Form D · Other Real Estate

Self-Storage Portfolio X DST

Oak Brook, IL · CIK 0001805086

Offering snapshot reported May 7, 2020 · SEC filing

Reported sold
$27.8M
Offering amount: $49.5M
Investors reported
79
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Feb 18, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13.9M$27.8MMar 3, 2020: $615,443.00Mar 3, 2020Mar 9, 2020: $2,571,788.00Apr 10, 2020: $11,920,915.00Apr 10, 2020Apr 27, 2020: $25,543,585.00May 7, 2020: $27,823,603.00May 7, 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.

  • Reported sold$25,543,585 → $27,823,603
  • Reported investors69 → 79

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 7, 2020Amendment$27,823,603$2,280,018vs Apr 27, 202079SEC filing
Apr 27, 2020Amendment$25,543,585$13,622,670vs Apr 10, 202069SEC filing
Apr 10, 2020Amendment$11,920,915$9,349,127vs Mar 9, 202036SEC filing
Mar 9, 2020Amendment$2,571,788$1,956,345vs Mar 3, 202010SEC filing
Mar 3, 2020Initial$615,443No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.49M (estimated)
Finders' fees
$0
Form D file number
021-361835
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
Emerson Equity LLC130032
Cabot Lodge Securities LLC159712
DAI Securities LLC36673
DFPG Investments, Inc.155576
First Allied Securities Inc.32444
HARBOUR INVESTMENTS, INC.19258
JRL Capital Corporation10225
FSC Securities Corporation7461
Investacorp, Inc.7684
Investment Architects, Inc.17774
Westpark Capital Inc39914
Avantax Investment Services Inc13686
Dempsey Lord Smith, LLC141238
Thornhill Securities Inc22333
RCX Capital Group LLC114290
Cambridge Investment Research39543
Lincoln Financial Advisors3978
MADISON AVENUE SECURITIES, LLC23224
Triad Advisors, Inc.25803
Woodbury Financial Services, Inc.421
Cetera Advisor Networks, LLC13572
Securities America Inc.10205
Ameritas Investment Corp.14869
Arkadios Capital282710
Calton & Associates, Inc.20999
Capulent LLC55155
Concorde Investment Services, LLC151604
Lightpath Capital Inc.34617
The Strategic Financial Alliance126514
WealthForge Securities LLC152550

Source: Form D, filed May 7, 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 D. Lampi Executive
N/A Self Storage Portfolio X Exchange, L.L.C. Executive
N/A Self Storage Portfolio X, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523