Form D · Other Real Estate

JLLX West Phoenix Distribution Center DST

Chicago, IL · CIK 0001958148

Offering snapshot reported Jul 6, 2023 · SEC filing

Reported sold
$134M
Offering amount: $147M
Investors reported
87
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Dec 8, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$66.8M$134MDec 13, 2022Dec 30, 2022: $10,301,088.00Jan 12, 2023: $14,717,271.00Jan 31, 2023: $19,996,308.00Feb 14, 2023: $73,413,320.00Mar 13, 2023: $86,919,993.00Mar 29, 2023: $94,721,430.00May 11, 2023: $114,566,099.00Jul 6, 2023: $133,557,987.00Jul 6, 2023

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$114,566,099 → $133,557,987
  • Reported investors81 → 87

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 6, 2023Amendment$133,557,987$18,991,888vs May 11, 202387SEC filing
May 11, 2023Amendment$114,566,099$19,844,669vs Mar 29, 202381SEC filing
Mar 29, 2023Amendment$94,721,430$7,801,437vs Mar 13, 202358SEC filing
Mar 13, 2023Amendment$86,919,993$13,506,673vs Feb 14, 202342SEC filing
Feb 14, 2023Amendment$73,413,320$53,417,012vs Jan 31, 202332SEC filing
Jan 31, 2023Amendment$19,996,308$5,279,037vs Jan 12, 202316SEC filing
Jan 12, 2023Amendment$14,717,271$4,416,183vs Dec 30, 202210SEC filing
Dec 30, 2022Amendment$10,301,088No comparison9SEC filing
Dec 13, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$10.3M (estimated)
Finders' fees
$0
Form D file number
021-467305

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LaSalle Investment Management Distributors, LLC157625
CHRISTINA NIELSON4866971DAI SECURITIES, LLC · CRD 36673
WILLIAM PATRICK BRENNAN3090544INDEPENDENT FINANCIAL GROUP, LLC · CRD 7717
JOSEPH P WERNER6645379LaSalle Investment Management Distributors, LLC · CRD 157625
KAREN LESLIE VARNHAGEN1144429MORGAN STANLEY · CRD 14977
TRACY BIRD4147085MORGAN STANLEY · CRD 14977
DAVID ROBERT ESHAM2215529MORGAN STANLEY · CRD 14977
PIOTR G GALUS5215429MORGAN STANLEY · CRD 14977
PAUL WARREN JACKSON2998795MORGAN STANLEY · CRD 14977
BENJAMIN WILLEY6131772MORGAN STANLEY · CRD 14977
CYNTHIA MARY COUYOUMJIAN1456630INDEPENDENT FINANCIAL GROUP, LLC · CRD 7717
FRANK COULSON III3100920MORGAN STANLEY · CRD 14977
KEVIN HUNTINGTON5934354MORGAN STANLEY · CRD 14977
PAULINA MATEL6125677MORGAN STANLEY · CRD 14977
RICHARD GRUND2284738COMMONWEALTH FINANCIAL NETWORK · CRD 8032
MICHELLE VIZZI4780371INDEPENDENT FINANCIAL GROUP, LLC · CRD 7717
SCOTT MACHEN4578808INDEPENDENT FINANCIAL GROUP, LLC · CRD 7717
DAVID JENNINGS2843403JANNEY MONTGOMERY SCOTT LLC · CRD 463
LENORE DUNLOP7029219MORGAN STANLEY · CRD 149777
GARY R BERGERON5703575MORGAN STANLEY · CRD 149777
DOUGLAS M DIRKS4068542MORGAN STANLEY · CRD 149777
THOMAS RISHOVD2572728MORGAN STANLEY · CRD 149777
HEATHER REED5813143RBC CAPITAL MARKETS LLC · CRD 31194
CHRISTOPHER MICHAEL VIZZI5095868INDEPENDENT FINANCIAL GROUP, LLC · CRD 7717
EDWARD CHRISTIAN GRUBER4369042MORGAN STANLEY · CRD 149777
JASON BURKETT4788149RBC CAPITAL MARKETS LLC · CRD 31194
JOHN PRINCE2138970RBC CAPITAL MARKETS LLC · CRD 31194
RUSSELL DYER5439930MORGAN STANLEY · CRD 149777
KURT NEDDENRIEP2723394MORGAN STANLEY · CRD 149777
BRUCE HOROWITZ1333901COMMONWEALTH FINANCIAL NETWORK · CRD 8032
JAMIE FURLONG6930080CONCORDE INVESTMENT SERVICES, LLC · CRD 151604
CHARLES NORWOOD4497456MORGAN STANLEY · CRD 149777
JOHN CODY MOORE5861459MORGAN STANLEY · CRD 149777
JONATHAN KLEIN5526972MORGAN STANLEY · CRD 149777
JUNGSUN MCCUBBIN5279260MORGAN STANLEY · CRD 149777
KEITH SMITH4944329MORGAN STANLEY · CRD 149777
KEVIN TARRANT5377123MORGAN STANLEY · CRD 149777
LORING BROWN2120640MORGAN STANLEY · CRD 149777
TODD WETZEL2108953MORGAN STANLEY · CRD 149777
JOHN STOMBERGER2165327ROBERT W BAIRD & CO INC · CRD 8158
KEITH LOCKWOOD4141838MORGAN STANLEY · CRD 149777
KERRI SULLIVAN-KREISS2141713COMMONWEALTH FINANCIAL NETWORK · CRD 8032
BRYAN WHITE2711387MORGAN STANLEY · CRD 149777
J SCOTT MILLER4488259MORGAN STANLEY · CRD 149777
JASON HARRIS2388244ROBERT W BAIRD & CO INC · CRD 8158
JEREMY O'BRIEN2354870MORGAN STANLEY · CRD 149777
CHRISTOPHER ROCKWELL6089387JANNEY MONTGOMERY SCOTT LLC · CRD 463
J BRADLEY RAUCH2473544MORGAN STANLEY · CRD 149777
JEREMY BISCEGLIA5083500MORGAN STANLEY · CRD 149777
RYAN BOONE3095956MORGAN STANLEY · CRD 149777
SEAN WHALEN4000934CONCORDE INVESTMENT SERVICES, LLC · CRD 151604
MATTHEW ANDERSON4783763MORGAN STANLEY · CRD 149777
DANIEL RAUPP4079107CONCORDE INVESTMENT SERVICES, LLC · CRD 151604
JEFFERY STEWART4371610MORGAN STANLEY · CRD 149777
WILLIAM CHRISTIAN2930040ROCKEFELLER FINANCIAL LLC · CRD 291361
MARTI MARACHE2393657SANCTUARY SECURITIES INC · CRD 205

Source: Form D, filed Jul 6, 2023. 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
N/A Lipt Reems Road, Llc Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

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