PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 23, 2026, 11:01 PM ET

Sponsor Check › Nexpoint Storage › Issuer

NexPoint Flamingo DST

Other · organized in DELAWARE · formed 2019 · DALLAS, TX · SEC CIK 1804003

Part of sponsor group: Nexpoint Storage (56 issuers, 514 filings) · grouped because: shared people, shared management entity · confidence 80% · Not the same sponsor? Request a correction

27Form D filings
$57,954,558max total sold reported
172investors (max reported)
2020–2021filing years
0new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Mar 19, 2021 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet

Key records

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

1. Lawsuits

Not yet searched.

Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

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

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

Not yet searched.

Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.

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

4. Differences between public sources

No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or its Form ADV) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.

5. Money to insiders and sales commissions

1 of 1 offering reports sales commissions totalling $5,041,021; 0 report finder's fees; 1 reports proceeds to related persons totalling $1,513,459. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Mar 19, 2021 D/A
File 021-361232
$5,041,021 (est.)$0$1,513,459 (est.)
Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Stax Capital BrokerCheck CRD 300607 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Geat Point Capital LLC BrokerCheck CRD 114203 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Integrity Brokerage Services, Inc. BrokerCheck CRD 117589 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Axiom Capital Management Inc. BrokerCheck CRD 26580 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Willow Cove Investment Group, Inc. BrokerCheck CRD 107824 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Advisory Group Equity Services, Ltd. BrokerCheck CRD 15427 ↗
Money Concepts Capital Corp BrokerCheck CRD 12963 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Client One Securities LLC BrokerCheck CRD 152974 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗

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

Property records 0 documents · 0 ownership records · not yet checked

0 recorded documents and 0 ownership records matched to NexPoint Flamingo DST in the sources searched.

Not found in sources searched (no on-demand check has run yet): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c); NYC PLUTO ownership via NYC Open Data (64uk-42ks); Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp); Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and ownership, refreshed monthly); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL, Harris County TX, Dallas County TX (assessor ownership and deed/sale records only); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:01 PM ET. Sources searched: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this issuer (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Counterparties that are not business entities are shown as "an individual (name withheld)"; residential addresses are never shown. Items still in human review are not shown.

Offerings (SEC Form D)

Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.

Offerings at a glance — 1 offering, 27 filings (one row per SEC file number)
File no.Original Form DLatest filingAmendmentsOffered (latest)Sold (latest)Industry (latest)
021-361232Feb 24, 2020 EDGAR ↗Mar 19, 2021 D/A EDGAR ↗26
latest Mar 19, 2021
$58,277,704$57,954,558Other Real Estate

Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.

Mar 19, 2021 D/A Other Real Estate — $57,954,558 sold of $58,277,704 · 172 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 19, 2021 · amends 0001804003-21-000005 ↗
SEC file no. 021-361232 · accession 0001804003-21-000006 · filing 27 of 27 in this offering
Raise progress$57,954,558 sold of $58,277,704 offered (99%) · $323,146 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Mar 19, 2021
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Mar 19, 2021. Most recent amendment for this offering in our index: this filing, Mar 19, 2021.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors172 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL, MT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, MA, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IL, IN, MA, MI, MT, NV, SC, TX, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MI, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL, GA, TX

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV, TX

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CA, CO, FL, NE

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA, CO, IA

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: AK, CA, TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: CA, NJ, NY, OR

