Form D · Other Real Estate

Zero Coupon AZ Fulfillment DST

Oak Brook, IL · CIK 0001819163

Offering snapshot reported Mar 4, 2021 · SEC filing

Reported sold
$23.6M
Offering amount: $35.3M
Investors reported
174
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jul 10, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.8M$23.6MJul 29, 2020: $21,100.00Jul 29, 2020Jul 29, 2020: $947,511.00Aug 6, 2020: $1,869,511.00Mar 4, 2021: $23,573,271.00Mar 4, 2021

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$1,869,511 → $23,573,271
  • Reported investors9 → 174

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 4, 2021Amendment$23,573,271$21,703,760vs Aug 6, 2020174SEC filing
Aug 6, 2020Amendment$1,869,511$922,000vs Jul 29, 20209SEC filing
Jul 29, 2020Initial$21,100No comparison1SEC filing
Jul 29, 2020Amendment$947,511$926,411vs Jul 29, 20203SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.77M (estimated)
Finders' fees
$0
Form D file number
021-371984
Beneficial interests in a Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
McDermott Investment Services, LLC154926
Stax Capital300607
Concorde Investment Services, LLC151604
Emerson Equity LLC130032
BENCHMARK INVESTMENTS, INC.103792
Western International Securities Inc39262
American Trust Investment Services Inc3001
Arkadios Capital282710
Ausdal Financial Partners, Inc.7995
Avantax Investment Services Inc13686
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.13609
Cambridge Investment Research, Inc.39543
Capulent LLC155155
Centaurus Financial, Inc.30833
Center Street Securities, Inc.26898
Crown Capital Securities L.P.6312
DAI Securities LLC36673
DFPG Investments, LLC155576
Great Point Capital LLC114203
Harbour Investments, Inc.19258
IDB Capital Corp106032
Investment Planners, Inc.18557
JRL Capital Corporation10225
Kovack Securities, Inc.44848
Lightpath Capital Inc.34617
Metropolitan Capital Investment Banc Inc148820
Money Concepts Capital Corp.12963
National Securities Corporation7569
RCX CAPITAL GROUP, LLC114290
The Strategic Financial Alliance126514
Thornhill Securities Inc22333
Vanderbilt Securities, LLC5953
Voya Financial Advisors, Inc.2882
WealthForge Securities LLC152550
Westpark Capital Inc39914
Whitehall-Parker Securities, Inc.10608

Source: Form D, filed Mar 4, 2021. 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 Zc Az Fulfillment Exchange, L.L.C. Executive
N/A Zero Coupon Az Fulfillment, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523