Form D · Commercial

Zero Coupon UT Office DST

Oak Brook, IL · CIK 0001937793

Offering snapshot reported Jul 18, 2023 · SEC filing

Reported sold
$11M
Offering amount: $11M
Investors reported
60
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jul 27, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.51M$11MJul 13, 2022Dec 12, 2022: $11,001,253.00Dec 12, 2022Jul 18, 2023: $11,012,303.00Jul 18, 2023

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$11,001,253 → $11,012,303
  • Reported investors59 → 60

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 18, 2023Amendment$11,012,303$11,050vs Dec 12, 202260SEC filing
Dec 12, 2022Amendment$11,001,253No comparison59SEC filing
Jul 13, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$551K (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-452241

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
McDermott Investment Services, LLC154926
Centaurus Financial, Inc.30833
Arkadios Capital282710
DAI Securities, LLC36673
Concorde Investments Services, LLC151604
Coastal Equities, Inc.23769
APW Capital, Inc.43814
American Investors Company38
Emerson Equity LLC130032
Great Point Capital LLC114203
JRL Capital Corporation10225
DFPG Investments, LLC155576
Thornhill Securities, Inc.22333
Concourse Financial Group Securities, Inc.15708
American Trust Investment Services, Inc.3001
Lightpath Capital, Inc.34617

Source: Form D, filed Jul 18, 2023. 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 Ut Office Exchange, L.L.C. Executive
N/A Zero Coupon Ut Office, L.L.C. Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523