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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:50 AM ET

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Douglas Schwartz

Named as an officer, director or promoter on SEC Form D filings · NY, DC · Jan 17, 2020 → Jul 16, 2026

8deals (issuers)
$1.98Breported sold
740investors
28Form D filings
2020–2026years on file

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

The short version

Douglas Schwartz is listed as an executive officer and director on 28 SEC Form D filings by 8 issuers between Dec 2013 and Jul 2026. Largest by amount reported sold: Carr Properties Partnership L.P. (Washington, DC — reits and finance — 2016–2018; $972.1M reported sold to 22 investors), Carr Properties Holdings L.P. (Washington, DC — reits and finance — 2016–2018; $817.4M reported sold to 12 investors), J.P. Morgan Real Estate Income Trust, Inc. (New York, NY — reits and finance — 2022–2026; $186M reported sold to 336 investors), HB Acquisition 1 Investor REIT LLC (New York, NY — reits and finance — 2021; $125K reported sold to 125 investors), HB Acquisition 2 Investor REIT LLC (New York, NY — reits and finance — 2021; $125K reported sold to 125 investors) and 3 more (all listed below).

What this means A repeat sponsor — 8 separate companies raised money with this person listed as executive officer and director, over about 13 years. Across those companies the filings report $1.98B sold in total.

Listed alongside Christian P. Porwoll (15 shared filings), Justin M. Murphy (15 shared filings), Lawrence A. Goodfield (15 shared filings), Randy A. Daniels (15 shared filings), William L. Ramseyer (15 shared filings) and 30 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Douglas. Each name links to their own page.

The issuers belong to 2 sponsor groups: Carr (9 issuers, $954.4M reported sold, 2012–2026) and J P Morgan (681 issuers, $310.46B reported sold, 2008–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 17 bankruptcy cases matching the name listed in Key records below.

What this means 17 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 28 public filings for Douglas Schwartz and found 16 differences, 5 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

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

What the community is saying

Community search for Douglas Schwartz has not run yet — it is joining a line of 61,846 names; searches run around the clock at the hosts' allowed rate. Searched so far: 723 names.

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

Key records

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

1. Lawsuits

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

What was searched

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

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

2. Regulatory actions

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

What was searched

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

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

3. Bankruptcies

17 cases: 17 closed (disposition not in docket feed)

