Form D · Other Real Estate

Pharmacy Portfolio V DST

Oak Brook, IL · CIK 0001566404

Offering snapshot reported Apr 8, 2013 · SEC filing

Reported sold
$7.07M
Offering amount: $7.07M
Investors reported
36
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jan 17, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.53M$7.07MJan 29, 2013: $3,214,975.00Jan 29, 2013Feb 12, 2013: $5,829,256.00Feb 12, 2013Feb 27, 2013: $6,851,495.00Feb 27, 2013Apr 8, 2013: $7,066,649.00Apr 8, 2013

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$6,851,495 → $7,066,649
  • Reported investors35 → 36

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 8, 2013Amendment$7,066,649$215,154vs Feb 27, 201336SEC filing
Feb 27, 2013Amendment$6,851,495$1,022,239vs Feb 12, 201335SEC filing
Feb 12, 2013Amendment$5,829,256$2,614,281vs Jan 29, 201328SEC filing
Jan 29, 2013Initial$3,214,975No comparison18SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$424K (estimated)
Finders' fees
$0
Form D file number
021-190947
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Leslie M. Pappas1735372Sandlapper Securities, LLC · CRD 137906
Troy Thomas4691720McDermott Investment Services, LLC · CRD 154926
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Timothy R. Tehan3230535Triad Advisors, Inc. · CRD 25803
John P. Harvey, Jr.4227692Sandlapper Securities, LLC · CRD 137906
Gregory S. Horning2921711Triad Advisors, Inc. · CRD 25803
Keith D. Lampi4763153Inland Securities Corporation · CRD 15807
William P. Brennan3090544Independent Financial Group, LLC · CRD 7717
Brian G. Brown810068The Strategic Financial Alliance, Inc. · CRD 126514
Rocco A. Cortese4681807Concorde Investment Services, LLC · CRD 151604
Edward J. Garrone218334American Investors Company · CRD 38
Marilee A. Hill2768544Concorde Investment Services, LLC · CRD 151604
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Tomas J. Velken1600404Sigma Financial Corporation · CRD 14303
Andrew W. Topka5070107Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Dennis I. Weiss462338American Investors Company · CRD 38
Stephen R. Holt5900842Sandlapper Securities, LLC · CRD 137906

Source: Form D, filed Apr 8, 2013. 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
Capital Corporation Inland Private Promoter
Portfolio V, L.L.C. Pharmacy Promoter
V Exchange, L.L.C. Pharmacy Portfolio Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523