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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:31 AM ET

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Matthew Goetz

Named as an officer, director or promoter on SEC Form D filings · TX, GA · Feb 2, 2017 → Nov 20, 2025

21deals (issuers)
$984.7Mreported sold
3,195investors
257Form D filings
2017–2025years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Matthew Goetz is listed as an executive officer and director on 257 SEC Form D filings by 21 issuers between Jan 2016 and Nov 2025. Largest by amount reported sold: NexPoint Life Sciences DST (Dallas, TX — other real estate — 2021–2022; $105M reported sold to 236 investors), NexPoint Hughes DST (Dallas, TX — other real estate — 2022–2024; $104.4M reported sold to 311 investors), NexPoint Storage III DST (Dallas, TX — other real estate — 2022; $93.8M reported sold to 215 investors), NexPoint Aviation DST (Dallas, TX — other real estate — 2022–2023; $77.3M reported sold to 214 investors), NREA Southeast Portfolio Three, DST (Dallas, TX — other real estate — 2019; $71.9M reported sold to 201 investors) and 16 more (all listed below).

What this means That is a lot of deals — 21 separate companies raised money with this person listed as executive officer and director, over about 9 years. Across those companies the filings report $984.7M sold in total.

Listed alongside Matt McGraner (253 shared filings), NexPoint Real Estate Advisors IV, L.P. (251 shared filings, management entity), NexPoint Storage DST TRS, LLC (33 shared filings, management entity), Brian Mitts (32 shared filings), James Dondero (31 shared filings) and 36 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Matthew. Each name links to their own page.

All 21 issuers belong to the sponsor group Nexpoint (68 issuers, $2.88B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Nexpoint has 68 companies on file and $2.88B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 257 public filings for Matthew Goetz and found 4 differences, 1 worth asking the sponsor about: 12 filings report more than 10% of the money raised going to insiders; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Matthew Goetz has not run yet — it is joining a line of 34,877 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). 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.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Matthew Goetz..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

MATTHEW E GOETZ closed
United States Bankruptcy Court, E.D. Washington · No. 02-09280 · Filed Nov 27, 2002 · Closed Apr 9, 2003
Role of MATTHEW E GOETZ: Debtor · Outcome: Case closed 2003-04-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); 2 people with this name in Form D filings; court in WA (not a filing state)
Matthew R Goetz and Susan Alaine Goetz closed
United States Bankruptcy Court, S.D. Ohio · No. 3:92-bk-35477 · Filed Dec 29, 1992 · Closed Jul 2, 1997
Role of Matthew R Goetz and Susan Alaine Goetz: Debtor · Outcome: Case closed 1997-07-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 7 federal dockets); 2 people with this name in Form D filings; court in OH (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). 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.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

4 differences found between the filings for Matthew Goetz — 1 worth asking about (compared the newest 50 of 257 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jun 22, 2023 – Oct 27, 2023

12 filings report more than 10% of the money raised going to insiders

26% of the money raised went to insiders — NexPoint Small Bay I DST · 48% of the money raised went to insiders — NexPoint Small Bay I DST · 28% of the money raised went to insiders — NexPoint Life Sciences II DST · 62% of the money raised went to insiders — NexPoint Small Bay I DST · 100% of the money raised went to insiders — NexPoint Small Bay I DST · and 7 more

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D/A · Oct 12, 2023 ↗NexPoint Small Bay I DST — PartnerFacts page ↗Form D/A · Sep 22, 2023 ↗Form D/A · Sep 14, 2023 ↗
Sources
Note · Mar 30, 2022 – May 15, 2024

No amendment in the last 12 months on an offering that may still be open — NexPoint Hughes DST (latest filing May 15, 2024)

The latest filing for this offering is dated May 15, 2024 (first sale Mar 30, 2022). It reports $104,415,646 sold of $115,262,632 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · May 15, 2024 ↗NexPoint Hughes DST — PartnerFacts page ↗
Sources
Note · Apr 10, 2023 – Jan 11, 2024

No amendment in the last 12 months on an offering that may still be open — NexPoint Storage IV DST (latest filing Jan 11, 2024)

The latest filing for this offering is dated Jan 11, 2024 (first sale Apr 10, 2023). It reports $70,315,090 sold of $70,344,106 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Jan 11, 2024 ↗NexPoint Storage IV DST — PartnerFacts page ↗
Sources
Note · Jul 30, 2021 – Nov 14, 2024

Same name, different state: "Matthew Goetz" (IL or CT or FL) is a separate record

This page covers filings where the address state is TX or GA. A separate record, "Matthew Goetz" with address state IL or CT or FL, is listed on 33 filings — most recently by BlockTower Capital Partners Offshore Ltd. (Nov 14, 2024). Both records have filings in the same period (Jul 30, 2021 to Nov 14, 2024).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Matthew Goetz (IL,CT,FL) — PartnerFacts page ↗Form D/A · Nov 14, 2024 ↗BlockTower Capital Partners Offshore Ltd. — PartnerFacts page ↗Matthew Goetz (TX,GA) — this page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 257 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

