Form D · Commercial

CEP Estrella, DST

Rancho Santa Margarita, CA · CIK 0001747678

Offering snapshot reported Jul 30, 2018 · SEC filing

Reported sold
$644K
Offering amount: $7M
Investors reported
2
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jul 13, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$322K$644KJul 23, 2018: $644,063.00Jul 23, 2018Jul 30, 2018: $644,063.00Jul 30, 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 30, 2018Amendment$644,063$0vs Jul 23, 20182SEC filing
Jul 23, 2018Initial$644,063No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$700K (estimated)
Finders' fees
$0
Form D file number
021-317496
Beneficial Interests will be sold for a total investment cost of $15,600,000, which includes attribution of a loan in the original principal amount of $8,600,000.
Beneficial Interests in a Delaware Statutory Trust
Broker-dealers will receive sales commission (7% of Gross Proceeds), marketing, due diligence & placement allowance (1% of Gross Proceeds) & lead placement agent fee (1% of Gross Proceeds). Wholesalers may receive fee of 1% of Gross Proceeds

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Capulent LLC155155

Source: Form D, filed Jul 30, 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
Ryan Borzouei Executive
Christopher J. Cumella Executive, Promoter
Cypress West Realty Management, Inc. Promoter
Jeffrey A. Johnson Executive
Cep Estrella Signatory Trustee, Llc Director, Promoter
Cypress West Partners Promoter
Cypress Exchange Properties Director, Executive, Promoter
Wendy Windred Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
30021 Thomas Road, Suite 130
Rancho Santa Margarita, CA, 92688