Form D · Other Real Estate
Glendale BTR DST
Oak Brook, IL · CIK 0002013517
Offering snapshot reported Aug 29, 2024 · SEC filing
- Reported sold
- $72.1M Offering amount: $72.1M
- Investors reported
- 167 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Mar 6, 2024 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$58,677,379 → $72,121,822
- Reported investors143 → 167
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 29, 2024 | Amendment | $72,121,822 | $13,444,443vs Jul 17, 2024 | 167 | SEC filing |
| Jul 17, 2024 | Amendment | $58,677,379 | $11,561,022vs Jun 26, 2024 | 143 | SEC filing |
| Jun 26, 2024 | Amendment | $47,116,357 | $14,366,861vs Jun 12, 2024 | 119 | SEC filing |
| Jun 12, 2024 | Amendment | $32,749,496 | $5,316,360vs May 28, 2024 | 93 | SEC filing |
| May 28, 2024 | Amendment | $27,433,136 | $2,891,777vs May 15, 2024 | 76 | SEC filing |
| May 15, 2024 | Amendment | $24,541,359 | $5,679,120vs May 1, 2024 | 66 | SEC filing |
| May 1, 2024 | Amendment | $18,862,239 | $5,961,741vs Apr 18, 2024 | 46 | SEC filing |
| Apr 18, 2024 | Amendment | $12,900,498 | $3,930,395vs Apr 5, 2024 | 30 | SEC filing |
| Apr 5, 2024 | Amendment | $8,970,103 | $4,903,432vs Mar 15, 2024 | 21 | SEC filing |
| Mar 15, 2024 | Initial | $4,066,671 | No comparison | 6 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $5.88M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-507734
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| M.S. Howells & Co. | 104100 | |
| Lion Street Financial, LLC | 165828 | |
| DAI Securities, LLC | 36673 | |
| Realized Financial, Inc. | 22333 | |
| Concorde Investment Services, LLC | 151604 | |
| Independent Financial Group, LLC | 7717 | |
| Nationwide Planning Associates, Inc. | 31029 | |
| Emerson Equity LLC | 130032 | |
| Cambridge Investment Research, Inc. | 39543 | |
| Peak Brokerage Services, LLC | 157045 | |
| DFPG Investments, LLC | 155576 | |
| Securities America, Inc. | 10205 | |
| Triad Advisors LLC | 25803 | |
| Cadaret, Grant & Co., Inc. | 10641 | |
| Osaic Wealth, Inc. | 23131 | |
| Wintrust Investments LLC | 875 | |
| Ausdal Financial Partners, Inc. | 7995 | |
| WealthForge Securities, LLC | 152550 | |
| AAG Capital, Inc. | 188 | |
| LPL Financial LLC | 6413 | |
| American Trust Investment Services, Inc. | 3001 | |
| Avantax Investment Services, Inc. | 13686 | |
| Western International Securities, Inc. | 39262 | |
| XML Securities | 145589 | |
| Metric Financial, LLC | 33324 | |
| Arkadios Capital | 282710 | |
| Lightpath Capital, Inc. | 34617 | |
| RCX Capital Group, LLC | 114290 | |
| 1031 Securities Inc. | 326590 | |
| Great Point Capital LLC | 114203 | |
| American Portfolios Financial Services, inc. | 18487 | |
| Berthel, Fisher & Company Financial Services, Inc. | 13609 | |
| B. Riley Wealth Management | 2543 | |
| Realta Equities, Inc. | 23769 | |
| Stifel, Nicolaus & Company, Incorporated | 792 |
Source: Form D, filed Aug 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.
| Name | Reported role |
|---|---|
| N/A Glendale Btr Exchange, L.L.C. | Executive |
| N/A Glendale Btr, L.L.C. | Executive |
| N/A Inland Private Capital Corporation | Executive |
| Keith D. Lampi | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
C/O Inland Private Capital Corporation 2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523