24 of 25 offerings report sales commissions totalling $104,860,451; 0 report finder's fees; 21 report proceeds to related persons totalling $36,575,907. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Nov 20, 2025 D/A
NexPoint Life Sciences II DST
File 021-484852
$3,542,849 (est.)$0 (est.)$792,938 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
DMK Advisor Group, Inc. BrokerCheck CRD 41067 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Realta Equities, Inc. BrokerCheck CRD 23769 ↗
Innovation Partners LLC BrokerCheck CRD 146344 ↗
Moloney Securities Co., Inc. BrokerCheck CRD 38535 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Westpark Capital, Inc. BrokerCheck CRD 39914 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Westpark Capital, Inc. BrokerCheck CRD 108275 ↗		EDGAR ↗
Jun 26, 2024 D/A
NexPoint Small Bay I DST
File 021-490524
$5,206,759 (est.)$0 (est.)$1,647,035 (est.)
Item 16 is an estimate of offering expenses and acquisition/facilitation fees that may accrue to one or more Related Persons.
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
IDB Capital Corp. BrokerCheck CRD 106032 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
KCD Financial, Inc. BrokerCheck CRD 127473 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Realta Equities, Inc. BrokerCheck CRD 23769 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
DMK Advisor Group, Inc. BrokerCheck CRD 41067 ↗		EDGAR ↗
May 15, 2024 D/A
NexPoint Hughes DST
File 021-441445
$10,085,580 (est.)$0 (est.)$2,532,668 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
Herbert J. Sims & Co., Inc. BrokerCheck CRD 3420 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DMK Advisor Group, Inc. BrokerCheck CRD 41067 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Advisory Group Equity Services Ltd. BrokerCheck CRD 15427 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
MHL Investments BrokerCheck CRD 2535 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Saxony Securities Inc. BrokerCheck CRD 115547 ↗
Network 1 Financial Securities Inc. BrokerCheck CRD 13577 ↗
IDB Capital Corp. BrokerCheck CRD 106032 ↗
Client One Securities LLC BrokerCheck CRD 152974 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
KCD Financial, Inc. BrokerCheck CRD 127473 ↗		EDGAR ↗
Jan 11, 2024 D/A
NexPoint Storage IV DST
File 021-479790
$6,155,109 (est.)$0 (est.)$1,352,065 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital BrokerCheck CRD 114203 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗
Client One Securities LLC BrokerCheck CRD 152974 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
McDermott Investment Services BrokerCheck CRD 154926 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
DMK Advisor Group, Inc. BrokerCheck CRD 41067 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Innovation Partners LLC BrokerCheck CRD 146344 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
IDB Capital Corp. BrokerCheck CRD 106032 ↗
Galt Financial Group, Inc. BrokerCheck CRD 146976 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗		EDGAR ↗
Apr 19, 2023 D/A
NexPoint Buffalo DST
File 021-441440
$4,771,490 (est.)$0 (est.)$1,137,228 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Herbert J. Sims & Co., Inc. BrokerCheck CRD 3420 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Client One Securities LLC BrokerCheck CRD 152974 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗		EDGAR ↗
Apr 19, 2023 D/A
NexPoint Aviation DST
File 021-458185
$6,760,154 (est.)$0 (est.)$2,263,553 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
DMK Advisor Group, Inc. BrokerCheck CRD 41067 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Whitehall-Parker Securities Inc. BrokerCheck CRD 10608 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
USCA Securities LLC BrokerCheck CRD 103789 ↗		EDGAR ↗
Jan 4, 2023 D
NexPoint Hughes DST
File 021-469601
$10,085,580 (est.)$0 (est.)$2,532,668 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
Herbert J. Sims & Co., Inc. BrokerCheck CRD 3420 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DMK Advisor Group, Inc. BrokerCheck CRD 41067 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Advisory Group Equity Services Ltd. BrokerCheck CRD 15427 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
MHL Investments BrokerCheck CRD 2535 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Saxony Securities Inc. BrokerCheck CRD 115547 ↗
Network 1 Financial Securities Inc. BrokerCheck CRD 13577 ↗
IDB Capital Corp. BrokerCheck CRD 106032 ↗
Client One Securities LLC BrokerCheck CRD 152974 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗		EDGAR ↗
Jan 4, 2023 D
NexPoint Buffalo DST
File 021-469613
$4,771,490 (est.)$0 (est.)$1,137,228 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Herbert J. Sims & Co., Inc. BrokerCheck CRD 3420 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Client One Securities LLC BrokerCheck CRD 152974 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗		EDGAR ↗
Jan 4, 2023 D
NexPoint Aviation DST
File 021-469629
$6,760,154 (est.)$0 (est.)$2,263,553 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
DMK Advisor Group, Inc. BrokerCheck CRD 41067 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Whitehall-Parker Securities Inc. BrokerCheck CRD 10608 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
USCA Securities LLC BrokerCheck CRD 103789 ↗		EDGAR ↗
Dec 23, 2022 D
NRESF REIT Sub II, LLC
File 021-468634
$6,250$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jun 6, 2022 D/A
NexPoint Life Sciences DST
File 021-426919
$9,303,076 (est.)$0 (est.)$3,245,300 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Maxwell Financial Group, Inc. BrokerCheck CRD 167863 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Innovation Partners LLC BrokerCheck CRD 146344 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Wilson-Davis & Co., Inc. BrokerCheck CRD 3777 ↗
Network 1 Financial Securities Inc. BrokerCheck CRD 13577 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗		EDGAR ↗
May 18, 2022 D/A
NexPoint Storage III DST
File 021-431667
$8,230,909 (est.)$0 (est.)$3,090,930 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Westpark Capital, Inc. BrokerCheck CRD 39914 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Innovation Partners LLC BrokerCheck CRD 146344 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
Wealthforge Securities LLC BrokerCheck CRD 152550 ↗
Kalos Capital Inc. BrokerCheck CRD 44337 ↗
Bristol Investment Group, Inc. BrokerCheck CRD 39684 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Dempsey Lord Smith LLC BrokerCheck CRD 141238 ↗		EDGAR ↗
Mar 15, 2022 D/A
NexPoint Storage II DST
File 021-422196
$5,718,110 (est.)$0 (est.)$1,620,632 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
McDermott Investment Services BrokerCheck CRD 154926 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
USCA Securities LLC BrokerCheck CRD 103789 ↗		EDGAR ↗
Feb 23, 2022 D/A
NexPoint Hickory DST
File 021-422202
$2,540,857 (est.)$0 (est.)$926,244 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
Stax Capital BrokerCheck CRD 300607 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Network 1 Financial Securities Inc. BrokerCheck CRD 13577 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗
Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗		EDGAR ↗
May 20, 2021 D/A
NexPoint Gamma DST
File 021-385364
$1,443,609 (est.)$0 (est.)$566,468 (est.)
Item 16 is an estimate of offering expenses and acquisition fees that may accrue to one or more Related Persons.
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Willow Cove Investment Group, Inc. BrokerCheck CRD 107824 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Stax Capital BrokerCheck CRD 300607 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Pinnacle Capital Securities, LLC BrokerCheck CRD 106213 ↗		EDGAR ↗
Mar 19, 2021 D/A
NexPoint Flamingo DST
File 021-361232
$5,041,021 (est.)$0$1,513,459 (est.)
Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Stax Capital BrokerCheck CRD 300607 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Geat Point Capital LLC BrokerCheck CRD 114203 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Integrity Brokerage Services, Inc. BrokerCheck CRD 117589 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Axiom Capital Management Inc. BrokerCheck CRD 26580 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Willow Cove Investment Group, Inc. BrokerCheck CRD 107824 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Advisory Group Equity Services, Ltd. BrokerCheck CRD 15427 ↗
Money Concepts Capital Corp BrokerCheck CRD 12963 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Client One Securities LLC BrokerCheck CRD 152974 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗		EDGAR ↗
Nov 19, 2020 D/A
NexPoint Polo Glen DST
File 021-363696
$2,590,237 (est.)$0 (est.)$1,713,437 (est.)
Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
McDermott Investment Services LLC BrokerCheck CRD 154926 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Advisory Group Equity Services Ltd. BrokerCheck CRD 15427 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Capulent, LLC BrokerCheck CRD 155155 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
TCFG Wealth Management LLC. BrokerCheck CRD 164153 ↗
Western International Securities BrokerCheck CRD 39262 ↗
IDB Capital Corp BrokerCheck CRD 106032 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Great Point Capital, LLC BrokerCheck CRD 114203 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Crown Capital Securities, LP BrokerCheck CRD 6312 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Courtland Securities Corporation BrokerCheck CRD 137356 ↗		EDGAR ↗
Sep 25, 2020 D/A
NexPoint Texas Multifamily Portfolio DST
File 021-353449
$3,657,714 (est.)$0$1,920,521 (est.)
Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Whitehall-Parker Securities Inc. BrokerCheck CRD 10608 ↗
Wealthforge Securities Inc. BrokerCheck CRD 152550 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
Great Point Capital, LLC BrokerCheck CRD 114203 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Advisory Group Equity Services Ltd. BrokerCheck CRD 15427 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗		EDGAR ↗
Feb 11, 2020 D
Nexpoint Multifamily Capital Trust, Inc.
File 021-360287
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Nov 5, 2019 D/A
NREA Retreat, DST
File 021-324679
$2,107,543 (est.)$0 (est.)$1,023,750 (est.)
Item 16 is an estimate of fees and offering/organizational expenses that may accrue for the management team?s services in the identification, negotiation, diligence, and acquisition of the property
Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Kim R. Kunz BrokerCheck CRD 718618 ↗
via Westpark Capital Inc. (CRD 39914 ↗)

