Form D · Other Real Estate

Zero Coupon Pharmacy II DST

Oak Brook, IL · CIK 0001585758

Offering snapshot reported Jan 30, 2014 · SEC filing

Reported sold
$5.09M
Offering amount: $5.09M
Investors reported
51
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 30, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.55M$5.09MSep 10, 2013: $368,082.00Sep 10, 2013Sep 20, 2013: $3,414,345.00Oct 22, 2013: $4,233,000.00Oct 22, 2013Nov 5, 2013: $4,785,077.00Nov 15, 2013: $4,825,077.00Jan 30, 2014: $5,094,328.00Jan 30, 2014

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$4,825,077 → $5,094,328
  • Reported investors44 → 51

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 30, 2014Amendment$5,094,328$269,251vs Nov 15, 201351SEC filing
Nov 15, 2013Amendment$4,825,077$40,000vs Nov 5, 201344SEC filing
Nov 5, 2013Amendment$4,785,077$552,077vs Oct 22, 201343SEC filing
Oct 22, 2013Amendment$4,233,000$818,655vs Sep 20, 201338SEC filing
Sep 20, 2013Amendment$3,414,345$3,046,263vs Sep 10, 201329SEC filing
Sep 10, 2013Initial$368,082No comparison6SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$303K (estimated)
Finders' fees
$0
Form D file number
021-202593
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
Tracy R. Turner1385745Colorado Financial Service Corporation · CRD 104343
Chester Ju4695963McDermott Investment Services, LLC · CRD 154926
Warren J. Thomas2299254Sandlapper Securities, LLC · CRD 137906
Joshua P. Ungerecht5183573Sandlapper Securities, LLC · CRD 137906
Rena B. Morris4867589Sandlapper Securities, LLC · CRD 137906
John G. Chess4812430Investacorp, Inc. · CRD 7684
Daniel T. Hawtree1578583Sigma Financial Corporation · CRD 14303
David B. Levinson705929Newport Coast Securities, Inc. · CRD 16944
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Joseph M. Insalaco2978175Triad Advisors, Inc. · CRD 25803
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 25803
Craig A. Hoff1936893DFPG Investments, Inc. · CRD 155576
Kenneth M. Chong2972285Sigma Financial Corporation · CRD 14303
Richard J. Heuberger2849788Sigma Financial Corporation · CRD 14303
Michael A. Bendix5379777DFPG Investments, Inc. · CRD 155576
Joral T. Schmalle4491484Sigma Financial Corporation · CRD 14303
Douglas J. Lagerstrom2177433Kovack Securities Inc. · CRD 44848
Christopher T. Miller4044818Sandlapper Securities, LLC · CRD 137906
Gregory A. Block3260955
Corbin S. Thomas4234748McDermott Investment Services, LLC · CRD 154926
Troy Thomas4691720McDermott Investment Services, LLC · CRD 154926
John P. Harvey, Jr.4227692Sandlapper Securities, LLC · CRD 137906
Robert J. Carlson2912234
Curtis H. Smiley4443310Primex · CRD 29394
Kyle D. Addington2843482Kovack Securities Inc. · CRD 44848
Robert J. Binkele2393598J.P. Turner & Company, L.L.C. · CRD 43177
Daniel P. Raupp4079107J.P. Turner & Company, L.L.C. · CRD 43177

Source: Form D, filed Jan 30, 2014. 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
Pharmacy Ii, L.L.C. Zero Coupon Promoter
Pharmacy Ii 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