PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:45 AM ET

Sponsor Check › Sponsor group

C

Csra

One sponsor team, 151 deal companies · Glen Allen, VA

Grouped because: 11 shared people, 2 shared management entities, same business address (151 issuers), similar issuer names (52) · linked address clusters (each with its own management entity or name): Csra (135) · Capital Square (16) (automatic match from the filings) · not the same sponsor?

151deal companies
$80.6Mreported sold
354investors
182Form D filings
2013–2026active
9new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 6, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Csra is a sponsor group of 151 issuers that PartnerFacts links to one sponsor (shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, shared people; automatic match from the filings), filing 182 Form D filings between Jan 2013 and Oct 2026.

What this means One team, 151 deal companies, about 13 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $80.6M to 354 investors (latest filing per issuer). Industries as reported: Commercial (146), REITS and Finance (2), Residential (2), "Other" (1). Issuers are based in VA (151).

What this means $80.6M raised across the group, about $228K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: CSRA Manager, LLC (149 issuers, director and promoter, entity), Louis Rogers (148 issuers, executive officer, director, and promoter), Capital Square Realty Advisors, LLC (147 issuers, director and promoter, entity), Whitson A. Huffman (3 issuers, executive officer and promoter), David McKenney (2 issuers, director) and 19 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 9 new offerings in the last 12 months; latest filing Oct 6, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 7 court cases matching the name, 5 property records listed in Key records below.

What this means 12 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 182 public filings for Csra and found 16 differences, 7 worth asking the sponsor about: 3 court cases name Csra; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Csra has not run yet — it is joining a line of 40,198 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

7 cases: 1 open, 4 closed (disposition not in docket feed), 2 dismissed

DuPont v. CSRA, Inc. open matched at sponsor-group level (Csra)
District Court, D. Massachusetts · No. 1:20-cv-11971 · Filed Oct 30, 2020
Role of CSRA, Inc.: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MA (not the issuer's state)
DuPont v. CSRA, Inc. closed matched at sponsor-group level (Csra)
District Court, D. Massachusetts · No. 3:20-cv-11971 · Filed Oct 30, 2020 · Closed Dec 28, 2022
Role of CSRA, Inc.: Defendant · Outcome: Terminated 2022-12-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MA (not the issuer's state)
Schettler v. CSRA, Inc. closed matched at sponsor-group level (Csra)
District Court, E.D. Virginia · No. 2:19-cv-00017 · Filed Jan 9, 2019 · Closed Jan 10, 2019
Role of CSRA, Inc.: Defendant · Outcome: Terminated 2019-01-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (VA)
Fallness v. CSRA Inc. dismissed matched at sponsor-group level (Csra)
District Court, D. Nevada · No. 2:18-cv-00440 · Filed Mar 9, 2018 · Closed May 2, 2018 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of CSRA Inc.: Defendant · Outcome: Terminated 2018-05-02 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NV (not the issuer's state)
Fallon v. CSRA, Inc. closed matched at sponsor-group level (Csra)
District Court, E.D. Virginia · No. 1:18-cv-00267 · Filed Mar 9, 2018 · Closed Apr 3, 2018
Role of CSRA, Inc.: Defendant · Outcome: Terminated 2018-04-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (VA)
Williams v. CSRA, Inc. dismissed matched at sponsor-group level (Csra)
District Court, D. Nevada · No. 2:18-cv-00407 · Filed Mar 6, 2018 · Closed Apr 4, 2018 · Nature of suit: 850 Securities/Commodities · Cause: 15:78m(a) Securities Exchange Act
Role of CSRA, Inc.: Defendant · Outcome: Terminated 2018-04-04 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NV (not the issuer's state)
Johnson v. CSRA, Inc. closed matched at sponsor-group level (Csra)
District Court, E.D. Virginia · No. 1:17-cv-00850 · Filed Jul 28, 2017 · Closed Feb 23, 2018
Role of CSRA, Inc.: Defendant · Outcome: Terminated 2018-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (VA)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Csra..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

16 differences found between the filings for Csra — 7 worth asking about (compared the newest 50 of 182 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jul 28, 2017 – Jan 9, 2019

3 court cases name Csra — 3 as defendant

By role: defendant in 3. Newest: "Schettler v. CSRA, Inc." (District Court, E.D. Virginia, Jan 9, 2019); "Fallon v. CSRA, Inc." (District Court, E.D. Virginia, Mar 9, 2018); "Johnson v. CSRA, Inc." (District Court, E.D. Virginia, Jul 28, 2017). Some of these are name matches with a match estimate below 95% — check each docket.

What this means Several court cases name this subject. Some are routine business suits. Ask what each was about and how it ended.

Docket · Schettler v. CSRA, Inc. ↗Docket · Fallon v. CSRA, Inc. ↗Docket · Johnson v. CSRA, Inc. ↗
Sources
Worth asking · Mar 31, 2025 – Mar 30, 2026

Investor count went down between filings — Capital Square Apartment REIT, Inc.

The Mar 31, 2025 filing reports 75 investors; the Mar 30, 2026 Form D/A reports 68 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Mar 31, 2025 ↗Form D/A (later) · Mar 30, 2026 ↗Capital Square Apartment REIT, Inc. — PartnerFacts page ↗
Sources
Worth asking · Aug 3, 2022 – Mar 30, 2026

8 filings report more than 10% of the money raised going to insiders

35% of the money raised went to insiders — Capital Square Apartment REIT, Inc. · 200% of the money raised went to insiders — Capital Square Apartment REIT, Inc. · 37% of the money raised went to insiders — Capital Square Apartment REIT, Inc. · 54% of the money raised went to insiders — CS1031 Aspen Vista BFR Housing, DST · 39% of the money raised went to insiders — Capital Square Apartment REIT, Inc. · and 3 more

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D/A · Mar 31, 2025 ↗Capital Square Apartment REIT, Inc. — PartnerFacts page ↗Form D · Jun 21, 2024 ↗Form D/A · Apr 3, 2024 ↗
Sources
Worth asking · Jan 7, 2013 – Oct 1, 2024

Csra includes 135 deals that stopped filing before reaching their target

CS1031 Valley Ridge BFR Housing, DST (last filing Oct 1, 2024; $0 sold of $20,250,000); CS1031 Sidbury Station BFR Housing, DST (last filing Jul 24, 2024; $0 sold of $22,900,000); CS1031 Summit Place BFR Housing, DST (last filing Dec 13, 2023; $0 sold of $18,420,000); Capital Square Glendale BFR, LLC (last filing Sep 8, 2023; $0 sold of $49,375,000); CS1031 Aspen Vista BFR Housing, DST (last filing Jun 21, 2023; $1,996,353 sold of $20,500,000); CS1031 Ashford Townes BFR Housing, DST (last filing Feb 23, 2023; $0 sold of $13,650,000); and 129 more. Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

CS1031 Valley Ridge BFR Housing, DST — PartnerFacts page ↗CS1031 Sidbury Station BFR Housing, DST — PartnerFacts page ↗CS1031 Summit Place BFR Housing, DST — PartnerFacts page ↗Capital Square Glendale BFR, LLC — PartnerFacts page ↗
Sources
Note · Jul 26, 2022 – Sep 18, 2025

9 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Capital Square Apartment Operating Partnership, L.P. (latest filing Sep 18, 2025) · No amendment in the last 12 months on an offering that may still be open — CSRA Opportunity Zone Fund IX, LLC (latest filing Sep 15, 2025) · No amendment in the last 12 months on an offering that may still be open — Capital Square Apartment REIT, Inc. (latest filing Jun 20, 2025) · No amendment in the last 12 months on an offering that may still be open — Capital Square Apartment Operating Partnership, L.P. (latest filing Jan 3, 2025) · No amendment in the last 12 months on an offering that may still be open — Capital Square Apartment Operating Partnership, L.P. (latest filing Nov 6, 2024) · and 4 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Sep 18, 2025 ↗Capital Square Apartment Operating Partnership, L.P. — PartnerFacts page ↗Form D/A · Sep 15, 2025 ↗CSRA Opportunity Zone Fund IX, LLC — PartnerFacts page ↗
Sources
Worth asking · Apr 7, 2023 – Apr 3, 2024

Michael S. Waddell is no longer listed on the Apr 3, 2024 amendment — Capital Square Apartment REIT, Inc.

Michael S. Waddell appears on the Apr 7, 2023 Form D/A (executive officer) but not on the Apr 3, 2024 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Apr 7, 2023 ↗Form D/A · Apr 3, 2024 ↗Michael S. Waddell — PartnerFacts page ↗Capital Square Apartment REIT, Inc. — PartnerFacts page ↗
Sources
Worth asking · Apr 7, 2023 – Apr 3, 2024

James Brunger is no longer listed on the Apr 3, 2024 amendment — Capital Square Apartment REIT, Inc.

James Brunger appears on the Apr 7, 2023 Form D/A (executive officer) but not on the Apr 3, 2024 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Apr 7, 2023 ↗Form D/A · Apr 3, 2024 ↗James Brunger — PartnerFacts page ↗Capital Square Apartment REIT, Inc. — PartnerFacts page ↗
Sources
Worth asking · Apr 7, 2023 – Apr 3, 2024

Donna Sperounis is no longer listed on the Apr 3, 2024 amendment — Capital Square Apartment REIT, Inc.

Donna Sperounis appears on the Apr 7, 2023 Form D/A (executive officer) but not on the Apr 3, 2024 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Apr 7, 2023 ↗Form D/A · Apr 3, 2024 ↗Donna Sperounis — PartnerFacts page ↗Capital Square Apartment REIT, Inc. — PartnerFacts page ↗
Sources
Note · Apr 10, 2023 – May 31, 2024

Jay Olander's role changed at Capital Square Apartment Operating Partnership, L.P.: director → executive officer

The Apr 10, 2023 filing lists Jay Olander as director; the May 31, 2024 Form D lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Apr 10, 2023 ↗Form D · May 31, 2024 ↗Jay Olander — PartnerFacts page ↗Capital Square Apartment Operating Partnership, L.P. — PartnerFacts page ↗
Sources
Note · Apr 7, 2023 – Apr 3, 2024

Jay Olander's role changed at Capital Square Apartment REIT, Inc.: director → executive officer

The Apr 7, 2023 filing lists Jay Olander as director; the Apr 3, 2024 Form D/A lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Apr 7, 2023 ↗Form D/A · Apr 3, 2024 ↗Jay Olander — PartnerFacts page ↗Capital Square Apartment REIT, Inc. — PartnerFacts page ↗
Sources
Note · Jun 21, 2024 – Apr 17, 2025

Offering amount changed between filings — Capital Square Apartment REIT, Inc.

