Form D · REITS and Finance

CNLI OTEAZ REIT LLC

New York, NY · CIK 0001949996

Offering snapshot reported Nov 28, 2022 · SEC filing

Reported sold
$1.75M
Offering amount: $1.75M
Investors reported
125
Form D · investor count
Minimum accepted
$14K
Reported outside-investor minimum
First sale
Nov 12, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 28, 2022Initial$1,750,000No comparison125SEC filing
Nov 28, 2022Initial$1,750,000No comparison125SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$156K
Finders' fees
$0
Form D file number
Not reported
$1,000 per share for 125 shares per issuer for 14 issuers. Form D under primary CIK 0001949996 includes 3 issuers, and Form D under primary CIK 0001950044 includes 11 issuers.
$11,155 per issuer for 14 issuers. Form D under primary CIK 0001949996 includes 3 issuers, and Form D under primary CIK 0001950044 includes 11 issuers.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Gary Cutson6119195A5 Securities LLC · CRD 288410

Source: Form D, filed Nov 28, 2022. 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
Roger Cozzi Executive
David Lobe Executive
Kristen Newville Executive
Matthew Settle Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
One Vanderbilt Ave, Suite 3400
New York, NY, 10017