Form D · Other Real Estate
NB Taylor Bend, DST
Aliso Viejo, CA · CIK 0001632338
Offering snapshot reported Jan 30, 2015 · SEC filing
- Reported sold
- $4.62M Offering amount: $6.35M
- Investors reported
- 25 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Jan 16, 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 30, 2015 | Initial | $4,622,259 | No comparison | 25 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $634K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-233191
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 |
|---|---|---|
| John M. Butler | 1951436 | Investment Security Corporation · CRD 47536 |
| Troy Thomas | 4691720 | McDermott Investment Services, LLC · CRD 154926 |
| Thomas M. Hess | 4957892 | DFPG Investments, Inc. · CRD 155576 |
| Susan J. Gitt | 5580509 | EDI Financial, Inc. · CRD 15699 |
| Brian J. Nelson | 5065593 | Emerson Equity LLC · CRD 130032 |
| Corbin S. Thomas | 4234748 | McDermott Investment Services, LLC · CRD 154926 |
| Michael G. Culwell | 5989109 | Emerson Equity LLC · CRD 130032 |
| Marilee A. Hill | 2768544 | Primex · CRD 29394 |
Source: Form D, filed Jan 30, 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.
| Name | Reported role |
|---|---|
| Patrick Nelson | Director, Promoter |
| Brian Nelson | Director, Promoter |
| Professional Real Estate, Llc Nelson Brothers | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
16 B Journey
Aliso Viejo, CA, 92656
Aliso Viejo, CA, 92656