Form D · Other Real Estate

Healthcare Portfolio II DST

Oak Brook, IL · CIK 0001701369

Offering snapshot reported Oct 3, 2017 · SEC filing

Reported sold: $54.9M
Investors reported: 147
Minimum accepted: $25K
First sale: Mar 9, 2017

Fundraising history

Reported sold

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$54,348,664 → $54,858,510
Reported investors144 → 147

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 3, 2017	Amendment	$54,858,510	$509,846vs Aug 11, 2017	147	SEC filing
Aug 11, 2017	Amendment	$54,348,664	$1,209,802vs Aug 1, 2017	144	SEC filing
Aug 1, 2017	Amendment	$53,138,862	$2,374,850vs Jul 13, 2017	140	SEC filing
Jul 13, 2017	Amendment	$50,764,012	$5,065,006vs Jun 27, 2017	134	SEC filing
Jun 27, 2017	Amendment	$45,699,006	$5,960,111vs Jun 19, 2017	123	SEC filing
Jun 19, 2017	Amendment	$39,738,895	$793,823vs Jun 6, 2017	109	SEC filing
Jun 6, 2017	Amendment	$38,945,072	$5,742,975vs May 23, 2017	104	SEC filing
May 23, 2017	Amendment	$33,202,097	$883,000vs May 17, 2017	87	SEC filing
May 17, 2017	Amendment	$32,319,097	$6,392,533vs May 4, 2017	66	SEC filing
May 4, 2017	Amendment	$25,926,564	$8,400,920vs Apr 24, 2017	60	SEC filing
Apr 24, 2017	Amendment	$17,525,644	$6,261,559vs Apr 11, 2017	46	SEC filing
Apr 11, 2017	Amendment	$11,264,085	$2,454,482vs Mar 30, 2017	29	SEC filing
Mar 30, 2017	Amendment	$8,809,603	$5,056,045vs Mar 23, 2017	20	SEC filing
Mar 23, 2017	Initial	$3,753,558	No comparison	10	SEC filing

Offering details

Securities: Other
Exemptions: 06b
Duration over one year: No
Business combination: No

Sales commissions: $2.74M (estimated)
Finders' fees: $0
Form D file number: 021-283174

