Form D · Other Real Estate

CW Pharmacy II DST

Oak Brook, IL · CIK 0001555550

Offering snapshot reported Jan 2, 2013 · SEC filing

Reported sold
$9.97M
Offering amount: $9.97M
Investors reported
36
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jul 26, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.98M$9.97MAug 9, 2012: $150,050.00Aug 9, 2012Sep 4, 2012: $686,353.00Sep 19, 2012: $3,418,156.00Oct 10, 2012: $5,405,574.00Oct 24, 2012: $6,352,159.00Nov 2, 2012: $7,487,159.00Nov 28, 2012: $8,836,676.00Jan 2, 2013: $9,965,666.00Jan 2, 2013

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$8,836,676 → $9,965,666
  • Reported investors32 → 36

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 2, 2013Amendment$9,965,666$1,128,990vs Nov 28, 201236SEC filing
Nov 28, 2012Amendment$8,836,676$1,349,517vs Nov 2, 201232SEC filing
Nov 2, 2012Amendment$7,487,159$1,135,000vs Oct 24, 201227SEC filing
Oct 24, 2012Amendment$6,352,159$946,585vs Oct 10, 201224SEC filing
Oct 10, 2012Amendment$5,405,574$1,987,418vs Sep 19, 201219SEC filing
Sep 19, 2012Amendment$3,418,156$2,731,803vs Sep 4, 201210SEC filing
Sep 4, 2012Amendment$686,353$536,303vs Aug 9, 20124SEC filing
Aug 9, 2012Initial$150,050No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$701K (estimated)
Finders' fees
$0
Form D file number
021-182441
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
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Peter Fisher1259923Investacorp, Inc. · CRD 7684
James T. Ortlip4174290Multi-Financial Securities Corporation · CRD 10299
Frederick P. Baerenz2388453Multi-Financial Securities Corporation · CRD 10299
Austyn D. Whittenburg5005314Lincoln Financial Advisors Corporation · CRD 3978
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Daniel L. Whittenburg2181920Lincoln Financial Advisors Corporation · CRD 3978
Troy Thomas4691720Centaurus Financial, Inc. · CRD 30833
Shirley Ju1612247McDermott Investment Services, LLC · CRD 154926
Glen E. Kauffman1364121Proequities, Inc. · CRD 15708
Richard S. Grund, Jr.2284738Commonwealth Financial Network · CRD 8032
Steven M. Young1502104Lincoln Financial Advisors Corporation · CRD 3978
Jonathan R. Creighton1495897Concorde Investment Services, LLC · CRD 151604
William S. Sheehan2328614DFPG Investments, Inc. · CRD 155576
Nathaniel M. Kuhn4624143Investacorp, Inc. · CRD 7684
Peter D. Maller2322403Lincoln Financial Advisors Corporation · CRD 3978
Michael A. Bendix5379777DFPG Investments, Inc. · CRD 155576
Kenneth M. Chong2972285Sigma Financial Corporation · CRD 14303
Phillip H. Lafler2844926Sandlapper Securities, LLC · CRD 137906
Keith A. Herman2322605Newport Coast Securities, Inc. · CRD 16944
Corbin S. Thomas4234748Centaurus Financial, Inc. · CRD 30833
Derek B. Ferriera1290274Lincoln Financial Advisors Corporation · CRD 3978
Daniel R. Mueller44642681st Global Capital Corp. · CRD 30349
Mark O. Coombe27336551st Global Capital Corp. · CRD 30349
Karl P. Willard1352911Investacorp, Inc. · CRD 7684
Samuel C. Bridgers, III1243406VSR Financial Services, Inc. · CRD 14503
Donald L. Hartmann1003231JRL Capital Corporation · CRD 10225
Patrick R. Conway1337831Investacorp, Inc. · CRD 7684

Source: Form D, filed Jan 2, 2013. 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
Ii, L.L.C. Cw Pharmacy Promoter
Ii Exchange, L.L.C. Cw Pharmacy 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