Form D · Residential

BV Carriage Homes on the Lake DST

Dallas, TX · CIK 0001984526

Offering snapshot reported Feb 12, 2024 · SEC filing

Reported sold
$27.9M
Offering amount: $64.7M
Investors reported
59
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Aug 11, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13.9M$27.9MAug 8, 2023Oct 4, 2023: $10,062,710.00Oct 4, 2023Feb 12, 2024: $27,852,220.00Feb 12, 2024

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$10,062,710 → $27,852,220
  • Reported investors15 → 59

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 12, 2024Amendment$27,852,220$17,789,510vs Oct 4, 202359SEC filing
Oct 4, 2023Amendment$10,062,710No comparison15SEC filing
Aug 8, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$3.88M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-489103

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
BV Securities LLC103800
Realized Financial, Inc.22333
Arkadios Capital282710
Great Point Capital LLC114203
Metric Financial, LLC33324
Capulent LLC155155
Emerson Equity LLC130032
Cabin Securities, Inc.137608
Saxony Securities, Inc.115547
Patrick Capital Markets, LLC16518

Source: Form D, filed Feb 12, 2024. 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 Bv Carriage Llc Executive
N/A Bv Ch Depositor Llc Executive
N/A Ch Manager, Llc Executive
Steven May Executive

Issuer details

Industry: Residential (See others in industry)

Address:
8390 Lyndon B. Johnson Fwy. Suite 565
Dallas, TX, 75243