Form D · Other Real Estate

Discount Retail Portfolio III DST

Oak Brook, IL · CIK 0001538566

Offering snapshot reported May 30, 2012 · SEC filing

Reported sold
$6.18M
Offering amount: $6.18M
Investors reported
31
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jan 9, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.09M$6.18MJan 20, 2012: $571,967.00Jan 20, 2012Feb 7, 2012: $970,967.00Feb 22, 2012: $3,058,401.00Mar 7, 2012: $4,068,674.00Mar 23, 2012: $5,663,454.00Apr 10, 2012: $5,888,454.00May 30, 2012: $6,181,096.00May 30, 2012

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$5,888,454 → $6,181,096
  • Reported investors30 → 31

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 30, 2012Amendment$6,181,096$292,642vs Apr 10, 201231SEC filing
Apr 10, 2012Amendment$5,888,454$225,000vs Mar 23, 201230SEC filing
Mar 23, 2012Amendment$5,663,454$1,594,780vs Mar 7, 201227SEC filing
Mar 7, 2012Amendment$4,068,674$1,010,273vs Feb 22, 201222SEC filing
Feb 22, 2012Amendment$3,058,401$2,087,434vs Feb 7, 201212SEC filing
Feb 7, 2012Amendment$970,967$399,000vs Jan 20, 20123SEC filing
Jan 20, 2012Initial$571,967No comparison1SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$433K (estimated)
Finders' fees
$0
Form D file number
021-172199
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
David L. Pimper1257514Calton & Associates, Inc. · CRD 20999
Jason Vanclef5096529VFG Securities, Inc. · CRD 15121
David B. Levinson705929Newport Coast Securities, Inc. · CRD 16944
James D. Warring3198200Triad Advisors, Inc. · CRD 25803
Adam C. Ludwig4923562Investment Planners, Inc. · CRD 18557
Gary L. Ackerman4668422Centaurus Financial, Inc. · CRD 30833
Mark G. Kosanke2317906Concorde Investment Services, LLC · CRD 151604
Gregory A. Merritt1489718Concorde Investment Services, LLC · CRD 151604
Gary L. Chapman5244594Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Douglas L. Hall16799981st Global Capital Corp. · CRD 30349
Richard H. Hammond2753264EDI Financial, Inc. · CRD 15699
Amanda L. Robinson3198615Infinex Investments, Inc. · CRD 35371
Gary E. Conley52159American Investors Company · CRD 38
Gregory L. Bernhardt703622Sammons Securities Company, LLC · CRD 115368
Anna M. Fagan4529067Infinex Investments, Inc. · CRD 35371
Jason C. Hohenstein2673397Sagepoint Financial, Inc. · CRD 133763
Joseph R. Weinbauer2714070Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Daren L. Pladson4342237Securities America, Inc. · CRD 10205
Jill J. Klose3099465Securities America, Inc. · CRD 10205
Shane P. Snively4326919Crown Capital Securities, L.P. · CRD 6312
Jonathan D. Keller4344114Sigma Financial Corporation · CRD 14303
Jeremy A. Kisner2052115Crown Capital Securities, L.P. · CRD 6312
Curtis L. Whipple1657643Investacorp, Inc. · CRD 7684
Vincent Serratore2656617Investors Capital Corp. · CRD 30613
Stephen T. Strickland1780073Sagepoint Financial, Inc. · CRD 133763
Leslie M. Pappas1735372Sandlapper Securities, LLC · CRD 137906
Scott V. Kaup1002907VSR Financial Services, Inc. · CRD 14503
Alvery A. Bartlett, Jr.13975Berthel, Fisher & Company Financial Services, Inc. · CRD 13609

Source: Form D, filed May 30, 2012. 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
Portfolio Iii, L.L.C. Discount Retail Promoter
Exchange, L.L.C. Discount Retail Portfolio Iii Promoter
Capital Corporation Inland Private Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523