Form D · Other Real Estate

NREA Estates, DST

Dallas, TX · CIK 0001749806

Offering snapshot reported Jun 19, 2019 · SEC filing

Reported sold
$24.8M
Offering amount: $25M
Investors reported
62
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 7, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.4M$24.8MAug 10, 2018: $3,364,505.00Aug 10, 2018Sep 7, 2018: $5,848,432.00Sep 25, 2018: $11,697,269.00Oct 9, 2018: $13,987,601.00Oct 24, 2018: $18,714,625.00Nov 13, 2018: $19,796,041.00Nov 28, 2018: $20,324,887.00Dec 17, 2018: $21,324,324.00Dec 28, 2018: $21,946,725.00Jan 30, 2019: $23,146,725.00Feb 12, 2019: $23,471,725.00Feb 26, 2019: $23,671,725.00Mar 13, 2019: $23,871,725.00Apr 15, 2019: $24,729,135.00Jun 19, 2019: $24,826,735.00Jun 19, 2019

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$24,729,135 → $24,826,735
  • Reported investors61 → 62

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 19, 2019Amendment$24,826,735$97,600vs Apr 15, 201962SEC filing
Apr 15, 2019Amendment$24,729,135$857,410vs Mar 13, 201961SEC filing
Mar 13, 2019Amendment$23,871,725$200,000vs Feb 26, 201957SEC filing
Feb 26, 2019Amendment$23,671,725$200,000vs Feb 12, 201956SEC filing
Feb 12, 2019Amendment$23,471,725$325,000vs Jan 30, 201955SEC filing
Jan 30, 2019Amendment$23,146,725$1,822,401vs Dec 17, 201853SEC filing
Dec 28, 2018Amendment$21,946,725$622,401vs Dec 17, 201849SEC filing
Dec 17, 2018Amendment$21,324,324$999,437vs Nov 28, 201847SEC filing
Nov 28, 2018Amendment$20,324,887$528,846vs Nov 13, 201843SEC filing
Nov 13, 2018Amendment$19,796,041$1,081,416vs Oct 24, 201841SEC filing
Oct 24, 2018Amendment$18,714,625$4,727,024vs Oct 9, 201837SEC filing
Oct 9, 2018Amendment$13,987,601$2,290,332vs Sep 25, 201828SEC filing
Sep 25, 2018Amendment$11,697,269$5,848,837vs Sep 7, 201823SEC filing
Sep 7, 2018Amendment$5,848,432$2,483,927vs Aug 10, 201816SEC filing
Aug 10, 2018Initial$3,364,505No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.5M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-318975
Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.
Item 15 is an estimate of selling commission, managing broker-dealer fee, marking and due diligence expense allowances, and organization and offering expenses.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Stacey Morimoto4420782DFPG Investments Inc · CRD 155576
Jason S. Finley6602034DFPG Investments Inc · CRD 155576
Edward Fernandez2956661Capulent, LLC. · CRD 155155
William S. Sheehan2328614DFPG Investments Inc · CRD 155576
Robert J Yuloo1303331Whitehall-Parker Securities Inc. · CRD 10608
Roger W. Bowlin1905652Concorde Investment Services LLC · CRD 151604
Debra J Schleining2768752McDermott Investment Services LLC · CRD 154926
Corbin S. Thomas4234748McDermott Investment Services LLC · CRD 154926
James M. Lamont2846228Whitehall-Parker Securities Inc. · CRD 10608
Jonathan R. Creighton1495897Concorde Investment Services LLC · CRD 151604
Jeffrey L Bangerter1687028Berthel Fisther & Co Finl Serv. Inc. · CRD 13609
Roy V. Pfleger II5896655Concorde Investment Services LLC · CRD 151604
John T Hess4616655Concorde Investment Services LLC · CRD 151604
Michael A. Cuneo4634237Purshe Kaplan Sterling Investments · CRD 35747
Lauren M. King4629988Purshe Kaplan Sterling Investments · CRD 35747
Robert S. Smith1412333Concorde Investment Services LLC · CRD 151604
Taylor D. Ashland5732470DFPG Investments Inc. · CRD 155576
Anthony Brown6900485DFPG Investments Inc. · CRD 155576
Steven Carmandalian2713564Purshe Kaplan Sterling Investments · CRD 35747
Michael A Bendix5379777DFPG Investments Inc. · CRD 155576
Jon CIRELLI4729737Concorde Investment Services LLC · CRD 151604
Jeffrey KIESNOSKI2688017Concorde Investment Services, LLC · CRD 151604
Dan RAUP4079107Concorde Investment Services, LLC · CRD 151604
Joseph R. Broadbent3132498DFPG Investments Inc. · CRD 155576
Tommy Thompson6626035Concorde Investment Services LLC · CRD 151604
Robert C. Meyer5262157Berthel Fisther & Co Finl Serv. Inc. · CRD 13609

Source: Form D, filed Jun 19, 2019. 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
N/A Nex Point Real Estate Advisors Iv, L.P Executive
N/A Nrea Estates Investment Co, Llc Promoter
N/A Nrea Estates Manager, Llc Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
C/ Nexpoint Real Estate Advisors Iv, Lp 300 Crescent Court, Suite 700
Dallas, TX, 75201