Justin Bachman BrokerCheck CRD 6412695 ↗
via Capulent LLC (CRD 155155 ↗)

Ed Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Gary Pohl BrokerCheck CRD 1291748 ↗
via Sigma Financial Corp. (CRD 48917 ↗)

Jim A. Lund BrokerCheck CRD 1713921 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Robert A. Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Curtis J. Sathre BrokerCheck CRD 2459115 ↗
via JRL Capital Corp. (CRD 10225 ↗)

Joral T Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corp. (CRD 14303 ↗)

DFPG Investments Inc BrokerCheck CRD 155576 ↗
via DFPG Investments Inc (CRD 155576 ↗)

Kyle S. Jobin BrokerCheck CRD 4915438 ↗
via Sigma Financial Corp. (CRD 14303 ↗)

Tomas J. Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corp. (CRD 14303 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Corbin S. Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Liam F. Dalton BrokerCheck CRD 1327801 ↗
via Axiom Capital Management Inc. (CRD 26580 ↗)

Steven A. Barnes BrokerCheck CRD 1609891 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Wealthforge Securities LLC (CRD 152550 ↗)

Patrick T. Shea BrokerCheck CRD 1654953 ↗
via Whitehall-Parker Securities Inc. (CRD 10608 ↗)

Joseph M. Insalaco BrokerCheck CRD 2978175 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

James M Lamont BrokerCheck CRD 2846228 ↗
via Whitehall-Parker Securities Inc. (CRD 10608 ↗)

Todd H Kennedy BrokerCheck CRD 1002060 ↗
via Herbert J Sims & Co Inc. (CRD 3420 ↗)

Linda J. Wimsatt BrokerCheck CRD 1401802 ↗
via Westpark Capital Inc. (CRD 39914 ↗)
EDGAR ↗
Oct 16, 2019 D
NexPoint Lincoln Porte, LLC
File 021-351194
$247,188 (est.)$0 (est.)$24,719 (est.)
Item 16 is an estimate of fees and expenses that may accrue to one or more Related Persons.
Moloney Securities Co., Inc. BrokerCheck CRD 38535 ↗EDGAR ↗
Aug 15, 2019 D/A
NREA Southeast Portfolio Three, DST
File 021-329415
$4,344,233 (est.)$0$2,480,423 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that mayaccrue to one or more Related Persons.
DFPG Investments Inc. BrokerCheck CRD 155576 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

McDermott Investment Services LLC BrokerCheck CRD 154926 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Gary G Benson BrokerCheck CRD 118221 ↗
via NPB Financial Group LLC (CRD 137743 ↗)

Matthew T Rubis BrokerCheck CRD 5863109 ↗
via Parkland Securities LLC (CRD 115368 ↗)

Gregory J Meyer BrokerCheck CRD 3088783 ↗
via NPB Financial Group LLC (CRD 137743 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

James M. Lamont BrokerCheck CRD 2846228 ↗
via Whitehall-Parker Securities Inc. (CRD 10608 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities LLC (CRD 152550 ↗)

Joral T Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corp. (CRD 14303 ↗)

David P Dahill BrokerCheck CRD 6581024 ↗
via Wealthforge Securities LLC (CRD 152550 ↗)

Tomas J Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corp. (CRD 14303 ↗)

Robin T Naylor BrokerCheck CRD 1392433 ↗
via Emerson Equity LLC. (CRD 130032 ↗)

Michael L. Cruz BrokerCheck CRD 2130750 ↗
via Courtland Securiites Corp (CRD 137356 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 94123 ↗)

Kim R. Kunz BrokerCheck CRD 718618 ↗
via Westpark Capital Inc. (CRD 39914 ↗)

Elizabeth L. Friant BrokerCheck CRD 2122446 ↗
via Wealthforge Securities LLC (CRD 152550 ↗)

James K. Johnston BrokerCheck CRD 1689783 ↗
via Arete Wealth Management LLC (CRD 44856 ↗)

Patrick T Shea BrokerCheck CRD 1654953 ↗
via Whitehall-Parker Securities Inc. (CRD 10608 ↗)

Jason A Salmon BrokerCheck CRD 6081963 ↗
via Wealthforge Securities LLC (CRD 152550 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

John L. Jenkins BrokerCheck CRD 1163851 ↗
via Arete Wealth Management LLC (CRD 44856 ↗)

Joseph D. Jackson BrokerCheck CRD 2351290 ↗
via Capital Investment Group Inc. (CRD 14752 ↗)

Mcihael G. Culwell BrokerCheck CRD 5989109 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Dieter E. Thurow BrokerCheck CRD 1435375 ↗
via NPB Financial Group LLC (CRD 137743 ↗)

Robert D. Brinbaum BrokerCheck CRD 2382580 ↗
via Advisory Group Equity SVCS LTD (CRD 15427 ↗)

Stacey J. Morimoto BrokerCheck CRD 4420782 ↗
via K Capital LLC (CRD 147191 ↗)

Jim A. Lund BrokerCheck CRD 1713921 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Randy A. Barmache BrokerCheck CRD 4607939 ↗
via Westpark Capital Inc. (CRD 39914 ↗)

Jon Lusin BrokerCheck CRD 1786336 ↗
via Courtlandt Securiites Corp (CRD 137356 ↗)

David Kangas BrokerCheck CRD 6591398 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Andrew Bagnall BrokerCheck CRD 4331728 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Susan J. Gitt BrokerCheck CRD 5580509 ↗
via Great Point Capital LLC (CRD 114203 ↗)

