Form D · Other Real Estate
Trilogy Real Estate Investment Trust
Irvine, CA · CIK 0001662631
Offering snapshot reported Jan 6, 2016 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jan 6, 2016 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 6, 2016 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-254653
The sales commission will be 5% of the total capital raised.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| H & L Equities, LLC | 113794 | Phyllis J. Beck · CRD 1020488 |
Source: Form D, filed Jan 6, 2016. 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.
| Name | Reported role |
|---|---|
| Trilogy Jv, Llc Gahc3 | Director, Executive |
| Reit Iii, Inc. Griffin American Healthcare | Director, Executive |
| Holdings, Lp Griffin American Healthcare Reit Iii | Director, Executive |
| Jeffrey Hanson | Executive |
| Dan Prosky | Executive |
| Mathieu Streiff | Executive |
| Holdings, Llc Trilogy Reit | Director, Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
18191 Von Karman Avenue, Suite 300
Irvine, CA, 92612
Irvine, CA, 92612