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH

Money Concepts Capital Corp — FINRA BrokerCheck CRD 12963 ↗
Solicits in: TX

TCFG Wealth Management, LLC — FINRA BrokerCheck CRD 164153 ↗
Solicits in: CA, NY

Client One Securities LLC — FINRA BrokerCheck CRD 152974 ↗
Solicits in: KS

APW Capital, Inc. — FINRA BrokerCheck CRD 43814 ↗
Solicits in: PA

Cabot Lodge Securities LLC — FINRA BrokerCheck CRD 159712 ↗
Solicits in: GA, IL, SC
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Mar 19, 2021)
Changes vs previous filing
  • total sold: $57,925,208 (Feb 23, 2021) → $57,954,558 (Mar 19, 2021)
  • remaining: $352,496 (Feb 23, 2021) → $323,146 (Mar 19, 2021)
  • investors: 171 (Feb 23, 2021) → 172 (Mar 19, 2021)
Compared with the D/A filed Feb 23, 2021 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 172. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Feb 23, 2021 D/A Other Real Estate — $57,925,208 sold of $58,277,704 · 171 investors EDGAR ↗
FilingForm D/A (amendment) filed Feb 23, 2021 · amends 0001804003-21-000004 ↗
SEC file no. 021-361232 · accession 0001804003-21-000005 · filing 26 of 27 in this offering
Raise progress$57,925,208 sold of $58,277,704 offered (99%) · $352,496 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Feb 23, 2021
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Feb 23, 2021. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors171 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL, MT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, MA, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IL, IN, MA, MI, MT, NV, SC, TX, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MI, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL, GA, TX

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV, TX

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CA, CO, FL, NE

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA, CO, IA

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: AK, CA, TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: CA, NJ, NY, OR

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH

Money Concepts Capital Corp — FINRA BrokerCheck CRD 12963 ↗
Solicits in: TX

TCFG Wealth Management, LLC — FINRA BrokerCheck CRD 164153 ↗
Solicits in: CA, NY

Client One Securities LLC — FINRA BrokerCheck CRD 152974 ↗
Solicits in: KS

APW Capital, Inc. — FINRA BrokerCheck CRD 43814 ↗
Solicits in: PA

Cabot Lodge Securities LLC — FINRA BrokerCheck CRD 159712 ↗
Solicits in: GA, IL
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Feb 23, 2021)
Changes vs previous filing
  • total sold: $55,895,497 (Feb 9, 2021) → $57,925,208 (Feb 23, 2021)
  • remaining: $2,382,207 (Feb 9, 2021) → $352,496 (Feb 23, 2021)
  • investors: 169 (Feb 9, 2021) → 171 (Feb 23, 2021)
Compared with the D/A filed Feb 9, 2021 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 171. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Feb 9, 2021 D/A Other Real Estate — $55,895,497 sold of $58,277,704 · 169 investors EDGAR ↗
FilingForm D/A (amendment) filed Feb 9, 2021 · amends 0001804003-21-000003 ↗
SEC file no. 021-361232 · accession 0001804003-21-000004 · filing 25 of 27 in this offering
Raise progress$55,895,497 sold of $58,277,704 offered (96%) · $2,382,207 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Feb 9, 2021
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Feb 9, 2021. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors169 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL, MT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, MA, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IL, IN, MA, MI, MT, NV, SC, TX, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MI, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL, GA, TX

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV, TX

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CA, CO, FL, NE

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA, CO, IA

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: AK, CA, TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: CA, NJ, NY, OR

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH

Money Concepts Capital Corp — FINRA BrokerCheck CRD 12963 ↗
Solicits in: TX

TCFG Wealth Management, LLC — FINRA BrokerCheck CRD 164153 ↗
Solicits in: CA, NY

Client One Securities LLC — FINRA BrokerCheck CRD 152974 ↗
Solicits in: KS

APW Capital, Inc. — FINRA BrokerCheck CRD 43814 ↗
Solicits in: PA

Cabot Lodge Securities LLC — FINRA BrokerCheck CRD 159712 ↗
Solicits in: GA, IL
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Feb 9, 2021)
Changes vs previous filing
  • total sold: $51,756,774 (Jan 29, 2021) → $55,895,497 (Feb 9, 2021)
  • remaining: $6,520,930 (Jan 29, 2021) → $2,382,207 (Feb 9, 2021)
  • investors: 160 (Jan 29, 2021) → 169 (Feb 9, 2021)
Compared with the D/A filed Jan 29, 2021 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 169. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jan 29, 2021 D/A Other Real Estate — $51,756,774 sold of $58,277,704 · 160 investors EDGAR ↗
FilingForm D/A (amendment) filed Jan 29, 2021 · amends 0001804003-21-000002 ↗
SEC file no. 021-361232 · accession 0001804003-21-000003 · filing 24 of 27 in this offering
Raise progress$51,756,774 sold of $58,277,704 offered (89%) · $6,520,930 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Jan 29, 2021
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Jan 29, 2021. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors160 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL, MT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IL, IN, MA, MI, MT, NV, SC, TX, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MI, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL, TX

