Form D · Other Real Estate

CX Courts of Avalon, DST

Tampa, FL · CIK 0001947123

Offering snapshot reported Aug 31, 2023 · SEC filing

Reported sold
$42.8M
Offering amount: $48.8M
Investors reported
123
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 24, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$21.4M$42.8MNov 8, 2022: $1,204,407.00Nov 8, 2022Nov 18, 2022: $2,253,117.00Nov 30, 2022: $2,871,961.00Dec 22, 2022: $4,491,828.00Jan 6, 2023: $7,384,065.00Jan 19, 2023: $9,536,587.00Jan 25, 2023: $12,030,815.00Mar 6, 2023: $16,109,961.00Mar 29, 2023: $16,265,961.00May 8, 2023: $18,894,991.00May 17, 2023: $25,191,307.00Jun 6, 2023: $27,526,602.00Jun 23, 2023: $34,967,557.00Aug 31, 2023: $42,832,225.00Aug 31, 2023

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$34,967,557 → $42,832,225
  • Reported investors100 → 123

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 31, 2023Amendment$42,832,225$7,864,668vs Jun 23, 2023123SEC filing
Jun 23, 2023Amendment$34,967,557$7,440,955vs Jun 6, 2023100SEC filing
Jun 6, 2023Amendment$27,526,602$2,335,295vs May 17, 202386SEC filing
May 17, 2023Amendment$25,191,307$6,296,316vs May 8, 202377SEC filing
May 8, 2023Amendment$18,894,991$2,629,030vs Mar 29, 202359SEC filing
Mar 29, 2023Amendment$16,265,961$156,000vs Mar 6, 202348SEC filing
Mar 6, 2023Amendment$16,109,961$4,079,146vs Jan 25, 202347SEC filing
Jan 25, 2023Amendment$12,030,815$2,494,228vs Jan 19, 202334SEC filing
Jan 19, 2023Amendment$9,536,587$2,152,522vs Jan 6, 202330SEC filing
Jan 6, 2023Amendment$7,384,065$2,892,237vs Dec 22, 202226SEC filing
Dec 22, 2022Amendment$4,491,828$1,619,867vs Nov 30, 202217SEC filing
Nov 30, 2022Amendment$2,871,961$618,844vs Nov 18, 202211SEC filing
Nov 18, 2022Amendment$2,253,117$1,048,710vs Nov 8, 20227SEC filing
Nov 8, 2022Initial$1,204,407No comparison4SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$4.52M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-464189
Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Aurora Securities46147
Great Point Capital LLC114203
Concorde Investment Services, LLC151604
American Trust Investment Services, Inc.3001
DFPG INVESTMENTS, LLC155576
WEALTHFORGE SECURITIES, LLC152550
CROWN CAPITAL SECURITIES, L.P.6312
FNEX Capital, LLC166316
Cabin Securities, Inc.137608
Huntwicke Securities, LLC146993
Emerson Equity LLC130032
Stax Capital300607
Lightpath Capital, Inc.34617
Cape Securities Inc.7072

Source: Form D, filed Aug 31, 2023. 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
John E. Carter Executive
N/A Carter Exchange Fund Management Company, Llc Executive
N/A Cx Courts Of Avalon Depositor, Llc Executive
N/A Cx Courts Of Avalon Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
4890 West Kennedy Boulevard Suite 200
Tampa, FL, 33609