Sponsor Check › Sponsor group
124 issuers linked to one sponsor · DES MOINES, IA
Grouped because: 38 shared people, 14 shared management entities, same business address (123 issuers), similar issuer names (86) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Sep 24, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found so far in sources searched for 124 of 124 issuers in this group.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 124 of 124 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. 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.
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. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
None found so far in sources searched for 124 of 124 issuers in this group.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 124 of 124 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. 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.
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 only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
93 of 128 offerings report sales commissions totalling $4,665,317; 0 report finder's fees; 1 reports proceeds to related persons totalling $1,425,000. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Sep 24, 2026 D/A File 021-486944 | $0 | $0 | $0 The investment manager is entitled to a management fee, which fee is fully discussed in the confidential offering materials. | Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | May 5, 2026 D/A File 021-367906 | $0 (est.) | $0 (est.) | $0 (est.) Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates, will receive incentive fees and management fees as further detailed in the Issuer's offering materials. | PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Apr 13, 2026 D File 021-580146 | $0 | $0 | $0 The Issuer will pay asset management fees to the Investment Manager as detailed in the Issuer's Amended and Restated Limited Partnership Agreement. | None listed on this filing |
| EDGAR ↗ | Mar 17, 2026 D File 021-576767 | $0 | $0 | $0 (est.) Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates will receive incentive fees and management fees as detailed in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Jan 29, 2026 D File 021-571567 | $11,000 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via LAUREN JANIAN (CRD 7866057 ↗) |
| EDGAR ↗ | Jan 29, 2026 D File 021-571566 | $11,000 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via LAUREN JANIAN (CRD 7866057 ↗) |
| EDGAR ↗ | Jan 29, 2026 D File 021-571565 | $16,000 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via LAUREN JANIAN (CRD 7866057 ↗) |
| EDGAR ↗ | Jan 29, 2026 D File 021-571564 | $12,000 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via LAUREN JANIAN (CRD 7866057 ↗) |
| EDGAR ↗ | Jan 26, 2026 D File 021-571103 | $0 | $0 | $0 (est.) Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates will receive management fees as detailed in the Issuer's offering materials. | PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Oct 24, 2025 D File 021-561931 | $0 (est.) | $0 (est.) | $0 (est.) Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates will receive incentive fees and management fees as detailed in the Issuer's offering materials. | PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | May 28, 2025 D/A File 021-447939 | $0 | $0 | $0 (est.) Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates will receive management fees as detailed in the Issuer's offering materials. | PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Feb 3, 2025 D File 021-537171 | $9,500 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via LAUREN JANIAN (CRD 7866057 ↗) |
| EDGAR ↗ | Feb 3, 2025 D File 021-537173 | $9,500 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via LAUREN JANIAN (CRD 7866057 ↗) |
| EDGAR ↗ | Feb 3, 2025 D File 021-537177 | $9,500 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via LAUREN JANIAN (CRD 7866057 ↗) |
| EDGAR ↗ | Feb 3, 2025 D File 021-537176 | $9,500 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via LAUREN JANIAN (CRD 7866057 ↗) |
| EDGAR ↗ | Nov 25, 2024 D File 021-530418 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 25, 2024 D/A File 021-66188 | $0 (est.) | $0 (est.) | $0 (est.) Principal Real Estate Investors, LLC, the Issuer's investment manager, or one of its affiliates will receive incentive fees and management fees as detailed in the Issuer's offering materials. | PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Oct 15, 2024 D File 021-526862 | $0 | $0 | $0 The Issuer will pay the Investment Manager an annual management fee and financing fees as detailed in the Issuer's offering materials. | Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗ Principal Securities, Inc. BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | Jul 19, 2024 D/A File 021-487341 | $0 | $0 | $0 The Issuer will pay the Investment Manager an annual management fee and financing fees as detailed in the Issuer's offering materials. | Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗ Principal Securities, Inc. BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | Jan 26, 2024 D File 021-503559 | $12,000 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Jan 12, 2024 D File 021-502391 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 12, 2024 D File 021-502403 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 12, 2024 D File 021-502381 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 12, 2024 D File 021-502387 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 12, 2024 D File 021-502367 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 12, 2024 D File 021-502371 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 12, 2024 D File 021-502375 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 12, 2024 D File 021-502395 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 3, 2024 D File 021-501428 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Feb 17, 2023 D File 021-473756 | $18,000 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 10, 2023 D File 021-473241 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 10, 2023 D File 021-473243 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 10, 2023 D File 021-473244 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 10, 2023 D File 021-473245 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 10, 2023 D File 021-473247 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 10, 2023 D File 021-473248 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 10, 2023 D File 021-473249 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 10, 2023 D File 021-473250 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Dec 14, 2022 D File 021-467434 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 5, 2022 D File 021-466495 | $0 | $0 | $0 The Issuer will pay the Investment Manager an annual management fee and financing fees as detailed in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Dec 