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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:45 AM ET

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John E. Carter

Named as an officer, director or promoter on SEC Form D filings · FL · Jan 14, 2013 → Apr 24, 2024

72deals (issuers)
$1.67Breported sold
4,467investors
321Form D filings
2013–2024years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

John E. Carter is listed as an executive officer and director on 321 SEC Form D filings by 72 issuers between Jan 2013 and Dec 2025. Largest by amount reported sold: Carter Multifamily Growth & Income Fund, LLC (Tampa, FL — reits and finance — 2018–2019; $103.1M reported sold to 1,047 investors), CX Lively Indigo Run Depositor, LLC (Tampa, FL — other real estate — 2022; $72.7M reported sold to 40 investors), CX Multifamily Portfolio, DST (Tampa, FL — other real estate — 2021; $67.3M reported sold to 148 investors), CX Liberty Mill, DST (Tampa, FL — other real estate — 2021–2022; $65.9M reported sold to 131 investors), CX Multifamily Portfolio Depositor, LLC (Tampa, FL — other real estate — 2021; $60.7M reported sold to 42 investors) and 67 more (all listed below).

What this means That is a lot of deals — 72 separate companies raised money with this person listed as executive officer and director, over about 12 years. Across those companies the filings report $1.67B sold in total.

Listed alongside E. Carter Exchange Fund Management Company, LLC (276 shared filings, management entity), Thomas Guard (30 shared filings), Robert Dallas Whitaker, Jr. (29 shared filings), Lisa Drummond (26 shared filings), Cynthia Pfeifer (21 shared filings) and 86 others.

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

71 of the issuers belong to the sponsor group E Carter Exchange (74 issuers, $1.68B reported sold, 2009–2025).

What this means A sponsor group is one team that sets up a new company for each deal. E Carter Exchange has 74 companies on file and $1.68B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, 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 the newest 50 of 321 public filings for John E. Carter and found 10 differences, 3 worth asking the sponsor about: 35 filings report more than 10% of the money raised going to insiders; John E. Carter appears on 10 deals that stopped filing before reaching their target; 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 John E. Carter has not run yet — it is #1,692 of 26,805 in line; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

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, 2:15 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: VA (crawled Oct 23, 2026)

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 John E. Carter..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

17 cases: 16 closed (disposition not in docket feed), 1 open

John A. Carter and Theresa Ruth Carter closed
United States Bankruptcy Court, S.D. Florida. · No. 21-13350 · Filed Apr 8, 2021 · Closed Jul 15, 2021
Role of John A. Carter and Theresa Ruth Carter: Debtor · Outcome: Case closed 2021-07-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John R Carter and Vincetta Carter closed
United States Bankruptcy Court, S.D. Florida. · No. 17-13908 · Filed Mar 30, 2017 · Closed Jun 22, 2021
Role of John R Carter and Vincetta Carter: Debtor · Outcome: Case closed 2021-06-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John W. Carter, Jr. and Paula E. Carter closed
United States Bankruptcy Court, M.D. Florida · No. 3:15-bk-04682 · Filed Oct 26, 2015 · Closed Feb 16, 2021
Role of John W. Carter, Jr.: Debtor · Outcome: Case closed 2021-02-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John T Carter closed
United States Bankruptcy Court, M.D. Florida · No. 6:14-bk-07895 · Filed Jul 10, 2014 · Closed Oct 31, 2018
Role of John T Carter: Debtor · Outcome: Case closed 2018-10-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John Carter open
United States Bankruptcy Court, S.D. Florida. · No. 13-40682 · Filed Dec 31, 2013
Role of John Carter: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL)
John W. Carter, Sr. and Margaret L. Carter closed
United States Bankruptcy Court, M.D. Florida · No. 3:12-bk-07865 · Filed Dec 11, 2012 · Closed Apr 3, 2013
Role of John W. Carter, Sr.: Debtor · Outcome: Case closed 2013-04-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John M Carter closed
United States Bankruptcy Court, S.D. Florida. · No. 11-18056 · Filed Mar 28, 2011 · Closed May 12, 2011
Role of John M Carter: Debtor · Outcome: Case closed 2011-05-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John E Carter and Brenda J Carter closed
United States Bankruptcy Court, M.D. Florida · No. 8:10-bk-17719 · Filed Jul 26, 2010 · Closed May 2, 2016
Role of John E Carter and Brenda J Carter: Debtor · Outcome: Case closed 2016-05-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL)
John W Carter closed
United States Bankruptcy Court, M.D. Florida · No. 6:10-bk-07529 · Filed Apr 30, 2010 · Closed Aug 24, 2010
Role of John W Carter: Debtor · Outcome: Case closed 2010-08-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John M Carter closed
United States Bankruptcy Court, M.D. Florida · No. 2:10-bk-10062 · Filed Apr 29, 2010 · Closed Jun 19, 2013
Role of John M Carter: Debtor · Outcome: Case closed 2013-06-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John Carter and Jennifer Carter closed
United States Bankruptcy Court, M.D. Florida · No. 8:09-bk-03674 · Filed Feb 27, 2009 · Closed Jun 18, 2009
Role of John Carter and Jennifer Carter: Debtor · Outcome: Case closed 2009-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John Carter and Monica Carter closed
United States Bankruptcy Court, M.D. Florida · No. 8:08-bk-19161 · Filed Nov 30, 2008 · Closed Apr 13, 2009
Role of John Carter and Monica Carter: Debtor · Outcome: Case closed 2009-04-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John Carter and Melissa Carter closed
United States Bankruptcy Court, M.D. Florida · No. 8:08-bk-00666 · Filed Jan 19, 2008 · Closed May 1, 2009
Role of John Carter and Melissa Carter: Debtor · Outcome: Case closed 2009-05-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John L. Carter and Joyce F. Carter closed
United States Bankruptcy Court, N.D. Florida · No. 04-32113 · Filed Aug 16, 2004 · Closed Jun 22, 2006
Role of John L. Carter and Joyce F. Carter: Debtor · Outcome: Case closed 2006-06-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John B Carter and Verna L Tice closed
United States Bankruptcy Court, M.D. Florida · No. 8:04-bk-04725 · Filed Mar 11, 2004 · Closed Dec 8, 2009
Role of John B Carter and Verna L Tice: Debtor · Outcome: Case closed 2009-12-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John R. Carter closed
United States Bankruptcy Court, S.D. Florida. · No. 04-11966 · Filed Mar 10, 2004 · Closed Jul 21, 2004
Role of John R. Carter: Debtor · Outcome: Case closed 2004-07-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
John H. Carter closed
United States Bankruptcy Court, M.D. Florida · No. 8:03-bk-02020 · Filed Feb 3, 2003 · Closed Apr 12, 2005
Role of John H. Carter: Debtor · Outcome: Case closed 2005-04-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 956 federal dockets); 16 people with this name in Form D filings; court in the person's filing state (FL); middle initial differs
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, 2:15 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

10 differences found between the filings for John E. Carter — 3 worth asking about (compared the newest 50 of 321 filings on Oct 24, 2026; older filings not covered)

Worth asking · May 10, 2023 – Sep 24, 2024

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

28% of the money raised went to insiders — CX Texas Industrial II, DST · 26% of the money raised went to insiders — CX Residences at Congressional Village, DST · 334% of the money raised went to insiders — CX Midwest Industrial Logistics, DST · 28% of the money raised went to insiders — CX Residences at Congressional Village, DST · 33% of the money raised went to insiders — CX Residences at Congressional Village, DST · and 30 more

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

Form D/A · Sep 24, 2024 ↗CX Texas Industrial II, DST — PartnerFacts page ↗Form D/A · Dec 26, 2023 ↗CX Residences at Congressional Village, DST — PartnerFacts page ↗
Sources
Worth asking · Jun 26, 2023 – Apr 24, 2024

John E. Carter appears on 10 deals that stopped filing before reaching their target

Carter Multifamily Growth & Income Fund IV, LLC (last filing Apr 24, 2024; $0 sold of $200,000,000); Aphorio Carter Critical Infrastructure Fund, LLC (last filing Jan 16, 2024; $24,162,785 sold of $200,000,000); CX Residences at Congressional Village, DST (last filing Dec 26, 2023; $12,763,533 sold of $81,157,487); CX Mode at Hyattsville, DST (last filing Nov 30, 2023; $18,325,277 sold of $73,433,727); CX Midwest Industrial Logistics, DST (last filing Nov 28, 2023; $3,823,625 sold of $69,123,000); CX Texas Industrial II Depositor, LLC (last filing Nov 13, 2023; $0 sold of $3,000,000); and 4 more. Each has no filing in more than two years and reported under half its target sold.

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

Carter Multifamily Growth & Income Fund IV, LLC — PartnerFacts page ↗Aphorio Carter Critical Infrastructure Fund, LLC — PartnerFacts page ↗CX Residences at Congressional Village, DST — PartnerFacts page ↗CX Mode at Hyattsville, DST — PartnerFacts page ↗
Sources
Worth asking · Jan 19, 2023 – Nov 1, 2023

Form D filed 286 days after the first sale — CX Mode at Hyattsville, DST

The filing says the first sale was Jan 19, 2023. The Form D was filed Nov 1, 2023 — 286 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 271 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Nov 1, 2023 ↗CX Mode at Hyattsville, DST — PartnerFacts page ↗
Sources
Note · Jun 27, 2022 – Sep 24, 2024

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

No amendment in the last 12 months on an offering that may still be open — CX Texas Industrial II, DST (latest filing Sep 24, 2024) · No amendment in the last 12 months on an offering that may still be open — Aphorio Carter Critical Infrastructure Fund, LLC (latest filing Jan 16, 2024) · No amendment in the last 12 months on an offering that may still be open — CX Residences at Congressional Village, DST (latest filing Dec 26, 2023) · No amendment in the last 12 months on an offering that may still be open — CX Mode at Hyattsville, DST (latest filing Nov 30, 2023) · No amendment in the last 12 months on an offering that may still be open — CX Midwest Industrial Logistics, DST (latest filing Nov 28, 2023) · and 5 more

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

Form D/A · Sep 24, 2024 ↗CX Texas Industrial II, DST — PartnerFacts page ↗Form D/A · Jan 16, 2024 ↗Aphorio Carter Critical Infrastructure Fund, LLC — PartnerFacts page ↗
Sources
Note · Aug 17, 2022 – Jan 16, 2024

Minimum investment changed between filings — Aphorio Carter Critical Infrastructure Fund, LLC

The Aug 17, 2022 filing lists a minimum of $0; the Jan 16, 2024 Form D/A lists $50,000.

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

Form D (earlier) · Aug 17, 2022 ↗Form D/A (later) · Jan 16, 2024 ↗Aphorio Carter Critical Infrastructure Fund, LLC — PartnerFacts page ↗
Sources
Note · Jul 12, 2022 – Aug 17, 2022

John E. Carter is written 2 different ways on the filings

listed as "John E. Carter" on 82 filings (from Jul 12, 2022), and "John Carter" on 10 filings (from Aug 17, 2022).

