Form D · Other Real Estate
W Pharmacy I DST
Oak Brook, IL · CIK 0001561228
Offering snapshot reported Mar 4, 2013 · SEC filing
- Reported sold
- $13.4M Offering amount: $13.4M
- Investors reported
- 35 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Oct 25, 2012 As reported in this filing
Fundraising history
Reported soldDates 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$13,279,828 → $13,430,703
- Reported investors36 → 35
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 4, 2013 | Amendment | $13,430,703 | $150,875vs Jan 29, 2013 | 35 | SEC filing |
| Jan 29, 2013 | Amendment | $13,279,828 | $973,723vs Jan 18, 2013 | 36 | SEC filing |
| Jan 18, 2013 | Amendment | $12,306,105 | $714,036vs Jan 9, 2013 | 32 | SEC filing |
| Jan 9, 2013 | Amendment | $11,592,069 | $4,512,462vs Dec 28, 2012 | 29 | SEC filing |
| Dec 28, 2012 | Amendment | $7,079,607 | $544,790vs Dec 12, 2012 | 21 | SEC filing |
| Dec 12, 2012 | Amendment | $6,534,817 | $5,349,058vs Nov 28, 2012 | 16 | SEC filing |
| Nov 28, 2012 | Amendment | $1,185,759 | $886,633vs Nov 2, 2012 | 5 | SEC filing |
| Nov 2, 2012 | Initial | $299,126 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $968K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-186447
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Inland Securities Corporation | 15807 | Inland Securities Corporation · CRD 15807 |
| Joseph G. Michaletz | 1327534 | Triad Advisors, Inc. · CRD 15803 |
| Robert R. Tweed | 2339324 | Concorde Investment Services, LLC · CRD 151604 |
| Patrick R. Conway | 1337831 | Investacorp, Inc. · CRD 7684 |
| Mark L. Lopez | 1128966 | 1st Global Capital Corp. · CRD 30349 |
| Richard B. Sorensen | 1835676 | LPL Financial LLC · CRD 6413 |
| Laila S. Marshall-Pence | 710521 | LPL Financial LLC · CRD 6413 |
| Edward F. Heagen | 1279056 | LPL Financial LLC · CRD 6413 |
| David L. Pimper | 1257514 | Calton & Associates, Inc. · CRD 20999 |
| Michael A. Bendix | 5379777 | DFPG Investments, Inc. · CRD 155576 |
| Daniel J. Luke | 4324353 | DFPG Investments, Inc. · CRD 155576 |
| Thomas J. Ealy | 863042 | Investment Planners, Inc. · CRD 18557 |
| Adam C. Ludwig | 4923562 | Investment Planners, Inc. · CRD 18557 |
| Mark O. Coombe | 2733655 | 1st Global Capital Corp. · CRD 30349 |
| Richard T. Lipprand | 1357439 | Financial West Group · CRD 16668 |
| Jens A. Andersen, III | 4463315 | 1st Global Capital Corp. · CRD 30349 |
| John G. Chess | 4812430 | Investacorp, Inc. · CRD 7684 |
| Sally W. Ng | 1915190 | LPL Financial LLC · CRD 6413 |
| Douglas W. Studer | 4440047 | Prime Capital Securities, Inc. · CRD 18334 |
| Kyle H. Imholte | 5448950 | 1st Global Capital Corp. · CRD 30349 |
| Corbin S. Thomas | 4234748 | McDermott Investment Services, LLC · CRD 154926 |
| Robert W. Bruner | 2260319 | Questar Capital Corporation · CRD 43100 |
| Bert L. Falley, II | 2309631 | 1st Global Capital Corp. · CRD 30349 |
| Troy Thomas | 4691720 | McDermott Investment Services, LLC · CRD 154926 |
| Tracy S. Bush | 2133258 | H. Beck, Inc. · CRD 1763 |
| John H. Scully | 803539 | Centaurus Financial, Inc. · CRD 30833 |
Source: Form D, filed Mar 4, 2013. 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 |
|---|---|
| Capital Corporation Inland Private | Promoter |
| I, L.L.C. W Pharmacy | Promoter |
| Exchange, L.L.C. W Pharmacy I | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523