The Jun 21, 2024 filing says $25,000,000 offered; the Apr 17, 2025 Form D/A says $30,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jun 21, 2024 ↗Form D/A (later) · Apr 17, 2025 ↗Capital Square Apartment REIT, Inc. — PartnerFacts page ↗
Sources
Note · Apr 9, 2021 – Apr 3, 2024

Jeffrey Gregor is written 2 different ways on the filings

listed as "Jeffrey A. Gregor" on 4 filings (from Apr 9, 2021), and "Jeffrey Gregor" on 16 filings (from Apr 3, 2024).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Apr 9, 2021 ↗Form D/A · Apr 3, 2024 ↗Jeffrey Gregor — PartnerFacts page ↗
Sources
Note · Apr 9, 2021 – Dec 13, 2023

Whitson A. Huffman is written 2 different ways on the filings

listed as "Whitson A. Huffman" on 20 filings (from Apr 9, 2021), and "Whitson Huffman" on the Dec 13, 2023 filing.

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Apr 9, 2021 ↗Form D · Dec 13, 2023 ↗Whitson A. Huffman — PartnerFacts page ↗
Sources
Note · Apr 9, 2021 – Jul 29, 2022

Louis Rogers is written 2 different ways on the filings

listed as "Louis J. Rogers" on 20 filings (from Apr 9, 2021), and "Louis Rogers" on 32 filings (from Jul 29, 2022).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Apr 9, 2021 ↗Form D · Jul 29, 2022 ↗Louis Rogers — PartnerFacts page ↗
Sources
Note · Jan 7, 2013 – Oct 6, 2026

Member companies were formed in 3 different states

Delaware (135), Virginia (15), Maryland (1) — out of 151 member issuers. The odd ones out: CSRA DST Bridge Fund I, LLC (Virginia); CS1031 Carolina Industrial, DST (Virginia); CSRA Opportunity Zone Fund I, LLC (Virginia); CSRA Opportunity Zone Fund II, LLC (Virginia); CSRA Opportunity Zone Fund III, LLC (Virginia); CSRA/GS Opportunity Zone V, LLC (Virginia).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Csra — sponsor group page ↗CSRA DST Bridge Fund I, LLC — PartnerFacts page ↗CS1031 Carolina Industrial, DST — PartnerFacts page ↗CSRA Opportunity Zone Fund I, LLC — PartnerFacts page ↗
Sources
Note · Sep 13, 2022 – Sep 23, 2022

Issuer used a different name before — CS1031 Asheville NC Apartment Portfolio, DST

SEC records list prior names for this filer: CS1031 Ashland NC Apartment Portfolio, DST. The current name on file is "CS1031 Asheville NC Apartment Portfolio, DST".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗CS1031 Asheville NC Apartment Portfolio, DST — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 182 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