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

Form D · Jul 12, 2022 ↗Form D · Aug 17, 2022 ↗John E. Carter — PartnerFacts page ↗
Sources
Note · Apr 19, 2013 – Dec 3, 2025

Same name, different state: "John Carter" (A1) is a separate record

This page covers filings where the address state is FL. A separate record, "John Carter" with address state A1, is listed on 2 filings — most recently by Sixty North Gold Mining Ltd. (Dec 3, 2025). Both records have filings in the same period (Apr 19, 2013 to Apr 24, 2024).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

John Carter (A1) — PartnerFacts page ↗Form D · Dec 3, 2025 ↗Sixty North Gold Mining Ltd. — PartnerFacts page ↗John E. Carter (FL) — this page ↗
Sources
Note · Apr 13, 2017 – Jan 22, 2020

Same name, different state: "John Carter" (X0) is a separate record

This page covers filings where the address state is FL. A separate record, "John Carter" with address state X0, is listed on 3 filings — most recently by Hollyport Secondary Opportunities VII LP (Jan 22, 2020). Both records have filings in the same period (Apr 13, 2017 to Jan 22, 2020).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

John Carter (X0) — PartnerFacts page ↗Form D/A · Jan 22, 2020 ↗Hollyport Secondary Opportunities VII LP — PartnerFacts page ↗John E. Carter (FL) — this page ↗
Sources
Note · Oct 14, 2015

Same name, different state: "John Carter" (WA) is a separate record

This page covers filings where the address state is FL. A separate record, "John Carter" with address state WA, is listed on 1 filing — most recently by SB Ventures, Inc. (Oct 14, 2015). Both records have filings in the same period (Oct 14, 2015).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

John Carter (WA) — PartnerFacts page ↗Form D · Oct 14, 2015 ↗SB Ventures, Inc. — PartnerFacts page ↗John E. Carter (FL) — this page ↗
Sources
Note · Jan 25, 2010

Same name, different state: "JOHN CARTER" (CA) is a separate record

This page covers filings where the address state is FL. A separate record, "JOHN CARTER" with address state CA, is listed on 1 filing — most recently by PILLAR VISION INC (Jan 25, 2010). The two records do not overlap in time: this page runs Jan 14, 2013 to Apr 24, 2024; the other has one filing dated Jan 25, 2010.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

JOHN CARTER (CA) — PartnerFacts page ↗Form D · Jan 25, 2010 ↗PILLAR VISION INC — PartnerFacts page ↗John E. Carter (FL) — this page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 321 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

50 of 77 offerings report sales commissions totalling $285,812,356; 0 report finder's fees; 32 report proceeds to related persons totalling $97,474,801. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Dec 17, 2025 D
AC REIT Investments II, Inc.
File 021-567162
$9,250 (est.)$0 (est.)$0 (est.)ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Mar 24, 2025 D
Aphorio Carter Critical Infrastructure Fund II, LLC
File 021-542002
$19,000,000 (est.)$0 (est.)$2,500,000 (est.)
Item 16 is an estimate of certain offering and organization expense reimbursements that may accrue to a Related Person.
Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗EDGAR ↗
Mar 20, 2025 D
Aphorio Carter Critical Infrastructure Fund II, LLC
File 021-541522
$19,000,000 (est.)$0 (est.)$2,500,000 (est.)
Item 16 is an estimate of certain offering and organization expense reimbursements that may accrue to a Related Person.
Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗EDGAR ↗
Sep 24, 2024 D/A
CX Texas Industrial II, DST
File 021-502445
$253,528 (est.)$0$828,342 (est.)
Item 16 is an estimate of the acquisition and finance fees, reimbursements for acquisition and financing costs, and other offering and organization expenses that may accrue to one or more Related Persons.
Orchard Securities BrokerCheck CRD 133378 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
FNEX Capital, LLc BrokerCheck CRD 166316 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗		EDGAR ↗
Apr 24, 2024 D
Carter Multifamily Growth & Income Fund IV, LLC
File 021-511471
$19,000,000 (est.)$0 (est.)$2,000,000 (est.)
Item 16 is an estimate of certain organization and offering expense reimbursements that may accrue to the Sponsor of the Issuer in connection with this offering.
Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗EDGAR ↗
Jan 16, 2024 D/A
Aphorio Carter Critical Infrastructure Fund, LLC
File 021-456199
$19,000,000 (est.)$0 (est.)$2,000,000 (est.)
Item 16 is an estimate of certain offering and organization expense reimbursements that may accrue to a Related Person.
A.G.P. / Alliance Global Partners BrokerCheck CRD 8361 ↗EDGAR ↗
Dec 26, 2023 D/A
CX Residences at Congressional Village, DST
File 021-460490
$7,507,068 (est.)$0 (est.)$3,296,932 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Crescent Securities Group, Inc. BrokerCheck CRD 114993 ↗		EDGAR ↗
Nov 30, 2023 D/A
CX Mode at Hyattsville, DST
File 021-472358
$6,792,621 (est.)$0 (est.)$3,263,231 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗		EDGAR ↗
Nov 28, 2023 D/A
CX Midwest Industrial Logistics, DST
File 021-460038
$6,393,878 (est.)$0$12,759,171 (est.)
CX Midwest Industrial Logistics Depositor, LLC will be responsible for paying certain fees and costs of approximately $10,469,171.
MIKE KILPATRICK BrokerCheck CRD 1278618 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

CHRISTOPHER KINGSLEY LAROCHELLE BrokerCheck CRD 4883462 ↗
via DFPG INVESTMENTS, LLC. (CRD 155576 ↗)

FREDERICK HARRIS BrokerCheck CRD 2775162 ↗
via DFPG INVESTMENTS, LLC. (CRD 155576 ↗)

KENNETH MICHAEL KLADOURIS BrokerCheck CRD 5181249 ↗
via DFPG INVESTMENTS, LLC. (CRD 155576 ↗)

MICHAEL ALLAN BENDIX BrokerCheck CRD 5379777 ↗
via DFPG INVESTMENTS, LLC. (CRD 155576 ↗)

CORBIN SCOTT THOMAS BrokerCheck CRD 4234748 ↗
via McDERMOTT INVESTMENT SERVICES, LLC (CRD 154926 ↗)

CRAIG FERNSLER BrokerCheck CRD 5558907 ↗
via McDERMOTT INVESTMENT SERVICES, LLC (CRD 154926 ↗)

THOMAS H. SHANLEY BrokerCheck CRD 2127985 ↗
via DFPG INVESTMENTS, LLC. (CRD 155576 ↗)
EDGAR ↗
Nov 13, 2023 D
CX Texas Industrial II Depositor, LLC
File 021-496966
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 1, 2023 D/A
CX Station at Clift Farm, DST
File 021-457829
$6,421,735 (est.)$0 (est.)$2,773,553 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗		EDGAR ↗
Nov 1, 2023 D
CX Mode at Hyattsville, DST
File 021-496263
$6,792,621 (est.)$0 (est.)$3,263,231 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗		EDGAR ↗
Oct 30, 2023 D
CMF West & Central US IV, LLC
File 021-495894
$6,250 (est.)$0 (est.)$0 (est.)ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 4, 2023 D/A
CX Lively Indigo Run, DST
File 021-451947
$10,065,616 (est.)$0 (est.)$2,518,685 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Wealthforge Securities BrokerCheck CRD 152550 ↗
Berthel Fisher and Co. BrokerCheck CRD 13609 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗		EDGAR ↗
Aug 31, 2023 D/A
CX Courts of Avalon, DST
File 021-464189
$4,515,474 (est.)$0 (est.)$2,433,136 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Aurora Securities BrokerCheck CRD 46147 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
DFPG INVESTMENTS, LLC BrokerCheck CRD 155576 ↗
WEALTHFORGE SECURITIES, LLC BrokerCheck CRD 152550 ↗
CROWN CAPITAL SECURITIES, L.P. BrokerCheck CRD 6312 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗		EDGAR ↗
Jul 21, 2023 D
CMF West & Central US IV, LLC
File 021-487543
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 26, 2023 D/A
CX Owings Mills Multifamily, DST
File 021-463681
$6,812,205 (est.)$0 (est.)$3,228,917 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗		EDGAR ↗
Dec 19, 2022 D
AC DataCom Digital Infrastructure Investments, Inc.
File 021-467820
$5,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 19, 2022 D
CMF Eastern US III, LLC
File 021-467823
$5,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 19, 2022 D
CMF West & Central US III, LLC
File 021-467825
$5,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 28, 2022 D
CX Mode at Hyattsville Depositor, LLC
File 021-463147
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 27, 2022 D
Carter Multifamily Growth & Income Fund IV, LLC
File 021-462978
$19,000,000 (est.)$0 (est.)$0 (est.)Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗EDGAR ↗
Oct 20, 2022 D
CX Industrial Logistics, DST
File 021-462332
$3,568,743 (est.)$0$7,829,210 (est.)
CX Industrial Logistics Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,994,046.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Sep 6, 2022 D/A
CX Cypress McKinney Falls, DST
File 021-445132
$4,284,720 (est.)$0 (est.)$2,618,463 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Capulent LLC BrokerCheck CRD 155155 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Select Capital Corporation BrokerCheck CRD 145997 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Stax Capital BrokerCheck CRD 300607 ↗		EDGAR ↗
Jul 27, 2022 D/A
CX Foundry Yards, DST
File 021-440077
$4,774,146 (est.)$0 (est.)$2,877,569 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Capulent LLC BrokerCheck CRD 155155 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Stax Capital BrokerCheck CRD 300607 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Westpark Capital, Inc. BrokerCheck CRD 39914 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
ClearFP Securities LLC BrokerCheck CRD 312370 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗		EDGAR ↗
Jul 27, 2022 D
CX Courts of Avalon Depositor, LLC
File 021-453839
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jul 27, 2022 D
CMF Gateway Rome, LLC
File 021-453841
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jul 26, 2022 D
CX Owings Mills Multifamily Depositor, LLC
File 021-453783
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jul 18, 2022 D
CX Midwest Industrial Logistics Depositor, LLC
File 021-452749
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 16, 2022 D
Carter Multifamily Opportunity Fund, LLC
File 021-449406
$9,500,000 (est.)$0 (est.)$0Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗EDGAR ↗
Jun 16, 2022 D
Carter Exchange Preferred Redeemable Income Fund II, LLC
File 021-449407
$3,440,000 (est.)$0$0Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗EDGAR ↗
May 25, 2022 D
CX Industrial Logistics Depositor, LLC
File 021-446960
$0 (est.)$0 (est.)$0 (est.)Arcus Capital Partners, LLC BrokerCheck CRD 147346 ↗
via William Singletary (CRD 2421084 ↗)
EDGAR ↗
May 23, 2022 D/A
CX Riverstone, DST
File 021-431899
$2,024,995 (est.)$0 (est.)$1,035,318 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Sonya Gotz BrokerCheck CRD 4007918 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Michael Deutsch BrokerCheck CRD 2165440 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

James Nagle BrokerCheck CRD 4897449 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Michael Frager BrokerCheck CRD 1230622 ↗
via Willow Cove Investment Group, Inc. (CRD 107824 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Deborah Stackpole BrokerCheck CRD 4969850 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Edward Kasperavich BrokerCheck CRD 4970038 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

Mike Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Michael Ghirardo BrokerCheck CRD 7314050 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Michael Cullwell BrokerCheck CRD 5989109 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Ivan West BrokerCheck CRD 4921015 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Jeffrey Bangerter BrokerCheck CRD 1687028 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Justin Bachman BrokerCheck CRD 6412695 ↗
via Capulent LLC (CRD 155155 ↗)

Alex Madden BrokerCheck CRD 7089201 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Raymond Dewitt BrokerCheck CRD 2894063 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Loay Nasar BrokerCheck CRD 2233089 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Benjamin Carmona BrokerCheck CRD 5120428 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Julienne Riddell BrokerCheck CRD 5682274 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Robert L. Boggess BrokerCheck CRD 5007422 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Betty Friant BrokerCheck CRD 2122446 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)
EDGAR ↗
May 18, 2022 D
CX Lively Indigo Run Depositor, LLC
File 021-446143
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
May 9, 2022 D/A
CX Heritage, DST
File 021-433516
$2,470,929 (est.)$0 (est.)$1,232,328 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

John Cunicella BrokerCheck CRD 1549354 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Kim Kunz BrokerCheck CRD 718618 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Quinn Morimoto BrokerCheck CRD 7140545 ↗
via Stax Capital (CRD 300607 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Mike Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Carmine Galimi BrokerCheck CRD 3265523 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Randy Barmache BrokerCheck CRD 4607939 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Jessica Healy BrokerCheck CRD 6589558 ↗
via Metropolitan Capital Investment Banc, Inc. (CRD 148820 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

David Kangas BrokerCheck CRD 6591398 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Orrin Barrow BrokerCheck CRD 6784158 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Dan Werry BrokerCheck CRD 4721789 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Betty Friant BrokerCheck CRD 2122446 ↗
via FNEX Capital, LLC (CRD 166316 ↗)
EDGAR ↗
Apr 21, 2022 D
CX Ravella at Town Center DST
File 021-442880
$4,784,748 (est.)$0$9,623,148 (est.)
CX Ravella at Town Center Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,081,818.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Apr 13, 2022 D/A
CX Alexandria, DST
File 021-431879
$3,782,441 (est.)$0 (est.)$2,366,112 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
James Torti BrokerCheck CRD 7011095 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Sonya Gotz BrokerCheck CRD 4007918 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Michael Cronin BrokerCheck CRD 4737860 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Kim Kunz BrokerCheck CRD 718618 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

James Temple BrokerCheck CRD 7084089 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

DAI Securities, LLC BrokerCheck CRD 36673 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Brad Watt BrokerCheck CRD 2565438 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Vincent Bailey BrokerCheck CRD 1845517 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Andrew Friedman BrokerCheck CRD 1038517 ↗
via American Portfolios Financial Services, Inc. (CRD 18487 ↗)

Alex Madden BrokerCheck CRD 7089201 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Biho Cha BrokerCheck CRD 4330839 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Quinn Morimoto BrokerCheck CRD 7140545 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Thomas Hamlin BrokerCheck CRD 2208505 ↗
via Somerset Securities, Inc. (CRD 2493 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Thomas D. Jong BrokerCheck CRD 5612385 ↗
via Money Concepts Capital Corp (CRD 12963 ↗)

