Form D · Other Real Estate

Keller TX Retail DST

Oak Brook, IL · CIK 0001608413

Offering snapshot reported Mar 11, 2015 · SEC filing

Reported sold
$11.9M
Offering amount: $11.9M
Investors reported
41
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 28, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.97M$11.9MJun 4, 2014: $583,550.00Jun 4, 2014Jun 24, 2014: $3,593,103.00Jul 22, 2014: $4,562,985.00Aug 27, 2014: $5,666,138.00Sep 10, 2014: $5,810,602.00Oct 6, 2014: $6,725,602.00Oct 28, 2014: $7,930,830.00Nov 17, 2014: $8,761,883.00Dec 22, 2014: $11,342,868.00Jan 20, 2015: $11,492,868.00Jan 28, 2015: $11,923,107.00Jan 29, 2015: $11,923,107.00Mar 11, 2015: $11,933,690.00Mar 11, 2015

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$11,923,107 → $11,933,690
  • Reported investors40 → 41

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 11, 2015Amendment$11,933,690$10,583vs Jan 29, 201541SEC filing
Jan 29, 2015Amendment$11,923,107$0vs Jan 28, 201540SEC filing
Jan 28, 2015Amendment$11,923,107$430,239vs Jan 20, 201540SEC filing
Jan 20, 2015Amendment$11,492,868$150,000vs Dec 22, 201439SEC filing
Dec 22, 2014Amendment$11,342,868$2,580,985vs Nov 17, 201437SEC filing
Nov 17, 2014Amendment$8,761,883$831,053vs Oct 28, 201430SEC filing
Oct 28, 2014Amendment$7,930,830$1,205,228vs Oct 6, 201426SEC filing
Oct 6, 2014Amendment$6,725,602$915,000vs Sep 10, 201419SEC filing
Sep 10, 2014Amendment$5,810,602$144,464vs Aug 27, 201417SEC filing
Aug 27, 2014Amendment$5,666,138$1,103,153vs Jul 22, 201416SEC filing
Jul 22, 2014Amendment$4,562,985$969,882vs Jun 24, 201411SEC filing
Jun 24, 2014Amendment$3,593,103$3,009,553vs Jun 4, 20146SEC filing
Jun 4, 2014Initial$583,550No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$716K (estimated)
Finders' fees
$0
Form D file number
021-218530
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Harry R. Tyler451126
Christina S. Nielson4866971Primex · CRD 29394
Carol J. Child4682893Cambridge Investment Research, Inc. · CRD 39543
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Roger T. Tadsen1053510Northland Securities, Inc. · CRD 40258
Dwight K. Kay5376903Concorde Investment Services, LLC · CRD 151604
Gary G. Benson1182211NPB Financial Group, LLC · CRD 137743
William A. Morrow836500Independent Financial Group, Inc. · CRD 7717
Drew F. Dedelow4899291DFPG Investments, Inc. · CRD 155576
David R. Koehler4832628Independent Financial Group, LLC · CRD 7717
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
Jeffrey S. Gurman2112531Cambridge Investment Research, Inc. · CRD 39543
Christopher R. Bice3222439Sagepoint Financial, Inc. · CRD 133763
Mark S. Gopen2989672National Securities Corporation · CRD 7569
Alex M. Weissman2568247National Securities Corporation · CRD 7569
Damon C. Gonzalez4274704Cambridge Investment Research, Inc. · CRD 39543
Robert R. Tweed2339324Concorde Financial Services, LLC · CRD 151604
Joseph A. Nugent4019776Concorde Investment Services, LLC · CRD 151604
Robert A. Horning2311640Centaurus Financial, Inc. · CRD 30833
Trawnegan Gall6266415Sandlapper Securities, LLC · CRD 137906
Randy A. Barmache4607939Newport Coast Securities, Inc. · CRD 16944
Mark D. Tetreault2453551Independent Financial Group, LLC · CRD 7717
Scott A. Berg1053783Investment Architects, Inc. · CRD 17774
Rocco J. Scarsella1280846Cambridge Investment Research, Inc. · CRD 39543
Lisa B. Sherman1259510National Securities Corporation · CRD 7569
Gergory G. Scrydloff2088063National Securities Corporation · CRD 7569
Michael A. Bendix5379777DFPG Investments, Inc. · CRD 155576
Raymond W. Harrison2287436Cambridge Investment Research, Inc. · CRD 39543
Brian A. Peardon4819319Cambridge Investment Research, Inc. · CRD 39543
Kenneth L. Okuno2629893Transamerica Financial Advisors, Inc. · CRD 16164
Anil Gulati1137733Woodbury Financial Services, Inc. · CRD 421
Brandon S. Wagner4992650Woodbury Financial Services, Inc. · CRD 421
Richard J. Gow2350424Lara, May & Associates, LLC · CRD 145589
Jerry L. Walker5457031FSC Securities Corporation · CRD 7461
Timothy K. Whipple2829688DFPG Investments, Inc. · CRD 155576

Source: Form D, filed Mar 11, 2015. 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
Capital Corporation Inland Private Promoter
Retail, L.L.C. Keller Tx Promoter
Retail Exchange, L.L.C. Keller Tx Promoter
Keith Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523