Form D · Other Investment Fund

U.S. Real Estate Investment Fund, LLC

Boston, MA · CIK 0001379462

Offering snapshot reported Oct 21, 2026 · SEC filing

Reported sold: $8.52B
Investors reported: 633
Minimum accepted: $35K
First sale: Sep 15, 2006

Fundraising history

Reported sold

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$8,340,800,431 → $8,521,790,431
Reported investors627 → 633

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 21, 2026	Amendment	$8,521,790,431	$180,990,000vs Oct 22, 2025	633	SEC filing
Oct 22, 2025	Amendment	$8,340,800,431	$235,462,000vs Oct 24, 2024	627	SEC filing
Oct 24, 2024	Amendment	$8,105,338,431	$69,010,000vs Oct 24, 2023	608	SEC filing
Oct 24, 2023	Amendment	$8,036,328,431	$319,421,723vs Oct 24, 2022	603	SEC filing
Oct 24, 2022	Amendment	$7,716,906,708	$924,729,165vs Nov 12, 2021	581	SEC filing
Nov 12, 2021	Amendment	$6,792,177,543	$1,303,266,649vs Nov 12, 2020	506	SEC filing
Nov 12, 2020	Amendment	$5,488,910,894	$683,431,701vs Nov 12, 2019	465	SEC filing
Nov 12, 2019	Amendment	$4,805,479,193	No comparison	434	SEC filing
Nov 14, 2017	Amendment	$3,481,137,366	$465,727,822vs Nov 14, 2016	320	SEC filing
Nov 14, 2016	Amendment	$3,015,409,544	$957,095,947vs Nov 13, 2015	281	SEC filing
Nov 13, 2015	Amendment	$2,058,313,597	$732,994,623vs Nov 26, 2014	226	SEC filing
Nov 26, 2014	Amendment	$1,325,318,974	$447,614,205vs Nov 4, 2013	165	SEC filing
Nov 18, 2014	Amendment	$1,325,318,974	$447,614,205vs Nov 4, 2013	165	SEC filing
Nov 4, 2013	Amendment	$877,704,769	$142,581,472vs Jul 13, 2012	125	SEC filing
Jul 13, 2012	Amendment	$735,123,297	$139,441,879vs Jul 14, 2011	97	SEC filing
Jul 14, 2011	Amendment	$595,681,418	$0vs Jul 14, 2010	49	SEC filing
Jul 14, 2010	Amendment	$595,681,418	$28,728,663vs Jun 18, 2009	49	SEC filing
Jun 18, 2009	Amendment	$566,952,755	No comparison	49	SEC filing
Oct 13, 2006	Paper	Not reported	No comparison	Not reported	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-96109

Issuer pays no such fees or expenses. The manager of the Issuer previously entered into placement arrangements with the entities named in Section 12 pursuant to which the manager made payments in connection with the marketing of interests in the issuer.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
CHERRY TREE & ASSOCIATES	115151	CHERRY TREE & ASSOCIATES · CRD 115151
MATRIX CAPITAL GROUP, INC	33364	MATRIX CAPITAL GROUP, INC · CRD 33364
CAPFINANCIAL SECURITIES, LLC	126291	CAPFINANCIAL SECURITIES, LLC · CRD 126291
RSP Investments, LLC	161622	RSP Investments, LLC · CRD 161622

Source: Form D, filed Oct 21, 2026. 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
Name	Reported role
David S. Carella	Executive
Marie Louise Manon Lauren Freese	Director, Executive
Paul J. Nasser	Executive
Peter Palandjian	Director, Executive
Ira Stepanian	Director
Thomas R. Taranto, Jr.	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1270 Soldiers Field Rd
Boston, MA, 02135