Form D · Other Real Estate

Zionsville Ground Express DST

Oak Brook, IL · CIK 0001621555

Offering snapshot reported Feb 13, 2015 · SEC filing

Reported sold
$12.1M
Offering amount: $12.1M
Investors reported
32
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 16, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.04M$12.1MOct 28, 2014: $1,013,724.00Oct 28, 2014Nov 17, 2014: $2,674,348.00Nov 17, 2014Dec 1, 2014: $4,691,419.00Feb 13, 2015: $12,089,583.00Feb 13, 2015

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$4,691,419 → $12,089,583
  • Reported investors24 → 32

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 13, 2015Amendment$12,089,583$7,398,164vs Dec 1, 201432SEC filing
Dec 1, 2014Amendment$4,691,419$2,017,071vs Nov 17, 201424SEC filing
Nov 17, 2014Amendment$2,674,348$1,660,624vs Oct 28, 201414SEC filing
Oct 28, 2014Initial$1,013,724No comparison6SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$574K (estimated)
Finders' fees
$0
Form D file number
021-227222
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
Dwight K. Kay5376903Concorde Investment Services, LLC · CRD 151604
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
John P. Gustavson4045015Cliftonlarsonallen Wealth Advisors, LLC · CRD 38357
Robert S. Smith1412333Concorde Investment Services, LLC · CRD 151604
Edwin T. Suzuki4851317Newport Coast Securities, Inc. · CRD 16944
Larry J. Steckler2621508Independent Financial Group, LLC · CRD 7717
Mark H. Hoge58413451st Global Capital Corp. · CRD 30349
Richard S. Schwartz2037308National Securities Corporation · CRD 7569
Russell L. Bacon4542975Cetera Advisors LLC · CRD 10299
Richard J. Zaegel851991Cetera Advisors LLC · CRD 10299
Michael Stieglitz46237881st Global Capital Corp. · CRD 30349
Chay T. Lapin6275140Concorde Investment Services, LLC · CRD 151604
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Kevin P. Fitzgerald1754938Investacorp, Inc. · CRD 7684
Cara M. Miller4521819Proequities, Inc. · CRD 15708
John E. Bishop866202Silver Portal Capital LLC · CRD 114290
George C. Merhoff, Jr.2918171Cetera Advisors LLC · CRD 10299
Carl F. Worden, III3130121J.P. Turner & Company, L.L.C. · CRD 43177
Eric W. Holtz5821492J.P. Turner & Company, L.L.C. · CRD 43177
Jeffrey A. Kiesnoski2688017J.P. Turner & Company, L.L.C. · CRD 43177
David J. Peterson711464Cetera Advisors LLC · CRD 10299
Michael A. Bendix5379777DFPG Investments, Inc. · CRD 155576
Daniel R. Mueller44642681st Global Capital Corp. · CRD 30349

Source: Form D, filed Feb 13, 2015. 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
Express, L.L.C. Zionsville Ground Promoter
Express Exchange, L.L.C. Zionsville Ground Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523