Form D · Other Real Estate

DC MSA Retail DST

Oak Brook, IL · CIK 0001569535

Offering snapshot reported Jan 27, 2014 · SEC filing

Reported sold
$8.67M
Offering amount: $8.67M
Investors reported
39
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jan 31, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.33M$8.67MFeb 12, 2013: $112,717.00Feb 12, 2013Feb 28, 2013: $2,012,027.00Mar 27, 2013: $2,873,264.00Apr 24, 2013: $3,676,535.00May 13, 2013: $7,107,374.00May 21, 2013: $7,457,374.00Jun 4, 2013: $7,707,374.00Jun 19, 2013: $7,989,374.00Jan 27, 2014: $8,665,509.00Jan 27, 2014

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$7,989,374 → $8,665,509
  • Reported investors36 → 39

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 27, 2014Amendment$8,665,509$676,135vs Jun 19, 201339SEC filing
Jun 19, 2013Amendment$7,989,374$282,000vs Jun 4, 201336SEC filing
Jun 4, 2013Amendment$7,707,374$250,000vs May 21, 201334SEC filing
May 21, 2013Amendment$7,457,374$350,000vs May 13, 201332SEC filing
May 13, 2013Amendment$7,107,374$3,430,839vs Apr 24, 201330SEC filing
Apr 24, 2013Amendment$3,676,535$803,271vs Mar 27, 201323SEC filing
Mar 27, 2013Amendment$2,873,264$861,237vs Feb 28, 201314SEC filing
Feb 28, 2013Amendment$2,012,027$1,899,310vs Feb 12, 20139SEC filing
Feb 12, 2013Initial$112,717No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$520K (estimated)
Finders' fees
$0
Form D file number
021-191730
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
John G. Chess4812430Investacorp, Inc. · CRD 7684
Tomas J. Velken1600404Sigma Financial Corporation · CRD 14303
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Karen Y. Holmes29352011st Global Capital Corp. · CRD 30349
Danny R. Hughes44193651st Global Capital Corp. · CRD 30349
Kevin M. Sweeney42812561st Global Capital Corp. · CRD 30349
Kerry W. Peoples4012614Concorde Investment Services, LLC · CRD 151604
Mark A. Cline3206962Great Nation Investment Corporation · CRD 19981
Michael D. Shinault40986261st Global Capital Corp. · CRD 30349
Bruce S. Hesse26386721st Global Capital Corp. · CRD 30349
Tracy R. Turner1385745Colorado Financial Service Corporation · CRD 104343
Mark G. Kosanke2317906Concorde Investment Services, LLC · CRD 151604
Gregory A. Merritt1489718Concorde Investment Services, LLC · CRD 151604
Dwight K. Kay5376903Concorde Investment Services, LLC · CRD 151604
Michael Stieglitz46237881st Global Capital Corp. · CRD 30349
Francis J. Jones, Jr.44915111st Global Capital Corp. · CRD 30349
David B. Levinson705929Newport Coast Securities, Inc. · CRD 16944
Peter W. Adams42933801st Global Capital Corp. · CRD 30349
Kyle M. Imholte54489501st Global Capital Corp. · CRD 30349
Eric W. Kuchel4118500Crown Capital Securities, L.P. · CRD 6312
Donald D. Duncan2180060
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
William S. Sheehan2328614DFPG Investments, Inc. · CRD 155576
Michael F. Davis1249213IFS Securities · CRD 40375
Scott M. Lehigh4420892Crown Capital Securities, L.P. · CRD 6312
Paul W. Newton2196433Centaurus Financial, Inc. · CRD 30833
Andrew L. Carroll5171314Money Concepts Capital Corp · CRD 12963
John A. Doane4083486Detwiler Fenton & Co. · CRD 1794
Leonard R. Bettencourt40258971st Global Capital Corp. · CRD 30349

Source: Form D, filed Jan 27, 2014. 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
Retail, L.L.C. Dc Msa Promoter
Retail Exchange, L.L.C. Dc Msa Promoter
Capital Corporation Inland Private Promoter
Keith Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523