Form D · Other Real Estate

JLLX Diversified 9, DST

Chicago, IL · CIK 0002058039

Offering snapshot reported Jul 28, 2025 · SEC filing

Reported sold
$157M
Offering amount: $168M
Investors reported
150
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Mar 7, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$78.3M$157MMar 17, 2025: $6,023,568.00Mar 17, 2025Apr 1, 2025: $17,019,631.00Apr 15, 2025: $27,441,644.00Apr 29, 2025: $60,304,708.00May 12, 2025: $95,077,810.00May 27, 2025: $120,514,284.00Jun 10, 2025: $148,534,801.00Jul 28, 2025: $156,563,376.00Jul 28, 2025

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$148,534,801 → $156,563,376
  • Reported investors139 → 150

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 28, 2025Amendment$156,563,376$8,028,575vs Jun 10, 2025150SEC filing
Jun 10, 2025Amendment$148,534,801$28,020,517vs May 27, 2025139SEC filing
May 27, 2025Amendment$120,514,284$25,436,474vs May 12, 2025115SEC filing
May 12, 2025Amendment$95,077,810$34,773,102vs Apr 29, 202588SEC filing
Apr 29, 2025Amendment$60,304,708$32,863,064vs Apr 15, 202559SEC filing
Apr 15, 2025Amendment$27,441,644$10,422,013vs Apr 1, 202535SEC filing
Apr 1, 2025Amendment$17,019,631$10,996,063vs Mar 17, 202519SEC filing
Mar 17, 2025Initial$6,023,568No comparison5SEC filing
Feb 25, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$11.8M (estimated)
Finders' fees
$0
Form D file number
021-541117

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LaSalle Investment Management Distributors, LLC157625
John Phipps1222953Janney Montgomery Scott LLC · CRD 463
Kevin Smith4422934Janney Montgomery Scott LLC · CRD 463
John C. Rapport5748254Rockefeller Financial LLC · CRD 291361
Preston Daniels5067103Robert W. Baird & Co., Incorporated · CRD 8158
Charles W. Hartford5707853Rockefeller Financial LLC · CRD 291361
William Baugh2177490RBC Capital Markets, LLC · CRD 31194
Nicholas Paul Abbott4818301Independent Financial Group, LLC · CRD 7717
Christina S. Nielson4866971DAI Securities, LLC · CRD 36673
Austin Verity2180858Oppenheimer & Co. Inc. · CRD 249
Jason Burkett4788149RBC Capital Markets, LLC · CRD 31194
David Schrager4439834RBC Capital Markets, LLC · CRD 31194
Merrill Lynch, Pierce, Fenner & Smith Incorporated7691
Brianna Gieselman7570195Realized Financial, Inc. · CRD 22333
Morgan Stanley149777
Joseph Nugent4019776Arkadios Capital · CRD 282710
Yanni Diamond4513328Commonwealth Financial Network · CRD 8032
Eric Elek3062911Commonwealth Financial Network · CRD 8032
Robert Clayton Schmidt6920482Realized Financial, Inc. · CRD 22333
Concorde Investment Services, LLC151604
LPL Financial LLC6413
Robert Shealy2434417Janney Montgomery Scott LLC · CRD 463
Giulia A. Laplante7124233RBC Capital Markets, LLC · CRD 31194
Harry Joseph Kennedy6135795Janney Montgomery Scott LLC · CRD 463
John Sheehan1341640Rockefeller Financial LLC · CRD 291361

Source: Form D, filed Jul 28, 2025. 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
Gregory A. Falk Executive
N/A Jll Exchange Trs, Llc Executive
N/A La Salle Investment Management, Inc. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
333 West Wacker Drive Suite 2300
Chicago, IL, 60606