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV, TX

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CA, CO, FL, NE

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA, CO, IA

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: AK, CA, TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: CA, NJ, NY, OR

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH

Money Concepts Capital Corp — FINRA BrokerCheck CRD 12963 ↗
Solicits in: TX

TCFG Wealth Management, LLC — FINRA BrokerCheck CRD 164153 ↗
Solicits in: CA, NY

Client One Securities LLC — FINRA BrokerCheck CRD 152974 ↗
Solicits in: KS

APW Capital, Inc. — FINRA BrokerCheck CRD 43814 ↗
Solicits in: PA

Cabot Lodge Securities LLC — FINRA BrokerCheck CRD 159712 ↗
Solicits in: GA, IL
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Jan 29, 2021)
Changes vs previous filing
  • total sold: $50,139,090 (Jan 19, 2021) → $51,756,774 (Jan 29, 2021)
  • remaining: $8,138,614 (Jan 19, 2021) → $6,520,930 (Jan 29, 2021)
  • investors: 153 (Jan 19, 2021) → 160 (Jan 29, 2021)
Compared with the D/A filed Jan 19, 2021 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 160. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jan 19, 2021 D/A Other Real Estate — $50,139,090 sold of $58,277,704 · 153 investors EDGAR ↗
FilingForm D/A (amendment) filed Jan 19, 2021 · amends 0001804003-21-000001 ↗
SEC file no. 021-361232 · accession 0001804003-21-000002 · filing 23 of 27 in this offering
Raise progress$50,139,090 sold of $58,277,704 offered (86%) · $8,138,614 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Jan 19, 2021
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Jan 19, 2021. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors153 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL, MT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IL, IN, MA, MI, MT, NV, SC, TX, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MI, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL, TX

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV, TX

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CA, CO, FL, NE

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA, CO

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: AK, CA, TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: CA, NJ, NY, OR

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH

Money Concepts Capital Corp — FINRA BrokerCheck CRD 12963 ↗
Solicits in: TX

TCFG Wealth Management, LLC — FINRA BrokerCheck CRD 164153 ↗
Solicits in: CA, NY

Client One Securities LLC — FINRA BrokerCheck CRD 152974 ↗
Solicits in: KS

APW Capital, Inc. — FINRA BrokerCheck CRD 43814 ↗
Solicits in: PA

Cabot Lodge Securities LLC — FINRA BrokerCheck CRD 159712 ↗
Solicits in: IL
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Jan 19, 2021)
Changes vs previous filing
  • total sold: $47,427,407 (Jan 6, 2021) → $50,139,090 (Jan 19, 2021)
  • remaining: $10,850,297 (Jan 6, 2021) → $8,138,614 (Jan 19, 2021)
  • investors: 146 (Jan 6, 2021) → 153 (Jan 19, 2021)
Compared with the D/A filed Jan 6, 2021 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 153. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jan 6, 2021 D/A Other Real Estate — $47,427,407 sold of $58,277,704 · 146 investors EDGAR ↗
FilingForm D/A (amendment) filed Jan 6, 2021 · amends 0001804003-20-000020 ↗
SEC file no. 021-361232 · accession 0001804003-21-000001 · filing 22 of 27 in this offering
Raise progress$47,427,407 sold of $58,277,704 offered (81%) · $10,850,297 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Jan 6, 2021
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Jan 6, 2021. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors146 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL, MT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IN, MA, NV, SC, TX, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MI, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL, TX

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV, TX

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CA, CO, FL, NE

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA, CO

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: AK, CA, TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: CA, NJ, NY

