, LLC | D | Commercial | $75,000,000 | $2,020,000 |
| EDGAR ↗ | May 27, 2025 | Madison Reno Partners II, LLC | D/A | Commercial | $80,000,000 | $5,800,000 |
| EDGAR ↗ | May 27, 2025 | Madison Reno Partners, LLC | D/A | Commercial | $80,000,000 | $2,900,000 |
| EDGAR ↗ | May 12, 2025 | Madison Reno Partners III, LLC | D | Commercial | $45,000,000 | $0 |
| EDGAR ↗ | May 12, 2025 | Madison Reno Partners II, LLC | D | Commercial | $45,000,000 | $3,800,000 |
| EDGAR ↗ | May 6, 2025 | MCG Melbourne Investors II, LLC | D | Residential | $4,254,450 | $0 |
| EDGAR ↗ | May 6, 2025 | Fresh Stop Texas DST | D | Commercial | $12,585,062 | $0 |
| EDGAR ↗ | May 6, 2025 | Fresh Stop, LLC | D | Commercial | $10,000,000 | $2,813,450 |
| EDGAR ↗ | Apr 25, 2025 | Madison Reno Partners, LLC | D | Commercial | $45,000,000 | $0 |
| EDGAR ↗ | Feb 27, 2025 | Madison Apopka Investors, LLC | D | Residential | $20,553,260 | $0 |
| EDGAR ↗ | Feb 26, 2025 | Blue Gate Shady Cove Investors, LLC | D | Commercial | $5,000,000 | $0 |
| EDGAR ↗ | Feb 24, 2025 | Madison West Marina Summerdance, LLC | D | Commercial | $5,000,000 | $0 |
| EDGAR ↗ | Feb 21, 2025 | MCG Charlottesville MF Investors, LLC | D | Residential | $5,183,649 | $0 |
| EDGAR ↗ | Feb 10, 2025 | Cameron High Grove, LLC | D | Other | Indefinite | $200,000 |
| EDGAR ↗ | Feb 6, 2025 | GSI Melbourne Investors II, LLC | D | Commercial | $8,350,000 | $0 |
| EDGAR ↗ | Jan 29, 2025 | Madison Capital Group Private Bond, LLC | D | Residential | $30,000,000 | $0 |
| EDGAR ↗ | Jan 28, 2025 | Madison Porter Opportunity Fund, LLC | D | Commercial | $15,758,277 | $0 |
| EDGAR ↗ | Jan 27, 2025 | Cameron High Grove, LLC | D | Other | Indefinite | $150,000 |
| EDGAR ↗ | Jan 17, 2025 | Madison Capital Group Corp Bond 2, LLC | D | Commercial | $25,000,000 | $0 |
| EDGAR ↗ | Jan 13, 2025 | Madison 12 Mile Investors, LLC | D | Residential | $8,963,240 | $0 |
| EDGAR ↗ | Dec 31, 2024 | Links Car Wash Opportunity Fund, LLC | D/A | Commercial | $75,000,000 | $65,818,426 |
| EDGAR ↗ | Dec 26, 2024 | Madison Capital Debt Opportunity, LLC | D/A | Commercial | $76,520,592 | $76,520,592 |
| EDGAR ↗ | Dec 13, 2024 | Madison Trinity Investors, LLC | D | Residential | $9,039,548 | $0 |
| EDGAR ↗ | Dec 12, 2024 | MCG Pensacola Investors Pref II, LLC | D/A | Residential | $9,473,685 | $5,651,383 |
| EDGAR ↗ | Dec 9, 2024 | Madison Bradenton Investors, LLC | D/A | Commercial | $10,300,000 | $2,454,215 |
| EDGAR ↗ | Dec 9, 2024 | Cameron High Grove, LLC | D | Other | Indefinite | $250,000 |
| EDGAR ↗ | Dec 3, 2024 | Go Store It Opportunity Fund REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Nov 5, 2024 | Cameron Net Lease Fund III, LLC | D/A | Commercial | $75,000,000 | $46,878,163 |
| EDGAR ↗ | Nov 1, 2024 | Madison Bradenton Investors, LLC | D | Commercial | $10,300,000 | $800,000 |
| EDGAR ↗ | Oct 28, 2024 | Blue Gate PCB Marina Investors, LLC | D | Commercial | $3,800,000 | $2,105,000 |
| EDGAR ↗ | Oct 25, 2024 | Madison Ridge DST | D/A | Residential | $77,670,567 | $23,938,230 |
| EDGAR ↗ | Oct 24, 2024 | MCG Charlottesville MF Pref Investors, LLC | D | Residential | $10,551,181 | $0 |
| EDGAR ↗ | Oct 22, 2024 | CPC Atlanta Industrial Pref, LLC | D/A | Commercial | $12,367,024 | $0 |
| EDGAR ↗ | Oct 17, 2024 | GSI Franklin Goose Creek Investors, LLC | D | Commercial | $8,000,000 | $6,545,000 |
| EDGAR ↗ | Sep 30, 2024 | Go Store It Opportunity Fund, LP | D | Commercial | $250,000,000 | $0 |
| EDGAR ↗ | Sep 18, 2024 | Links Car Wash Tampa Investors, LLC | D | Commercial | $4,200,000 | $400,000 |
| EDGAR ↗ | Sep 18, 2024 | Links Car Wash Opportunity Fund, LLC | D | Commercial | $50,000,000 | $400,000 |
| EDGAR ↗ | Sep 9, 2024 | Madison Palm Coast Investors Pref, LLC | D/A | Residential | $7,000,000 | $0 |
