Form D · Other Real Estate

Medical Office Portfolio DST

Oak Brook, IL · CIK 0001619928

Offering snapshot reported Dec 24, 2014 · SEC filing

Reported sold
$16.5M
Offering amount: $16.5M
Investors reported
35
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 10, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.27M$16.5MSep 23, 2014: $7,582,426.00Sep 23, 2014Oct 6, 2014: $12,660,383.00Oct 17, 2014: $13,237,777.00Oct 17, 2014Dec 24, 2014: $16,543,467.00Dec 24, 2014

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$13,237,777 → $16,543,467
  • Reported investors28 → 35

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 24, 2014Amendment$16,543,467$3,305,690vs Oct 17, 201435SEC filing
Oct 17, 2014Amendment$13,237,777$577,394vs Oct 6, 201428SEC filing
Oct 6, 2014Amendment$12,660,383$5,077,957vs Sep 23, 201424SEC filing
Sep 23, 2014Initial$7,582,426No comparison16SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$786K (estimated)
Finders' fees
$0
Form D file number
021-225186
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
Nathaniel M. Kuhn451126Concorde Investment Services, LLC · CRD 151604
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Mark G. Kosanke2317906Concorde Investment Services, LLC · CRD 151604
Trawnegan Gall6266415Sandlapper Securities, LLC · CRD 137906
Edwin T. Suzuki4851317Newport Coast Securities, Inc. · CRD 16944
Chay T. Lapin6275140Concorde Investment Services, LLC · CRD 151604
Susan J. Gitt5580509EDI Financial, Inc. · CRD 15699
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Peter A. Finnegan1336798Phalanx Trading, LLC · CRD 146993
James D. Warring3198200Triad Advisors, Inc. · CRD 25803
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
John P. Gustavson4045015CliftonLarsonAllen Wealth Advisors, LLC · CRD 38357
William S. Sheehan2328614DFPG Investments, Inc. · CRD 155576
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604

Source: Form D, filed Dec 24, 2014. 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
Portfolio, L.L.C. Medical Office Promoter
Portfolio Exchange, L.L.C. Medical Office Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523