Form D · Other Real Estate

JWCM Heights West, DST

New York, NY · CIK 0001940976

Offering snapshot reported Mar 24, 2023 · SEC filing

Reported sold
$14.9M
Offering amount: $14.9M
Investors reported
42
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 23, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.44M$14.9MSep 6, 2022: $3,704,520.00Sep 6, 2022Sep 23, 2022: $5,285,964.00Oct 11, 2022: $7,561,239.00Oct 28, 2022: $11,561,965.00Dec 2, 2022: $11,959,547.00Dec 30, 2022: $13,976,047.00Jan 18, 2023: $14,436,866.00Mar 24, 2023: $14,882,588.00Mar 24, 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$14,436,866 → $14,882,588
  • Reported investors40 → 42

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 24, 2023Amendment$14,882,588$445,722vs Jan 18, 202342SEC filing
Jan 18, 2023Amendment$14,436,866$460,819vs Dec 30, 202240SEC filing
Dec 30, 2022Amendment$13,976,047$2,016,500vs Dec 2, 202239SEC filing
Dec 2, 2022Amendment$11,959,547$397,582vs Oct 28, 202235SEC filing
Oct 28, 2022Amendment$11,561,965$4,000,726vs Oct 11, 202232SEC filing
Oct 11, 2022Amendment$7,561,239$2,275,275vs Sep 23, 202221SEC filing
Sep 23, 2022Amendment$5,285,964$1,581,444vs Sep 6, 202213SEC filing
Sep 6, 2022Initial$3,704,520No comparison7SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.46M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-457954
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
DAI Securities, LLC36673
Edward Fernandez2956661Capulent LLC · CRD 155155
Jacob Adams4975889Realized Financial, Inc. · CRD 22333
Steve Haskell6864948FNEX Capital, LLC · CRD 166316
Clay Schmidt6920482Realized Financial, Inc. · CRD 22333
Matt McFarland6675310FNEX Capital, LLC · CRD 166316
Amr Tenney5506866Realized Financial, Inc. · CRD 22333
Tommy Olsen7338381FNEX Capital, LLC · CRD 166316
McKenna Duncan7310472Realized Financial, Inc. · CRD 22333

Source: Form D, filed Mar 24, 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
N/A Jwcm Exchange I, Llc Executive
N/A Jwcm Heights West Depositor, Llc Executive
N/A Jwcm Heights West Manager, Llc Executive
Jason Warsavsky Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
445 Park Avenue Suite 2101
New York, NY, 10022