Form D · Other Real Estate

Winston-Salem Office DST

Oak Brook, IL · CIK 0001543600

Offering snapshot reported Aug 17, 2012 · SEC filing

Reported sold
$24.5M
Offering amount: $24.5M
Investors reported
54
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Feb 15, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.2M$24.5MMar 1, 2012: $1,981,345.00Mar 1, 2012Mar 23, 2012: $16,408,581.00Apr 10, 2012: $17,012,345.00Apr 19, 2012: $19,092,596.00Apr 26, 2012: $20,330,705.00May 25, 2012: $22,891,476.00Jul 10, 2012: $24,242,974.00Aug 17, 2012: $24,494,554.00Aug 17, 2012

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$24,242,974 → $24,494,554
  • Reported investors53 → 54

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 17, 2012Amendment$24,494,554$251,580vs Jul 10, 201254SEC filing
Jul 10, 2012Amendment$24,242,974$1,351,498vs May 25, 201253SEC filing
May 25, 2012Amendment$22,891,476$2,560,771vs Apr 26, 201248SEC filing
Apr 26, 2012Amendment$20,330,705$1,238,109vs Apr 19, 201235SEC filing
Apr 19, 2012Amendment$19,092,596$2,080,251vs Apr 10, 201230SEC filing
Apr 10, 2012Amendment$17,012,345$603,764vs Mar 23, 201226SEC filing
Mar 23, 2012Amendment$16,408,581$14,427,236vs Mar 1, 201220SEC filing
Mar 1, 2012Initial$1,981,345No comparison12SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$1.71M (estimated)
Finders' fees
$0
Form D file number
021-174212
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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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Jodi A. Schneelicht4594776Centaurus Financial, Inc. · CRD 30833
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
John G. Chess4812430Investacorp, Inc. · CRD 7684
Patrick R. Conway1337831Investacorp, Inc. · CRD 7684
Adam C. Ludwig4923562Investment Planners, Inc. · CRD 18557
David H. Hatch1093527Transamerica Financial Advisors, Inc. · CRD 16164
John H. Scully803539Centaurus Financial, Inc. · CRD 30833
Gary L. Forry1857688Cambridge Investment Research, Inc. · CRD 39543
Bradley A. Levin2457718Commonwealth Financial Network · CRD 8032
Dennis I. Weiss462338American Investors Company · CRD 38
Charles E. Carrick1330091Proequities, Inc. · CRD 15708
Jonathan D. Keller4344114Sigma Financial Corporation · CRD 14303
Christopher G. Conness4778193G.F. Investment Services, LLC · CRD 132939
Jeffery W. Hwang5161311Proequities, Inc. · CRD 15708
Dwight K. Kay5376903Independent Financial Group, LLC · CRD 7717
Shane P. Snively4326919Crown Capital Securities, L.P. · CRD 6312
Jeffrey W. Senglaub1004471Sagepoint Financial, Inc. · CRD 133763
John M. Donnelly4838854Transamerica Financial Advisors, Inc. · CRD 16164
Alvery A. Bartlett, Jr.13975Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
James K. Johnston1689783Arete Wealth Management, LLC · CRD 44856
Norman D. Loofbourrow1310725American Investors Company · CRD 38
Aaron S. Broz4685895Securities America, Inc. · CRD 10205
David B. Levinson705929Newport Coast Securities, Inc. · CRD 16944
Randy A. Barmache4607939Newport Coast Securities, Inc. · CRD 16944
William W. Gammon1811853Ameriprise Financial Services, Inc. · CRD 6363
Marilee A. Hill2768544Concorde Investment Services, LLC · CRD 151604
Kyle H. Imholte54489501st Global Capital Corp. · CRD 30349
Gary H. Pendleton1080022Proequities, Inc. · CRD 15708
Timothy R. Tehan3230535Triad Advisors, Inc. · CRD 25803
Amy K. Wiitala2054957Ameriprise Financial Services, Inc. · CRD 6363
Scott V. Kaup1002907VSR Financial Services, Inc. · CRD 14503
Donovan T. Kelly2622366Independent Financial Group, LLC · CRD 7717
Samuel C. Bridgers, III1243406VSR Financial Services, Inc. · CRD 14503
Robert C. Meyer5262157Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
John T. Christy4573758Royal Alliance Associates, Inc. · CRD 23131
Robert W. Drier1968623Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Matthew E. Roberson3090052Lincoln Financial Advisors Corporation · CRD 3978
William C. Babb, III1276193Lincoln Financial Advisors Corporation · CRD 3978
Derek B. Ferriera1290274Lincoln Financial Advisors Corporation · CRD 3978
Daniel L. Whittenburg2181920Lincoln Financial Advisors Corporation · CRD 3978

Source: Form D, filed Aug 17, 2012. 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
Capital Corporation Inland Private Promoter
Keith Lampi Executive
Office, L.L.C. Winston Salem Promoter
Office Exchange, L.L.C. Winston Salem Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523