Form D · Other Real Estate

Charlotte Student Housing DST

Oak Brook, IL · CIK 0001657795

Offering snapshot reported Mar 11, 2016 · SEC filing

Reported sold
$29.3M
Offering amount: $29.3M
Investors reported
71
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 20, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.7M$29.3MNov 30, 2015: $759,826.00Nov 30, 2015Dec 7, 2015: $4,618,979.00Mar 11, 2016: $29,345,975.00Mar 11, 2016

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$4,618,979 → $29,345,975
  • Reported investors11 → 71

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 11, 2016Amendment$29,345,975$24,726,996vs Dec 7, 201571SEC filing
Dec 7, 2015Amendment$4,618,979$3,859,153vs Nov 30, 201511SEC filing
Nov 30, 2015Initial$759,826No comparison7SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.32M (estimated)
Finders' fees
$0
Form D file number
021-252038
Amount includes selling commissions, dealer fee and placement agent fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Commonwealth Financial Network8032Commonwealth Financial Network · CRD 8032
Steven J. Yazbeck2293457Sagepoint Financial Inc. · CRD 133763
Robert Binkele2393598Centaurus Financial Inc. · CRD 30833
Michael Steinthal435071Primex · CRD 29394
Scott Sheehan2328614DFPG Investments Inc. · CRD 155576
Mark Dormire4959390Woodbury Financial Services Inc. · CRD 421
Benjamin Tutschulte4415449Woodbury Financial Services Inc. · CRD 421
Hamilton Pollard II4133978Silver Portal Capital LLC · CRD 114290
Concorde Investment Services LLC151604Concorde Investment Services LLC · CRD 151604
Gordon Hamilton5028789Parkland Securities LLC · CRD 115368
Blayne A. Andersen5727397Parkland Securities LLC · CRD 115368
Joral Schmalle4491484Sigma Financial Corporation · CRD 14303
Kenneth C. Carrico1021435Sagepoint Financial Inc. · CRD 133763
Douglas McCown2113482Sagepoint Financial Inc. · CRD 133763
Robert R. Tweed2339324Cabot Lodge Securities LLC · CRD 159712
Barbara Klenovich1290087FSC Securities Corporation · CRD 7461
Barry R. Ozer5727882FSC Securities Corporation · CRD 7461
Lincoln Financial Advisors Corporation3978Lincoln Financial Advisors Corporation · CRD 3978
Randy Barmache4607939Newport Coast Securities Inc. · CRD 16944
Thomas F. Quinn4699031Triad Advisors Inc. · CRD 25803
1st Global Capital Corp.303491st Global Capital Corp. · CRD 30349
Richard P. Thompson1208090Centaurus Financial Inc. · CRD 30833
Jason D. Stone5455271Crown Capital Securities LP · CRD 6312
Christina Nielson4866971Primex · CRD 29394
James Ciocia1619245National Securities Corporation · CRD 7569
Cambridge Investment Research Inc.39543Cambridge Investment Research Inc. · CRD 39543
Peter Fisher1259923Investacorp Inc. · CRD 7684
James Gambaccini4619759The Strategic Financial Alliance Inc. · CRD 126514
Daniel Dunn3105100Woodbury Financial Services Inc. · CRD 421
William Upson1241673Royal Alliance Associates Inc. · CRD 23131
Leon H. Levinson1251194Lincoln Financial Securities Corporation · CRD 3870

Source: Form D, filed Mar 11, 2016. 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 Charlotte Student Housing Exchange, L.L.C. Executive
N/A Charlotte Student Housing, L.L.C. Executive
N/A Inland Private Capital Corporation Executive
N/A Orlando Student Housing Exchange, L.L.C. Executive
N/A Orlando Student Housing, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523