Form D · Other Real Estate

Huntsville Retail Center DST

Oak Brook, IL · CIK 0001582619

Offering snapshot reported Jan 29, 2014 · SEC filing

Reported sold
$13.9M
Offering amount: $13.9M
Investors reported
24
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jul 31, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.94M$13.9MAug 1, 2013: $863,256.00Aug 1, 2013Aug 16, 2013: $1,405,795.00Sep 10, 2013: $5,922,037.00Sep 10, 2013Oct 3, 2013: $12,812,988.00Oct 22, 2013: $13,222,988.00Oct 22, 2013Jan 29, 2014: $13,883,448.00Jan 29, 2014

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$13,222,988 → $13,883,448
  • Reported investors21 → 24

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 29, 2014Amendment$13,883,448$660,460vs Oct 22, 201324SEC filing
Oct 22, 2013Amendment$13,222,988$410,000vs Oct 3, 201321SEC filing
Oct 3, 2013Amendment$12,812,988$6,890,951vs Sep 10, 201319SEC filing
Sep 10, 2013Amendment$5,922,037$4,516,242vs Aug 16, 201310SEC filing
Aug 16, 2013Amendment$1,405,795$542,539vs Aug 1, 20135SEC filing
Aug 1, 2013Initial$863,256No comparison3SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$833K (estimated)
Finders' fees
$0
Form D file number
021-200625
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Patrick W. Albrecht1437137Calton & Associates, Inc. · CRD 20999
Athena Chang4792507
Christina S. Nielson4866971Primex · CRD 29394
Joe P. Moore, Jr.873580Capital Guardian, LLC · CRD 137919
Joseph A. Nugent4019776Concorde Investment Services, LLC · CRD 151604
Jeffrey A. Bourdage44633201st Global Capital Corp. · CRD 30349
Richard S. Hyams3102005Prime Capital Services, Inc. · CRD 18334
Dominick A. Ciocia1751317Prime Capital Services, Inc. · CRD 18334
John P. Harvey, Jr.4227692Sandlapper Securities, LLC · CRD 137906
Andrew C. Pesha2316590Woodbury Financial Services, Inc. · CRD 421
Christopher E. Krejci32583921st Global Capital Corp. · CRD 30349
Samuel J. Angelo, Jr.11265351st Global Capital Corp. · CRD 30349
Kenneth K. Tanaka21087011st Global Capital Corp. · CRD 30349
Jason T. Ice44891431st Global Capital Corp. · CRD 30349
Jason L. Steele2674860Prospera Financial Services, Inc. · CRD 10740
Brandon S. Wagner4992650Woodbury Financial Services, Inc. · CRD 421
Usha M. Sharma4549521Royal Alliance Securities, Inc. · CRD 23131
Sung P. Lee4856630FSC Securities Corporation · CRD 7461
Michael A. Freeman2302427Sammons Securities Company, LLC · CRD 115368
Ewald M. Von Kanel1394888Summit Brokerage Services, Inc. · CRD 34643

Source: Form D, filed Jan 29, 2014. 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
Center, L.L.C. Huntsville Retail Promoter
Center Exchange, L.L.C. Huntsville Retail Promoter
Capital Corporation Inland Private Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523