Form D · Other Real Estate

Mt. Pleasant Retail Venture DST

Oak Brook, IL · CIK 0001558970

Offering snapshot reported May 22, 2013 · SEC filing

Reported sold
$11.1M
Offering amount: $11.1M
Investors reported
44
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 17, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.56M$11.1MSep 26, 2012: $1,430,922.00Sep 26, 2012Nov 2, 2012: $3,682,719.00Nov 15, 2012: $3,767,719.00Dec 12, 2012: $5,130,767.00Jan 2, 2013: $8,563,662.00Jan 18, 2013: $8,905,968.00Feb 12, 2013: $9,610,093.00Feb 27, 2013: $10,373,746.00Mar 14, 2013: $10,664,372.00Mar 27, 2013: $11,074,372.00May 22, 2013: $11,110,235.00May 22, 2013

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$11,074,372 → $11,110,235

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 22, 2013Amendment$11,110,235$35,863vs Mar 27, 201344SEC filing
Mar 27, 2013Amendment$11,074,372$410,000vs Mar 14, 201344SEC filing
Mar 14, 2013Amendment$10,664,372$290,626vs Feb 27, 201342SEC filing
Feb 27, 2013Amendment$10,373,746$763,653vs Feb 12, 201340SEC filing
Feb 12, 2013Amendment$9,610,093$704,125vs Jan 18, 201336SEC filing
Jan 18, 2013Amendment$8,905,968$342,306vs Jan 2, 201330SEC filing
Jan 2, 2013Amendment$8,563,662$3,432,895vs Dec 12, 201228SEC filing
Dec 12, 2012Amendment$5,130,767$1,363,048vs Nov 15, 201222SEC filing
Nov 15, 2012Amendment$3,767,719$85,000vs Nov 2, 201214SEC filing
Nov 2, 2012Amendment$3,682,719$2,251,797vs Sep 26, 201212SEC filing
Sep 26, 2012Initial$1,430,922No comparison4SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$778K (estimated)
Finders' fees
$0
Form D file number
021-184675
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
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Shirley J. Ju1612247McDermott Investment Services, LLC · CRD 154926
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Barry W. LeMay306332Concorde Investment Services, LLC · CRD 151604
Nathaniel M. Kuhn4624143Investacorp, Inc. · CRD 7684
Peter Fisher1259923Investacorp, Inc. · CRD 7684
Robert J. Binkele2393598J.P. Turner & Company, L.L.C. · CRD 43177
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Michael A. Bendix5379777DFPG Investments, Inc. · CRD 155576
Mark L. Lopez11289661st Global Capital Corp. · CRD 30349
Roger T. Tadsen1053510Northland Securities, Inc. · CRD 40258
James M. Lamont2846228Independent Financial Group, LLC · CRD 7717
Gregory S. Horning2921711Triad Advisors, Inc. · CRD 25803
Jens A. Andersen, III44633151st Global Capital Corp. · CRD 30349
Douglas J. Lagerstrom2177433Kovack Securities Inc. · CRD 44848
Danny R. Hughes44193651st Global Capital Corp. · CRD 30349
Kyle H. Imholte54489501st Global Capital Corp. · CRD 30349
Wenjinn J. Chang4536266Independent Financial Group, LLC · CRD 7717
William P. Brennan3090544Independent Financial Group, LLC · CRD 7717
Michael D. Shinault40986261st Global Capital Corp. · CRD 30349
John G. Chess4812430Investacorp, Inc. · CRD 7684
James D. Koester4454750Concorde Investment Services, LLC · CRD 151604
Tracy R. Turner1385745Colorado Financial Service Corporation · CRD 104343
Vincent R. Bailey, Sr.1845517Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Brian H. Solomon1715160Independent Financial Group, LLC · CRD 7717
Carlaann E. Goedtke2802912American Portfolios Financial Services, Inc. · CRD 18487
Gene A. Brehm28154371st Global Capital Corp. · CRD 30349
Athena Chang4792507
Bruce S. Hesse26386721st Global Capital Corp. · CRD 30349
William S. Sheehan2328614DFPG Investments, Inc. · CRD 155576

Source: Form D, filed May 22, 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
NameReported role
Capital Corporation Inland Private Promoter
Retail Venture, L.L.C. Mt. Pleasant Promoter
Venture Exchange, L.L.C. Mt. Pleasant Retail Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523