Form D · Other Real Estate

NexPoint Storage IV DST

Dallas, TX · CIK 0001973635

Offering snapshot reported Jan 11, 2024 · SEC filing

Reported sold
$70.3M
Offering amount: $70.3M
Investors reported
224
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 10, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$35.2M$70.3MApr 24, 2023: $2,157,138.00Apr 24, 2023May 11, 2023: $4,359,927.00May 23, 2023: $9,821,302.00Jun 7, 2023: $14,791,419.00Jun 27, 2023: $20,353,679.00Jul 14, 2023: $22,642,029.00Aug 9, 2023: $31,773,132.00Aug 22, 2023: $35,299,734.00Sep 6, 2023: $41,877,728.00Sep 22, 2023: $44,304,972.00Nov 8, 2023: $66,065,705.00Nov 28, 2023: $67,699,402.00Jan 2, 2024: $70,215,090.00Jan 11, 2024: $70,315,090.00Jan 11, 2024

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$70,215,090 → $70,315,090
  • Reported investors223 → 224

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 11, 2024Amendment$70,315,090$100,000vs Jan 2, 2024224SEC filing
Jan 2, 2024Amendment$70,215,090$2,515,688vs Nov 28, 2023223SEC filing
Nov 28, 2023Amendment$67,699,402$1,633,697vs Nov 8, 2023216SEC filing
Nov 8, 2023Amendment$66,065,705$21,760,733vs Sep 22, 2023210SEC filing
Sep 22, 2023Amendment$44,304,972$2,427,244vs Sep 6, 2023158SEC filing
Sep 6, 2023Amendment$41,877,728$6,577,994vs Aug 22, 2023144SEC filing
Aug 22, 2023Amendment$35,299,734$3,526,602vs Aug 9, 2023122SEC filing
Aug 9, 2023Amendment$31,773,132$9,131,103vs Jul 14, 2023107SEC filing
Jul 14, 2023Amendment$22,642,029$2,288,350vs Jun 27, 202378SEC filing
Jun 27, 2023Amendment$20,353,679$5,562,260vs Jun 7, 202366SEC filing
Jun 7, 2023Amendment$14,791,419$4,970,117vs May 23, 202341SEC filing
May 23, 2023Amendment$9,821,302$5,461,375vs May 11, 202328SEC filing
May 11, 2023Amendment$4,359,927$2,202,789vs Apr 24, 202314SEC filing
Apr 24, 2023Initial$2,157,138No comparison6SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$6.16M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-479790
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FNEX Capital, LLC166316
Emerson Equity LLC130032
Great Point Capital114203
Cape Securities Inc.7072
Client One Securities LLC152974
Concorde Investment Services, LLC151604
DFPG Investments, LLC155576
Aurora Securities46147
McDermott Investment Services154926
Patrick Capital Markets, LLC16518
Lightpath Capital, Inc.34617
Crown Capital Securities, L.P.6312
American Trust Investment Services, Inc.3001
Cabin Securities, Inc.137608
Lion Street Financial, LLC165828
Realized Financial, Inc.22333
Courtlandt Securities Corporation137356
Arkadios Capital282710
Centaurus Financial, Inc.30833
DAI Securities, LLC36673
DMK Advisor Group, Inc.41067
Capulent LLC155155
Innovation Partners LLC146344
Center Street Securities, Inc.26898
Independence Capital Co., Inc.24723
Metropolitan Capital Investment Banc, Inc.148820
Alexander Capital, L.P.40077
IDB Capital Corp.106032
Galt Financial Group, Inc.146976
Wealthforge Securities, LLC152550

Source: Form D, filed Jan 11, 2024. 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
Matthew Goetz Executive
Matt Mc Graner Executive
N/A Nex Point Real Estate Advisors Iv, L.P. Executive
N/A Nex Point Storage Dst Trs, Llc Executive
N/A Nsp Iv Parent Manager, Llc Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
300 Crescent Court Suite 700
Dallas, TX, 75201