Douglas Schwartz closed
United States Bankruptcy Court, M.D. Florida · No. 8:20-bk-02201 · Filed Mar 13, 2020 · Closed Jun 17, 2020
Role of Douglas Schwartz: Debtor · Outcome: Case closed 2020-06-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in FL (not a filing state)
DOUGLAS SCHWARTZ and TIFFANY HUGHES closed
United States Bankruptcy Court, D. Arizona · No. 2:17-bk-14850 · Filed Dec 18, 2017 · Closed Feb 21, 2019
Role of DOUGLAS SCHWARTZ and TIFFANY HUGHES: Debtor · Outcome: Case closed 2019-02-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in AR (not a filing state)
Douglas C. Schwartz closed
United States Bankruptcy Court, E.D. Wisconsin · No. 17-31074 · Filed Nov 13, 2017 · Closed Feb 28, 2018
Role of Douglas C. Schwartz: Debtor · Outcome: Case closed 2018-02-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in WI (not a filing state)
Douglas P Schwartz closed
United States Bankruptcy Court, N.D. Illinois · No. 17-09114 · Filed Mar 22, 2017 · Closed Jul 10, 2017
Role of Douglas P Schwartz: Debtor · Outcome: Case closed 2017-07-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in IL (not a filing state)
Douglas P Schwartz closed
United States Bankruptcy Court, W.D. Washington · No. 16-12104 · Filed Apr 21, 2016 · Closed Dec 17, 2019
Role of Douglas P Schwartz: Debtor · Outcome: Case closed 2019-12-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in WA (not a filing state)
Douglas A. Schwartz and Karen A. Schwartz closed
United States Bankruptcy Court, D. Delaware · No. 08-12022 · Filed Aug 29, 2008 · Closed Jan 21, 2009
Role of Douglas A. Schwartz and Karen A. Schwartz: Debtor · Outcome: Case closed 2009-01-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in DE (not a filing state)
Douglas J. Schwartz closed
United States Bankruptcy Court, S.D. Illinois · No. 08-31029 · Filed May 14, 2008 · Closed Sep 15, 2008
Role of Douglas J. Schwartz: Debtor · Outcome: Case closed 2008-09-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in IL (not a filing state)
Douglas M. Schwartz and Sandra L. Schwartz closed
United States Bankruptcy Court, S.D. Ohio · No. 3:05-bk-44608 · Filed Oct 14, 2005 · Closed May 3, 2006
Role of Douglas M. Schwartz and Sandra L. Schwartz: Debtor · Outcome: Case closed 2006-05-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in OH (not a filing state)
Douglas B Schwartz and Josephine M Schwartz closed
United States Bankruptcy Court, S.D. Ohio · No. 1:05-bk-16385 · Filed Jul 27, 2005 · Closed Dec 21, 2005
Role of Douglas B Schwartz and Josephine M Schwartz: Debtor · Outcome: Case closed 2005-12-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in OH (not a filing state)
Douglas P Schwartz and Sharon R Swadener closed
United States Bankruptcy Court, W.D. Washington · No. 04-43299 · Filed Apr 2, 2004 · Closed Jul 20, 2004
Role of Douglas P Schwartz and Sharon R Swadener: Debtor · Outcome: Case closed 2004-07-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in WA (not a filing state)
Douglas E. Schwartz closed
United States Bankruptcy Court, S.D. California · No. 04-02454 · Filed Mar 18, 2004 · Closed Aug 24, 2004
Role of Douglas E. Schwartz: Debtor · Outcome: Case closed 2004-08-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in CA (not a filing state)
Douglas E Schwartz and Denise A Schwartz closed
United States Bankruptcy Court, S.D. Ohio · No. 1:02-bk-11290 · Filed Feb 25, 2002 · Closed Jun 20, 2002
Role of Douglas E Schwartz and Denise A Schwartz: Debtor · Outcome: Case closed 2002-06-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in OH (not a filing state)
Douglas A Schwartz closed
United States Bankruptcy Court, N.D. Illinois · No. 98-35219 · Filed Nov 3, 1998 · Closed Oct 23, 2001
Role of Douglas A Schwartz: Debtor · Outcome: Case closed 2001-10-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in IL (not a filing state)
Douglas L. Schwartz and Molly A. Schwartz closed
United States Bankruptcy Court, N.D. California · No. 96-14270 · Filed Dec 11, 1996 · Closed Mar 26, 1997
Role of Douglas L. Schwartz and Molly A. Schwartz: Debtor · Outcome: Case closed 1997-03-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in CA (not a filing state)
Douglas H. Schwartz closed
United States Bankruptcy Court, W.D. Michigan · No. 89-01348 · Filed Apr 11, 1989 · Closed Mar 19, 1991
Role of Douglas H. Schwartz: Debtor · Outcome: Case closed 1991-03-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in MI (not a filing state)
Douglas J. Schwartz and Sue A. Schwartz closed
United States Bankruptcy Court, S.D. Illinois · No. 89-50090 · Filed Feb 15, 1989 · Closed Nov 22, 1991
Role of Douglas J. Schwartz and Sue A. Schwartz: Debtor · Outcome: Case closed 1991-11-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in IL (not a filing state)
Douglas H. Schwartz and Judith L. Schwartz closed
United States Bankruptcy Court, W.D. Michigan · No. 81-00723 · Filed Feb 19, 1981 · Closed Oct 23, 1981
Role of Douglas H. Schwartz and Judith L. Schwartz: Debtor · Outcome: Case closed 1981-10-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 32 federal dockets); court in MI (not a filing state)
What was searched

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

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

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

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

16 differences found between the filings for Douglas Schwartz — 5 worth asking about (compared 28 filings on Oct 24, 2026)

Note · Oct 8, 1999 – Feb 18, 2000

Bankruptcy case: Steven Greenspan — filed Oct 8, 1999

United States Bankruptcy Court, E.D. New York docket "Steven Greenspan" filed Oct 8, 1999, closed Feb 18, 2000. Steven Greenspan (listed on the same filings) is listed as Debtor ("Steven Greenspan"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Worth asking · Jun 9, 2023 – Jul 19, 2023

Amount sold went down between filings — J.P. Morgan Real Estate Income Trust, Inc.

The Jun 9, 2023 filing says $43,565,553 sold; the Jul 19, 2023 Form D/A says $6,950,000 sold — $36,615,553 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Jun 9, 2023 – Jul 19, 2023

Investor count went down between filings — J.P. Morgan Real Estate Income Trust, Inc.

The Jun 9, 2023 filing reports 78 investors; the Jul 19, 2023 Form D/A reports 14 investors.

