Form D · Other Real Estate

JLLX Taunton Distribution Center, DST

Chicago, IL · CIK 0002005127

Offering snapshot reported Aug 27, 2024 · SEC filing

Reported sold
$52.1M
Offering amount: $59.9M
Investors reported
116
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Jan 19, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$26.1M$52.1MFeb 1, 2024: $250,705.00Feb 1, 2024Feb 14, 2024: $492,945.00Feb 27, 2024: $1,654,815.00Mar 12, 2024: $3,610,437.00Apr 2, 2024: $6,055,279.00Apr 16, 2024: $10,874,415.00Apr 24, 2024: $14,765,877.00May 7, 2024: $29,483,488.00May 22, 2024: $35,559,276.00Jun 11, 2024: $43,026,265.00Jun 25, 2024: $46,201,464.00Jul 22, 2024: $51,277,771.00Aug 27, 2024: $52,117,472.00Aug 27, 2024

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$51,277,771 → $52,117,472
  • Reported investors112 → 116

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 27, 2024Amendment$52,117,472$839,701vs Jul 22, 2024116SEC filing
Jul 22, 2024Amendment$51,277,771$5,076,307vs Jun 25, 2024112SEC filing
Jun 25, 2024Amendment$46,201,464$3,175,199vs Jun 11, 202497SEC filing
Jun 11, 2024Amendment$43,026,265$7,466,989vs May 22, 202487SEC filing
May 22, 2024Amendment$35,559,276$6,075,788vs May 7, 202467SEC filing
May 7, 2024Amendment$29,483,488$14,717,611vs Apr 24, 202451SEC filing
Apr 24, 2024Amendment$14,765,877$3,891,462vs Apr 16, 202431SEC filing
Apr 16, 2024Amendment$10,874,415$4,819,136vs Apr 2, 202424SEC filing
Apr 2, 2024Amendment$6,055,279$2,444,842vs Mar 12, 202416SEC filing
Mar 12, 2024Amendment$3,610,437$1,955,622vs Feb 27, 20249SEC filing
Feb 27, 2024Amendment$1,654,815$1,161,870vs Feb 14, 20245SEC filing
Feb 14, 2024Amendment$492,945$242,240vs Feb 1, 20242SEC filing
Feb 1, 2024Initial$250,705No comparison1SEC filing
Dec 21, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$4.2M (estimated)
Finders' fees
$0
Form D file number
021-504120

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LaSalle Investment Management Distributors, LLC157625
Bryan Hakola4161289Concorde Investment Services, LLC · CRD 151604
Jason McMurty2871788Concorde Investment Services, LLC · CRD 151604
Gabe Candea5531840Emerson Equity LLC · CRD 130032
John Paul Ledesma2379751Emerson Equity LLC · CRD 130032
Steve Hadder2024227Independent Financial Group, LLC · CRD 7717
Amr Tenney5506866Realized Financial, Inc. · CRD 22333
Jacob Driver7738978Concorde Investment Services, LLC · CRD 151604
Merrill Lynch Pierce Fenner & Smith Incorporated7691
LPL Financial LLC6413
Logan Reed5354145Janney Montgomery Scott LLC · CRD 463
RBC Capital Markets LLC31194
Morgan Stanley149777
Jeff Golden4557838William Blair · CRD 1252
Charles Hartford5707853Rockefeller Financial LLC · CRD 291361
Kris Maksimovich4185617Commonwealth Financial Network · CRD 8032
David Jennings2843403Janney Montgomery Scott LLC · CRD 463
Kevin Newton6727036Robert W. Baird & Co. Incorporated · CRD 8158
Richard Gann4623806Concorde Investment Services, LLC · CRD 151604

Source: Form D, filed Aug 27, 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.

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