Form D · Other Real Estate

CX Owings Mills Multifamily, DST

Tampa, FL · CIK 0001944732

Offering snapshot reported Jun 26, 2023 · SEC filing

Reported sold
$3.39M
Offering amount: $73.6M
Investors reported
9
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 18, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.69M$3.39MNov 2, 2022: $1,072,911.00Nov 2, 2022Dec 7, 2022: $1,397,911.00Dec 16, 2022: $1,603,838.00Dec 16, 2022Feb 10, 2023: $2,660,891.00Feb 10, 2023May 25, 2023: $3,128,274.00Jun 26, 2023: $3,385,042.00Jun 26, 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$3,128,274 → $3,385,042
  • Reported investors8 → 9

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 26, 2023Amendment$3,385,042$256,768vs May 25, 20239SEC filing
May 25, 2023Amendment$3,128,274$467,383vs Feb 10, 20238SEC filing
Feb 10, 2023Amendment$2,660,891$1,057,053vs Dec 16, 20225SEC filing
Dec 16, 2022Amendment$1,603,838$205,927vs Dec 7, 20223SEC filing
Dec 7, 2022Amendment$1,397,911$325,000vs Nov 2, 20222SEC filing
Nov 2, 2022Initial$1,072,911No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6.81M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-463681
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
The Strategic Financial Alliance, Inc.126514
American Trust Investment Services, Inc.3001
Aurora Securities46147
FNEX Capital, LLC166316
DFPG Investments, LLC155576

Source: Form D, filed Jun 26, 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 Owings Mills Multifamily Depositor, Llc Executive
N/A Cx Owings Mills Multifamily Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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