Form D · REITS and Finance
Realty Income U.S. Core Plus Fund REIT, LLC
San Diego, CA · CIK 0002085374
Offering snapshot reported Jan 21, 2026 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jan 9, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 21, 2026 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.5K (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-570645
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| CHARLES B. HARRISON | 3071551 | H&L EQUITIES, LLC · CRD 113794 |
| LORI MAYFIELD | 4899271 | H&L EQUITIES, LLC · CRD 113794 |
| PATRICK WHELCHEL | 5389090 | H&L EQUITIES, LLC · CRD 113794 |
| SCOTT HARRISON | 4981070 | H&L EQUITIES, LLC · CRD 113794 |
Source: Form D, filed Jan 21, 2026. 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.
| Name | Reported role |
|---|---|
| Neil M. Abraham | Executive, Promoter |
| Michelle Bushore | Executive, Promoter |
| Rob Gillis | Director, Promoter |
| Mark E. Hagan | Executive, Promoter |
| Shannon Kehle | Executive, Promoter |
| Bianca Martinez | Director, Promoter |
| Jonathan Pong | Executive, Promoter |
| Sumit Roy | Executive, Promoter |
| Gregory J. Whyte | Executive, Promoter |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
11995 El Camino Real
San Diego, CA, 92130
San Diego, CA, 92130