Form D · Other Real Estate

National Net Lease Portfolio III DST

Oak Brook, IL · CIK 0001576281

Offering snapshot reported Sep 10, 2013 · SEC filing

Reported sold
$12.3M
Offering amount: $12.3M
Investors reported
41
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 30, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.14M$12.3MMay 13, 2013: $1,850,000.00May 13, 2013Jun 5, 2013: $3,987,109.00Jun 5, 2013Jul 2, 2013: $7,000,076.00Jul 2, 2013Jul 16, 2013: $9,803,160.00Aug 1, 2013: $10,880,263.00Aug 1, 2013Sep 10, 2013: $12,283,677.00Sep 10, 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$10,880,263 → $12,283,677
  • Reported investors36 → 41

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 10, 2013Amendment$12,283,677$1,403,414vs Aug 1, 201341SEC filing
Aug 1, 2013Amendment$10,880,263$1,077,103vs Jul 16, 201336SEC filing
Jul 16, 2013Amendment$9,803,160$2,803,084vs Jul 2, 201330SEC filing
Jul 2, 2013Amendment$7,000,076$3,012,967vs Jun 5, 201323SEC filing
Jun 5, 2013Amendment$3,987,109$2,137,109vs May 13, 201313SEC filing
May 13, 2013Initial$1,850,000No comparison6SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$737K (estimated)
Finders' fees
$0
Form D file number
021-196393
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
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
Cara M. Miller4521819Proequities, Inc. · CRD 15708
William S. Sheehan2328614DFPG Investments, Inc. · CRD 155576
Dwight K. Kay5376903Concorde Investment Services, LLC · CRD 151604
Sally W. Ng1915190LPL Financial LLC · CRD 6413
Richard B. Sorensen1835676LPL Financial LLC · CRD 6413
Laila S. Marshall-Pence710521LPL Financial LLC · CRD 6413
Donald S. Meredith1867703Concorde Investment Services, LLC · CRD 151604
John G. Chess4812430Investacorp, Inc. · CRD 7684
Gene Ka2048557Comprehensive Asset Management and Servicing, Inc. · CRD 43814
Allan L. Watson5348527Investment Planners, Inc. · CRD 18557
James W. Herrig1684201Proequities, Inc. · CRD 15708
George R. Veater1482361LPL Financial LLC · CRD 6413
Brian D. Vosberg4476509Centaurus Financial, Inc. · CRD 30833
Michael A. Bendix5379777DFPG Investments, Inc. · CRD 155576
Jonathan R. Creighton1495897Concorde Investment Services, LLC · CRD 151604
John P. Harvey, Jr.4227692Sandlapper Securities, LLC · CRD 137906
Kevin M. Sweeney42812561st Global Capital Corp. · CRD 30349
Brian D. O'Dell4685065Summit Brokerage Services, Inc. · CRD 34643
David A. Jones2182310LPL Financial LLC · CRD 6413
Christopher E. Krejci32583921st Global Capital Corp. · CRD 30349
Samuel D. Gramentz4494493Northland Securities, Inc. · CRD 40258
Vincenzo Cimino2269455LPL Financial LLC · CRD 6413
Bradley Goodbred3184210LPL Financial LLC · CRD 6413
Ryan M. Carrus5186397LPL Financial LLC · CRD 6413
Thomas T. Fox3100007Transamerica Financial Advisors, Inc. · CRD 16164
Leonard R. Bettencourt40258971st Global Capital Corp. · CRD 30349
Harvey Kotler274341Proequities, Inc. · CRD 15708
Jamie S. Turk4338770Proequities, Inc. · CRD 15708
Mark A. Kohn1560021LPL Financial LLC · CRD 6413
Peter J. Kalmus1522531DFPG Investments, Inc. · CRD 155576
Gary L. Ackerman4668422J.P. Turner & Company, L.L.C. · CRD 43177
Joe P. Moore, Jr.873580Capital Guardian, LLC · CRD 137919
Andrew C. Pesha2316590Woodbury Financial Services, Inc. · CRD 421

Source: Form D, filed Sep 10, 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
Portfolio Iii Exchange, L.L.C. National Net Lease Promoter
Financial, L.L.C. Oxon Hill Promoter
Auto, L.L.C. Papillion Promoter
Auto, L.L.C. Pearl Promoter
Auto, L.L.C. Perry Hall Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523