Form D · Other Real Estate

Amarillo Self-Storage Portfolio DST

Oak Brook, IL · CIK 0001754139

Offering snapshot reported Sep 6, 2019 · SEC filing

Reported sold
$5.14M
Offering amount: $5.49M
Investors reported
19
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 19, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.57M$5.14MSep 27, 2018: $1,123,524.00Sep 27, 2018Nov 16, 2018: $1,902,105.00Sep 6, 2019: $5,142,795.00Sep 6, 2019

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$1,902,105 → $5,142,795
  • Reported investors6 → 19

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 6, 2019Amendment$5,142,795$3,240,690vs Nov 16, 201819SEC filing
Nov 16, 2018Amendment$1,902,105$778,581vs Sep 27, 20186SEC filing
Sep 27, 2018Initial$1,123,524No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$137K (estimated)
Finders' fees
$0
Form D file number
021-322238
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LEWIS FINANCIAL GROUP, L.C.36673
DAI SECURITIES, LLC36673

Source: Form D, filed Sep 6, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Amarillo Self Storage Portfolio Exchange, L.L.C. Promoter
N/A Inland Private Capital Corporation Promoter
Keith Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523