Form D · Other Real Estate

Palms @ Morada DST

Bellevue, WA · CIK 0001758900

Offering snapshot reported Apr 8, 2020 · SEC filing

Reported sold
$18M
Offering amount: $18.6M
Investors reported
53
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Oct 17, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.01M$18MDec 6, 2018: $1,550,000.00Dec 6, 2018Jan 18, 2019: $2,609,891.00Mar 29, 2019: $3,986,773.00Apr 8, 2019: $4,180,773.00Jul 8, 2019: $6,931,545.00Sep 19, 2019: $14,036,910.00Feb 4, 2020: $14,292,226.00Feb 27, 2020: $17,204,000.00Apr 8, 2020: $18,011,716.00Apr 8, 2020

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$17,204,000 → $18,011,716

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 8, 2020Amendment$18,011,716$807,716vs Feb 27, 202053SEC filing
Feb 27, 2020Amendment$17,204,000$2,911,774vs Feb 4, 202053SEC filing
Feb 4, 2020Amendment$14,292,226$255,316vs Sep 19, 201934SEC filing
Nov 14, 2019Initial$14,821,967No comparison40SEC filing
Sep 19, 2019Amendment$14,036,910$7,105,365vs Jul 8, 201934SEC filing
Jul 8, 2019Amendment$6,931,545$2,750,772vs Apr 8, 201926SEC filing
Apr 8, 2019Amendment$4,180,773$194,000vs Mar 29, 201914SEC filing
Mar 29, 2019Amendment$3,986,773$1,376,882vs Jan 18, 201913SEC filing
Jan 18, 2019Amendment$2,609,891$1,059,891vs Dec 6, 20187SEC filing
Dec 6, 2018Initial$1,550,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.49M (estimated)
Finders' fees
$0
Form D file number
021-327248
Includes commissions, wholesaling allowances, and managing broker-dealer fees.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CAPULENT LLC155155
PRIMEX29394
NEXTREND SECURITIES, INC.43710
WESTPARK CAPITAL, INC.39914
LIGHTPATH CAPITAL, INC34617
WEALTHFORGE SECURITIES, LLC152550
CABOT LODGE SECURITIES LLC159712
STONECREST CAPITAL MARKETS, INC.39616
INVESTMENT SECURITY CORPORATION47536
Purshe Kaplan Sterling Investments35747
Emerson Equity130032
WILLOW COVE INVESTMENT GROUP, INC.107824

Source: Form D, filed Apr 8, 2020. 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 Acg Financial, Inc. Promoter
N/A American Real Estate Fund, Llc Promoter
N/A Morada Partners, Llc Promoter
N/A Palms @ Morada Trustee Administration, Llc Promoter
Jon A Wood Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
110 110 Th Avenue Ne, Suite 550
Bellevue, WA, 98004