Form D · Other Real Estate

Pharmacy Sale Leaseback II DST

Oak Brook, IL · CIK 0001612609

Offering snapshot reported Nov 10, 2014 · SEC filing

Reported sold
$10.3M
Offering amount: $10.3M
Investors reported
31
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 27, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.17M$10.3MJul 8, 2014: $203,326.00Jul 8, 2014Aug 1, 2014: $1,495,595.00Aug 27, 2014: $4,084,870.00Sep 10, 2014: $4,486,715.00Sep 23, 2014: $6,410,575.00Oct 6, 2014: $9,239,833.00Oct 17, 2014: $10,091,114.00Nov 10, 2014: $10,332,609.00Nov 10, 2014

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$10,091,114 → $10,332,609
  • Reported investors29 → 31

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 10, 2014Amendment$10,332,609$241,495vs Oct 17, 201431SEC filing
Oct 17, 2014Amendment$10,091,114$851,281vs Oct 6, 201429SEC filing
Oct 6, 2014Amendment$9,239,833$2,829,258vs Sep 23, 201422SEC filing
Sep 23, 2014Amendment$6,410,575$1,923,860vs Sep 10, 201416SEC filing
Sep 10, 2014Amendment$4,486,715$401,845vs Aug 27, 201413SEC filing
Aug 27, 2014Amendment$4,084,870$2,589,275vs Aug 1, 201411SEC filing
Aug 1, 2014Amendment$1,495,595$1,292,269vs Jul 8, 20145SEC filing
Jul 8, 2014Initial$203,326No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$491K (estimated)
Finders' fees
$0
Form D file number
021-220525
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
Norman G. Price2406981RP Capital LLC · CRD 134768
Dwight K. Kay5376903Concorde Investment Services, LLC · CRD 151604
Craig C. Meuer2412084J.W. Cole Financial, Inc. · CRD 124583
Charles J. Ferrari5415877Commonwealth Financial Network · CRD 8032
Paul M. Lawless1417030Ameritas Investment Corp. · CRD 14869
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Joseph R. Broadbent3132498DFPG Investments, Inc. · CRD 155576
Mark G. Kosanke2317906Concorde Investment Services, LLC · CRD 151604
Mark K. Johnson1433801Dougherty & Company LLC · CRD 7477
Chad Q. Quamme4413885Dougherty & Company LLC · CRD 7477
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Lanny R. Howarter813591Crown Capital Securities, L.P. · CRD 6312
Chay T. Lapin6275140Concorde Investment Services, LLC · CRD 151604
Robert A. Horning2311640Centaurus Financial, Inc. · CRD 30833
Trawnegan Gill6266415Sandlapper Securities, LLC · CRD 137906
Christopher T. Miller4044818Sandlapper Securities, LLC · CRD 137906
Peter A. Finnegan1336798Phalanx Trading, LLC · CRD 146993
Joseph A. Nugent4019776Concorde Investment Services, LLC · CRD 151604
Leonard R. Simpson1755726Ameritas Investment Corp. · CRD 14869
Richard Zuvella5207826Sigma Financial Corporation · CRD 14303
Christina S. Nielson4866971Primex · CRD 29394
Joseph M. Insalaco2978175Triad Advisors, Inc. · CRD 25803

Source: Form D, filed Nov 10, 2014. 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
Leaseback Ii, L.L.C. Pharmacy Sale Promoter
Leaseback Ii Exchange, L.L.C. Pharmacy Sale Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523