Form D · Commercial
ExchangeRight Net Leased Portfolio 29 DST
Pasadena, CA · CIK 0001787801
Offering snapshot reported Jan 21, 2020 · SEC filing
- Reported sold
- $52.6M Offering amount: $52.6M
- Investors reported
- 127 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Sep 9, 2019 As reported in this filing
Fundraising history
Reported soldDates 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$35,000,000 → $52,573,000
- Reported investors25 → 127
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 21, 2020 | Amendment | $52,573,000 | $17,573,000vs Oct 1, 2019 | 127 | SEC filing |
| Oct 1, 2019 | Amendment | $35,000,000 | No comparison | 25 | SEC filing |
| Sep 11, 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
- $3.42M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-348482
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lighthouse Capital Group LLC | 169135 | |
| Arkandios Capital | 282710 | Troy Buder · CRD 3079322 |
| Capulent | 155155 | Edward E. Fernandez · CRD 2956661 |
| Cape Securities | 7072 | Pete Dorn · CRD 1089858 |
| Concorde Investment Services | 151604 | |
| Emerson Equity, LLC | 130032 | Forrest James · CRD 1263114 |
| Great Point Capital, LLC | 114203 | Michael Steinthal · CRD 435071 |
| McDermott Investment Service, LLC | 154926 | Deb Schleining · CRD 2768752 |
| Cabot Lodge Securities, LLC | 159712 | Trawnegan Gall · CRD 6266415 |
| International Assets Advisory, LLC | 10645 | Tiffany Taylor · CRD 5189171 |
| Investment Security Corporation | 47536 | John Butler · CRD 1951436 |
| Kalos Capital, Inc. | 44337 | Jammie Avila · CRD 3100097 |
| Lightpath Capital, Inc. | 34617 | Leslie Pappas · CRD 1735372 |
| Lion Street Financial, LLC | 165828 | Anthony Harrigan · CRD 1817525 |
| North Capital Private Securities Corp | 154559 | Jason Conklin · CRD 6653588 |
| WealthForge Securities, LLC | 152550 | John Harvey · CRD 4227692 |
| Western International Securities, Inc. | 39262 | Linda Oleson · CRD 1789629 |
| National Securities Corporation | 7569 | Jim Ciocia · CRD 1619245 |
| NPB Financial Group, LLC | 137743 | Greg Bernhardt · CRD 703622 |
| The Strategic Financial Alliance, Inc. | 126514 | James Gambaccini · CRD 4619759 |
Source: Form D, filed Jan 21, 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