Form D · Commercial

ExchangeRight Net-Leased Portfolio 64 DST

Pasadena, CA · CIK 0001983816

Offering snapshot reported Aug 6, 2025 · SEC filing

Reported sold
$53.3M
Offering amount: $53.3M
Investors reported
110
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 21, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 110

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 6, 2025Amendment$53,290,000No comparison110SEC filing
Aug 11, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.66M (estimated)
Finders' fees
$0
Form D file number
021-489533

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lighthouse Capital Group, LLC169135
Ameritas Investment Company, LLC14869
Arkadios Capital282710
Aurora Securities46147
Cabin Securities, Inc.137608
Concorde Investment Services, LLC151604
CreativeOne Securities, LLC152974
Emerson Equity LLC130032
Great Point Capital LLC114203
Investment Security Corporation47536
Kingswood Capital Partners, LLC288898
LightPath Capital, Inc.34617
Lion Street Financial, LLC165828
McDermott Investment Services, LLC154926
Newbridge Securities Corporation104065
Patrick Capital Markets, LLC16518
Peak Brokerage Services, LLC157045
Purshe Kaplan Sterling Investments35747
Realized Financial, Inc.22333

Source: Form D, filed Aug 6, 2025. 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