5, 2022 D File 021-466497 | $0 | $0 | $0 The Issuer will pay the Investment Manager an annual management fee and financing fees as detailed in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Dec 5, 2022 D File 021-466498 | $0 | $0 | $0 The Issuer will pay the Investment Manager an annual management fee and financing fees as detailed in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Feb 8, 2022 D File 021-432730 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 8, 2022 D File 021-432727 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 8, 2022 D File 021-432725 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 8, 2022 D File 021-432728 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 8, 2022 D File 021-432731 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 8, 2022 D File 021-432734 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 8, 2022 D File 021-432729 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 8, 2022 D File 021-432732 | $8,175 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | May 13, 2021 D/A File 021-384957 | $0 | $0 | $0 The Issuer pays asset management fees, and financing fees to the Investment Manager, and its affiliates, as detailed in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | May 12, 2021 D File 021-399060 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 12, 2021 D File 021-399061 | $0 | $0 | $0 The Issuer will pay asset management fees and financing fees to the Investment Manager as detailed in the Issuer's offering materials. | None listed on this filing |
| EDGAR ↗ | Jan 19, 2021 D File 021-386689 | $16,200 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 10, 2020 D File 021-360129 | $6,250 | $0 | $0 | H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) H&L Equities, LLC BrokerCheck CRD 1137994 ↗ via Charles Mathes (CRD 5980160 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) |
| EDGAR ↗ | Feb 5, 2020 D File 021-359782 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2020 D File 021-359784 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2020 D File 021-359783 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2020 D File 021-359788 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2020 D File 021-359787 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2020 D File 021-359786 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2020 D File 021-359785 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Aug 26, 2019 D File 021-347400 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Feb 7, 2019 D File 021-332383 | $10,200 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2019 D File 021-332189 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2019 D File 021-332183 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2019 D File 021-332185 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2019 D File 021-332186 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2019 D File 021-332187 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2019 D File 021-332188 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 5, 2019 D File 021-332184 | $8,750 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Jan 3, 2019 D File 021-329570 | $0 | $0 | $0 (est.) The general partner is entitled to an incentive fee. The investment manager is entitled to an asset management fee. Such fees are fully disclosed in the Issuer's governing documents. | PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Jun 14, 2018 D/A File 021-96624 | $56,014 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials. | Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Jun 14, 2018 D/A File 021-138516 | $7,325 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials. | Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Jun 14, 2018 D/A File 021-96619 | $97,102 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering material. | Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Jun 14, 2018 D/A File 021-96623 | $285,584 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials. | Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Jun 14, 2018 D/A File 021-96616 | $56,981 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials. | Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Jun 14, 2018 D/A File 021-207609 | $0 | $0 | $0 | Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Jun 14, 2018 D/A File 021-222495 | $0 | $0 | $0 | Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | May 23, 2018 D File 021-313069 | $0 | $0 | $0 (est.) THE INVESTMENT MANAGER IS ENTITLED TO CERTAIN FEES, WHICH ARE FULLY DISCUSSED IN THE ISSUER'S GOVERNING DOCUMENTS. | None listed on this filing |
| EDGAR ↗ | Jan 31, 2018 D File 021-304540 | $9,850 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Jan 31, 2018 D File 021-304543 | $9,850 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Jan 31, 2018 D File 021-304548 | $9,850 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Jan 31, 2018 D File 021-304545 | $9,850 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Jan 31, 2018 D File 021-304550 | $9,850 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Jan 31, 2018 D File 021-304544 | $9,850 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Jan 31, 2018 D File 021-304551 | $9,850 | $0 | $0 (est.) | A5 SECURITIES LLC BrokerCheck CRD 288410 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Jul 7, 2017 D File 021-290187 | $0 | $0 | $0 (est.) The investment manager is entitled to an incentive fee, a management fee and a development fee. The incentive fee, management fee and development fee are fully discussed in the Issuer's governing documents. | PRINCIPAL FUNDS DISTRIBUTOR, INC. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | May 15, 2017 D/A File 021-155721 | $0 | $0 | $0 (est.) CUSTOMARY ADVISORY FEES ARE PAID BY THE ISSUER TO THE INVESTMENT MANAGER AS PROVIDED FOR IN THE ISSUER'S OFFERING MATERIALS. | Principal Funds Distributor, Inc. BrokerCheck CRD 43261 ↗ |
| EDGAR ↗ | Feb 9, 2017 D File 021-280387 | $10,200 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 9, 2017 D File 021-280389 | $10,200 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 9, 2017 D File 021-280390 | $10,200 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 9, 2017 D File 021-280391 | $10,200 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 9, 2017 D File 021-280392 | $10,200 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Jan 31, 2017 D File 021-279670 | $6,250 | $0 | $0 | H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Phyllis Johnson (CRD 1020488 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) H&L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) |
