| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|
| Oct 6, 2026 D CS1031 Texas Active Living New Braunfels, DST File 021-600065 | $3,137,400 (est.) | $0 | $696,500 (est.) | WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗ | EDGAR ↗ |
| Jun 24, 2026 D CS1031 Texas Active Living Portfolio II DST File 021-588413 | $2,746,800 (est.) | $0 | $609,000 (est.) | WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗ | EDGAR ↗ |
| Jun 24, 2026 D CS1031 Colony at Centerpointe Apartments, DST File 021-588457 | $3,607,800 (est.) | $0 | $328,400 (est.) | WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗ | EDGAR ↗ |
| Jun 15, 2026 D CS1031 Cacema Townhomes, DST File 021-587325 | $3,515,400 (est.) | $0 | $1,713,050 (est.) | WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗ | EDGAR ↗ |
| Apr 2, 2026 D CS1031 Texas Active Living Portfolio I, DST File 021-578805 | $3,301,200 (est.) | $0 | $669,500 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 6, 2026 D CS1031 Richmond Active Living Apartments, DST File 021-569032 | $2,797,200 (est.) | $0 | $1,710,790 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 5, 2025 D Capital Square Blue Horizons BFR, LLC File 021-565888 | $2,141,874 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Oct 17, 2025 D CS1031 The Villages at Miami Gardens BFR Housing, DST File 021-561261 | $873,600 (est.) | $0 | $565,250 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Sep 15, 2025 D/A CSRA Opportunity Zone Fund IX, LLC File 021-518244 | $6,114,205 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Alexander Capital, L.P. BrokerCheck CRD 40077 ↗ Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗ Arkadios Capital BrokerCheck CRD 282710 ↗ Capulent LLC BrokerCheck CRD 155155 ↗ Realta Equities, Inc. BrokerCheck CRD 23769 ↗ IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗ | EDGAR ↗ |
| Aug 26, 2025 D CS1031 Zero Coupon DFW Hospitality, DST File 021-555847 | $784,550 (est.) | $0 | $1,139,350 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Aug 18, 2025 D CS1031 Texas Active Living I, DST File 021-555031 | $2,890,000 (est.) | $0 | $622,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Oct 1, 2024 D CS1031 Valley Ridge BFR Housing, DST File 021-525553 | $1,701,000 (est.) | $0 | $10,460,740 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 24, 2024 D CS1031 Sidbury Station BFR Housing, DST File 021-519600 | $1,923,600 (est.) | $0 | $1,075,480 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 13, 2023 D CS1031 Summit Place BFR Housing, DST File 021-499529 | $1,565,700 (est.) | $0 | $898,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Sep 8, 2023 D Capital Square Glendale BFR, LLC File 021-491654 | $4,443,750 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jun 21, 2023 D CS1031 Aspen Vista BFR Housing, DST File 021-484692 | $1,742,500 (est.) | $0 | $1,078,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Feb 23, 2023 D CS1031 Ashford Townes BFR Housing, DST File 021-474112 | $1,160,250 (est.) | $0 | $707,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Feb 6, 2023 D Capital Square Denton BFR, LLC File 021-472635 | $1,764,640 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Feb 1, 2023 D CSRA Opportunity Zone Fund VIII, LLC File 021-472329 | $3,734,720 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 25, 2023 D CS1031 Brighton Woodstock BFR Housing, DST File 021-471749 | $1,915,050 (est.) | $0 | $1,029,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 19, 2022 D CS1031 Parkland Apartments, DST File 021-467902 | $8,984,500 (est.) | $0 | $3,884,240 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 19, 2022 D CS1031 Zero Coupon LV Training Facility, DST File 021-467858 | $4,895,320 (est.) | $0 | $7,524,700 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Oct 26, 2022 D CS1031 FarmHaus Apartments, DST File 021-462807 | $4,751,500 (est.) | $0 | $2,426,630 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Sep 