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

Sources
Worth asking · Mar 9, 2018 – Sep 17, 2019

Investor count went down between filings — Carr Properties Partnership L.P.

The Mar 9, 2018 filing reports 10 investors; the Sep 17, 2019 Form D/A reports 9 investors.

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

Sources
Note · Dec 13, 2013

Douglas Schwartz appears on 2 deals that stopped filing before reaching their target

Carr Properties Corp (last filing Dec 13, 2013; $0 sold of $125,000); Carr Properties Subsidiary Corp (last filing Dec 13, 2013; $0 sold of $125,000). Each has no filing in more than two years and reported under half its target sold.

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

Sources
Note · Oct 1, 2024 – Oct 10, 2024

No amendment in the last 12 months on an offering that may still be open — J.P. Morgan Real Estate Income Trust, Inc. (latest filing Oct 10, 2024)

The latest filing for this offering is dated Oct 10, 2024 (first sale Oct 1, 2024). It reports $10,000,000 sold of $400,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Worth asking · Mar 9, 2018 – Sep 17, 2019

Douglas Schwartz is no longer listed on the Sep 17, 2019 amendment — Carr Properties Holdings L.P.

Douglas Schwartz appears on the Mar 9, 2018 Form D/A (director) but not on the Sep 17, 2019 Form D/A for the same offering.

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

Sources
Worth asking · Mar 9, 2018 – Sep 17, 2019

Douglas Schwartz is no longer listed on the Sep 17, 2019 amendment — Carr Properties Partnership L.P.

Douglas Schwartz appears on the Mar 9, 2018 Form D/A (director) but not on the Sep 17, 2019 Form D/A for the same offering.

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

Sources
Note · Jan 30, 2025 – Nov 3, 2025

Offering amount changed between filings — J.P. Morgan Real Estate Income Trust, Inc.

The Jan 30, 2025 filing says $200,000,000 offered; the Nov 3, 2025 Form D/A says $600,000,000.

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

Sources
Note · Jun 10, 2024 – Jan 30, 2025

Minimum investment changed between filings — J.P. Morgan Real Estate Income Trust, Inc.

The Jun 10, 2024 filing lists a minimum of $25,000,000; the Jan 30, 2025 Form D/A lists $5,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Jun 9, 2023 – Jul 19, 2023

Minimum investment changed between filings — J.P. Morgan Real Estate Income Trust, Inc.

The Jun 9, 2023 filing lists a minimum of $25,000,000; the Jul 19, 2023 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · May 2, 2023 – Jun 9, 2023

Minimum investment changed between filings — J.P. Morgan Real Estate Income Trust, Inc.

The May 2, 2023 filing lists a minimum of $1,000,000; the Jun 9, 2023 Form D/A lists $25,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Mar 9, 2016 – Mar 9, 2017

Minimum investment changed between filings — Carr Properties Holdings L.P.

The Mar 9, 2016 filing lists a minimum of $3,271; the Mar 9, 2017 Form D/A lists $2,457.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Mar 9, 2016 – Mar 9, 2017

Minimum investment changed between filings — Carr Properties Partnership L.P.

The Mar 9, 2016 filing lists a minimum of $1,161; the Mar 9, 2017 Form D/A lists $900.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Dec 13, 2013 – Jan 17, 2020

Douglas Schwartz is written 2 different ways on the filings

listed as "Douglas A. Schwartz" on 12 filings (from Dec 13, 2013), and "Douglas Schwartz" on 16 filings (from Jan 17, 2020).

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

Sources
Note · Dec 13, 2013 – Jul 16, 2026

Douglas Schwartz is listed with 2 different address states: DC, NY

DC on 2 filings (Dec 13, 2013 to Dec 13, 2013); NY on 26 filings (Mar 9, 2016 to Jul 16, 2026).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Sources
What is compared