Jacob Adams BrokerCheck CRD 4975889 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Andrew Zorovich BrokerCheck CRD 2753501 ↗
via American Portfolios Financial Services, Inc. (CRD 18487 ↗)
EDGAR ↗
Apr 11, 2022 D/A
CX Liberty Mill, DST
File 021-427029
$6,094,380 (est.)$0 (est.)$3,313,736 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Sonya Gotz BrokerCheck CRD 4007918 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Robert Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Adam Bryan BrokerCheck CRD 5443986 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Quinn Morimoto BrokerCheck CRD 7140545 ↗
via Stax Capital (CRD 300607 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Edwin Suzuki BrokerCheck CRD 4851317 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Randy Barmache BrokerCheck CRD 4607939 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Jason Pueschel BrokerCheck CRD 2257351 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Christopher Zehner BrokerCheck CRD 4228224 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Joe Quartucci BrokerCheck CRD 4522516 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Terence Taylor BrokerCheck CRD 5269151 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Rob Johnson BrokerCheck CRD 4318220 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Sandy Simmons BrokerCheck CRD 1018907 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Eric Kuchherzki BrokerCheck CRD 2529623 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Preston Charlton BrokerCheck CRD 2135631 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Carmine Galimi BrokerCheck CRD 3265523 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Less Anderson BrokerCheck CRD 873403 ↗
via Wilson-Davis & Co., Inc. (CRD 3777 ↗)

David Kangas BrokerCheck CRD 6591398 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Michael Cronin BrokerCheck CRD 4737860 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Ivan West BrokerCheck CRD 4921015 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Billy Aycock BrokerCheck CRD 4069907 ↗
via Center Street Securities, Inc. (CRD 26898 ↗)

James Torti BrokerCheck CRD 7011095 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Joseph Kocsis BrokerCheck CRD 2423884 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Matthew Nadeau BrokerCheck CRD 4637541 ↗
via Kingswood Capital Partners, LLC (CRD 288898 ↗)

Donna Payne BrokerCheck CRD 1007323 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Gordon Hamilton BrokerCheck CRD 5028789 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Steven Kolinsky BrokerCheck CRD 1090913 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Kim Kunz BrokerCheck CRD 718618 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Chad Kolinsky BrokerCheck CRD 6414638 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Thomas Hamlin BrokerCheck CRD 2208505 ↗
via Somerset Securities, Inc. (CRD 2493 ↗)

David Allred BrokerCheck CRD 2496873 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Darren Whissen BrokerCheck CRD 4716755 ↗
via Link Alts Capital, LLC (CRD 309956 ↗)
EDGAR ↗
Apr 1, 2022 D/A
CX Highland, DST
File 021-420414
$3,344,392 (est.)$0 (est.)$1,889,306 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Robert Boggess BrokerCheck CRD 5007422 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Jordan Colman BrokerCheck CRD 5860708 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Kurt Volker BrokerCheck CRD 5495090 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Steve Haskell BrokerCheck CRD 6864948 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Cory Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Don Meredith BrokerCheck CRD 1867703 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Ed Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Sonya Gotz BrokerCheck CRD 4007918 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Alex Madden BrokerCheck CRD 7089201 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Gordon Hamilton BrokerCheck CRD 5002789 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

A. Trevor Flor BrokerCheck CRD 7238685 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Tom Enstice BrokerCheck CRD 502060 ↗
via Coastal Equities, Inc. (CRD 23769 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Paul Lee BrokerCheck CRD 5541067 ↗
via Kingswood Capital Partners, LLC (CRD 288898 ↗)

Joyce Thomas BrokerCheck CRD 2713664 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Robert Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Ben Carmona BrokerCheck CRD 5120428 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
David Allred BrokerCheck CRD 2496873 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Daniel Williams BrokerCheck CRD 5293652 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Matthew Poole BrokerCheck CRD 5074516 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Shunsuke Jimmy Fukushi BrokerCheck CRD 4933092 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Brad Watt BrokerCheck CRD 2565438 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Christopher Zehner BrokerCheck CRD 4228224 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Rich Zuvella BrokerCheck CRD 5207826 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

John Doane BrokerCheck CRD 4083486 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Louis Lodato BrokerCheck CRD 1315583 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Brett Clarke BrokerCheck CRD 4777354 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

David Koehler BrokerCheck CRD 4832628 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Robert Davis BrokerCheck CRD 5255982 ↗
via Coastal Equities, Inc. (CRD 23769 ↗)

Peter Stratton BrokerCheck CRD 3276839 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Jeff Lewis BrokerCheck CRD 1744218 ↗
via Advisory Group Equity Services Ltd (CRD 15427 ↗)

Kyle Kadish BrokerCheck CRD 4864706 ↗
via Advisory Group Equity Services Ltd (CRD 15427 ↗)

Nir Regev BrokerCheck CRD 1847410 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Steve Haskell BrokerCheck CRD 6864948 ↗
via FNEX Capital, LLC (CRD 166316 ↗)
EDGAR ↗
Mar 9, 2022 D
CMF II PORTFOLIO EAST BRIDGE, LLC
File 021-436408
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Feb 17, 2022 D
CX Foundry Yards Depositor, LLC
File 021-433976
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Feb 2, 2022 D/A
CX EOS Orlando, DST
File 021-416016
$3,778,417 (est.)$0 (est.)$2,183,478 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Zach Brough BrokerCheck CRD 5674690 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Taylor Garrett BrokerCheck CRD 4829547 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities, LLC (CRD 46147 ↗)

Ed Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Ran Fuchs BrokerCheck CRD 5593133 ↗
via IDB Capital Corp. (CRD 106032 ↗)

John McKeon BrokerCheck CRD 5286647 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Andrew Bagnall BrokerCheck CRD 4331728 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Robert Boggess BrokerCheck CRD 5007422 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Bob Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

James Nagle BrokerCheck CRD 4897449 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

DAI Securities, LLC BrokerCheck CRD 36673 ↗
Mark Rothstein BrokerCheck CRD 1084659 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗
David Funes BrokerCheck CRD 5467419 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Peter Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Amanda Steele BrokerCheck CRD 6566472 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Greg O'Donnell BrokerCheck CRD 2802185 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Bishop BrokerCheck CRD 866202 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Jason Segawa BrokerCheck CRD 4826346 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Rebecca Anderson BrokerCheck CRD 1690531 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Robert Meyer BrokerCheck CRD 5262157 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

John Ledesma BrokerCheck CRD 2379751 ↗
via Emerson Equity LLC (CRD 130032 ↗)

James Armstrong BrokerCheck CRD 2895592 ↗
via Skyway Capital Markets, LLC (CRD 124630 ↗)

The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Jim Lund BrokerCheck CRD 1713921 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Mark Wiacek BrokerCheck CRD 2135299 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Edwin Suzuki BrokerCheck CRD 4851317 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)
EDGAR ↗
Jan 10, 2022 D
CX Station at Clift Farm Depositor, LLC
File 021-428586
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 16, 2021 D/A
CX Multifamily Portfolio, DST
File 021-408557
$6,227,036 (est.)$0 (est.)$3,427,993 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Ed Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Randy Barmache BrokerCheck CRD 4607939 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Deborah Stackpole BrokerCheck CRD 4969850 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Edward Kasperavich BrokerCheck CRD 4970038 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Mike Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Luke Lofman BrokerCheck CRD 5718121 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Jason Vanclef BrokerCheck CRD 5096529 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

David Kangas BrokerCheck CRD 6591398 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Amanda Steele BrokerCheck CRD 6566472 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Quinn Morimoto BrokerCheck CRD 7140545 ↗
via Stax Capital (CRD 300607 ↗)

Brad Watt BrokerCheck CRD 2565438 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Ivan West BrokerCheck CRD 4921015 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

James Raine BrokerCheck CRD 2360466 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Taylor Garrett BrokerCheck CRD 4829547 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Vincent Bailey, Sr. BrokerCheck CRD 1845517 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Peter Roberts BrokerCheck CRD 6982848 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Taylor Armstrong BrokerCheck CRD 6984140 ↗
via Aurora Securities (CRD 46147 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Paul Gruman BrokerCheck CRD 4281475 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Peter Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
David Funes BrokerCheck CRD 5467419 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Robert Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Sandy Simmons BrokerCheck CRD 1018907 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Lawrence Howard BrokerCheck CRD 6451974 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Emerson Equity LLC BrokerCheck CRD 130032 ↗
Robert Boggess BrokerCheck CRD 5007422 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Brian Dolan BrokerCheck CRD 1376601 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

John Bishop BrokerCheck CRD 866202 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Sonya Gotz BrokerCheck CRD 4007918 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Jason Finley BrokerCheck CRD 6602032 ↗
via Stax Capital (CRD 300607 ↗)

Lyndon Grey BrokerCheck CRD 1789083 ↗
via Western International Securities, Inc. (CRD 39262 ↗)

Tim Clairmont BrokerCheck CRD 2847591 ↗
via ClearFP Securities, LLC (CRD 312370 ↗)

Jeffrey Scott BrokerCheck CRD 2277984 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Glen Keen BrokerCheck CRD 1342526 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Robert Meyer BrokerCheck CRD 5262157 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Steven Kolinsky BrokerCheck CRD 1090913 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Jacob Adams BrokerCheck CRD 4975889 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)
EDGAR ↗
Dec 14, 2021 D
Carter Multifamily Growth & Income Fund III, LLC
File 021-424847
$19,000,000 (est.)$0$0Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗EDGAR ↗
Dec 13, 2021 D
CX Cypress McKinney Falls Depositor, LLC
File 021-424613
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 30, 2021 D
CX Liberty Mill Depositor, LLC
File 021-422837
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 5, 2021 D
CX Texas Industrial, DST
File 021-420010
$2,555,498 (est.)$0 (est.)$5,598,396 (est.)
CX Texas Industrial Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,560,821.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Nov 5, 2021 D
CX Alexandria Depositor, LLC
File 021-420002
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 4, 2021 D
CX Highland Depositor, LLC
File 021-415533
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 29, 2021 D
CX Riverstone Depositor, LLC
File 021-415020
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 29, 2021 D
CX Heritage Depositor, LLC
File 021-415010
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 20, 2021 D
CX EOS Orlando Depositor, LLC
File 021-410688
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 20, 2021 D
CX Texas Industrial Depositor, LLC
File 021-410738
$0$0$100,000 (est.)
Expense reimbursement
None listed on this filingEDGAR ↗
Jul 9, 2021 D/A
CX Lullwater at Blair Stone, DST
File 021-395524
$2,519,349 (est.)$0 (est.)$1,547,362 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Betty Friant BrokerCheck CRD 2122446 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via TCFG Wealth Management, LLC (CRD 164152 ↗)

Jacob Adams BrokerCheck CRD 4975889 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Thomas Lewis BrokerCheck CRD 1852386 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Benjamin Carmona BrokerCheck CRD 5120428 ↗
via Emerson Equity, LLC (CRD 130032 ↗)

Robert Meyer BrokerCheck CRD 5262157 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Matthew McFarland BrokerCheck CRD 6675310 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Ed Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Orrin Barrow BrokerCheck CRD 6784158 ↗
via Growth Capital Services (CRD 124658 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Robert Johnson BrokerCheck CRD 4318220 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)
EDGAR ↗
Jun 8, 2021 D
CX Multifamily Portfolio Depositor, LLC
File 021-402059
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Apr 23, 2021 D/A
CX Station at Savannah Quarters, DST
File 021-383665
$1,958,581 (est.)$0 (est.)$1,188,958 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Ivan West BrokerCheck CRD 4921015 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Thomas Shanley BrokerCheck CRD 2127985 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Zach Brough BrokerCheck CRD 5674690 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Benjamin Newhouse BrokerCheck CRD 3105894 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent, LLC (CRD 155155 ↗)

Mike Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Deborah Stackpole BrokerCheck CRD 4969850 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Edward Kasperavich BrokerCheck CRD 4970038 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Rob Johson BrokerCheck CRD 4318220 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Sam Bhushan BrokerCheck CRD 4884717 ↗
via Cabin Securities, Inc. (CRD 137608 ↗)

Steven Kolinsky BrokerCheck CRD 1090913 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Robert Smith BrokerCheck CRD 1412333 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Bradford Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Services Corporation (CRD 104343 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Chad Kolinsky BrokerCheck CRD 6414638 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Peter Dorn BrokerCheck CRD 1089858 ↗
via Cape Securities Inc. (CRD 7072 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