160 of 163 offerings report sales commissions totalling $331,635,572; 0 report finder's fees; 143 report proceeds to related persons totalling $171,031,581. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 6, 2026 D
CS1031 Texas Active Living New Braunfels, DST
File 021-600065
$3,137,400 (est.)$0$696,500 (est.)WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗
via WealthForge Distributors, LLC (CRD 330314 ↗)
EDGAR ↗
Jun 24, 2026 D/A
Capital Square Apartment REIT, Inc.
File 021-552588
$1,960,000 (est.)$0$200,000 (est.)
Includes organizational and offering expenses payable to affiliates of the issuer, who are under the control of certain of the persons named in Item 3.
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗EDGAR ↗
Jun 24, 2026 D
CS1031 Texas Active Living Portfolio II DST
File 021-588413
$2,746,800 (est.)$0$609,000 (est.)WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗
via WealthForge Distribors, LLC (CRD 330314 ↗)
EDGAR ↗
Jun 24, 2026 D
CS1031 Colony at Centerpointe Apartments, DST
File 021-588457
$3,607,800 (est.)$0$328,400 (est.)WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗
via WealthForge Distribors, LLC (CRD 330314 ↗)
EDGAR ↗
Jun 15, 2026 D
CS1031 Cacema Townhomes, DST
File 021-587325
$3,515,400 (est.)$0$1,713,050 (est.)WealthForge Distributors, LLC BrokerCheck CRD 330314 ↗
via WealthForge Distribors, LLC (CRD 330314 ↗)
EDGAR ↗
Apr 2, 2026 D
CS1031 Texas Active Living Portfolio I, DST
File 021-578805
$3,301,200 (est.)$0$669,500 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Mar 30, 2026 D/A
Capital Square Apartment REIT, Inc.
File 021-395236
$8,250,000 (est.)$0$1,500,000 (est.)
Includes payments to affiliates of the issuer, including organizational and offering expenses payable to the issuer's sponsor, who is under the control of certain of the persons named in Item 3.
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗EDGAR ↗
Jan 8, 2026 D
Capital Square Apartment Operating Partnership, L.P.
File 021-569353
$0$0$0None listed on this filingEDGAR ↗
Jan 6, 2026 D
CS1031 Richmond Active Living Apartments, DST
File 021-569032
$2,797,200 (est.)$0$1,710,790 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 30, 2025 D
Capital Square Apartment Operating Partnership, L.P.
File 021-568359
$1,282,296$0$0WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
Provident Wealth Advisors BrokerCheck CRD 157392 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Regatta Capital Group, LLC BrokerCheck CRD 145363 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
CFD Investments, Inc. BrokerCheck CRD 25427 ↗		EDGAR ↗
Dec 5, 2025 D
Capital Square Blue Horizons BFR, LLC
File 021-565888
$2,141,874 (est.)$0$0 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Oct 17, 2025 D
CS1031 The Villages at Miami Gardens BFR Housing, DST
File 021-561261
$873,600 (est.)$0$565,250 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Oct 8, 2025 D
Capital Square Apartment Operating Partnership, L.P.
File 021-560221
$0$0$0None listed on this filingEDGAR ↗
Oct 8, 2025 D
Capital Square Apartment Operating Partnership, L.P.
File 021-560223
$0$0$0None listed on this filingEDGAR ↗
Sep 18, 2025 D
Capital Square Apartment Operating Partnership, L.P.
File 021-557921
$799,485$0$0WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
Cary Street Partners BrokerCheck CRD 128089 ↗
Dumaine Investments LLC BrokerCheck CRD 306481 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
MSC-BD LLC BrokerCheck CRD 142927 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Sera Capital BrokerCheck CRD 120896 ↗		EDGAR ↗
Sep 15, 2025 D/A
CSRA Opportunity Zone Fund IX, LLC
File 021-518244
$6,114,205 (est.)$0$0 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Realta Equities, Inc. BrokerCheck CRD 23769 ↗
IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗		EDGAR ↗
Aug 26, 2025 D
CS1031 Zero Coupon DFW Hospitality, DST
File 021-555847
$784,550 (est.)$0$1,139,350 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Aug 18, 2025 D
CS1031 Texas Active Living I, DST
File 021-555031
$2,890,000 (est.)$0$622,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jun 20, 2025 D/A
Capital Square Apartment REIT, Inc.
File 021-516588
$2,016,000 (est.)$0$240,000 (est.)
Includes payments to affiliates of the issuer, including organizational and offering expenses payable to the issuer's sponsor, who is under the control of certain of the persons named in Item 3.
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗EDGAR ↗
Jan 3, 2025 D
Capital Square Apartment Operating Partnership, L.P.
File 021-534132
$288,265$0$0WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
FNEX CAPITAL, LLC BrokerCheck CRD 166316 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Great Point Capital, LLC BrokerCheck CRD 114203 ↗		EDGAR ↗
Nov 6, 2024 D
Capital Square Apartment Operating Partnership, L.P.
File 021-528780
$318,074$0$0WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
FNEX CAPITAL, LLC BrokerCheck CRD 166316 ↗
MCDERMOTT INVESTMENT SERVICES, LLC BrokerCheck CRD 154926 ↗
LIGHTHOUSE CAPITAL GROUP, LLC BrokerCheck CRD 169135 ↗
CHOREO, LLC BrokerCheck CRD 111221 ↗
Dumaine Investments LLC BrokerCheck CRD 306481 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗		EDGAR ↗
Oct 1, 2024 D
CS1031 Valley Ridge BFR Housing, DST
File 021-525553
$1,701,000 (est.)$0$10,460,740 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 24, 2024 D
CS1031 Sidbury Station BFR Housing, DST
File 021-519600
$1,923,600 (est.)$0$1,075,480 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
May 31, 2024 D
Capital Square Apartment Operating Partnership, L.P.
File 021-514854
$712,323$0$0WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
FNEX CAPITAL, LLC BrokerCheck CRD 166316 ↗
MCDERMOTT INVESTMENT SERVICES, LLC BrokerCheck CRD 154926 ↗
LIGHTHOUSE CAPITAL GROUP, LLC BrokerCheck CRD 169135 ↗		EDGAR ↗
Dec 13, 2023 D
CS1031 Summit Place BFR Housing, DST
File 021-499529
$1,565,700 (est.)$0$898,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Sep 8, 2023 D
Capital Square Glendale BFR, LLC
File 021-491654
$4,443,750 (est.)$0$0 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jun 21, 2023 D
CS1031 Aspen Vista BFR Housing, DST
File 021-484692
$1,742,500 (est.)$0$1,078,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Apr 10, 2023 D
Capital Square Apartment Operating Partnership, L.P.
File 021-478391
$464,918$0$0WealthForge Securities, LLC BrokerCheck CRD 152550 ↗EDGAR ↗
Feb 23, 2023 D
CS1031 Ashford Townes BFR Housing, DST
File 021-474112
$1,160,250 (est.)$0$707,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Feb 6, 2023 D
Capital Square Denton BFR, LLC
File 021-472635
$1,764,640 (est.)$0$0 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Feb 1, 2023 D
CSRA Opportunity Zone Fund VIII, LLC
File 021-472329
$3,734,720 (est.)$0$0 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 25, 2023 D
CS1031 Brighton Woodstock BFR Housing, DST
File 021-471749
$1,915,050 (est.)$0$1,029,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 19, 2022 D
CS1031 Parkland Apartments, DST
File 021-467902
$8,984,500 (est.)$0$3,884,240 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 19, 2022 D
CS1031 Zero Coupon LV Training Facility, DST
File 021-467858
$4,895,320 (est.)$0$7,524,700 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Oct 26, 2022 D
CS1031 FarmHaus Apartments, DST
File 021-462807
$4,751,500 (est.)$0$2,426,630 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Sep 26, 2022 D
CS1031 Tapestry West Apartments, DST
File 021-459838
$5,158,395 (est.)$0$2,309,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Sep 26, 2022 D
CS1031 Lyric at Norton Commons Apartments, DST
File 021-459844
$5,739,625 (est.)$0$2,381,800 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Sep 23, 2022 D/A
CS1031 Asheville NC Apartment Portfolio, DST
File 021-458671
$6,212,650 (est.)$0$2,413,530 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Sep 23, 2022 D
CS1031 Holiday MHC, DST
File 021-459759
$3,255,500 (est.)$0$821,390 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Aug 22, 2022 D
CS1031 Lakeside on Riverwatch, DST
File 021-456534
$2,278,000 (est.)$0$995,910 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Aug 3, 2022 D
CS1031 The Trails at Short Pump Apartments, DST
File 021-454676
$4,632,500 (est.)$0$2,302,800 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 29, 2022 D
CS1031 Country Lakes Village MHC, DST
File 021-454178
$5,535,200 (est.)$0$1,740,998 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 29, 2022 D
CS1031 Rivergate Apartments, DST
File 021-454182
$3,952,500 (est.)$0$2,645,480 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jun 17, 2022 D
CS1031 Hunter's Chase Apartments, DST
File 021-449560
$4,097,000 (est.)$0$2,040,370 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jun 17, 2022 D
CS1031 Retreat at Arden Farms Apartments, DSTS
File 021-449597
$5,780,000 (est.)$0$2,995,750 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jun 8, 2022 D
CS1031 Village at Westland Cove Apartments, DST
File 021-448489
$4,488,850 (est.)$0$2,221,110 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Apr 27, 2022 D
CS1031 HOUSTON APARTMENTS, DST
File 021-443522
$4,806,750 (est.)$0$2,428,710 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Apr 7, 2022 D
CS1031 The Louis Apartments, DST
File 021-440781
$5,140,375 (est.)$0$2,228,170 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Apr 5, 2022 D
CSRA Opportunity Zone Fund VII, LLC
File 021-440352
$3,315,040 (est.)$0$150,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Apr 5, 2022 D
CS1031 Sterling Manor Apartments, DST
File 021-440458
$3,604,000 (est.)$0$1,810,870 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Mar 7, 2022 D
CSRA Steamboat Basecamp, LLC
File 021-436181
$1,350,560 (est.)$0$211,225 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Feb 24, 2022 D
CS1031 MOB AZ II, DST
File 021-434883
$815,025 (est.)$0$223,750 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Feb 17, 2022 D
CS1031 Zero Coupon Fulfillment Center, DST
File 021-433967
$4,442,950 (est.)$0$9,787,302 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Feb 16, 2022 D
CS1031 Palm Lake Club MHC, DST
File 021-433816
$2,065,500 (est.)$0$539,170 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Feb 1, 2022 D
Capital Square Apartment REIT, Inc.
File 021-431688
$6,250 (est.)$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 28, 2022 D
CS1031 Vista Brooklyn Apartments, DST
File 021-431222
$5,414,500 (est.)$0$3,346,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 28, 2022 D
CS1031 Villas at Ridgeview Falls Apartments, DST
File 021-431292
$2,992,000 (est.)$0$1,701,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 6, 2022 D
CS1031 Capstone at Banks Crossing Apartments, DST
File 021-428090
$2,722,550 (est.)$0$1,480,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 28, 2021 D
CS1031 Artistry at Winterfield Apartments, DST
File 021-426909
$2,992,000 (est.)$0$1,599,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 28, 2021 D
CS1031 One Riverside Apartments, DST
File 021-426981
$3,871,750 (est.)$0$2,172,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Nov 30, 2021 D
CS1031 Twin Palms MHC, DST
File 021-422844
$3,060,000 (est.)$0$810,580 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Nov 8, 2021 D
CS1031 The Quincy Apartments, DST
File 021-420221
$5,424,700 (est.)$0$2,910,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Nov 3, 2021 D
CS1031 Residences at 393 North Apartments, DST
File 021-419646
$1,980,500 (est.)$0$1,204,050 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Nov 1, 2021 D
CS1031 Flats at West Broad Village Apartments, DST
File 021-419335
$6,213,500 (est.)$0$2,778,220 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Oct 8, 2021 D
CS1031 Coach House MHC, DST
File 021-416354
$4,819,500 (est.)$0$1,356,790 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Oct 1, 2021 D
CS1031 17 Broad Apartments, DST
File 021-415360
$1,569,525 (est.)$0$990,230 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Aug 26, 2021 D
CS1031 Midway Estates MHC, DST
File 021-411423
$1,028,500 (est.)$0$341,320 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Aug 16, 2021 D
CS1031 Livingston Apartment Flats, DST
File 021-410092
$3,789,810 (est.)$0$2,236,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 30, 2021 D
CSRA Opportunity Zone Fund VI, LLC
File 021-408301
$3,876,080 (est.)$0$0 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 28, 2021 D
CS1031 MOB AZ I, DST
File 021-408020
$494,445 (est.)$0$233,200 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 19, 2021 D
CS1031 Lullwater at Big Ridge Apartments, DST
File 021-406722
$2,371,500 (est.)$0$1,583,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 13, 2021 D
CS1031 MOB TX VII, DST
File 021-406010
$1,412,550 (est.)$0$322,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jun 22, 2021 D
CS1031 Integra Vistas Apartments, DST
File 021-403756
$2,295,000 (est.)$0$1,519,950 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
May 17, 2021 D
CS1031 Sun Key Village MHC, DST
File 021-399653
$2,301,250 (est.)$0$736,860 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
May 3, 2021 D
CS1031 SouthLawn Lawrenceville Apartments, DST
File 021-397939
$5,630,625 (est.)$0$3,426,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Mar 30, 2021 D
CS1031 Foxwood Village MHC, DST
File 021-394042
$3,924,375 (est.)$0$1,538,321 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Mar 26, 2021 D
CS1031 Streets of Greenbrier Apartments, DST
File 021-393642
$3,108,700 (est.)$0$1,769,990 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Mar 11, 2021 D
CS1031 SomerHill Farms Apartments, DST
File 021-391919
$2,033,150 (est.)$0$1,151,540 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Feb 22, 2021 D
CS1031 Colorado Power, DST
File 021-390045
$1,482,425 (est.)$0$796,900 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 25, 2021 D
CS1031 Canopy at Ginter Park Apartments DST
File 021-387164
$3,418,800 (est.)$0$2,219,700 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 20, 2021 D
CS1031 California Data Center, DST
File 021-386825
$439,775 (est.)$0$191,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 21, 2020 D
CS1031 Whispering Pines MHC, DST
File 021-383816
$3,018,750 (est.)$0$1,172,437 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 17, 2020 D
CS1031 The Falls at Ormond Beach MHC, DST
File 021-383526
$6,650,000 (est.)$0$3,178,050 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Nov 24, 2020 D
CSRA/GS Opportunity Zone V, LLC
File 021-381396
$2,591,680 (est.)$0$0WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Nov 4, 2020 D
CS1031 Marina Pointe Apartments, DST
File 021-379696
$2,117,500 (est.)$0$1,184,450 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Oct 22, 2020 D
CS1031 Promenade at Newnan Crossing Apartments, DST
File 021-378573
$2,657,812 (est.)$0$1,748,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Oct 1, 2020 D
CS1031 Maplewood Estates MHC, DST
File 021-376861
$3,377,500 (est.)$0$1,333,360 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Sep 28, 2020 D
CS1031 Williamsburg VA Apartments, DST
File 021-376462
$1,881,688 (est.)$0$1,234,580 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Aug 25, 2020 D
CS1031 Harbor View MHC, LLC
File 021-374048
$1,190,000 (est.)$0$235,680 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 29, 2020 D
CS1031 SE MOB Portfolio, DST
File 021-372021
$850,680 (est.)$0$376,260 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 9, 2020 D
CS1031 Fairlane Harbor MHC, DST
File 021-370603
$2,465,000 (est.)$0$895,430 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
May 11, 2020 D
CS1031 Abbington Place Apartments, DST
File 021-366651
$2,210,000 (est.)$0$1,357,300 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Mar 11, 2020 D
CS1031 MOB TX VI, DST
File 021-362552
$492,660 (est.)$0$311,375 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Feb 20, 2020 D
CS1031 Midwest Industrial, DST
File 021-360998
$690,000 (est.)$0$225,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 29, 2020 D
CS1031 Augusta MOB, DST
File 021-359187
$670,125 (est.)$0$217,500 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 22, 2020 D
CS1031 SE Apartment Portfolio, DST
File 021-358707
$3,307,775 (est.)$0$7,854,710 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 17, 2020 D
CS1031 SE Apartment Portfolio II, DST
File 021-358403
$4,609,550 (est.)$0$2,627,450 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 6, 2020 D
CSRA Opportunity Zone Fund III, LLC
File 021-357208
$600,000 (est.)$0$50,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 6, 2020 D
CSRA Opportunity Zone Fund IV, LLC
File 021-357210
$618,800 (est.)$0$0WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 9, 2019 D
CSRA Opportunity Zone Fund II, LLC
File 021-355091
$508,000 (est.)$0$50,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 4, 2019 D
CS1031 MOB TX V, DST
File 021-354780
$1,096,245 (est.)$0$588,450 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Oct 31, 2019 D
CS1031 2000 West Creek Apartments, DST
File 021-352279
$4,056,625 (est.)$0$2,720,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Aug 26, 2019 D
CS1031 Saltmeadow Bay Apartments, DST
File 021-347367
$2,043,825 (est.)$0$1,287,900 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Aug 8, 2019 D
CSRA Opportunity Zone Fund I, LLC
File 021-346133
$560,000 (est.)$0$50,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Aug 7, 2019 D
CS1031 Misty Ridge Apartments, DST
File 021-346018
$3,480,750 (est.)$0$2,135,200 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 17, 2019 D
CS1031 Bedford Parke Apartments, DST
File 021-344545
$1,097,350 (est.)$0$658,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
May 23, 2019 D
CS1031 Hickory Creek Apartments, DST
File 021-340235
$1,971,150 (est.)$0$1,208,720 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
May 22, 2019 D
CS1031 So Cal MOB, DST
File 021-340132
$911,880 (est.)$0$558,800 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
May 3, 2019 D
CS1031 Houston Memory Care II, DST
File 021-338797
$365,700 (est.)$0$81,098 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
May 3, 2019 D
CS1031 Midwest Dialysis, DST
File 021-338794
$322,650 (est.)$0$71,415 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Mar 22, 2019 D/A
CS1031 Woodshire Apartments, DST
File 021-329381
$1,877,310 (est.)$0$1,134,200 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)

