Form D · Other Real Estate
National Net Lease Portfolio VII DST
Oak Brook, IL · CIK 0001661515
Offering snapshot reported Jul 17, 2017 · SEC filing
- Reported sold
- $89.4M Offering amount: $89.4M
- Investors reported
- 190 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Dec 22, 2015 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$67,249,554 → $89,357,629
- Reported investors133 → 190
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 17, 2017 | Amendment | $89,357,629 | $22,108,075vs Oct 11, 2016 | 190 | SEC filing |
| Oct 11, 2016 | Amendment | $67,249,554 | $3,825,014vs Aug 19, 2016 | 133 | SEC filing |
| Aug 19, 2016 | Amendment | $63,424,540 | $3,351,960vs Jun 21, 2016 | 117 | SEC filing |
| Jun 21, 2016 | Amendment | $60,072,580 | $800,000vs Jun 9, 2016 | 97 | SEC filing |
| Jun 9, 2016 | Amendment | $59,272,580 | $9,914,376vs May 20, 2016 | 93 | SEC filing |
| May 20, 2016 | Amendment | $49,358,204 | $8,933,903vs Apr 13, 2016 | 80 | SEC filing |
| Apr 13, 2016 | Amendment | $40,424,301 | $2,300,570vs Mar 23, 2016 | 60 | SEC filing |
| Mar 23, 2016 | Amendment | $38,123,731 | $4,770,772vs Mar 7, 2016 | 51 | SEC filing |
| Mar 7, 2016 | Amendment | $33,352,959 | $8,982,817vs Feb 10, 2016 | 41 | SEC filing |
| Feb 10, 2016 | Amendment | $24,370,142 | $1,475,166vs Jan 28, 2016 | 25 | SEC filing |
| Jan 28, 2016 | Amendment | $22,894,976 | $7,499,272vs Jan 14, 2016 | 17 | SEC filing |
| Jan 14, 2016 | Amendment | $15,395,704 | $1,736,356vs Jan 5, 2016 | 10 | SEC filing |
| Jan 5, 2016 | Initial | $13,659,348 | No comparison | 6 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $4.47M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-254499
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 |
|---|---|---|
| William S. Sheehan | 2328614 | DFPG Investments, Inc. · CRD 155576 |
| Mark O. Coombe | 2733655 | 1st Global Capital Corp. · CRD 30349 |
| Jeffrey L. Tiona | 2685872 | Commonwealth Financial Network · CRD 8032 |
| Barbara L. Klenovich | 1290087 | FSC Securities Corporation · CRD 7461 |
| Carmen D. Morrone Jr. | 1898874 | National Securities Corporation · CRD 7569 |
| Davin J. Carey | 5413012 | HD Vest Investment Services · CRD 13686 |
| Bruce A. Carroll | 1319858 | Harbour Investments, Inc. · CRD 19258 |
| Stephen P. Meskan | 2001506 | Feltl & Company · CRD 6095 |
| Gordon T. Hamilton | 5028789 | Parkland Sercuities, LLC · CRD 115368 |
| William M. Upson | 1241673 | Royal Alliance Associates, Inc. · CRD 23131 |
| Roger E. Sulhoff | 1057321 | The Strategic Financial Alliance, Inc. · CRD 126514 |
| William A. Morrow | 836500 | Independent Financial Group, LLC · CRD 7717 |
| Brian Heal | 4719085 | Woodbury Financial Services, Inc. · CRD 421 |
| Ryan S. Cook | 4770480 | 1st Global Capital Corp. · CRD 30349 |
| James M. Gambaccini | 4619759 | The Strategic Financial Alliance, Inc. · CRD 126514 |
| Daniel L. Whittenburg | 2181920 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Gary L. Chapman | 5244594 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Scott A. Saylor | 5616670 | Sigma Financial Corporation · CRD 14303 |
| David L. Funk | 2901355 | 1st Global Capital Corp. · CRD 30349 |