John Bishop BrokerCheck CRD 866202 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)
EDGAR ↗
Apr 22, 2021 D/A
CX Evergreens at Mahan, DST
File 021-388411
$3,125,811 (est.)$0 (est.)$1,717,925 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Roger Boggess BrokerCheck CRD 5007422 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Peter Dorn BrokerCheck CRD 1089858 ↗
via Cape Securities Inc. (CRD 7072 ↗)

Deborah Stackpole BrokerCheck CRD 4969850 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Edward Kasperavich BrokerCheck CRD 4970038 ↗
via Stonecrest Capital Markets, Inc. (CRD 396616 ↗)

Robert Langhorst BrokerCheck CRD 1832998 ↗
via Dempsey Lord Smith, LLC (CRD 141238 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Kyle Cowand BrokerCheck CRD 2317710 ↗
via Coastal Equities, Inc. (CRD 23769 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Betty Friant BrokerCheck CRD 2122446 ↗
via Growth Capital Services (CRD 152550 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Steve Haskell BrokerCheck CRD 6864948 ↗
via Growth Capital Services, Inc. (CRD 152550 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Daniel Williams BrokerCheck CRD 5293652 ↗
via The Strategic Financial Alliance (CRD 126514 ↗)

David Funes BrokerCheck CRD 5467419 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Jacob Adams BrokerCheck CRD 4975889 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mel Hertz BrokerCheck CRD 707875 ↗
via The Strategic Finacial Alliance, Inc. (CRD 126514 ↗)

Peter Roberts BrokerCheck CRD 6982848 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Jammie Avila BrokerCheck CRD 3100097 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

John Harvey BrokerCheck CRD 4227692 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Alex Madden BrokerCheck CRD 7089201 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Rich Zuvella BrokerCheck CRD 5207826 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Roger Sprouse BrokerCheck CRD 5483578 ↗
via Titan Securities (CRD 131392 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Chad Kolinsky BrokerCheck CRD 6414638 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Bradford Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Debra Schleining BrokerCheck CRD 2768752 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via Growth Capital Services, Inc. (CRD 152550 ↗)

John Moriarty BrokerCheck CRD 2720704 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Jennifer Taylor BrokerCheck CRD 5886419 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Vincent Bailey BrokerCheck CRD 1845517 ↗
via Berthel Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Drew Reynolds BrokerCheck CRD 664813 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 1555756 ↗)

Kyle T. Kadish BrokerCheck CRD 4864706 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Patrick Strubbe BrokerCheck CRD 2845724 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Robert Maranghi BrokerCheck CRD 1427485 ↗
via Dempsey Lord Smith, LLC (CRD 141238 ↗)

Tony Nijmeh BrokerCheck CRD 2314585 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Colin Mansfield BrokerCheck CRD 4643275 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Emerson Equity, LLC BrokerCheck CRD 130032 ↗		EDGAR ↗
Apr 1, 2021 D/A
CX Station at Poplar Tent, DST
File 021-379925
$2,555,942 (est.)$0 (est.)$1,570,068 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Amr Tenney BrokerCheck CRD 5506866 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Rob Johnson BrokerCheck CRD 4318220 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Robert Horning BrokerCheck CRD 2311640 ↗
via McDermott Investent Services (CRD 154926 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Brian Akers BrokerCheck CRD 2124313 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Alexander Monk BrokerCheck CRD 6234104 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Ivan West BrokerCheck CRD 4921015 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Thomas Shanley BrokerCheck CRD 2127985 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Rodger Sprouse BrokerCheck CRD 5483578 ↗
via Titan Securities (CRD 131392 ↗)

James Whitson BrokerCheck CRD 1353438 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Thomas Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Bradford Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Services Corporation (CRD 104343 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

David Funes BrokerCheck CRD 5467419 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital, LLC (CRD 300607 ↗)

Robert Smith BrokerCheck CRD 1412333 ↗
via Emerson Equity LLC (CRD 130032 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Karl Suess BrokerCheck CRD 5255922 ↗
via Great Point Capital, LLC (CRD 114203 ↗)

Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
John Moriarty BrokerCheck CRD 2720704 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Jennifer Taylor BrokerCheck CRD 5886419 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)
EDGAR ↗
Mar 23, 2021 D
CMF II GALLERIA PORTFOLIO, LLC
File 021-393123
$660,000 (est.)$0$0
CHIEF EXECUTIVE OFFICER
None listed on this filingEDGAR ↗
Mar 11, 2021 D
CX Lullwater at Blair Stone Depositor, LLC
File 021-391918
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jan 22, 2021 D/A
CX Retreat at the Park, DST
File 021-370421
$1,734,557 (est.)$0 (est.)$2,599,633 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital, LLC (CRD 300607 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital, LLC (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital, LLC (CRD 300607 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Betty Friant BrokerCheck CRD 2122446 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Matthew McFarland BrokerCheck CRD 6675310 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Orrin Barrow BrokerCheck CRD 6784158 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Gene Berman BrokerCheck CRD 6994891 ↗
via Colorado Financial Services Corporation (CRD 104343 ↗)

Jim Lund BrokerCheck CRD 1713921 ↗
via Cabot Lodge Securities, LLC (CRD 159712 ↗)

Timothy Sherer BrokerCheck CRD 833618 ↗
via Emerson Equity, LLC (CRD 130032 ↗)

Ryan Sherer BrokerCheck CRD 5952617 ↗
via Emerson Equity, LLC (CRD 130032 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Kyle Kadish BrokerCheck CRD 4864706 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Alex Madden BrokerCheck CRD 7089201 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

John Harvey BrokerCheck CRD 4227692 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Debra Schleining BrokerCheck CRD 2768752 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Matthew McFarland BrokerCheck CRD 6675310 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Brad Brooks BrokerCheck CRD 1584633 ↗
via Titan Securities (CRD 131392 ↗)

Mark Wiacek BrokerCheck CRD 2135299 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Brian Bradley BrokerCheck CRD 7167899 ↗
via Stax Capital (CRD 300607 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Betty Friant BrokerCheck CRD 2122446 ↗
via Growth Capital Services, Inc. (CRD 152550 ↗)

Howard Davis BrokerCheck CRD 1782118 ↗
via D-Merc Services (CRD 292310 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent, LLC (CRD 155155 ↗)

Bradford Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗		EDGAR ↗
Dec 23, 2020 D
CX Evergreens at Mahan Depositor, LLC
File 021-384188
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 15, 2020 D/A
CX Reagan Crossing, DST
File 021-365153
$1,846,675 (est.)$0 (est.)$1,390,600 (est.)Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent, LLC (CRD 155155 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Jack Michaletz BrokerCheck CRD 5773608 ↗
via DAI Securities, LLC (CRD 36673 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

J. Callaway Halliburton BrokerCheck CRD 407116 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Patrick Healey BrokerCheck CRD 2816003 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Rodger McAlister BrokerCheck CRD 2676623 ↗
via Money Concepts Capital Corp. (CRD 12963 ↗)

James Patrick BrokerCheck CRD 1288261 ↗
via Purshe Kaplan Sterling (CRD 35747 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Brad Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Services Corporation (CRD 104343 ↗)

Kyle Kadish BrokerCheck CRD 4864706 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Richard Goodwin BrokerCheck CRD 2332035 ↗
via Titan Securities (CRD 131392 ↗)

James Parry BrokerCheck CRD 1877092 ↗
via Arkadios Capital (CRD 282710 ↗)

Eric Holtz BrokerCheck CRD 5821492 ↗
via Arkadios Capital (CRD 282710 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Emerson Equity, LLC BrokerCheck CRD 130032 ↗
Betty Friant BrokerCheck CRD 2122446 ↗
via Growth Capital Services, Inc. (CRD 152550 ↗)

Matthew McFarland BrokerCheck CRD 6675310 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Ehud Gerston BrokerCheck CRD 7066119 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Brad Brooks BrokerCheck CRD 1584633 ↗
via Titan Securities (CRD 131392 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Jeffrey Lewis BrokerCheck CRD 1744218 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Kyle Kirwan BrokerCheck CRD 5088691 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗		EDGAR ↗
Dec 7, 2020 D
CMF West & Central US II, LLC
File 021-382384
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 7, 2020 D
CMF Eastern US II, LLC
File 021-382382
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 28, 2020 D
CARTER EXCHANGE BRIDGE EQUITY FUND, LLC
File 021-379110
$3,000,000 (est.)$0$0Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗EDGAR ↗
Sep 25, 2020 D
CX Station at Savannah Quarters Depositor, LLC
File 021-376380
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 10, 2020 D
CX Station at Poplar Tent Depositor, LLC
File 021-375196
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Apr 16, 2020 D
CX Retreat at the Park Depositor, LLC
File 021-365145
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Mar 5, 2020 D
CARTER MULTIFAMILY GROWTH & INCOME FUND II, LLC
File 021-361985
$19,000,000 (est.)$0$0SKYWAY CAPITAL MARKETS LLC BrokerCheck CRD 124630 ↗EDGAR ↗
Nov 4, 2019 D/A
Carter Multifamily Growth & Income Fund, LLC
File 021-310603
$19,000,000 (est.)$0$0Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
Newbridge Securities Corporation BrokerCheck CRD 104065 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Aegis Capital Corp. BrokerCheck CRD 15007 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Corinthian Partners, L.L.C. BrokerCheck CRD 38912 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Chauner Securities, Inc. BrokerCheck CRD 10075 ↗
Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Chalice Capital Partners BrokerCheck CRD 288898 ↗
Skyway Capital Markets, LLC BrokerCheck CRD 124630 ↗
KCD Financial, Inc. BrokerCheck CRD 127473 ↗
INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
PARITER SECURITIES, LLC BrokerCheck CRD 127836 ↗
TITAN SECURITIES BrokerCheck CRD 131392 ↗
ADVISORY GROUP EQUITY SERVICES LTD. BrokerCheck CRD 15427 ↗
ARKADIOS CAPITAL BrokerCheck CRD 282710 ↗
CENTAURUS FINANCIAL, INC. BrokerCheck CRD 30833 ↗
CLARAPHI ADVISORY NETWORK, LLC BrokerCheck CRD 165868 ↗
DEMPSEY LORD SMITH, LLC BrokerCheck CRD 141238 ↗
FORESIGHT WEALTH MANAGEMENT, LLC BrokerCheck CRD 153881 ↗
KALOS CAPITAL, INC. BrokerCheck CRD 44337 ↗
LANDOLT SECURITIES, INC. BrokerCheck CRD 28352 ↗
NI ADVISORS BrokerCheck CRD 134502 ↗
PRESIDENTIAL BROKERAGE, INC. BrokerCheck CRD 28784 ↗
SILVERHAWK ASSET MANAGEMENT, LLC BrokerCheck CRD 167798 ↗
STAINES FINANCIAL, LLC BrokerCheck CRD 299405 ↗
THE STRATEGIC FINANCIAL ALLIANCE, INC. BrokerCheck CRD 126514 ↗
CORNERSTONE WEALTH ADVISORS, INC. BrokerCheck CRD 124947 ↗
WESTPARK CAPITAL, INC. BrokerCheck CRD 39914 ↗
LEGACY WEALTH MANAGEMENT, LLC BrokerCheck CRD 174767 ↗
MONEY CONCEPTS CAPITAL CORP BrokerCheck CRD 12963 ↗
COASTAL EQUITIES, INC. BrokerCheck CRD 23769 ↗
UNCOMMON CAPITAL, LLC BrokerCheck CRD 226622 ↗		EDGAR ↗
Jul 18, 2019 D/A
CX Reagan Crossing Depositor, LLC
File 021-342675
$20,000 (est.)$0$0 (est.)Reginald H Robinson BrokerCheck CRD 1963649 ↗
via Corinthian Partners LLC (CRD 38912 ↗)
EDGAR ↗
Dec 18, 2018 D
CMF Eastern US, LLC
File 021-328239
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 18, 2018 D
CMF West & Central US, LLC
File 021-328242
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Apr 9, 2015 D/A
GULFSHORE BANCSHARES, INC.
File 021-232027
$0$0$0None listed on this filingEDGAR ↗
Jan 14, 2013 D
GULFSHORE BANCSHARES, INC.
File 021-190120
$150,000$0$0Navigant Capital Advisors, LLC BrokerCheck CRD 114155 ↗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 72

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

AR
Other Real Estate · group: E Carter Exchange

AC REIT Investments II, Inc.

