Form D · Other Real Estate

JLLX Whitestown, DST

Chicago, IL · CIK 0001849892

Offering snapshot reported Nov 12, 2021 · SEC filing

Reported sold
$31.1M
Offering amount: $32.4M
Investors reported
35
Form D · investor count
Minimum accepted
$75K
Reported outside-investor minimum
First sale
Mar 29, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.5M$31.1MApr 12, 2021: $520,000.00Apr 12, 2021Nov 12, 2021: $31,093,942.00Nov 12, 2021

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$520,000 → $31,093,942
  • Reported investors1 → 35
  • Minimum accepted$500,000 → $75,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 12, 2021Amendment$31,093,942$30,573,942vs Apr 12, 202135SEC filing
Apr 12, 2021Initial$520,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.27M (estimated)
Finders' fees
$0
Form D file number
021-395356

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LaSalle Investment Management Distributors, LLC157625
Morgan Stanley149777
Corey E. Smith4979676Great Point Capital LLC · CRD 114203
Rob Johnson4318220Thornhill Securities, Inc. · CRD 22333
Charles P. Brown1833265Commonwealth Financial Network · CRD 8032
Joseph G. Michaletz1327534DAI Securities, LLC · CRD 8032
Michael E. O'Toole6336251DAI Securities, LLC · CRD 36673
Christina S. Nielson4866971DAI Securities, LLC · CRD 36673
Bryan C. Hakola4161289Concorde Investment Services, LLC · CRD 151604
Daniel J. Mercer6698392Emerson Equity LLC · CRD 130032
Richard W. Fairchild, Jr.5377985RBC Capital Markets, LLC · CRD 31194
Dan B. Roberts1444433Commonwealth Financial Network · CRD 8032

Source: Form D, filed Nov 12, 2021. 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