Form D · Other Real Estate

Zero Coupon Essential Portfolio DST

Oak Brook, IL · CIK 0001953813

Offering snapshot reported Apr 21, 2025 · SEC filing

Reported sold
$35.9M
Offering amount: $35.9M
Investors reported
199
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 22, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$18M$35.9MDec 6, 2022: $906,033.00Dec 6, 2022Jan 31, 2023: $6,361,260.00Jul 31, 2024: $32,744,960.00Jul 31, 2024Apr 21, 2025: $35,914,017.00Apr 21, 2025

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$32,744,960 → $35,914,017
  • Reported investors183 → 199

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 21, 2025Amendment$35,914,017$3,169,057vs Jul 31, 2024199SEC filing
Jul 31, 2024Amendment$32,744,960$26,383,700vs Jan 31, 2023183SEC filing
Jan 31, 2023Amendment$6,361,260$5,455,227vs Dec 6, 202240SEC filing
Dec 6, 2022Initial$906,033No comparison5SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$1.8M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-466644

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
Emerson Equity LLC130032
Lightpath Capital, Inc.34617
Concorde Investment Services, LLC151604
Benchmark Investments, LLC103792
Capulent LLC155155
DFPG Investments, LLC155576
Cape Securities Inc.7072
McDermott Investment Services, LLC154926
DAI Securities, LLC36673
Avantax Investment Services, Inc.13686
Centaurus Financial, Inc.30833
Great Point Capital LLC114203
Aurora Securities46147
Cambridge Investment Research, Inc.39543
RCX Capital Group, LLC114290
Stifel Nicolaus & Company, Incorporated793
Ameritas Investment Company, LLC14869
American Portfolios Financial Services, Inc.18487
Berthel, Fisher & Company Financial Services, Inc.13609
Osaic Wealth, Inc.23131
Purshe Kaplan Sterling Investments35747
WealthForge Securities, LLC152550
Osaic Institutions, Inc.36371
American Trust Investment Services, Inc.3001
Patrick Capital Markets, LLC16518
Ausdal Financial Partners, Inc.7995
Park Avenue Securities LLC46173
Vanderbilt Securities, LLC5953
Kingswood Capital Partners, LLC288898

Source: Form D, filed Apr 21, 2025. 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 Essential Portfolio Exchange, L.L.C. Executive
N/A Zero Coupon Essential Portfolio, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523