Form D · Commercial
ExchangeRight Net Leased Portfolio 21 DST
Pasadena, CA · CIK 0001736163
Offering snapshot reported Aug 20, 2018 · SEC filing
- Reported sold
- $21.5M Offering amount: $31.3M
- Investors reported
- 105 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Apr 13, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 105
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 20, 2018 | Amendment | $21,454,038 | No comparison | 105 | SEC filing |
| Apr 11, 2018 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Apr 2, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $2.19M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-309060
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lighthouse Capital Group, LLC | 169135 | Joshua Ungerecht · CRD 5183573 |
| Alexander Capital | 40077 | John Williamson · CRD 2357023 |
| Broker Dealer Financial Service Corp | 8073 | Bill Elson · CRD 1808374 |
| Cabot Lodge Securities | 159712 | Jim Lund · CRD 1713921 |
| Colorado Financial Services Corporation | 104343 | Steve Rice · CRD 2023704 |
| Concorde Investment Services | 151604 | |
| Great Point Capital LLC | 114203 | Robert Boggess · CRD 5007422 |
| Investment Security Corporation | 47536 | John Butler · CRD 1951436 |
| McDermott Investment Service LLC | 154926 | Deb Schleining · CRD 2768752 |
| NPB Financial Group LLC | 137734 | Greg Bernhardt · CRD 703622 |
| North Capital Private Securities Corp | 154559 | |
| SCF Securities, Inc. | 47275 | Mark Groesbeck · CRD 1690996 |
| Wealth Forge Securities, LLC | 152550 | |
| West International Securities | 39262 | |
| Whitehall-Parker Securities | 10608 | Jim Lamont · CRD 2846228 |
Source: Form D, filed Aug 20, 2018. 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: Commercial (See others in industry)
Address:
1055 E. Colorado Blvd., Suite 310
Pasadena, CA, 91106
Pasadena, CA, 91106