William D. Ford BrokerCheck CRD 1198575 ↗
via HERBERT J. SIMS & CO, INC. (CRD 3420 ↗)
EDGAR ↗
Feb 2, 2017 D
Nexpoint Multifamily Capital Trust, Inc.
File 021-279897
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 5, 2017 D
NREA Gardens, DST
File 021-277686
$1,478,039$0$2,791,088
NREA Gardens Investment Co, LLC will be responsible for paying certain fees and costs of approximately $1,927,088.
Highland Capital Funds Distributor, Inc. BrokerCheck CRD 165013 ↗EDGAR ↗
Jan 13, 2016 D
NexPoint Real Estate Capital, LLC
File 021-255040
$0$0$0H & L EQUITIES, LLC BrokerCheck CRD 113794 ↗
via CHRISTOPHER S. HARRISON (CRD 4981070 ↗)

H & L EQUITIES, LLC BrokerCheck CRD 113794 ↗
via PHYLLIS JOHNSON BECK (CRD 1020488 ↗)

H & L EQUITIES, LLC BrokerCheck CRD 113794 ↗
via PATRICK J. WHELCHEL (CRD 5389090 ↗)

H & L EQUITIES, LLC BrokerCheck CRD 113794 ↗
via LORI D. MAYFIELD (CRD 4899271 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (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 every filing this person is listed on (latest filing per offering, per issuer).

Deals 21

Every issuer that named Matthew Goetz on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

NL
Other Real Estate · group: Nexpoint

NexPoint Life Sciences II DST

Dallas, TX · Jun 22, 2023 → Nov 20, 2025 · 19 filings
  • Nov 20, 2025 · D/A · $40,489,695 sold of $40,489,695 · 112 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 7, 2025 · D/A · $39,563,756 sold of $40,489,695 · 109 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 9, 2025 · D/A · $36,996,318 sold of $40,489,695 · 105 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 21, 2025 · D/A · $31,059,027 sold of $40,489,695 · 89 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 17, 2024 · D/A · $29,030,796 sold of $40,489,695 · 79 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 30, 2024 · D/A · $27,864,030 sold of $40,489,695 · 75 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 29, 2024 · D/A · $19,431,177 sold of $40,489,695 · 58 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 22, 2024 · D/A · $19,409,113 sold of $40,489,695 · 54 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 9, 2024 · D/A · $18,798,171 sold of $40,489,695 · 53 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 13, 2023 · D/A · $11,282,417 sold of $40,489,695 · 37 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 30, 2023 · D/A · $10,188,242 sold of $40,489,695 · 34 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 15, 2023 · D/A · $9,731,859 sold of $40,489,695 · 32 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 18, 2023 · D/A · $7,669,777 sold of $40,489,695 · 22 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 26, 2023 · D/A · $6,330,757 sold of $40,489,695 · 17 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 14, 2023 · D/A · $2,827,397 sold of $40,489,695 · 13 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 18, 2023 · D/A · $1,760,707 sold of $40,489,695 · 8 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 20, 2023 · D/A · $999,222 sold of $40,489,695 · 5 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 7, 2023 · D/A · $521,380 sold of $40,489,695 · 2 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 22, 2023 · D · $421,380 sold of $40,489,695 · 1 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $40.5M from 112 investors (100% of the $40.5M target) as of the latest filing. Matthew is listed as executive officer on 19 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(c) (1,959 filings); 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.

NS
Other Real Estate · group: Nexpoint

NexPoint Small Bay I DST

Dallas, TX · Aug 23, 2023 → Jun 26, 2024 · 16 filings
  • Jun 26, 2024 · D/A · $59,505,817 sold of $59,505,817 · 190 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 10, 2024 · D/A · $58,730,387 sold of $59,505,817 · 186 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 4, 2024 · D/A · $58,229,458 sold of $59,505,817 · 183 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 8, 2024 · D/A · $51,234,578 sold of $59,505,817 · 156 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 12, 2024 · D/A · $41,253,000 sold of $59,505,817 · 121 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 26, 2024 · D/A · $37,273,612 sold of $59,505,817 · 111 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 31, 2024 · D/A · $30,265,518 sold of $59,505,817 · 96 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 17, 2024 · D/A · $28,073,339 sold of $59,505,817 · 87 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 27, 2023 · D/A · $25,348,315 sold of $59,505,817 · 76 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 5, 2023 · D/A · $19,934,346 sold of $59,505,817 · 60 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 15, 2023 · D/A · $16,638,469 sold of $59,505,817 · 50 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 27, 2023 · D/A · $9,554,181 sold of $59,505,817 · 34 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 12, 2023 · D/A · $6,260,139 sold of $59,505,817 · 20 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 22, 2023 · D/A · $3,427,268 sold of $59,505,817 · 13 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 6, 2023 · D/A · $2,663,799 sold of $59,505,817 · 9 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 23, 2023 · D · $1,650,000 sold of $59,505,817 · 2 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $59.5M from 190 investors (100% of the $59.5M target) as of the latest filing. Matthew is listed as executive officer on 16 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(c) (1,959 filings); 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.

NH
Other Real Estate · group: Nexpoint

NexPoint Hughes DST

Dallas, TX · Apr 12, 2022 → May 15, 2024 · 27 filings
  • May 15, 2024 · D/A · $104,415,646 sold of $115,262,632 · 311 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 6, 2024 · D/A · $104,185,646 sold of $115,262,632 · 310 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 10, 2023 · D/A · $99,952,005 sold of $115,262,632 · 294 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 12, 2023 · D/A · $98,177,853 sold of $115,262,632 · 284 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 9, 2023 · D/A · $87,699,764 sold of $115,262,632 · 248 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 24, 2023 · D/A · $86,760,357 sold of $115,262,632 · 256 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 30, 2023 · D/A · $79,857,933 sold of $115,262,632 · 219 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 13, 2023 · D/A · $79,724,277 sold of $115,262,632 · 218 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 4, 2023 · D/A · $73,623,049 sold of $115,262,632 · 206 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 4, 2023 · D · $73,623,049 sold of $115,262,632 · 206 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 22, 2022 · D/A · $67,948,655 sold of $115,262,632 · 191 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 1, 2022 · D/A · $66,180,842 sold of $115,262,632 · 183 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 4, 2022 · D/A · $62,072,077 sold of $115,262,632 · 171 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 20, 2022 · D/A · $60,141,178 sold of $115,262,632 · 161 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 7, 2022 · D/A · $58,050,400 sold of $115,262,632 · 155 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 23, 2022 · D/A · $51,846,309 sold of $115,262,632 · 138 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 2, 2022 · D/A · $44,497,967 sold of $115,262,632 · 118 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 19, 2022 · D/A · $41,116,429 sold of $115,262,632 · 104 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 6, 2022 · D/A · $38,911,088 sold of $115,262,632 · 96 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 22, 2022 · D/A · $34,424,550 sold of $115,262,632 · 85 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 6, 2022 · D/A · $31,050,415 sold of $115,262,632 · 74 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 24, 2022 · D/A · $28,855,961 sold of $115,262,632 · 67 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 10, 2022 · D/A · $25,732,518 sold of $115,262,632 · 57 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 3, 2022 · D/A · $19,861,276 sold of $115,262,632 · 45 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 26, 2022 · D/A · $13,031,667 sold of $115,262,632 · 30 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 19, 2022 · D/A · $7,120,912 sold of $115,262,632 · 12 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 12, 2022 · D · $5,231,450 sold of $115,262,632 · 6 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $104.4M from 311 investors (91% of the $115.3M target) as of the latest filing. Matthew is listed as executive officer on 27 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(c) (1,959 filings); 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.