Robin Naylor BrokerCheck CRD 1392433 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Ryan Thomas BrokerCheck CRD 5090417 ↗
via Lighthouse Capital Group, LLC (CRD 169135 ↗)

Tony Kassaei BrokerCheck CRD 4375259 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)
EDGAR ↗
Feb 8, 2019 D
CS1031 Bellemeade Farms Apartments, DST
File 021-332456
$2,898,500 (est.)$0$1,848,370 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 19, 2018 D
CS1031 Carolina Tech HQ, DST
File 021-328406
$1,637,440 (est.)$0$1,033,500 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Nov 16, 2018 D
CS1031 Carolina Industrial, DST
File 021-325989
$733,550 (est.)$0$476,325 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Oct 24, 2018 D
CS1031 Richmond VA Apartments, DST
File 021-324245
$1,782,450 (est.)$0$1,048,370 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Sep 13, 2018 D
CS1031 Houston Memory Care, DST
File 021-321260
$312,525 (est.)$0$69,240 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Aug 3, 2018 D
CS1031 Ivy Commons Apartments, DST
File 021-318472
$1,957,295 (est.)$0$1,228,270 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 10, 2018 D
CS1031 Old Towne Loft Apartments, DST
File 021-316367
$918,765 (est.)$0$570,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jun 22, 2018 D
CS1031 Jacksonville FL HQ, DST
File 021-315183
$647,530 (est.)$0$358,400 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jun 4, 2018 D
CS1031 Ashland MOB, DST
File 021-313780
$196,650 (est.)$0$63,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
May 17, 2018 D
CS1031 Diversified Dialysis Portfolio, DST
File 021-312690
$849,915 (est.)$0$507,921WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jan 2, 2018 D
CS1031 Tampa Pharma, DST
File 021-302068
$312,035 (est.)$0$189,300 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 20, 2017 D/A
CS1031 High Ridge Apartments, DST
File 021-301127
$727,175 (est.)$0$411,000 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 19, 2017 D/A
CS1031 California MOB I, DST
File 021-299111
$272,250 (est.)$0$89,100 (est.)WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
via WealthForge Securities LLC (CRD 152550 ↗)
EDGAR ↗
Sep 25, 2017 D
CS1031 Fairway View Apartments, DST
File 021-295313
$1,102,000 (est.)$0$743,000 (est.)None listed on this filingEDGAR ↗
May 2, 2017 D
CS1031 Louisburg MOB, DST
File 021-285874
$344,680 (est.)$0$81,670 (est.)Elizabeth Learned Friant BrokerCheck CRD 2122446 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)
EDGAR ↗
Feb 21, 2017 D
CS1031/Kay Alexander Pointe Apartments, DST
File 021-281022
$630,300 (est.)$0$543,000 (est.)Dwight K. Kay BrokerCheck CRD 5376903 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)
EDGAR ↗
Feb 1, 2017 D
CS1031 Louisburg MOB, DST
File 021-279801
$344,680 (est.)$0$81,670 (est.)None listed on this filingEDGAR ↗
Dec 2, 2016 D
CS1031/Kay Maple Springs Apartments, DST
File 021-275560
$724,962 (est.)$0$635,000 (est.)Dwight K. Kay BrokerCheck CRD 5376903 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)
EDGAR ↗
Nov 3, 2016 D
CS1031 Kinston MOB, DST
File 021-273748
$172,340 (est.)$0$29,550 (est.)None listed on this filingEDGAR ↗
Oct 13, 2016 D
CS1031 Morganton MOB, DST
File 021-272388
$206,920 (est.)$0$209,289 (est.)None listed on this filingEDGAR ↗
Aug 31, 2016 D
CS1031 Crossroads Apartments, DST
File 021-269884
$847,700 (est.)$0$669,100 (est.)None listed on this filingEDGAR ↗
Aug 29, 2016 D
CS1031 Birmingham MOB, DST
File 021-269719
$141,260 (est.)$0$114,200 (est.)None listed on this filingEDGAR ↗
Jul 29, 2016 D
CS1031 Canopy Apartments, DST
File 021-267982
$617,750 (est.)$0$377,000 (est.)None listed on this filingEDGAR ↗
Jun 3, 2016 D
CSRA/Kay Dallas MOB, DST
File 021-264366
$29,850 (est.)$0$73,500 (est.)Dwight K. Kay BrokerCheck CRD 5376903 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)
EDGAR ↗
Mar 28, 2016 D/A
CSRA Galeria Del Rio, DST
File 021-257583
$688,000 (est.)$0$525,450 (est.)None listed on this filingEDGAR ↗
Mar 9, 2016 D
CSRA Winchester MOB, DST
File 021-258925
$355,180 (est.)$0$125,000 (est.)None listed on this filingEDGAR ↗
Jan 5, 2016 D
CSRA Perry Place, DST
File 021-254518
$288,000 (est.)$0$259,380 (est.)None listed on this filingEDGAR ↗
Dec 21, 2015 D
CSRA/Kay Raleigh MOB, DSt
File 021-253489
$106,575 (est.)$0$145,480 (est.)Dwight K. Kay BrokerCheck CRD 5376903 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)
EDGAR ↗
Dec 1, 2015 D
CSRA DST Bridge Fund I, LLC
File 021-252115
$787,000 (est.)$0$0 (est.)None listed on this filingEDGAR ↗
Nov 18, 2015 D
CSRA Grocery Portfolio II, DST
File 021-251470
$360,720 (est.)$0$208,835 (est.)None listed on this filingEDGAR ↗
Nov 5, 2015 D
CSRA MOB TX IV, DST
File 021-250773
$225,600 (est.)$0$135,875 (est.)None listed on this filingEDGAR ↗
Oct 27, 2015 D
CSRA NC MOB, DST
File 021-250152
$144,400 (est.)$0$112,500 (est.)None listed on this filingEDGAR ↗
Oct 15, 2015 D/A
CSRA/Kay Richmond MOB, DST
File 021-247092
$121,590 (est.)$0$40,000 (est.)Dwight K. Kay BrokerCheck CRD 5376903 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)
EDGAR ↗
Sep 9, 2015 D
CSRA Columbus OH Fitness, DST
File 021-247228
$582,160 (est.)$0$284,360 (est.)None listed on this filingEDGAR ↗
Jul 31, 2015 D/A
CSRA Komar Desert Center, DST
File 021-231649
$748,640 (est.)$0$408,430 (est.)None listed on this filingEDGAR ↗
Jul 31, 2015 D/A
CSRA Richmond Golf Retail, DST
File 021-239167
$229,600 (est.)$0$97,330 (est.)None listed on this filingEDGAR ↗
Jul 20, 2015 D/A
CSRA Grocery Portfolio I, DST
File 021-243536
$459,200 (est.)$0$274,745 (est.)None listed on this filingEDGAR ↗
Jun 2, 2015 D
CSRA Candleglow Apartments, DST
File 021-240944
$262,800 (est.)$0$161,600 (est.)None listed on this filingEDGAR ↗
May 5, 2015 D
CSRA 1530 W. Covina, DST
File 021-239170
$606,000 (est.)$0$269,500 (est.)None listed on this filingEDGAR ↗
Dec 12, 2014 D/A
CSRA MOB Portfolio II, DST
File 021-225451
$690,400 (est.)$0$335,930 (est.)None listed on this filingEDGAR ↗
Nov 24, 2014 D
CSRA MOB TX Portfolio III, DST
File 021-228922
$758,000 (est.)$0$335,930 (est.)None listed on this filingEDGAR ↗
Sep 29, 2014 D
CSRA Chicago Parking I, DST
File 021-225450
$476,900 (est.)$0$205,580 (est.)None listed on this filingEDGAR ↗
Aug 11, 2014 D
CSRA MOB Portfolio I, DST
File 021-222593
$570,400 (est.)$0$280,070None listed on this filingEDGAR ↗
Jul 8, 2014 D
CSRA MHC Portfolio I, DST
File 021-220545
$724,400 (est.)$0$601,697 (est.)None listed on this filingEDGAR ↗
Jun 13, 2014 D
CSRA NY MOB, DST
File 021-219189
$249,600 (est.)$0$119,000 (est.)None listed on this filingEDGAR ↗
Feb 18, 2014 D
CSRA 2700 S. Las Vegas, DST
File 021-212090
$832,000 (est.)$0$530,250 (est.)None listed on this filingEDGAR ↗
Feb 6, 2014 D
CSRA Newcastle North, DST
File 021-211452
$480,000 (est.)$0$398,750None listed on this filingEDGAR ↗
Nov 13, 2013 D
CSRA GM Dothan, DST
File 021-206227
$271,280 (est.)$0$226,540 (est.)None listed on this filingEDGAR ↗
Sep 12, 2013 D
CSRA ECU MOB, DST
File 021-202748
$110,000 (est.)$0$97,200Dwight K. Kay BrokerCheck CRD 5376903 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

John M. Butler BrokerCheck CRD 1951436 ↗
via Investment Security Corporation (CRD 47536 ↗)
EDGAR ↗
Sep 3, 2013 D
CSRA Bridgeview Apartments, DST
File 021-202204
$1,157,100 (est.)$0$605,000 (est.)Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗		EDGAR ↗
May 16, 2013 D
CSRA Ashford Club Apartments, DST
File 021-196609
$330,000 (est.)$0$0 (est.)Colorado Financial Services Corporation BrokerCheck CRD 104343 ↗EDGAR ↗
Jan 7, 2013 D
CSRA Riverwood Corporate Center, DST
File 021-189659
$392,400 (est.)$0$513,393 (est.)TNP Securities, LLC BrokerCheck CRD 149178 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 151 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 5 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 5 ownership records matched to Csra in the sources searched.

