Form D · Other Real Estate
CX Reagan Crossing, DST
Tampa, FL · CIK 0001803518
Offering snapshot reported Dec 15, 2020 · SEC filing
- Reported sold
- $20M Offering amount: $20M
- Investors reported
- 69 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Apr 1, 2020 As reported in this filing
Fundraising history
Reported soldDates 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$19,828,044 → $19,964,044
- Reported investors68 → 69
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 15, 2020 | Amendment | $19,964,044 | $136,000vs Nov 4, 2020 | 69 | SEC filing |
| Nov 4, 2020 | Amendment | $19,828,044 | $322,407vs Oct 20, 2020 | 68 | SEC filing |
| Oct 20, 2020 | Amendment | $19,505,637 | $311,099vs Oct 7, 2020 | 66 | SEC filing |
| Oct 7, 2020 | Amendment | $19,194,538 | $1,586,457vs Sep 25, 2020 | 64 | SEC filing |
| Sep 25, 2020 | Amendment | $17,608,081 | $564,990vs Sep 9, 2020 | 58 | SEC filing |
| Sep 9, 2020 | Amendment | $17,043,091 | $1,126,728vs Aug 26, 2020 | 54 | SEC filing |
| Aug 26, 2020 | Amendment | $15,916,363 | $3,067,105vs Aug 7, 2020 | 48 | SEC filing |
| Aug 7, 2020 | Amendment | $12,849,258 | $2,144,867vs Jul 31, 2020 | 37 | SEC filing |
| Jul 31, 2020 | Amendment | $10,704,391 | $937,713vs Jul 24, 2020 | 29 | SEC filing |
| Jul 24, 2020 | Amendment | $9,766,678 | $3,576,821vs Jul 16, 2020 | 25 | SEC filing |
| Jul 16, 2020 | Amendment | $6,189,857 | $301,499vs Jul 2, 2020 | 19 | SEC filing |
| Jul 2, 2020 | Amendment | $5,888,358 | $295,074vs Jun 17, 2020 | 16 | SEC filing |
| Jun 17, 2020 | Amendment | $5,593,284 | $1,912,877vs May 15, 2020 | 15 | SEC filing |
| May 15, 2020 | Amendment | $3,680,407 | $459,001vs Apr 27, 2020 | 11 | SEC filing |
| Apr 27, 2020 | Amendment | $3,221,406 | $444,072vs Apr 16, 2020 | 9 | SEC filing |
| Apr 16, 2020 | Initial | $2,777,334 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.85M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-365153
Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Edward Fernandez | 2956661 | Capulent, LLC · CRD 155155 |
| Joseph Michaletz | 1327534 | DAI Securities, LLC · CRD 36673 |
| Mike O'Toole | 6336251 | DAI Securities, LLC · CRD 36673 |
| Christina Nielson | 4866971 | DAI Securities, LLC · CRD 36673 |
| Jack Michaletz | 5773608 | DAI Securities, LLC · CRD 36673 |
| David Dahill | 6581024 | Thornhill Securities, Inc. · CRD 22333 |
| J. Callaway Halliburton | 407116 | Kalos Capital, Inc. · CRD 44337 |
| Patrick Healey | 2816003 | Kalos Capital, Inc. · CRD 44337 |
| Rodger McAlister | 2676623 | Money Concepts Capital Corp. · CRD 12963 |
| James Patrick | 1288261 | Purshe Kaplan Sterling · CRD 35747 |
| Corbin Thomas | 4234748 | McDermott Investment Services, LLC · CRD 154926 |
| Brad Watt | 2565438 | Colorado Financial Services Corporation · CRD 104343 |
| Kyle Kadish | 4864706 | Advisory Group Equity Services Ltd. · CRD 15427 |
| Richard Goodwin | 2332035 | Titan Securities · CRD 131392 |
| James Parry | 1877092 | Arkadios Capital · CRD 282710 |
| Eric Holtz | 5821492 | Arkadios Capital · CRD 282710 |
| Chay Lapin | 6275140 | Growth Capital Services, Inc. · CRD 124658 |
| Emerson Equity, LLC | 130032 | |
| Betty Friant | 2122446 | Growth Capital Services, Inc. · CRD 152550 |
| Matthew McFarland | 6675310 | Growth Capital Services, Inc. · CRD 124658 |
| Ehud Gerston | 7066119 | Growth Capital Services, Inc. · CRD 124658 |
| Brad Brooks | 1584633 | Titan Securities · CRD 131392 |
| Concorde Investment Services, LLC | 151604 | |
| Jeffrey Lewis | 1744218 | Advisory Group Equity Services Ltd. · CRD 15427 |
| Kyle Kirwan | 5088691 | Kalos Capital, Inc. · CRD 44337 |
| Wealthforge Securities, LLC | 152550 |
Source: Form D, filed Dec 15, 2020. 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.
| Name | Reported role |
|---|---|
| John E. Carter | Executive |
| N/A Carter Exchange Fund Management Company, Llc | Executive |
| N/A Cx Reagan Crossing Depositor, Llc | Executive |
| N/A Cx Reagan Crossing Manager, Llc | Executive |
| Robert Dallas Whitaker, Jr. | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
4890 West Kennedy Boulevard Suite 200
Tampa, FL, 33609
Tampa, FL, 33609