| EDGAR ↗ | Sep 6, 2024 | Links Car Wash Orlando Investors, LLC | D | Commercial | $5,100,000 | $0 |
| EDGAR ↗ | Sep 3, 2024 | Madison West Marina Investors, LLC | D | Commercial | $11,400,000 | $325,000 |
| EDGAR ↗ | Aug 23, 2024 | CPC Atlanta Industrial Pref, LLC | D | Commercial | $14,688,323 | $0 |
| EDGAR ↗ | Aug 22, 2024 | Madison Palm Coast Investors Pref, LLC | D | Residential | $20,139,884 | $0 |
| EDGAR ↗ | Aug 14, 2024 | GSI Oakridge Owner, LLC | D | Commercial | $10,080,028 | $0 |
| EDGAR ↗ | Aug 5, 2024 | Blue Gate Mooresville Marina Investors, LLC | D | Commercial | $6,500,000 | $2,055,000 |
| EDGAR ↗ | Aug 5, 2024 | Madison 7 Brew DST | D | Commercial | $17,212,151 | $0 |
| EDGAR ↗ | Jul 29, 2024 | Madison Capital Group Corp Bond, LLC | D | Commercial | $25,000,000 | $0 |
| EDGAR ↗ | Jul 24, 2024 | Cameron High Grove, LLC | D | Other | Indefinite | $0 |
| EDGAR ↗ | Jul 9, 2024 | Madison Net Lease Fund IV, LLC | D | Commercial | $100,000,000 | $549,428 |
| EDGAR ↗ | Jul 1, 2024 | Madison Palm Coast Investors III, LLC | D | Residential | $23,319,893 | $0 |
| EDGAR ↗ | Jun 5, 2024 | Go Store It Texas DST | D | Commercial | $20,994,413 | $0 |
| EDGAR ↗ | May 29, 2024 | Madison Bees Ferry Road Pref, LLC | D/A | Residential | $16,000,000 | $9,504,362 |
| EDGAR ↗ | May 24, 2024 | Blue Gate Chesapeake Investors, LLC | D | Commercial | $5,300,000 | $300,000 |
| EDGAR ↗ | May 23, 2024 | MCG Bridge Fund, LLC | D | Residential | $50,000,000 | $0 |
| EDGAR ↗ | May 21, 2024 | Go Store It Hampton DST | D/A | Commercial | $15,000,000 | $5,708,704 |
| EDGAR ↗ | Apr 24, 2024 | Hampton Storage Investors II, LLC | D | Commercial | $6,500,000 | $2,846,900 |
| EDGAR ↗ | Apr 23, 2024 | MCG Bridge Opportunity Fund, LLC | D | Residential | $50,000,000 | $0 |
| EDGAR ↗ | Apr 19, 2024 | Blue Gate Preferred Investors I, LLC | D | Commercial | $7,500,000 | $4,072,000 |
| EDGAR ↗ | Apr 15, 2024 | MCG South End Investors II, LLC | D/A | Residential | $34,578,541 | $15,637,600 |
| EDGAR ↗ | Apr 15, 2024 | Madison Bees Ferry Road Pref, LLC | D/A | Residential | $16,000,000 | $3,634,362 |
| EDGAR ↗ | Apr 15, 2024 | MCG Summerdance Phase I Investors, LLC | D/A | Residential | $35,000,000 | $33,834,007 |
| EDGAR ↗ | Mar 26, 2024 | MCG Canton Investors II, LLC | D | Residential | $7,500,000 | $0 |
| EDGAR ↗ | Mar 11, 2024 | Madison Melbourne Preferred Investors, LLC | D | Residential | $15,342,070 | $0 |
| EDGAR ↗ | Mar 8, 2024 | Madison Ridge DST | D | Residential | $77,670,567 | $0 |
| EDGAR ↗ | Feb 14, 2024 | Madison Charleston Opportunity Fund VIII, LLC | D | Commercial | $3,400,000 | $100,000 |
| EDGAR ↗ | Feb 6, 2024 | Blue Gate Sanford Investors, LLC | D | Commercial | $3,000,000 | $0 |
| EDGAR ↗ | Jan 26, 2024 | MCG APARTMENT DEVELOPMENT FUND, LLC | D/A | Commercial | $75,000,000 | $40,559,123 |
| EDGAR ↗ | Jan 17, 2024 | Madison Argent Investors, LLC | D | Residential | $13,302,889 | $2,283,400 |
| EDGAR ↗ | Dec 20, 2023 | Madison Charleston Opportunity Fund IX, LLC | D | Commercial | $4,600,000 | $1,700,000 |
| EDGAR ↗ | Dec 4, 2023 | Cameron High Grove Farms, LLC | D | Commercial | $10,000,000 | $6,753,297 |
| EDGAR ↗ | Nov 17, 2023 | Madison Retail Box Conversion REIT, Inc. | D/A | REITS and Finance | $75,000,000 | $62,104,355 |
| EDGAR ↗ | Nov 8, 2023 | Madison Retail Box Conversion REIT, Inc. | D/A | REITS and Finance | $75,000,000 | $0 |
| EDGAR ↗ | Oct 31, 2023 | Madison Capital GP, LLC | D | Residential | $30,000,000 | $0 |
| EDGAR ↗ | Oct 31, 2023 | Go Store It Orlando DST | D | Commercial | $18,508,380 | $0 |
| EDGAR ↗ | Oct 16, 2023 | Cameron Net Lease Fund III, LLC | D | Commercial | $75,000,000 | $5,240,000 |
| EDGAR ↗ | Oct 11, 2023 | MCG Canton Investors, LLC | D | Residential | $9,623,133 | $0 |
