Form D · Other Real Estate

CX Retreat at the Park, DST

Tampa, FL · CIK 0001811253

Offering snapshot reported Jan 22, 2021 · SEC filing

Reported sold
$18.7M
Offering amount: $18.7M
Investors reported
81
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 23, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.35M$18.7MJul 8, 2020: $190,809.00Jul 8, 2020Jul 21, 2020: $2,559,884.00Jul 31, 2020: $3,735,574.00Aug 7, 2020: $3,976,584.00Aug 26, 2020: $4,376,158.00Sep 4, 2020: $4,870,920.00Sep 16, 2020: $6,593,119.00Sep 25, 2020: $8,114,617.00Oct 2, 2020: $9,702,881.00Oct 9, 2020: $12,210,768.00Oct 16, 2020: $13,808,352.00Oct 30, 2020: $14,318,352.00Nov 6, 2020: $14,670,696.00Nov 19, 2020: $15,936,891.00Dec 1, 2020: $17,502,915.00Dec 8, 2020: $18,160,174.00Dec 30, 2020: $18,208,724.00Jan 15, 2021: $18,608,724.00Jan 22, 2021: $18,708,724.00Jan 22, 2021

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$18,608,724 → $18,708,724
  • Reported investors80 → 81

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 22, 2021Amendment$18,708,724$100,000vs Jan 15, 202181SEC filing
Jan 15, 2021Amendment$18,608,724$400,000vs Dec 30, 202080SEC filing
Dec 30, 2020Amendment$18,208,724$48,550vs Dec 8, 202079SEC filing
Dec 8, 2020Amendment$18,160,174$657,259vs Dec 1, 202078SEC filing
Dec 1, 2020Amendment$17,502,915$1,566,024vs Nov 19, 202074SEC filing
Nov 19, 2020Amendment$15,936,891$1,266,195vs Nov 6, 202069SEC filing
Nov 6, 2020Amendment$14,670,696$352,344vs Oct 30, 202063SEC filing
Oct 30, 2020Amendment$14,318,352$510,000vs Oct 16, 202061SEC filing
Oct 16, 2020Amendment$13,808,352$1,597,584vs Oct 9, 202059SEC filing
Oct 9, 2020Amendment$12,210,768$2,507,887vs Oct 2, 202051SEC filing
Oct 2, 2020Amendment$9,702,881$1,588,264vs Sep 25, 202039SEC filing
Sep 25, 2020Amendment$8,114,617$1,521,498vs Sep 16, 202032SEC filing
Sep 16, 2020Amendment$6,593,119$1,722,199vs Sep 4, 202027SEC filing
Sep 4, 2020Amendment$4,870,920$494,762vs Aug 26, 202020SEC filing
Aug 26, 2020Amendment$4,376,158$399,574vs Aug 7, 202015SEC filing
Aug 7, 2020Amendment$3,976,584$241,010vs Jul 31, 202014SEC filing
Jul 31, 2020Amendment$3,735,574$1,175,690vs Jul 21, 202012SEC filing
Jul 21, 2020Amendment$2,559,884$2,369,075vs Jul 8, 20205SEC filing
Jul 8, 2020Initial$190,809No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.73M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-370421
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 and Dealer Fees that may be paid to one or more Related Persons.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Stacey Morimoto4420782Stax Capital, LLC · CRD 300607
Jason Finley6602034Stax Capital, LLC · CRD 300607
Anthony Brown6900485Stax Capital, LLC · CRD 300607
Leslie Pappas1735372Lightpath Capital, Inc. · CRD 34617
Corbin Thomas4234748McDermott Investment Services, LLC · CRD 154926
Betty Friant2122446Growth Capital Services, Inc. · CRD 152550
Matthew McFarland6675310Growth Capital Services, Inc. · CRD 124658
Orrin Barrow6784158Wealthforge Securities, LLC · CRD 152550
David Dahill6581024Thornhill Securities, Inc. · CRD 22333
Gene Berman6994891Colorado Financial Services Corporation · CRD 104343
Jim Lund1713921Cabot Lodge Securities, LLC · CRD 159712
Timothy Sherer833618Emerson Equity, LLC · CRD 130032
Ryan Sherer5952617Emerson Equity, LLC · CRD 130032
Frank Piscitelli6935623Lightpath Capital, Inc. · CRD 34617
Kyle Kadish4864706Advisory Group Equity Services Ltd. · CRD 15427
Jason Salmon6081963Growth Capital Services, Inc. · CRD 124658
Alex Madden7089201Growth Capital Services, Inc. · CRD 124658
John Harvey4227692Wealthforge Securities, LLC · CRD 152550
Debra Schleining2768752McDermott Investment Services, LLC · CRD 154926
Joseph Michaletz1327534DAI Securities, LLC · CRD 36673
Mike O'Toole6336251DAI Securities, LLC · CRD 36673
Paul Getty6470002Lightpath Capital, Inc. · CRD 34617
Brad Brooks1584633Titan Securities · CRD 131392
Mark Wiacek2135299Cabot Lodge Securities LLC · CRD 159712
Brian Bradley7167899Stax Capital · CRD 300607
Concorde Investment Services, LLC151604
Howard Davis1782118D-Merc Services · CRD 292310
Edward Fernandez2956661Capulent, LLC · CRD 155155
Bradford Watt2565438Colorado Financial Service Corporation · CRD 104343
Clay Schmidt6920482Thornhill Securities, Inc. · CRD 22333
DFPG Investments, LLC155576

Source: Form D, filed Jan 22, 2021. 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 Retreat At The Park Depositor, Llc Executive
N/A Cx Retreat At The Park Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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