Form D · Commercial

ExchangeRight Net-Leased Portfolio 52 DST

Pasadena, CA · CIK 0001895177

Offering snapshot reported Oct 16, 2023 · SEC filing

Reported sold
$60.8M
Offering amount: $60.8M
Investors reported
107
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 6, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 107

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 16, 2023Amendment$60,820,000No comparison107SEC filing
Dec 1, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$3.65M (estimated)
Finders' fees
$0
Form D file number
021-423047

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lighthouse Capital Group, LLC169135
Arkadios Capital282710
Aurora Securities46147
Cabot Lodge Securities LLC159712
Concorde Investment Services, LLC151604
Emerson Equity LLC130032
Great Point Capital LLC114203
Growth Capital Services, Inc.124658
Investment Planners, Inc.18557
Investment Security Corporation47536
Kalos Capital, Inc.44337
Kingswood Capital Partners28898
McDermott Investment Services, LLC154926
Newbridge Securities Corporation104063
NPB Financial Group, LLC137743
SCF Securities Inc.47275
Skyview Investment Banking135073
Wealthforge Securities, LLC152550
Whitehall-Parker Securities, Inc.10608
Wilson-Davis & Co.3777

Source: Form D, filed Oct 16, 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