| EDGAR ↗ | Oct 4, 2023 | Madison Capital Debt Opportunity, LLC | D/A | Commercial | $75,000,000 | $0 |
| EDGAR ↗ | Sep 5, 2023 | MCG South End Investors, LLC | D | Residential | $25,000,000 | $0 |
| EDGAR ↗ | Sep 5, 2023 | Madison Weaverville Investors, LLC | D | Residential | $11,357,000 | $0 |
| EDGAR ↗ | Aug 31, 2023 | Madison Capital Debt Opportunity, LLC | D | Commercial | $75,000,000 | $0 |
| EDGAR ↗ | Aug 23, 2023 | Madison Capital Group LLC | D/A | Commercial | $70,000,000 | $68,880,561 |
| EDGAR ↗ | Jul 10, 2023 | MCG Waterstar Investors Pref III, LLC | D | Residential | $5,000,000 | $0 |
| EDGAR ↗ | Jul 5, 2023 | Madison Farms DST | D/A | Commercial | $80,279,330 | $60,171,111 |
| EDGAR ↗ | Jun 23, 2023 | Madison Capital Group LLC | D | Commercial | $100,000,000 | $6,265,000 |
| EDGAR ↗ | Jun 13, 2023 | Cameron High Grove, LLC | D/A | Other | $60,000,000 | $0 |
| EDGAR ↗ | May 30, 2023 | Blue Gate Bonita Investors II, LLC | D | Commercial | $7,000,000 | $0 |
| EDGAR ↗ | May 30, 2023 | MCG South End Investors II, LLC | D | Residential | $29,705,000 | $0 |
| EDGAR ↗ | May 30, 2023 | Madison Bees Ferry Road Pref, LLC | D | Residential | $23,437,500 | $0 |
| EDGAR ↗ | May 30, 2023 | Madison South Blvd Investors, LLC | D | Residential | $20,500,000 | $0 |
| EDGAR ↗ | May 2, 2023 | MCG Summerdance Phase I Investors, LLC | D/A | Residential | $31,000,000 | $0 |
| EDGAR ↗ | May 1, 2023 | Cameron High Grove, LLC | D | Other | $60,000,000 | $0 |
| EDGAR ↗ | Apr 20, 2023 | Cameron Mt. Pleasant Investors II, LLC | D/A | Commercial | $20,000,000 | $0 |
| EDGAR ↗ | Apr 20, 2023 | Cameron Mt. Pleasant Investors, LLC | D/A | Commercial | $12,000,000 | $2,933,000 |
| EDGAR ↗ | Apr 7, 2023 | Madison Distressed Credit Fund, LLC | D/A | Commercial | $100,000,000 | $0 |
| EDGAR ↗ | Apr 5, 2023 | MCG Savannah Investors, LLC | D/A | Residential | $14,750,000 | $0 |
| EDGAR ↗ | Mar 16, 2023 | Madison Distressed Credit Fund, LLC | D | Commercial | $100,000,000 | $0 |
| EDGAR ↗ | Mar 16, 2023 | Go Store It Hampton DST | D | Commercial | $15,000,000 | $0 |
| EDGAR ↗ | Mar 13, 2023 | Madison Capital Group LLC | D/A | Commercial | $70,000,000 | $47,968,280 |
| EDGAR ↗ | Mar 8, 2023 | MCG Pensacola Investors, LLC | D | Residential | $6,000,000 | $6,000,000 |
| EDGAR ↗ | Mar 2, 2023 | Cameron Mt. Pleasant Investors II, LLC | D | Commercial | $20,000,000 | $0 |
| EDGAR ↗ | Feb 23, 2023 | MCG Savannah Investors, LLC | D | Residential | $14,750,000 | $0 |
| EDGAR ↗ | Feb 3, 2023 | MCG Summerdance Phase I Investors, LLC | D | Residential | $31,000,000 | $0 |
| EDGAR ↗ | Feb 3, 2023 | Cameron Mt. Pleasant Investors, LLC | D | Commercial | $12,000,000 | $0 |
| EDGAR ↗ | Jan 23, 2023 | Madison Capital Group LLC | D/A | Commercial | $50,000,000 | $23,343,750 |
| EDGAR ↗ | Jan 5, 2023 | Madison Palm Coast Investors, LLC | D | Residential | $17,846,543 | $0 |
| EDGAR ↗ | Dec 20, 2022 | Go Store It Charleston III DST | D | Commercial | $13,000,000 | $0 |
| EDGAR ↗ | Nov 25, 2022 | GSI North Las Vegas Investors, LLC | D | Commercial | $6,030,000 | $3,490,000 |
| EDGAR ↗ | Nov 18, 2022 | Cameron Mt. Pleasant Investors, LLC | D | Commercial | $20,000,000 | $0 |
| EDGAR ↗ | Nov 18, 2022 | MCG Pref Opportunity Fund II, LLC | D/A | Commercial | $100,000,000 | $0 |
| EDGAR ↗ | Nov 18, 2022 | MCG Pref Storage Fund II, LLC | D | Commercial | $25,000,000 | $0 |
| EDGAR ↗ | Nov 17, 2022 | MCG Pref Opportunity Fund II, LLC | D | Commercial | $100,000,000 | $0 |
| EDGAR ↗ | Nov 14, 2022 | Madison Capital Group LLC | D | Commercial | $30,000,000 | $4,343,750 |
| EDGAR ↗ | Oct 24, 2022 | Madison Farms DST | D/A | Commercial | $80,279,330 | $0 |
| EDGAR ↗ | Oct 5, 2022 | Madison Bonita Springs Investors II, LLC | D | Residential | $15,000,000 | $2,100,000 |
| EDGAR ↗ | Sep 30, 2022 | Madison Farms DST | D | Commercial | $80,279,330 | $0 |
