Form D · Other Real Estate
National Net Lease Portfolio VI DST
Oak Brook, IL · CIK 0001615752
Offering snapshot reported Jan 9, 2015 · SEC filing
- Reported sold
- $22.9M Offering amount: $22.9M
- Investors reported
- 53 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jul 30, 2014 As reported in this filing
Fundraising history
Reported soldDates 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$21,711,866 → $22,895,715
- Reported investors48 → 53
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 9, 2015 | Amendment | $22,895,715 | $1,183,849vs Nov 17, 2014 | 53 | SEC filing |
| Nov 17, 2014 | Amendment | $21,711,866 | $1,428,447vs Oct 28, 2014 | 48 | SEC filing |
| Oct 28, 2014 | Amendment | $20,283,419 | $5,457,520vs Oct 17, 2014 | 40 | SEC filing |
| Oct 17, 2014 | Amendment | $14,825,899 | $5,073,439vs Oct 6, 2014 | 30 | SEC filing |
| Oct 6, 2014 | Amendment | $9,752,460 | $2,384,023vs Sep 23, 2014 | 15 | SEC filing |
| Sep 23, 2014 | Amendment | $7,368,437 | $4,290,442vs Sep 9, 2014 | 13 | SEC filing |
| Sep 9, 2014 | Amendment | $3,077,995 | $726,372vs Aug 13, 2014 | 5 | SEC filing |
| Aug 13, 2014 | Initial | $2,351,623 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.09M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-222794
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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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Joseph A. Nugent | 4019776 | Concorde Investment Services, LLC · CRD 151604 |
| Mark K. Johnson | 1433801 | Dougherty & Company LLC · CRD 7477 |
| Chad Q. Quamme | 4413885 | Dougherty & Company LLC · CRD 7477 |
| Gary L. Price, Sr. | 2922909 | 1st Global Capital Corp. · CRD 30349 |
| Joseph G. Michaletz | 1327534 | Triad Advisors, Inc. · CRD 25803 |
| Jack W. Ellison | 2584997 | Independent Financial Group, LLC · CRD 7717 |
| David M. Matles | 2995484 | Sigma Financial Corporation · CRD 14303 |
| Mark A. Herding | 2239357 | Cambridge Investment Research, Inc. · CRD 39543 |
| Eric A. Bicknese | 2829451 | Nationwide Planning Associates Inc. · CRD 31029 |
| Carl F. Worden, III | 3130121 | J.P. Turner & Company, L.L.C. · CRD 43177 |
| Robert J. Binkele | 2393598 | J.P. Turner & Company, L.L.C. · CRD 43177 |
| Daniel R. Mueller | 4464268 | 1st Global Capital Corp. · CRD 30349 |
| Trawnegan Gill | 6266415 | Sandlapper Securities, LLC · CRD 137906 |
| Sam Bhushan | 4884717 | Arete Wealth Management, LLC · CRD 44856 |
| Tomas J. Velken | 1600404 | Sigma Financial Corporation · CRD 14303 |
| James D. Warring | 3198200 | Triad Advisors, Inc. · CRD 25803 |
| Jeffrey A. Bourdage | 4463320 | 1st Global Capital Corp. · CRD 30349 |
| Dwight K. Kay | 5376903 | Concorde Investment Services, LLC · CRD 151604 |
| Frederick E. Hubler, Jr. | 4401049 | First Allied Securities, Inc. · CRD 32444 |
| Daniel P. Raupp | 4079107 | J.P. Turner & Company, L.L.C. · CRD 43177 |
| Jason P. Santos | 4138976 | J.P. Turner & Company, L.L.C. · CRD 43177 |
| Cynthia E. Hoelscher | 3063251 | 1st Global Capital Corp. · CRD 30349 |
| Thomas G. Justice | 2786145 | Conover Securities Corporation · CRD 17129 |
| Robert R. Tweed | 2339324 | Concorde Investment Services, LLC · CRD 151604 |
| David B. Levinson | 705929 | Newport Coast Securities, Inc. · CRD 16944 |
| John M. Kosmicki | 2093885 | Questar Capital Corporation · CRD 43100 |
| Donald S. Meredith | 1867703 | Concorde Investment Services, LLC · CRD 151604 |
| John P. Gustavson | 4045015 | Cliftonlarsonallen Wealth Advisors, LLC · CRD 38357 |
| Jean-Louis Guinchard | 1983431 | Silver Portal Capital LLC · CRD 114290 |
| Jason L. Steele | 2674860 | Prospera Financial Services, Inc. · CRD 10740 |
| Eric W. Holtz | 5821492 | J.P. Turner & Company, L.L.C. · CRD 43177 |
| Randy A. Barmache | 4607939 | Newport Coast Securities, Inc. · CRD 16944 |
| Gary G. Benson | 1182211 | NPB Financial Group, LLC · CRD 137743 |
| Eric S. Scaff | 5281210 | Concorde Investment Services, LLC · CRD 151604 |
| Kevin P. Fitzgerald | 1754938 | Investacorp, Inc. · CRD 7684 |
| Mark D. Tetreault | 2453551 | Independent Financial Group, LLC · CRD 7717 |
| Ronald W. Manning, II | 4493368 | Colorado Financial Service Corporation · CRD 104343 |
| Rocco J. Scarsella | 1280846 | Cambridge Financial Research, Inc. · CRD 39543 |
| Robert M. Cheney | 2825660 | First Allied Securities, Inc. · CRD 32444 |
| Raymond Harrison | 2287436 | Cambridge Investment Research, Inc. · CRD 39543 |
| Brian A. Peardon | 4819319 | Cambridge Investment Research, Inc. · CRD 39543 |
| William J. Marco | 1490759 | First Allied Securities, Inc. · CRD 32444 |
| Chay T. Lapin | 6275140 | Concorde Investment Services, LLC · CRD 151604 |
Source: Form D, filed Jan 9, 2015. 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.
| Name | Reported role |
|---|---|
| Capital Corporation Inland Private | Promoter |
| Portfolio Vi, L.L.C. National Net Lease | Promoter |
| Portfolio Exchange Vi, L.L.C. National Net Lease | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523