| EDGAR ↗ | Dec 9, 2016 D File 021-276031 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 13, 2016 D/A File 021-96615 | $0 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials. | Principal Securities, Inc. BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | May 13, 2016 D/A File 021-96620 | $756,202 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials. | Principal Securities, Inc. BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | May 13, 2016 D/A File 021-96621 | $0 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials. | Principal Securities, Inc. BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | May 13, 2016 D/A File 021-115882 | $2,368,327 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering documents. | Principal Securities, Inc. BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | May 13, 2016 D/A File 021-96614 | $16,302 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Mangager as provided for in the Issuer's offering materials. | Principal Securities, Inc. BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | May 13, 2016 D/A File 021-96617 | $47,072 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials. | Principal Securities, Inc. BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | May 13, 2016 D/A File 021-117091 | $275,281 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering materials. | Principal Securities, Inc. BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | May 13, 2016 D/A File 021-208187 | $5,714 (est.) | $0 | $0 | Principal Securities, Inc. BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | Mar 24, 2016 D File 021-259896 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 1, 2016 D File 021-256445 | $9,057 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY A. CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 1, 2016 D File 021-256444 | $9,057 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY A. CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 1, 2016 D File 021-256443 | $9,057 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY A. CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 1, 2016 D File 021-256442 | $9,057 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY A. CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 1, 2016 D File 021-256441 | $9,057 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY A. CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 1, 2016 D File 021-256437 | $9,057 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY A. CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 1, 2016 D File 021-256440 | $9,057 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY A. CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 1, 2016 D File 021-256439 | $9,057 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY A. CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Feb 1, 2016 D File 021-256438 | $9,057 | $0 | $0 (est.) | FIRST LIBERTIES SECURITIES, INC. DBA FIRST LIBERTIES FINANCIAL BrokerCheck CRD 14432 ↗ via GARY A. CUTSON (CRD 6119195 ↗) |
| EDGAR ↗ | Jun 29, 2015 D File 021-242723 | $0 | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO AN INCENTIVE FEE. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE INCENTIVE FEE AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | PRINCOR FINANCIAL SERVICES CORPORATON BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | Jun 29, 2015 D File 021-242725 | $0 | $0 | $0 (est.) THE GENERAL PARTNER IS ENTITLED TO AN INCENTIVE FEE. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE INCENTIVE FEE AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS. | None listed on this filing |
| EDGAR ↗ | Feb 2, 2015 D File 021-233271 | $2,750 | $0 | $0 (est.) | CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗ 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 ↗) |
| EDGAR ↗ | Feb 2, 2015 D File 021-233273 | $2,750 | $0 | $0 (est.) | CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗ 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 ↗) |
| EDGAR ↗ | Feb 2, 2015 D File 021-233274 | $2,750 | $0 | $0 (est.) | CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗ 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 ↗) |
| EDGAR ↗ | Feb 2, 2015 D File 021-233275 | $2,750 | $0 | $0 (est.) | CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗ 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 ↗) |
| EDGAR ↗ | Jan 29, 2014 D File 021-210941 | $6,250 | $0 | $0 | H & L Equities, LLC BrokerCheck CRD 113794 ↗ |
| EDGAR ↗ | Jan 8, 2014 D/A File 021-209447 | $2,750 | $0 | $0 | CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) SCOTT HARRISON BrokerCheck CRD 4981070 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) LORI MAYFIELD BrokerCheck CRD 4899271 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 8, 2014 D/A File 021-209446 | $2,750 | $0 | $0 | CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) SCOTT HARRISON BrokerCheck CRD 4981070 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) LORI MAYFIELD BrokerCheck CRD 4899271 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Feb 1, 2013 D File 021-191257 | $2,750 | $0 | $0 | CHARLES B. HARRISON BrokerCheck CRD 3071551 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) PHYLLIS J. BECK BrokerCheck CRD 1020488 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) PATRICK J. WHELCHEL BrokerCheck CRD 5389090 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) SCOTT HARRISON BrokerCheck CRD 4981070 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) LORI MAYFIELD BrokerCheck CRD 4899271 ↗ via H&L EQUITIES, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Feb 23, 2011 D/A File 021-115881 | $0 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuer's offering material. | Princor Financial Services Corporation BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | Feb 10, 2011 D File 021-155171 | $0 | $0 | $0 CUSTOMARY ADVISORY FEES ARE PAID BY THE ISSUER TO THE INVESTMENT MANAGER AS PROVIDED FOR IN THE ISSUER'S OFFERING MATERIALS. | PRINCOR FINANCIAL SERVICES CORPORATION BrokerCheck CRD 1137 ↗ |
| EDGAR ↗ | Oct 4, 2010 D File 021-148513 | $0 | $0 | $1,425,000 (est.) Principal Real Estate Investors, LLC, the Issuer's investment manager, will receive management fees and certain other fees as further detailed in the Issuer's offering materials. The above amount is the estimated fees for the first year. | None listed on this filing |
| EDGAR ↗ | Feb 5, 2010 D File 021-138515 | $0 | $0 | $0 (est.) Customary advisory fees are paid by the Issuer to the Investment Manager as provided for in the Issuers offering materials. | Princor Financial Services Corporation BrokerCheck CRD 1137 ↗ |
As reported by the issuer on Form D (Items 12–15), 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 124 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Pepf in the sources searched.
Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: 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; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this group (queued): 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). Records in other counties, and recorder indexes we do not yet cover, were not searched.