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

5. Money to insiders

6 of 13 offerings report sales commissions totalling $1,625,902; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 16, 2026 D/A
J.P. Morgan Real Estate Income Trust, Inc.
File 021-473144
$0$0$0N/A no CRD number reportedEDGAR ↗
Dec 8, 2025 D/A
J.P. Morgan Real Estate Income Trust, Inc.
File 021-499243
$1,594,902$0$0J.P. Morgan Institutional Investments Inc. BrokerCheck CRD 102920 ↗
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
EDGAR ↗
Nov 3, 2025 D/A
J.P. Morgan Real Estate Income Trust, Inc.
File 021-449274
$0$0$0N/A no CRD number reportedEDGAR ↗
Oct 10, 2024 D
J.P. Morgan Real Estate Income Trust, Inc.
File 021-526463
$0 (est.)$0$0J.P. Morgan Institutional Investments Inc. BrokerCheck CRD 102920 ↗
J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
EDGAR ↗
Jan 11, 2021 D
HB Acquisition 1 Investor REIT LLC
File 021-385892
$6,250$0$0Charles 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 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 11, 2021 D
HB Acquisition 2 Investor REIT LLC
File 021-385897
$6,250$0$0Charles 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 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 17, 2020 D
SPF FIV1 REIT (US) LLC
File 021-358471
$6,000$0$0Charles 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 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Mar 9, 2018 D/A
Carr Properties Holdings L.P.
File 021-258890
$0$0$0None listed on this filingEDGAR ↗
Mar 9, 2018 D/A
Carr Properties Partnership L.P.
File 021-258891
$0$0$0None listed on this filingEDGAR ↗
Jan 4, 2018 D
Carr Properties Holdings L.P.
File 021-302371
$0$0$0None listed on this filingEDGAR ↗
Jan 4, 2018 D
Carr Properties Partnership L.P.
File 021-302373
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2013 D
Carr Properties Corp
File 021-207968
$6,250 (est.)$0$0Charles 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 ↗
Dec 13, 2013 D
Carr Properties Subsidiary Corp
File 021-207969
$6,250 (est.)$0$0Charles 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 ↗
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 ↗
How this is counted

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

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

Deals 8

Every issuer that named Douglas Schwartz on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

REITS and Finance · group: J P Morgan

J.P. Morgan Real Estate Income Trust, Inc.

New York, NY · Jun 15, 2022 → Jul 16, 2026 · 15 filings
  • Jul 16, 2026 · D/A · $78,480,784 sold of $200,000,000 · 154 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Dec 8, 2025 · D/A · $92,757,600 sold of $500,000,000 · 336 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Nov 3, 2025 · D/A · $185,954,730 sold of $600,000,000 · 108 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Jul 17, 2025 · D/A · $62,452,102 sold of $200,000,000 · 141 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jan 30, 2025 · D/A · $66,704,138 sold of $200,000,000 · 99 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • Dec 9, 2024 · D/A · $23,190,035 sold of $500,000,000 · 104 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Oct 10, 2024 · D · $10,000,000 sold of $400,000,000 · 1 investors · min. $25,000,000 · role: Executive Officer EDGAR ↗
  • Jul 17, 2024 · D/A · $33,759,000 sold of $200,000,000 · 81 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 10, 2024 · D/A · $65,540,345 sold of $200,000,000 · 89 investors · min. $25,000,000 · role: Executive Officer EDGAR ↗
  • Dec 11, 2023 · D · $0 sold of $500,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Jul 19, 2023 · D/A · $6,950,000 sold of $200,000,000 · 14 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 9, 2023 · D/A · $43,565,553 sold of $200,000,000 · 78 investors · min. $25,000,000 · role: Executive Officer EDGAR ↗
  • May 2, 2023 · D/A · $650,000 sold of $200,000,000 · 3 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Feb 10, 2023 · D · $0 sold of $200,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer EDGAR ↗
  • Jun 15, 2022 · D · $0 sold of $200,000,000 · 0 investors · min. $25,000,000 · role: Executive Officer EDGAR ↗

Raised $186M from 336 investors (93% of the $200M target) as of the latest filing. Douglas is listed as executive officer on 15 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

REITS and Finance · group: J P Morgan

HB Acquisition 2 Investor REIT LLC

New York, NY · Jan 11, 2021
  • Jan 11, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Douglas is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

REITS and Finance · group: J P Morgan

HB Acquisition 1 Investor REIT LLC

New York, NY · Jan 11, 2021
  • Jan 11, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Douglas is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

REITS and Finance · group: J P Morgan

SPF FIV1 REIT (US) LLC

New York, NY · Jan 17, 2020
  • Jan 17, 2020 · D · $120,000 sold of $120,000 · 120 investors · min. $1,000 · role: Director EDGAR ↗

Raised $120K from 120 investors (100% of the $120K target) as of the latest filing. Douglas is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

REITS and Finance · group: Carr

Carr Properties Holdings L.P.