NS
Other Real Estate · group: Nexpoint

NexPoint Storage IV DST

Dallas, TX · Apr 24, 2023 → Jan 11, 2024 · 14 filings
  • Jan 11, 2024 · D/A · $70,315,090 sold of $70,344,106 · 224 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 2, 2024 · D/A · $70,215,090 sold of $70,344,106 · 223 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 28, 2023 · D/A · $67,699,402 sold of $70,344,106 · 216 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 8, 2023 · D/A · $66,065,705 sold of $70,344,106 · 210 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 22, 2023 · D/A · $44,304,972 sold of $70,344,106 · 158 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 6, 2023 · D/A · $41,877,728 sold of $70,344,106 · 144 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 22, 2023 · D/A · $35,299,734 sold of $70,344,106 · 122 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 9, 2023 · D/A · $31,773,132 sold of $70,344,106 · 107 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 14, 2023 · D/A · $22,642,029 sold of $70,344,106 · 78 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 27, 2023 · D/A · $20,353,679 sold of $70,344,106 · 66 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 7, 2023 · D/A · $14,791,419 sold of $70,344,106 · 41 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 23, 2023 · D/A · $9,821,302 sold of $70,344,106 · 28 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 11, 2023 · D/A · $4,359,927 sold of $70,344,106 · 14 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 24, 2023 · D · $2,157,138 sold of $70,344,106 · 6 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $70.3M from 224 investors (100% of the $70.3M target) as of the latest filing. Matthew is listed as executive officer on 14 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(c) (1,959 filings); 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.

NB
Other Real Estate · group: Nexpoint

NexPoint Buffalo DST

Dallas, TX · Apr 12, 2022 → Apr 19, 2023 · 21 filings
  • Apr 19, 2023 · D/A · $54,531,314 sold of $54,531,314 · 193 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 6, 2023 · D/A · $53,133,590 sold of $54,531,314 · 187 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 4, 2023 · D/A · $52,383,976 sold of $54,531,314 · 182 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 4, 2023 · D · $52,383,976 sold of $54,531,314 · 182 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 22, 2022 · D/A · $50,000,315 sold of $54,531,314 · 172 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 1, 2022 · D/A · $48,720,315 sold of $54,531,314 · 169 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 4, 2022 · D/A · $47,690,315 sold of $54,531,314 · 165 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 20, 2022 · D/A · $44,651,306 sold of $54,531,314 · 159 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 7, 2022 · D/A · $44,401,306 sold of $54,531,314 · 158 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 23, 2022 · D/A · $43,362,260 sold of $54,531,314 · 153 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 2, 2022 · D/A · $42,129,143 sold of $54,531,314 · 146 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 19, 2022 · D/A · $39,431,612 sold of $54,531,314 · 135 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 6, 2022 · D/A · $34,949,681 sold of $54,531,314 · 124 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 22, 2022 · D/A · $30,114,584 sold of $54,531,314 · 107 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 6, 2022 · D/A · $25,505,796 sold of $54,531,314 · 88 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 24, 2022 · D/A · $20,619,154 sold of $54,531,314 · 71 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 10, 2022 · D/A · $14,828,466 sold of $54,531,314 · 59 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 3, 2022 · D/A · $10,298,914 sold of $54,531,314 · 41 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 26, 2022 · D/A · $8,389,770 sold of $54,531,314 · 29 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 19, 2022 · D/A · $3,676,927 sold of $54,531,314 · 12 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 12, 2022 · D · $1,952,098 sold of $54,531,314 · 6 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $54.5M from 193 investors (100% of the $54.5M target) as of the latest filing. Matthew is listed as executive officer on 21 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NA
Other Real Estate · group: Nexpoint

NexPoint Aviation DST

Dallas, TX · Sep 7, 2022 → Apr 19, 2023 · 12 filings
  • Apr 19, 2023 · D/A · $77,258,899 sold of $77,258,899 · 214 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 1, 2023 · D/A · $76,228,075 sold of $77,258,899 · 212 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 4, 2023 · D/A · $66,770,242 sold of $77,258,899 · 182 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 4, 2023 · D · $66,770,242 sold of $77,258,899 · 182 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 19, 2022 · D/A · $60,965,591 sold of $77,258,899 · 161 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 5, 2022 · D/A · $47,386,005 sold of $77,258,899 · 124 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 22, 2022 · D/A · $44,187,700 sold of $77,258,899 · 110 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 1, 2022 · D/A · $34,116,770 sold of $77,258,899 · 82 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 18, 2022 · D/A · $23,541,264 sold of $77,258,899 · 54 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 4, 2022 · D/A · $15,354,360 sold of $77,258,899 · 39 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 20, 2022 · D/A · $10,158,456 sold of $77,258,899 · 15 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 7, 2022 · D · $8,079,541 sold of $77,258,899 · 9 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $77.3M from 214 investors (100% of the $77.3M target) as of the latest filing. Matthew is listed as executive officer on 12 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NR
REITS and Finance · group: Nexpoint

NRESF REIT Sub II, LLC

Dallas, TX · Dec 23, 2022
  • Dec 23, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Matthew is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

NL
Other Real Estate · group: Nexpoint

NexPoint Life Sciences DST

Dallas, TX · Dec 28, 2021 → Jun 6, 2022 · 14 filings
  • Jun 6, 2022 · D/A · $104,959,651 sold of $107,550,012 · 236 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 24, 2022 · D/A · $104,460,836 sold of $107,550,012 · 234 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 10, 2022 · D/A · $104,310,836 sold of $107,550,012 · 233 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 26, 2022 · D/A · $102,190,109 sold of $107,550,012 · 227 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 19, 2022 · D/A · $97,837,540 sold of $107,550,012 · 218 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 5, 2022 · D/A · $88,993,634 sold of $107,550,012 · 196 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 22, 2022 · D/A · $81,810,344 sold of $107,550,012 · 175 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 8, 2022 · D/A · $67,932,218 sold of $107,550,012 · 145 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 23, 2022 · D/A · $39,896,256 sold of $107,550,012 · 120 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 10, 2022 · D/A · $35,001,120 sold of $107,550,012 · 100 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 26, 2022 · D/A · $24,235,194 sold of $107,550,012 · 70 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 18, 2022 · D/A · $12,757,040 sold of $107,550,012 · 36 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 4, 2022 · D/A · $5,269,652 sold of $107,550,012 · 8 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 28, 2021 · D · $5,199,652 sold of $107,550,012 · 7 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $105M from 236 investors (98% of the $107.6M target) as of the latest filing. Matthew is listed as executive officer on 14 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NS
Other Real Estate · group: Nexpoint

