Form D · Commercial
ExchangeRight Net-Leased Portfolio 63 DST
Pasadena, CA · CIK 0001975815
Offering snapshot reported Dec 10, 2024 · SEC filing
- Reported sold
- $75.1M Offering amount: $75.1M
- Investors reported
- 126 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jun 12, 2023 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 126
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 10, 2024 | Amendment | $75,120,000 | No comparison | 126 | SEC filing |
| May 26, 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
- $3.76M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-482710
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 | |
| Cabot Lodge Securities LLC | 159712 | |
| Calton & Associates, Inc. | 20999 | |
| Cape Securities Inc. | 7072 | |
| Coastal Equities, Inc. | 23769 | |
| Concorde Investment Services, LLC | 151604 | |
| Emerson Equity LLC | 130032 | |
| Great Point Capital LLC | 114203 | |
| IBN Financial Services, Inc. | 42360 | |
| Investment Security Corporation | 47536 | |
| Kingswood Capital Partners, LLC | 288898 | |
| LightPath Capital, Inc. | 34617 | |
| Lyndhurst Securities Inc. | 315582 | |
| McDermott Investment Services, LLC | 154926 | |
| Newbridge Securities Corporation | 104065 | |
| Peak Brokerage Services, LLC | 157045 | |
| Realized Financial, Inc. | 22333 | |
| SCF Securities, Inc. | 47275 | |
| WealthForge Securities, LLC | 152550 | |
| Western International Securities, Inc. | 39262 |
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