| EDGAR ↗ | Sep 9, 2022 | Cameron Net Lease Fund 2, LLC | D | Commercial | $50,000,000 | $805,000 |
| EDGAR ↗ | Sep 7, 2022 | MCG Pensacola Investors Pref II, LLC | D | Residential | $9,473,685 | $2,600,000 |
| EDGAR ↗ | Aug 24, 2022 | Cameron Net Lease Fund, LLC | D/A | Commercial | $50,000,000 | $5,630,000 |
| EDGAR ↗ | Aug 18, 2022 | Madison Bonita Springs Investors, LLC | D | Residential | $9,000,000 | $5,755,000 |
| EDGAR ↗ | Aug 18, 2022 | GSI Winter Garden Orlando Investors, LLC | D | Commercial | $12,700,000 | $2,000,000 |
| EDGAR ↗ | Jul 25, 2022 | Madison Capital Multifamily Opportunity Fund, LLC | D/A | Other Real Estate | $50,000,000 | $11,030,222 |
| EDGAR ↗ | Jul 22, 2022 | MCG South End, LLC | D | Residential | $27,966,100 | $1,500,000 |
| EDGAR ↗ | Jul 21, 2022 | Madison St. Augustine Investors Pref, LLC | D | Residential | $13,900,000 | $11,000,000 |
| EDGAR ↗ | Jul 14, 2022 | Cameron Net Lease Fund, LLC | D | Pooled Investment Fund | $50,000,000 | $400,000 |
| EDGAR ↗ | Jun 30, 2022 | CAMERON WAL MART DST | D | Commercial | $12,413,000 | $2,390,635 |
| EDGAR ↗ | Jun 30, 2022 | CAMERON CHARLOTTE INDUSTRIAL DST | D | Commercial | $5,290,000 | $0 |
| EDGAR ↗ | Jun 17, 2022 | Madison Charleston Opportunity Fund VI, LLC | D | Residential | $3,900,000 | $250,000 |
| EDGAR ↗ | May 9, 2022 | Madison Apex Investors Pref LLC | D | Residential | $13,595,505 | $7,000,000 |
| EDGAR ↗ | May 9, 2022 | Cameron Bradenton Investors LLC | D | Residential | $20,000,000 | $3,400,000 |
| EDGAR ↗ | May 5, 2022 | MCG Charleston James Island DST | D | Commercial | $14,861,816 | $3,425,026 |
| EDGAR ↗ | May 5, 2022 | GO STORE IT NANTUCKET STORAGE DST | D | Commercial | $50,324,022 | $0 |
| EDGAR ↗ | Apr 6, 2022 | Cameron Bluffton Investors Pref, LLC | D | Residential | $9,500,000 | $153,000 |
| EDGAR ↗ | Apr 4, 2022 | Cameron CLT South End Pref, LLC | D/A | Commercial | $17,228,282 | $0 |
| EDGAR ↗ | Apr 4, 2022 | MCG Tampa Investors Pref, LLC | D/A | Commercial | $19,751,915 | $0 |
| EDGAR ↗ | Mar 29, 2022 | Go Store It North Carolina, DST | D | Commercial | $65,218,994 | $10,261,979 |
| EDGAR ↗ | Mar 29, 2022 | Cameron Rockledge Investors, LLC | D | Commercial | $20,000,000 | $50,000 |
| EDGAR ↗ | Jan 12, 2022 | Cameron Pref Opportunity Fund, LLC | D | Residential | $50,000,000 | $0 |
| EDGAR ↗ | Jan 12, 2022 | GO STORE IT CHARLOTTE DST | D | Commercial | $12,000,000 | $0 |
| EDGAR ↗ | Jan 12, 2022 | GO STORE IT CROSSVILLE DST | D | Commercial | $10,425,000 | $0 |
| EDGAR ↗ | Jan 4, 2022 | MCG CHARLOTTE MILL HOUSE DST | D | Commercial | $33,729,929 | $14,943,348 |
| EDGAR ↗ | Jan 4, 2022 | GO STORE IT CONCORD STORAGE DST | D | Commercial | $8,173,876 | $0 |
| EDGAR ↗ | Nov 29, 2021 | GO STORE IT CHARLOTTE II DST | D | Commercial | $15,272,527 | $0 |
| EDGAR ↗ | Nov 16, 2021 | Cameron CLT South End Pref, LLC | D | Commercial | $17,000,000 | $0 |
| EDGAR ↗ | Nov 12, 2021 | MCG Waterstar Investors Pref II, LLC | D | Residential | $9,000,000 | $1,925,000 |
| EDGAR ↗ | Nov 12, 2021 | MCG Melbourne Investors Pref, LLC | D | Residential | $10,000,000 | $0 |
| EDGAR ↗ | Oct 8, 2021 | MCG APARTMENT DEVELOPMENT FUND, LLC | D | Commercial | $50,000,000 | $0 |
| EDGAR ↗ | Oct 6, 2021 | Madison Capital Multifamily Opportunity Fund, LLC | D | Commercial | $50,000,000 | $0 |
| EDGAR ↗ | Sep 21, 2021 | GO STORE IT WILMINGTON III DST | D | Commercial | $11,074,725 | $0 |
| EDGAR ↗ | Sep 21, 2021 | GO STORE IT ASHEVILLE II, DST | D | Commercial | $9,887,363 | $0 |
| EDGAR ↗ | Sep 8, 2021 | Madison Charleston Opportunity Fund V, LLC | D | REITS and Finance | $5,000,000 | $2,880,000 |
| EDGAR ↗ | Sep 7, 2021 | MCG Tampa Investors Pref, LLC | D/A | Commercial | $13,235,295 | $0 |
| EDGAR ↗ | Aug 16, 2021 | MCG CHARLESTON EAST BAY DST | D | Commercial | $35,216,667 | $5,385,512 |
