Form D · Commercial
ExchangeRight Net-Leased Portfolio 62 DST
Pasadena, CA · CIK 0001966955
Offering snapshot reported Dec 10, 2024 · SEC filing
- Reported sold
- $61.6M Offering amount: $61.6M
- Investors reported
- 109 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Mar 27, 2023 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 109
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 10, 2024 | Amendment | $61,625,000 | No comparison | 109 | SEC filing |
| Mar 14, 2023 | 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
- $3.08M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-475767
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lighthouse Capital Group, LLC | 169135 | |
| Arkadios Capital | 282710 | |
| Aurora Securities | 46147 | |
| B. Riley Wealth Management | 2543 | |
| Cabin Securities, Inc. | 137608 | |
| Cape Securities Inc. | 7072 | |
| Concorde Investment Services, LLC | 151604 | |
| CreativeOne Securities, LLC | 152974 | |
| Emerson Equity LLC | 130032 | |
| Great Point Capital LLC | 114203 | |
| IBN Financial Services, Inc. | 42360 | |
| Investment Security Corporation | 47536 | |
| LightPath Capital, Inc. | 34617 | |
| Lion Street Financial, LLC | 165828 | |
| McDermott Investment Services, LLC | 154926 | |
| Patrick Capital Markets, LLC | 16518 | |
| Purshe Kaplan Sterling Investments | 35747 | |
| Realized Financial, Inc. | 22333 | |
| Saxony Securities, Inc. | 115547 | |
| SCF Securities, Inc. | 47275 | |
| Stonecrest Capital Markets, Inc. | 39616 | |
| WealthForge Securities, LLC | 152550 |
Source: Form D, filed Dec 10, 2024. 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