Form D · Other Real Estate

NREA Meritage, DST

Dallas, TX · CIK 0001738976

Offering snapshot reported Dec 28, 2018 · SEC filing

Reported sold
$21.2M
Offering amount: $21.2M
Investors reported
49
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
May 31, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10.6M$21.2MJun 14, 2018: $1,225,000.00Jun 14, 2018Jun 28, 2018: $7,204,421.00Jul 10, 2018: $7,525,421.00Jul 25, 2018: $9,060,709.00Jul 25, 2018: $9,060,709.00Aug 7, 2018: $11,523,210.00Aug 27, 2018: $13,687,697.00Sep 7, 2018: $14,802,789.00Sep 25, 2018: $17,152,786.00Oct 9, 2018: $19,467,786.00Oct 30, 2018: $20,098,539.00Nov 13, 2018: $20,213,539.00Nov 28, 2018: $20,703,358.00Dec 28, 2018: $21,203,358.00Dec 28, 2018

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$20,703,358 → $21,203,358
  • Reported investors48 → 49

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 28, 2018Amendment$21,203,358$500,000vs Nov 28, 201849SEC filing
Nov 28, 2018Amendment$20,703,358$489,819vs Nov 13, 201848SEC filing
Nov 13, 2018Amendment$20,213,539$115,000vs Oct 30, 201847SEC filing
Oct 30, 2018Amendment$20,098,539$630,753vs Oct 9, 201846SEC filing
Oct 9, 2018Amendment$19,467,786$2,315,000vs Sep 25, 201844SEC filing
Sep 25, 2018Amendment$17,152,786$2,349,997vs Sep 7, 201842SEC filing
Sep 7, 2018Amendment$14,802,789$1,115,092vs Aug 27, 201840SEC filing
Aug 27, 2018Amendment$13,687,697$2,164,487vs Aug 7, 201836SEC filing
Aug 7, 2018Amendment$11,523,210$2,462,501vs Jul 25, 201830SEC filing
Jul 25, 2018Amendment$9,060,709$0vs Jul 25, 201820SEC filing
Jul 25, 2018Amendment$9,060,709$1,535,288vs Jul 10, 201820SEC filing
Jul 10, 2018Amendment$7,525,421$321,000vs Jun 28, 201813SEC filing
Jun 28, 2018Amendment$7,204,421$5,979,421vs Jun 14, 201811SEC filing
Jun 14, 2018Initial$1,225,000No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.27M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-314626
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
Highland Capital Funds Distributor, Inc165013
Edward Fernandez2956661Capulent, LLC. · CRD 155155
Corbin S. Thomas4234748McDermott Investment Services, LLC. · CRD 154926
Patrick T Shea1654953Whitehall-Parker Securities, Inc. · CRD 10608
Eric S. Scaff5281210Concord Investment Services, LLC. · CRD 151604
Delmar V Mckinney1186853Concord Investment Services, LLC. · CRD 151604
Kent A. Fitzpatrick1998842Concord Investment Services, LLC. · CRD 151604
Mark E Urban3238095Cabot Lodge Securities, LLC. · CRD 159712
Mitchell A Foote2440243Client One Securities, LLC. · CRD 152974
Tomas J Velken1600404Sigma Financial Corporation · CRD 14303
Mathew T. Rubis5863109Parkland Securities, LLC. · CRD 115368
John T Hess4616655Concord Investment Services, LLC · CRD 151604
Roger W. Bowlin1905652Concord Investment Services, LLC · CRD 151604
Debra J. Schleining2768752McDermott Investment Services, LLC. · CRD 154926
Robin Tom Naylor1392433Emerson Equity, LLC. · CRD 130032
Mark J. Allen4581548Purshe Kaplan Sterling Investments · CRD 35747
Troy Thomas4691720McDermott Investment Services, LLC · CRD 154926
Bryan C Hakola4161289Concorde Investment Services, LLC · CRD 151604
Michael B Hansen4471989Whitehall-Parker Securities, Inc. · CRD 10608
Blayne Allen Andersen5727397Parkland Securities, LLC. · CRD 115368
William D Mahony4578876Concord Investment Services, LLC. · CRD 151604
Robert C. Myer5262157Berthel Fisher & Co Finl Serv Inc · CRD 13609
Roy V. Pfleger II5896655Concord Investment Services, LLC. · CRD 151604
Joral Townsend Schmalle4491484Sigma Financial Corportation · CRD 14303
Daniel Philip Raupp4079107Concord Investment Services, LLC. · CRD 151604
James M. Lamont2846228Whitehall-Parker Securities, Inc. · CRD 10608
Charles Wagner2761324Concord Investment Services, LLC. · CRD 151604
Jeffrey L Bangerter1687028Berthel Fisther & Co Finl Serv. Inc. · CRD 13609

Source: Form D, filed Dec 28, 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
N/A Nex Point Real Estate Advisors Iv, L.P Executive
N/A Nrea Meritage Investment Co., Llc Promoter
N/A Nrea Meritage 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