Form D · Other Real Estate

Chicagoland Medical Portfolio II DST

Oak Brook, IL · CIK 0001642137

Offering snapshot reported Jul 24, 2015 · SEC filing

Reported sold
$19.7M
Offering amount: $19.7M
Investors reported
52
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 21, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.86M$19.7MJun 2, 2015: $10,192,286.00Jun 2, 2015Jun 11, 2015: $15,488,562.00Jun 11, 2015Jun 23, 2015: $17,237,531.00Jun 23, 2015Jul 24, 2015: $19,716,700.00Jul 24, 2015

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$17,237,531 → $19,716,700
  • Reported investors42 → 52

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 24, 2015Amendment$19,716,700$2,479,169vs Jun 23, 201552SEC filing
Jun 23, 2015Amendment$17,237,531$1,748,969vs Jun 11, 201542SEC filing
Jun 11, 2015Amendment$15,488,562$5,296,276vs Jun 2, 201535SEC filing
Jun 2, 2015Initial$10,192,286No comparison27SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$986K (estimated)
Finders' fees
$0
Form D file number
021-240955
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Nathaniel M. Kuhn4624143Concorde Investment Services, LLC · CRD 151604
William S. Sheehan2328614DFPG Investments, Inc. · CRD 155576
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Robert J. Luna3165706Crown Capital Securities, L.P. · CRD 6312
Shawn Williamson2829022The Strategic Financial Alliance, Inc. · CRD 126514
Cathie M. Callahan Ditri1000657Western International Securities, Inc. · CRD 39262
Tony R. Price2695786Royal Alliance Securities, Inc. · CRD 23131
Jae E. Waters3277409Royal Alliance Securities, Inc. · CRD 23131
Eric A. Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Joseph A. Nugent4019776Concorde Investment Services, LLC · CRD 151604
John E. Bishop866202Silver Portal Capital LLC · CRD 114290
Darryl J. Wolff, Sr.2824029FSC Securities Corporation · CRD 7461
Christina S. Nielson4866971Primex · CRD 29394
Dwight K. Kay5376903Concorde Investment Services, LLC · CRD 151604
Gary E. Conley52159American Investors Company · CRD 38
Jared S. Horner3116441Commonwealth Financial Network · CRD 8032
Breck M. Fullmer3236135Commonwealth Financial Network · CRD 8032
Jeremy A. Kisner2052115Crown Capital Securities, L.P. · CRD 6312
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Daniel L. Whittenburg2181920Lincoln Financial Advisors Corporation · CRD 3978
Preston P. Mokris5179201Concorde Investment Services, LLC · CRD 151604
Chay T. Lapin6275140Concorde Investment Services, LLC · CRD 151604
Ann H. Stewart2388888Cambridge Investment Research, Inc. · CRD 39543
Vincent L. Collaso1865838Royal Alliance Associates, Inc. · CRD 23131
Noah D. Estrin2660170Royal Alliance Associates, Inc. · CRD 23131
David B. Levinson705929Newport Coast Securities, Inc. · CRD 16944
Donald E. Garcia1782485Lincoln Financial Advisors Corporation · CRD 3978
James D. Warring3198200Triad Advisors, Inc. · CRD 25803
Mitchell E. Glicksman2580633Commonwealth Financial Network · CRD 8032

Source: Form D, filed Jul 24, 2015. 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
Portfolio Ii, L.L.C. Chicagoland Medical Promoter
Ii Exchange, L.L.C. Chicagoland Medical Portfolio Promoter
Capital Corporation Inland Private Promoter
Keith Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523