26, 2022 D CS1031 Tapestry West Apartments, DST File 021-459838 | $5,158,395 (est.) | $0 | $2,309,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Sep 26, 2022 D CS1031 Lyric at Norton Commons Apartments, DST File 021-459844 | $5,739,625 (est.) | $0 | $2,381,800 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Sep 23, 2022 D/A CS1031 Asheville NC Apartment Portfolio, DST File 021-458671 | $6,212,650 (est.) | $0 | $2,413,530 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Sep 23, 2022 D CS1031 Holiday MHC, DST File 021-459759 | $3,255,500 (est.) | $0 | $821,390 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Aug 22, 2022 D CS1031 Lakeside on Riverwatch, DST File 021-456534 | $2,278,000 (est.) | $0 | $995,910 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Aug 3, 2022 D CS1031 The Trails at Short Pump Apartments, DST File 021-454676 | $4,632,500 (est.) | $0 | $2,302,800 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 29, 2022 D CS1031 Country Lakes Village MHC, DST File 021-454178 | $5,535,200 (est.) | $0 | $1,740,998 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 29, 2022 D CS1031 Rivergate Apartments, DST File 021-454182 | $3,952,500 (est.) | $0 | $2,645,480 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jun 17, 2022 D CS1031 Hunter's Chase Apartments, DST File 021-449560 | $4,097,000 (est.) | $0 | $2,040,370 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jun 17, 2022 D CS1031 Retreat at Arden Farms Apartments, DSTS File 021-449597 | $5,780,000 (est.) | $0 | $2,995,750 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jun 8, 2022 D CS1031 Village at Westland Cove Apartments, DST File 021-448489 | $4,488,850 (est.) | $0 | $2,221,110 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Apr 27, 2022 D CS1031 HOUSTON APARTMENTS, DST File 021-443522 | $4,806,750 (est.) | $0 | $2,428,710 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Apr 7, 2022 D CS1031 The Louis Apartments, DST File 021-440781 | $5,140,375 (est.) | $0 | $2,228,170 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Apr 5, 2022 D CSRA Opportunity Zone Fund VII, LLC File 021-440352 | $3,315,040 (est.) | $0 | $150,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Apr 5, 2022 D CS1031 Sterling Manor Apartments, DST File 021-440458 | $3,604,000 (est.) | $0 | $1,810,870 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Mar 7, 2022 D CSRA Steamboat Basecamp, LLC File 021-436181 | $1,350,560 (est.) | $0 | $211,225 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Feb 24, 2022 D CS1031 MOB AZ II, DST File 021-434883 | $815,025 (est.) | $0 | $223,750 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Feb 17, 2022 D CS1031 Zero Coupon Fulfillment Center, DST File 021-433967 | $4,442,950 (est.) | $0 | $9,787,302 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Feb 16, 2022 D CS1031 Palm Lake Club MHC, DST File 021-433816 | $2,065,500 (est.) | $0 | $539,170 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 28, 2022 D CS1031 Vista Brooklyn Apartments, DST File 021-431222 | $5,414,500 (est.) | $0 | $3,346,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 28, 2022 D CS1031 Villas at Ridgeview Falls Apartments, DST File 021-431292 | $2,992,000 (est.) | $0 | $1,701,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 6, 2022 D CS1031 Capstone at Banks Crossing Apartments, DST File 021-428090 | $2,722,550 (est.) | $0 | $1,480,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 28, 2021 D CS1031 Artistry at Winterfield Apartments, DST File 021-426909 | $2,992,000 (est.) | $0 | $1,599,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 28, 2021 D CS1031 One Riverside Apartments, DST File 021-426981 | $3,871,750 (est.) | $0 | $2,172,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Nov 30, 2021 D CS1031 Twin Palms MHC, DST File 021-422844 | $3,060,000 (est.) | $0 | $810,580 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Nov 8, 