Form D · Other Real Estate

JLLX The Preserve at the Meadows, DST

Chicago, IL · CIK 0001886401

Offering snapshot reported Jan 5, 2022 · SEC filing

Reported sold
$36.8M
Offering amount: $38.3M
Investors reported
31
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Oct 19, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$18.4M$36.8MOct 27, 2021: $637,368.00Oct 27, 2021Nov 9, 2021: $17,682,165.00Nov 9, 2021Nov 18, 2021: $18,586,210.00Dec 1, 2021: $29,135,076.00Dec 1, 2021Dec 14, 2021: $35,725,415.00Dec 14, 2021Jan 5, 2022: $36,769,171.00Jan 5, 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$35,725,415 → $36,769,171
  • Reported investors29 → 31

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 5, 2022Amendment$36,769,171$1,043,756vs Dec 14, 202131SEC filing
Dec 14, 2021Amendment$35,725,415$6,590,339vs Dec 1, 202129SEC filing
Dec 1, 2021Amendment$29,135,076$10,548,866vs Nov 18, 202121SEC filing
Nov 18, 2021Amendment$18,586,210$904,045vs Nov 9, 202111SEC filing
Nov 9, 2021Amendment$17,682,165$17,044,797vs Oct 27, 202110SEC filing
Oct 27, 2021Initial$637,368No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.68M (estimated)
Finders' fees
$0
Form D file number
021-418733

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LaSalle Investment Management Distributors, LLC157625
Jason L. McMurtry2871788Concorde Investment Services, LLC · CRD 151604
Scott F. Singer5625389Janney Montgomery Scott LLC · CRD 463
Corey E. Smith4979676Great Point Capital LLC · CRD 114203
Bryan C. Hakola4161289Concorde Investment Services, LLC · CRD 151604
Jonathan H. Harris1957460Commonwealth Financial Network · CRD 8032
Christina Nielson4866971DAI Securities, LLC · CRD 36673
Greg D. Patterson4409270Commonwealth Financial Network · CRD 8032
Joseph G. Michaletz1327534DAI Securities, LLC · CRD 36673
Michael O'Toole6336251DAI Securities, LLC · CRD 36673
Sean R. Frelke5003231RBC Capital Markets, LLC · CRD 31194
Russell S. Sherred III829137RBC Capital Markets, LLC · CRD 31194
Jeffrey A. Schnee1176174Janney Montgomery Scott LLC · CRD 463
Bruce S. Horowitz1333901Commonwealth Financial Network · CRD 8032
Dan B. Roberts1444433Commonwealth Financial Network · CRD 8032
Jahan K. Jewayni4839007Rockefeller Financial LLC · CRD 291361

Source: Form D, filed Jan 5, 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 Executive
N/A La Salle Investment Management, Inc. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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