Form D · Other Real Estate

NB Avalon, DST

Aliso Viejo, CA · CIK 0001652298

Offering snapshot reported Oct 2, 2015 · SEC filing

Reported sold
$2.67M
Offering amount: $3.55M
Investors reported
15
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Sep 17, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 2, 2015Initial$2,669,550No comparison15SEC filing

Offering details

Securities
Other
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$355K (estimated)
Finders' fees
$0
Form D file number
021-248636
Beneficial interests in Delaware Statutory Trust reflecting beneficial interest in real estate
This response is based upon 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
Brian Nelson5065593Emerson Equity LLC · CRD 130032
Corbin S. Thomas4234748McDermott Investment Services, LLC · CRD 154926
William F. White2168943Primex · CRD 29394

Source: Form D, filed Oct 2, 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.

People and organizations reported in Form D filings
NameReported role
St, Llc Nb Avalon Promoter
Patrick Nelson Director, Promoter
Brian Nelson Promoter
Real Estate, Llc Nelson Brothers Professional Real Estate, Llc Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
16 B Journey Suite 200
Aliso Viejo, CA, 92656