Washington, DC · Mar 9, 2016 → Mar 9, 2018 · 4 filings
  • Mar 9, 2018 · D/A · $414,003,203 sold of Indefinite · 8 investors · min. $2,457 · role: Director (A Manager of the General Partner) EDGAR ↗
  • Jan 4, 2018 · D · $172,257,728 sold of $172,257,728 · 4 investors · min. No minimum reported · role: Director (A Manager of the General Partner) EDGAR ↗
  • Mar 9, 2017 · D/A · $341,643,729 sold of Indefinite · 8 investors · min. $2,457 · role: Director (A Manager of the General Partner) EDGAR ↗
  • Mar 9, 2016 · D · $86,380,942 sold of Indefinite · 8 investors · min. $3,271 · role: Director (A Manager of the General Partner) EDGAR ↗

Raised $817.4M from 12 investors as of the latest filing. Douglas is listed as director on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

REITS and Finance · group: Carr

Carr Properties Partnership L.P.

Washington, DC · Mar 9, 2016 → Mar 9, 2018 · 4 filings
  • Mar 9, 2018 · D/A · $450,000,000 sold of Indefinite · 10 investors · min. $900 · role: Director (Director of the Sole Member) EDGAR ↗
  • Jan 4, 2018 · D · $127,742,272 sold of $127,742,272 · 1 investors · min. No minimum reported · role: Director (Director of the Sole Member) EDGAR ↗
  • Mar 9, 2017 · D/A · $375,000,000 sold of Indefinite · 10 investors · min. $900 · role: Director (Director of the Sole Member) EDGAR ↗
  • Mar 9, 2016 · D · $100,000,000 sold of Indefinite · 10 investors · min. $1,161 · role: Director (Director of the Sole Member) EDGAR ↗

Raised $972.1M from 22 investors as of the latest filing. Douglas is listed as director on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

REITS and Finance · group: Carr

Carr Properties Subsidiary Corp

Washington, DC · Dec 13, 2013
  • Dec 13, 2013 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Douglas is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

REITS and Finance · group: Carr

Carr Properties Corp

Washington, DC · Dec 13, 2013
  • Dec 13, 2013 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Douglas is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: 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.

People around Douglas 35

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

Management entity

CP Partnership GP LLC

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

Management entity

Carr Properties Holdings GP LLC

Executive Officer · 4 shared filings (1 issuer)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

Management entity

Carr Properties Corporation

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

RD
No photo found yet (own website and image search run after this page is viewed)
Person

Randy A. Daniels

Director · 15 shared filings (1 issuer) · also on 13 other issuers

Randy A. Daniels is on 14 issuers in total — a repeat sponsor. Their page lists every one.

CP
No photo found yet (own website and image search run after this page is viewed)
Person

Christian P. Porwoll

Executive Officer · 15 shared filings (1 issuer) · also on 23 other issuers

Christian P. Porwoll is on 24 issuers in total — a repeat sponsor. Their page lists every one.

YN
No photo found yet (own website and image search run after this page is viewed)
Person

Yvonne D. Nelson

Director · 15 shared filings (1 issuer)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

JM
No photo found yet (own website and image search run after this page is viewed)
Person

Justin M. Murphy

Director · 15 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

WR
No photo found yet (own website and image search run after this page is viewed)
Person

William L. Ramseyer

Director · 15 shared filings (1 issuer)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

LG
No photo found yet (own website and image search run after this page is viewed)
Person

Lawrence A. Goodfield

Executive Officer · 15 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

DE
No photo found yet (own website and image search run after this page is viewed)
Person

Dave S. Esrig

Executive Officer · 12 shared filings (1 issuer)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

OC
No photo found yet (own website and image search run after this page is viewed)
Person

Oliver T. Carr, III

Executive Officer, Director · 10 shared filings (4 issuers) · also on 11 other issuers

Oliver T. Carr, III is on 15 issuers in total — a repeat sponsor. Their page lists every one.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Moti Barzilay

Director · 10 shared filings (4 issuers) · also on 4 other issuers

Moti Barzilay is on 8 issuers in total — a repeat sponsor. Their page lists every one.

NH
No photo found yet (own website and image search run after this page is viewed)
Person

Nathan Hetz

Director · 10 shared filings (4 issuers) · also on 4 other issuers

Nathan Hetz is on 8 issuers in total — a repeat sponsor. Their page lists every one.

CT
No photo found yet (own website and image search run after this page is viewed)
Person

Chad Tredway

Executive Officer, Director · 9 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

TA
No photo found yet (own website and image search run after this page is viewed)
Person

Tara Andrews

Director · 8 shared filings (2 issuers)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

JS
No photo found yet (own website and image search run after this page is viewed)
Person

John Schissel

Executive Officer · 8 shared filings (2 issuers) · also on 8 other issuers

John Schissel is on 10 issuers in total — a repeat sponsor. Their page lists every one.