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); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 24, 2026, 12:05 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address 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.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Real Estate Securities Fund, a series of Principal Global Investors Trust | shared people, shared management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 9 | $75,988,593 offering Indefinite · similar: $155,000–$5,250,000 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2018 |
| EDGAR ↗ | International Equity Fund, a series of Principal Global Investors Trust | shared people, shared management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 9 | $213,026,248 offering Indefinite · similar: $155,000–$5,250,000 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2018 |
| EDGAR ↗ | Small-Cap Equity Fund, a series of Principal Global Investors Trust | shared people, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 7 | $8,219,559 | 6 | No minimum reported | 2010–2016 |
| EDGAR ↗ | Small-Cap Growth Equity Fund, a series of Principal Global Investors Trust | shared people, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 7 | $213,075,944 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2016 |
| EDGAR ↗ | International Growth Equity Fund, a series of Principal Global Investors Trust | shared people, shared management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 9 | $144,851,841 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2018 |
| EDGAR ↗ | High Quality Fixed Income Fund, a series of Principal Global Investors Trust | shared people, same business address | DES MOINES, IA | Pooled Investment Fund | 7 | $138,773,726 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2016 |
| EDGAR ↗ | High Yield Fixed Income Fund, a series of Principal Global Investors Trust | shared people, shared management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 9 | $36,737,115 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2018 |
| EDGAR ↗ | Value Equity Fund, a series of Principal Global Investors Trust | shared people, same business address | DES MOINES, IA | Pooled Investment Fund | 7 | $37,800,752 offering Indefinite · similar: $155,000–$5,250,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2016 |
| EDGAR ↗ | US Select Equity Fund, a series of Principal Global Investors Trust | shared people, same business address | DES MOINES, IA | Pooled Investment Fund | 7 | $29,705,213 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2016 |
| EDGAR ↗ | Large Cap Growth Equity Fund, a series of Principal Global Investors Trust | shared people, same business address | DES MOINES, IA | Pooled Investment Fund | 7 | $58,017,848 offering Indefinite · similar: $155,000–$5,250,000 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2016 |
| EDGAR ↗ | INTERNATIONAL VALUE EQUITY FUND, a series of Principal Global Investors Trust | shared people, same business address | DES MOINES, IA | Pooled Investment Fund | 2 | $0 | 0 | No minimum reported | 2010–2011 |
| EDGAR ↗ | Emerging Markets Equity Fund, a series of Principal Global Investors Trust | shared people, same business address | Des Moines, IA | Pooled Investment Fund | 7 | $137,389,156 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2016 |
| EDGAR ↗ | Investment Grade CMBS Fund, a series of Principal Global Investors Trust | shared people, same business address | DES MOINES, IA | Pooled Investment Fund | 1 | $0 | 0 | No minimum reported | 2010–2010 |
| EDGAR ↗ | International Property Securities Fund, a series of Principal Global Investors Trust | shared people, shared management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 9 | $40,232,874 offering Indefinite · similar: $155,000–$5,250,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2010–2018 |
| EDGAR ↗ | Principal Enhanced Property Fund, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 16 | $4,261,528,307 offering Indefinite · similar: $500,000–$16,420,250 | 206 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2010–2025 |
| EDGAR ↗ | STRATEGIC REAL ESTATE EQUITY FUND, LP | shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 1 | $424,957,500 | 1 | No minimum reported | 2010–2010 |
| EDGAR ↗ | ENHANCED CMBS FUND, a series of Principal Global Investors Trust | shared people, shared management entity | DES MOINES, IL | Pooled Investment Fund | 8 | $70,524,396 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2011–2017 |
| EDGAR ↗ | TCH NORTHWEST ASSOCIATES PHASE II REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $55,000 offering $55,000 · similar: $125,000–$125,000 | 110 similar: 124–125 | $500 similar: $1,000–$1,000 | 2013–2013 |
| EDGAR ↗ | Preferred Securities Fund, a series of Principal Global Investors Trust | shared people, shared management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 6 | $154,092,173 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2018 |
| EDGAR ↗ | Mid Cap Equity Fund, a series of Principal Global Investors Trust | shared people, same business address | DES MOINES, IA | Pooled Investment Fund | 4 | $2,043,000 offering Indefinite · similar: $155,000–$5,250,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2013–2016 |
| EDGAR ↗ | JUPITER ROAD INDUSTRIAL REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 2 | $125,000 offering $55,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2014–2014 |
| EDGAR ↗ | 1ST & STEELE CHERRY CREEK INVESTOR REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 2 | $125,000 offering $55,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2014–2014 |
| EDGAR ↗ | PREDF REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | Des Moines, IA | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2014–2014 |
| EDGAR ↗ | Ultra Short Enhanced Yield Fund, a series of Principal Global Investors Trust | shared people, same business address | DES MOINES, IA | Pooled Investment Fund | 5 | $35,001,000 offering Indefinite · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2014–2018 |
| EDGAR ↗ | ORCHARD PARKWAY REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $55,000 offering $55,000 · similar: $125,000–$125,000 | 110 similar: 124–125 | $500 similar: $1,000–$1,000 | 2015–2015 |
| EDGAR ↗ | 2101 RIO GRANDE REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $55,000 offering $55,000 · similar: $125,000–$125,000 | 110 similar: 124–125 | $500 similar: $1,000–$1,000 | 2015–2015 |
| EDGAR ↗ | 2401 PENN AVENUE REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $55,000 offering $55,000 · similar: $125,000–$125,000 | 110 similar: 124–125 | $500 similar: $1,000–$1,000 | 2015–2015 |
| EDGAR ↗ | LA BRICKYARD REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $55,000 offering $55,000 · similar: $125,000–$125,000 | 110 similar: 124–125 | $500 similar: $1,000–$1,000 | 2015–2015 |
| EDGAR ↗ | PRINCIPAL GREEN PROPERTY FUND II, LP | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $0 offering $500,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | PRINCIPAL GREEN PROPERTY FUND SIDECAR II, LP | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $0 offering $500,000,000 · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2015–2015 |
