Form D · Other Real Estate
ERP 1031 Industrial Portfolio DST
Midland, TX · CIK 0001925297
Offering snapshot reported Nov 9, 2023 · SEC filing
- Reported sold
- $13.8M Offering amount: $44.2M
- Investors reported
- 49 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Dec 2, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 49
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 9, 2023 | Amendment | $13,772,134 | No comparison | 49 | SEC filing |
| Oct 18, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $3.98M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-462106
Beneficial interests in a Delaware statutory trust
The Managing Broker-Dealer will receive selling commissions of 6% + due diligence fee of 1% + wholesaling fee of 1% + managing broker-dealer fee of 1% of the equity offering proceeds + a marketing retainer of $50,000.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Venure.co Brokerage Services LLC | 173924 | |
| Emerson Equity LLC | 130032 | |
| Concorde Investment Services, LLC | 151604 | |
| Arkadios Capital | 282710 | |
| KCD Financial, Inc. | 127473 |
Source: Form D, filed Nov 9, 2023. 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 |
|---|---|
| Meghan Berry | Executive |
| Brennan P. Berry | Executive |
| Erp 1031 Llc | Executive |
| William A. Meyer Ii | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
400 W. Illinois Avenue, Suite 1630 C/O Erp 1031, Llc
Midland, TX, 79701
Midland, TX, 79701