MK
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Kelly

Executive Officer, Director · 6 shared filings (1 issuer) · also on 7 other issuers

Michael Kelly is on 8 issuers in total — a repeat sponsor. Their page lists every one.

RO
No photo found yet (own website and image search run after this page is viewed)
Person

Rebecca Owen

Director · 6 shared filings (3 issuers)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

CT
No photo found yet (own website and image search run after this page is viewed)
Person

Craig Theirl

Director · 4 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

JN
No photo found yet (own website and image search run after this page is viewed)
Person

J. Scott Napier

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

AD
No photo found yet (own website and image search run after this page is viewed)
Person

Alfred Dort

Director · 3 shared filings (3 issuers) · also on 10 other issuers

Alfred Dort is on 13 issuers in total — a repeat sponsor. Their page lists every one.

AW
No photo found yet (own website and image search run after this page is viewed)
Person

Aviram Wertheim

Director · 3 shared filings (3 issuers) · also on 2 other issuers

Aviram Wertheim is on 5 issuers in total — a repeat sponsor. Their page lists every one.

AN
No photo found yet (own website and image search run after this page is viewed)
Person

Aaron Nahumi

Director · 3 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

CE
No photo found yet (own website and image search run after this page is viewed)
Person

Christian P. Esrig

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

SG
No photo found yet (own website and image search run after this page is viewed)
Person

Steven Greenspan

Director · 2 shared filings (2 issuers) · also on 48 other issuers

Steven Greenspan is on 50 issuers in total — a repeat sponsor. Their page lists every one.

BB
No photo found yet (own website and image search run after this page is viewed)
Person

Barry H. Bass

Director, Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

AP
No photo found yet (own website and image search run after this page is viewed)
Person

Andrea Pierce

Director · 2 shared filings (2 issuers) · also on 4 other issuers

Andrea Pierce is on 6 issuers in total — a repeat sponsor. Their page lists every one.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Mark Bonapace

Director · 2 shared filings (2 issuers) · also on 6 other issuers

Mark Bonapace is on 8 issuers in total — a repeat sponsor. Their page lists every one.

JP
No photo found yet (own website and image search run after this page is viewed)
Person

Joseph M. Pistone

Director · 2 shared filings (2 issuers) · also on 9 other issuers

Joseph M. Pistone is on 11 issuers in total — a repeat sponsor. Their page lists every one.

AC
No photo found yet (own website and image search run after this page is viewed)
Person

Alice Cao

Director · 2 shared filings (2 issuers) · also on 12 other issuers

Alice Cao is on 14 issuers in total — a repeat sponsor. Their page lists every one.

SK
No photo found yet (own website and image search run after this page is viewed)
Person

Susan Kolasa

Director · 1 shared filing (1 issuer)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

SZ
No photo found yet (own website and image search run after this page is viewed)
Person

Steven Zaun

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

SJ
No photo found yet (own website and image search run after this page is viewed)
Person

Scott Napier J.

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

KA
No photo found yet (own website and image search run after this page is viewed)
Person

Kimberly A. Adams

Director · 1 shared filing (1 issuer)

Listed on the same filings as Douglas Schwartz. Their page shows their other deals.

The team behind the deals

Sponsor group

Carr

9 issuers · 31 filings · $954.4M reported sold · 2012–2026

One team, 9 deal companies. Douglas Schwartz is listed on 4 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Douglas Schwartz.

Sponsor group

J P Morgan

681 issuers · 1990 filings · $310.46B reported sold · 2008–2026

One team, 681 deal companies. Douglas Schwartz is listed on 4 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Douglas Schwartz.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 8 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records 4 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to Douglas Schwartz by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 8 issuers this person is listed on — 1 issuer has property records: Carr Properties Corp (4).

Public profiles and social

Websites and social links of the issuers Douglas Schwartz is listed on, as found in their SEC filings (Form C, Reg A, Form ADV, EDGAR profile) or on the sponsor's own site; none belongs to the person unless the sponsor's site says so. Checked Oct 24, 2026.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Washington, DC). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Found on the sponsor's own site

industry.com ↗ found on J.P. Morgan Real Estate Income Trust, Inc. (industry.com — same registered sponsor family (group "J P Morgan"); known from issuer CIK 2126009 (probe))

Change history

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