| EDGAR ↗ | PEPF SHORTBREAD REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $58,000 offering $58,000 · similar: $125,000–$125,000 | 116 similar: 124–125 | $500 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | PEPF HINGHAM SHIPYARD REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $58,000 offering $58,000 · similar: $125,000–$125,000 | 116 similar: 124–125 | $500 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | PEPF COURTS AT SPRING MILL REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $58,000 offering $58,000 · similar: $125,000–$125,000 | 116 similar: 124–125 | $500 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | ORCHARD PARKWAY PHASE II REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $58,000 offering $58,000 · similar: $125,000–$125,000 | 116 similar: 124–125 | $500 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | M-LINE TOWER REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $58,000 offering $58,000 · similar: $125,000–$125,000 | 116 similar: 124–125 | $500 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | METRO EAST VALLEY REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $58,000 offering $58,000 · similar: $125,000–$125,000 | 116 similar: 124–125 | $500 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | FRISCO REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $58,000 offering $58,000 · similar: $125,000–$125,000 | 116 similar: 124–125 | $500 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | COLEMAN VILLAGE REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $58,000 offering $58,000 · similar: $125,000–$125,000 | 116 similar: 124–125 | $500 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | 3118 W LAKE REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $58,000 offering $58,000 · similar: $125,000–$125,000 | 116 similar: 124–125 | $500 similar: $1,000–$1,000 | 2016–2016 |
| EDGAR ↗ | PRINCIPAL GREEN PROPERTY FUND EMPLOYEES II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | Principal Real Estate Debt Fund Employees II, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2016–2016 |
| EDGAR ↗ | PREDF II REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | PEPF VARSITY ON CHARLES REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,000 offering $62,000 · similar: $125,000–$125,000 | 124 similar: 124–125 | $500 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | PEPF TDC REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,000 offering $62,000 · similar: $125,000–$125,000 | 124 similar: 124–125 | $500 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | PEPF HARTFORD CORNERS REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,000 offering $62,000 · similar: $125,000–$125,000 | 124 similar: 124–125 | $500 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | PEPF HARMANS ROAD REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,000 offering $62,000 · similar: $125,000–$125,000 | 124 similar: 124–125 | $500 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | PEPF 100 ST PAUL REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,000 offering $62,000 · similar: $125,000–$125,000 | 124 similar: 124–125 | $500 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | STRATEGIC REAL ESTATE EQUITY FUND II, LP | shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 1 | $230,000,000 offering $230,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2017–2017 |
| EDGAR ↗ | PEPF 100 N ADDISON REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2018–2018 |
| EDGAR ↗ | PEPF 100 HALCYON REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2018–2018 |
| EDGAR ↗ | PEPF SUGARLOAF REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2018–2018 |
| EDGAR ↗ | PEPF MONUMENT III REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2018–2018 |
| EDGAR ↗ | WESTPARK 85 PHASE I REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2018–2018 |
| EDGAR ↗ | PEPF CAPITAL DISTRIBUTION CENTER REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2018–2018 |
| EDGAR ↗ | WESTPARK 85 PHASE II REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2018–2018 |
| EDGAR ↗ | PRINCIPAL REAL ESTATE PARTICIPATING LOAN FUND, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 2 | $307,700,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2018–2019 |
| EDGAR ↗ | PRINCIPAL STRATEGIC OPPORTUNITY FUND III, LP | shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 1 | $250,000,000 offering $250,000,000 · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | RALEIGH CITY CENTER REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2019–2019 |
| EDGAR ↗ | METRO EAST VALLEY PHASE II REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2019–2019 |
| EDGAR ↗ | PEPF CARLYLE OVERLOOK REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2019–2019 |
| EDGAR ↗ | PEPF LANGWOOD COMMONS REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2019–2019 |
| EDGAR ↗ | PEPF WAYZATA VENTURE REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2019–2019 |
| EDGAR ↗ | PEPF WESTERLY AT WORLDGATE REIT LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2019–2019 |
| EDGAR ↗ | BELLEVUE RETAIL SOUTH REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2019–2019 |
| EDGAR ↗ | Principal Real Estate Debt Fund Employees III, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $915,000 offering Indefinite · similar: $155,000–$5,250,000 | 15 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2019–2019 |
| EDGAR ↗ | PEPF 1760 THIRD AVE REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | PEPF 7160 KIERLAND REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | PEPF 7140 KIERLAND REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | PEPF WALNUT APARTMENTS REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | PEPF RED BLUFF REIT LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | PEPF PARADISE REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | PEPF CUMBERLAND SHORES REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | PREDF III REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LP | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 7 | $234,070,000 offering Indefinite · similar: $500,000–$16,420,250 | 11 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2020–2026 |
| EDGAR ↗ | Principal Digital Real Estate Fund, LP | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 2 | $457,450,000 offering Indefinite · similar: $155,000–$5,250,000 | 13 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2020–2021 |
| EDGAR ↗ | PRELDF REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $118,000 offering $118,000 · similar: $125,000–$125,000 | 118 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2021–2021 |
| EDGAR ↗ | Principal Digital Real Estate Fund Employees, LP | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $6,450,000 offering Indefinite · similar: $155,000–$5,250,000 | 32 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | Principal Digital Real Estate Fund (A), LP | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $71,667,080 offering Indefinite · similar: $155,000–$5,250,000 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2021–2021 |