2021 D CS1031 The Quincy Apartments, DST File 021-420221 | $5,424,700 (est.) | $0 | $2,910,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Nov 3, 2021 D CS1031 Residences at 393 North Apartments, DST File 021-419646 | $1,980,500 (est.) | $0 | $1,204,050 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Nov 1, 2021 D CS1031 Flats at West Broad Village Apartments, DST File 021-419335 | $6,213,500 (est.) | $0 | $2,778,220 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Oct 8, 2021 D CS1031 Coach House MHC, DST File 021-416354 | $4,819,500 (est.) | $0 | $1,356,790 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Oct 1, 2021 D CS1031 17 Broad Apartments, DST File 021-415360 | $1,569,525 (est.) | $0 | $990,230 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Aug 26, 2021 D CS1031 Midway Estates MHC, DST File 021-411423 | $1,028,500 (est.) | $0 | $341,320 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Aug 16, 2021 D CS1031 Livingston Apartment Flats, DST File 021-410092 | $3,789,810 (est.) | $0 | $2,236,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 30, 2021 D CSRA Opportunity Zone Fund VI, LLC File 021-408301 | $3,876,080 (est.) | $0 | $0 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 28, 2021 D CS1031 MOB AZ I, DST File 021-408020 | $494,445 (est.) | $0 | $233,200 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 19, 2021 D CS1031 Lullwater at Big Ridge Apartments, DST File 021-406722 | $2,371,500 (est.) | $0 | $1,583,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 13, 2021 D CS1031 MOB TX VII, DST File 021-406010 | $1,412,550 (est.) | $0 | $322,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jun 22, 2021 D CS1031 Integra Vistas Apartments, DST File 021-403756 | $2,295,000 (est.) | $0 | $1,519,950 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| May 17, 2021 D CS1031 Sun Key Village MHC, DST File 021-399653 | $2,301,250 (est.) | $0 | $736,860 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| May 3, 2021 D CS1031 SouthLawn Lawrenceville Apartments, DST File 021-397939 | $5,630,625 (est.) | $0 | $3,426,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Mar 30, 2021 D CS1031 Foxwood Village MHC, DST File 021-394042 | $3,924,375 (est.) | $0 | $1,538,321 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Mar 26, 2021 D CS1031 Streets of Greenbrier Apartments, DST File 021-393642 | $3,108,700 (est.) | $0 | $1,769,990 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Mar 11, 2021 D CS1031 SomerHill Farms Apartments, DST File 021-391919 | $2,033,150 (est.) | $0 | $1,151,540 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Feb 22, 2021 D CS1031 Colorado Power, DST File 021-390045 | $1,482,425 (est.) | $0 | $796,900 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 25, 2021 D CS1031 Canopy at Ginter Park Apartments DST File 021-387164 | $3,418,800 (est.) | $0 | $2,219,700 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 20, 2021 D CS1031 California Data Center, DST File 021-386825 | $439,775 (est.) | $0 | $191,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 21, 2020 D CS1031 Whispering Pines MHC, DST File 021-383816 | $3,018,750 (est.) | $0 | $1,172,437 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 17, 2020 D CS1031 The Falls at Ormond Beach MHC, DST File 021-383526 | $6,650,000 (est.) | $0 | $3,178,050 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Nov 24, 2020 D CSRA/GS Opportunity Zone V, LLC File 021-381396 | $2,591,680 (est.) | $0 | $0 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Nov 4, 2020 D CS1031 Marina Pointe Apartments, DST File 021-379696 | $2,117,500 (est.) | $0 | $1,184,450 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Oct 22, 2020 D CS1031 Promenade at Newnan Crossing Apartments, DST File 021-378573 | $2,657,812 (est.) | $0 | $1,748,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Oct 1, 2020 D CS1031 Maplewood Estates MHC, DST File 021-376861 | $3,377,500 (est.) | $0 | $1,333,360 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Sep 28, 2020 D CS1031 Williamsburg VA Apartments, DST File 021-376462 | $1,881,688 (est.) | $0 | $1,234,580 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Aug 25, 2020 D CS1031 Harbor View MHC, LLC File 021-374048 | $1,190,000 (est.) | $0 | $235,680 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 29, 2020 D CS1031 SE MOB Portfolio, DST File 021-372021 | $850,680 (est.) | $0 | $376,260 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 29, 2020 D CS1031 Residence at Riverwatch Apartments, DST File 021-372023 | $2,362,500 (est.) | $0 | $1,513,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 9, 2020 D CS1031 Fairlane Harbor MHC, DST File 021-370603 | $2,465,000 (est.) | $0 | $895,430 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| May 11, 2020 D CS1031 Abbington Place Apartments, DST File 021-366651 | $2,210,000 (est.) | $0 | $1,357,300 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Mar 11, 2020 D CS1031 MOB TX VI, DST File 021-362552 | $492,660 (est.) | $0 | $311,375 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Feb 20, 2020 D CS1031 Midwest Industrial, DST File 021-360998 | $690,000 (est.) | $0 | $225,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 29, 2020 D CS1031 Augusta MOB, DST File 021-359187 | $670,125 (est.) | $0 | $217,500 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 22, 2020 D CS1031 SE Apartment Portfolio, DST File 021-358707 | $3,307,775 (est.) | $0 | $7,854,710 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 17, 2020 D CS1031 SE Apartment Portfolio II, DST File 021-358403 | $4,609,550 (est.) | $0 | $2,627,450 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 6, 2020 D CSRA Opportunity Zone Fund III, LLC File 021-357208 | $600,000 (est.) | $0 | $50,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 6, 2020 D CSRA Opportunity Zone Fund IV, LLC File 021-357210 | $618,800 (est.) | $0 | $0 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 9, 2019 D CSRA Opportunity Zone Fund II, LLC File 021-355091 | $508,000 (est.) | $0 | $50,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 4, 2019 D CS1031 MOB TX V, DST File 021-354780 | $1,096,245 (est.) | $0 | $588,450 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Oct 31, 2019 D CS1031 2000 West Creek Apartments, DST File 021-352279 | $4,056,625 (est.) | $0 | $2,720,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Aug 26, 2019 D CS1031 Saltmeadow Bay Apartments, DST File 021-347367 | $2,043,825 (est.) | $0 | $1,287,900 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Aug 8, 2019 D CSRA Opportunity Zone Fund I, LLC File 021-346133 | $560,000 (est.) | $0 | $50,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Aug 7, 2019 D CS1031 Misty Ridge Apartments, DST File 021-346018 | $3,480,750 (est.) | $0 | $2,135,200 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 17, 2019 D CS1031 Bedford Parke Apartments, DST File 021-344545 | $1,097,350 (est.) | $0 | $658,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| May 23, 2019 D CS1031 Hickory Creek Apartments, DST File 021-340235 | $1,971,150 (est.) | $0 | $1,208,720 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| May 22, 2019 D CS1031 So Cal MOB, DST File 021-340132 | $911,880 (est.) | $0 | $558,800 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| May 3, 2019 D CS1031 Houston Memory Care II, DST File 021-338797 | $365,700 (est.) | $0 | $81,098 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| May 3, 2019 D CS1031 Midwest Dialysis, DST File 021-338794 | $322,650 (est.) | $0 | $71,415 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Mar 22, 2019 D/A CS1031 Woodshire Apartments, DST File 021-329381 | $1,877,310 (est.) | $0 | $1,134,200 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ Robin Naylor BrokerCheck CRD 1392433 ↗ Ryan Thomas BrokerCheck CRD 5090417 ↗ Tony Kassaei BrokerCheck CRD 4375259 ↗ | EDGAR ↗ |