Owner of record Dallas County TX
Parcel 26007720010010000 · GARLAND (DALLAS CO), TX · Roll 2027
Owner as listed: CS1031 MOB TX VII DST
Matched on: exact company name; recorded in IL, not the issuer's state. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 24, 2026, 8:16 AM ET
Owner of record Dallas County TX
Parcel 280525000707R0000 · GRAND PRAIRIE (DALLAS CO), TX · Roll 2027
Owner as listed: CS1031 DIVERSIFIED DIALYSIS PORTFOLIO DST
Matched on: exact company name; recorded in TX, not the issuer's state. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 24, 2026, 8:19 AM ET
Owner of record Harris County TX
Parcel 1192740000004 · KINGWOOD, TX · Roll 2026
Owner as listed: CS1031 HOUSTON MEMORY CARE II DST
Matched on: exact company name; recorded in IL, not the issuer's state. HCAD public data page (account 1192740000004) ↗ · Dataset file we read (HCAD Real_acct_owner zip) ↗ · Harris County Appraisal District real_acct.txt · Retrieved Oct 24, 2026, 7:10 AM ET
Owner of record Harris County TX
Parcel 1311560010003 · SPRING, TX · Roll 2026
Owner as listed: CS1031 HOUSTON MEMORY CARE DST
Matched on: exact company name; recorded in IL, not the issuer's state. HCAD public data page (account 1311560010003) ↗ · Dataset file we read (HCAD Real_acct_owner zip) ↗ · Harris County Appraisal District real_acct.txt · Retrieved Oct 24, 2026, 7:16 AM ET
Owner of record Harris County TX
Parcel 1500960010001 · HOUSTON, TX · Roll 2026
Owner as listed: CS1031 HOUSTON APARTMENTS DST
Matched on: exact company name; recorded in IL, not the issuer's state. HCAD public data page (account 1500960010001) ↗ · Dataset file we read (HCAD Real_acct_owner zip) ↗ · Harris County Appraisal District real_acct.txt · Retrieved Oct 24, 2026, 6:58 AM ET

