Form D · Commercial

ExchangeRight Essential Grocery DST

Pasadena, CA · CIK 0001937772

Offering snapshot reported Jan 29, 2024 · SEC filing

Reported sold
$19.2M
Offering amount: $19.2M
Investors reported
72
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 1, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.6M$19.2MJul 25, 2022Sep 12, 2022: $1,490,000.00Jan 29, 2024: $19,200,000.00Jan 29, 2024

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 investors0 → 72

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 29, 2024Amendment$19,200,000No comparison72SEC filing
Sep 12, 2022Amendment$1,490,000No comparison4SEC filing
Jul 25, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$960K (estimated)
Finders' fees
$0
Form D file number
021-453635

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lighthouse Capital Group, LLC169135
Aurora Securities46147
Concorde Investment Services, LLC151604
Emerson Equity LLC130032
FNEX Capital, LLC166316
Gramercy Securities, Inc.8177
Great Point Capital LLC114203
JRL Capital Corporation10225
Peak Brokerage Services, LLC157045
Vanderbilt Securities, LLC5953

Source: Form D, filed Jan 29, 2024. 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
David Fisher Executive
Warren Thomas Executive
Joshua Ungerecht Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
1055 E. Colorado Blvd., Suite 310
Pasadena, CA, 91106