| Feb 8, 2019 D CS1031 Bellemeade Farms Apartments, DST File 021-332456 | $2,898,500 (est.) | $0 | $1,848,370 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 19, 2018 D CS1031 Carolina Tech HQ, DST File 021-328406 | $1,637,440 (est.) | $0 | $1,033,500 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Nov 16, 2018 D CS1031 Carolina Industrial, DST File 021-325989 | $733,550 (est.) | $0 | $476,325 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Oct 24, 2018 D CS1031 Richmond VA Apartments, DST File 021-324245 | $1,782,450 (est.) | $0 | $1,048,370 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Sep 13, 2018 D CS1031 Houston Memory Care, DST File 021-321260 | $312,525 (est.) | $0 | $69,240 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Aug 3, 2018 D CS1031 Ivy Commons Apartments, DST File 021-318472 | $1,957,295 (est.) | $0 | $1,228,270 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jul 10, 2018 D CS1031 Old Towne Loft Apartments, DST File 021-316367 | $918,765 (est.) | $0 | $570,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jun 22, 2018 D CS1031 Jacksonville FL HQ, DST File 021-315183 | $647,530 (est.) | $0 | $358,400 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jun 4, 2018 D CS1031 Ashland MOB, DST File 021-313780 | $196,650 (est.) | $0 | $63,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| May 17, 2018 D CS1031 Diversified Dialysis Portfolio, DST File 021-312690 | $849,915 (est.) | $0 | $507,921 | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Jan 2, 2018 D CS1031 Tampa Pharma, DST File 021-302068 | $312,035 (est.) | $0 | $189,300 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 20, 2017 D/A CS1031 High Ridge Apartments, DST File 021-301127 | $727,175 (est.) | $0 | $411,000 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Dec 19, 2017 D/A CS1031 California MOB I, DST File 021-299111 | $272,250 (est.) | $0 | $89,100 (est.) | WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Sep 25, 2017 D CS1031 Fairway View Apartments, DST File 021-295313 | $1,102,000 (est.) | $0 | $743,000 (est.) | None listed on this filing | EDGAR ↗ |
| May 2, 2017 D CS1031 Louisburg MOB, DST File 021-285874 | $344,680 (est.) | $0 | $81,670 (est.) | Elizabeth Learned Friant BrokerCheck CRD 2122446 ↗ | EDGAR ↗ |
| Feb 21, 2017 D CS1031/Kay Alexander Pointe Apartments, DST File 021-281022 | $630,300 (est.) | $0 | $543,000 (est.) | Dwight K. Kay BrokerCheck CRD 5376903 ↗ | EDGAR ↗ |
| Feb 1, 2017 D CS1031 Louisburg MOB, DST File 021-279801 | $344,680 (est.) | $0 | $81,670 (est.) | None listed on this filing | EDGAR ↗ |
| Dec 2, 2016 D CS1031/Kay Maple Springs Apartments, DST File 021-275560 | $724,962 (est.) | $0 | $635,000 (est.) | Dwight K. Kay BrokerCheck CRD 5376903 ↗ | EDGAR ↗ |
| Nov 3, 2016 D CS1031 Kinston MOB, DST File 021-273748 | $172,340 (est.) | $0 | $29,550 (est.) | None listed on this filing | EDGAR ↗ |
| Oct 13, 2016 D CS1031 Morganton MOB, DST File 021-272388 | $206,920 (est.) | $0 | $209,289 (est.) | None listed on this filing | EDGAR ↗ |
| Aug 31, 2016 D CS1031 Crossroads Apartments, DST File 021-269884 | $847,700 (est.) | $0 | $669,100 (est.) | None listed on this filing | EDGAR ↗ |
| Aug 29, 2016 D CS1031 Birmingham MOB, DST File 021-269719 | $141,260 (est.) | $0 | $114,200 (est.) | None listed on this filing | EDGAR ↗ |
| Jul 29, 2016 D CS1031 Canopy Apartments, DST File 021-267982 | $617,750 (est.) | $0 | $377,000 (est.) | None listed on this filing | EDGAR ↗ |
| Jun 3, 2016 D CSRA/Kay Dallas MOB, DST File 021-264366 | $29,850 (est.) | $0 | $73,500 (est.) | Dwight K. Kay BrokerCheck CRD 5376903 ↗ | EDGAR ↗ |
| Mar 28, 2016 D/A CSRA Galeria Del Rio, DST File 021-257583 | $688,000 (est.) | $0 | $525,450 (est.) | None listed on this filing | EDGAR ↗ |
| Mar 9, 2016 D CSRA Winchester MOB, DST File 021-258925 | $355,180 (est.) | $0 | $125,000 (est.) | None listed on this filing | EDGAR ↗ |