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET · Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET · Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET · King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET · Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗CR CSRA Riverwood Corporate Center, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGlen Allen, VACommercial1$1,860,0005$25,0002013–2013
EDGAR ↗CA CSRA Ashford Club Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VAResidential1$00$30,0002013–2013
EDGAR ↗CB CSRA Bridgeview Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VAResidential1$00$25,0002013–2013
EDGAR ↗CE CSRA ECU MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGlen Allen, VACommercial1$2,871,7893$25,0002013–2013
EDGAR ↗CG CSRA GM Dothan, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $9,516,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2013–2013
EDGAR ↗CN CSRA Newcastle North, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $16,875,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2014–2014
EDGAR ↗C2 CSRA 2700 S. Las Vegas, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $33,275,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2014–2014
EDGAR ↗CN CSRA NY MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $8,020,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2014–2014
EDGAR ↗CM CSRA MHC Portfolio I, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $25,455,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2014–2014
EDGAR ↗CM CSRA MOB Portfolio I, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $18,662,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2014–2014
EDGAR ↗CC CSRA Chicago Parking I, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $14,220,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2014–2014
EDGAR ↗CM CSRA MOB Portfolio II, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial2$0
offering $22,460,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2014–2014
EDGAR ↗CM CSRA MOB TX Portfolio III, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $22,150,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2014–2014
EDGAR ↗CK CSRA Komar Desert Center, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial2$0
offering $26,413,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2015–2015
EDGAR ↗CR CSRA Richmond Golf Retail, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial2$0
offering $6,770,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2015–2015
EDGAR ↗C1 CSRA 1530 W. Covina, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $18,325,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2015–2015
EDGAR ↗CC CSRA Candleglow Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $8,495,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2015–2015
EDGAR ↗CG CSRA Grocery Portfolio I, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial2$0
offering $14,490,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2015–2015
EDGAR ↗CK CSRA/Kay Richmond MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial2$1,442,990
offering $2,316,000 · similar: $1,815,000–$10,000,000
6
similar: 7–33
$25,000
similar: $20,000–$50,000
2015–2015
EDGAR ↗CC CSRA Columbus OH Fitness, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $18,777,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2015–2015
EDGAR ↗CN CSRA NC MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $5,555,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2015–2015
EDGAR ↗CM CSRA MOB TX IV, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $7,070,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2015–2015
EDGAR ↗CG CSRA Grocery Portfolio II, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $11,009,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2015–2015
EDGAR ↗CD CSRA DST Bridge Fund I, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VAOther1$0
offering $10,000,000 · similar: $1,100,000–$15,000,000
0
similar: 2–17
$50,000
similar: $14,962–$100,000
2015–2015
EDGAR ↗CK CSRA/Kay Raleigh MOB, DStshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$1,770,118
offering $5,998,000 · similar: $3,000,000–$20,000,000
3
similar: 4–26
$25,000
similar: $25,000–$100,000
2015–2015
EDGAR ↗CP CSRA Perry Place, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $9,350,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2016–2016
EDGAR ↗CG CSRA Galeria Del Rio, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial2$0
offering $8,600,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2016–2016
EDGAR ↗CW CSRA Winchester MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $5,074,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2016–2016
EDGAR ↗CK CSRA/Kay Dallas MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$100,000
offering $2,945,000 · similar: $3,000,000–$20,000,000
1
similar: 4–26
$25,000
similar: $25,000–$100,000
2016–2016
EDGAR ↗CC CS1031 Canopy Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $8,825,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2016–2016
EDGAR ↗CB CS1031 Birmingham MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $2,018,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2016–2016
EDGAR ↗CC CS1031 Crossroads Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$501,568
offering $12,110,000 · similar: $1,815,000–$10,000,000
1
similar: 7–33
$25,000
similar: $20,000–$50,000
2016–2016
EDGAR ↗CM CS1031 Morganton MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $2,956,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2016–2016
EDGAR ↗CK CS1031 Kinston MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $2,462,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2016–2016
EDGAR ↗CK CS1031/Kay Maple Springs Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$1,517,117
offering $11,788,000 · similar: $3,000,000–$20,000,000
7
similar: 4–26
$25,000
similar: $25,000–$100,000
2016–2016
EDGAR ↗CL CS1031 Louisburg MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial2$1,849,496
offering $4,924,000 · similar: $1,815,000–$10,000,000
8
similar: 7–33
$25,000
similar: $20,000–$50,000
2017–2017
EDGAR ↗CK CS1031/Kay Alexander Pointe Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$381,487
offering $10,505,000 · similar: $3,000,000–$20,000,000
5
similar: 4–26
$25,000
similar: $25,000–$100,000
2017–2017
EDGAR ↗CF CS1031 Fairway View Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $13,775,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2017–2017
EDGAR ↗CC CS1031 California MOB I, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial2$0
offering $3,630,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2017–2017
EDGAR ↗CH CS1031 High Ridge Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial2$0
offering $8,555,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2017–2017
EDGAR ↗CT CS1031 Tampa Pharma, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $3,671,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2018–2018
EDGAR ↗CD CS1031 Diversified Dialysis Portfolio, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $9,999,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2018–2018
EDGAR ↗CA CS1031 Ashland MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $2,622,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2018–2018
EDGAR ↗CJ CS1031 Jacksonville FL HQ, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $7,618,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2018–2018
EDGAR ↗CO CS1031 Old Towne Loft Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $10,809,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2018–2018
EDGAR ↗CI CS1031 Ivy Commons Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $23,027,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2018–2018
EDGAR ↗CH CS1031 Houston Memory Care, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$640,755
offering $4,167,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2018–2018
EDGAR ↗CR CS1031 Richmond VA Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$89,640
offering $20,970,000 · similar: $3,000,000–$20,000,000
1
similar: 4–26
$50,000
similar: $25,000–$100,000
2018–2018
EDGAR ↗CC CS1031 Carolina Industrial, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $8,630,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2018–2018
EDGAR ↗CC CS1031 Carolina Tech HQ, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $19,264,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2018–2018
EDGAR ↗CW CS1031 Woodshire Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial2$14,135,916
offering $22,086,000 · similar: $3,000,000–$20,000,000
38
similar: 4–26
$50,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CB CS1031 Bellemeade Farms Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $34,100,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CH CS1031 Houston Memory Care II, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $4,876,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CM CS1031 Midwest Dialysis, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $4,302,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CS CS1031 So Cal MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $10,728,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CH CS1031 Hickory Creek Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $23,190,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CB CS1031 Bedford Parke Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$771,000
offering $12,910,000 · similar: $3,000,000–$20,000,000
1
similar: 4–26
$50,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CM CS1031 Misty Ridge Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $40,950,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CO CSRA Opportunity Zone Fund I, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $7,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CS CS1031 Saltmeadow Bay Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$1,080,478
offering $24,045,000 · similar: $3,000,000–$20,000,000
1
similar: 4–26
$50,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗C2 CS1031 2000 West Creek Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $47,725,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CM CS1031 MOB TX V, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $12,897,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CO CSRA Opportunity Zone Fund II, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $6,350,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2019–2019
EDGAR ↗CO CSRA Opportunity Zone Fund III, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $7,500,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CO CSRA Opportunity Zone Fund IV, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $7,735,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CS CS1031 SE Apartment Portfolio II, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $54,230,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CS CS1031 SE Apartment Portfolio, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $38,915,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CA CS1031 Augusta MOB, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $8,935,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CM CS1031 Midwest Industrial, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $9,200,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CM CS1031 MOB TX VI, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $5,796,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CA CS1031 Abbington Place Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $26,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CF CS1031 Fairlane Harbor MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $29,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CS CS1031 SE MOB Portfolio, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $10,008,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CH CS1031 Harbor View MHC, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $13,600,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CW CS1031 Williamsburg VA Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $21,505,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CM CS1031 Maplewood Estates MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $38,600,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CP CS1031 Promenade at Newnan Crossing Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $30,375,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CM CS1031 Marina Pointe Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $24,200,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CG CSRA/GS Opportunity Zone V, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $32,396,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CT CS1031 The Falls at Ormond Beach MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $76,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CW CS1031 Whispering Pines MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $34,500,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2020–2020
EDGAR ↗CC CS1031 California Data Center, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $5,026,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CC CS1031 Canopy at Ginter Park Apartments DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $39,072,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CC CS1031 Colorado Power, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $16,942,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CS CS1031 SomerHill Farms Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $23,236,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CS CS1031 Streets of Greenbrier Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $35,528,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CF CS1031 Foxwood Village MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $44,850,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CS Capital Square Apartment REIT, Inc.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VAREITS and Finance12$29,708,794
offering $50,000,000 · similar: $2,500,000–$75,000,000
130
similar: 4–63
No minimum reported
similar: $15,000–$100,000
2021–2026
EDGAR ↗CS CS1031 SouthLawn Lawrenceville Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $64,350,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CS CS1031 Sun Key Village MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $26,300,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CI CS1031 Integra Vistas Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$439,774
offering $27,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CM CS1031 MOB TX VII, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $18,834,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CL CS1031 Lullwater at Big Ridge Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $27,900,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CM CS1031 MOB AZ I, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $5,817,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CO CSRA Opportunity Zone Fund VI, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $48,451,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CL CS1031 Livingston Apartment Flats, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $44,586,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CM CS1031 Midway Estates MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $12,100,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗C1 CS1031 17 Broad Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $18,465,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CC CS1031 Coach House MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $56,700,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CF CS1031 Flats at West Broad Village Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $73,100,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CR CS1031 Residences at 393 North Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $23,300,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CT CS1031 The Quincy Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $63,820,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CT CS1031 Twin Palms MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $36,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CA CS1031 Artistry at Winterfield Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $35,200,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CO CS1031 One Riverside Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $45,550,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2021–2021
EDGAR ↗CC CS1031 Capstone at Banks Crossing Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $32,030,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CV CS1031 Vista Brooklyn Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $63,700,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CV CS1031 Villas at Ridgeview Falls Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $35,200,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CP CS1031 Palm Lake Club MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $24,300,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CZ CS1031 Zero Coupon Fulfillment Center, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $52,270,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CM CS1031 MOB AZ II, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $10,867,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$25,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CS CSRA Steamboat Basecamp, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $16,882,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CO CSRA Opportunity Zone Fund VII, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $41,438,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CS CS1031 Sterling Manor Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $42,400,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CT CS1031 The Louis Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $60,475,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CH CS1031 HOUSTON APARTMENTS, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $56,550,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CV CS1031 Village at Westland Cove Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $52,810,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CH CS1031 Hunter's Chase Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $48,200,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CR CS1031 Retreat at Arden Farms Apartments, DSTSshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $68,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CC CS1031 Country Lakes Village MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $65,120,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CR CS1031 Rivergate Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $46,500,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CT CS1031 The Trails at Short Pump Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$421,460
offering $54,500,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CL CS1031 Lakeside on Riverwatch, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $26,800,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CA CS1031 Asheville NC Apartment Portfolio, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial2$0
