Form D · Other Real Estate

National Retail Portfolio III DST

Oak Brook, IL · CIK 0001525257

Offering snapshot reported Jan 19, 2012 · SEC filing

Reported sold
$15.3M
Offering amount: $15.3M
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 sold
Reported amount sold by Form D filing date$0$7.66M$15.3MAug 25, 2011: $7,667,362.00Aug 25, 2011Sep 9, 2011: $10,269,831.00Sep 21, 2011: $12,089,762.00Sep 21, 2011Oct 12, 2011: $13,638,438.00Nov 3, 2011: $15,233,658.00Nov 3, 2011Jan 19, 2012: $15,321,348.00Jan 19, 2012

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$15,233,658 → $15,321,348

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 19, 2012Amendment$15,321,348$87,690vs Nov 3, 201174SEC filing
Nov 3, 2011Amendment$15,233,658$1,595,220vs Oct 12, 201174SEC filing
Oct 12, 2011Amendment$13,638,438$1,548,676vs Sep 21, 201163SEC filing
Sep 21, 2011Amendment$12,089,762$1,819,931vs Sep 9, 201153SEC filing
Sep 9, 2011Amendment$10,269,831$2,602,469vs Aug 25, 201143SEC filing
Aug 25, 2011Initial$7,667,362No comparison32SEC filing
Aug 10, 2011Amendment$1,640,125$1,175,208vs Jul 21, 201110SEC filing
Jul 21, 2011Initial$464,917No comparison3SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$1.07M (estimated)
Finders' fees
$0
Form D file number
021-164916
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
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Nathaniel M. Kuhn4624143Investacorp, Inc. · CRD 7684
Donald L. Hartmann1003231JRL Capital Corporation · CRD 10225
Scott Parker Inabnet46034811st Global Capital Corp. · CRD 30349
Shirley J. Ju1612247McDermott Investment Services, LLC · CRD 154926
Neil M. Timchak19321541st Global Capital Corp. · CRD 30349
Donovan T. Kelly2622366Pacific West Securities, Inc. · CRD 6390
Robert A. Burch, Sr.1045257Proequities, Inc. · CRD 15708
Dennis I. Weiss462338American Investors Company · CRD 38
Jane A. Scarbrough869077LPL Financial LLC · CRD 6413
William S. Sheehan2328614Investors Capital Corp. · CRD 30613
Jennifer L. Langstaff2594127LPL Financial LLC · CRD 6413
James T. Mabbott2270546J.P. Turner & Company, L.L.C. · CRD 43177
Randee K. Cook1300458LPL Financial LLC · CRD 6413
Linda S. Young3102472LPL Financial LLC · CRD 6413
Leslie V. Anderton873403Wilson-Davis Co., Inc. · CRD 3777
Michael V. Para2110122Spire Securities, LLC · CRD 144131
Marcia K. Campbell1547378Sagepoint Financial, Inc. · CRD 133763
Jeffrey M. Stark800028LPL Financial LLC · CRD 6413
James H. Simmons, Jr.2438224J.P. Turner & Company, L.L.C. · CRD 43177
Craig E. Benjamin1951698LPL Financial LLC · CRD 6413
Alejandro C. Trejo1846809LPL Financial LLC · CRD 6413
Donald G. DeWaay, Jr.1297174DeWaay Financial Network, LLC · CRD 30767
Bryan D. Whitmore4489657LPL Financial LLC · CRD 6413
Scott S. Brown43224201st Global Capital Corp. · CRD 30349
Mark G. Kosanke2317906Concorde Investment Services, LLC · CRD 151604
Gregory A. Merritt1489718Concorde Investment Services, LLC · CRD 151604
Richard H. Hickman1860694Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Thomas J. Ouellette2393313LPL Financial LLC · CRD 6413
Christina S. Nielson4866971Orchard Securities, LLC · CRD 133378
Joseph M. Insalaco2978175Triad Advisors, Inc. · CRD 25803
Roy N. Carlson2750602G.A. Repple & Company · CRD 17486
Christopher G. Little4242893Eagle One Investments, LLC · CRD 45254
William S. Upson4624850Royal Alliance Securities · CRD 23131
Kevin R. Grelle4624850LPL Financial LLC · CRD 6413
Shawn S. Neece32311611st Global Capital Corp. · CRD 30349
Jeffrey S. Gurman2112531Woodbury Financial Services, Inc. · CRD 421
Alvery A. Bartlett, Jr.13975Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
David B. Levinson705929Newport Coast Securities, Inc. · CRD 16944
James R. Beatty3055477LPL Financial LLC · CRD 6413
Gary N. Russell4196975LPL Financial LLC · CRD 6413
Barry W. LeMay306332Pacific West Securities, Inc. · CRD 6390
Robin T. Hirsch4001429Woodbury Financial Services, Inc. · CRD 421
Aaron J. Clark4768202LPL Financial LLC · CRD 6413
Timothy J. Sherer833618J.P. Turner & Company, L.L.C. · CRD 43177
David H. Yoder4905015Crown Capital Securities, L.P. · CRD 6312
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Prakash D. Simha2970036The Strategic Financial Alliance, Inc. · CRD 126514
Harvey S. Berk705380LPL Financial LLC · CRD 6413
Mark A. Van Voorhees2556390Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Robert J. Binkele2393598J.P. Turner & Company, L.L.C. · CRD 43177
Michael G. Steinthal435071Primex · CRD 29394
Brandon R. Crabb3208035Cambridge Investment Research, Inc. · CRD 39543
Earl B. Winthrop1257625LPL 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.

People and organizations reported in Form D filings
NameReported role
Patricia A. Del Rosso Executive
Capital Corporation Inland Private Promoter
Portfolio Iii, L.L.C. National Retail Promoter
Portfolio Iii Exchange, L.L.C. National Retail Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523