| Jan 5, 2016 D CSRA Perry Place, DST File 021-254518 | $288,000 (est.) | $0 | $259,380 (est.) | None listed on this filing | EDGAR ↗ |
| Dec 21, 2015 D CSRA/Kay Raleigh MOB, DSt File 021-253489 | $106,575 (est.) | $0 | $145,480 (est.) | Dwight K. Kay BrokerCheck CRD 5376903 ↗ | EDGAR ↗ |
| Dec 1, 2015 D CSRA DST Bridge Fund I, LLC File 021-252115 | $787,000 (est.) | $0 | $0 (est.) | None listed on this filing | EDGAR ↗ |
| Nov 18, 2015 D CSRA Grocery Portfolio II, DST File 021-251470 | $360,720 (est.) | $0 | $208,835 (est.) | None listed on this filing | EDGAR ↗ |
| Nov 5, 2015 D CSRA MOB TX IV, DST File 021-250773 | $225,600 (est.) | $0 | $135,875 (est.) | None listed on this filing | EDGAR ↗ |
| Oct 27, 2015 D CSRA NC MOB, DST File 021-250152 | $144,400 (est.) | $0 | $112,500 (est.) | None listed on this filing | EDGAR ↗ |
| Oct 15, 2015 D/A CSRA/Kay Richmond MOB, DST File 021-247092 | $121,590 (est.) | $0 | $40,000 (est.) | Dwight K. Kay BrokerCheck CRD 5376903 ↗ | EDGAR ↗ |
| Sep 9, 2015 D CSRA Columbus OH Fitness, DST File 021-247228 | $582,160 (est.) | $0 | $284,360 (est.) | None listed on this filing | EDGAR ↗ |
| Jul 31, 2015 D/A CSRA Komar Desert Center, DST File 021-231649 | $748,640 (est.) | $0 | $408,430 (est.) | None listed on this filing | EDGAR ↗ |
| Jul 31, 2015 D/A CSRA Richmond Golf Retail, DST File 021-239167 | $229,600 (est.) | $0 | $97,330 (est.) | None listed on this filing | EDGAR ↗ |
| Jul 20, 2015 D/A CSRA Grocery Portfolio I, DST File 021-243536 | $459,200 (est.) | $0 | $274,745 (est.) | None listed on this filing | EDGAR ↗ |
| Jun 2, 2015 D CSRA Candleglow Apartments, DST File 021-240944 | $262,800 (est.) | $0 | $161,600 (est.) | None listed on this filing | EDGAR ↗ |
| May 5, 2015 D CSRA 1530 W. Covina, DST File 021-239170 | $606,000 (est.) | $0 | $269,500 (est.) | None listed on this filing | EDGAR ↗ |
| Dec 12, 2014 D/A CSRA MOB Portfolio II, DST File 021-225451 | $690,400 (est.) | $0 | $335,930 (est.) | None listed on this filing | EDGAR ↗ |
| Nov 24, 2014 D CSRA MOB TX Portfolio III, DST File 021-228922 | $758,000 (est.) | $0 | $335,930 (est.) | None listed on this filing | EDGAR ↗ |
| Sep 29, 2014 D CSRA Chicago Parking I, DST File 021-225450 | $476,900 (est.) | $0 | $205,580 (est.) | None listed on this filing | EDGAR ↗ |
| Aug 11, 2014 D CSRA MOB Portfolio I, DST File 021-222593 | $570,400 (est.) | $0 | $280,070 | None listed on this filing | EDGAR ↗ |
| Jul 8, 2014 D CSRA MHC Portfolio I, DST File 021-220545 | $724,400 (est.) | $0 | $601,697 (est.) | None listed on this filing | EDGAR ↗ |
| Jun 13, 2014 D CSRA NY MOB, DST File 021-219189 | $249,600 (est.) | $0 | $119,000 (est.) | None listed on this filing | EDGAR ↗ |
| Feb 18, 2014 D CSRA 2700 S. Las Vegas, DST File 021-212090 | $832,000 (est.) | $0 | $530,250 (est.) | None listed on this filing | EDGAR ↗ |
| Feb 6, 2014 D CSRA Newcastle North, DST File 021-211452 | $480,000 (est.) | $0 | $398,750 | None listed on this filing | EDGAR ↗ |
| Nov 13, 2013 D CSRA GM Dothan, DST File 021-206227 | $271,280 (est.) | $0 | $226,540 (est.) | None listed on this filing | EDGAR ↗ |
| Sep 12, 2013 D CSRA ECU MOB, DST File 021-202748 | $110,000 (est.) | $0 | $97,200 | Dwight K. Kay BrokerCheck CRD 5376903 ↗ John M. Butler BrokerCheck CRD 1951436 ↗ | EDGAR ↗ |
| Sep 3, 2013 D CSRA Bridgeview Apartments, DST File 021-202204 | $1,157,100 (est.) | $0 | $605,000 (est.) | Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ | EDGAR ↗ |
| Aug 8, 2013 D CSRA 5901 Golden Triangle, DST File 021-201006 | $630,000 (est.) | $0 | $0 (est.) | Colorado Financial Services Corporation BrokerCheck CRD 104343 ↗ | EDGAR ↗ |
| May 16, 2013 D CSRA Ashford Club Apartments, DST File 021-196609 | $330,000 (est.) | $0 | $0 (est.) | Colorado Financial Services Corporation BrokerCheck CRD 104343 ↗ | EDGAR ↗ |
| Jan 7, 2013 D CSRA Riverwood Corporate Center, DST File 021-189659 | $392,400 (est.) | $0 | $513,393 (est.) | TNP Securities, LLC BrokerCheck CRD 149178 ↗ | EDGAR ↗ |