NexPoint Storage III DST

Dallas, TX · Feb 1, 2022 → May 18, 2022 · 9 filings
  • May 18, 2022 · D/A · $93,818,652 sold of $95,155,013 · 215 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 26, 2022 · D/A · $92,358,115 sold of $95,155,013 · 213 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 19, 2022 · D/A · $91,439,505 sold of $95,155,013 · 209 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 5, 2022 · D/A · $88,757,260 sold of $95,155,013 · 200 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 22, 2022 · D/A · $81,825,176 sold of $95,155,013 · 184 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 8, 2022 · D/A · $65,514,026 sold of $95,155,013 · 136 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 23, 2022 · D/A · $46,337,227 sold of $95,155,013 · 104 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 8, 2022 · D/A · $18,417,662 sold of $95,155,013 · 50 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 1, 2022 · D · $6,210,825 sold of $95,155,013 · 11 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $93.8M from 215 investors (99% of the $95.2M target) as of the latest filing. Matthew is listed as executive officer on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NS
Other Real Estate · group: Nexpoint

NexPoint Storage II DST

Dallas, TX · Nov 23, 2021 → Mar 15, 2022 · 10 filings
  • Mar 15, 2022 · D/A · $65,502,464 sold of $66,105,324 · 163 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 8, 2022 · D/A · $64,940,446 sold of $66,105,324 · 160 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 23, 2022 · D/A · $64,033,946 sold of $66,105,324 · 156 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 8, 2022 · D/A · $63,433,946 sold of $66,105,324 · 154 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 26, 2022 · D/A · $60,647,818 sold of $66,105,324 · 144 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 18, 2022 · D/A · $58,884,076 sold of $66,105,324 · 136 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 4, 2022 · D/A · $47,255,972 sold of $66,105,324 · 98 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 21, 2021 · D/A · $37,634,533 sold of $66,105,324 · 77 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 7, 2021 · D/A · $22,393,112 sold of $66,105,324 · 33 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 23, 2021 · D · $5,958,887 sold of $66,105,324 · 6 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $65.5M from 163 investors (99% of the $66.1M target) as of the latest filing. Matthew is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NH
Other Real Estate · group: Nexpoint

NexPoint Hickory DST

Dallas, TX · Nov 23, 2021 → Feb 23, 2022 · 8 filings
  • Feb 23, 2022 · D/A · $29,004,740 sold of $29,374,069 · 91 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 8, 2022 · D/A · $28,954,900 sold of $29,374,069 · 90 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 26, 2022 · D/A · $28,843,943 sold of $29,374,069 · 89 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 18, 2022 · D/A · $28,293,943 sold of $29,374,069 · 87 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 4, 2022 · D/A · $27,494,028 sold of $29,374,069 · 84 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 21, 2021 · D/A · $25,830,675 sold of $29,374,069 · 78 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 7, 2021 · D/A · $18,903,561 sold of $29,374,069 · 51 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 23, 2021 · D · $10,091,895 sold of $29,374,069 · 19 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $29M from 91 investors (99% of the $29.4M target) as of the latest filing. Matthew is listed as executive officer on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NG
Other Real Estate · group: Nexpoint

NexPoint Gamma DST

Dallas, TX · Jan 6, 2021 → May 20, 2021 · 9 filings
  • May 20, 2021 · D/A · $16,578,571 sold of $16,685,138 · 61 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 20, 2021 · D/A · $16,398,571 sold of $16,685,138 · 60 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 31, 2021 · D/A · $15,998,571 sold of $16,685,138 · 58 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 19, 2021 · D/A · $14,880,121 sold of $16,685,138 · 55 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 23, 2021 · D/A · $14,780,121 sold of $16,685,138 · 54 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 9, 2021 · D/A · $14,176,195 sold of $16,685,138 · 51 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 29, 2021 · D/A · $11,777,416 sold of $16,685,138 · 42 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 19, 2021 · D/A · $10,271,947 sold of $16,685,138 · 35 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 6, 2021 · D · $5,141,073 sold of $16,685,138 · 20 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $16.6M from 61 investors (99% of the $16.7M target) as of the latest filing. Matthew is listed as executive officer on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NF
Other Real Estate · group: Nexpoint

NexPoint Flamingo DST

Dallas, TX · Feb 24, 2020 → Mar 19, 2021 · 27 filings
  • Mar 19, 2021 · D/A · $57,954,558 sold of $58,277,704 · 172 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 23, 2021 · D/A · $57,925,208 sold of $58,277,704 · 171 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 9, 2021 · D/A · $55,895,497 sold of $58,277,704 · 169 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 29, 2021 · D/A · $51,756,774 sold of $58,277,704 · 160 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 19, 2021 · D/A · $50,139,090 sold of $58,277,704 · 153 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 6, 2021 · D/A · $47,427,407 sold of $58,277,704 · 146 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 22, 2020 · D/A · $44,587,414 sold of $58,277,704 · 136 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 8, 2020 · D/A · $42,596,963 sold of $58,277,704 · 127 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 24, 2020 · D/A · $39,593,424 sold of $58,277,704 · 114 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 10, 2020 · D/A · $36,536,669 sold of $58,277,704 · 104 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 30, 2020 · D/A · $34,433,683 sold of $58,277,704 · 96 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 6, 2020 · D/A · $30,694,835 sold of $58,277,704 · 90 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 24, 2020 · D/A · $28,828,275 sold of $58,277,704 · 79 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 9, 2020 · D/A · $21,752,451 sold of $58,277,704 · 68 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 26, 2020 · D/A · $18,371,120 sold of $58,277,704 · 61 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 10, 2020 · D/A · $14,379,351 sold of $58,277,704 · 55 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 28, 2020 · D/A · $13,232,778 sold of $58,277,704 · 50 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 9, 2020 · D/A · $11,313,400 sold of $58,277,704 · 44 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 16, 2020 · D/A · $11,102,376 sold of $58,277,704 · 43 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 29, 2020 · D/A · $10,827,376 sold of $58,277,704 · 42 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 15, 2020 · D/A · $10,230,376 sold of $58,277,704 · 40 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 22, 2020 · D/A · $9,530,375 sold of $58,277,704 · 38 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 22, 2020 · D/A · $9,530,375 sold of $58,277,704 · 38 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 7, 2020 · D/A · $8,835,307 sold of $58,277,704 · 35 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 24, 2020 · D/A · $7,481,500 sold of $58,277,704 · 28 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 10, 2020 · D/A · $3,522,031 sold of $58,277,704 · 13 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 24, 2020 · D · $1,344,672 sold of $58,277,704 · 4 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $58M from 172 investors (99% of the $58.3M target) as of the latest filing. Matthew is listed as executive officer on 27 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NP
Other Real Estate · group: Nexpoint