| EDGAR ↗ | Aug 16, 2021 | MCG ASHEVILLE DST | D | Commercial | $33,305,495 | $0 |
| EDGAR ↗ | Aug 11, 2021 | MCG Pref Storage Fund I, LLC | D/A | REITS and Finance | $25,000,000 | $0 |
| EDGAR ↗ | Jul 29, 2021 | MCG Tampa Investors Pref, LLC | D | Commercial | $9,000,000 | $0 |
| EDGAR ↗ | Jul 29, 2021 | MCG Orlando Storage Investors, LLC | D | Commercial | $5,000,000 | $0 |
| EDGAR ↗ | Jul 29, 2021 | MCG Pensacola Investors Pref, LLC | D | Commercial | $8,500,000 | $0 |
| EDGAR ↗ | Jul 27, 2021 | GO STORE IT HILTON HEAD II DST | D | Commercial | $21,129,341 | $0 |
| EDGAR ↗ | Jul 26, 2021 | Madison Century Farms Investors, LLC | D | Residential | $22,500,000 | $400,000 |
| EDGAR ↗ | Jul 15, 2021 | GO STORE IT CHARLOTTE FT MILL LLC | D | Commercial | $16,445,000 | $0 |
| EDGAR ↗ | Jun 30, 2021 | GO STORE IT CHARLESTON II DST | D | Commercial | $16,684,659 | $0 |
| EDGAR ↗ | Jun 10, 2021 | Go Store It Charleston Gregorie DST | D | Commercial | $13,476,597 | $0 |
| EDGAR ↗ | May 24, 2021 | MCG Ft Mill, LLC | D | Residential | $11,000,000 | $8,420,000 |
| EDGAR ↗ | May 24, 2021 | MCG Berewick, LLC | D | Residential | $1,850,000 | $1,850,000 |
| EDGAR ↗ | May 19, 2021 | MCG Asheville Pref, LLC | D | Residential | $9,500,000 | $550,000 |
| EDGAR ↗ | May 17, 2021 | GO STORE IT NASHVILLE STORAGE DST | D | Commercial | $12,280,495 | $0 |
| EDGAR ↗ | May 10, 2021 | GO STORE IT ATLANTA DST | D | Commercial | $16,701,451 | $0 |
| EDGAR ↗ | May 4, 2021 | MCG Pref Storage Fund I, LLC | D | REITS and Finance | $25,000,000 | $0 |
| EDGAR ↗ | Apr 27, 2021 | MCG Aspire Investors, LLC | D | Residential | $1,800,000 | $50,000 |
| EDGAR ↗ | Apr 27, 2021 | Madison Foundry Investors LLC | D | Residential | $14,700,000 | $0 |
| EDGAR ↗ | Apr 27, 2021 | MCG Madison Waterstar Investors, LLC | D | Residential | $5,000,000 | $1,950,000 |
| EDGAR ↗ | Apr 23, 2021 | MCG Nocatee Investors Pref, LLC | D | Residential | $11,000,000 | $2,281,100 |
| EDGAR ↗ | Apr 23, 2021 | MCG Nocatee Investors, LLC | D | Residential | $9,000,000 | $0 |
| EDGAR ↗ | Mar 24, 2021 | MCG Pref Opportunity Fund, LLC | D | REITS and Finance | $25,000,000 | $1,000,000 |
| EDGAR ↗ | Feb 16, 2021 | Madison Richmond Opportunity Fund I, LLC | D/A | Commercial | $6,500,000 | $4,092,661 |
| EDGAR ↗ | Jan 27, 2021 | MCG Madison Apex Investors Pref, LLC | D | Residential | $11,000,000 | $0 |
| EDGAR ↗ | Jan 21, 2021 | MCG HENDERSONVILLE TIC LLC | D | Commercial | $14,231,036 | $0 |
| EDGAR ↗ | Jan 15, 2021 | Go Store It Richmond Storage, DST | D | Commercial | $10,925,000 | $0 |
| EDGAR ↗ | Dec 21, 2020 | MCG Madison 521 Investors Pref, LLC | D | Residential | $11,000,000 | $2,009,050 |
| EDGAR ↗ | Dec 16, 2020 | Go Store It Wilmington II, DST | D | Commercial | $14,669,508 | $0 |
| EDGAR ↗ | Nov 25, 2020 | MCG Harpers Place LLC | D | Commercial | $40,654,054 | $0 |
| EDGAR ↗ | Nov 10, 2020 | Go Store It Louisville LLC | D | Commercial | $12,078,652 | $0 |
| EDGAR ↗ | Oct 29, 2020 | MCG Madison Trails Investors Pref, LLC | D | Residential | $10,000,000 | $0 |
| EDGAR ↗ | Oct 22, 2020 | MCG Rock Hill K Mart, LLC | D | Other Real Estate | $1,825,000 | $1,825,000 |
| EDGAR ↗ | Oct 13, 2020 | Go Store It Charleston Storage DST | D | Commercial | $16,525,556 | $0 |
| EDGAR ↗ | Sep 11, 2020 | MCG Raleigh Investors Pref, LLC | D/A | Residential | $6,500,000 | $6,470,490 |
| EDGAR ↗ | Sep 9, 2020 | MCG Charleston Apartments, LLC | D | Commercial | $33,937,151 | $0 |
| EDGAR ↗ | Sep 9, 2020 | MCG Charleston Apartments, LLC | D/A | Commercial | $33,937,151 | $0 |
| EDGAR ↗ | Sep 2, 2020 | MCG Raleigh Investors Pref, LLC | D/A | Residential | $6,500,000 | $6,470,490 |
| EDGAR ↗ | Aug 28, 2020 | MCG Raleigh Investors Pref, LLC | D/A | Residential | $6,500,000 | $0 |
