Form D · Other Real Estate

Orlando Student Housing DST

Oak Brook, IL · CIK 0001653620

Offering snapshot reported Jan 26, 2016 · SEC filing

Reported sold
$31.1M
Offering amount: $31.1M
Investors reported
109
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 25, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.6M$31.1MOct 5, 2015: $1,463,212.00Oct 5, 2015Jan 26, 2016: $31,115,475.00Jan 26, 2016

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$1,463,212 → $31,115,475
  • Reported investors3 → 109

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 26, 2016Amendment$31,115,475$29,652,263vs Oct 5, 2015109SEC filing
Oct 5, 2015Initial$1,463,212No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.46M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-248759
Amount includes selling commissions, dealer fee and placement agent fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Troy Thomas4691720McDermott Investment Services LLC · CRD 154926
Concorde Investment Services LLC151604Concorde Investment Services LLC · CRD 151604
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Tomas J. Velken1600404Sigma Financial Corporation · CRD 14303
Edwin T. Suzuki4851317Newport Coast Securities Inc. · CRD 16944
David B. Levinson705929Newport Coast Securities Inc. · CRD 16944
Christina Nielson4866971Primex · CRD 29394
Michael G. Steinthal435071Primex · CRD 29394
Curtis H. Smiley4443310Primex · CRD 29394
Joseph G. Michaletz1327534Triad Advisors Inc. · CRD 25803
Stanley Lewandoski II4476450Triad Advisors Inc. · CRD 25803
Timothy W. Greer731658Triad Advisors Inc. · CRD 25803
Peter A. Finnegan1336798Phalanx Trading LLC · CRD 146993
Meg Green714332Sterne Agee Financial Services Inc. · CRD 18456
Todd M. Battaglia1965041Sterne Agee Financial Services Inc. · CRD 18456
Carol L. King48903941st Global Capital Corp. · CRD 30349
Robert B. Charlton II44103331st Global Capital Corp. · CRD 30349
Kyle H. Imholte54489501st Global Capital Corp. · CRD 30349
Larry D. Newman347180Calton & Associates Inc. · CRD 20999
John D. Powell1196945Calton & Associates Inc. · CRD 20999
Mark Iskander2326918Sagepoint Financial Inc. · CRD 133763
Michael A. Bruggemann5500983Sagepoint Financial Inc. · CRD 133763
Troy T. Wada5636479Sagepoint Financial Inc. · CRD 133763
Patrick J. Lynch III1632895Investacorp Inc. · CRD 7684
Scott J. Langham4552006Investacorp inc. · CRD 7684
Sherry L. Malone1107276Investacorp Inc. · CRD 7684
Matthew R. Schanz6382829The Strategic Financial Alliance Inc. · CRD 126514
Kathryn P. Gustafson2926226The Strategic Financial Alliance Inc. · CRD 126514
Ralph S. Waller3196853Woodbury Financial Services Inc. · CRD 421
Mark Dormire4959390Woodbury Financial Services Inc. · CRD 421
Benjamin J. Tutschulte4415449Woodbury Financial Services Inc. · CRD 421
Robert E. Burns4066393VSR Financial Services Inc. · CRD 14503
Mitchal D. O'Hare4561108Transamerica Financial Advisors Inc. · CRD 16164
Sigrid A. Daugaard5481583Transamerica Financial Advisors Inc. · CRD 16164
Lisa M. Lyons2086482Royal Alliance Associates Inc. · CRD 23131
Grant C. Conness4778193G.F. Investment Services LLC · CRD 132939
Matthew E. Roberson3090052Lincoln Financial Advisors Corporation · CRD 3978
Brandon M. Nelson31253776Lincoln Financial Advisors Corporation · CRD 3978
Lawrence R. Fiorini Jr.1988099CliftonLarsonAllen Wealth Advisors LLC · CRD 38357
Richard W. Hsieh2934210First Allied Securities Inc. · CRD 32444
Timothy J. Sherer833618Sandlapper Securities LLC · CRD 137906
Ryan J. Sherer5952617Sandlapper Securities LLC · CRD 137906
Eric W. Holtz5821492Summit Brokerage Services Inc. · CRD 34643
Michael L. DiGaetano2378300Summit Brokerage Services Inc. · CRD 34643
Marijo Dluzak1338859FSC Securities Corporation · CRD 7461

Source: Form D, filed Jan 26, 2016. 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 Inland Private Capital Corporation Executive
N/A Orlando Student Housing Exchange, L.L.C. Executive
N/A Orlando Student Housing, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523