Tampa, FL · Dec 17, 2025
  • Dec 17, 2025 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, director.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

AC
Other Real Estate · group: E Carter Exchange

Aphorio Carter Critical Infrastructure Fund II, LLC

Tampa, FL · Mar 20, 2025 → Mar 24, 2025 · 2 filings
  • Mar 24, 2025 · D · $0 sold of $200,000,000 · 0 investors · min. $50,000 · role: Executive Officer (Executive Officer of the Fund.) EDGAR ↗
  • Mar 20, 2025 · D · $0 sold of $200,000,000 · 0 investors · min. $50,000 · role: Executive Officer (Executive officer of the Fund.) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(c) (1,959 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.

CT
Commercial · group: E Carter Exchange

CX Texas Industrial II, DST

Tampa, FL · Jan 16, 2024 → Sep 24, 2024 · 2 filings
  • Sep 24, 2024 · D/A · $2,943,980 sold of $3,496,940 · 31 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer.) EDGAR ↗
  • Jan 16, 2024 · D · $0 sold of $3,496,940 · 0 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer.) EDGAR ↗

Raised $2.94M from 31 investors (84% of the $3.5M target) as of the latest filing. John is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
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: Commercial / 506(c) (2,639 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.

CM
Other Real Estate · group: E Carter Exchange

Carter Multifamily Growth & Income Fund IV, LLC

Tampa, FL · Oct 27, 2022 → Apr 24, 2024 · 2 filings
  • Apr 24, 2024 · D · $0 sold of $200,000,000 · 0 investors · min. $50,000 · role: Director EDGAR ↗
  • Oct 27, 2022 · D · $0 sold of $200,000,000 · 0 investors · min. No minimum reported · role: Director EDGAR ↗

No sales reported yet as of the latest filing. John is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

AC
Other Real Estate · group: E Carter Exchange

Aphorio Carter Critical Infrastructure Fund, LLC

Tampa, FL · Aug 17, 2022 → Jan 16, 2024 · 2 filings
  • Jan 16, 2024 · D/A · $24,162,785 sold of $200,000,000 · 181 investors · min. $50,000 · role: Executive Officer (Executive Officer of the Manager of Issuer.) EDGAR ↗
  • Aug 17, 2022 · D · $0 sold of $200,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Manager of Issuer.) EDGAR ↗

Raised $24.2M from 181 investors (12% of the $200M target) as of the latest filing. John is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(c) (1,959 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.

CR
Other Real Estate · group: E Carter Exchange

CX Residences at Congressional Village, DST

Tampa, FL · Oct 3, 2022 → Dec 26, 2023 · 12 filings
  • Dec 26, 2023 · D/A · $12,763,533 sold of $81,157,487 · 47 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 9, 2023 · D/A · $11,879,159 sold of $81,157,487 · 45 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 3, 2023 · D/A · $9,880,396 sold of $81,157,487 · 38 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 13, 2023 · D/A · $8,427,362 sold of $81,157,487 · 33 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Aug 8, 2023 · D/A · $6,948,935 sold of $81,157,487 · 27 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 24, 2023 · D/A · $6,629,848 sold of $81,157,487 · 25 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 5, 2023 · D/A · $5,312,704 sold of $81,157,487 · 21 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 22, 2023 · D/A · $5,312,704 sold of $81,157,487 · 21 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 8, 2023 · D/A · $4,835,346 sold of $81,157,487 · 19 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 13, 2023 · D/A · $2,622,841 sold of $81,157,487 · 10 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 18, 2022 · D/A · $866,499 sold of $81,157,487 · 5 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 3, 2022 · D · $381,255 sold of $81,157,487 · 3 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $12.8M from 47 investors (16% of the $81.2M target) as of the latest filing. John is listed as executive officer on 12 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(c) (1,959 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.

CM
Other Real Estate · group: E Carter Exchange

CX Mode at Hyattsville, DST

Tampa, FL · Feb 1, 2023 → Nov 30, 2023 · 14 filings
  • Nov 30, 2023 · D/A · $18,325,277 sold of $73,433,727 · 54 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 1, 2023 · D/A · $17,303,244 sold of $73,433,727 · 51 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 1, 2023 · D · $17,303,244 sold of $73,433,727 · 51 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 8, 2023 · D/A · $13,122,034 sold of $73,433,727 · 40 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Aug 16, 2023 · D/A · $10,780,932 sold of $73,433,727 · 35 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Aug 8, 2023 · D/A · $9,205,861 sold of $73,433,727 · 31 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 24, 2023 · D/A · $8,026,206 sold of $73,433,727 · 24 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 13, 2023 · D/A · $7,613,297 sold of $73,433,727 · 22 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 14, 2023 · D/A · $2,823,248 sold of $73,433,727 · 13 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 23, 2023 · D/A · $2,189,637 sold of $73,433,727 · 10 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 8, 2023 · D/A · $1,708,637 sold of $73,433,727 · 8 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 24, 2023 · D/A · $786,431 sold of $73,433,727 · 4 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 13, 2023 · D/A · $716,431 sold of $73,433,727 · 3 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 1, 2023 · D · $516,431 sold of $73,433,727 · 2 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $18.3M from 54 investors (25% of the $73.4M target) as of the latest filing. John is listed as executive officer on 14 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(c) (1,959 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.

CM
Commercial · group: E Carter Exchange

CX Midwest Industrial Logistics, DST

Tampa, FL · Sep 28, 2022 → Nov 28, 2023 · 2 filings
  • Nov 28, 2023 · D/A · $3,823,625 sold of $69,123,000 · 9 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Sep 28, 2022 · D · $0 sold of $69,123,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $3.82M from 9 investors (6% of the $69.1M target) as of the latest filing. John is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
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: Commercial / 506(c) (2,639 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.

CT
Other Real Estate · group: E Carter Exchange

CX Texas Industrial II Depositor, LLC

Tampa, FL · Nov 13, 2023
  • Nov 13, 2023 · D · $0 sold of $3,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Director (Manager and Executive Chairman of the Manager of Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer, director.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CS
Other Real Estate · group: E Carter Exchange

CX Station at Clift Farm, DST

Tampa, FL · Sep 2, 2022 → Nov 1, 2023 · 15 filings
  • Nov 1, 2023 · D/A · $25,015,658 sold of $69,424,166 · 57 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 17, 2023 · D/A · $21,609,308 sold of $69,424,166 · 52 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 4, 2023 · D/A · $20,824,140 sold of $69,424,166 · 50 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 20, 2023 · D/A · $19,762,426 sold of $69,424,166 · 45 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 8, 2023 · D/A · $19,262,769 sold of $69,424,166 · 42 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Aug 10, 2023 · D/A · $16,162,017 sold of $69,424,166 · 36 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 17, 2023 · D/A · $15,052,562 sold of $69,424,166 · 33 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 13, 2023 · D/A · $14,103,355 sold of $69,424,166 · 30 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 24, 2023 · D/A · $9,209,911 sold of $69,424,166 · 25 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 17, 2023 · D/A · $8,578,620 sold of $69,424,166 · 22 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 19, 2023 · D/A · $5,790,545 sold of $69,424,166 · 15 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 5, 2023 · D/A · $5,429,062 sold of $69,424,166 · 13 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 3, 2022 · D/A · $2,916,269 sold of $69,424,166 · 8 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 21, 2022 · D/A · $1,486,700 sold of $69,424,166 · 3 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 2, 2022 · D · $1,386,700 sold of $69,424,166 · 2 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $25M from 57 investors (36% of the $69.4M target) as of the latest filing. John is listed as executive officer on 15 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(c) (1,959 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.

CW
Other Real Estate · group: E Carter Exchange

CMF West & Central US IV, LLC

Tampa, FL · Jul 21, 2023 → Oct 30, 2023 · 2 filings
  • Oct 30, 2023 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Director (Manager on Board of Managers) EDGAR ↗
  • Jul 21, 2023 · D · $0 sold of $8,000,000 · 0 investors · min. $1 · role: Director (Manager on Board of Managers.) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CL
Other Real Estate · group: E Carter Exchange

CX Lively Indigo Run, DST

Tampa, FL · Jul 12, 2022 → Oct 4, 2023 · 18 filings
  • Oct 4, 2023 · D/A · $36,116,265 sold of $103,237,080 · 99 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 13, 2023 · D/A · $26,659,118 sold of $103,237,080 · 70 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 29, 2023 · D/A · $24,234,875 sold of $103,237,080 · 69 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 24, 2023 · D/A · $23,587,113 sold of $103,237,080 · 65 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 10, 2023 · D/A · $22,437,113 sold of $103,237,080 · 61 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 2, 2023 · D/A · $20,504,347 sold of $103,237,080 · 57 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 16, 2023 · D/A · $19,308,547 sold of $103,237,080 · 53 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 2, 2023 · D/A · $16,479,685 sold of $103,237,080 · 49 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 28, 2022 · D/A · $14,140,321 sold of $103,237,080 · 44 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 3, 2022 · D/A · $12,824,097 sold of $103,237,080 · 42 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 14, 2022 · D/A · $11,445,576 sold of $103,237,080 · 38 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 3, 2022 · D/A · $11,244,081 sold of $103,237,080 · 37 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 21, 2022 · D/A · $10,800,022 sold of $103,237,080 · 33 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 6, 2022 · D/A · $9,700,022 sold of $103,237,080 · 31 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Aug 17, 2022 · D/A · $8,640,908 sold of $103,237,080 · 24 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Aug 8, 2022 · D/A · $7,817,255 sold of $103,237,080 · 21 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 25, 2022 · D/A · $2,353,843 sold of $103,237,080 · 12 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 12, 2022 · D · $1,279,178 sold of $103,237,080 · 7 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $36.1M from 99 investors (35% of the $103.2M target) as of the latest filing. John is listed as executive officer on 18 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(c) (1,959 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.

CC
Other Real Estate · group: E Carter Exchange

CX Courts of Avalon, DST

Tampa, FL · Nov 8, 2022 → Aug 31, 2023 · 14 filings
  • Aug 31, 2023 · D/A · $42,832,225 sold of $48,815,934 · 123 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Jun 23, 2023 · D/A · $34,967,557 sold of $48,815,934 · 100 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Jun 6, 2023 · D/A · $27,526,602 sold of $48,815,934 · 86 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • May 17, 2023 · D/A · $25,191,307 sold of $48,815,934 · 77 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • May 8, 2023 · D/A · $18,894,991 sold of $48,815,934 · 59 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Mar 29, 2023 · D/A · $16,265,961 sold of $48,815,934 · 48 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Mar 6, 2023 · D/A · $16,109,961 sold of $48,815,934 · 47 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Jan 25, 2023 · D/A · $12,030,815 sold of $48,815,934 · 34 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Jan 19, 2023 · D/A · $9,536,587 sold of $48,815,934 · 30 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Jan 6, 2023 · D/A · $7,384,065 sold of $48,815,934 · 26 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Dec 22, 2022 · D/A · $4,491,828 sold of $48,815,934 · 17 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Nov 30, 2022 · D/A · $2,871,961 sold of $48,815,934 · 11 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Nov 18, 2022 · D/A · $2,253,117 sold of $48,815,934 · 7 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Nov 8, 2022 · D · $1,204,407 sold of $48,815,934 · 4 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗

Raised $42.8M from 123 investors (88% of the $48.8M target) as of the latest filing. John is listed as executive officer on 14 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(c) (1,959 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.

CO
Other Real Estate · group: E Carter Exchange

CX Owings Mills Multifamily, DST

Tampa, FL · Nov 2, 2022 → Jun 26, 2023 · 6 filings
  • Jun 26, 2023 · D/A · $3,385,042 sold of $73,645,468 · 9 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • May 25, 2023 · D/A · $3,128,274 sold of $73,645,468 · 8 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Feb 10, 2023 · D/A · $2,660,891 sold of $73,645,468 · 5 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Dec 16, 2022 · D/A · $1,603,838 sold of $73,645,468 · 3 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Dec 7, 2022 · D/A · $1,397,911 sold of $73,645,468 · 2 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗
  • Nov 2, 2022 · D · $1,072,911 sold of $73,645,468 · 1 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Sponsor of the Issuer) EDGAR ↗

Raised $3.39M from 9 investors (5% of the $73.6M target) as of the latest filing. John is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CE
Other Real Estate · group: E Carter Exchange

CMF Eastern US III, LLC

Tampa, FL · Dec 19, 2022
  • Dec 19, 2022 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Director (Manager on the Board of Managers.) EDGAR ↗

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

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CW
Other Real Estate · group: E Carter Exchange

CMF West & Central US III, LLC

Tampa, FL · Dec 19, 2022
  • Dec 19, 2022 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Director (Manager on Board of Managers.) EDGAR ↗

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

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

AD
Other Real Estate · group: E Carter Exchange

AC DataCom Digital Infrastructure Investments, Inc.