| EDGAR ↗ | METRO EAST VALLEY PHASE THREE REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | PEPF WEXFORD REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | PEPF WHISPER COMMERCE CENTER WEST REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | PEPF DENTON ICC 35 REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | PEPF LANKERSHIM BOULEVARD REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | PEPF DOWNERS GROVE MULTIFAMILY REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | PEPF SPEEN STREET REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | PEPF 7190 KIERLAND REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | PRINCIPAL U.S. PROPERTY FUND, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 5 | $155,145,000 offering Indefinite · similar: $500,000–$16,420,250 | 10 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2022–2026 |
| EDGAR ↗ | Principal Green Property Fund III (Cayman Parallel), LP | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Principal Green Property Fund III (US Parallel), LP | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | Principal Green Property Fund III, LP | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $0 offering Indefinite · similar: $155,000–$5,250,000 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | PrinCal Principal Member Employees, LP | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $7,700,000 offering Indefinite · similar: $155,000–$5,250,000 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2022–2022 |
| EDGAR ↗ | PEPF HILLVIEW INDUSTRIAL REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2023–2023 |
| EDGAR ↗ | PEPF SAN PEDRO REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2023–2023 |
| EDGAR ↗ | PEPF XENTURY CITY REIT LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2023–2023 |
| EDGAR ↗ | PEPF TRIDON REIT MEMBER, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2023–2023 |
| EDGAR ↗ | PEPF BEE CAVE REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2023–2023 |
| EDGAR ↗ | PEPF SFR OLD SETTLERS MEMBER REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2023–2023 |
| EDGAR ↗ | PEPF HUFFMAN STEET REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2023–2023 |
| EDGAR ↗ | PEPF I-76 COMMERCE CENTER REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,500 offering $62,500 · similar: $125,000–$125,000 | 125 similar: 124–125 | $500 similar: $1,000–$1,000 | 2023–2023 |
| EDGAR ↗ | PRINCIPAL U.S. PROPERTY PORTFOLIO REIT I, LLC | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address | DES MOINES, IA | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2023–2023 |
| EDGAR ↗ | Principal Real Estate Open-End Debt Fund, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 5 | $356,000,000 offering Indefinite · similar: $500,000–$16,420,250 | 16 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2023–2026 |
| EDGAR ↗ | Principal Data Center Growth & Income Fund, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 2 | $1,649,720,000 offering Indefinite · similar: $155,000–$5,250,000 | 23 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2023–2024 |
| EDGAR ↗ | Principal Real Estate Open-End Debt Fund REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | Des Moines, IA | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | SDC DFW X WILMER REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $0 offering $125,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | SDC SA DCGIF REIT PARENT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $0 offering $125,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | SDC DFW VIII WILMER REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $0 offering $125,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | SDC DFW IX WILMER REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $0 offering $125,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | SDC CHI I ELK GROVE REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $0 offering $125,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | SDC CHI II DCGIF BUSSE REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $0 offering $125,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | SDC DFW VII GARLAND REIT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $0 offering $125,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | SDC PHX DCGIF REIT PARENT, LLC | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $0 offering $125,000 · similar: $125,000–$125,000 | 0 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | PEPF CHANTILLY DATA CENTER REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | Principal Data Center Growth & Income Fund (Cayman Parallel), L.P. | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $750,000 offering Indefinite · similar: $155,000–$5,250,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | Principal Data Center Growth & Income Fund Employees, L.P. | shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $13,110,000 offering Indefinite · similar: $155,000–$5,250,000 | 43 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2024–2024 |
| EDGAR ↗ | PEPF OSCEOLA LOGISTICS CENTER REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,000 offering $62,500 · similar: $125,000–$125,000 | 124 similar: 124–125 | $500 similar: $1,000–$1,000 | 2025–2025 |
| EDGAR ↗ | PEPF TAYLOR SQUARE REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,000 offering $62,500 · similar: $125,000–$125,000 | 124 similar: 124–125 | $500 similar: $1,000–$1,000 | 2025–2025 |
| EDGAR ↗ | PEPF TWO PALMS MEMBER REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,000 offering $62,500 · similar: $125,000–$125,000 | 124 similar: 124–125 | $500 similar: $1,000–$1,000 | 2025–2025 |
| EDGAR ↗ | PEPF TUTTLE CROSSING REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $62,000 offering $62,500 · similar: $125,000–$125,000 | 124 similar: 124–125 | $500 similar: $1,000–$1,000 | 2025–2025 |
| EDGAR ↗ | PEPF Overture Cary REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $61,500 offering $62,500 · similar: $125,000–$125,000 | 123 similar: 124–125 | $500 similar: $1,000–$1,000 | 2026–2026 |
| EDGAR ↗ | PEPF Overture Chapel Hill REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $61,500 offering $62,500 · similar: $125,000–$125,000 | 123 similar: 124–125 | $500 similar: $1,000–$1,000 | 2026–2026 |
| EDGAR ↗ | PEPF Lending REIT, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $122,000 offering $125,000 · similar: $125,000–$125,000 | 122 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2026–2026 |
| EDGAR ↗ | 941 Arizona REIT I, LLC | shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names | DES MOINES, IA | REITS and Finance | 1 | $123,000 offering $125,000 · similar: $125,000–$125,000 | 123 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2026–2026 |
| EDGAR ↗ | PCL Fund II, LP | shared principal (person on 60+ issuers) at the same address or management entity, same business address | DES MOINES, IA | Pooled Investment Fund | 1 | $300,000,000 offering $300,000,000 · similar: $155,000–$5,250,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | PrinCal Principal Member Employees Tranche II, LP | shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer names | DES MOINES, IA | Pooled Investment Fund | 1 | $1,430,000 offering Indefinite · similar: $155,000–$5,250,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); 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.
