Form D · Other Real Estate

Zero Coupon Chicagoland Office DST

Oak Brook, IL · CIK 0001734696

Offering snapshot reported May 7, 2020 · SEC filing

Reported sold
$62.9M
Offering amount: $65.3M
Investors reported
459
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Mar 6, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$32.7M$65.3MMar 21, 2018: $1,267,880.00Mar 21, 2018Apr 5, 2018: $1,678,310.00Apr 20, 2018: $2,329,624.00Jul 6, 2018: $55,512,872.00Jul 27, 2018: $54,281,112.00Oct 23, 2018: $18,410,752.00Dec 11, 2018: $21,647,801.00Mar 18, 2019: $27,320,847.00Jun 24, 2019: $32,622,806.00Aug 27, 2019: $40,045,687.00Sep 6, 2019: $41,099,720.00Nov 12, 2019: $41,139,720.00Nov 21, 2019: $65,334,005.00Dec 10, 2019: $50,884,669.00Jan 2, 2020: $50,884,669.00Feb 13, 2020: $56,436,214.00May 7, 2020: $62,944,839.00May 7, 2020

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$56,436,214 → $62,944,839
  • Reported investors417 → 459

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 7, 2020Amendment$62,944,839$6,508,625vs Feb 13, 2020459SEC filing
Feb 13, 2020Amendment$56,436,214$5,551,545vs Jan 2, 2020417SEC filing
Jan 17, 2020Initial$55,264,510No comparison405SEC filing
Jan 2, 2020Amendment$50,884,669$0vs Dec 10, 2019376SEC filing
Dec 10, 2019Amendment$50,884,669-$14,449,336vs Nov 21, 2019376SEC filing
Nov 21, 2019Amendment$65,334,005$24,194,285vs Nov 12, 2019364SEC filing
Nov 12, 2019Amendment$41,139,720$40,000vs Sep 6, 2019329SEC filing
Sep 6, 2019Amendment$41,099,720$8,476,914vs Jun 24, 2019328SEC filing
Aug 27, 2019Amendment$40,045,687$7,422,881vs Jun 24, 2019318SEC filing
Jun 24, 2019Amendment$32,622,806$5,301,959vs Mar 18, 2019256SEC filing
Mar 18, 2019Amendment$27,320,847$5,673,046vs Dec 11, 2018211SEC filing
Dec 11, 2018Amendment$21,647,801$3,237,049vs Oct 23, 2018165SEC filing
Oct 23, 2018Amendment$18,410,752-$35,870,360vs Jul 27, 2018131SEC filing
Jul 27, 2018Amendment$54,281,112-$1,231,760vs Jul 6, 201869SEC filing
Jul 6, 2018Amendment$55,512,872$53,183,248vs Apr 20, 201853SEC filing
Apr 20, 2018Amendment$2,329,624$651,314vs Apr 5, 201818SEC filing
Apr 5, 2018Amendment$1,678,310$410,430vs Mar 21, 201812SEC filing
Mar 21, 2018Initial$1,267,880No comparison10SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$3.27M (estimated)
Finders' fees
$0
Form D file number
021-308257
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Wealthforge Securities, LLC152550
McDermott Investment Services, LLC154926
Lewis Financial Group, L.C.36673
Sandlapper Securites, LLC13706
Westpark Capital, Inc.39914
Concorde Investment Services. LLC151604
Centaurus Financial, Inc.30833
RCX Capital Group, LLC114290
Capulent LLC155155
Inland Securties Corporation15807
1ST GLOBAL CAPITAL CORP.30349
CALTON & ASSOCIATES, INC.20999
Cambridge Investment Research39543
COLORADO FINANCIAL SERVICE CORPORATION104343
DFPG INVESTMENTS, INC.155576
FSC SECURITIES CORPORATION7461
HUNTWICKE SECURITIES, LLC146993
INTEGRITY BROKERAGE SERVICES, INC.117589
JCC ADVISORS, LLC146776
KALOS CAPITAL, INC.44337
LIGHTHOUSE CAPITAL GROUP, LLC169135
MADISON AVENUE SECURITIES, LLC23224
NATIONAL SECURITIES CORPORATION7569
PRIMEX29394
ROYAL ALLIANCE ASSOCIATES, INC.23131
THE STRATEGIC FINANCIAL ALLIANCE, INC.126514
CABIN SECURITIES, INC.137608
CABOT LODGE SECURITIES LLC159712
LIGHTPATH CAPITAL, INC34617
TAYLOR CAPITAL MANAGEMENT INC.43559
HD VEST INVESTMENT SERVICES13686
PARKLAND SECURITIES, LLC5863109
EMERSON EQUITY LLC130032
GREAT POINT CAPITAL LLC114203
NEXTREND SECURITIES, INC.43710
SIGMA FINANCIAL CORPORATION14303
TITAN SECURITIES131392
TRIAD ADVISORS LLC25803
INVESTMENT SECURITY CORPORATION47536
INVESTACORP, INC.7684
CROWN CAPITAL SECURITIES, L.P.6312
K CAPITAL LLC147191
IBN FINANCIAL SERVICES, INC.42360
PROEQUITIES, INC.15708
DAI SECURITIES, LLC36673
SAXONY SECURITIES, INC.115547
Stax Capital300607
SAGEPOINT FINANCIAL, INC.133763
Ausdal Financial Partners, Inc.7995
DEMPSEY LORD SMITH, LLC141238
Avantax Investment Services Inc13686
METROPOLITAN CAPITAL INVESTMENT BANC, INC148820
THORNHILL SECURITIES, INC.22333
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.,18487
MSC-BD LLC142927
PINNACLE EQUITY MANAGEMENT, LLC106213
Berthel Fisher & Co Financial Svcs13609
NPB Financial Group, LLC137743

Source: Form D, filed May 7, 2020. 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
Investors, Llc Sfg Schaumburg Promoter
Office Exchange, L.L.C. Zero Coupon Chicagoland Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523