Form D · Other Real Estate

VA Coastal Logistics DST

Oak Brook, IL · CIK 0001891498

Offering snapshot reported Oct 21, 2022 · SEC filing

Reported sold
$178M
Offering amount: $178M
Investors reported
408
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 21, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$89M$178MNov 2, 2021: $3,374,622.00Nov 2, 2021Oct 21, 2022: $178,000,547.00Oct 21, 2022

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$3,374,622 → $178,000,547
  • Reported investors8 → 408

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 21, 2022Amendment$178,000,547$174,625,925vs Nov 2, 2021408SEC filing
Nov 2, 2021Initial$3,374,622No comparison8SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$8.9M (estimated)
Finders' fees
$0
Form D file number
021-419498

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Coporation15807
Huntwicke Securities, LLC146993
Metropolitan Capital Investment Banc, Inc.148820
NexTrend Securities, Inc.43710
Thornhill Securities, Inc.22333
Arkadios Capital282710
Nationwide Planning Associates Inc.31029
American Investors Company38
Emerson Equity LLC130031
Concorde Investment Services, LLC151604
Patrick Capital Markets, LLC16518
Cambridge Investment Research, Inc.39543
Lightpath Capital, Inc.34517
Saxony Securities, Inc.115547
Independent Financial Group, LLC7717
Sagepoint Financial, Inc.133763
Whitehall-Parker Securities, Inc.10608
TCFG Wealth Management, LLC164153
Wintrust Investments LLC875
McDermott Investment Services, LLC154926
DAI Securities, LLC36673
The Strategic Financial Alliance, Inc.126514
Centaurus Financial, Inc.30833
DFPG Investments, LLC155576
Lincoln Financial Securities Corporation3870
Avantax Investment Services, Inc.13686
Royal Alliance Associates, Inc.23131
Lincoln Financial Advisors Corporation3978
RCX Capital Group, LLC114290
Triad Advisors LLC25803
International Assets Advisory, LLC10645
Coordinated Capital Securities, Inc.14762
DMK Advisor Group, Inc.41067
Western International Securities, Inc.39262
First Financial Equity Corporation16507
Ameritas Investment Company, LLC14869
Stifel Nicolaus & Company, Incorporated793
Securities America, Inc.10205
Aurora Securities46147
National Securities Corporation7569
American Trust Investment Services, Inc.3001
Grand Avenue Capital Partners, LLC135073
Great Point Capital LLC114203
BD4RIA, Inc.290240
FSC Securities Corporation7461
Madison Avenue Securities, LLC23224
Harbour Investments, Inc.19258
Capital Investment Group, Inc.14752
Crown Capital Securities, L.P.6312
Cabot Lodge Securities LLC159712
Moloney Securities Co., Inc.38535
McNally Financial Services Corporation121196
Berthel, Fisher & Company Financial Services, Inc.13609
Kingswood Capital Partners, LLC288898
Woodbury Financial Services, Inc.421
Snowden Account Services LLC149794
Kalos Capital, Inc.44337
Infinex Investments, Inc.35371
Commonwealth Financial Network8032
Cabin Securities, Inc.137608
Calton & Associates, Inc.20999
Concourse Financial Group Securities, Inc.15708
Purshe Kaplan Sterling Investments35747
St. Germain Securities, Inc.3255
American Portfolios Financial Services, Inc.18487
Capital Investment Brokerage, Inc.40657

Source: Form D, filed Oct 21, 2022. 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 Va Coastal Logistics Exchange, L.L.C. Executive
N/A Va Coastal Logistics, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523