Form D · REITS and Finance

Bailard Real Estate Investment Trust II, Inc.

Foster City, CA · CIK 0001317046

Offering snapshot reported Jun 1, 2012 · SEC filing

Reported sold
$91.5M
Offering amount: $500M
Investors reported
169
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Jan 19, 2005
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$45.8M$91.5MMar 17, 2009: $83,882,022.00Mar 17, 2009Mar 11, 2010: $83,882,022.00Mar 11, 2010Mar 11, 2011: $84,527,022.00Mar 11, 2011Jul 28, 2011: $88,491,872.00Jun 1, 2012: $91,541,872.00Jun 1, 2012

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$88,491,872 → $91,541,872
  • Reported investors153 → 169

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 1, 2012Amendment$91,541,872$3,050,000vs Jul 28, 2011169SEC filing
Jul 28, 2011Amendment$88,491,872$3,964,850vs Mar 11, 2011153SEC filing
Mar 11, 2011Amendment$84,527,022$645,000vs Mar 11, 2010140SEC filing
Mar 11, 2010Amendment$83,882,022$0vs Mar 17, 2009138SEC filing
Mar 17, 2009Amendment$83,882,022No comparisonNot reportedSEC filing
Feb 7, 2005PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-73831

Source: Form D, filed Jun 1, 2012. 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
Thomas E. Bailard Director
Barbara V. Bailey Executive
Brad Blake Director
Charles Crocker Director
Michelle L. Foss Director, Executive
D. Wylie Greig Director
Sharon S. Henderson Executive
Laurance R. Hoagland Director
Laurance R. Hoagland, Jr. Director
Bailard, Inc. Promoter
Diana Dessonville Mudge Executive
Henry S. Newhall Executive
Erin M. Randolph Executive
Minnie Y. Sanford Executive
Sonya Thadhani Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
950 Tower Lane Suite 1900
Foster City, CA, 94404