Form D · Other Investment Fund

Milestone III REIT, LLC

Dallas, TX · CIK 0001554226

Offering snapshot reported Jan 9, 2013 · SEC filing

Reported sold: $50.1M
Investors reported: 126
Minimum accepted: $0
First sale: Jun 22, 2011

Fundraising history

Reported sold

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$50,000,000 → $50,125,000
Reported investors1 → 126

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 9, 2013	Amendment	$50,125,000	$125,000vs Aug 10, 2012	126	SEC filing
Aug 10, 2012	Initial	$50,000,000	No comparison	1	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $6.25K
Finders' fees: $0
Form D file number: Not reported

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
n/a	None	H & L Equities, LLC · CRD 113794

Source: Form D, filed Jan 9, 2013. 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
Name	Reported role
Jeffrey L. Goldberg	Executive
Robert P. Landin	Executive
N/A Milestone Investors Lp	Director
N/A Milestone Real Estate Investors Iii, Lp	Director
N/A Mrei Gp Iii, Llc	Director
N/A The Milestone Group, Llc	Director
N/A The Milestone Real Estate Group, L.P.	Director
N/A Tmg Investors Gp Llc	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

5429 Lbj Freeway, Suite 800
Dallas, TX, 75240