Form D · Other Real Estate

Zero Coupon OH Fulfillment DST

Oak Brook, IL · CIK 0001869917

Offering snapshot reported Jun 2, 2022 · SEC filing

Reported sold
$41.9M
Offering amount: $41.9M
Investors reported
289
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 10, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$21M$41.9MJun 29, 2021: $130,980.00Jun 29, 2021Oct 27, 2021: $34,394,338.00Oct 27, 2021Jan 27, 2022: $41,914,150.00Jan 27, 2022Jun 2, 2022: $41,914,150.00Jun 2, 2022

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 investors262 → 289

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 2, 2022Amendment$41,914,150$0vs Jan 27, 2022289SEC filing
Jan 27, 2022Amendment$41,914,150$7,519,812vs Oct 27, 2021262SEC filing
Oct 27, 2021Amendment$34,394,338$34,263,358vs Jun 29, 2021217SEC filing
Jun 29, 2021Initial$130,980No comparisonNot reportedSEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.1M (estimated)
Finders' fees
$0
Form D file number
021-404481
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Coporation15807
American Trust Investment Services Inc3001
ARKADIOS CAPITAL282710
Aurora Securities46147
Avantax Investment Services Inc13686
CABIN SECURITIES, INC.137608
TCFG Wealth Management, LLC164153
Concorde Investment Services, LLC151604
JRL Capital Corporation10225
Emerson Equity LLC130032
Capulent LLC155155
Patrick Capital Markets, LLC16518
Centaurus Financial, Inc.30833
DAI Securities, LLC36673
Independent Financial Group, LLC7717
Thornhill Securities, Inc.22333
Great Point Capital LLC114203
Cambridge Investment Research, Inc.39543
Lion Street Financial, LLC165828
WealthForge Securities, LLC152550
Lightpath Capital, Inc.34617
DFPG Investments, LLC155576
Cape Securities Inc.7072
RCX Capital Group, LLC114290
Crown Capital Securities, L.P.6312
McDermott Investment Services, LLC154926
Investment Security Corporation47536
Titan Securities131392
Wintrust Investments LLC875
Ameritas Investment Company, LLC14869
The Strategic Financial Alliance, Inc.126514
Willow Cove Investment Group, Inc.107824
Stonecrest Capital Markets, Inc.39616
Triad Advisors LLC25803
Metropolitan Capital Investment Banc, Inc.148820
Whitehall-Parker Securities, Inc.10608
Newbridge Securities Corporation104065
Stifel, Nicolaus & Company, Incorporated793
Purshe Kaplan Sterling Investments35747
Infinex Investments, Inc.35371
Madison Avenue Securities, LLC23224
Huntwicke Securities, LLC146993
Nationwide Planning Associates Inc.31029
Concourse Financial Group Securities, Inc.15708
NexTrend Securities, Inc.43710
Benchmark Investments, LLC103792

Source: Form D, filed Jun 2, 2022. 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 Oh Fulfillment Exchange, L.L.C. Executive
N/A Zero Coupon Oh Fulfillment, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523