Activity: 8 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 Sep 24, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2010–2011), REITS and Finance (2013), Pooled Investment Fund (2013), REITS and Finance (2014), Pooled Investment Fund (2014), REITS and Finance (2015), Pooled Investment Fund (2015), REITS and Finance (2016), Pooled Investment Fund (2016), REITS and Finance (2017), Pooled Investment Fund (2017), REITS and Finance (2018), Pooled Investment Fund (2018–2019), REITS and Finance (2019), Pooled Investment Fund (2019), REITS and Finance (2020), Pooled Investment Fund (2020), REITS and Finance (2021), Pooled Investment Fund (2021), REITS and Finance (2022), Pooled Investment Fund (2022), REITS and Finance (2023), Pooled Investment Fund (2023), REITS and Finance (2024), Pooled Investment Fund (2024), REITS and Finance (2025), Pooled Investment Fund (2025–2026), REITS and Finance (2026). Latest offering: Pooled Investment Fund (2026; most recent Apr 13, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| PRINCIPAL REAL ESTATE INVESTORS, LLC entity | Promoter, Executive Officer | 106 | Mar 10, 2010 → Sep 24, 2026 |
| PRINCIPAL ENHANCED PROPERTY FUND GP, LLC entity | Executive Officer, Promoter | 68 | Mar 10, 2010 → Jan 29, 2026 |
| PRINCIPAL ENHANCED PROPERTY FUND, L.P. entity | Promoter, Executive Officer | 67 | Feb 1, 2013 → Jan 29, 2026 |
| TODD EVERETT | Executive Officer, Promoter | 62 | Feb 1, 2016 → Jan 29, 2026 |
| JOHN BERG | Executive Officer, Promoter | 60 | Feb 1, 2016 → Jan 29, 2026 |
| RODNEY VOGEL | Executive Officer, Promoter | 60 | Feb 1, 2016 → Jan 29, 2026 |
| BRIAN SANDFORT | Executive Officer, Promoter | 60 | Feb 1, 2016 → Jan 29, 2026 |
| INDRANEEL KARLEKAR | Executive Officer, Promoter | 53 | Feb 1, 2016 → Feb 10, 2023 |
| CHRIS DUEY | Executive Officer | 51 | Feb 9, 2017 → Jan 29, 2026 |
| TODD WHITE | Executive Officer | 46 | Jan 31, 2018 → Jan 29, 2026 |
| Patrick Gregory Halter | Executive Officer, Director, Promoter | 46 | Feb 5, 2010 → Feb 5, 2019 |
| BRETT CASSABAUM | Director, Executive Officer, Promoter | 35 | Jan 7, 2014 → Feb 5, 2020 |
| JAY B. DAVIS | Executive Officer, Promoter | 35 | Feb 1, 2016 → Feb 5, 2020 |
| DOUGLAS HARPER | Executive Officer, Promoter | 34 | Feb 1, 2016 → Feb 5, 2020 |
| MICHELLE FANG | Executive Officer | 29 | Feb 5, 2019 → Feb 10, 2023 |
| SARA HOFFMAN | Executive Officer | 25 | Feb 8, 2022 → Jan 29, 2026 |
| CARA UNDERWOOD | Executive Officer | 25 | Feb 8, 2022 → Jan 29, 2026 |
| David Michael Blake | Executive Officer, Director | 18 | Feb 5, 2010 → Jun 14, 2018 |
| Jill Hittner | Executive Officer, Director | 18 | Feb 5, 2010 → Jun 14, 2018 |
| Karen Elizabeth Shaff | Executive Officer, Director | 18 | Feb 5, 2010 → Jun 14, 2018 |
| James Patrick McCaughan | Executive Officer, Director | 18 | Feb 5, 2010 → Jun 14, 2018 |
| Barbara McKenzie | Executive Officer, Director | 18 | Feb 5, 2010 → Jun 14, 2018 |
| Jeffrey Hiller | Executive Officer | 18 | Feb 5, 2010 → May 13, 2016 |
| Larry Donald Zimpleman | Director | 18 | Feb 5, 2010 → May 5, 2015 |
| Randall Craig Mundt | Executive Officer, Director | 17 | Feb 5, 2010 → May 5, 2015 |
| Daniel Houston | Director | 16 | May 13, 2016 → Jun 14, 2018 |
| Minoo Seraji-Spellerberg | Executive Officer | 15 | Feb 5, 2010 → Mar 1, 2012 |
| Timothy Mark Dunbar | Director | 14 | Feb 5, 2010 → Feb 5, 2010 |
| R. TODD WHITE | Executive Officer, Promoter | 13 | Feb 1, 2016 → Feb 9, 2017 |
