Form D · Other Real Estate

BDP Southlake DST

Montclair, NJ · CIK 0001943774

Offering snapshot reported Sep 15, 2023 · SEC filing

Reported sold
$19.2M
Offering amount: $52M
Investors reported
60
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 21, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.6M$19.2MAug 24, 2022Nov 22, 2022: $3,712,807.00Nov 22, 2022Aug 2, 2023: $16,801,927.00Sep 15, 2023: $19,204,483.00Sep 15, 2023

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$16,801,927 → $19,204,483
  • Reported investors47 → 60

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 15, 2023Amendment$19,204,483$2,402,556vs Aug 2, 202360SEC filing
Aug 2, 2023Amendment$16,801,927$13,089,120vs Nov 22, 202247SEC filing
Nov 22, 2022Amendment$3,712,807No comparison14SEC filing
Aug 24, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$3.12M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-456838

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Arete Wealth Management, LLC44856
FNEX Capital, LLC166316
American Trust Investment Services, Inc.3001
Emerson Equity LLC130032
Cabin Securities, Inc.137608
IBN Financial Services, Inc.42360
Great Point Capital LLC114203
Patrick Capital Markets, LLC16518
Lightpath Capital, Inc.34617
Saxony Securities, Inc.115547
Capulent LLC155155

Source: Form D, filed Sep 15, 2023. 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 Bdp Holding, Llc Executive
N/A Bdp Holdings, Llc Executive
N/A Bdp Southlake Depositor, Llc Executive
N/A Bdp Southlake Dst Manager, Llc Executive
David Placek Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
125 Glenridge Avenue Unit 1347
Montclair, NJ, 07042