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH

Money Concepts Capital Corp — FINRA BrokerCheck CRD 12963 ↗
Solicits in: TX

TCFG Wealth Management, LLC — FINRA BrokerCheck CRD 164153 ↗
Solicits in: CA, NY

Client One Securities LLC — FINRA BrokerCheck CRD 152974 ↗
Solicits in: KS

APW Capital, Inc. — FINRA BrokerCheck CRD 43814 ↗
Solicits in: PA

Cabot Lodge Securities LLC — FINRA BrokerCheck CRD 159712 ↗
Solicits in: IL
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Jan 6, 2021)
Changes vs previous filing
  • total sold: $44,587,414 (Dec 22, 2020) → $47,427,407 (Jan 6, 2021)
  • remaining: $13,690,290 (Dec 22, 2020) → $10,850,297 (Jan 6, 2021)
  • investors: 136 (Dec 22, 2020) → 146 (Jan 6, 2021)
  • sales-compensation recipients added (Jan 6, 2021): Cabot Lodge Securities LLC
Compared with the D/A filed Dec 22, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 146. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Dec 22, 2020 D/A Other Real Estate — $44,587,414 sold of $58,277,704 · 136 investors EDGAR ↗
FilingForm D/A (amendment) filed Dec 22, 2020 · amends 0001804003-20-000019 ↗
SEC file no. 021-361232 · accession 0001804003-20-000020 · filing 21 of 27 in this offering
Raise progress$44,587,414 sold of $58,277,704 offered (77%) · $13,690,290 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Dec 22, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Dec 22, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors136 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL, MT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IN, MA, NV, SC, TX, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MI, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL, TX

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV, TX

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CA, CO, FL

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA, CO

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: AK, CA, TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: CA, NJ, NY

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH

Money Concepts Capital Corp — FINRA BrokerCheck CRD 12963 ↗
Solicits in: TX

TCFG Wealth Management, LLC — FINRA BrokerCheck CRD 164153 ↗
Solicits in: CA

Client One Securities LLC — FINRA BrokerCheck CRD 152974 ↗
Solicits in: KS

APW Capital, Inc. — FINRA BrokerCheck CRD 43814 ↗
Solicits in: PA
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Dec 22, 2020)
Changes vs previous filing
  • total sold: $42,596,963 (Dec 8, 2020) → $44,587,414 (Dec 22, 2020)
  • remaining: $15,680,741 (Dec 8, 2020) → $13,690,290 (Dec 22, 2020)
  • investors: 127 (Dec 8, 2020) → 136 (Dec 22, 2020)
  • sales-compensation recipients added (Dec 22, 2020): APW Capital, Inc.
Compared with the D/A filed Dec 8, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 136. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Dec 8, 2020 D/A Other Real Estate — $42,596,963 sold of $58,277,704 · 127 investors EDGAR ↗
FilingForm D/A (amendment) filed Dec 8, 2020 · amends 0001804003-20-000018 ↗
SEC file no. 021-361232 · accession 0001804003-20-000019 · filing 20 of 27 in this offering
Raise progress$42,596,963 sold of $58,277,704 offered (73%) · $15,680,741 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Dec 8, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Dec 8, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors127 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL, MT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IN, MA, NV, SC, TX, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MI, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CA, CO, FL

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA, CO

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: AK, CA, TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: CA, NJ, NY

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH

Money Concepts Capital Corp — FINRA BrokerCheck CRD 12963 ↗
Solicits in: TX

TCFG Wealth Management, LLC — FINRA BrokerCheck CRD 164153 ↗
Solicits in: CA

Client One Securities LLC — FINRA BrokerCheck CRD 152974 ↗
Solicits in: KS
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Dec 8, 2020)
Changes vs previous filing
  • total sold: $39,593,424 (Nov 24, 2020) → $42,596,963 (Dec 8, 2020)
  • remaining: $18,684,280 (Nov 24, 2020) → $15,680,741 (Dec 8, 2020)
  • investors: 114 (Nov 24, 2020) → 127 (Dec 8, 2020)
  • sales-compensation recipients added (Dec 8, 2020): Client One Securities LLC
Compared with the D/A filed Nov 24, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 127. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Nov 24, 2020 D/A Other Real Estate — $39,593,424 sold of $58,277,704 · 114 investors EDGAR ↗
FilingForm D/A (amendment) filed Nov 24, 2020 · amends 0001804003-20-000017 ↗
SEC file no. 021-361232 · accession 0001804003-20-000018 · filing 19 of 27 in this offering
Raise progress$39,593,424 sold of $58,277,704 offered (68%) · $18,684,280 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Nov 24, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Nov 24, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors114 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL, MT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IN, NV, SC, TX, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CA, CO, FL