| Randy C. Cox | 2544998 | FSC Securities Corporation · CRD 7461 |
| Daniel P. Raupp | 4079107 | Concorde Investment Services, LLC · CRD 151604 |
| Daniel G. Dillard | 4289333 | Sagepoint Financial, Inc. · CRD 133763 |
| Chad E. Henry | 4534292 | Sigma Financial Corporation · CRD 14303 |
| Troy A. Oates | 6061425 | Sigma Financial Corporation · CRD 14303 |
| Douglas W. Mccown | 2113482 | Sagepoint Financial, Inc. · CRD 133763 |
| Eric A. Bicknese | 2829451 | Nationwide Planning Assoicates, Inc. · CRD 31029 |
| Silver Portal Capital, LLC | 114290 | Silver Portal Capital, LLC · CRD 114290 |
| Joseph W. Brezden | 1293907 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Michael J. Brezden | 5982363 | Lincoln Financial Advisors Corporation · CRD 3978 |
| William Lapiana | 4580411 | Newbridge Securities Corporation · CRD 104065 |
| Joseph E. Biloon | 4234070 | Lincoln Financial Securites Corporation · CRD 3870 |
| Dan A. Pias | 2267643 | Royal Alliance Associates, Inc. · CRD 23131 |
| James C. Ciocia | 1619245 | National Securities Corporation · CRD 7569 |
| Dennis P. Clark | 1727564 | Royal Alliance Assoicates, Inc. · CRD 23131 |
| Frank G. Giangrande | 1032105 | Royal Alliance Associates, Inc. · CRD 23131 |
| David A. Mohheit | 4586091 | 1st Global Capital Corp. · CRD 30349 |
| Jeffrey B. Baker | 2102752 | Vanderbilt Securites, LLC · CRD 5953 |
| Leon H. Levinson | 1251194 | Lincoln Financial Services Corporation · CRD 3870 |
| David W. Young III | 2423111 | Commonwealth Financial Network · CRD 8032 |
| Michael A. Torchia Jr. | 4434574 | 1st Global Capital Corp. · CRD 30349 |
| Paul M. Largo | 2860474 | Royal Alliance Associates, Inc. · CRD 23131 |
| Johnathan R. Creighton | 1495897 | Concorde Investment Services, LLC · CRD 151604 |
| Kirk D. Dobson | 4049865 | Ameritas Investment Corp. · CRD 14869 |
| David B. Levinson | 705929 | Newport Coast Securties, Inc. · CRD 16944 |
| John C. Chanoski | 1796030 | 1st Global Capital Corp. · CRD 30349 |
| Roberto J. Duran | 4120580 | Lincoln Financial Securities Corporation · CRD 3978 |
| John T. Christy | 4573758 | Royal Alliance Associates, Inc. · CRD 23131 |
| Jack W. Ellison | 2584997 | Independent Financial Group, LLC · CRD 7717 |
| Gary E. Barth | 2466996 | Amertias Investment Corp, · CRD 14869 |
| Matthew Schanz | 6382829 | The Strategic Alliance, Inc. · CRD 126514 |
| Timothy J. Warren | 4093611 | 1st Global Capital Corp. · CRD 30349 |
| David A. Schlein | 4334470 | 1st Global Capital Corp. · CRD 30349 |
| William G. Stemple | 1764020 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Ryan G. Malfitano | 5557067 | Amertias Investment Corp. · CRD 14869 |
| Jason T. Ice | 4489143 | 1st Global Capital Corp. · CRD 30349 |
| Hagop (Jacob) S. Tujian | 4605467 | Independent Financial Grou, LLC · CRD 7717 |
| Donald E. Garcia | 1782485 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Darryl A. Bodnar | 4565799 | 1st Global Capital Corp. · CRD 30349 |
| Jennifer A. Wildman | 4973672 | 1st Global Capital Corp. · CRD 30349 |
| Robert R. Tweed | 2339324 | Cabot Lodge Securites · CRD 159712 |
| Carol S. Grasso | 1635604 | Moloney Sercurites Co., Inc. · CRD 38535 |
