PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 1:45 AM ET

Sponsor Check › Person

Brad Blake

Related person on Form D filings · address state as listed: CA · listed Mar 16, 2009 → Aug 21, 2026

2issuers
32Form D filings
2009–2026years listed

Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:56 PM ET · SEC enforcement last checked: not yet

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

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, 11:56 PM ET.

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.

2. Regulatory actions

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.

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3. Bankruptcies

None found in sources searched.

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, 11:56 PM ET.

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.

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

0 of 6 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Aug 21, 2026 D/A
File 021-320704
$0$0$0None listed on this filing
EDGAR ↗Sep 11, 2023 D/A
File 021-491199
$0$0$0None listed on this filing
EDGAR ↗Jun 29, 2018 D/A
File 021-202171
$0$0$0 (est.)
Certain of these persons will receive compensation in connection with their normal course relationship with the Issuer, which may be deemed to be made from the proceeds of the offering. The amount of such payments cannot be estimated at this time.
None listed on this filing
EDGAR ↗May 29, 2013 D
File 021-197194
$0$0$0None listed on this filing
EDGAR ↗Jun 1, 2012 D/A
File 021-93545-7L
$0$0$0None listed on this filing
EDGAR ↗Jun 1, 2012 D/A
File 021-73831
$0$0$0None listed on this filing

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 every filing this person is listed on (latest filing per offering, per issuer).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorAug 21, 2026D/AIndefinite
similar: $2,500,000–$75,000,000
$572,129,098879
similar: 4–63
No minimum reported
similar: $15,000–$100,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorAug 22, 2025D/AIndefinite
similar: $2,500,000–$75,000,000
$556,734,524857
similar: 4–63
No minimum reported
similar: $15,000–$100,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorAug 22, 2024D/AIndefinite
similar: $2,500,000–$75,000,000
$473,229,020795
similar: 4–63
No minimum reported
similar: $15,000–$100,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorSep 11, 2023D/AIndefinite
similar: $2,500,000–$75,000,000
$438,387,302782
similar: 4–63
No minimum reported
similar: $15,000–$100,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorSep 1, 2023DIndefinite
similar: $2,500,000–$75,000,000
$438,387,302782
similar: 4–63
No minimum reported
similar: $15,000–$100,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorSep 1, 2022D/AIndefinite
similar: $2,500,000–$75,000,000
$363,989,957719
similar: 4–63
No minimum reported
similar: $15,000–$100,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorSep 1, 2021D/AIndefinite
similar: $2,500,000–$75,000,000
$221,349,132566
similar: 4–63
No minimum reported
similar: $15,000–$100,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorSep 4, 2020D/AIndefinite
similar: $2,500,000–$75,000,000
$124,126,386487
similar: 4–63
No minimum reported
similar: $15,000–$100,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorSep 5, 2019D/AIndefinite
similar: $2,500,000–$75,000,000
$37,800,737429
similar: 4–63
No minimum reported
similar: $15,000–$100,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorSep 5, 2018DIndefinite
similar: $2,500,000–$75,000,000
$00
similar: 4–63
No minimum reported
similar: $15,000–$100,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorJun 29, 2018D/AIndefinite
similar: $125,000–$125,000
$278,395,366496
similar: 124–125
$25,000
similar: $1,000–$1,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorOct 26, 2017D/AIndefinite
similar: $125,000–$125,000
$234,491,963451
similar: 124–125
$25,000
similar: $1,000–$1,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorJul 25, 2017D/AIndefinite
similar: $125,000–$125,000
$157,385,512401
similar: 124–125
$25,000
similar: $1,000–$1,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorMay 18, 2017D/AIndefinite
similar: $125,000–$125,000
$150,677,512367
similar: 124–125
$25,000
similar: $1,000–$1,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorMay 27, 2016D/AIndefinite
similar: $125,000–$125,000
$112,760,512298
similar: 124–125
$25,000
similar: $1,000–$1,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorDec 3, 2015D/AIndefinite
similar: $125,000–$125,000
$74,145,512255
similar: 124–125
$25,000
similar: $1,000–$1,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorNov 2, 2015D/AIndefinite
similar: $125,000–$125,000
$74,145,512255
similar: 124–125
$25,000
similar: $1,000–$1,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorJun 8, 2015D/AIndefinite
similar: $125,000–$125,000
$61,355,512224
similar: 124–125
$25,000
similar: $1,000–$1,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorSep 19, 2014D/AIndefinite
similar: $125,000–$125,000
$29,570,512208
similar: 124–125
No minimum reported
similar: $1,000–$1,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorJun 9, 2014D/AIndefinite
similar: $125,000–$125,000
$243,945,336187
similar: 124–125
No minimum reported
similar: $1,000–$1,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorAug 30, 2013DIndefinite$00No minimum reported
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirector
Mr. Blake will be elected to the REIT I Board of Directors in connection with the closing of the Merger.
May 29, 2013D$36,197,657$36,197,657120No minimum reported
EDGAR ↗Bailard Real Estate Investment Trust II, Inc.DirectorJun 1, 2012D/A$500,000,000$91,541,872169$75,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorJun 1, 2012D/A$1,000,000,000$537,739,394431$25,000
EDGAR ↗Bailard Real Estate Investment Trust II, Inc.DirectorJul 28, 2011D/A$500,000,000$88,491,872153$75,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorJul 28, 2011D/A$1,000,000,000$537,739,394431$25,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorMar 11, 2011D/A$1,000,000,000$527,204,394430$25,000
EDGAR ↗Bailard Real Estate Investment Trust II, Inc.DirectorMar 11, 2011D/A$500,000,000$84,527,022140$75,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorMar 11, 2010D/A$1,000,000,000$522,504,394429$25,000
EDGAR ↗Bailard Real Estate Investment Trust II, Inc.DirectorMar 11, 2010D/A$500,000,000$83,882,022138$75,000
EDGAR ↗Bailard Real Estate Investment Trust II, Inc.DirectorMar 17, 2009D/A$500,000,000$83,882,022138$75,000
EDGAR ↗BAILARD REAL ESTATE INVESTMENT TRUST, INCDirectorMar 16, 2009D/A$1,000,000,000$521,904,394428$25,000

Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(c) (253 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.

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 38 names on the same filings (5 management entities, 33 people)

People and management entities the issuers listed as related persons on the same Form D filings as Brad Blake. Source: the EDGAR rows in the table above.

  • Bailard, Inc. entity — 12 shared filings (2 issuers) · roles as listed: Promoter, Executive Officer · also listed on 5 other issuers
  • Promoter and Investment Manager M. Bailard, Inc. entity — 10 shared filings (1 issuer) · role as listed: Promoter
  • Bailard, Wylie entity — 8 shared filings (2 issuers) · role as listed: Promoter
  • Bailard P. entity — 1 shared filing (1 issuer) · role as listed: Promoter
  • Promoter and Investment Manager P. Bailard, Inc. entity — 1 shared filing (1 issuer) · role as listed: Promoter
  • Charles Crocker — 30 shared filings (2 issuers) · role as listed: Director · also listed on 5 other issuers
  • Thomas E. Bailard — 19 shared filings (2 issuers) · roles as listed: Executive Officer, Director · also listed on 4 other issuers
  • Preston R. Sargent — 19 shared filings (1 issuer) · roles as listed: Executive Officer, Director
  • Erin M. Randolph — 18 shared filings (2 issuers) · role as listed: Executive Officer
  • Peter M. Hill — 17 shared filings (1 issuer) · roles as listed: Director, Executive Officer · also listed on 6 other issuers
  • Geoffrey Dohrmann — 17 shared filings (1 issuer) · role as listed: Director
  • Evelyn Dilsaver — 17 shared filings (1 issuer) · role as listed: Director
  • D. Wylie Greig — 16 shared filings (2 issuers) · role as listed: Director
  • Sonya Thadhani — 14 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 6 other issuers
  • Diana L. Dessonville — 14 shared filings (1 issuer) · role as listed: Executive Officer
  • Laurance R. Hoagland, Jr. — 12 shared filings (2 issuers) · role as listed: Director
  • Michelle L. Foss — 12 shared filings (2 issuers) · roles as listed: Executive Officer, Director
  • Daniel Grote — 12 shared filings (1 issuer) · role as listed: Director
  • Ronald W. Kaiser — 12 shared filings (1 issuer) · roles as listed: Director, Executive Officer
  • Sonya Thadhani Mughal — 10 shared filings (1 issuer) · roles as listed: Executive Officer, Director · also listed on 2 other issuers
  • Henry S. Newhall — 8 shared filings (2 issuers) · role as listed: Executive Officer
  • Pavita Fleischer — 8 shared filings (1 issuer) · roles as listed: Director, Executive Officer · also listed on 1 other issuer
  • Tess Gruenstein — 7 shared filings (1 issuer) · role as listed: Executive Officer
  • James Pinkerton — 7 shared filings (1 issuer) · roles as listed: Executive Officer, Director
  • Barbara V. Bailey — 6 shared filings (2 issuers) · role as listed: Executive Officer · also listed on 4 other issuers
  • Dipika Patel — 5 shared filings (1 issuer) · role as listed: Executive Officer
  • Sharon S. Henderson — 4 shared filings (2 issuers) · role as listed: Executive Officer
  • Minnie Y. Sanford — 4 shared filings (2 issuers) · role as listed: Executive Officer
  • Diana Dessonville Mudge — 4 shared filings (2 issuers) · role as listed: Executive Officer
  • Margie Nelson — 4 shared filings (1 issuer) · role as listed: Executive Officer
  • Vincent S. Korta — 3 shared filings (1 issuer) · role as listed: Executive Officer · also listed on 5 other issuers
  • Alex Spotswood — 3 shared filings (1 issuer) · role as listed: Executive Officer
  • Sharon P. Linnik — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • David Abramson — 2 shared filings (1 issuer) · role as listed: Executive Officer
  • Burnice E. Sparks — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director · also listed on 6 other issuers
  • Janis Horne — 1 shared filing (1 issuer) · role as listed: Executive Officer · also listed on 2 other issuers
  • Dipika Shull — 1 shared filing (1 issuer) · role as listed: Executive Officer
  • Burnie E. Sparks, Jr. — 1 shared filing (1 issuer) · roles as listed: Executive Officer, Director · also listed on 1 other issuer

Other offering types (Regulation A and Regulation Crowdfunding)

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.

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