Form D · Commercial
ExchangeRight Net Leased Portfolio 27 DST
Pasadena, CA · CIK 0001775407
Offering snapshot reported Jan 17, 2020 · SEC filing
- Reported sold
- $43M Offering amount: $43M
- Investors reported
- 83 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- May 20, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 83
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 17, 2020 | Amendment | $42,950,000 | No comparison | 83 | SEC filing |
| May 9, 2019 | 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
- $2.56M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-339183
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lighthouse Capital Group LLC | 169135 | |
| B. B. Graham & Co Inc. | 41533 | Ryan Joyce · CRD 2889224 |
| Cabot Lodge Securities LLC | 159712 | John Harvey · CRD 4227692 |
| Calton & Associates, Inc. | 20999 | James "Buddy" Thomas · CRD 1101127 |
| Capulent | 155155 | Edward E. Fernandez · CRD 2956661 |
| Emerson Equity, LLC | 130032 | Mark Creason · CRD 6617847 |
| Great Point Capital | 114203 | Joe Kocsis · CRD 2423884 |
| Investment Security Corporation | 47536 | John Butler · CRD 1951436 |
| JRL Capital Corporation | 169135 | Curtus Sathre · CRD 2459115 |
| McDermott Investment Service, LLC | 154926 | Gary Leavitt · CRD 712745 |
| National Securities Corporation | 7569 | Irene Monock · CRD 5412961 |
| Newbridge Securities Corporation | 104065 | Elvis Rodriguez · CRD 3129852 |
| NPB Financial Group, LLC | 137743 | Charles Mann · CRD 1010028 |
| Primex | 29394 | Michael Steinthal · CRD 435071 |
| Purshe Kaplan Sterling | 35747 | Scott Carson · CRD 1966866 |
| WealthForge Securities, LLC | 152550 | Jason Salmon · CRD 6081963 |
| Whitehall-Parker Securities, Inc. | 152550 | Gary Hancock · CRD 4701161 |
Source: Form D, filed Jan 17, 2020. 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 None
Pasadena, CA, 91106
Pasadena, CA, 91106