Form D · Other Real Estate

Power 5 Conference Student Housing I, DST

Ladera Ranch, CA · CIK 0001733016

Offering snapshot reported Sep 19, 2018 · SEC filing

Reported sold
$55.9M
Offering amount: $59.2M
Investors reported
160
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Feb 23, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$28M$55.9MMar 2, 2018: $738,587.00Mar 2, 2018Mar 9, 2018: $1,438,587.00Apr 2, 2018: $4,792,432.00Apr 9, 2018: $8,639,290.00Apr 17, 2018: $11,963,064.00Apr 30, 2018: $14,666,827.00May 8, 2018: $18,461,440.00Jul 5, 2018: $33,143,454.00Jul 25, 2018: $37,916,999.00Aug 29, 2018: $44,968,005.00Sep 19, 2018: $55,925,745.00Sep 19, 2018

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$44,968,005 → $55,925,745
  • Reported investors140 → 160

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 19, 2018Amendment$55,925,745$10,957,740vs Aug 29, 2018160SEC filing
Aug 29, 2018Amendment$44,968,005$7,051,006vs Jul 25, 2018140SEC filing
Jul 25, 2018Amendment$37,916,999$4,773,545vs Jul 5, 2018110SEC filing
Jul 5, 2018Amendment$33,143,454$14,682,014vs May 8, 201894SEC filing
May 8, 2018Amendment$18,461,440$3,794,613vs Apr 30, 201843SEC filing
Apr 30, 2018Amendment$14,666,827$2,703,763vs Apr 17, 201832SEC filing
Apr 17, 2018Amendment$11,963,064$3,323,774vs Apr 9, 201823SEC filing
Apr 9, 2018Amendment$8,639,290$3,846,858vs Apr 2, 201817SEC filing
Apr 2, 2018Amendment$4,792,432$3,353,845vs Mar 9, 20189SEC filing
Mar 9, 2018Amendment$1,438,587$700,000vs Mar 2, 20183SEC filing
Mar 2, 2018Initial$738,587No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$3.55M (estimated)
Finders' fees
$0
Form D file number
021-306847

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Great Point Capital, LLC114203
Independent Financial Group, LLC7717
Capital Financial Services, Inc.8408
Galt Financial Group, inc.146976
Wealthforge Securities, LLC152550
Crown Capital Securities, L.P.6312
Investacorp, Inc.7684
Vanderbilt Securities, LLC5953
Sandlapper Securities, LLC137906
McDermott Investment Services, LLC154926
International Assets Advisory, LLC10645
Cabot Lodge Securities LLC159712
Centaurus Financial, Inc.30833
Berthel, Fisher & Company Financial Services, Inc.13609
National Securities Corporation7569
WestPark Capital, Inc.39914
Capulent LLC155155
Center Street Securities26898
Coker & Palmer29163
Triad Advisors LLC25803
Metropolitan Capital Investment Banc, Inc.148820

Source: Form D, filed Sep 19, 2018. 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
H. Michael Schwartz Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
10 Terrace Road
Ladera Ranch, CA, 92694