Form D · Other Real Estate

Self-Storage Portfolio V DST

Oak Brook, IL · CIK 0001714749

Offering snapshot reported Dec 1, 2017 · SEC filing

Reported sold
$16.5M
Offering amount: $16.5M
Investors reported
36
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 21, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.24M$16.5MSep 1, 2017: $2,851,066.00Sep 1, 2017Sep 8, 2017: $10,043,642.00Sep 13, 2017: $12,912,371.00Sep 22, 2017: $14,603,641.00Sep 22, 2017Oct 10, 2017: $16,159,024.00Oct 10, 2017Dec 1, 2017: $16,488,801.00Dec 1, 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$16,159,024 → $16,488,801
  • Reported investors35 → 36

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 1, 2017Amendment$16,488,801$329,777vs Oct 10, 201736SEC filing
Oct 10, 2017Amendment$16,159,024$1,555,383vs Sep 22, 201735SEC filing
Sep 22, 2017Amendment$14,603,641$1,691,270vs Sep 13, 201732SEC filing
Sep 13, 2017Amendment$12,912,371$2,868,729vs Sep 8, 201729SEC filing
Sep 8, 2017Amendment$10,043,642$7,192,576vs Sep 1, 201719SEC filing
Sep 1, 2017Initial$2,851,066No comparison7SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$824K (estimated)
Finders' fees
$0
Form D file number
021-293946
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Christina S. Nielson4866971Primex · CRD 29394
Timothy L. Stauffer4178198Concorde Investment Services, LLC · CRD 151604
Corbin S. Thomas4234748McDermott Investment Services, LLC · CRD 154926
Tom T. Teraoka27803581st Global Capital Corp. · CRD 30349
Joseph G. Michaletz1327534Concorde Investment Services, LLC · CRD 151604
Marcia A. Geltman55406881st Global Capital Corp. · CRD 30349
Daniel P. Raupp4079107Concorde Investment Services, LLC · CRD 151604
Damian J. Dering2854253Concorde Investment Services, LLC · CRD 151604
Bryon J. Ishiwata46104561st Global Capital Corp. · CRD 30349
Delmar V. McKinney II1186853Concorde Investment Services, LLC · CRD 151604
Dominick J. Sarinelli54097291st Global Capital Corp. · CRD 30349
Preston P. Mokris5179201Concorde Investment Services, LLC · CRD 151604
James T. Walesa1061209Triad Advisors, Inc. · CRD 25803
Maureen L. Verduyn1239558Rance King Sercurities Corp. · CRD 15737
Nicholas J. Gardner5777904Rance King Sercurites Corp. · CRD 15737
Paul L. Roger6296495Silver Portal Capital LLC · CRD 114290
Inland Sercurities Corporation15807Inland Securities Corporation · CRD 15807
Mark L. Lopez11289661st Global Capital Corp. · CRD 30349
Justin C. Lowy5935993Crown Capital Securitie, L.P. · CRD 6312
Gregory P. Hunter28672651st Global Capital Corp. · CRD 30349
James A. Parry Sr.1877092Triad Advisors, Inc. · CRD 25803
Richard M. Waters Jr,2421557Infinex Investments, Inc. · CRD 35371
Michael T. Moomaw62363761st Global Capital Corp. · CRD 30349
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807

Source: Form D, filed Dec 1, 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
V, L.L.C. Self Storage Portfolio Promoter
Exchange, L.L.C. Self Storage Portfolio V Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523