Form D · Other Real Estate
Lubbock Private Placement DST
Oak Brook, IL · CIK 0001493406
Offering snapshot reported Jan 6, 2011 · SEC filing
- Reported sold
- $8.65M Offering amount: $9.08M
- Investors reported
- 58 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- May 25, 2010 As reported in this filing
Fundraising history
Reported soldDates 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$8,348,322 → $8,651,989
- Reported investors52 → 58
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 6, 2011 | Amendment | $8,651,989 | $303,667vs Nov 19, 2010 | 58 | SEC filing |
| Nov 19, 2010 | Amendment | $8,348,322 | $960,000vs Nov 2, 2010 | 52 | SEC filing |
| Nov 2, 2010 | Amendment | $7,388,322 | $1,153,918vs Oct 4, 2010 | 47 | SEC filing |
| Oct 4, 2010 | Amendment | $6,234,404 | $570,614vs Aug 26, 2010 | 38 | SEC filing |
| Aug 26, 2010 | Amendment | $5,663,790 | $1,305,506vs Aug 6, 2010 | 31 | SEC filing |
| Aug 6, 2010 | Amendment | $4,358,284 | $690,608vs Jul 15, 2010 | 19 | SEC filing |
| Jul 15, 2010 | Amendment | $3,667,676 | $2,084,069vs Jun 4, 2010 | 11 | SEC filing |
| Jun 24, 2010 | Amendment | $2,304,088 | $720,481vs Jun 4, 2010 | 6 | SEC filing |
| Jun 4, 2010 | Initial | $1,583,607 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $635K
- Finders' fees
- $0
- Form D file number
- 021-142986
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Inland Securities Corporation | 15807 | Inland Securities Corporation · CRD 15807 |
| Deanna R. Pickering | 4902439 | 1st Global Capital Corp. · CRD 30349 |
| Craig M. Rollins | 1896698 | Triad Advisors, Inc. · CRD 25803 |
| Michael J. Lavery | 1944348 | Investment Planners, Inc. · CRD 18557 |
| John M. Lavery | 2659827 | Investment Planners, Inc. · CRD 18557 |
| David N. Chick | 842860 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Michael W. Newton | 2185103 | Investment Planners, Inc. · CRD 18557 |
| Gary L. Chapman | 5244594 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Patrick R. Conway | 1337831 | Investacorp, Inc. · CRD 7684 |
| John G. Chess | 4812430 | Investors Capital Corp. · CRD 30613 |
| Thomas J. Ealy | 863042 | Investment Planners, Inc. · CRD 18557 |
| Christopher Mackenzie | 4164821 | Investment Planners, Inc. · CRD 18557 |
| Timothy J. Scheibel, Sr. | 1749844 | Investacorp, Inc. · CRD 7684 |
| Peter A. Finnegan | 1336798 | Steven L. Falk & Associates, Inc. · CRD 14297 |
| Douglas S. Veitch, Sr. | 1744372 | Woodbury Financial Services, Inc. · CRD 421 |
| David J. Florell | 5210813 | Woodbury Financial Services, Inc. · CRD 421 |
| Damian J. Dering | 2854253 | Independent Financial Group, Inc. · CRD 7717 |
| Timothy K. Whipple | 2829688 | Triad Advisors, Inc. · CRD 25803 |
| Michael Stieglitz | 4623788 | 1st Global Capital Corp. · CRD 30349 |
| Francis J. Jones, Jr. | 4491511 | 1st Global Capital Corp. · CRD 30349 |
| Gary G. Benson | 1182211 | NPB Financial Group, LLC · CRD 137743 |
| Roger T. Tadsen | 105310 | Northland Securities, Inc. · CRD 40258 |
| Vincent R. Bailey, Sr. | 1845517 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| David L. Cowguill | 1275601 | Woodbury Financial Services, Inc. · CRD 421 |
| Bruce C. Hatter | 2963171 | Proequities, Inc. · CRD 15708 |
| David E. White | 3065017 | 1st Global Capital Corp. · CRD 30349 |
| Shirley J. Ju | 1612247 | Steven L. Falk & Associates Inc. · CRD 14297 |
| Joseph G. Michaletz | 1327534 | Triad Advisors, Inc. · CRD 25803 |
| Steven M. Netzel | 2863170 | Madison Avenue Securities, Inc. · CRD 23224 |
Source: Form D, filed Jan 6, 2011. 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 |
|---|---|
| Capital Corporation Inland Private | Promoter |
| Exchange Corporation Inland Real Estate | Promoter |
| Exchange, L.L.C. Lubbock | Promoter |
| Private Placement, L.L.C. Lubbock | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523