Tampa, FL · Dec 19, 2022
  • Dec 19, 2022 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Director EDGAR ↗

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

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CM
Other Real Estate · group: E Carter Exchange

CX Mode at Hyattsville Depositor, LLC

Tampa, FL · Oct 28, 2022
  • Oct 28, 2022 · D · $58,500,000 sold of $58,500,000 · 25 investors · min. No minimum reported · role: Executive Officer (Executive Chairman of Manager of the Issuer.) EDGAR ↗

Raised $58.5M from 25 investors (100% of the $58.5M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CI
Commercial · group: E Carter Exchange

CX Industrial Logistics, DST

Tampa, FL · Oct 20, 2022
  • Oct 20, 2022 · D · $32,898,068 sold of $38,581,000 · 99 investors · min. $25,000 · role: Executive Officer EDGAR ↗

Raised $32.9M from 99 investors (85% of the $38.6M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Commercial / 506(b) (6,713 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.

CC
Other Real Estate · group: E Carter Exchange

CX Cypress McKinney Falls, DST

Tampa, FL · May 10, 2022 → Sep 6, 2022 · 8 filings
  • Sep 6, 2022 · D/A · $46,321,308 sold of $46,321,308 · 115 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 25, 2022 · D/A · $44,397,380 sold of $46,321,308 · 105 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 12, 2022 · D/A · $42,673,386 sold of $46,321,308 · 98 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 24, 2022 · D/A · $40,869,027 sold of $46,321,308 · 87 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 10, 2022 · D/A · $36,111,169 sold of $46,321,308 · 80 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 1, 2022 · D/A · $30,369,166 sold of $46,321,308 · 62 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 23, 2022 · D/A · $26,791,282 sold of $46,321,308 · 52 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 10, 2022 · D · $13,800,516 sold of $46,321,308 · 27 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $46.3M from 115 investors (100% of the $46.3M target) as of the latest filing. John is listed as executive officer on 8 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CF
Other Real Estate · group: E Carter Exchange

CX Foundry Yards, DST

Tampa, FL · Apr 1, 2022 → Jul 27, 2022 · 11 filings
  • Jul 27, 2022 · D/A · $51,612,392 sold of $51,612,392 · 122 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 12, 2022 · D/A · $50,400,099 sold of $51,612,392 · 119 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 10, 2022 · D/A · $47,560,000 sold of $51,612,392 · 105 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 1, 2022 · D/A · $45,126,135 sold of $51,612,392 · 98 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 23, 2022 · D/A · $40,421,631 sold of $51,612,392 · 85 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 9, 2022 · D/A · $35,454,592 sold of $51,612,392 · 72 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 2, 2022 · D/A · $31,949,130 sold of $51,612,392 · 67 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 26, 2022 · D/A · $26,943,323 sold of $51,612,392 · 60 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 18, 2022 · D/A · $20,231,334 sold of $51,612,392 · 40 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 8, 2022 · D/A · $18,267,058 sold of $51,612,392 · 31 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 1, 2022 · D · $515,464 sold of $51,612,392 · 1 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $51.6M from 122 investors (100% of the $51.6M target) as of the latest filing. John is listed as executive officer on 11 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CG
Other Real Estate · group: E Carter Exchange

CMF Gateway Rome, LLC

Tampa, FL · Jul 27, 2022
  • Jul 27, 2022 · D · $4,000,000 sold of $6,000,000 · 3 investors · min. No minimum reported · role: Executive Officer (Executive Chairman of the Manager of the Issuer.) EDGAR ↗

Raised $4M from 3 investors (67% of the $6M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CC
Other Real Estate · group: E Carter Exchange

CX Courts of Avalon Depositor, LLC

Tampa, FL · Jul 27, 2022
  • Jul 27, 2022 · D · $0 sold of $36,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Executive Chairman of the Manager of the Issuer.) EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CO
Other Real Estate · group: E Carter Exchange

CX Owings Mills Multifamily Depositor, LLC

Tampa, FL · Jul 26, 2022
  • Jul 26, 2022 · D · $53,050,700 sold of $60,000,000 · 32 investors · min. No minimum reported · role: Executive Officer (Executive Chairman of Manager of the Issuer.) EDGAR ↗

Raised $53.1M from 32 investors (88% of the $60M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CM
Other Real Estate · group: E Carter Exchange

CX Midwest Industrial Logistics Depositor, LLC

Tampa, FL · Jul 18, 2022
  • Jul 18, 2022 · D · $56,000,000 sold of $56,000,000 · 45 investors · min. No minimum reported · role: Executive Officer (Executive Chairman of Manager of Issuer) EDGAR ↗

Raised $56M from 45 investors (100% of the $56M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CE
REITS and Finance · group: E Carter Exchange

Carter Exchange Preferred Redeemable Income Fund II, LLC

Tampa, FL · Jun 16, 2022
  • Jun 16, 2022 · D · $0 sold of $40,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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.

CM
Other Real Estate · group: E Carter Exchange

Carter Multifamily Opportunity Fund, LLC

Tampa, FL · Jun 16, 2022
  • Jun 16, 2022 · D · $0 sold of $100,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CI
Other Real Estate · group: E Carter Exchange

CX Industrial Logistics Depositor, LLC

Tampa, FL · May 25, 2022
  • May 25, 2022 · D · $31,710,000 sold of $31,710,000 · 28 investors · min. No minimum reported · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $31.7M from 28 investors (100% of the $31.7M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CR
Other Real Estate · group: E Carter Exchange

CX Riverstone, DST

Tampa, FL · Feb 2, 2022 → May 23, 2022 · 7 filings
  • May 23, 2022 · D/A · $21,891,829 sold of $21,891,829 · 59 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 1, 2022 · D/A · $21,641,787 sold of $21,891,829 · 58 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 10, 2022 · D/A · $20,641,787 sold of $21,891,829 · 57 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 1, 2022 · D/A · $18,168,883 sold of $21,891,829 · 47 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 22, 2022 · D/A · $16,404,725 sold of $21,891,829 · 40 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 14, 2022 · D/A · $16,268,233 sold of $21,891,829 · 39 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 2, 2022 · D · $5,216,061 sold of $21,891,829 · 11 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $21.9M from 59 investors (100% of the $21.9M target) as of the latest filing. John is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CL
Other Real Estate · group: E Carter Exchange

CX Lively Indigo Run Depositor, LLC

Tampa, FL · May 18, 2022
  • May 18, 2022 · D · $72,684,000 sold of $85,575,000 · 40 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $72.7M from 40 investors (85% of the $85.6M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CH
Other Real Estate · group: E Carter Exchange

CX Heritage, DST

Tampa, FL · Feb 14, 2022 → May 9, 2022 · 8 filings
  • May 9, 2022 · D/A · $26,712,757 sold of $26,712,757 · 65 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 18, 2022 · D/A · $26,677,232 sold of $26,712,757 · 64 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 1, 2022 · D/A · $22,662,473 sold of $26,712,757 · 53 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 21, 2022 · D/A · $19,598,311 sold of $26,712,757 · 45 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 10, 2022 · D/A · $16,652,370 sold of $26,712,757 · 35 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 1, 2022 · D/A · $10,727,107 sold of $26,712,757 · 22 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 22, 2022 · D/A · $6,883,532 sold of $26,712,757 · 17 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 14, 2022 · D · $6,283,532 sold of $26,712,757 · 14 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $26.7M from 65 investors (100% of the $26.7M target) as of the latest filing. John is listed as executive officer on 8 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CR
Commercial · group: E Carter Exchange

CX Ravella at Town Center DST

Tampa, FL · Apr 21, 2022
  • Apr 21, 2022 · D · $0 sold of $51,727,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Commercial / 506(b) (6,713 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.

CA
Other Real Estate · group: E Carter Exchange

CX Alexandria, DST

Tampa, FL · Feb 2, 2022 → Apr 13, 2022 · 8 filings
  • Apr 13, 2022 · D/A · $40,891,252 sold of $40,891,252 · 95 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 1, 2022 · D/A · $39,380,046 sold of $40,891,252 · 93 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 21, 2022 · D/A · $39,046,283 sold of $40,891,252 · 92 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 10, 2022 · D/A · $38,063,283 sold of $40,891,252 · 88 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 1, 2022 · D/A · $31,125,929 sold of $40,891,252 · 66 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 22, 2022 · D/A · $25,970,180 sold of $40,891,252 · 61 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 14, 2022 · D/A · $23,420,818 sold of $40,891,252 · 52 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 2, 2022 · D · $13,346,868 sold of $40,891,252 · 24 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $40.9M from 95 investors (100% of the $40.9M target) as of the latest filing. John is listed as executive officer on 8 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CL
Other Real Estate · group: E Carter Exchange

CX Liberty Mill, DST

Tampa, FL · Dec 29, 2021 → Apr 11, 2022 · 12 filings
  • Apr 11, 2022 · D/A · $65,885,176 sold of $65,885,176 · 131 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 1, 2022 · D/A · $63,473,559 sold of $65,885,176 · 129 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 21, 2022 · D/A · $62,746,205 sold of $65,885,176 · 125 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 10, 2022 · D/A · $61,633,995 sold of $65,885,176 · 122 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 1, 2022 · D/A · $59,050,393 sold of $65,885,176 · 117 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 22, 2022 · D/A · $56,392,601 sold of $65,885,176 · 112 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 14, 2022 · D/A · $55,115,631 sold of $65,885,176 · 106 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 2, 2022 · D/A · $42,158,734 sold of $65,885,176 · 86 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 25, 2022 · D/A · $41,049,006 sold of $65,885,176 · 82 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 19, 2022 · D/A · $35,394,326 sold of $65,885,176 · 74 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 11, 2022 · D/A · $19,870,785 sold of $65,885,176 · 34 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 29, 2021 · D · $7,511,486 sold of $65,885,176 · 9 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $65.9M from 131 investors (100% of the $65.9M target) as of the latest filing. John is listed as executive officer on 12 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CH
Other Real Estate · group: E Carter Exchange

CX Highland, DST

Tampa, FL · Nov 9, 2021 → Apr 1, 2022 · 14 filings
  • Apr 1, 2022 · D/A · $36,155,575 sold of $36,155,575 · 85 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 21, 2022 · D/A · $36,127,366 sold of $36,155,575 · 84 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 22, 2022 · D/A · $35,896,356 sold of $36,155,575 · 82 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 14, 2022 · D/A · $35,656,356 sold of $36,155,575 · 81 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 2, 2022 · D/A · $35,519,956 sold of $36,155,575 · 80 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 19, 2022 · D/A · $34,043,983 sold of $36,155,575 · 76 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 11, 2022 · D/A · $31,139,622 sold of $36,155,575 · 61 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 29, 2021 · D/A · $24,044,035 sold of $36,155,575 · 47 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 22, 2021 · D/A · $18,945,114 sold of $36,155,575 · 29 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 16, 2021 · D/A · $15,124,612 sold of $36,155,575 · 19 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 8, 2021 · D/A · $13,173,727 sold of $36,155,575 · 15 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 2, 2021 · D/A · $9,362,756 sold of $36,155,575 · 9 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 23, 2021 · D/A · $3,811,827 sold of $36,155,575 · 6 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 9, 2021 · D · $3,139,004 sold of $36,155,575 · 2 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $36.2M from 85 investors (100% of the $36.2M target) as of the latest filing. John is listed as executive officer on 14 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CP
REITS and Finance · group: E Carter Exchange

CMF II PORTFOLIO EAST BRIDGE, LLC

Tampa, FL · Mar 9, 2022
  • Mar 9, 2022 · D · $20,000,000 sold of $20,000,000 · 1 investors · min. $500,000 · role: Executive Officer (Director) EDGAR ↗

Raised $20M from 1 investor (100% of the $20M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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.

CF
Other Real Estate · group: E Carter Exchange

CX Foundry Yards Depositor, LLC

Tampa, FL · Feb 17, 2022
  • Feb 17, 2022 · D · $43,002,255 sold of $43,002,255 · 38 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $43M from 38 investors (100% of the $43M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CE
Other Real Estate · group: E Carter Exchange

CX EOS Orlando, DST

Tampa, FL · Oct 7, 2021 → Feb 2, 2022 · 13 filings
  • Feb 2, 2022 · D/A · $40,847,758 sold of $40,847,758 · 122 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 19, 2022 · D/A · $40,744,665 sold of $40,847,758 · 121 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 11, 2022 · D/A · $40,464,665 sold of $40,847,758 · 120 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 22, 2021 · D/A · $36,108,175 sold of $40,847,758 · 103 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 16, 2021 · D/A · $32,168,729 sold of $40,847,758 · 85 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 2, 2021 · D/A · $24,916,989 sold of $40,847,758 · 68 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 23, 2021 · D/A · $20,497,090 sold of $40,847,758 · 57 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 19, 2021 · D/A · $15,312,923 sold of $40,847,758 · 47 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 9, 2021 · D/A · $13,706,558 sold of $40,847,758 · 42 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 29, 2021 · D/A · $11,107,741 sold of $40,847,758 · 33 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 21, 2021 · D/A · $5,603,675 sold of $40,847,758 · 16 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 14, 2021 · D/A · $2,536,410 sold of $40,847,758 · 9 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 7, 2021 · D · $1,316,327 sold of $40,847,758 · 4 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $40.8M from 122 investors (100% of the $40.8M target) as of the latest filing. John is listed as executive officer on 13 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CS
Other Real Estate · group: E Carter Exchange

CX Station at Clift Farm Depositor, LLC

Tampa, FL · Jan 10, 2022
  • Jan 10, 2022 · D · $47,603,000 sold of $47,603,000 · 36 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $47.6M from 36 investors (100% of the $47.6M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(c) (1,959 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.