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA, CO

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: CA, TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: CA, NJ, NY

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH

Money Concepts Capital Corp — FINRA BrokerCheck CRD 12963 ↗
Solicits in: TX

TCFG Wealth Management, LLC — FINRA BrokerCheck CRD 164153 ↗
Solicits in: CA
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Nov 24, 2020)
Changes vs previous filing
  • total sold: $36,536,669 (Nov 10, 2020) → $39,593,424 (Nov 24, 2020)
  • remaining: $21,741,035 (Nov 10, 2020) → $18,684,280 (Nov 24, 2020)
  • investors: 104 (Nov 10, 2020) → 114 (Nov 24, 2020)
  • sales-compensation recipients added (Nov 24, 2020): TCFG Wealth Management, LLC
Compared with the D/A filed Nov 10, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 114. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Nov 10, 2020 D/A Other Real Estate — $36,536,669 sold of $58,277,704 · 104 investors EDGAR ↗
FilingForm D/A (amendment) filed Nov 10, 2020 · amends 0001804003-20-000016 ↗
SEC file no. 021-361232 · accession 0001804003-20-000017 · filing 18 of 27 in this offering
Raise progress$36,536,669 sold of $58,277,704 offered (63%) · $21,741,035 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Nov 10, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Nov 10, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors104 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IN, NV, SC, TX, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CA, CO, FL

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: CA, TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: CA, NJ, NY

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH

Money Concepts Capital Corp — FINRA BrokerCheck CRD 12963 ↗
Solicits in: TX
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Nov 10, 2020)
Changes vs previous filing
  • total sold: $34,433,683 (Oct 30, 2020) → $36,536,669 (Nov 10, 2020)
  • remaining: $23,844,021 (Oct 30, 2020) → $21,741,035 (Nov 10, 2020)
  • investors: 96 (Oct 30, 2020) → 104 (Nov 10, 2020)
Compared with the D/A filed Oct 30, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 104. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Oct 30, 2020 D/A Other Real Estate — $34,433,683 sold of $58,277,704 · 96 investors EDGAR ↗
FilingForm D/A (amendment) filed Oct 30, 2020 · amends 0001804003-20-000015 ↗
SEC file no. 021-361232 · accession 0001804003-20-000016 · filing 17 of 27 in this offering
Raise progress$34,433,683 sold of $58,277,704 offered (59%) · $23,844,021 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Oct 30, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Oct 30, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors96 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IN, NV, SC, TX, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CO

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: CA, TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: NJ, NY

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH

Money Concepts Capital Corp — FINRA BrokerCheck CRD 12963 ↗
Solicits in: TX
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Oct 30, 2020)
Changes vs previous filing
  • total sold: $30,694,835 (Oct 6, 2020) → $34,433,683 (Oct 30, 2020)
  • remaining: $27,582,869 (Oct 6, 2020) → $23,844,021 (Oct 30, 2020)
  • investors: 90 (Oct 6, 2020) → 96 (Oct 30, 2020)
  • sales-compensation recipients added (Oct 30, 2020): Money Concepts Capital Corp
Compared with the D/A filed Oct 6, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 96. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Oct 6, 2020 D/A Other Real Estate — $30,694,835 sold of $58,277,704 · 90 investors EDGAR ↗
FilingForm D/A (amendment) filed Oct 6, 2020 · amends 0001804003-20-000014 ↗
SEC file no. 021-361232 · accession 0001804003-20-000015 · filing 16 of 27 in this offering
Raise progress$30,694,835 sold of $58,277,704 offered (53%) · $27,582,869 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Oct 6, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Oct 6, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors90 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: AK, CA, FL, IN, NV, SC, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CO

