Form D · Other Real Estate

Indianapolis Medical Office DST

Oak Brook, IL · CIK 0001686014

Offering snapshot reported Feb 2, 2017 · SEC filing

Reported sold
$13.9M
Offering amount: $13.9M
Investors reported
45
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 7, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.95M$13.9MOct 17, 2016: $1,259,186.00Oct 17, 2016Oct 27, 2016: $4,080,886.00Nov 8, 2016: $6,043,300.00Nov 17, 2016: $8,885,794.00Dec 1, 2016: $10,394,935.00Dec 20, 2016: $11,751,602.00Jan 24, 2017: $13,153,817.00Feb 2, 2017: $13,897,674.00Feb 2, 2017

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$13,153,817 → $13,897,674
  • Reported investors41 → 45

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 2, 2017Amendment$13,897,674$743,857vs Jan 24, 201745SEC filing
Jan 24, 2017Amendment$13,153,817$1,402,215vs Dec 20, 201641SEC filing
Dec 20, 2016Amendment$11,751,602$1,356,667vs Dec 1, 201635SEC filing
Dec 1, 2016Amendment$10,394,935$1,509,141vs Nov 17, 201630SEC filing
Nov 17, 2016Amendment$8,885,794$2,842,494vs Nov 8, 201625SEC filing
Nov 8, 2016Amendment$6,043,300$1,962,414vs Oct 27, 201616SEC filing
Oct 27, 2016Amendment$4,080,886$2,821,700vs Oct 17, 201611SEC filing
Oct 17, 2016Initial$1,259,186No comparison3SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$695K (estimated)
Finders' fees
$0
Form D file number
021-272590
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Lois A. Leynse2949395HD Vest Investment Services · CRD 13686
Joseph G. Michaletz1327534Concorde Investment Services, LLC · CRD 151604
Roger T. Tadsen1053510Northland Sercurites, Inc. · CRD 40258
John E. Bishop866202Colorado Financial Service Corporation · CRD 104343
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
Chay Lapin6275140Colorado Financial Service Corporation · CRD 104343
Jeffrey B. Baker2102752Vanderbilt Securites, LLC · CRD 5953
Eric A. Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
Silver Portal Capital LLC114290Silver Portal Capital LLC · CRD 114290
Nathaniel M. Kuhn4324143Concorde Investment Services, LLC · CRD 151604
Dwight K. Kay5376903Colorado Financial Services Corporation · CRD 104343
Trawnegan Gall6266415Sandlappers Securities, LLC · CRD 137906
John P. Harvey Jr.4227692Sandlapper Securities, LLC · CRD 137906
Jeffrey L. Davis1344594Michigan Securities, Inc. · CRD 101600
David B. Levinson705929Westpark Capital, Inc. · CRD 39914
Verln B. Dewit2188795Parkland Securites, LLC · CRD 115368
William S. Sheehan1412333Concorder Investment Services, LLC · CRD 151604
Christina S. Nielson4866971Primex · CRD 29394
John T. Christy4573758Royal Alliance Associates, Inc. · CRD 23131
Michael A. Bendix5379777Cedar Crest Advisors, LLC · CRD 187514
Robert J. Eckhardt4095330Sagepoint Financial, Inc, · CRD 133763
Todd D. Carter3076663Kalos Capital, Inc. · CRD 44337
Inland Securites Corporation15807Inland Securites Corporation · CRD 15807

Source: Form D, filed Feb 2, 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
NameReported role
Exchange, L.L.C. Indianapolis Medical Office Promoter
L.L.C. Indianapolis Medical Office, 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