Form D · Commercial

Hartman Retail II, DST

Houston, TX · CIK 0001678756

Offering snapshot reported May 1, 2018 · SEC filing

Reported sold
$3.04M
Offering amount: $17.7M
Investors reported
12
Form D · investor count
Minimum accepted
$50.2K
Reported outside-investor minimum
First sale
Mar 15, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.52M$3.04MJul 20, 2016May 1, 2017: $200,906.00May 1, 2017May 1, 2018: $3,042,184.00May 1, 2018

Dates 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$200,906 → $3,042,184
  • Reported investors1 → 12

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 1, 2018Amendment$3,042,184$2,841,278vs May 1, 201712SEC filing
May 1, 2017Amendment$200,906No comparison1SEC filing
Jul 20, 2016InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$662K (estimated)
Finders' fees
$0
Form D file number
021-267362
The Maximum Offering Amount is $17,720,000 ($8,820,000 equity and $8,900,000 of estimated attributable debt)
Beneficial Interests in a Delaware Statutory Trust
$661,500 includes maximum Selling Commissions of $529,200 and a maximum non-accountable marketing allowance of $132,300.00.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
D.H. Hill Securities, LLLP41528

Source: Form D, filed May 1, 2018. 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
Ross Donahue Executive
Louis T. Fox, Iii Executive
Allen R. Hartman Executive, Promoter
Hartman Income Reit Management, Inc. Promoter
Hartman Retail Ii Signatory Trustee, Llc Director, Promoter
Mark T. Torok Executive, Promoter
Richard J. Vitale Executive
David Wheeler Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
2909 Hillcroft Suite 420
Houston, TX, 77057