Form D · Other Real Estate
National Retail Portfolio II DST
Oak Brook, IL · CIK 0001525256
Offering snapshot reported Jan 19, 2012 · SEC filing
- Reported sold
- $13.7M Offering amount: $13.7M
- Investors reported
- 74 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jul 8, 2011 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$13,601,563 → $13,680,717
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 19, 2012 | Amendment | $13,680,717 | $79,154vs Nov 3, 2011 | 74 | SEC filing |
| Nov 3, 2011 | Amendment | $13,601,563 | $1,424,314vs Oct 12, 2011 | 74 | SEC filing |
| Oct 12, 2011 | Amendment | $12,177,249 | $1,382,721vs Sep 21, 2011 | 63 | SEC filing |
| Sep 21, 2011 | Amendment | $10,794,528 | $1,624,951vs Sep 9, 2011 | 53 | SEC filing |
| Sep 9, 2011 | Amendment | $9,169,577 | $2,323,650vs Aug 24, 2011 | 43 | SEC filing |
| Aug 24, 2011 | Amendment | $6,845,927 | $6,430,803vs Jul 21, 2011 | 32 | SEC filing |
| Aug 10, 2011 | Amendment | $1,464,424 | $1,049,300vs Jul 21, 2011 | 10 | SEC filing |
| Jul 21, 2011 | Initial | $415,124 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $958K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-163286
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 |
|---|---|---|
| Inland Securities Corporation | 15807 | Inland Securities Corporation · CRD 15807 |
| Nathaniel M. Kuhn | 4624143 | Investacorp, Inc. · CRD 7684 |
| Donald L. Hartman | 1003231 | JRL Capital Corporation · CRD 10225 |
| Scott Parker Inabnet | 4603481 | 1st Global Capital Corp. · CRD 30349 |
| Shirley J. Ju | 1612247 | McDermott Investment Services, LLC · CRD 154926 |
| Neil M. Timchak | 1932154 | 1st Global Capital Corp. · CRD 30349 |
| Donovan T. Kelly | 2622366 | Pacific West Securities, Inc. · CRD 6390 |
| Robert A. Burch, Sr. | 1045257 | Proequities, Inc. · CRD 15708 |
| Dennis I. Weiss | 462338 | American Investors Company · CRD 38 |
| Jane A. Scarbrough | 869077 | LPL Financial LLC · CRD 6413 |
| William S. Sheehan | 2328614 | Investors Capital Corp. · CRD 30613 |
| Jennifer L. Langstaff | 2594127 | LPL Financial LLC · CRD 6413 |
| James T. Mabbott | 2270546 | J.P. Turner & Company, L.L.C. · CRD 43177 |
| Randee K. Cook | 1300458 | LPL Financial LLC · CRD 6413 |
| Linda S. Young | 3102472 | LPL Financial LLC · CRD 6413 |
| Leslie V. Anderton | 873403 | Wilson-Davis & Co., Inc. · CRD 3777 |
| Michael V. Para | 2110122 | Spire Securities, LLC · CRD 144131 |
| Marcia K. Campbell | 1547378 | Sagepoint Financial, Inc. · CRD 133763 |
| Jeffrey M. Stark | 800028 | LPL Financial LLC · CRD 6413 |
| James H. Simmons, Jr. | 2438224 | J.P. Turner & Company, L.L.C. · CRD 43177 |
| Craig E. Benjamin | 1951698 | LPL Financial LLC · CRD 6413 |
| Alejandro C. Trejo | 1846809 | LPL Financial LLC · CRD 6413 |
| Donald G. DeWaay, Jr. | 1297174 | DeWaay Financial Network, LLC · CRD 30767 |
| Bryan D. Whitmore | 4489657 | LPL Financial LLC · CRD 6413 |
| Scott S. Brown | 4322420 | 1st Global Capital Corp. · CRD 30349 |
| Mark G. Kosanke | 2317906 | Concorde Investment Services, LLC · CRD 151604 |
| Gregory A. Merritt | 1489718 | Concord Investment Services, LLC · CRD 151604 |
| Richard H. Hickman | 1860694 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Thomas J. Ouellette | 2393313 | LPL Financial LLC · CRD 6413 |
| Christina S. Nielson | 4866971 | Orchard Securities, LLC · CRD 133378 |
| Joseph M. Insalaco | 2978175 | Triad Advisors, Inc. · CRD 25803 |
| Roy Carlson | 2750602 | G.A. Repple & Company · CRD 17486 |
| Christopher G. Little | 4242893 | Eagle One Investments, LLC · CRD 45254 |
| William M. Upson | 1241673 | Royal Alliance Associates, Inc. · CRD 23131 |
| Kevin R. Grelle | 4624850 | LPL Financial LLC · CRD 6413 |
| Shawn S. Neece | 3231161 | 1st Global Capital Corp. · CRD 30349 |
| Jeffrey S. Gurman | 2112531 | Woodbury Financial Services, Inc. · CRD 421 |
| Alvery A. Bartlett, Jr. | 13975 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| David B. Levinson | 705929 | Newport Coast Securities, Inc. · CRD 16944 |
| James R. Beatty | 3055477 | LPL Financial LLC · CRD 6413 |
| Gary N. Russell | 4196975 | LPL Financial LLC · CRD 6413 |
| Barry W. LeMay | 306332 | Pacific West Securities, Inc. · CRD 6390 |
| Robin T. Hirsch | 4001429 | Woodbury Financial Services, Inc. · CRD 421 |
| Aaron J. Clark | 4768202 | LPL Financial LLC · CRD 6413 |
| Timothy J. Sherer | 833618 | J.P. Turner & Company, L.L.C. · CRD 43177 |
| David H. Yoder | 4905015 | Crown Capital Securities, L.P. · CRD 6312 |
| Robert S. Smith | 1412333 | Concorde Investment Services, LLC · CRD 151604 |
| Prakash D. Simha | 2970036 | The Strategic Financial Alliance, Inc. · CRD 126514 |
| Harvey S. Berk | 705380 | LPL Financial LLC · CRD 6413 |
| Mark A. Van Voorhees | 2556390 | Berthel, Fisher & Company Financial Services, Inc. · CRD 13609 |
| Robert J. Binkele | 2393598 | J.P. Turner & Company, L.L.C. · CRD 43177 |
| Michael G. Steinthal | 435071 | Primex · CRD 29394 |
| Brandon R. Crabb | 3208035 | Cambridge Investment Research, Inc. · CRD 39543 |
| Earl B. Winthrop | 1257625 | LPL Financial LLC · CRD 6413 |
Source: Form D, filed Jan 19, 2012. 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 |
|---|---|
| Patricia A. Del Rosso | Executive |
| Capital Corporation Inland Private | Promoter |
| Portfolio Ii, L.L.C. National Retail | Promoter |
| Exchange Ii, L.L.C. National Retail Portfolio | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523