| EDGAR ↗ | Aug 19, 2020 | Madison Retail Box Conversion REIT, Inc. | D/A | REITS and Finance | $75,000,000 | $0 |
| EDGAR ↗ | Aug 11, 2020 | MCG Madison Waterstar Investors Pref, LLC | D | Residential | $12,000,000 | $0 |
| EDGAR ↗ | Aug 7, 2020 | Go Store It Atlanta, LLC | D | Commercial | $11,834,320 | $0 |
| EDGAR ↗ | Jul 24, 2020 | MCG Madison Ridge Investors Pref, LLC | D | Residential | $8,000,000 | $0 |
| EDGAR ↗ | Jun 9, 2020 | Madison Retail Box Conversion Opportunity Fund, LLC | D | Commercial | $20,000,000 | $0 |
| EDGAR ↗ | May 14, 2020 | MCG Raleigh Investors Pref, LLC | D | Residential | $6,000,000 | $0 |
| EDGAR ↗ | May 14, 2020 | Go Store It Pooler, LLC | D | Commercial | $13,867,027 | $0 |
| EDGAR ↗ | May 12, 2020 | Go Store It Nashville, LLC | D | Commercial | $17,664,706 | $0 |
| EDGAR ↗ | May 12, 2020 | Go Store It Naples Storage, DST | D | Commercial | $15,550,000 | $0 |
| EDGAR ↗ | Apr 28, 2020 | MCG 29 Investors, LLC | D | Commercial | $6,000,000 | $0 |
| EDGAR ↗ | Mar 20, 2020 | Go Store It Gerber Road LLC | D/A | Commercial | $12,427,419 | $6,664,408 |
| EDGAR ↗ | Feb 26, 2020 | Go Store It Fletcher Storage DST | D | Commercial | $7,545,000 | $0 |
| EDGAR ↗ | Jan 17, 2020 | Madison Richmond Opportunity Fund I, LLC | D | Commercial | $3,500,000 | $0 |
| EDGAR ↗ | Jan 3, 2020 | Go Store It Mt. Pleasant, LLC | D | Commercial | $13,468,500 | $0 |
| EDGAR ↗ | Dec 20, 2019 | Go Store It Greenville Storage DST | D/A | Commercial | $9,125,000 | $0 |
| EDGAR ↗ | Dec 13, 2019 | Go Store It Greenville Storage DST | D | Commercial | $9,125,000 | $0 |
| EDGAR ↗ | Dec 11, 2019 | Madison Retail Box Conversion REIT, Inc. | D | REITS and Finance | $50,000,000 | $0 |
| EDGAR ↗ | Dec 10, 2019 | Go Store It Bluffton Storage DST | D | Commercial | $7,650,000 | $175,000 |
| EDGAR ↗ | Dec 2, 2019 | Go Store It Kennesaw, LLC | D | Commercial | $3,450,000 | $0 |
| EDGAR ↗ | Nov 22, 2019 | Go Store It Wilmington Storage DST | D/A | Commercial | $5,175,000 | $5,175,000 |
| EDGAR ↗ | Nov 21, 2019 | Go Store It Raleigh Storage DST | D | Commercial | $5,050,000 | $362,378 |
| EDGAR ↗ | Nov 21, 2019 | Go Store It Gerber Road LLC | D | Commercial | $12,112,516 | $0 |
| EDGAR ↗ | Oct 10, 2019 | MCG Folly Storage Investors, LLC | D | Other Real Estate | $35,827,450 | $0 |
| EDGAR ↗ | Sep 24, 2019 | Go Store It Louisville Storage DST | D/A | Commercial | $5,300,000 | $250,000 |
| EDGAR ↗ | Aug 26, 2019 | Derita Road Storage Investors, LLC | D/A | Commercial | $4,216,190 | $0 |
| EDGAR ↗ | Jul 31, 2019 | Go Store It Louisville Storage DST | D | Commercial | $5,300,000 | $0 |
| EDGAR ↗ | May 13, 2019 | Go Store It Wilmington Storage DST | D | Commercial | $5,175,000 | $0 |
| EDGAR ↗ | Apr 11, 2019 | Derita Road Storage Investors, LLC | D | Commercial | $4,216,190 | $0 |
| EDGAR ↗ | Jul 25, 2018 | Go Store It Asheville Storage DST | D | Commercial | $4,900,000 | $0 |
| EDGAR ↗ | Jun 20, 2018 | Go Store It Opportunity Fund I, LLC | D | Commercial | $25,000,000 | $0 |
| EDGAR ↗ | Jan 11, 2017 | Asheville Cube Investors, LLC | D | Commercial | $2,525,000 | $2,525,000 |
| EDGAR ↗ | Nov 16, 2016 | Richmond Storage Investors, LLC | D | Commercial | $3,500,000 | $3,300,000 |
| EDGAR ↗ | Aug 12, 2016 | Security Raleigh Investors LLC | D | Commercial | $3,500,000 | $3,300,000 |
| EDGAR ↗ | Jul 16, 2015 | NOMO Investment Partners, LLC | D | Other Real Estate | $14,000,000 | $0 |
