Form D · Commercial
Keystone 1031 Net Leased Portfolio DST
Jericho, NY · CIK 0001885853
Offering snapshot reported Mar 3, 2022 · SEC filing
- Reported sold
- $12.3M Offering amount: $15.4M
- Investors reported
- 30 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Nov 30, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 30
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 3, 2022 | Amendment | $12,339,322 | No comparison | 30 | SEC filing |
| Nov 8, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.23M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-420259
Beneficial interests in a Delaware statutory trust
The Managing Broker-Dealer will receive selling commissions of $922,500 + MBD fee of $153,750 + marketing and due diligence allowance of $153,750 from the equity portion of the offering proceeds
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Insight Investment Advisors LLC | 286497 | |
| Emerson Equity LLC | 130032 | |
| Much Wealth Management, Inc. | 150356 | |
| Triumph Capital Management | 282814 | |
| Cabin Securities, Inc. | 137608 | |
| Great Point Capital LLC | 114203 | |
| Lighthouse Capital Group LLC | 169135 | |
| Capital Markets IQ, LLC | 134921 | |
| Newbridge Securities Corporation | 104065 |
Source: Form D, filed Mar 3, 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.
| Name | Reported role |
|---|---|
| Keystone 1031 Llc | Executive |
| Michael Packamn | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
350 Jericho Turnpike Suite 302
Jericho, NY, 11753
Jericho, NY, 11753