Form D · Other Real Estate

Zero Coupon Pharmacy DST

Oak Brook, IL · CIK 0001558967

Offering snapshot reported Jan 29, 2013 · SEC filing

Reported sold
$4.38M
Offering amount: $4.38M
Investors reported
44
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 20, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.19M$4.38MSep 26, 2012: $78,993.00Sep 26, 2012Oct 10, 2012: $1,342,393.00Oct 24, 2012: $2,350,912.00Oct 24, 2012Nov 28, 2012: $3,558,414.00Nov 28, 2012Dec 12, 2012: $3,919,316.00Jan 29, 2013: $4,383,411.00Jan 29, 2013

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$3,919,316 → $4,383,411
  • Reported investors40 → 44

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 29, 2013Amendment$4,383,411$464,095vs Dec 12, 201244SEC filing
Dec 12, 2012Amendment$3,919,316$360,902vs Nov 28, 201240SEC filing
Nov 28, 2012Amendment$3,558,414$1,207,502vs Oct 24, 201235SEC filing
Oct 24, 2012Amendment$2,350,912$1,008,519vs Oct 10, 201223SEC filing
Oct 10, 2012Amendment$1,342,393$1,263,400vs Sep 26, 201215SEC filing
Sep 26, 2012Initial$78,993No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$307K (estimated)
Finders' fees
$0
Form D file number
021-184671
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
Shirley J. Ju1612247McDermott Investment Services, LLC · CRD 154926
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Nathaniel M. Kuhn4624143Investacorp, Inc. · CRD 7684
Craig M. Rollins1896698DFPG Investments, Inc. · CRD 155576
Barry W. LeMay306332Concorde Investment Services, LLC · CRD 151604
Donald L. Hartmann1003231JRL Capital Corporation · CRD 10225
Warren J. Thomas2299254Sandlapper Securities, LLC · CRD 137906
Michael A. Bendix5379777DFPG Investments, Inc. · CRD 155576
Jonathan D. Keller4344114Sigma Financial Corporation · CRD 14303
John G. Chess4812430Investacorp, Inc. · CRD 7684
Kenneth M. Chong2972285Sigma Financial Corporation · CRD 14303
Rocco A. Cortese4681807Concorde Investment Services, LLC · CRD 151604
James O. Mitchell, Jr.336937Triad Advisors, Inc. · CRD 25803
Cheryl L. Jaques5124613Concorde Investment Services, LLC · CRD 151604
Dwight K. Kay5376903Concorde Investment Services, LLC · CRD 151604
Robert R. Tweed2339324Concorde Investments Services, LLC · CRD 151604
Daniel T. Hawtree1578583Sigma Financial Corporation · CRD 14303
Kirk D. Dobson4049865Ameritas Investment Corp. · CRD 14869
James R. Broadbent3132498DFPG Investments, Inc. · CRD 155576
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Tracy R. Turner1385745Colorado Financial Service Corporation · CRD 104343
Robert A. Horning2311640Centaurus Financial, Inc. · CRD 30833
Mark G. Kosanke2317906Concorde Investment Services, LLC · CRD 151604
Gregory A. Merritt1489718Concorde Investment Services, LLC · CRD 151604
Wenjinn J. Chang4536266Independent Financial Group, LLC · CRD 7717
Tracy S. Bush2133258H. Beck, Inc. · CRD 1763

Source: Form D, filed Jan 29, 2013. 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
Pharmacy, L.L.C. Zero Coupon Promoter
Pharmacy Exchange, L.L.C. Zero Coupon Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523