Form D · Other Real Estate

National Net Lease Portfolio IV DST

Oak Brook, IL · CIK 0001595642

Offering snapshot reported May 16, 2014 · SEC filing

Reported sold
$15.7M
Offering amount: $15.7M
Investors reported
37
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 20, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.85M$15.7MJan 9, 2014: $4,720,611.00Jan 9, 2014Jan 21, 2014: $9,146,312.00Feb 5, 2014: $13,839,486.00Feb 5, 2014Feb 20, 2014: $14,339,486.00May 16, 2014: $15,694,464.00May 16, 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$14,339,486 → $15,694,464
  • Reported investors32 → 37

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 16, 2014Amendment$15,694,464$1,354,978vs Feb 20, 201437SEC filing
Feb 20, 2014Amendment$14,339,486$500,000vs Feb 5, 201432SEC filing
Feb 5, 2014Amendment$13,839,486$4,693,174vs Jan 21, 201431SEC filing
Jan 21, 2014Amendment$9,146,312$4,425,701vs Jan 9, 201421SEC filing
Jan 9, 2014Initial$4,720,611No comparison8SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$745K (estimated)
Finders' fees
$0
Form D file number
021-209630
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
Eric A. Bicknese2829451Nationwide Planning Associates Inc. · CRD 61029
Scott D. Offerman4619093Concorde Investment Services, LLC · CRD 151604
Robert J. Luna3165706Crown Capital Securities, L.P. · CRD 6312
Jeremy A. Kisner2052115Crown Capital Securities, L.P. · CRD 6312
Mark L. Lopez11289661st Global Capital Corp. · CRD 30349
Jeffrey S. Anderson2896908Cambridge Investment Research, Inc. · CRD 39543
Thomas D. Sanders1280319Cambridge Investment Research, Inc. · CRD 39543
Kyle H. Imholte54489501st Global Capital Corp. · CRD 30349
Corbin S. Thomas4234748McDermott Investment Services, LLC · CRD 154926
John K. Lee2948622Independent Financial Group, LLC · CRD 7717
Leonard R. Bettencourt40258971st Global Capital Corp. · CRD 30349
Hagop (Jacob) S. Tujian4605467Independent Financial Group, LLC · CRD 7717
Dwight K. Kay5376903Concorde Investment Services, LLC · CRD 151604
David L. Funk29013551st Global Capital Corp. · CRD 30349
Nathaniel M. Kuhn4624143Concorde Investment Services, LLC · CRD 151604
Jeremy R. Armagost5401158VSR Financial Services, Inc. · CRD 14503
Donovan T. Kelly2622366Independent Financial Group, LLC · CRD 7717
Justin C. Lowy5935993National Securities Corporation · CRD 7569
Christina S. Nielson4866971Primex · CRD 29394
David W. Toetz1379388Independence Capital Co., Inc. · CRD 24723
David N. Chazin4506422Lincoln Financial Advisors Corporation · CRD 3978
John P. Schlatter1800152Lincoln Financial Advisors Corporation · CRD 3978
Robert A. Horning2311640Centaurus Financial, Inc. · CRD 30833
Gary L. Pettus2258442Cetera Advisors LLC · CRD 10299
Terry A. Vrieze455952Investacorp, Inc. · CRD 7684
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
David S. Waters734939LPL Financial LLC · CRD 6413
Andrew A. Arno2834759LPL Financial LLC · CRD 6413
Roger B. Deal2263476Royal Alliance Securities, Inc. · CRD 23131
James K. Johnston1689783Arete Wealth Management, LLC · CRD 44856
Sterling D. Neblett4972455Lara, May & Associates, LLC · CRD 145589
Wendy A. Payne5083969Lara, May & Associates, LLC · CRD 145589

Source: Form D, filed May 16, 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
Discount, L.L.C. Marion Promoter
Restaurant, L.L.C. Myrtle Beach Promoter
Portfolio Iv Exchange, L.L.C. National Net Lease Promoter
Pharmacy Dst Opelika Promoter
Pharmacy, L.L.C. Watauga Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523