Form D · Other Real Estate

CX Cypress McKinney Falls, DST

Tampa, FL · CIK 0001924518

Offering snapshot reported Sep 6, 2022 · SEC filing

Reported sold
$46.3M
Offering amount: $46.3M
Investors reported
115
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 28, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$23.2M$46.3MMay 10, 2022: $13,800,516.00May 10, 2022May 23, 2022: $26,791,282.00Jun 1, 2022: $30,369,166.00Jun 10, 2022: $36,111,169.00Jun 24, 2022: $40,869,027.00Jul 12, 2022: $42,673,386.00Jul 25, 2022: $44,397,380.00Sep 6, 2022: $46,321,308.00Sep 6, 2022

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$44,397,380 → $46,321,308
  • Reported investors105 → 115

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 6, 2022Amendment$46,321,308$1,923,928vs Jul 25, 2022115SEC filing
Jul 25, 2022Amendment$44,397,380$1,723,994vs Jul 12, 2022105SEC filing
Jul 12, 2022Amendment$42,673,386$1,804,359vs Jun 24, 202298SEC filing
Jun 24, 2022Amendment$40,869,027$4,757,858vs Jun 10, 202287SEC filing
Jun 10, 2022Amendment$36,111,169$5,742,003vs Jun 1, 202280SEC filing
Jun 1, 2022Amendment$30,369,166$3,577,884vs May 23, 202262SEC filing
May 23, 2022Amendment$26,791,282$12,990,766vs May 10, 202252SEC filing
May 10, 2022Initial$13,800,516No comparison27SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$4.28M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-445132
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
Capulent LLC155155
DAI Securities, LLC36673
DFPG Investments, LLC155576
Emerson Equity LLC130032
Lightpath Capital, Inc.34617
Metropolitan Capital Investment Banc, Inc.148820
Patrick Capital Markets, LLC16518
TCFG Wealth Management, LLC164153
Select Capital Corporation145997
Thornhill Securities, Inc.22333
Wealthforge Securities, LLC152550
Aurora Securities46147
McDermott Investment Services, LLC154926
Concorde Investment Services, LLC151604
Independent Financial Group, LLC7717
Berthel, Fisher & Company Financial Services, Inc.13609
FNEX Capital, LLC166316
Stax Capital300607

Source: Form D, filed Sep 6, 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
John E. Carter Executive
N/A Carter Exchange Fund Management Company, Llc Executive
N/A Cx Cypress Mc Kinney Falls Depositor, Llc Executive
N/A Cx Cypress Mc Kinney Falls Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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