Form D · Other Real Estate

Healthcare Portfolio V DST

Oak Brook, IL · CIK 0001754156

Offering snapshot reported Dec 10, 2018 · SEC filing

Reported sold
$58.2M
Offering amount: $59.9M
Investors reported
131
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 29, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$29.1M$58.2MSep 27, 2018: $16,545,297.00Sep 27, 2018Oct 17, 2018: $39,114,786.00Oct 17, 2018Nov 15, 2018: $53,086,836.00Nov 15, 2018Dec 10, 2018: $58,156,169.00Dec 10, 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$53,086,836 → $58,156,169
  • Reported investors113 → 131

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 10, 2018Amendment$58,156,169$5,069,333vs Nov 15, 2018131SEC filing
Nov 15, 2018Amendment$53,086,836$13,972,050vs Oct 17, 2018113SEC filing
Oct 17, 2018Amendment$39,114,786$22,569,489vs Sep 27, 201879SEC filing
Sep 27, 2018Initial$16,545,297No comparison27SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.99M (estimated)
Finders' fees
$0
Form D file number
021-322233
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
RCX CAPITAL GROUP, LLC114290
1st Global Capital Corporation30349
WEALTHFORGE SECURITIES, LLC152550
MCDERMOTT INVESTMENT SERVICES, LLC154926
David Eurton3203522WESTPARK CAPITAL, INC. · CRD 39914
David Levinson705929WESTPARK CAPITAL, INC. · CRD 39914
CONCORDE INVESTMENT SERVICES, LLC151604
Kurt Hill4140227CFD INVESTMENTS, INC. · CRD 25427
CAMBRIDGE INVESTMENT RESEARCH, INC.39543
Matthew Myers2506930PRIVATE CLIENT SERVICES, LLC · CRD 120222
Norma Nisbet5590290COLORADO FINANCIAL SERVICE CORPORATION · CRD 104343
Ronald York4308987Triad Advisors, Inc. · CRD 25803
Richard Berger702839TRIAD ADVISORS LLC · CRD 25803
Steven Tellar6012496AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. · CRD 18487
GARY EARL CONLEY52159AMERICAN INVESTORS COMPANY · CRD 38
DAVID ALEXANDER VILENO5848435AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. · CRD 18487
SAMUEL A JULIAN4488869AUSDAL FINANCIAL PARTNERS, INC. · CRD 7995
Jeffrey Bangerter1687028BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · CRD 13609
RYAN DAVID FINCH6379871COLORADO FINANCIAL SERVICE CORPORATION · CRD 104343
KERRI M SULLIVAN-KREISS2141713COMMONWEALTH FINANCIAL NETWORK · CRD 8032
ADAM DANIEL GALLEGOS4444399COMMONWEALTH FINANCIAL NETWORK · CRD 8032
HIRO ROBERT KAGIYAMA5443419COMMONWEALTH FINANCIAL NETWORK · CRD 8032
DFPG INVESTMENTS, INC.155576
HD VEST INVESTMENT SERVICES13686
Jennifer Goralski6737853HARBOUR INVESTMENTS, INC. · CRD 19258
INDEPENDENT FINANCIAL GROUP, LLC7717
INVESTACORP, INC.7684
LIGHTHOUSE CAPITAL GROUP, LLC169135
PAUL M GETTY6470002LIGHTPATH CAPITAL, INC · CRD 34617
DAVID CLARK GOSSLING2545451LINCOLN FINANCIAL ADVISORS CORPORATION · CRD 3978
WILLIAM HUGH BLACK709696LION STREET FINANCIAL, LLC · CRD 165828
HUGO GRIMALDI4626118MONEY CONCEPTS CAPITAL CORP · CRD 12963
ERIC ARTHUR BICKNESE2829451NATIONWIDE PLANNING ASSOCIATES INC. · CRD 31029
CHRISTINA SUZANNE NIELSON4866971PRIMEX · CRD 29394
SPENCER LUND WESTON1482772QUESTAR CAPITAL CORPORATION · CRD 43100
JOHN TARKINGTON CHRISTY4573758ROYAL ALLIANCE ASSOCIATES, INC. · CRD 23131
ANDREA JEAN WILT5902573ROYAL ALLIANCE ASSOCIATES, INC. · CRD 23131
CONNIE LYNN HEIER4428370ROYAL ALLIANCE ASSOCIATES, INC. · CRD 23131
TIMOTHY JOHN SHERER833618SANDLAPPER SECURITIES, LLC · CRD 137906
RYAN JONATHAN SHERER5952617SANDLAPPER SECURITIES, LLC · CRD 137906
TOMAS JUHAN VELKEN1600404SIGMA FINANCIAL CORPORATION · CRD 14303
JEFFREY JOHN MCKAY818303VOYA FINANCIAL ADVISORS, INC. · CRD 2882
BRUCE TOWNSEND FORMES2545114FSC Securities Corporation · CRD 7461
Curtis Sathre2459115JRL Capital Corporation · CRD 10225
Robert Fagan1572927Madison Avenue Securities, LLC · CRD 23224
David Mire1144000Royal Alliance Associates, Inc. · CRD 23131
Maxwell Phillips4953387Sagepoint Financial, Inc. · CRD 133763
John Kwasny1059113Woodbury Financial Services, Inc. · CRD 421
Stanley Lewandoski4476450ARKADIOS CAPITAL · CRD 282710
CHRISTOPHER LOUIS HASBROUCK4886421BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · CRD 13609
S PAUL LORUSSO SR.5838694FSC SECURITIES CORPORATION · CRD 7461
FRANK B HANNA JR5736178LINCOLN FINANCIAL ADVISORS CORPORATION · CRD 3978
BRYAN R COGLIANO4367535LINCOLN FINANCIAL ADVISORS CORPORATION · CRD 3978
JAMES MICHAEL RAINE2360466QUESTAR CAPITAL CORPORATION · CRD 43100
SAMUEL RYAN EDWARDS4505066SAGEPOINT FINANCIAL, INC. · CRD 133763
KAREN A FLEMING1142002SAGEPOINT FINANCIAL, INC. · CRD 133763
JULIENNE ELIZABETH RIDDELL5682274SANDLAPPER SECURITIES, LLC · CRD 137906
AMERICAN FIDELITY SECURITIES, INC.11852
MYRON DALE ERSTAD4771925TRIAD ADVISORS LLC · CRD 25803
RANDALL LEE BREHMER2052318WOODBURY FINANCIAL SERVICES, INC. · CRD 421
BRICE MICHAEL TERBEEST6222441WOODBURY FINANCIAL SERVICES, INC. · CRD 421

Source: Form D, filed Dec 10, 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
N/A Healthcare Portfolio V Exchange, L.L.C. Promoter
N/A Healthcare Portfolio V, L.L.C. Promoter
N/A Inland Private Capital Corporation Promoter
Keith Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523