NexPoint Polo Glen DST

Dallas, TX · Mar 26, 2020 → Nov 19, 2020 · 16 filings
  • Nov 19, 2020 · D/A · $29,739,680 sold of $29,944,929 · 108 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 30, 2020 · D/A · $29,363,785 sold of $29,944,929 · 106 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Oct 6, 2020 · D/A · $29,015,785 sold of $29,944,929 · 104 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 25, 2020 · D/A · $28,115,785 sold of $29,944,929 · 100 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Sep 8, 2020 · D/A · $26,970,025 sold of $29,944,929 · 95 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 25, 2020 · D/A · $24,815,796 sold of $29,944,929 · 88 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 10, 2020 · D/A · $19,642,442 sold of $29,944,929 · 71 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 28, 2020 · D/A · $17,538,727 sold of $29,944,929 · 60 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 14, 2020 · D/A · $12,441,304 sold of $29,944,929 · 42 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 30, 2020 · D/A · $8,051,252 sold of $29,944,929 · 30 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 17, 2020 · D/A · $4,088,773 sold of $29,944,929 · 21 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 4, 2020 · D/A · $3,108,062 sold of $29,944,929 · 16 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 19, 2020 · D/A · $2,468,944 sold of $29,944,929 · 12 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 28, 2020 · D/A · $2,244,306 sold of $29,944,929 · 10 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 14, 2020 · D/A · $1,343,537 sold of $29,944,929 · 6 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 26, 2020 · D · $356,940 sold of $29,944,929 · 1 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $29.7M from 108 investors (99% of the $29.9M target) as of the latest filing. Matthew is listed as executive officer on 16 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NT
Other Real Estate · group: Nexpoint

NexPoint Texas Multifamily Portfolio DST

Dallas, TX · Nov 14, 2019 → Sep 25, 2020 · 22 filings
  • Sep 25, 2020 · D/A · $60,370,130 sold of $60,961,892 · 169 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Aug 26, 2020 · D/A · $59,977,330 sold of $60,961,892 · 168 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 28, 2020 · D/A · $59,009,168 sold of $60,961,892 · 164 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jul 14, 2020 · D/A · $54,500,310 sold of $60,961,892 · 152 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 30, 2020 · D/A · $51,229,262 sold of $60,961,892 · 144 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 16, 2020 · D/A · $48,621,449 sold of $60,961,892 · 134 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jun 5, 2020 · D/A · $46,043,121 sold of $60,961,892 · 125 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 20, 2020 · D/A · $45,920,040 sold of $60,961,892 · 124 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • May 7, 2020 · D/A · $44,150,712 sold of $60,961,892 · 121 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 22, 2020 · D/A · $43,402,722 sold of $60,961,892 · 119 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Apr 9, 2020 · D/A · $41,527,048 sold of $60,961,892 · 111 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 24, 2020 · D/A · $40,512,081 sold of $60,961,892 · 107 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Mar 10, 2020 · D/A · $28,238,712 sold of $60,961,892 · 92 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 25, 2020 · D/A · $24,108,010 sold of $60,961,892 · 78 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Feb 12, 2020 · D/A · $21,230,348 sold of $60,961,892 · 68 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 29, 2020 · D/A · $14,262,523 sold of $60,961,892 · 52 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Jan 14, 2020 · D/A · $10,106,556 sold of $60,961,892 · 39 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 31, 2019 · D/A · $7,529,389 sold of $60,961,892 · 30 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 17, 2019 · D/A · $6,412,709 sold of $60,961,892 · 25 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Dec 3, 2019 · D/A · $3,826,837 sold of $60,961,892 · 17 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 26, 2019 · D/A · $1,644,948 sold of $60,961,892 · 9 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗
  • Nov 14, 2019 · D · $992,466 sold of $60,961,892 · 6 investors · min. $100,000 · role: Executive Officer (Authorized Signatory of the Issuer) EDGAR ↗

Raised $60.4M from 169 investors (99% of the $61M target) as of the latest filing. Matthew is listed as executive officer on 22 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NM
REITS and Finance · group: Nexpoint

Nexpoint Multifamily Capital Trust, Inc.

Dallas, TX · Feb 2, 2017 → Feb 11, 2020 · 2 filings
  • Feb 11, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President - Investments and Asset Management) EDGAR ↗
  • Feb 2, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (VP-Investments and Asset Management) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Matthew is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

NR
Other Real Estate · group: Nexpoint

NREA Retreat, DST

Dallas, TX · Jan 15, 2019 → Nov 5, 2019 · 14 filings
  • Nov 5, 2019 · D/A · $35,020,067 sold of $35,125,712 · 102 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 30, 2019 · D/A · $34,974,357 sold of $35,125,712 · 100 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 25, 2019 · D/A · $34,859,699 sold of $35,125,712 · 98 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 12, 2019 · D/A · $34,209,699 sold of $35,125,712 · 95 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • May 21, 2019 · D/A · $33,139,571 sold of $35,125,712 · 89 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • May 10, 2019 · D/A · $32,595,937 sold of $35,125,712 · 84 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Apr 26, 2019 · D/A · $32,003,058 sold of $35,125,712 · 79 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Apr 15, 2019 · D/A · $31,509,058 sold of $35,125,712 · 77 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 26, 2019 · D/A · $28,797,526 sold of $35,125,712 · 67 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Mar 13, 2019 · D/A · $27,944,608 sold of $35,125,712 · 64 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 26, 2019 · D/A · $26,051,694 sold of $35,125,712 · 62 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 12, 2019 · D/A · $23,110,687 sold of $35,125,712 · 59 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 29, 2019 · D/A · $19,730,743 sold of $35,125,712 · 52 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 15, 2019 · D/A · $17,880,743 sold of $35,125,712 · 47 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $35M from 102 investors (100% of the $35.1M target) as of the latest filing. Matthew is listed as executive officer on 14 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NL
Other Real Estate · group: Nexpoint

NexPoint Lincoln Porte, LLC

Dallas, TX · Oct 16, 2019
  • Oct 16, 2019 · D · $250,000 sold of $2,471,900 · 3 investors · min. $25,000 · role: Executive Officer (Officer of Managing Member of Issuer) EDGAR ↗

Raised $250K from 3 investors (10% of the $2.47M target) as of the latest filing. Matthew is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NS
Other Real Estate · group: Nexpoint

