Form D · REITS and Finance
ExchangeRight Income Fund
Pasadena, CA · CIK 0001771514
Offering snapshot reported Aug 20, 2024 · SEC filing
- Reported sold
- $702K Offering amount: $100M
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Aug 2, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 20, 2024 | Initial | $702,248 | No comparison | 14 | SEC filing |
| Jul 17, 2024 | Amendment | $3,045,000 | $3,045,000vs Apr 8, 2024 | 464 | SEC filing |
| Apr 8, 2024 | Initial | $0 | No comparison | 0 | SEC filing |
| Mar 28, 2024 | Amendment | $438,265,641 | $0vs Jan 29, 2024 | 2,237 | SEC filing |
| Jan 29, 2024 | Amendment | $438,265,641 | $21,260,048vs Jul 7, 2023 | 2,237 | SEC filing |
| Oct 23, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jul 7, 2023 | Amendment | $417,005,593 | $71,424,549vs Jun 9, 2022 | 2,149 | SEC filing |
| Jun 8, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jun 9, 2022 | Amendment | $345,581,044 | $0vs Jun 9, 2022 | 1,716 | SEC filing |
| Jun 9, 2022 | Amendment | $345,581,044 | $167,461,258vs Feb 25, 2021 | 1,716 | SEC filing |
| Feb 25, 2021 | Amendment | $178,119,786 | $130,675,596vs May 26, 2020 | 1,068 | SEC filing |
| May 26, 2020 | Amendment | $47,444,190 | No comparison | 242 | SEC filing |
| Mar 22, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $5M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-521942
Class ER common shares of beneficial interest of the Trust
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lighthouse Capital Group, LLC | 169135 |
Source: Form D, filed Aug 20, 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.
| Name | Reported role |
|---|---|
| David Fisher | Executive |
| Warren Thomas | Executive |
| Joshua Ungerecht | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
1055 E. Colorado Blvd., Suite 310 None
Pasadena, CA, 91106
Pasadena, CA, 91106