Form D · Other Real Estate

JLLX Stony Point, DST

Chicago, IL · CIK 0001890491

Offering snapshot reported Oct 3, 2022 · SEC filing

Reported sold
$55.9M
Offering amount: $56.8M
Investors reported
39
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Oct 22, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$27.9M$55.9MNov 3, 2021: $256,969.00Nov 3, 2021Dec 29, 2021: $41,943,064.00Oct 3, 2022: $55,890,178.00Oct 3, 2022: $55,890,178.00Oct 3, 2022

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$41,943,064 → $55,890,178
  • Reported investors36 → 39

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 3, 2022Amendment$55,890,178$13,947,114vs Dec 29, 202139SEC filing
Oct 3, 2022Amendment$55,890,178$13,947,114vs Dec 29, 202139SEC filing
Dec 29, 2021Amendment$41,943,064$41,686,095vs Nov 3, 202136SEC filing
Nov 3, 2021Initial$256,969No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$3.98M (estimated)
Finders' fees
$0
Form D file number
021-419615

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LaSalle Investment Management Distributors, LLC157625
ETHAN DAVID LINDBLOOM4072349JANNEY MONTGOMERY SCOTT LLC · CRD 464
MORGAN STANLEY149777
BARRY JOSEPH SALUK1649461JANNEY MONTGOMERY SCOTT LLC · CRD 463
David John Funes5467419THORNHILL SECURITIES, INC. · CRD 22333
Joseph Patrick Werner6645379LaSalle Investment Management Distributors, LLC LaSalle Investment Management Distributors, LLC · CRD 157625
Robert Johnson4318220THORNHILL SECURITIES, INC. · CRD 22333
Jessica Healy6589558METROPOLITAN CAPITAL INVESTMENT BANC, INC. · CRD 148820
FRANK JOHNSTON III867418RBC CAPITAL MARKETS, LLC · CRD 31194
RUSSELL SAMUEL SHERRED III829137RBC CAPITAL MARKETS, LLC · CRD 31194

Source: Form D, filed Oct 3, 2022. 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 Promoter
N/A La Salle Investment Management, Inc Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

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