Form D · Other Real Estate

Downers Grove Retail DST

Oak Brook, IL · CIK 0001583111

Offering snapshot reported Feb 27, 2014 · SEC filing

Reported sold
$11.6M
Offering amount: $11.6M
Investors reported
52
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jul 30, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.8M$11.6MAug 1, 2013: $284,000.00Aug 1, 2013Aug 16, 2013: $1,590,900.00Aug 29, 2013: $4,419,304.00Sep 20, 2013: $5,650,811.00Oct 7, 2013: $7,113,437.00Nov 15, 2013: $10,417,995.00Nov 27, 2013: $10,492,995.00Jan 9, 2014: $11,024,448.00Feb 27, 2014: $11,604,054.00Feb 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$11,024,448 → $11,604,054
  • Reported investors46 → 52

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 27, 2014Amendment$11,604,054$579,606vs Jan 9, 201452SEC filing
Jan 9, 2014Amendment$11,024,448$531,453vs Nov 27, 201346SEC filing
Nov 27, 2013Amendment$10,492,995$75,000vs Nov 15, 201339SEC filing
Nov 15, 2013Amendment$10,417,995$3,304,558vs Oct 7, 201337SEC filing
Oct 7, 2013Amendment$7,113,437$1,462,626vs Sep 20, 201327SEC filing
Sep 20, 2013Amendment$5,650,811$4,059,911vs Aug 16, 201323SEC filing
Aug 29, 2013Amendment$4,419,304$2,828,404vs Aug 16, 201312SEC filing
Aug 16, 2013Amendment$1,590,900$1,306,900vs Aug 1, 20135SEC filing
Aug 1, 2013Initial$284,000No comparison1SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$696K (estimated)
Finders' fees
$0
Form D file number
021-200623
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
Richard J. Reynolds860220Northland Securities, Inc. · CRD 40258
Daniel J. Woog2926077Northland Securities, Inc. · CRD 40258
James R. Reynolds4408485Northland Securities, Inc. · CRD 40258
Christina S. Nielson4866971Primex · CRD 29394
Robert L. Boggess5007422Sandlapper Securities, LLC · CRD 137906
Susan J. Gitt5580509EDI Financial, Inc. · CRD 15699
Rena B. Morris4867589Sandlapper Securities, LLC · CRD 137906
Joseph A. Nugent4019776Concorde Investment Services, LLC · CRD 151604
Warren J. Thomas2299254Sandlapper Securities, LLC · CRD 137906
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
Joshua P. Ungerecht5183573Sandlapper Securities, LLC · CRD 137906
Craig A. Cooper2553463Concorde Investment Services, LLC · CRD 151604
Anthony J. Pitta1958029Capital Investment Group, Inc. · CRD 14752
Samuel J. Angelo, Jr.11265351st Global Capital Corp. · CRD 30349
William F. Walsh2276055Northstar Financial Partners, Inc. · CRD 107708
Corbin S. Thomas4234748McDermott Investment Services, LLC · CRD 154926
Rocco Santorsola2580695Ausdal Financial Partners, Inc. · CRD 7995
Brian D. Vosberg4476509Centaurus Financial, Inc. · CRD 30833
Michael A. DiPietro2811047Centaurus Financial, Inc. · CRD 30833
Jonathan R. Creighton1495897Concorde Investment Services, LLC · CRD 151604
Mark O. Coombe27336551st Global Capital Corp. · CRD 30349
Gary L. Forry1857688Cambridge Investment Research, Inc. · CRD 39543
Daniel R. Mueller44642681st Global Capital Corp. · CRD 30349
Vic V. Mullet4656976Centaurus Financial, Inc. · CRD 30833
Martin H. McFarlin2838151Kalos Capital, Inc. · CRD 44337
Terrill M. Jannsen31208581st Global Capital Corp. · CRD 30349
Thomas D. Sanders1280319Cambridge Investment Research, Inc. · CRD 39543
Nathaniel M. Kuhn4624143Concorde Investment Services, LLC · CRD 151604
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807

Source: Form D, filed Feb 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. Downers Grove Promoter
Retail Exchange, L.L.C. Downers Grove 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