NREA Southeast Portfolio Three, DST

Dallas, TX · Apr 4, 2019 → Aug 15, 2019 · 13 filings
  • Aug 15, 2019 · D/A · $71,933,810 sold of $72,403,877 · 201 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 30, 2019 · D/A · $71,680,360 sold of $72,403,877 · 200 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 17, 2019 · D/A · $70,885,235 sold of $72,403,877 · 199 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jul 3, 2019 · D/A · $67,173,021 sold of $72,403,877 · 190 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 25, 2019 · D/A · $64,986,620 sold of $72,403,877 · 185 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 19, 2019 · D/A · $58,143,484 sold of $72,403,877 · 167 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 12, 2019 · D/A · $58,143,484 sold of $72,403,877 · 167 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • May 31, 2019 · D/A · $53,700,452 sold of $72,403,877 · 155 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • May 21, 2019 · D/A · $51,670,097 sold of $72,403,877 · 147 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • May 10, 2019 · D/A · $46,773,674 sold of $72,403,877 · 130 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Apr 26, 2019 · D/A · $44,982,674 sold of $72,403,877 · 120 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Apr 15, 2019 · D/A · $40,362,389 sold of $72,403,877 · 107 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Apr 4, 2019 · D/A · $33,074,381 sold of $72,403,877 · 89 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $71.9M from 201 investors (99% of the $72.4M target) as of the latest filing. Matthew is listed as executive officer on 13 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); 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.

NG
Residential · group: Nexpoint

NREA Gardens, DST

Dallas, TX · Jan 5, 2017
  • Jan 5, 2017 · D · $181,251 sold of $24,633,987 · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $12.7M from 55 investors (52% of the $24.6M target) as of the latest filing. Matthew is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); 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.

NR
REITS and Finance · group: Nexpoint

NexPoint Real Estate Capital, LLC

Dallas, TX · Jan 13, 2016
  • Jan 13, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Matthew is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); 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.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Matthew Goetz — IL, CT, FL, 13 issuers, Jul 30, 2021 → Nov 14, 2024 · no shared issuer

People around Matthew 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

NR
Management entity

NexPoint Real Estate Advisors IV, L.P.

Executive Officer · 251 shared filings (16 issuers) · also on 18 other issuers

NexPoint Real Estate Advisors IV, L.P. is on 34 issuers in total — a repeat sponsor. Their page lists every one.

NS
Management entity

NexPoint Storage DST TRS, LLC

Executive Officer · 33 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NF
Management entity

NexPoint Flamingo Manager, LLC

Executive Officer · 27 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NH
Management entity

NexPoint Hughes Manager, LLC

Executive Officer · 27 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NS
Management entity

NREA SE Property Manager, LLC

Executive Officer · 22 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NB
Management entity

NexPoint Buffalo Manager, LLC

Executive Officer · 21 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NL
Management entity

NREA Life Sciences II, LLC

Executive Officer · 19 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NL
Management entity

NREA LS II Investment Co, LLC

Executive Officer · 19 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NP
Management entity

NexPoint Polo Glen Manager, LLC

Executive Officer · 16 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NS
Management entity

NREA SB I Investment Co, LLC

Executive Officer · 16 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NS
Management entity

NREA Small Bay I, LLC

Executive Officer · 16 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NR
Management entity

NREA Retreat Investment Co,

Promoter · 14 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NR
Management entity

NREA Retreat Manager, LLC

Promoter · 14 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NC
Management entity

NREA Casper, LLC

Executive Officer · 14 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NC
Management entity

NREA Casper Investment Co, LLC

Executive Officer · 14 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NP
Management entity

NSP IV Parent Manager, LLC

Executive Officer · 14 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NS
Management entity

NREA Southeast Portfolio Three

Executive Officer · 13 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NA
Management entity

NexPoint Aviation Manager, LLC

Executive Officer · 12 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NP
Management entity

NSP II Parent Manager, LLC

Executive Officer · 10 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NG
Management entity

NexPoint Gamma, LLC

Executive Officer · 9 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NP
Management entity

NSP III Parent Manager, LLC

Executive Officer · 9 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

NH
Management entity

NexPoint Hickory Manager, LLC

Executive Officer · 8 shared filings (1 issuer)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

MM
No photo found yet (own website and image search run after this page is viewed)
Person

Matt McGraner

Executive Officer, Director · 253 shared filings (18 issuers) · also on 22 other issuers

Matt McGraner is on 40 issuers in total — a repeat sponsor. Their page lists every one.

BM
No photo found yet (own website and image search run after this page is viewed)
Person

Brian Mitts

Executive Officer, Director · 32 shared filings (6 issuers) · also on 23 other issuers

Brian Mitts is on 29 issuers in total — a repeat sponsor. Their page lists every one.

SE
No photo found yet (own website and image search run after this page is viewed)
Person

Scott Neil Ellington

Executive Officer · 30 shared filings (4 issuers)

Listed on the same filings as Matthew Goetz. Their page shows their other deals.

FW
No photo found (searched own website, image search on Oct 24, 2026)
Person

Frank Waterhouse

Executive Officer · 28 shared filings (3 issuers) · also on 11 other issuers

Frank Waterhouse is on 14 issuers in total — a repeat sponsor. Their page lists every one.

MM
No photo found yet (own website and image search run after this page is viewed)
Person

Matthew McGraner

Executive Officer · 4 shared filings (4 issuers) · also on 4 other issuers

Matthew McGraner is on 8 issuers in total — a repeat sponsor. Their page lists every one.

DN
No photo found yet (own website and image search run after this page is viewed)
Person

Dustin Norris

Executive Officer · 1 shared filing (1 issuer) · also on 6 other issuers

Dustin Norris is on 7 issuers in total — a repeat sponsor. Their page lists every one.

JP
No photo found yet (own website and image search run after this page is viewed)
Person

John M. Pons

Director · 1 shared filing (1 issuer) · also on 10 other issuers

John M. Pons is on 11 issuers in total — a repeat sponsor. Their page lists every one.

DM
No photo found yet (own website and image search run after this page is viewed)
Person

D. Kirk McAllaster

Director · 1 shared filing (1 issuer) · also on 9 other issuers

D. Kirk McAllaster is on 10 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

N
Sponsor group

Nexpoint

68 issuers · 573 filings · $2.88B reported sold · 2009–2026

One team, 68 deal companies. Matthew Goetz is listed on 21 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Matthew Goetz.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 21 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

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 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Matthew Goetz by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 21 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Matthew Goetz is listed on: none on file. No website or social profile named in NREA Southeast Portfolio Three, DST's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #229,775 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Dallas, TX). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Texas re:SearchTX court records ↗Georgia state courts — find the court ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Texas Secretary of State business search ↗Georgia Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

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