CM
Other Real Estate · group: E Carter Exchange

CX Multifamily Portfolio, DST

Tampa, FL · Aug 3, 2021 → Dec 16, 2021 · 15 filings
  • Dec 16, 2021 · D/A · $67,319,313 sold of $67,319,313 · 148 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 2, 2021 · D/A · $64,364,028 sold of $67,319,313 · 139 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 23, 2021 · D/A · $62,787,693 sold of $67,319,313 · 133 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 19, 2021 · D/A · $56,848,826 sold of $67,319,313 · 125 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 9, 2021 · D/A · $52,076,926 sold of $67,319,313 · 113 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 29, 2021 · D/A · $44,494,768 sold of $67,319,313 · 95 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 21, 2021 · D/A · $36,145,141 sold of $67,319,313 · 81 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Oct 12, 2021 · D/A · $35,058,834 sold of $67,319,313 · 76 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 30, 2021 · D/A · $31,009,911 sold of $67,319,313 · 61 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 23, 2021 · D/A · $30,055,915 sold of $67,319,313 · 59 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Sep 13, 2021 · D/A · $22,044,879 sold of $67,319,313 · 50 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Aug 30, 2021 · D/A · $18,284,103 sold of $67,319,313 · 40 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Aug 20, 2021 · D/A · $14,811,892 sold of $67,319,313 · 29 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Aug 12, 2021 · D/A · $14,368,803 sold of $67,319,313 · 25 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Aug 3, 2021 · D · $12,064,477 sold of $67,319,313 · 16 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $67.3M from 148 investors (100% of the $67.3M target) as of the latest filing. John is listed as executive officer on 15 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CM
REITS and Finance · group: E Carter Exchange

Carter Multifamily Growth & Income Fund III, LLC

Tampa, FL · Dec 14, 2021
  • Dec 14, 2021 · D · $0 sold of $200,000,000 · 0 investors · min. $50,000 · role: Director EDGAR ↗

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

Latest filing on EDGAR ↗
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.

CC
Other Real Estate · group: E Carter Exchange

CX Cypress McKinney Falls Depositor, LLC

Tampa, FL · Dec 13, 2021
  • Dec 13, 2021 · D · $35,700,000 sold of $35,700,000 · 40 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $35.7M from 40 investors (100% of the $35.7M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CL
Other Real Estate · group: E Carter Exchange

CX Liberty Mill Depositor, LLC

Tampa, FL · Nov 30, 2021
  • Nov 30, 2021 · D · $52,300,000 sold of $52,300,000 · 48 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $52.3M from 48 investors (100% of the $52.3M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CT
Commercial · group: E Carter Exchange

CX Texas Industrial, DST

Tampa, FL · Nov 5, 2021
  • Nov 5, 2021 · D · $0 sold of $27,627,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Commercial / 506(b) (6,713 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.

CA
Other Real Estate · group: E Carter Exchange

CX Alexandria Depositor, LLC

Tampa, FL · Nov 5, 2021
  • Nov 5, 2021 · D · $33,632,000 sold of $33,632,000 · 33 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $33.6M from 33 investors (100% of the $33.6M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CH
Other Real Estate · group: E Carter Exchange

CX Highland Depositor, LLC

Tampa, FL · Oct 4, 2021
  • Oct 4, 2021 · D · $30,160,000 sold of $30,160,000 · 30 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer.) EDGAR ↗

Raised $30.2M from 30 investors (100% of the $30.2M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CR
Other Real Estate · group: E Carter Exchange

CX Riverstone Depositor, LLC

Tampa, FL · Sep 29, 2021
  • Sep 29, 2021 · D · $18,710,000 sold of $18,710,000 · 30 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $18.7M from 30 investors (100% of the $18.7M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CH
Other Real Estate · group: E Carter Exchange

CX Heritage Depositor, LLC

Tampa, FL · Sep 29, 2021
  • Sep 29, 2021 · D · $22,500,000 sold of $22,500,000 · 34 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $22.5M from 34 investors (100% of the $22.5M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CT
Commercial · group: E Carter Exchange

CX Texas Industrial Depositor, LLC

Tampa, FL · Aug 20, 2021
  • Aug 20, 2021 · D · $18,750,000 sold of $23,000,000 · 27 investors · min. $500,000 · role: Executive Officer EDGAR ↗

Raised $18.8M from 27 investors (82% of the $23M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Commercial / 506(b) (6,713 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.

CE
Other Real Estate · group: E Carter Exchange

CX EOS Orlando Depositor, LLC

Tampa, FL · Aug 20, 2021
  • Aug 20, 2021 · D · $33,450,000 sold of $33,450,000 · 47 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $33.5M from 47 investors (100% of the $33.5M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CL
Other Real Estate · group: E Carter Exchange

CX Lullwater at Blair Stone, DST

Tampa, FL · Apr 13, 2021 → Jul 9, 2021 · 11 filings
  • Jul 9, 2021 · D/A · $27,236,208 sold of $27,236,208 · 80 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jul 2, 2021 · D/A · $27,051,208 sold of $27,236,208 · 78 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 23, 2021 · D/A · $26,596,208 sold of $27,236,208 · 74 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jun 8, 2021 · D/A · $26,046,208 sold of $27,236,208 · 72 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 27, 2021 · D/A · $24,499,662 sold of $27,236,208 · 68 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 20, 2021 · D/A · $23,885,654 sold of $27,236,208 · 64 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 13, 2021 · D/A · $22,055,571 sold of $27,236,208 · 58 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • May 6, 2021 · D/A · $20,683,669 sold of $27,236,208 · 51 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 29, 2021 · D/A · $15,719,033 sold of $27,236,208 · 37 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 22, 2021 · D/A · $12,561,564 sold of $27,236,208 · 22 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 13, 2021 · D · $7,182,833 sold of $27,236,208 · 7 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $27.2M from 80 investors (100% of the $27.2M target) as of the latest filing. John is listed as executive officer on 11 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CM
Other Real Estate · group: E Carter Exchange

CX Multifamily Portfolio Depositor, LLC

Tampa, FL · Jun 8, 2021
  • Jun 8, 2021 · D · $60,700,000 sold of $60,700,000 · 42 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $60.7M from 42 investors (100% of the $60.7M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CS
Other Real Estate · group: E Carter Exchange

CX Station at Savannah Quarters, DST

Tampa, FL · Dec 18, 2020 → Apr 23, 2021 · 11 filings
  • Apr 23, 2021 · D/A · $21,173,843 sold of $21,173,843 · 69 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 26, 2021 · D/A · $21,023,843 sold of $21,173,843 · 68 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $20,223,817 sold of $21,173,843 · 66 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 3, 2021 · D/A · $19,613,684 sold of $21,173,843 · 64 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 16, 2021 · D/A · $18,942,301 sold of $21,173,843 · 60 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 3, 2021 · D/A · $16,328,812 sold of $21,173,843 · 51 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 22, 2021 · D/A · $14,104,967 sold of $21,173,843 · 44 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 12, 2021 · D/A · $11,182,645 sold of $21,173,843 · 36 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 30, 2020 · D/A · $9,086,820 sold of $21,173,843 · 28 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 23, 2020 · D/A · $7,943,935 sold of $21,173,843 · 22 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 18, 2020 · D · $3,131,987 sold of $21,173,843 · 9 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $21.2M from 69 investors (100% of the $21.2M target) as of the latest filing. John is listed as executive officer on 11 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CE
Other Real Estate · group: E Carter Exchange

CX Evergreens at Mahan, DST

Tampa, FL · Feb 4, 2021 → Apr 22, 2021 · 11 filings
  • Apr 22, 2021 · D/A · $33,792,545 sold of $33,792,545 · 117 investors · min. $100,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 16, 2021 · D/A · $32,262,846 sold of $33,792,545 · 114 investors · min. $100,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 8, 2021 · D/A · $31,288,371 sold of $33,792,545 · 110 investors · min. $100,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Apr 1, 2021 · D/A · $29,510,410 sold of $33,792,545 · 102 investors · min. $100,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 19, 2021 · D/A · $28,861,992 sold of $33,792,545 · 97 investors · min. $100,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 11, 2021 · D/A · $22,485,468 sold of $33,792,545 · 69 investors · min. $100,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 5, 2021 · D/A · $19,037,295 sold of $33,792,545 · 55 investors · min. $100,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 26, 2021 · D/A · $13,176,351 sold of $33,792,545 · 36 investors · min. $100,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 19, 2021 · D/A · $11,822,686 sold of $33,792,545 · 28 investors · min. $100,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 11, 2021 · D/A · $5,402,528 sold of $33,792,545 · 14 investors · min. $100,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 4, 2021 · D · $2,700,481 sold of $33,792,545 · 7 investors · min. $100,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $33.8M from 117 investors (100% of the $33.8M target) as of the latest filing. John is listed as executive officer on 11 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CS
Other Real Estate · group: E Carter Exchange

CX Station at Poplar Tent, DST

Tampa, FL · Nov 6, 2020 → Apr 1, 2021 · 15 filings
  • Apr 1, 2021 · D/A · $27,631,804 sold of $27,631,804 · 114 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Mar 11, 2021 · D/A · $27,466,856 sold of $27,631,804 · 113 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Feb 11, 2021 · D/A · $26,562,900 sold of $27,631,804 · 110 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 29, 2021 · D/A · $25,286,017 sold of $27,631,804 · 104 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 22, 2021 · D/A · $24,517,625 sold of $27,631,804 · 100 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 15, 2021 · D/A · $23,795,841 sold of $27,631,804 · 96 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Jan 8, 2021 · D/A · $22,210,341 sold of $27,631,804 · 90 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 30, 2020 · D/A · $21,564,938 sold of $27,631,804 · 88 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 23, 2020 · D/A · $20,115,250 sold of $27,631,804 · 81 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 18, 2020 · D/A · $14,584,430 sold of $27,631,804 · 60 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Dec 4, 2020 · D/A · $11,558,716 sold of $27,631,804 · 49 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 25, 2020 · D/A · $9,280,973 sold of $27,631,804 · 37 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 20, 2020 · D/A · $5,481,379 sold of $27,631,804 · 26 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 13, 2020 · D/A · $2,878,374 sold of $27,631,804 · 15 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗
  • Nov 6, 2020 · D · $986,765 sold of $27,631,804 · 4 investors · min. $25,000 · role: Executive Officer (President of the Manager of the Issuer) EDGAR ↗

Raised $27.6M from 114 investors (100% of the $27.6M target) as of the latest filing. John is listed as executive officer on 15 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CG
REITS and Finance · group: E Carter Exchange

CMF II GALLERIA PORTFOLIO, LLC

Tampa, FL · Mar 23, 2021
  • Mar 23, 2021 · D · $0 sold of $22,000,000 · 0 investors · min. $500,000 · role: Director EDGAR ↗

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

Latest filing on EDGAR ↗
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.

