Form D · Other Real Estate

Self-Storage Portfolio VII DST

Oak Brook, IL · CIK 0001776277

Offering snapshot reported Jul 8, 2020 · SEC filing

Reported sold
$41.9M
Offering amount: $66.2M
Investors reported
139
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$20.9M$41.9MMay 13, 2019: $432,317.00May 13, 2019Jun 13, 2019: $5,524,152.00Sep 6, 2019: $35,735,880.00Sep 6, 2019Sep 12, 2019: $38,155,715.00Nov 12, 2019: $41,854,517.00Jul 8, 2020: $41,854,517.00Jul 8, 2020

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 8, 2020Amendment$41,854,517$0vs Nov 12, 2019139SEC filing
Nov 12, 2019Amendment$41,854,517$3,698,802vs Sep 12, 2019139SEC filing
Sep 12, 2019Amendment$38,155,715$2,419,835vs Sep 6, 2019129SEC filing
Sep 6, 2019Amendment$35,735,880$30,211,728vs Jun 13, 2019124SEC filing
Jun 13, 2019Amendment$5,524,152$5,091,835vs May 13, 201916SEC filing
May 13, 2019Initial$432,317No comparison1SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$3.31M (estimated)
Finders' fees
$0
Form D file number
021-339480
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
INLAND SECURITIES CORPORATION15807
STONECREST CAPITAL MARKETS, INC.39616
DFPG INVESTMENTS, INC.155576
ARETE WEALTH MANAGEMENT, LLC44856
COLORADO FINANCIAL SERVICE CORPORATION104343
CONCORDE INVESTMENT SERVICES, LLC151604
KALOS CAPITAL, INC.44337
WEALTHFORGE SECURITIES, LLC152550
SAGEPOINT FINANCIAL, INC.133763
1ST GLOBAL CAPITAL CORP.30349
AMERICAN INVESTORS COMPANY38
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.18487
APW CAPITAL, INC.43814
CALTON & ASSOCIATES, INC.20999
CAMBRIDGE INVESTMENT RESEARCH, INC.39543
EMERSON EQUITY LLC130032
FSC SECURITIES CORPORATION7461
HD VEST INVESTMENT SERVICES13686
KOVACK SECURITIES INC.44848
LINCOLN FINANCIAL ADVISORS CORPORATION3978
M. S. HOWELLS & CO.104100
NEWBRIDGE SECURITIES CORPORATION104065
PRIMEX29394
PRIVATE CLIENT SERVICES, LLC120222
ROYAL ALLIANCE ASSOCIATES, INC.23131
TFS SECURITIES, INC.20626
THE STRATEGIC FINANCIAL ALLIANCE, INC.126514
WESTERN INTERNATIONAL SECURITIES, INC.39262
WESTPARK CAPITAL, INC.39914
Crown Capital Securities L.P.6312
Great Point Capital LLC114203
NPB Financial Group, LLC137743
Woodbury Financial Services, Inc.421
COMMONWEALTH FINANCIAL NETWORK8032
LINCOLN FINANCIAL SECURITIES CORPORATION3870
NATIONAL SECURITIES CORPORATION7569
Ausdal Financial Partners, Inc.7995
International Assets Advisory, LLC10645
MCDERMOTT INVESTMENT SERVICES, LLC154926
Centaurus Financial, Inc.30833
Avantax Investment Services Inc13686
Parkland Securities, LLC115368

Source: Form D, filed Jul 8, 2020. 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
N/A Inland Private Capital Corporation Executive
Keith Lampi Executive
N/A Self Storage Portfolio Vii Exchange, L.L.C. Executive
N/A Self Storage Portfolio Vii, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523