| SANDRA HEILMAN | Executive Officer | 9 | Jan 26, 2024 → Jan 29, 2026 |
| ERIN KERR | Executive Officer | 9 | Jan 26, 2024 → Jan 29, 2026 |
| DEVIN CHEN | Executive Officer | 8 | Feb 3, 2025 → Jan 29, 2026 |
| Andrew Donohue | Executive Officer | 8 | May 15, 2017 → Jun 14, 2018 |
| Michael Beer | Executive Officer, Director | 8 | May 15, 2017 → Jun 14, 2018 |
| MICHAEL PRINCIPAL GLOBAL INVESTORS entity | Promoter | 5 | May 15, 2017 → Jun 14, 2018 |
| RICH HILL | Executive Officer | 4 | Jan 29, 2026 → Jan 29, 2026 |
| Principal Green Property Fund III GP, LLC entity | Promoter | 3 | Dec 5, 2022 → Dec 5, 2022 |
| PRINCIPAL REAL ESTATE LIQUID DEBT FUND GP, LLC entity | Promoter | 2 | Jan 19, 2021 → May 5, 2026 |
| PrinCal Principal Member Employees GP, LLC entity | Promoter | 2 | Dec 14, 2022 → Apr 13, 2026 |
| PRINCIPAL U.S. PROPERTY GP, LLC entity | Promoter | 2 | Jun 2, 2022 → Jan 26, 2026 |
| PEPF TAYLOR AND TUTTLE MEMBER, LLC entity | Promoter | 2 | Feb 3, 2025 → Feb 3, 2025 |
| TAYLOR AND TUTTLE HOLDINGS, LLC entity | Promoter | 2 | Feb 3, 2025 → Feb 3, 2025 |
| Principal Data Center Growth & Income Fund GP, LLC entity | Promoter | 2 | Jul 19, 2023 → Oct 15, 2024 |
| Principal Digital Real Estate Fund GP, LLC entity | Promoter | 2 | Dec 31, 2020 → May 13, 2021 |
| MARGIE CUSTIS | Executive Officer | 2 | May 29, 2020 → Jan 19, 2021 |
| Christopher Duey | Executive Officer | 2 | May 29, 2020 → Jan 19, 2021 |
| MARC PETERSON | Executive Officer | 2 | May 29, 2020 → Jan 19, 2021 |
| JASON HAIGH | Executive Officer | 2 | May 29, 2020 → Jan 19, 2021 |
| SCOTT CARSON | Executive Officer | 2 | May 29, 2020 → Jan 19, 2021 |
| Elizabeth Principal Global Investors entity | Promoter | 2 | May 15, 2017 → Jun 14, 2018 |
| PRINCIPAL GREEN PROPERTY FUND II GP, LLC entity | Executive Officer, Promoter | 2 | Jun 29, 2015 → Jun 29, 2015 |
| NIKKI SPENCE | Director | 2 | Jan 7, 2014 → Jan 8, 2014 |
| Principal Real Estate Open-End Debt Fund GP, LLC entity | Promoter | 1 | Jul 14, 2023 → Sep 24, 2026 |
| PCL FUND II GP, LLC entity | Executive Officer, Promoter | 1 | Mar 17, 2026 → Mar 17, 2026 |
| PEPF 941 ARIZONA MEMBER, LLC entity | Promoter | 1 | Jan 29, 2026 → Jan 29, 2026 |
| 941 ARIZONA JV, LLC entity | Promoter | 1 | Jan 29, 2026 → Jan 29, 2026 |
| Principal Data Center Growth & Income Fund Employees GP, LLC entity | Promoter | 1 | Nov 25, 2024 → Nov 25, 2024 |
| Principal Real Estate Open-End Debt Fund Intermediary Holdco, LP entity | Promoter | 1 | Jan 3, 2024 → Jan 3, 2024 |
| PRINCIPAL U.S. PROPERTY PORTFOLIO, L.P. entity | Promoter | 1 | Feb 17, 2023 → Feb 17, 2023 |
| Principal Digital Real Estate Fund Employees GP, LLC entity | Promoter | 1 | May 12, 2021 → May 12, 2021 |
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet searched.
Sources to be searched: the sponsor's own website (known only from an approved profile claim or the matched adviser's Form ADV) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
Export this report as PDF (members · included free during the launch period) · Premium
Request diligence pack (Premium) PartnerFacts asks the sponsor for the standard information pack and delivers it to you labelled "provided by the sponsor".
No corrections have been requested for this page.
Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.
Add a sourced explanation next to any fact. Reviewed before publishing.