Form D · Commercial

ExchangeRight Net Leased Portfolio 40 DST

Pasadena, CA · CIK 0001826496

Offering snapshot reported Jan 4, 2023 · SEC filing

Reported sold
$45.4M
Offering amount: $45.4M
Investors reported
103
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 20, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$22.7M$45.4MOct 1, 2020Oct 27, 2020: $18,104,195.00Jan 4, 2023: $45,440,000.00Jan 4, 2023

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 → 103

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 4, 2023Amendment$45,440,000No comparison103SEC filing
Oct 27, 2020Amendment$18,104,195No comparison45SEC filing
Oct 1, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.95M (estimated)
Finders' fees
$0
Form D file number
021-376870

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lighthouse Capital Group LLC169135
Arkadios Capital282710
Cabin Securities, Inc.137608
Cabot Lodge Securities LLC159712
Cape Securities Inc.7072
Coastal Equities, Inc.23769
Concorde Investment Services, LLC151604
Emerson Equity LLC130032
Great Point Capital LLC114203
Growth Capital Services, Inc.124658
IFP Securities, LLC297287
Investment Security Corporation47536
Kalos Capital, Inc.44337
Lion Street Financial, LLC165828
McDermott Investment Services, LLC154926
Metropolitan Capital Investment Banc, Inc.148820
Money Concepts Capital Corp12963
National Securities Corporation7569
Pinnacle Capital Securities, LLC106213
SCF Securities, Inc.47275
The Strategic Financial Alliance, Inc.126514
Realized Financial Inc.22333
WealthForge Securities, LLC152550
Whitehall-Parker Securities, Inc.10608

Source: Form D, filed Jan 4, 2023. 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