Form D · Other Real Estate

Pharmacy Portfolio VII DST

Oak Brook, IL · CIK 0001628725

Offering snapshot reported Apr 23, 2015 · SEC filing

Reported sold
$14.8M
Offering amount: $14.8M
Investors reported
44
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 11, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.41M$14.8MDec 22, 2014: $557,918.00Dec 22, 2014Dec 30, 2014: $1,284,134.00Jan 20, 2015: $2,994,671.00Jan 28, 2015: $5,368,570.00Feb 11, 2015: $6,428,242.00Mar 3, 2015: $9,522,563.00Mar 17, 2015: $11,534,260.00Apr 23, 2015: $14,818,729.00Apr 23, 2015

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$11,534,260 → $14,818,729
  • Reported investors37 → 44

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 23, 2015Amendment$14,818,729$3,284,469vs Mar 17, 201544SEC filing
Mar 17, 2015Amendment$11,534,260$2,011,697vs Mar 3, 201537SEC filing
Mar 3, 2015Amendment$9,522,563$3,094,321vs Feb 11, 201531SEC filing
Feb 11, 2015Amendment$6,428,242$1,059,672vs Jan 28, 201526SEC filing
Jan 28, 2015Amendment$5,368,570$2,373,899vs Jan 20, 201520SEC filing
Jan 20, 2015Amendment$2,994,671$1,710,537vs Dec 30, 201414SEC filing
Dec 30, 2014Amendment$1,284,134$726,216vs Dec 22, 20146SEC filing
Dec 22, 2014Initial$557,918No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$704K (estimated)
Finders' fees
$0
Form D file number
021-230640
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

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Dwight K. Kay5376903Concorde Investment Services, LLC · CRD 151604
John S. Weiss1097536Crown Capital Securities, L.P. · CRD 6312
Chay T. Lapin6275140Concorde Investment Services, LLC · CRD 151604
Barry W. Lemay306332Concorde Investment Services, LLC · CRD 151604
Taylor D. Ashland5732470Parkland Securities, LLC · CRD 115368
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
Michael A. Bendix5379777DFPG Investments, Inc. · CRD 155576
Corbin S. Thomas4234748McDermott Investment Services, LLC · CRD 154926
Mark A. Kosanke2317906Concorde Investment Services, LLC · CRD 151604
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Mark A. Law2899049Commonwealth Financial Network · CRD 8032
James T. Walesa1061209Triad Advisors, Inc. · CRD 25803
Troy Thomas4691720McDermott Investment Services, LLC · CRD 154926
David B. Levinson705929Newport Coast Securities, Inc. · CRD 16944
William J. Connaker5853942Newport Coast Securities, Inc. · CRD 16944
William S. Sheehan2328614DFPG Investments, Inc. · CRD 155576
Tomas J. Velken1600404Sigma Financial Corporation · CRD 14303
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Matthew B. Brozik5963665Triad Advisors, Inc. · CRD 25803
Joseph A. Nugent4019776Concorde Investment Services, LLC · CRD 151604
Charles B. Runnels6199672T.R. Winston & Company, LLC · CRD 10571
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Terri L. Fassi2526113Centaurus Financial, Inc. · CRD 30833
John P. Harvey, Jr.4227692Sandlapper Securities, LLC · CRD 137906
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Robert A. Horning2311640Centaurus Financial, Inc. · CRD 30833
Robert J. Binkele2393598J.P. Turnder & Company, L.L.C. · CRD 43177

Source: Form D, filed Apr 23, 2015. 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 Vii, L.L.C. Pharmacy Promoter
Exchange, L.L.C. Pharmacy Portfolio Vii Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523