Form D · Other Real Estate

CX Foundry Yards, DST

Tampa, FL · CIK 0001915941

Offering snapshot reported Jul 27, 2022 · SEC filing

Reported sold
$51.6M
Offering amount: $51.6M
Investors reported
122
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Mar 17, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$25.8M$51.6MApr 1, 2022: $515,464.00Apr 1, 2022Apr 8, 2022: $18,267,058.00Apr 18, 2022: $20,231,334.00Apr 26, 2022: $26,943,323.00May 2, 2022: $31,949,130.00May 9, 2022: $35,454,592.00May 23, 2022: $40,421,631.00Jun 1, 2022: $45,126,135.00Jun 10, 2022: $47,560,000.00Jul 12, 2022: $50,400,099.00Jul 27, 2022: $51,612,392.00Jul 27, 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$50,400,099 → $51,612,392
  • Reported investors119 → 122

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 27, 2022Amendment$51,612,392$1,212,293vs Jul 12, 2022122SEC filing
Jul 12, 2022Amendment$50,400,099$2,840,099vs Jun 10, 2022119SEC filing
Jun 10, 2022Amendment$47,560,000$2,433,865vs Jun 1, 2022105SEC filing
Jun 1, 2022Amendment$45,126,135$4,704,504vs May 23, 202298SEC filing
May 23, 2022Amendment$40,421,631$4,967,039vs May 9, 202285SEC filing
May 9, 2022Amendment$35,454,592$3,505,462vs May 2, 202272SEC filing
May 2, 2022Amendment$31,949,130$5,005,807vs Apr 26, 202267SEC filing
Apr 26, 2022Amendment$26,943,323$6,711,989vs Apr 18, 202260SEC filing
Apr 18, 2022Amendment$20,231,334$1,964,276vs Apr 8, 202240SEC filing
Apr 8, 2022Amendment$18,267,058$17,751,594vs Apr 1, 202231SEC filing
Apr 1, 2022Initial$515,464No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$4.77M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-440077
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
American Trust Investment Services, Inc.3001
Concorde Investment Services, LLC151604
Great Point Capital LLC114203
Stax Capital300607
DAI Securities, LLC36673
Emerson Equity LLC130032
Independent Financial Group, LLC7717
DFPG Investments, LLC155576
Thornhill Securities, Inc.22333
Somerset Securities, Inc.2493
Westpark Capital, Inc.39914
McDermott Investment Services, LLC154926
Berthel, Fisher & Company Financial Services, Inc.13609
FNEX Capital, LLC166316
ClearFP Securities LLC312370
Purshe Kaplan Sterling Investments35747
Titan Securities131392
Infinity Financial Services144302

Source: Form D, filed Jul 27, 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 Foundry Yards Depositor, Llc Executive
N/A Cx Foundry Yards Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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