Activity: 16 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 20, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other Real Estate (2015), Commercial (2016–2019), Other Real Estate (2019), Commercial (2019), REITS and Finance (2019), Commercial (2019–2020), Residential (2020), Commercial (2020), Residential (2020), Commercial (2020), Residential (2020), Commercial (2020), Other Real Estate (2020), Residential (2020), Commercial (2020), Residential (2020), Commercial (2021), Residential (2021), REITS and Finance (2021), Residential (2021), REITS and Finance (2021), Commercial (2021), Residential (2021), Commercial (2021), Residential (2021), Commercial (2021), REITS and Finance (2021), Commercial (2021), Other Real Estate (2021), Commercial (2021), Residential (2021), Commercial (2021–2022), Residential (2022), Commercial (2022), Residential (2022), Commercial (2022), Residential (2022), Commercial (2022), Residential (2022), Commercial (2022), Residential (2022), Commercial (2022), Residential (2022), Commercial (2022), Residential (2023), Commercial (2023), Residential (2023), Commercial (2023), Residential (2023), Commercial (2023), Other (2023), Residential (2023), Commercial (2023), Residential (2023), Commercial (2023), Residential (2023), Commercial (2023), Residential (2023), Commercial (2023), Residential (2024), Commercial (2024), Residential (2024), Commercial (2024), Residential (2024), Commercial (2024), Residential (2024), Commercial (2024), Residential (2024), Commercial (2024), Other (2024), Commercial (2024), Residential (2024), Commercial (2024), Residential (2024), Commercial (2024), REITS and Finance (2024), Other (2024), Residential (2024–2025), Commercial (2025), Other (2025), Commercial (2025), Residential (2025), Commercial (2025), Other (2025), Residential (2025), Commercial (2025), Residential (2025), Commercial (2025), Residential (2025), Commercial (2025), Residential (2025), Other (2025), Commercial (2025), Residential (2025), Commercial (2025), Other (2025), Commercial (2025–2026), Residential (2026), Commercial (2026), Other Real Estate (2026), Commercial (2026). Latest offering: Other Real Estate (Oct 20, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Ryan Hanks | Executive Officer, Director, Promoter | 149 | Jul 16, 2015 → Oct 20, 2026 |
| Joe F. Teague, Jr. | Executive Officer, Director, Promoter | 114 | Apr 11, 2019 → Dec 12, 2025 |
| Ryan L. Hanks | Executive Officer, Promoter, Director | 40 | Aug 12, 2016 → Jul 10, 2026 |
| Madison Capital Group Holdings, LLC entity | Executive Officer, Director, Promoter | 29 | Feb 6, 2024 → Oct 20, 2026 |
| Ken Carpenter | Executive Officer | 18 | Jun 5, 2024 → Sep 14, 2026 |
| Neil Dyer | Executive Officer, Promoter | 12 | Jul 25, 2018 → Jun 9, 2020 |
| Joseph Teague | Executive Officer | 10 | Jan 17, 2020 → Apr 6, 2022 |
| Madison Capital Group, LLC entity | Director, Promoter, Executive Officer | 8 | Apr 11, 2019 → Mar 9, 2026 |
| Links Car Wash Management, LLC entity | Director, Executive Officer | 5 | Sep 6, 2024 → Feb 10, 2026 |
| Ryan Hanks | Executive Officer | 5 | Jun 17, 2022 → Dec 12, 2024 |
| Timothy E. Snodgrass | Executive Officer, Director | 5 | Jun 20, 2018 → Jan 26, 2024 |
| Madison Summerdance Manager, LLC entity | Director, Executive Officer | 3 | Sep 3, 2024 → Oct 14, 2026 |
| Blue Gate Management, LLC entity | Director, Executive Officer | 3 | Feb 26, 2025 → May 28, 2026 |
| Madison Communities, LLC entity | Executive Officer | 3 | Jan 13, 2025 → Mar 12, 2026 |
| Cameron High Grove Farms Manager, LLC entity | Director, Promoter | 3 | Dec 4, 2023 → Feb 4, 2026 |
| F. Madison Capital Group Holdings, LLC entity | Executive Officer, Director | 3 | Aug 18, 2022 → Dec 9, 2024 |
| Lance Ravenscraft | Executive Officer | 3 | Feb 3, 2023 → Oct 22, 2024 |
| Madison Capital Group, LLC F. Madison Capital Group, LLC entity | Promoter | 3 | Aug 19, 2020 → Jan 26, 2024 |
| Go Store It Partners, LLC F. Go Store It Partners, LLC entity | Promoter | 3 | May 13, 2019 → Feb 26, 2020 |
| Madison DST Holdings, LLC entity | Executive Officer | 2 | Aug 26, 2025 → Mar 19, 2026 |
