Form D · Other Real Estate

Healthcare Portfolio VII DST

Oak Brook, IL · CIK 0001773603

Offering snapshot reported Sep 6, 2019 · SEC filing

Reported sold
$54.4M
Offering amount: $55.2M
Investors reported
159
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Mar 14, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$27.2M$54.4MApr 11, 2019: $2,218,405.00Apr 11, 2019Jul 3, 2019: $20,867,253.00Jul 3, 2019Sep 6, 2019: $54,398,296.00Sep 6, 2019

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$20,867,253 → $54,398,296
  • Reported investors61 → 159

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 6, 2019Amendment$54,398,296$33,531,043vs Jul 3, 2019159SEC filing
Jul 3, 2019Amendment$20,867,253$18,648,848vs Apr 11, 201961SEC filing
Apr 11, 2019Initial$2,218,405No comparison7SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.76M (estimated)
Finders' fees
$0
Form D file number
021-337102
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
MCDERMOTT INVESTMENT SERVICES, LLC154926
INLAND SECURITIES CORPORATION15807
DFPG INVESTMENTS, INC.155576
CONCORDE INVESTMENT SERVICES, LLC151604
COLORADO FINANCIAL SERVICE CORPORATION104343
METROPOLITAN CAPITAL INVESTMENT BANC, INC.148820
1st Global Capital Corporation30349
AMERITAS INVESTMENT CORP.14869
CENTAURUS FINANCIAL, INC.30833
MOLONEY SECURITIES CO., INC.38535
SAXONY SECURITIES, INC.115547
WEALTHFORGE SECURITIES, LLC152550
WOODBURY FINANCIAL SERVICES, INC.421
LION STREET FINANCIAL, LLC165828
M. H. LEBLANG, INC.2535
ROYAL ALLIANCE ASSOCIATES, INC.23131
HD VEST INVESTMENT SERVICES13686
INVESTACORP, INC.7684
KALOS CAPITAL, INC.44337
LINCOLN FINANCIAL ADVISORS CORPORATION3978
SAGEPOINT FINANCIAL, INC.133763
TRIAD ADVISORS LLC25803
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.18487
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.13609
CABOT LODGE SECURITIES LLC159712
CAMBRIDGE INVESTMENT RESEARCH, INC.39543
CETERA ADVISOR NETWORKS LLC13572
EMERSON EQUITY LLC130032
FIRST ALLIED SECURITIES, INC.32444
FSC SECURITIES CORPORATION7461
GREAT POINT CAPITAL LLC114203
LIGHTPATH CAPITAL, INC34617
LINCOLN FINANCIAL SECURITIES CORPORATION3870
MONEY CONCEPTS CAPITAL CORP12963
NATIONWIDE PLANNING ASSOCIATES INC.31029
PRIVATE CLIENT SERVICES, LLC120222
RCX Capital Group LLC114290
TFS SECURITIES, INC.20626
WESTPARK CAPITAL, INC.39914
SIGMA FINANCIAL CORPORATION14303
Stonecrest Capital Markets, Inc39616
PRIMEX29394
ARKADIOS CAPITAL282710

Source: Form D, filed Sep 6, 2019. 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 Vii Exchange, L.L.C. Executive
N/A Healthcare Portfolio Vii, L.L.C. Executive
N/A Inland Private Capital Corporation Executive
Keith Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523