offering $73,090,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CH CS1031 Holiday MHC, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $38,300,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CT CS1031 Tapestry West Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $60,687,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CL CS1031 Lyric at Norton Commons Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $67,525,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CF CS1031 FarmHaus Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $55,900,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CZ CS1031 Zero Coupon LV Training Facility, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $57,592,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CP CS1031 Parkland Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $105,700,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CB CS1031 Brighton Woodstock BFR Housing, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $22,530,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗CO CSRA Opportunity Zone Fund VIII, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $46,684,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗CS Capital Square Denton BFR, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $22,058,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗CA CS1031 Ashford Townes BFR Housing, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $13,650,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗CS Capital Square Apartment Operating Partnership, L.P.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VAREITS and Finance9$33,398,189
offering $3,093,863 · similar: $125,000–$125,000
74
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2023–2026
EDGAR ↗CA CS1031 Aspen Vista BFR Housing, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$1,996,353
offering $20,500,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗CS Capital Square Glendale BFR, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $49,375,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$100,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗CS CS1031 Summit Place BFR Housing, DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $18,420,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗CO CSRA Opportunity Zone Fund IX, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial2$15,924,305
offering $77,395,000 · similar: $3,000,000–$20,000,000
70
similar: 4–26
$100,000
similar: $25,000–$100,000
2024–2025
EDGAR ↗CS CS1031 Sidbury Station BFR Housing, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $22,900,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2024–2024
EDGAR ↗CV CS1031 Valley Ridge BFR Housing, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $20,250,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2024–2024
EDGAR ↗CT CS1031 Texas Active Living I, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $34,000,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗CZ CS1031 Zero Coupon DFW Hospitality, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $9,230,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗CT CS1031 The Villages at Miami Gardens BFR Housing, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $10,400,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗CS Capital Square Blue Horizons BFR, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $24,066,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗CR CS1031 Richmond Active Living Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $33,300,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2026–2026
EDGAR ↗CT CS1031 Texas Active Living Portfolio I, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $39,300,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2026–2026
EDGAR ↗CC CS1031 Cacema Townhomes, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $41,850,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2026–2026
EDGAR ↗CT CS1031 Texas Active Living Portfolio II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $32,700,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2026–2026
EDGAR ↗CC CS1031 Colony at Centerpointe Apartments, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressGLEN ALLEN, VACommercial1$0
offering $42,950,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2026–2026
EDGAR ↗CT CS1031 Texas Active Living New Braunfels, DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesGLEN ALLEN, VACommercial1$0
offering $37,350,000 · similar: $3,000,000–$20,000,000
0
similar: 4–26
$50,000
similar: $25,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (5 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 6, 2026CS1031 Texas Active Living New Braunfels, DSTDCommercial$37,350,000$0
EDGAR ↗Jun 24, 2026CS1031 Colony at Centerpointe Apartments, DSTDCommercial$42,950,000$0
EDGAR ↗Jun 24, 2026CS1031 Texas Active Living Portfolio II DSTDCommercial$32,700,000$0
EDGAR ↗Jun 24, 2026Capital Square Apartment REIT, Inc.D/AREITS and Finance$50,000,000$29,708,794
EDGAR ↗Jun 15, 2026CS1031 Cacema Townhomes, DSTDCommercial$41,850,000$0
EDGAR ↗Apr 2, 2026CS1031 Texas Active Living Portfolio I, DSTDCommercial$39,300,000$0
EDGAR ↗Mar 30, 2026Capital Square Apartment REIT, Inc.D/AREITS and Finance$160,000,000$6,206,928
EDGAR ↗Jan 8, 2026Capital Square Apartment Operating Partnership, L.P.DREITS and Finance$3,093,863$3,093,863
EDGAR ↗Jan 6, 2026CS1031 Richmond Active Living Apartments, DSTDCommercial$33,300,000$0
EDGAR ↗Dec 30, 2025Capital Square Apartment Operating Partnership, L.P.DREITS and Finance$34,869,497$19,295,268
EDGAR ↗Dec 5, 2025Capital Square Blue Horizons BFR, LLCDCommercial$24,066,000$0
EDGAR ↗Oct 17, 2025CS1031 The Villages at Miami Gardens BFR Housing, DSTDCommercial$10,400,000$0
EDGAR ↗Oct 8, 2025Capital Square Apartment Operating Partnership, L.P.DREITS and Finance$4,773,562$4,773,562
EDGAR ↗Oct 8, 2025Capital Square Apartment Operating Partnership, L.P.DREITS and Finance$24,147,810$24,147,810
EDGAR ↗Sep 18, 2025Capital Square Apartment Operating Partnership, L.P.DREITS and Finance$26,537,121$16,681,315
EDGAR ↗Sep 15, 2025CSRA Opportunity Zone Fund IX, LLCD/ACommercial$77,395,000$15,924,305
EDGAR ↗Aug 26, 2025CS1031 Zero Coupon DFW Hospitality, DSTDCommercial$9,230,000$0
EDGAR ↗Aug 18, 2025CS1031 Texas Active Living I, DSTDCommercial$34,000,000$0
EDGAR ↗Jul 23, 2025Capital Square Apartment REIT, Inc.DREITS and Finance$50,000,000$1,775,000
EDGAR ↗Jun 20, 2025Capital Square Apartment REIT, Inc.D/AREITS and Finance$30,000,000$23,938,334
EDGAR ↗Apr 17, 2025Capital Square Apartment REIT, Inc.D/AREITS and Finance$30,000,000$19,731,334
EDGAR ↗Mar 31, 2025Capital Square Apartment REIT, Inc.D/AREITS and Finance$160,000,000$6,147,179
EDGAR ↗Jan 3, 2025Capital Square Apartment Operating Partnership, L.P.DREITS and Finance$12,547,686$5,454,553
EDGAR ↗Nov 6, 2024Capital Square Apartment Operating Partnership, L.P.DREITS and Finance$21,841,245$13,624,740
EDGAR ↗Oct 1, 2024CS1031 Valley Ridge BFR Housing, DSTDCommercial$20,250,000$0
EDGAR ↗Jul 24, 2024CS1031 Sidbury Station BFR Housing, DSTDCommercial$22,900,000$0
EDGAR ↗Jul 10, 2024CSRA Opportunity Zone Fund IX, LLCDCommercial$77,395,000$0
EDGAR ↗Jun 21, 2024Capital Square Apartment REIT, Inc.DREITS and Finance$25,000,000$100,000
EDGAR ↗May 31, 2024Capital Square Apartment Operating Partnership, L.P.DREITS and Finance$15,853,779$11,326,946
EDGAR ↗Apr 3, 2024Capital Square Apartment REIT, Inc.D/AREITS and Finance$160,000,000$5,860,054
EDGAR ↗Dec 13, 2023CS1031 Summit Place BFR Housing, DSTDCommercial$18,420,000$0
EDGAR ↗Sep 8, 2023Capital Square Glendale BFR, LLCDCommercial$49,375,000$0
EDGAR ↗Jun 21, 2023CS1031 Aspen Vista BFR Housing, DSTDCommercial$20,500,000$1,996,353
EDGAR ↗Apr 10, 2023Capital Square Apartment Operating Partnership, L.P.DREITS and Finance$38,802,465$33,398,189
EDGAR ↗Apr 7, 2023Capital Square Apartment REIT, Inc.D/AREITS and Finance$160,000,000$5,536,928
EDGAR ↗Feb 23, 2023CS1031 Ashford Townes BFR Housing, DSTDCommercial$13,650,000$0
EDGAR ↗Feb 6, 2023Capital Square Denton BFR, LLCDCommercial$22,058,000$0
EDGAR ↗Feb 1, 2023CSRA Opportunity Zone Fund VIII, LLCDCommercial$46,684,000$0
EDGAR ↗Jan 25, 2023CS1031 Brighton Woodstock BFR Housing, DSTDCommercial$22,530,000$0
EDGAR ↗Dec 19, 2022CS1031 Zero Coupon LV Training Facility, DSTDCommercial$57,592,000$0
EDGAR ↗Dec 19, 2022CS1031 Parkland Apartments, DSTDCommercial$105,700,000$0
EDGAR ↗Oct 26, 2022CS1031 FarmHaus Apartments, DSTDCommercial$55,900,000$0
EDGAR ↗Sep 26, 2022CS1031 Lyric at Norton Commons Apartments, DSTDCommercial$67,525,000$0
EDGAR ↗Sep 26, 2022CS1031 Tapestry West Apartments, DSTDCommercial$60,687,000$0
EDGAR ↗Sep 23, 2022CS1031 Holiday MHC, DSTDCommercial$38,300,000$0
EDGAR ↗Sep 23, 2022CS1031 Asheville NC Apartment Portfolio, DSTD/ACommercial$73,090,000$0
EDGAR ↗Sep 13, 2022CS1031 Asheville NC Apartment Portfolio, DSTDCommercial$73,090,000$0
EDGAR ↗Aug 22, 2022CS1031 Lakeside on Riverwatch, DSTDCommercial$26,800,000$0
EDGAR ↗Aug 3, 2022CS1031 The Trails at Short Pump Apartments, DSTDCommercial$54,500,000$421,460
EDGAR ↗Jul 29, 2022CS1031 Rivergate Apartments, DSTDCommercial$46,500,000$0
EDGAR ↗Jul 29, 2022CS1031 Country Lakes Village MHC, DSTDCommercial$65,120,000$0
EDGAR ↗Jun 17, 2022CS1031 Retreat at Arden Farms Apartments, DSTSDCommercial$68,000,000$0
EDGAR ↗Jun 17, 2022CS1031 Hunter's Chase Apartments, DSTDCommercial$48,200,000$0
EDGAR ↗Jun 8, 2022CS1031 Village at Westland Cove Apartments, DSTDCommercial$52,810,000$0
EDGAR ↗Apr 27, 2022CS1031 HOUSTON APARTMENTS, DSTDCommercial$56,550,000$0
EDGAR ↗Apr 7, 2022CS1031 The Louis Apartments, DSTDCommercial$60,475,000$0
EDGAR ↗Apr 5, 2022CS1031 Sterling Manor Apartments, DSTDCommercial$42,400,000$0
EDGAR ↗Apr 5, 2022CSRA Opportunity Zone Fund VII, LLCDCommercial$41,438,000$0
EDGAR ↗Mar 7, 2022CSRA Steamboat Basecamp, LLCDCommercial$16,882,000$0
EDGAR ↗Feb 24, 2022CS1031 MOB AZ II, DSTDCommercial$10,867,000$0
EDGAR ↗Feb 17, 2022CS1031 Zero Coupon Fulfillment Center, DSTDCommercial$52,270,000$0
EDGAR ↗Feb 16, 2022CS1031 Palm Lake Club MHC, DSTDCommercial$24,300,000$0
EDGAR ↗Feb 1, 2022Capital Square Apartment REIT, Inc.DREITS and Finance$125,000$125,000
EDGAR ↗Jan 28, 2022CS1031 Villas at Ridgeview Falls Apartments, DSTDCommercial$35,200,000$0
EDGAR ↗Jan 28, 2022CS1031 Vista Brooklyn Apartments, DSTDCommercial$63,700,000$0
EDGAR ↗Jan 6, 2022CS1031 Capstone at Banks Crossing Apartments, DSTDCommercial$32,030,000$0
EDGAR ↗Dec 28, 2021CS1031 One Riverside Apartments, DSTDCommercial$45,550,000$0
EDGAR ↗Dec 28, 2021CS1031 Artistry at Winterfield Apartments, DSTDCommercial$35,200,000$0
EDGAR ↗Nov 30, 2021CS1031 Twin Palms MHC, DSTDCommercial$36,000,000$0
EDGAR ↗Nov 8, 2021CS1031 The Quincy Apartments, DSTDCommercial$63,820,000$0
EDGAR ↗Nov 3, 2021CS1031 Residences at 393 North Apartments, DSTDCommercial$23,300,000$0
EDGAR ↗Nov 1, 2021CS1031 Flats at West Broad Village Apartments, DSTDCommercial$73,100,000$0
EDGAR ↗Oct 8, 2021CS1031 Coach House MHC, DSTDCommercial$56,700,000$0
EDGAR ↗Oct 1, 2021CS1031 17 Broad Apartments, DSTDCommercial$18,465,000$0
EDGAR ↗Aug 26, 2021CS1031 Midway Estates MHC, DSTDCommercial$12,100,000$0
EDGAR ↗Aug 16, 2021CS1031 Livingston Apartment Flats, DSTDCommercial$44,586,000$0
EDGAR ↗Jul 30, 2021CSRA Opportunity Zone Fund VI, LLCDCommercial$48,451,000$0
EDGAR ↗Jul 28, 2021CS1031 MOB AZ I, DSTDCommercial$5,817,000$0
EDGAR ↗Jul 19, 2021CS1031 Lullwater at Big Ridge Apartments, DSTDCommercial$27,900,000$0
EDGAR ↗Jul 13, 2021CS1031 MOB TX VII, DSTDCommercial$18,834,000$0
EDGAR ↗Jun 29, 2021Capital Square Apartment REIT, Inc.D/AREITS and Finance$160,000,000$1,262,000
EDGAR ↗Jun 22, 2021CS1031 Integra Vistas Apartments, DSTDCommercial$27,000,000$439,774
EDGAR ↗May 17, 2021CS1031 Sun Key Village MHC, DSTDCommercial$26,300,000$0
EDGAR ↗May 3, 2021CS1031 SouthLawn Lawrenceville Apartments, DSTDCommercial$64,350,000$0
EDGAR ↗Apr 9, 2021Capital Square Apartment REIT, Inc.DREITS and Finance$160,000,000$0
EDGAR ↗Mar 30, 2021CS1031 Foxwood Village MHC, DSTDCommercial$44,850,000$0
EDGAR ↗Mar 26, 2021CS1031 Streets of Greenbrier Apartments, DSTDCommercial$35,528,000$0
EDGAR ↗Mar 11, 2021CS1031 SomerHill Farms Apartments, DSTDCommercial$23,236,000$0
EDGAR ↗Feb 22, 2021CS1031 Colorado Power, DSTDCommercial$16,942,000$0
EDGAR ↗Jan 25, 2021CS1031 Canopy at Ginter Park Apartments DSTDCommercial$39,072,000$0
EDGAR ↗Jan 20, 2021CS1031 California Data Center, DSTDCommercial$5,026,000$0
EDGAR ↗Dec 21, 2020CS1031 Whispering Pines MHC, DSTDCommercial$34,500,000$0
EDGAR ↗Dec 17, 2020CS1031 The Falls at Ormond Beach MHC, DSTDCommercial$76,000,000$0
EDGAR ↗Nov 24, 2020CSRA/GS Opportunity Zone V, LLCDCommercial$32,396,000$0
EDGAR ↗Nov 4, 2020CS1031 Marina Pointe Apartments, DSTDCommercial$24,200,000$0
EDGAR ↗Oct 22, 2020CS1031 Promenade at Newnan Crossing Apartments, DSTDCommercial$30,375,000$0
EDGAR ↗Oct 1, 2020CS1031 Maplewood Estates MHC, DSTDCommercial$38,600,000$0
EDGAR ↗Sep 28, 2020CS1031 Williamsburg VA Apartments, DSTDCommercial$21,505,000$0
EDGAR ↗Aug 25, 2020CS1031 Harbor View MHC, LLCDCommercial$13,600,000$0
EDGAR ↗Jul 29, 2020CS1031 SE MOB Portfolio, DSTDCommercial$10,008,000$0
EDGAR ↗Jul 9, 2020CS1031 Fairlane Harbor MHC, DSTDCommercial$29,000,000$0
EDGAR ↗May 11, 2020CS1031 Abbington Place Apartments, DSTDCommercial$26,000,000$0
EDGAR ↗Mar 11, 2020CS1031 MOB TX VI, DSTDCommercial$5,796,000$0
EDGAR ↗Feb 20, 2020CS1031 Midwest Industrial, DSTDCommercial$9,200,000$0
EDGAR ↗Jan 29, 2020CS1031 Augusta MOB, DSTDCommercial$8,935,000$0
EDGAR ↗Jan 22, 2020CS1031 SE Apartment Portfolio, DSTDCommercial$38,915,000$0
EDGAR ↗Jan 17, 2020CS1031 SE Apartment Portfolio II, DSTDCommercial$54,230,000$0
EDGAR ↗Jan 6, 2020CSRA Opportunity Zone Fund IV, LLCDCommercial$7,735,000$0
EDGAR ↗Jan 6, 2020CSRA Opportunity Zone Fund III, LLCDCommercial$7,500,000$0
EDGAR ↗Dec 9, 2019CSRA Opportunity Zone Fund II, LLCDCommercial$6,350,000$0
EDGAR ↗Dec 4, 2019CS1031 MOB TX V, DSTDCommercial$12,897,000$0
EDGAR ↗Oct 31, 2019CS1031 2000 West Creek Apartments, DSTDCommercial$47,725,000$0
EDGAR ↗Aug 26, 2019CS1031 Saltmeadow Bay Apartments, DSTDCommercial$24,045,000$1,080,478
EDGAR ↗Aug 8, 2019CSRA Opportunity Zone Fund I, LLCDCommercial$7,000,000$0
EDGAR ↗Aug 7, 2019CS1031 Misty Ridge Apartments, DSTDCommercial$40,950,000$0
EDGAR ↗Jul 17, 2019CS1031 Bedford Parke Apartments, DSTDCommercial$12,910,000$771,000
EDGAR ↗May 23, 2019CS1031 Hickory Creek Apartments, DSTDCommercial$23,190,000$0
EDGAR ↗May 22, 2019CS1031 So Cal MOB, DSTDCommercial$10,728,000$0
EDGAR ↗May 3, 2019CS1031 Midwest Dialysis, DSTDCommercial$4,302,000$0
EDGAR ↗May 3, 2019CS1031 Houston Memory Care II, DSTDCommercial$4,876,000$0
EDGAR ↗Mar 22, 2019CS1031 Woodshire Apartments, DSTD/ACommercial$22,086,000$14,135,916
EDGAR ↗Feb 8, 2019CS1031 Bellemeade Farms Apartments, DSTDCommercial$34,100,000$0
EDGAR ↗Jan 2, 2019CS1031 Woodshire Apartments, DSTDCommercial$22,086,000$2,963,365
EDGAR ↗Dec 19, 2018CS1031 Carolina Tech HQ, DSTDCommercial$19,264,000$0
EDGAR ↗Nov 16, 2018CS1031 Carolina Industrial, DSTDCommercial$8,630,000$0
EDGAR ↗Oct 24, 2018CS1031 Richmond VA Apartments, DSTDCommercial$20,970,000$89,640
EDGAR ↗Sep 13, 2018CS1031 Houston Memory Care, DSTDCommercial$4,167,000$640,755
EDGAR ↗Aug 3, 2018CS1031 Ivy Commons Apartments, DSTDCommercial$23,027,000$0
EDGAR ↗Jul 10, 2018CS1031 Old Towne Loft Apartments, DSTDCommercial$10,809,000$0
EDGAR ↗Jun 22, 2018CS1031 Jacksonville FL HQ, DSTDCommercial$7,618,000$0
EDGAR ↗Jun 4, 2018CS1031 Ashland MOB, DSTDCommercial$2,622,000$0
EDGAR ↗May 17, 2018CS1031 Diversified Dialysis Portfolio, DSTDCommercial$9,999,000$0
EDGAR ↗Jan 2, 2018CS1031 Tampa Pharma, DSTDCommercial$3,671,000$0
EDGAR ↗Dec 20, 2017CS1031 High Ridge Apartments, DSTD/ACommercial$8,555,000$0
EDGAR ↗Dec 19, 2017CS1031 High Ridge Apartments, DSTDCommercial$8,555,000$0
EDGAR ↗Dec 19, 2017CS1031 California MOB I, DSTD/ACommercial$3,630,000$0
EDGAR ↗Nov 20, 2017CS1031 California MOB I, DSTDCommercial$3,630,000$0
EDGAR ↗Sep 25, 2017CS1031 Fairway View Apartments, DSTDCommercial$13,775,000$0
EDGAR ↗May 2, 2017CS1031 Louisburg MOB, DSTDCommercial$4,924,000$1,849,496
EDGAR ↗Feb 21, 2017CS1031/Kay Alexander Pointe Apartments, DSTDCommercial$10,505,000$381,487
EDGAR ↗Feb 1, 2017CS1031 Louisburg MOB, DSTDCommercial$4,924,000$192,909
EDGAR ↗Dec 2, 2016CS1031/Kay Maple Springs Apartments, DSTDCommercial$11,788,000$1,517,117
EDGAR ↗Nov 3, 2016CS1031 Kinston MOB, DSTDCommercial$2,462,000$0
EDGAR ↗Oct 13, 2016CS1031 Morganton MOB, DSTDCommercial$2,956,000$0
EDGAR ↗Aug 31, 2016CS1031 Crossroads Apartments, DSTDCommercial$12,110,000$501,568
EDGAR ↗Aug 29, 2016CS1031 Birmingham MOB, DSTDCommercial$2,018,000$0
EDGAR ↗Jul 29, 2016CS1031 Canopy Apartments, DSTDCommercial$8,825,000$0
EDGAR ↗Jun 3, 2016CSRA/Kay Dallas MOB, DSTDCommercial$2,945,000$100,000
EDGAR ↗Mar 28, 2016CSRA Galeria Del Rio, DSTD/ACommercial$8,600,000$0
EDGAR ↗Mar 9, 2016CSRA Winchester MOB, DSTDCommercial$5,074,000$0
EDGAR ↗Feb 16, 2016CSRA Galeria Del Rio, DSTDCommercial$8,150,000$0
EDGAR ↗Jan 5, 2016CSRA Perry Place, DSTDCommercial$9,350,000$0
EDGAR ↗Dec 21, 2015CSRA/Kay Raleigh MOB, DStDCommercial$5,998,000$1,770,118
EDGAR ↗Dec 1, 2015CSRA DST Bridge Fund I, LLCDOther$10,000,000$0
EDGAR ↗Nov 18, 2015CSRA Grocery Portfolio II, DSTDCommercial$11,009,000$0
EDGAR ↗Nov 5, 2015CSRA MOB TX IV, DSTDCommercial$7,070,000$0
EDGAR ↗Oct 27, 2015CSRA NC MOB, DSTDCommercial$5,555,000$0
EDGAR ↗Oct 15, 2015CSRA/Kay Richmond MOB, DSTD/ACommercial$2,316,000$1,442,990
EDGAR ↗Sep 9, 2015CSRA Columbus OH Fitness, DSTDCommercial$18,777,000$0
EDGAR ↗Sep 4, 2015CSRA/Kay Richmond MOB, DSTDCommercial$2,316,000$0
EDGAR ↗Jul 31, 2015CSRA Richmond Golf Retail, DSTD/ACommercial$6,770,000$0
EDGAR ↗Jul 31, 2015CSRA Komar Desert Center, DSTD/ACommercial$26,413,000$0
EDGAR ↗Jul 20, 2015CSRA Grocery Portfolio I, DSTD/ACommercial$14,490,000$0
EDGAR ↗Jul 13, 2015CSRA Grocery Portfolio I, DSTDCommercial$14,490,000$0
EDGAR ↗Jun 2, 2015CSRA Candleglow Apartments, DSTDCommercial$8,495,000$0
EDGAR ↗May 5, 2015CSRA 1530 W. Covina, DSTDCommercial$18,325,000$0
EDGAR ↗May 5, 2015CSRA Richmond Golf Retail, DSTDCommercial$6,770,000$0
EDGAR ↗Jan 7, 2015CSRA Komar Desert Center, DSTDCommercial$26,413,000$0
EDGAR ↗Dec 12, 2014CSRA MOB Portfolio II, DSTD/ACommercial$22,460,000$0
EDGAR ↗Nov 24, 2014CSRA MOB TX Portfolio III, DSTDCommercial$22,150,000$0
EDGAR ↗Sep 29, 2014CSRA MOB Portfolio II, DSTDCommercial$22,460,000$0
EDGAR ↗Sep 29, 2014CSRA Chicago Parking I, DSTDCommercial$14,220,000$0
EDGAR ↗Aug 11, 2014CSRA MOB Portfolio I, DSTDCommercial$18,662,000$0
EDGAR ↗Jul 8, 2014CSRA MHC Portfolio I, DSTDCommercial$25,455,000$0
EDGAR ↗Jun 13, 2014CSRA NY MOB, DSTDCommercial$8,020,000$0
EDGAR ↗Feb 18, 2014CSRA 2700 S. Las Vegas, DSTDCommercial$33,275,000$0
EDGAR ↗Feb 6, 2014CSRA Newcastle North, DSTDCommercial$16,875,000$0
EDGAR ↗Nov 13, 2013CSRA GM Dothan, DSTDCommercial$9,516,000$0
EDGAR ↗Sep 12, 2013CSRA ECU MOB, DSTDCommercial$4,075,000$2,871,789
EDGAR ↗Sep 3, 2013CSRA Bridgeview Apartments, DSTDResidential$12,180,000$0
EDGAR ↗May 16, 2013CSRA Ashford Club Apartments, DSTDResidential$3,000,000$0
EDGAR ↗Jan 7, 2013CSRA Riverwood Corporate Center, DSTDCommercial$6,540,000$1,860,000