CL
Other Real Estate · group: E Carter Exchange

CX Lullwater at Blair Stone Depositor, LLC

Tampa, FL · Mar 11, 2021
  • Mar 11, 2021 · D · $22,000,000 sold of $22,000,000 · 24 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $22M from 24 investors (100% of the $22M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CR
Other Real Estate · group: E Carter Exchange

CX Retreat at the Park, DST

Tampa, FL · Jul 8, 2020 → Jan 22, 2021 · 19 filings
  • Jan 22, 2021 · D/A · $18,708,724 sold of $18,708,724 · 81 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Jan 15, 2021 · D/A · $18,608,724 sold of $18,708,724 · 80 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Dec 30, 2020 · D/A · $18,208,724 sold of $18,708,724 · 79 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Dec 8, 2020 · D/A · $18,160,174 sold of $18,708,724 · 78 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Dec 1, 2020 · D/A · $17,502,915 sold of $18,708,724 · 74 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Nov 19, 2020 · D/A · $15,936,891 sold of $18,708,724 · 69 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Nov 6, 2020 · D/A · $14,670,696 sold of $18,708,724 · 63 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Oct 30, 2020 · D/A · $14,318,352 sold of $18,708,724 · 61 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Oct 16, 2020 · D/A · $13,808,352 sold of $18,708,724 · 59 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Oct 9, 2020 · D/A · $12,210,768 sold of $18,708,724 · 51 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Oct 2, 2020 · D/A · $9,702,881 sold of $18,708,724 · 39 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Sep 25, 2020 · D/A · $8,114,617 sold of $18,708,724 · 32 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Sep 16, 2020 · D/A · $6,593,119 sold of $18,708,724 · 27 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Sep 4, 2020 · D/A · $4,870,920 sold of $18,708,724 · 20 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Aug 26, 2020 · D/A · $4,376,158 sold of $18,708,724 · 15 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Aug 7, 2020 · D/A · $3,976,584 sold of $18,708,724 · 14 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Jul 31, 2020 · D/A · $3,735,574 sold of $18,708,724 · 12 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Jul 21, 2020 · D/A · $2,559,884 sold of $18,708,724 · 5 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗
  • Jul 8, 2020 · D · $190,809 sold of $18,708,724 · 1 investors · min. $25,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $18.7M from 81 investors (100% of the $18.7M target) as of the latest filing. John is listed as executive officer on 19 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CE
Other Real Estate · group: E Carter Exchange

CX Evergreens at Mahan Depositor, LLC

Tampa, FL · Dec 23, 2020
  • Dec 23, 2020 · D · $27,500,000 sold of $27,500,000 · 32 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $27.5M from 32 investors (100% of the $27.5M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CR
Other Real Estate · group: E Carter Exchange

CX Reagan Crossing, DST

Tampa, FL · Apr 16, 2020 → Dec 15, 2020 · 16 filings
  • Dec 15, 2020 · D/A · $19,964,044 sold of $19,964,044 · 69 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Nov 4, 2020 · D/A · $19,828,044 sold of $19,964,044 · 68 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Oct 20, 2020 · D/A · $19,505,637 sold of $19,964,044 · 66 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Oct 7, 2020 · D/A · $19,194,538 sold of $19,964,044 · 64 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Sep 25, 2020 · D/A · $17,608,081 sold of $19,964,044 · 58 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Sep 9, 2020 · D/A · $17,043,091 sold of $19,964,044 · 54 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Aug 26, 2020 · D/A · $15,916,363 sold of $19,964,044 · 48 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Aug 7, 2020 · D/A · $12,849,258 sold of $19,964,044 · 37 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Jul 31, 2020 · D/A · $10,704,391 sold of $19,964,044 · 29 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Jul 24, 2020 · D/A · $9,766,678 sold of $19,964,044 · 25 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Jul 16, 2020 · D/A · $6,189,857 sold of $19,964,044 · 19 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Jul 2, 2020 · D/A · $5,888,358 sold of $19,964,044 · 16 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Jun 17, 2020 · D/A · $5,593,284 sold of $19,964,044 · 15 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • May 15, 2020 · D/A · $3,680,407 sold of $19,964,044 · 11 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Apr 27, 2020 · D/A · $3,221,406 sold of $19,964,044 · 9 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗
  • Apr 16, 2020 · D · $2,777,334 sold of $19,964,044 · 7 investors · min. $25,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering) EDGAR ↗

Raised $20M from 69 investors (100% of the $20M target) as of the latest filing. John is listed as executive officer on 16 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CW
REITS and Finance · group: E Carter Exchange

CMF West & Central US II, LLC

Tampa, FL · Dec 7, 2020
  • Dec 7, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Member of Board of Managers) EDGAR ↗

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

Latest filing on EDGAR ↗
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.

CE
REITS and Finance · group: E Carter Exchange

CMF Eastern US II, LLC

Tampa, FL · Dec 7, 2020
  • Dec 7, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Member of Board of Managers) EDGAR ↗

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

Latest filing on EDGAR ↗
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.

CE
REITS and Finance · group: E Carter Exchange

CARTER EXCHANGE BRIDGE EQUITY FUND, LLC

Tampa, FL · Oct 28, 2020
  • Oct 28, 2020 · D · $0 sold of $100,000,000 · 0 investors · min. $50,000 · role: Director EDGAR ↗

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

Latest filing on EDGAR ↗
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.

CS
Other Real Estate · group: E Carter Exchange

CX Station at Savannah Quarters Depositor, LLC

Tampa, FL · Sep 25, 2020
  • Sep 25, 2020 · D · $17,200,000 sold of $17,200,000 · 24 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $17.2M from 24 investors (100% of the $17.2M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CS
Other Real Estate · group: E Carter Exchange

CX Station at Poplar Tent Depositor, LLC

Tampa, FL · Sep 10, 2020
  • Sep 10, 2020 · D · $21,025,000 sold of $22,000,000 · 32 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $21M from 32 investors (96% of the $22M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CR
Other Real Estate · group: E Carter Exchange

CX Retreat at the Park Depositor, LLC

Tampa, FL · Apr 16, 2020
  • Apr 16, 2020 · D · $14,900,000 sold of $14,900,000 · 6 investors · min. $500,000 · role: Executive Officer (Executive Chairman of the Manager of the Issuer) EDGAR ↗

Raised $14.9M from 6 investors (100% of the $14.9M target) as of the latest filing. John is listed as executive officer.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CM
REITS and Finance · group: E Carter Exchange

CARTER MULTIFAMILY GROWTH & INCOME FUND II, LLC

Tampa, FL · Mar 5, 2020
  • Mar 5, 2020 · D · $0 sold of $200,000,000 · 0 investors · min. $50,000 · role: Director EDGAR ↗

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

Latest filing on EDGAR ↗
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.

CM
REITS and Finance · group: E Carter Exchange

Carter Multifamily Growth & Income Fund, LLC

Tampa, FL · Apr 19, 2018 → Nov 4, 2019 · 4 filings
  • Nov 4, 2019 · D/A · $103,140,519 sold of $200,000,000 · 1,047 investors · min. $50,000 · role: Director (Chairman of the Board of Directors) EDGAR ↗
  • Jul 23, 2018 · D/A · $10,002,277 sold of $200,000,000 · 112 investors · min. $50,000 · role: Director (Chairman of the Board of Directors) EDGAR ↗
  • Jun 4, 2018 · D/A · $6,240,417 sold of $200,000,000 · 62 investors · min. $50,000 · role: Director (Chairman of the Board of Directors) EDGAR ↗
  • Apr 19, 2018 · D · $399,000 sold of $200,000,000 · 5 investors · min. $50,000 · role: Director (Chairman of the Board of Directors) EDGAR ↗

Raised $103.1M from 1,047 investors (52% of the $200M target) as of the latest filing. John is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
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.

CR
Other Real Estate · group: E Carter Exchange

CX Reagan Crossing Depositor, LLC

Tampa, FL · Jun 25, 2019 → Jul 18, 2019 · 2 filings
  • Jul 18, 2019 · D/A · $15,000,000 sold of $15,000,000 · 13 investors · min. $500,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering.) EDGAR ↗
  • Jun 25, 2019 · D · $2,000,000 sold of $15,000,000 · 2 investors · min. $500,000 · role: Executive Officer (Executive Officer of the Sponsor of the Offering.) EDGAR ↗

Raised $15M from 13 investors (100% of the $15M target) as of the latest filing. John is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
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: Other Real Estate / 506(b) (5,033 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.

CW
REITS and Finance · group: E Carter Exchange

CMF West & Central US, LLC

Tampa, FL · Dec 18, 2018
  • Dec 18, 2018 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Member of the Board of Managers) EDGAR ↗

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

Latest filing on EDGAR ↗
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.

CE
REITS and Finance · group: E Carter Exchange

CMF Eastern US, LLC

Tampa, FL · Dec 18, 2018
  • Dec 18, 2018 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director (Member of Board of Managers) EDGAR ↗

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

Latest filing on EDGAR ↗
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.

GB
Commercial Banking

GULFSHORE BANCSHARES, INC.

Tampa, FL · Jan 14, 2013 → Apr 9, 2015 · 3 filings
  • Apr 9, 2015 · D/A · $9,185,424 sold of $9,500,000 · 29 investors · min. $5,000 · role: Director EDGAR ↗
  • Jan 13, 2015 · D · $2,500,000 sold of $7,500,000 · 1 investors · min. $5,000 · role: Director EDGAR ↗
  • Jan 14, 2013 · D · $1,598,136 sold of $25,000,000 · 20 investors · min. $5,000 · role: Director EDGAR ↗

Raised $9.19M from 29 investors (97% of the $9.5M target) as of the latest filing. John is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
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: Commercial Banking / 506(b) (624 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.

Other pages with the same name (15)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • John C. Carter — GA, 16 issuers, Sep 16, 2009 → Jun 23, 2026 · no shared issuer
  • John Dodge Carter — TX, 8 issuers, Mar 14, 2017 → Oct 14, 2025 · no shared issuer
  • John L. Carter — OH, 4 issuers, Mar 4, 2013 → Jul 15, 2022 · no shared issuer
  • John Carter — British Columbia, Canada (as filed: A1), 2 issuers, Apr 19, 2013 → Dec 3, 2025 · no shared issuer
  • John T. Carter — TN, 2 issuers, Nov 17, 2014 → Nov 17, 2014 · no shared issuer
  • John Carter — United Kingdom (as filed: X0), 2 issuers, Apr 13, 2017 → Jan 22, 2020 · no shared issuer
  • JOHN CARTER — CA, 1 issuer, Jan 25, 2010 → Jan 25, 2010 · no shared issuer
  • John Carter — WA, 1 issuer, Oct 14, 2015 → Oct 14, 2015 · no shared issuer
  • John Jacob Carter — UT, 1 issuer, May 3, 2017 → May 3, 2017 · no shared issuer
  • John D. Carter — VA, 1 issuer, Dec 16, 2020 → Dec 16, 2020 · no shared issuer
  • John Adam Carter — NC, 1 issuer, Jul 3, 2023 → Nov 24, 2023 · no shared issuer
  • John S Carter — OH, 1 issuer, Nov 21, 2013 → Nov 21, 2013 · no shared issuer
  • John E. Carter — VA, 1 issuer, Jun 22, 2026 → Jun 22, 2026 · no shared issuer
  • John K. Carter — FL, 1 issuer, Oct 2, 2026 → Oct 2, 2026 · no shared issuer
  • John Carter — OH, 1 issuer, Feb 21, 2014 → Jun 23, 2016 · no shared issuer

People around John 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

EC
Management entity

E. CX Reagan Crossing Manager, LLC

Executive Officer · 16 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX Highland Depositor, LLC

Executive Officer · 14 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX Highland Manager, LLC

Executive Officer · 14 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX EOS Orlando Manager, LLC

Executive Officer · 13 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX EOS Orlando Depositor, LLC

Executive Officer · 13 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX Liberty Mill Depositor, LLC

Executive Officer · 12 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX Liberty Mill Manager, LLC

Executive Officer · 12 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX Foundry Yards Depositor, LLC

Executive Officer · 11 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX Foundry Yards Manager, LLC

Executive Officer · 11 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX Heritage Manager, LLC

Executive Officer · 8 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX Heritage Depositor, LLC

Executive Officer · 8 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX Alexandria Depositor, LLC

Executive Officer · 8 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX Alexandria Manager, LLC

Executive Officer · 8 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

EC
Management entity

E. CX Riverstone Manager, LLC

Executive Officer · 7 shared filings (1 issuer)

Listed on the same filings as John E. Carter. Their page shows their other deals.

The team behind the deals

EC
Sponsor group

E Carter Exchange

74 issuers · 327 filings · $1.68B reported sold · 2009–2025

One team, 74 deal companies. John E. Carter is listed on 71 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 John E. Carter.

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

Adviser registration (Form ADV)

None of the 72 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 1 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to John E. Carter 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 72 issuers this person is listed on — 1 issuer has property records: CX Texas Industrial, DST (1).

Public profiles and social

Websites and social links of the issuers John E. Carter is listed on: none on file. No website or social profile named in CX Lively Indigo Run Depositor, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #154,841 of 374,652 in line (1,312 issuers searched so far). One-tap searches: Look further ↓

Look further

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

Social and web

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

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Hillsborough County FL Clerk (HOVER) ↗Miami-Dade Clerk online case search ↗

Securities regulators

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

Business registries

Florida Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

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