Form D · Other Real Estate

Self-Storage Portfolio II DST

Oak Brook, IL · CIK 0001691225

Offering snapshot reported Oct 5, 2017 · SEC filing

Reported sold
$21.4M
Offering amount: $21.4M
Investors reported
86
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 23, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10.7M$21.4MDec 6, 2016: $582,949.00Dec 6, 2016Dec 13, 2016: $2,705,680.00Dec 21, 2016: $3,126,664.00Dec 29, 2016: $3,929,248.00Jan 9, 2017: $4,590,983.00Feb 6, 2017: $6,169,588.00Feb 16, 2017: $6,950,876.00Feb 24, 2017: $7,663,672.00Mar 6, 2017: $9,211,920.00Mar 20, 2017: $11,386,914.00Apr 5, 2017: $14,503,147.00Jun 9, 2017: $18,824,379.00Aug 23, 2017: $20,991,830.00Oct 5, 2017: $21,384,982.00Oct 5, 2017

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$20,991,830 → $21,384,982
  • Reported investors84 → 86

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 5, 2017Amendment$21,384,982$393,152vs Aug 23, 201786SEC filing
Aug 23, 2017Amendment$20,991,830$2,167,451vs Jun 9, 201784SEC filing
Jun 9, 2017Amendment$18,824,379$4,321,232vs Apr 5, 201776SEC filing
Apr 5, 2017Amendment$14,503,147$3,116,233vs Mar 20, 201757SEC filing
Mar 20, 2017Amendment$11,386,914$2,174,994vs Mar 6, 201749SEC filing
Mar 6, 2017Amendment$9,211,920$1,548,248vs Feb 24, 201742SEC filing
Feb 24, 2017Amendment$7,663,672$712,796vs Feb 16, 201733SEC filing
Feb 16, 2017Amendment$6,950,876$781,288vs Feb 6, 201729SEC filing
Feb 6, 2017Amendment$6,169,588$1,578,605vs Jan 9, 201725SEC filing
Jan 9, 2017Amendment$4,590,983$661,735vs Dec 29, 201619SEC filing
Dec 29, 2016Amendment$3,929,248$802,584vs Dec 21, 201615SEC filing
Dec 21, 2016Amendment$3,126,664$420,984vs Dec 13, 201611SEC filing
Dec 13, 2016Amendment$2,705,680$2,122,731vs Dec 6, 20169SEC filing
Dec 6, 2016Initial$582,949No comparison3SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.06M (estimated)
Finders' fees
$0
Form D file number
021-275678
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lois A. Leynse2949395HD Vest Investment Servics · CRD 13686
David B. Levinson705929Westpark Capital, Inc. · CRD 39914
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
David A. Schlein43344701st Global Capital Corp. · CRD 30349
Nathaniel M. Kuhn4624143Concorde Investment Services, LLC · CRD 151604
Scott P. Inabnet46034811st Global Capital Corp. · CRD 30349
Edwin T. Suzuki4851317Westpark Capital Inc. · CRD 39914
Mark L. Lopez11289661st Global Capital Corp. · CRD 30349
John G. Chess4812430Investcorp, Inc. · CRD 7684
Jeffery S. Powell31815001st Global Capital Corp. · CRD 30349
William S. Sheehan2328614DFPG Investments, Inc. · CRD 155576
Robert J. Rounsfull52617391st Global Capital Corp. · CRD 30349
Martin H. Mc Farlin2838151Kalos Capital, Inc. · CRD 44337
Joseph G. Michaletz1327534Concorde Investment Services, LLC · CRD 151604
Lawrence J. Howard6451974Silver Portal Capital LLC · CRD 114290
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
John W. Goff1919761Investacorp, Inc. · CRD 7684
Silver Portal Capital LLC114290Silver Portal Capital LLC · CRD 114290
Gene A. Brehm28154371st Global Capital Corp. · CRD 30349
James S. Warring3198200Triad Advisors, Inc. · CRD 25803
Thomas Ealy863042Investment Planners, Inc. · CRD 18557
David C. Ortiz2832023Investacorp, Inc. · CRD 7684
Preston P. Mokris5179201Concorde Investment Services, LLC · CRD 151604
Christina S. Nielson4866971Primex · CRD 29394
Patrick B. Healey2816003Kalos Capital, Inc, · CRD 44337
Jason D. Landers4568522Keel Point Capital, LLC · CRD 6769
Daniel P. Raupp4079107Concorde Investment Services, LLC · CRD 151604
Steven M. Netzel2863170Kalos Capital Inc. · CRD 44337
David M. Nelson2120855Cambridge Investment Research, Inc. · CRD 39543
Joseph R. Broadbent3132498DFPG Investments, Inc. · CRD 155576
Kenneth M. Nelson3231051Cambridge Investment Research, Inc. · CRD 39543
Chin Po2646769HD Vest Investment Services · CRD 13686
Marco A. Scalco56106261st Global Capital Corp. · CRD 30349
Carl Edwards Jr.5550414Calton & Associates, Inc. · CRD 20999
Robert R. Tweed2339324Cabot Lodge Securities, LLC · CRD 23224
Jason T. Lambert6155850Madison Avenue Securities, LLC · CRD 23224
Marco A. Seeherman1131557Calton & Associates, Inc. · CRD 20999
Jason P. Connolly4708924DFPG Investments, Inc. · CRD 155576
Darren P. Speight5347461DFPG Investments, Inc. · CRD 155576
Shawn L. Valentine4632973Calton & Associates, Inc. · CRD 463973
Evan B. Dickens60014071st Global Capital Corp. · CRD 30349
David Pitcher44848201st Global Capital Corp. · CRD 30349
Brent W. Lee5436195Concorde Investment Services, LLC · CRD 151604
Stanley Lewandoski II4476450Triad Advsiors, Inc. · CRD 25803
Ann H. Stewart2388888Cambridge Investment Research, Inc. · CRD 39543
James A. Parry Sr.1877092Triad Advisors, Inc. · CRD 25803
Jeffrey B. Baker2102752Vanderbilt Securities, LLC · CRD 5953
Berge Avedisian27502101st Global Capital Corp. · CRD 30349

Source: Form D, filed Oct 5, 2017. 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
Keith Lampi Executive
Ii, L.L.C. Self Storage Portfolio Promoter
Exchange, L.L.C. Self Storage Portfolio Ii Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523