Activity: 9 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 6, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Commercial (2013), Residential (2013), Commercial (2013–2015), Other (2015), Commercial (2015–2021), REITS and Finance (2021), Commercial (2021–2022), REITS and Finance (2022), Commercial (2022–2023), REITS and Finance (2023), Commercial (2023), REITS and Finance (2024), Commercial (2024), REITS and Finance (2024–2025), Commercial (2025), REITS and Finance (2025), Commercial (2025), REITS and Finance (2025), Commercial (2026), REITS and Finance (2026). Latest offering: Commercial (2026; most recent Oct 6, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
CM CSRA Manager, LLC entityDirector, Promoter149Jan 7, 2013 → Oct 6, 2026
LR Louis RogersExecutive Officer, Director, Promoter148Jan 7, 2013 → Oct 6, 2026
CS Capital Square Realty Advisors, LLC entityDirector, Promoter147Jan 7, 2013 → Oct 6, 2026
WH Whitson A. HuffmanExecutive Officer, Promoter3Apr 9, 2021 → Jun 24, 2026
DM David McKenneyDirector2Apr 3, 2024 → Jun 24, 2026
MM Mark MercadoExecutive Officer2Apr 3, 2024 → Jun 24, 2026
JR Jacqueline RogersExecutive Officer2Apr 3, 2024 → Jun 24, 2026
JO Jay OlanderExecutive Officer2Apr 9, 2021 → Jun 24, 2026
JG Jeffrey GregorExecutive Officer2Apr 9, 2021 → Jun 24, 2026
DR David ReinerDirector2Apr 9, 2021 → Jun 24, 2026
MW Michael S. WaddellExecutive Officer2Apr 9, 2021 → Apr 10, 2023
JB James BrungerExecutive Officer2Apr 7, 2023 → Apr 10, 2023
DS Donna SperounisExecutive Officer2Apr 7, 2023 → Apr 10, 2023
GR Gus RemppiesExecutive Officer1Jun 24, 2026 → Jun 24, 2026
CS Capital Square Apartment REIT, Inc. entityExecutive Officer1Apr 10, 2023 → Jan 8, 2026
CS Capital Sq entityPromoter1Apr 5, 2022 → Apr 5, 2022
MS Marc H. SlavnyExecutive Officer1Apr 9, 2021 → Feb 1, 2022
LR Louis RogerExecutive Officer, Promoter1Nov 8, 2021 → Nov 8, 2021
RL Rogers LouisExecutive Officer, Promoter1Oct 8, 2021 → Oct 8, 2021
LR Louis RobersExecutive Officer, Promoter1May 17, 2021 → May 17, 2021
AG Austin M. GriffinExecutive Officer1Apr 9, 2021 → Apr 9, 2021
CS Capitaql Square Realty Advisors, LLC entityPromoter1Feb 21, 2017 → Feb 21, 2017
CP Century Parking Group, LLC entityPromoter1Sep 29, 2014 → Sep 29, 2014
BS Brian SidmanExecutive Officer, Promoter1Sep 29, 2014 → Sep 29, 2014

Business registration (state registry / Secretary of State)

None of the 30 issuers (first 30 of 151 issuers checked; each issuer page has its own record) has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Csra.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Csra as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Csra's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #46,677 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Export this report as PDF · Premium

Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".

Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: GLEN ALLEN), VA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn companies ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Virginia state courts — find the court ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Virginia Secretary of State business search ↗OpenCorporates ↗