| David C. Grossling | 2545451 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Tony R. Price | 2695786 | Royal Alliance Associates, Inc. · CRD 23131 |
| Raymond A. Ferro Jr. | 1927831 | Woodbury Financial Services, Inc. · CRD 421 |
| Anthony J. Cardinal | 1686561 | Commonwealth Financial Network · CRD 8032 |
| Joseph J. Lutz | 2529263 | Sagepoint Financial, Inc. · CRD 133763 |
| Michael D. Prince | 5677970 | Independent Financial Group, LLC · CRD 7717 |
| Bryan C. Hakola | 4161289 | Concorde Investments Services, LLC · CRD 151604 |
| Robin L. Krolewski | 6104465 | Sigma Financial Corporation · CRD 14303 |
| Kristine S. Somerville | 868386 | infinex Investments, Inc. · CRD 35371 |
| John W. Kenny | 268043 | American Investors Company · CRD 38 |
| Molly M. Grubb | 5647291 | Cambridge Investment Research, Inc. · CRD 39543 |
| Elliot V. Hill | 5778698 | McDermott Investments Services, LLC · CRD 154926 |
| Duncan Eng | 2536048 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Peggy J. Cozine | 4498528 | National Securites Corporation · CRD 7569 |
| Shawn C. Spellacy | 2275119 | Calton & Associates, Inc. · CRD 20999 |
| Donald E. Chambers | 865010 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Robert Charlton II | 4410333 | 1st Global Capital Corp. · CRD 30349 |
| Timothy L. Stauffer | 4178198 | Concorde Investment Services · CRD 151604 |
| Carl Edwards Jr. | 5550414 | Calton & Associates, Inc. · CRD 20999 |
| Scott Offerman | 4619093 | Concorde Investment Services, LLC · CRD 151604 |
| Carlos A. Farelo | 4827194 | Royal Alliance Associates, Inc. · CRD 23131 |
| Marcia A. Geltman | 5540688 | 1st Global Capital Corp. · CRD 30349 |
| Joseph A. Weber | 4556745 | Voya Financial Advisors, Inc. · CRD 2882 |
| Brian D. Long | 5270961 | Voya Financial Advisors, Inc. · CRD 2882 |
| Stephen W Poston | 1711046 | Voya Financial Advisors, Inc. · CRD 2882 |
| Jeff D. Fisher | 4950246 | Independent Financial Group, LLC · CRD 7717 |
| Maria D. Delre | 4046648 | Royal Alliance Assocates, Inc. · CRD 23131 |
| Jon G. Sanchez | 2418439 | Independent Financial Group, LLC · CRD 7717 |
| Thomas J. Ealy | 863042 | Investment Planners, Inc. · CRD 18557 |
| John L. O'Brien | 2238455 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Christopher A. Riel | 6222615 | Ameritas Investment Corp. · CRD 14869 |
| Richard P. Kaiser | 2095123 | Ameritas Investment Corp. · CRD 14869 |
| Michael S. Cullen | 1222982 | Sagepoint Financial, Inc. · CRD 133763 |
| Richard M. Waters Jr | 2421557 | Infinex Investments, Inc. · CRD 35371 |
| Ryan F. Baker | 4732504 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Thomas M. Strohl Jr. | 3041376 | Lincoln Financial Advisors Corporation · CRD 3978 |
| David P. Dahill | 6581024 | Wealthforge Securities, LLC · CRD 152550 |
| Timothy R. Croak | 1673702 | Ameritas Investments Corp. · CRD 14869 |
| Jason M. Nelson | 3069330 | Coordinated Capital Securities, Inc. · CRD 14762 |
| Not reported |
Source: Form D, filed Jul 17, 2017. 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 |
| Keith Lampi | Executive |
| Portfolio Vii Dst 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