Form D · Other Real Estate

NB CP CINCY, DST

Aliso Viejo, CA · CIK 0001726014

Offering snapshot reported Jan 30, 2018 · SEC filing

Reported sold
$1.39M
Offering amount: $13.3M
Investors reported
4
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 28, 2017
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
Jan 30, 2018Initial$1,385,792No comparison4SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.19M (estimated)
Finders' fees
$0
Form D file number
021-304359
Beneficial interests in Delaware statutory trust reflecting beneficial interest in real estate
Total commissions that will be paid if all securities are sold and all commissions earned

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Brian J. Nelson5065593Emerson Equity LLC · CRD 130032
John Kevin Barrett4748518Emerson Equity LLC · CRD 130032
Dan Holzer5779187Emerson Equity LLC · CRD 130032
Robert L. Boggess5007422Sandlapper Securities, LLC · CRD 137906

Source: Form D, filed Jan 30, 2018. 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
Patrick Nelson Executive, Promoter
Brian Nelson Executive, Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

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