Form D · Other Real Estate

PNS Grocery DST

Oak Brook, IL · CIK 0001550183

Offering snapshot reported Aug 21, 2013 · SEC filing

Reported sold
$7.45M
Offering amount: $7.45M
Investors reported
50
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 18, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.73M$7.45MMay 25, 2012: $154,522.00May 25, 2012Jun 8, 2012: $662,522.00Jun 27, 2012: $1,325,145.00Jul 24, 2012: $2,911,833.00Aug 9, 2012: $3,316,800.00Sep 18, 2012: $4,488,133.00Nov 28, 2012: $5,458,000.00Jan 9, 2013: $6,617,643.00Feb 27, 2013: $7,026,247.00Aug 21, 2013: $7,452,225.00Aug 21, 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$7,026,247 → $7,452,225
  • Reported investors44 → 50

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 21, 2013Amendment$7,452,225$425,978vs Feb 27, 201350SEC filing
Feb 27, 2013Amendment$7,026,247$408,604vs Jan 9, 201344SEC filing
Jan 9, 2013Amendment$6,617,643$1,159,643vs Nov 28, 201242SEC filing
Nov 28, 2012Amendment$5,458,000$969,867vs Sep 18, 201237SEC filing
Sep 18, 2012Amendment$4,488,133$1,171,333vs Aug 9, 201230SEC filing
Aug 9, 2012Amendment$3,316,800$404,967vs Jul 24, 201220SEC filing
Jul 24, 2012Amendment$2,911,833$1,586,688vs Jun 27, 201217SEC filing
Jun 27, 2012Amendment$1,325,145$662,623vs Jun 8, 20129SEC filing
Jun 8, 2012Amendment$662,522$508,000vs May 25, 20124SEC filing
May 25, 2012Initial$154,522No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$522K (estimated)
Finders' fees
$0
Form D file number
021-178856
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
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Brent S. Pine1618007Geneos Wealth Management, Inc. · CRD 120894
Rocco A. Cortese4681807Concorde Investment Services, LLC · CRD 151604
Tomas J. Velken1600404Sigma Financial Corporation · CRD 14303
Patrick R. Conway1337831Investacorp, Inc. · CRD 7684
William S. Sheehan2328614Investors Capital Corp. · CRD 30613
Thomas R. Romain4307110Sigma Financial Corporation · CRD 14303
Gary G. Benson1182211NPB Financial Group, LLC · CRD 137743
Jeffery W. Graumlich4816380Sigma Financial Corporation · CRD 14303
Donald L. Hartmann1003231JRL Capital Corporation · CRD 10225
Manuel Ramos1956224Centaurus Financial, Inc. · CRD 30833
Jeffrey B. Baker2102752Vanderbilt Securities, LLC · CRD 5953
Mark G. Kosanke2317906Concorde Investment Services, LLC · CRD 151604
Gregory A. Merritt1489718Concorde Investment Services, LLC · CRD 151604
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Jonathan D. Keller4344114Sigma Financial Corporation · CRD 14303
John H. Scully803539Centaurus Financial, Inc. · CRD 30833
John G. Chess4812430Investacorp, Inc. · CRD 7684
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
Michael W. Newton2185103Investment Planners, Inc. · CRD 18557
Phillip H. Lafler2844926Sanlapper Securities, LLC · CRD 137906
Robert A. Cannon2765289Centaurus Financial, Inc. · CRD 30833
Roger T. Tadsen105310Northland Securities, Inc. · CRD 40258
Noel W. Bragg, Sr.1175231Newport Coast Securities, Inc. · CRD 16944
Bruce A. Carroll1319858Harbour Investments, Inc. · CRD 19258
Richard Zuvella5207826Sigma Financial Corporation · CRD 14303
Daniel T. Hawtree1578583Sigma Financial Corporation · CRD 14303
Robert L. Boggess5007422Sandlapper Securities, LLC · CRD 137906
James M. Senglaub1060459Harbour Investments, Inc. · CRD 19258

Source: Form D, filed Aug 21, 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
Grocery, L.L.C. Pns Promoter
Exchange, L.L.C. Pns Grocery Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523