Form D · Other Real Estate
HPA Exchange - Medical AZ DST
Brea, CA · CIK 0002039952
Offering snapshot reported Oct 16, 2024 · SEC filing
- Reported sold
- Yet to sell Offering amount: $15.4M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 16, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.42M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-526951
Beneficial interests in a Delaware statutory trust
Managing Broker Dealer fee of 1.25% + wholesaling fee of 1.0% + selling commissions of 6.0% + marketing and due diligence of 1.0% of equity offering proceeds
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| American Alternative Capital, LLC | 309956 |
Source: Form D, filed Oct 16, 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 |
|---|---|
| Robert Lee | Executive |
| Hpa Exchange Llc | Executive, Promoter |
| The Innovation Institute Llc | Executive, Promoter |
| Michael Mc Kinnon | Executive |
| Cesar Rodarte | Executive |
| Thuy Turner | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
915 W. Imperial Highway Suite 165
Brea, CA, 92821
Brea, CA, 92821