Form D · Commercial

ExchangeRight Value-Add Portfolio 2 Parent DST

Pasadena, CA · CIK 0001926817

Offering snapshot reported Jan 29, 2024 · SEC filing

Reported sold
$23.3M
Offering amount: $28.2M
Investors reported
64
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 20, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 64

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 29, 2024Amendment$23,332,883No comparison64SEC filing
Jun 13, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.41M (estimated)
Finders' fees
$0
Form D file number
021-448921

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lighthouse Capital Group, LLC169135
Arkadios Capital282710
Concorde Investment Services, LLC151604
Emerson Equity LLC130032
FNEX Capital, LLC166316
Great Point Capital LLC114203
Investment Security Corporation47536
LightPath Capital, Inc.34617
McDermott Investment Services, LLC154926

Source: Form D, filed Jan 29, 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.

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