Form D · Other Real Estate

Essential Net Lease Portfolio DST

Oak Brook, IL · CIK 0001909650

Offering snapshot reported May 4, 2022 · SEC filing

Reported sold
$70.2M
Offering amount: $84.3M
Investors reported
129
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Feb 9, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$35.1M$70.2MFeb 15, 2022: $419,802.00Feb 15, 2022May 4, 2022: $70,226,106.00May 4, 2022

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$419,802 → $70,226,106
  • Reported investors2 → 129

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 4, 2022Amendment$70,226,106$69,806,304vs Feb 15, 2022129SEC filing
Feb 15, 2022Initial$419,802No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$4.22M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-433598

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
Huntwicke Securities, LLC146993
NexTrend Securities, Inc.43710
World Equity Group, Inc.29087
Emerson Equity LLC130032
Avantax Investment Services, Inc.13686
Cambridge Investment Research, Inc.39543
Harbour Investments, Inc.19258
Thornhill Securities, Inc.22333
JRL Capital Corporation10225
Centaurus Financial, Inc.30833
Concorde Investment Services, LLC151604
Crown Capital Securities L.P.6312
DAI Securities, LLC36673
WealthForge Securities, LLC152550
Money Concepts Capital Corp.12963
Kingswood Capital Partners, LLC288898
Arkadios Capital282710
International Assets Advisory, LLC10645
Wintrust Investments LLC875
Metropolitan Capital Investment Banc, Inc.148820
Lincoln Financial Advisors Corporation3978
Great Point Capital LLC114203
American Portfolios Financial Services, Inc.18487
Crescent Securities Group, Inc.114993
Aegis Capital Corp.15007
Patrick Capital Markets, LLC16518
Aurora Securites46147
Western International Securities, Inc.39262
Whitehall-Parker Securities, Inc.10608
McDermott Investment Services, LLC154926
Lightpath Capital, Inc.34617
Titan Securities131392
Capital Investment Group, Inc.14752
BD4RIA, Inc.290240
Coastal Equities, Inc.23769

Source: Form D, filed May 4, 2022. 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
N/A Essential Net Lease Portfolio Exchange, L.L.C. Executive
N/A Essential Net Lease Portfolio, L.L.C. Executive
N/A Inland Private Capital Corporation Executive
Keith D. Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523