Form D · Other Real Estate

AZ ROMULUS MI INVESTORS DST

Nashua, NH · CIK 0001768372

Offering snapshot reported Aug 12, 2020 · SEC filing

Reported sold
$20.3M
Offering amount: $20.8M
Investors reported
58
Form D · investor count
Minimum accepted
$90K
Reported outside-investor minimum
First sale
Feb 14, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10.1M$20.3MFeb 21, 2019: $503,291.00Feb 21, 2019Apr 19, 2019: $7,485,127.00May 13, 2019: $9,600,967.00Jun 5, 2019: $13,964,258.00Aug 16, 2019: $18,555,487.00Jan 10, 2020: $20,289,415.00Mar 2, 2020: $20,289,415.00Aug 12, 2020: $20,289,415.00Aug 12, 2020

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 investors52 → 58
  • Minimum accepted$100,000 → $90,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 12, 2020Amendment$20,289,415$0vs Jan 10, 202058SEC filing
Mar 2, 2020Amendment$20,289,415$0vs Jan 10, 202052SEC filing
Jan 10, 2020Amendment$20,289,415$1,733,928vs Aug 16, 201952SEC filing
Aug 16, 2019Amendment$18,555,487$4,591,229vs Jun 5, 201944SEC filing
Jun 5, 2019Amendment$13,964,258$4,363,291vs May 13, 201924SEC filing
May 13, 2019Amendment$9,600,967$2,115,840vs Apr 19, 201919SEC filing
Apr 19, 2019Amendment$7,485,127$6,981,836vs Feb 21, 201915SEC filing
Feb 21, 2019Initial$503,291No comparison1SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$117K
Finders' fees
$0
Form D file number
021-333273
Beneficial interests in a Delaware statutory trust
No sales commissions are paid to Clearview Trading Advisors, Inc., however they will receive a placement fee of 0.06% of the aggregate purchase price of the Interests, and a $5,000 monthly advisory fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
WEALTHFORGE SECURITIES, LLC152550
GREAT POINT CAPITAL LLC114203
INTEGRITY BROKERAGE SERVICES, INC.117589
MCDERMOTT INVESTMENT SERVICES, LLC154926
NEXTREND SECURITIES, INC.43710

Source: Form D, filed Aug 12, 2020. 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
Douglas F. Blough Executive
Bruce S. Macdonald Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
C/O Net Lease Capital Advisors, Inc. 10 Tara Boulevard, Suite 501
Nashua, NH, 03062