Form D · Other Real Estate

College Station Retail DST

Oak Brook, IL · CIK 0001547502

Offering snapshot reported Aug 23, 2012 · SEC filing

Reported sold
$11.6M
Offering amount: $11.6M
Investors reported
82
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 11, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.8M$11.6MApr 19, 2012: $1,335,000.00Apr 19, 2012May 9, 2012: $3,650,844.00May 25, 2012: $3,965,121.00Jun 8, 2012: $5,191,309.00Jun 27, 2012: $7,617,349.00Jul 24, 2012: $10,911,705.00Aug 23, 2012: $11,605,425.00Aug 23, 2012

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$10,911,705 → $11,605,425
  • Reported investors75 → 82

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 23, 2012Amendment$11,605,425$693,720vs Jul 24, 201282SEC filing
Jul 24, 2012Amendment$10,911,705$3,294,356vs Jun 27, 201275SEC filing
Jun 27, 2012Amendment$7,617,349$2,426,040vs Jun 8, 201254SEC filing
Jun 8, 2012Amendment$5,191,309$1,226,188vs May 25, 201234SEC filing
May 25, 2012Amendment$3,965,121$314,277vs May 9, 201228SEC filing
May 9, 2012Amendment$3,650,844$2,315,844vs Apr 19, 201222SEC filing
Apr 19, 2012Initial$1,335,000No comparison8SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$812K (estimated)
Finders' fees
$0
Form D file number
021-176975
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

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Robert J. Luna3165706Crown Capital Securities, L.P. · CRD 6312
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
James K. Johnston1689783Arete Wealth Management, LLC · CRD 44856
Jonathan D. Keller4344114Sigma Financial Corporation · CRD 14303
Clovis M. Morrison1730240Centaurus Financial, Inc. · CRD 30833
Jeremy R. Armagost5401158VSR Financial Services, Inc. · CRD 14503
Kyle M. Imholte54489501st Global Capital Corp. · CRD 30349
Vic M. Mullet4656976Centaurus Financial, Inc. · CRD 30833
Bruce S. Birke1671284Crown Capital Securities, L.P. · CRD 6312
Christopher C. Fess1335361KCD Financial, Inc. · CRD 127473
Thomas D. Sanders1280319Cambridge Investment Research, Inc. · CRD 39543
Jerald D. Peabody3009776Investment Planners, Inc. · CRD 18557
Michael W. Newton2185103Investment Planners, Inc. · CRD 18557
Scott V. Kaup1002907VSR Financial Services, Inc. · CRD 14503
Samuel C. Bridgers, III1243406VSR Financial Services, Inc. · CRD 14503
Gary G. Benson1182211NPB Financial Group, LLC · CRD 137743
Brent S. Pine1618007Geneos Wealth Management, Inc. · CRD 120894
Nathan L. Rewerts2913269Investment Planners, Inc. · CRD 18557
Timothy J. Sherer833618J.P. Turner & Company, L.L.C. · CRD 43177
Robert W. Drier1968823Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Robert A. Horning2311640Centaurus Financial, Inc. · CRD 30833
Dwight K. Kay5376903Independent Financial Group, LLC · CRD 7717
Donovan T. Kelly2622366Independent Financial Group, LLC · CRD 7717
Dennis I. Weiss462338American Investors Company · CRD 38
Jeremy A. Kisner2052115Crown Capital Securities, L.P. · CRD 6312
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Gary L. Ackerman4668422Centaurus Financial, Inc. · CRD 30833
Charles C. Shafe1277113Transam Securities, Inc. · CRD 18923
Alan L. Shorr1040305Independent Financial Group, LLC · CRD 7717
Steven D. Meahan1234042Sandlapper Securities, LLC · CRD 137906
Gary L. Chapman5244594Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Thomas J. Minnella, Jr.1412546Transamerica Financial Advisors, Inc. · CRD 16164
Robert C. Meyer5262157Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Daniel P. Raupp4079107J.P. Turner & Company, L.L.C. · CRD 43177
Gary E. Conley52159American Investors Company · CRD 38
Brian D. Vosberg4476509Centaurus Financial, Inc. · CRD 30833
John K. Lee2948622Independent Financial Group, LLC · CRD 7717
Stephen K. Davis1015132American Portfolios Financial Services, Inc. · CRD 18487
David C. Cracroft2058504Hornor, Townsend & Kent, Inc. · CRD 4031
Jeffrey S. Anderson28969081st Global Capital Corp. · CRD 30349
John T. Christy4573758Royal Alliance Associates, Inc. · CRD 23131

Source: Form D, filed Aug 23, 2012. 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
Retail, L.L.C. College Station Promoter
Retail Exchange, L.L.C. College Station 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