Form D · Other Real Estate

Arizona Healthcare DST

Oak Brook, IL · CIK 0001744498

Offering snapshot reported Jul 27, 2018 · SEC filing

Reported sold
$19.9M
Offering amount: $26.2M
Investors reported
64
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 8, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.96M$19.9MJun 22, 2018: $6,302,425.00Jun 22, 2018Jul 27, 2018: $19,915,099.00Jul 27, 2018

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$6,302,425 → $19,915,099
  • Reported investors18 → 64

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 27, 2018Amendment$19,915,099$13,612,674vs Jun 22, 201864SEC filing
Jun 22, 2018Initial$6,302,425No comparison18SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$131M (estimated)
Finders' fees
$0
Form D file number
021-315257
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Brian Perkins5630932Colorado Financial Service Corporation · CRD 104343
Nathaniel M. Kuhn4624143Concorde Investment Servies, LLC · CRD 151604
David B. Levinson705929Westpark Capital, Inc. · CRD 39914
Daniel Mercer6698392Colorado Financial Service Corporation · CRD 104343
Jeff Olson2192677Northland Securities, Inc. · CRD 40258
Mark Gopen2989672National Securities Corporation · CRD 7569
Gary Conley52159American Investors Company · CRD 385
Jeffrey McKay818303Voya Financial Advisors, Inc. · CRD 2882
Ronald York4308987Triad Advisors LLC · CRD 25803
Leslie Pappas1735372Lightpath Capital, Inc. · CRD 34617
Tom Velken1600404sigma Financial Coporation · CRD 14303
Scott Sheehan2328614DFPG Investments, Inc. · CRD 155576
RCX Capital Group, LLC114290RCX Capital Group, LLC · CRD 114290
Dan L. Werry4721789Lighthose Capital Group, LLC · CRD 169135
Joseph A. Graziano2442582TFS Securities, Inc. · CRD 20626
Steven T. Novotny4263690Cambridge Investment Research, Inc. · CRD 39543
Judith Odell4492738Cambridge Investment Research, Inc. · CRD 39543
Robert Smith1412333Concorde Investment Services, LLC · CRD 151604
Lesile B. Goldstein1300590Securities America, Inc. · CRD 10205
Andrew Martz5118326Western International Securities, Inc. · CRD 39262
John H. Ferguson494764ighthouse Capital Corp. · CRD 169135
Paul M. Getty6470002Lightpath Capital, Inc. · CRD 34617
Daniel J. Luke432353DFPG Investments, Inc. · CRD 155576
Christina Nielson4866971Primex · CRD 29394
Karen R. Codman2774511FSC Sercurities Corporation · CRD 7461
Eric J. Flaim4618103APW Capital, Inc. · CRD 43814
Chay T. Lapin6275140Welathforge Securities, LLC · CRD 152550
Joshua S. Griffin4664355Parkland Sercurities, LLC · CRD 115368
Dennis I. Weiss462338American Investors Company · CRD 38
John G. Chess4812430Investacorp, Inc. · CRD 7684
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
Michael A. Bendix5379777DFPG Investments, Inc. · CRD 155576
Jason A. Salmon6081963Wealthforge Securities, LLC · CRD 152550
Donald S. Meredith1867703Lightpath Capital, Inc. · CRD 34617
Joshua C. Koehnen4551444Independent Financial Group, LLC · CRD 7717
Paul L. Soriano3097786Sagepoint Financial, Inc. · CRD 133763
Keith W. Patterson2131574Investacorp, Inc. · CRD 7684
Trudy D. Haussmann1596890Securities America, Inc. · CRD 10205
Daniel P. Raupp4079107Concorde Investment Services, LLC · CRD 151604
Jason C. Cook4349388Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Taylor D. Ashland5732470DFPG Investments, Inc. · CRD 155576

Source: Form D, filed Jul 27, 2018. 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
Healthcare, L.L.C. Arizona Promoter
Exchange, L.L.C. Arizona Healthcare Promoter
Capital Corporation Inland Private Promoter
Keith Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523