Form D · Other Real Estate

Chicagoland Supermarket Portfolio DST

Oak Brook, IL · CIK 0001730498

Offering snapshot reported Apr 20, 2018 · SEC filing

Reported sold
$30.2M
Offering amount: $39.8M
Investors reported
40
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Feb 6, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.1M$30.2MFeb 21, 2018: $17,551,886.00Feb 21, 2018Mar 22, 2018: $20,225,633.00Mar 22, 2018Apr 5, 2018: $23,458,966.00Apr 5, 2018Apr 20, 2018: $30,169,261.00Apr 20, 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.

  • Reported sold$23,458,966 → $30,169,261
  • Reported investors28 → 40

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 20, 2018Amendment$30,169,261$6,710,295vs Apr 5, 201840SEC filing
Apr 5, 2018Amendment$23,458,966$3,233,333vs Mar 22, 201828SEC filing
Mar 22, 2018Amendment$20,225,633$2,673,747vs Feb 21, 201825SEC filing
Feb 21, 2018Initial$17,551,886No comparison14SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.99M (estimated)
Finders' fees
$0
Form D file number
021-306116
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Chay T. Lapin6275140Welathforge Secutities, LLC · CRD 152550
Daniel P. Raupp4079107Concorde Investment Services, LLC · CRD 151604
Christina S. Nielson4866971Primex · CRD 29394
Austin R. Dutton Jr.2739167Sandlapper Securites, LLC · CRD 137906
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
Michael G. Culwell5989109Emerson Equity LLC · CRD 130032
Roy V. Pfleger II5896655Concorde Investment Services, LLC · CRD 151604
John P. Harvey Jr.4227692Sandlapper Securites, LLC · CRD 137906
Stuart T. Valentine1646981Vanderbilt Securities, LLC · CRD 5953
Timothy J. Sherer833618Sandlapper Securities, LLC · CRD 137906
Ryan J. Sherer5952617Sandlapper Securities, LLC · CRD 137906
David P. Dahill6581024Wealthforge Securities, LLC · CRD 152550
Williams K. Butcher2098675International Assets Advisory, LLC · CRD 10645
Alexander R. Creede6392369International Assets Advisory, LLC · CRD 10645
Alan N. Lichtenstein1877017Concorder Investment Services, LLC · CRD 151604
Michael G. Steinthal435071Primex · CRD 29394
Scott D. Offerman4619093Sandlapper Securities, LLC · CRD 137906
Elias S. Ranch4169179Vanderbilt Securities, LLC · CRD 5953
Curtis J. Sathre III2459115JRL Capital Corporation · CRD 10225
Jon P. Cirelli4729737Concorde Investment Services, LLC · CRD 151604
Barry W. Lemay306332Concorde Investment Services, LLC · CRD 151604
Justin C. Lowry5935993Crown Capital Securities, L.P. · CRD 6312

Source: Form D, filed Apr 20, 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
Portfolio, L.L.C. Chicagoland Supermarket 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