Form D · Other Real Estate

Miami Office DST

Oak Brook, IL · CIK 0001506216

Offering snapshot reported Mar 11, 2011 · SEC filing

Reported sold
$8.22M
Offering amount: $8.22M
Investors reported
34
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 27, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.11M$8.22MNov 19, 2010: $2,014,883.00Nov 19, 2010Dec 14, 2010: $2,705,288.00Dec 14, 2010Jan 5, 2011: $7,180,471.00Jan 5, 2011Jan 24, 2011: $7,987,814.00Mar 11, 2011: $8,221,228.00Mar 11, 2011

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$7,987,814 → $8,221,228
  • Reported investors33 → 34

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 11, 2011Amendment$8,221,228$233,414vs Jan 24, 201134SEC filing
Jan 24, 2011Amendment$7,987,814$807,343vs Jan 5, 201133SEC filing
Jan 5, 2011Amendment$7,180,471$4,475,183vs Dec 14, 201026SEC filing
Dec 14, 2010Amendment$2,705,288$690,405vs Nov 19, 201017SEC filing
Nov 19, 2010Initial$2,014,883No comparison12SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$575K
Finders' fees
$0
Form D file number
021-150799
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
William S. Sheehan2328614Investors Capital Corp. · CRD 30613
Robert S. Smith1412333Pacific West Securities, Inc. · CRD 6390
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Christina S. Nielson4866971Omni Brokerage, Inc. · CRD 16878
Thomas D. Searles, II1086478National Planning Corporation · CRD 29604
Donovan T. Kelly2622366Pacific West Securities, Inc. · CRD 6390
Laila S. Marshallpence710521LPL Financial Corporation · CRD 6413
Patrick R. Conway1337831Investacorp, Inc. · CRD 7684
Sandra J. Wagner4407622Sii Investments, Inc. · CRD 2225
Michael A. Bendix5379777Omni Brokerage, Inc. · CRD 16878
Michael D. Shanahan4230069LPL Financial Corporation · CRD 6413
John G. Chess4812430Investors Capital Corp. · CRD 30613
Robert J. Bateman3240224FSC Securities Corporation · CRD 7461
Donald I. Kuhs, Jr.726678Royal Alliance Securities, Inc. · CRD 23131
Steven M. Netzel2863170Madison Avenue Securities, Inc. · CRD 23224
Kirk M. Balin4590715Securities Service Network, Inc. · CRD 13318
Delmar V. McKinney II1186853First Allied Securities, Inc. · CRD 32444
Vincent R. Bailey, Sr.1845517Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Nathan L. Rewerts2913269Investment Planners, Inc. · CRD 18557
Christopher G. Conness4778193G.F. Investment Services, LLC · CRD 132939
Mark G. Kosanke2317906Concorde Investment Services, LLC · CRD 151604
Gregory A. Merritt1489718Concorde Investment Services, LLC · CRD 151604
Mary A. O'Connor43200831st Global Capital Corp. · CRD 30349
Gregory D. Collins2299365American Portfolio Financial Services, Inc. · CRD 18487
Edward T. Coda1776811National Planning Corporation · CRD 29604
Matthew W. Hunnicutt4653059Sii Investments, Inc. · CRD 2225
Galen K. Unruh2913269Investment Planners, Inc. · CRD 18557
Bryan W. Bartschi2188887Securities America, Inc. · CRD 10205
Peter A. Finnegan1336798Phalanx Trading, LLC · CRD 146993
Jeffrey S. Gurman2112531Woodbury Financial Services, Inc. · CRD 421
Douglas E. Frazier2979461LPL Financial LLC · CRD 6413

Source: Form D, filed Mar 11, 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.

People and organizations reported in Form D filings
NameReported role
Capital Corporation Inland Private Promoter
Office, L.L.C. Miami Promoter
Exchange, L.L.C. Miami Office Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523