Form D · Other Real Estate

Convenience Net Lease Portfolio DST

Oak Brook, IL · CIK 0001594316

Offering snapshot reported May 19, 2014 · SEC filing

Reported sold
$14.2M
Offering amount: $14.2M
Investors reported
54
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 10, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.11M$14.2MDec 24, 2013: $4,166,891.00Dec 24, 2013Jan 9, 2014: $6,452,579.00Jan 21, 2014: $9,512,179.00Jan 21, 2014Feb 5, 2014: $10,943,928.00Feb 20, 2014: $12,331,157.00Feb 20, 2014May 19, 2014: $14,225,243.00May 19, 2014

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$12,331,157 → $14,225,243
  • Reported investors43 → 54

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 19, 2014Amendment$14,225,243$1,894,086vs Feb 20, 201454SEC filing
Feb 20, 2014Amendment$12,331,157$1,387,229vs Feb 5, 201443SEC filing
Feb 5, 2014Amendment$10,943,928$1,431,749vs Jan 21, 201439SEC filing
Jan 21, 2014Amendment$9,512,179$3,059,600vs Jan 9, 201430SEC filing
Jan 9, 2014Amendment$6,452,579$2,285,688vs Dec 24, 201322SEC filing
Dec 24, 2013Initial$4,166,891No comparison12SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$854K (estimated)
Finders' fees
$0
Form D file number
021-208709
Beneficial interests in Delaware Statutory Trust reflecting beneficial interest 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
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Ramsey K. Reich1491924Proequities, Inc. · CRD 15708
Scott D. Offerman4619093Concorde Investment Services, LLC · CRD 151604
Ann H. Stewart2388888Money Concepts Capital Corp. · CRD 12963
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Eric A. Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Nathaniel M. Kuhn4624143Concorde Investment Services, LLC · CRD 151604
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
Robert L. Hackenberg, Jr.1064715Leigh Baldwin & Co., LLC · CRD 38751
Dwight K. Kay5376903Concorde Investment Services, LLC · CRD 151604
Jennifer K. Arnold49736721st Global Capital Corp. · CRD 30349
Judy H. Scheibel5988074Investacorp, Inc. · CRD 7684
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Robert L. Ford1975092WFG Investments, Inc. · CRD 22704
Bruce S. Birke1671284Accelerated Capital Group · CRD 41270
John G. Chess4812430Investacorp, Inc. · CRD 7684
Kathleen C. Bennett46667551st Global Capital Corp. · CRD 30349
Francis J. Jones, Jr.44915111st Global Capital Corp. · CRD 30349
Dennis J. Loo1099890LPL Financial LLC · CRD 6413
Dexter Loo4771137LPL Financial LLC · CRD 6413
Stephen L. Swarbrick2444058Questar Capital Corporation · CRD 43100
Hagop (Jacob) S. Tujian4605467Independent Financial Group, LLC · CRD 7717
Martin J. Mulligan2491539FSC Securities Corporation · CRD 7461
Sung P. Lee4856630FSC Securities Corporation · CRD 7461
Jeremy J. Vernor3078314Sagepoint Financial, Inc. · CRD 133763
Rocco A. Cortese4681807Concorde Investment Services, LLC · CRD 151604
Christina S. Nielson4866971Primex · CRD 29394
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
William Lapiana4580411Newbridge Securities Corporation · CRD 104065
John W. Goff1919761Investacorp, Inc. · CRD 7684
Terry A. Vrieze455952Investacorp, Inc. · CRD 7684
Ryan M. Carrus5186397LPL Financial LLC · CRD 6413
Anthonay M. Calabrese4395416LPL Financial LLC · CRD 6413
David S. Waters734939LPL Financial LLC · CRD 6413
Andrew A. Arno2834759LPL Financial LLC · CRD 6413
Scott E. Teter1712630LPL Financial LLC · CRD 6413
Christopher J. Passero2517681Money Concepts Capital Corp. · CRD 12963
James K. Johnston1689783Arete Wealth Management, LLC · CRD 44856
Gary T. Hughes1700976Concorde Investment Services, LLC · CRD 151604
Andrew Chung4157699Money Concepts Capital Corp. · CRD 12963
Sterling D. Neblett4972455Lara, May & Associates, LLC · CRD 145589
Roger T. Tadsen1053510Northland Securities, Inc. · CRD 40258
Karine R. Beard1021375WFG Investments, Inc. · CRD 22704
Robert W. Bruner2260319Questar Capital Corporation · CRD 43100
Carmen D. Marrone, Jr.1898874National Securities Corporation · CRD 7569
Wendy A. Payne5083969Lara, May & Associates, LLC · CRD 145589

Source: Form D, filed May 19, 2014. 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. Convenience Net Lease Promoter
Portfolio Exchange, L.L.C. Convenience Net Lease Promoter
Capital Corporation Inland Private Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523