| Madison Commercial Manager, LLC entity | Director | 2 | Jul 9, 2024 → Aug 5, 2025 |
| Go Store It Opportunity Fund GP, LLC entity | Director | 2 | Sep 30, 2024 → Dec 3, 2024 |
| Gina Craig | Executive Officer | 2 | Oct 6, 2021 → Jan 26, 2024 |
| F. Madison Bonita Springs Manager, LLC entity | Executive Officer | 2 | Aug 18, 2022 → Oct 5, 2022 |
| Tara J. Moore | Executive Officer | 2 | Jun 20, 2018 → Jul 25, 2018 |
| MCG Net Lease Manager, LLC entity | Director | 1 | Oct 20, 2026 → Oct 20, 2026 |
| Links Manager I, LLC entity | Director | 1 | Oct 3, 2025 → Sep 14, 2026 |
| Madison GP Opportunity Fund I Management, LLC entity | Executive Officer | 1 | May 27, 2026 → May 27, 2026 |
| Madison Reno Hotel Manager, LLC entity | Executive Officer | 1 | Apr 10, 2026 → Apr 10, 2026 |
| Madison Bradenton Fund Manager, LLC entity | Executive Officer | 1 | Apr 1, 2026 → Apr 1, 2026 |
| Madison Long Shoals Manager, LLC entity | Executive Officer | 1 | Mar 19, 2026 → Mar 19, 2026 |
| Car Wash & Convenience Management, LLC entity | Director | 1 | Mar 9, 2026 → Mar 9, 2026 |
| Madison Multifamily FWS Debt Fund Manager, LLC entity | Executive Officer | 1 | Mar 5, 2026 → Mar 5, 2026 |
| Wash Stop Management, LLC entity | Director | 1 | Feb 11, 2026 → Feb 11, 2026 |
| Links Car Wash, LLC entity | Executive Officer | 1 | Feb 10, 2026 → Feb 10, 2026 |
| Madison Walnut Street Fund Manager, LLC entity | Director | 1 | Jan 30, 2026 → Jan 30, 2026 |
| Madison Foundry Fund Manager, LLC entity | Director | 1 | Nov 25, 2025 → Nov 25, 2025 |
| Kenneth Carpenter | Executive Officer | 1 | Oct 20, 2025 → Oct 20, 2025 |
| Madison Rumney Fund Manager, LLC entity | Director | 1 | Oct 20, 2025 → Oct 20, 2025 |
| Madison The Collective BTR Manager, LLC entity | Executive Officer | 1 | Aug 26, 2025 → Sep 18, 2025 |
| Madison The Collective BTR Depositor, LLC entity | Executive Officer | 1 | Aug 26, 2025 → Sep 18, 2025 |
| Madison Waterstar Orlando Manager, LLC entity | Executive Officer | 1 | Aug 13, 2025 → Aug 13, 2025 |
| Madison Capital DST Manager, LLC entity | Executive Officer | 1 | Aug 13, 2025 → Aug 13, 2025 |
| Madison Waterstar JV, LLC entity | Executive Officer | 1 | Aug 13, 2025 → Aug 13, 2025 |
| Madison Apopka Manager, LLC entity | Executive Officer | 1 | Feb 27, 2025 → Feb 27, 2025 |
| Madison Porter Fund Manager, LLC entity | Director | 1 | Jan 28, 2025 → Jan 28, 2025 |
| Madison Trinity Manager, LLC entity | Executive Officer | 1 | Dec 13, 2024 → Dec 13, 2024 |
| Cameron Prop Fund Manager, LLC entity | Director, Promoter | 1 | Oct 16, 2023 → Nov 5, 2024 |
| MCG ADF Manager, LLC F. MCG ADF Manager, LLC entity | Executive Officer | 1 | Oct 8, 2021 → Jan 26, 2024 |
| MCG Foundry Manager, LLC entity | Director, Promoter | 1 | Dec 20, 2023 → Dec 20, 2023 |
| Benjamin Carr | Executive Officer, Director | 1 | Dec 11, 2019 → Nov 17, 2023 |
| Go Store It Advisor, LLC F. Go Store It Advisor, LLC entity | Promoter | 1 | Dec 11, 2019 → Nov 17, 2023 |
| L. MADISON MOF MANAGER, LLC entity | Executive Officer | 1 | Jul 25, 2022 → Jul 25, 2022 |
| L. MADISON CAPITAL GROUP HOLDINGS, LLC entity | Executive Officer | 1 | Jul 25, 2022 → Jul 25, 2022 |
| Rya Hanks | Executive Officer | 1 | Jan 12, 2022 → Jan 12, 2022 |
| Madison MOF Manager, LLC F. Madison MOF Manager, LLC entity | Executive Officer | 1 | Oct 6, 2021 → Oct 6, 2021 |
| Ryan Belice Hanks | Executive Officer | 1 | Jul 29, 2021 → Jul 29, 2021 |
| Madison Go Store It, LLC E. Madison Go Store It, LLC entity | Promoter | 1 | Jun 9, 2020 → Jun 9, 2020 |
| Teague F Joe | Executive Officer | 1 | Feb 26, 2020 → Feb 26, 2020 |
| Bryan Kelley | Executive Officer | 1 | Dec 2, 2019 → Dec 2, 2019 |
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Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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