Form D · Other Real Estate

Self-Storage Portfolio III DST

Oak Brook, IL · CIK 0001702835

Offering snapshot reported Aug 22, 2017 · SEC filing

Reported sold
$20M
Offering amount: $20M
Investors reported
66
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Mar 23, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10M$20MApr 7, 2017: $763,222.00Apr 7, 2017Apr 20, 2017: $2,064,730.00May 2, 2017: $3,828,615.00May 11, 2017: $5,760,349.00May 23, 2017: $8,400,130.00May 31, 2017: $11,382,858.00Jun 19, 2017: $14,152,109.00Jun 29, 2017: $16,146,098.00Jul 6, 2017: $1,553,040.00Jul 10, 2017: $1,277,850.00Jul 20, 2017: $18,995,762.00Aug 22, 2017: $20,001,613.00Aug 22, 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$18,995,762 → $20,001,613
  • Reported investors63 → 66

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 22, 2017Amendment$20,001,613$1,005,851vs Jul 20, 201766SEC filing
Jul 20, 2017Amendment$18,995,762$17,717,912vs Jul 10, 201763SEC filing
Jul 10, 2017Amendment$1,277,850-$275,190vs Jul 6, 201760SEC filing
Jul 6, 2017Amendment$1,553,040-$14,593,058vs Jun 29, 201758SEC filing
Jun 29, 2017Amendment$16,146,098$1,993,989vs Jun 19, 201754SEC filing
Jun 19, 2017Amendment$14,152,109$2,769,251vs May 31, 201746SEC filing
May 31, 2017Amendment$11,382,858$2,982,728vs May 23, 201739SEC filing
May 23, 2017Amendment$8,400,130$2,639,781vs May 11, 201729SEC filing
May 11, 2017Amendment$5,760,349$1,931,734vs May 2, 201719SEC filing
May 2, 2017Amendment$3,828,615$1,763,885vs Apr 20, 201713SEC filing
Apr 20, 2017Amendment$2,064,730$1,301,508vs Apr 7, 20179SEC filing
Apr 7, 2017Initial$763,222No comparison6SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1M (estimated)
Finders' fees
$0
Form D file number
021-284361
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
Robert S. Smith1412333Concorde Investment Serivces, LLC · CRD 151604
Christina S. Nielson4866971Primex · CRD 29394
Silver Portal Capital LLC114290Silver Portal Capital LLC · CRD 114290
Michele E. Tremblay44389271st Global Capital Corp. · CRD 30349
Jonathan A. Creighton1495897Concorde Investment Services, LLC · CRD 151604
Paul B. Abbou42341531st Global Capital Corp. · CRD 30349
David K. Hays2434893J.W. Cole Financial, Inc. · CRD 124583
David B. Levinson705929Westpark Capital, Inc. · CRD 39914
James T. Walesa1061209Triad Advisors, Inc. · CRD 25803
Nathaniel M. Kuhn4624143Concorde Investmetn Services, LLC · CRD 151604
Mark G. Kosanke2317906Concorde Investment Services, LLC · CRD 151604
Kathleen M. Williams-Price2450125Lowell & Company, Inc. · CRD 24913
James C. Reed55451151st Global Capital Corp. · CRD 30349
Jason D. Stone5455271Crown Capital Securities, L.P. · CRD 6312
Edward J. Waldron III2216457Lincoln Financial Advisors Corporation · CRD 3978
Keith A. Vanhoy49107221st Global Capital Corp, · CRD 30349
Gary E. Conley52159American Investors Company · CRD 38
John L. Przybysz64436451st Global Capital Corp. · CRD 30349
Thomas G. Justice2786145Conover Securities Corporation · CRD 17129
Brandon M. Nelson3125377Lincoln Financial Advisors Corporation · CRD 3978
Jeremy P. Prickel49556891st Global Capital Corp. · CRD 30349
James M. Gambaccini4619759The Strategic Financial Alliance, Inc. · CRD 126514
April D. Guinchard1729146Silver Portal Capital LLC · CRD 114290
John R. Marshall2811801Lincoln Financial Advisors Corporation · CRD 3978
Rollance A. Verkennis Jr.2766877Lincoln Financial Advisors Corporation · CRD 3978
Brian E. Kampbell421132Voya Financial Advisors, Inc. · CRD 2882
Gary G. Benson1182211NPB Financial Group, LLC · CRD 137743
Terrence J. Scroggin45833171st Global Capital Corp. · CRD 30349
Brian C. Greenberg2838651Lincoln Financial Advisors Corporation · CRD 3978
Timothy R. Tehan3230535Triad Advisors, Inc. · CRD 25803
Evan B. Dickens60014071st Global Capital Corp. · CRD 30349
James S. Roof4694686Financial Advisors Corporation · CRD 3978
Edward C. Rusnak4981734Lincoln Financial Advisors Corporation · CRD 3978
Ducan Eng4981734Lincoln Financial Advisors Corporation · CRD 2536048
John E. Bishop866202Colorado Financial Service Corporation · CRD 104343
Ann H. Stewart2388888Cambridge Investment Research, Inc. · CRD 39543
James A. Parry Sr.1877092Triad Advisors, Inc. · CRD 25803
Gregory P. Hunter28672651st Global Capital Corp. · CRD 30349
Jeffery S. Powell31515001st Global Capital Corp. · CRD 30349

Source: Form D, filed Aug 22, 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
Iii, L.L.C. Self Storage Portfolio Promoter
Exchange, L.L.C. Self Storage Portfolio Iii Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523