Beneficial Interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
David B. Levinson	705929	Westpark Capital, Inc. · CRD 39914
Silver Portal Capital LLC	114290	Silver Portal Capital LLC · CRD 114290
Eric S. Scaff	5281210	Concorde Investment Services, LLC · CRD 151604
Thomas J. Ealy	863042	Investment Planners, Inc, · CRD 18557
James P. Cunningham	3038854	Commonwealth Financial Network · CRD 8032
Gregory T. Shields	3115350	Commonwealth Financial Network · CRD 8032
Nathaniel M. Kuhn	4624143	Concorde Investment Services, LLC · CRD 151604
Jeffrey F. Hatfield	1984720	Woodbury Financial Services, Inc. · CRD 421
Kenneth C. Carrico	1021435	Sagepoint Financial, Inc. · CRD 133763
William A. Morrow	836500	Independent Financial Group, LLC · CRD 7717
Timothy L. Stauffer	4178198	Concorde Investment Services, LLC · CRD 7717
Michael J D'Epagnier	2067061	Sagepoint Financial, Inc. · CRD 133763
Daniel P. Raupp	4079107	Concorde Investment Services, LLC · CRD 151604
Kurt W. Whitesell	1675434	Commonwealth Financial Network · CRD 8032
Peter A. Finnegan	1336798	Huntwicke Securities, LLC · CRD 146993
Preston P. Mokris	5179201	Concorde Investment Services, LLC · CRD 151604
Christina S. Nielson	4866971	Primex · CRD 29394
Jeffrey J. Arburn	1475817	Whitehall-Parker Securities, Inc. · CRD 10608
Dieter G. Bollman	4247975	First Financial Equity Corporation · CRD 16507
Daniel J. Mercer	6698392	Colorado Financial Service Corporation · CRD 104343
Manuel Ramos	1956224	Centaurus Financial, Inc. · CRD 30833
Kyle H. Imholte	5448950	1st Global Capital Corp. · CRD 30349
Brian D. Vosberg	4476509	Centaurus Financial, Inc. · CRD 30833
Jason A. Salmon	6081963	Colorado Financial Service Corporation · CRD 104343
Ronald L. Gay	5647263	IMS Sercurites, Inc. · CRD 35567
Roger B. Deal	2263476	Geneos Wealth Management, Inc. · CRD 120894
James L. Duchene Jr.	4655062	Lincoln Financial Advisors Corporation · CRD 3978
Jonathan R. Creighton	1495897	Concorde Investment Services, LLC · CRD 151604
Dennis F. Baker	2180472	Woodbury Financial Services, Inc. · CRD 421
Craig R. Sicker	4222992	1st Global Capital Corp. · CRD 30349
Michele E. Tremblay	4438927	1st Global Capital Corp. · CRD 30349
Elizabeth L. Friant	2122446	Colorado Financial Service Corporation · CRD 104343
Steven S. Meahan	1234042	DFPG Investments, Inc. · CRD 155576
Jason Steele	2674860	Prospera Financial Services, Inc, · CRD 10740
Armando G. Roman	4414526	Independent Financial Group, LLC · CRD 7717
Leon H. Levinson	1251194	Lincoln Financial Advisors Corporation · CRD 3870
William S. Sheehan	2328614	DFPG Investments, Inc. · CRD 155576
Michael D. Puls	2671882	Woodbury Financial Services, Inc. · CRD 421
Robert S. Smith	1412333	Concorde Investment Services, LLC · CRD 151604
Paul B. Abbou	4234153	1st Global Capital Corp. · CRD 30349
Jason P. Connolly	4708924	DFPG Investments, Inc. · CRD 155576
Darren P. Speight	5347461	DFPG Investments, Inc. · CRD 155576
Kirk D. Dobson	4049865	Amertias Investment Corp. · CRD 14869
David K. Hays	2434893	J.W. Cole Financial, Inc. · CRD 124583
Karl L. Hambrecht	844047	Royal Alliance Associates, Inc. · CRD 23131
David L. Cowguill	1275601	Woodbury Financial Services, Inc. · CRD 421
Susan J. Gitt	5580509	Great Point Capital LLC · CRD 114203
Curits S. Kreitzberg	2772736	Lincoln Financial Advisors Corporation · CRD 3978
Evan B. Dickens	6001407	1st Global Capital Corp. · CRD 30349
Willard B. Wellings	4436815	1st Global Capital Corp. · CRD 30349
James C. Reed	5545115	1st Global Capital Corp. · CRD 30349
Timothy J. Harley	1096498	American Portfolios Financial Services, Inc. · CRD 18487
Roger W. Vanpelt	1742560	Cetera Advisors LLC · CRD 10299
Brandon S.Wagner	4992650	Woodbury Financial Services, Inc. · CRD 421
Joel R. Drake	2178512	FSC Securities Corporation · CRD 7461
Dustin N. Christopherson	4055761	Cetera Advisors LLC · CRD 10299
Daniel J. Rickett	2305063	Voya Financial Advisors, Inc. · CRD 2882
Craig D. Emerson	2761245	Summitt Brokerage Services, Inc. · CRD 34643
Stephen R. Gates	4030188	Summitt Brokerage Services, Inc. · CRD 34643
Robert E. Burns	4066393	Summitt Brokerage Services, Inc. · CRD 34643
Jason P. Homec	6708538	1st Global Capital Corp. · CRD 30349
Wira D. Tjakra	2394633	Woodbury Financial Services, Inc. · CRD 421
Gary E. Conley	52159	American Investors Company · CRD 38
John P. Harvey Jr.	4227692	Sandlapper Securities, LLC · CRD 137906
Keith A. Herman	2322605	Summitt Brokerage Services, Inc. · CRD 34643
David J. Chalmers	2943921	Summit Brokerage Services, Inc. · CRD 34643
Christopher L. Cook	3142516	DFPG Investments, Inc. · CRD 155576
Accuriso J. Indelicato	254862	American Portfolios Financial · CRD 18487
Robert N. Webster	1104509	First Allied Securities, Inc. · CRD 32444
Dolores B. Mitchell	2722419	Royal Alliance Associates, Inc. · CRD 23131
Nicholas Agnone	2664405	Royal Alliance Associates, Inc. · CRD 23131
Mitchal D. O'Hare	4561108	Cambridge Investment Research, Inc. · CRD 39543
Sigrid A. Daugaard	5481583	Cambridge Investment Research, Inc. · CRD 39543
Melissa A. Clary	5260296	Cambridge Investment Research, Inc. · CRD 39543
Joseph G. Michaletz	151604	Concorde Investment Services, LLC · CRD 151604
Tomas H. Velken	1600404	Sigma Financial Corporation · CRD 14303
April D. Guinchard	1729146	Silver Portal Capital LLC · CRD 114290
Robert M. Cheney	2825660	First Allied Securities, Inc. · CRD 32444
Trawnegan Gall	6266415	Sandlapper Securities, LLC · CRD 137906
John R. Marshall	2811801	Lincoln Financial Advisors Corporation · CRD 3978
Rollance A. Verkennis Jr.	2766877	Lincoln Financial Advisors Corporation · CRD 3978
David R. Koehler	4832628	Independent Financial Group, LLC · CRD 7717
Donald E. Garcia	1782485	Lincoln Financial Advisors Corproation · CRD 3978
David E. Stone	2280955	Lincoln Financial Advisors Corproation · CRD 39678
Christian E. Laver	1151853	Lincoln Financial Advisors Corporation · CRD 3978
Robert S. Condon	823679	Commonwealth Financial Network · CRD 8032
Hiro R. Kagiyama	5443419	Commonwealth Financial Network · CRD 8032
Taylor D. Ashland	5732470	Parkland Securities, LLC · CRD 115368
David P. Dahill	6581024	Wealthforge Securites, LLC · CRD 152550
Jason M. Baker	2571121	Cambridge Investment Research, Inc. · CRD 399543
Jonathan NMN Hylton	4048248	Ausdal Financial Partners, Inc. · CRD 7995
John P. Schlatter	1800152	Lincoln Financial Advisors Corporation · CRD 3978
Douglas H. Barton	1494345	Parkland Securities, LLC · CRD 115368
Cindy Shu-Way Shi	4231195	Cambridge Investment Research, Inc. · CRD 39543
Michael T. Moomaw	6236376	1st Global Capital Corp. · CRD 30349
Charles J. Ferrari	5415877	Commonwealth Financial Network · CRD 8032
Adam J. Starr	5009294	Voya Financial Advisors, Inc. · CRD 2882
Walter F. Pardo	2154122	Independent Financial Group, LLC · CRD 7717
	Not reported

Source: Form D, filed Oct 3, 2017. 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
Name	Reported role
Ii, L.L.C. Healthcare Portfolio	Promoter
Exchange, L.L.C. Healthcare Portfolio Ii	Promoter
Capital Corporation Inland Private	Promoter
Keith Lampi	Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:

2901 Butterfield Road
Oak Brook, IL, 60523