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: NJ, NY

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA

Advisory Group Equity Services, Ltd. — FINRA BrokerCheck CRD 15427 ↗
Solicits in: MA, NH
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Oct 6, 2020)
Changes vs previous filing
  • total sold: $28,828,275 (Sep 24, 2020) → $30,694,835 (Oct 6, 2020)
  • remaining: $29,449,429 (Sep 24, 2020) → $27,582,869 (Oct 6, 2020)
  • investors: 79 (Sep 24, 2020) → 90 (Oct 6, 2020)
  • sales-compensation recipients added (Oct 6, 2020): Advisory Group Equity Services, Ltd.
Compared with the D/A filed Sep 24, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 90. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Sep 24, 2020 D/A Other Real Estate — $28,828,275 sold of $58,277,704 · 79 investors EDGAR ↗
FilingForm D/A (amendment) filed Sep 24, 2020 · amends 0001804003-20-000013 ↗
SEC file no. 021-361232 · accession 0001804003-20-000014 · filing 15 of 27 in this offering
Raise progress$28,828,275 sold of $58,277,704 offered (49%) · $29,449,429 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Sep 24, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Sep 24, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors79 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA, OR

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, FL, IN, NV, SC, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA, MO

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CA, CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CO

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: NJ, NY

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA

JRL Capital Corporation — FINRA BrokerCheck CRD 10225 ↗
Solicits in: CA
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Sep 24, 2020)
Changes vs previous filing
  • total sold: $21,752,451 (Sep 9, 2020) → $28,828,275 (Sep 24, 2020)
  • remaining: $36,525,253 (Sep 9, 2020) → $29,449,429 (Sep 24, 2020)
  • investors: 68 (Sep 9, 2020) → 79 (Sep 24, 2020)
  • sales-compensation recipients added (Sep 24, 2020): JRL Capital Corporation
Compared with the D/A filed Sep 9, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 79. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Sep 9, 2020 D/A Other Real Estate — $21,752,451 sold of $58,277,704 · 68 investors EDGAR ↗
FilingForm D/A (amendment) filed Sep 9, 2020 · amends 0001804003-20-000012 ↗
SEC file no. 021-361232 · accession 0001804003-20-000013 · filing 14 of 27 in this offering
Raise progress$21,752,451 sold of $58,277,704 offered (37%) · $36,525,253 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Sep 9, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Sep 9, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors68 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV, SC, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CO

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: NY

Willow Cove Investment Group, Inc. — FINRA BrokerCheck CRD 107824 ↗
Solicits in: CA

DAI Securities, LLC — FINRA BrokerCheck CRD 36673 ↗
Solicits in: NH

Purshe Kaplan Sterling Investments — FINRA BrokerCheck CRD 35747 ↗
Solicits in: CA
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Sep 9, 2020)
Changes vs previous filing
  • total sold: $18,371,120 (Aug 26, 2020) → $21,752,451 (Sep 9, 2020)
  • remaining: $39,906,584 (Aug 26, 2020) → $36,525,253 (Sep 9, 2020)
  • investors: 61 (Aug 26, 2020) → 68 (Sep 9, 2020)
  • sales-compensation recipients added (Sep 9, 2020): Willow Cove Investment Group, Inc., DAI Securities, LLC, Purshe Kaplan Sterling Investments
Compared with the D/A filed Aug 26, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 68. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Aug 26, 2020 D/A Other Real Estate — $18,371,120 sold of $58,277,704 · 61 investors EDGAR ↗
FilingForm D/A (amendment) filed Aug 26, 2020 · amends 0001804003-20-000011 ↗
SEC file no. 021-361232 · accession 0001804003-20-000012 · filing 13 of 27 in this offering
Raise progress$18,371,120 sold of $58,277,704 offered (32%) · $39,906,584 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Aug 26, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Aug 26, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors61 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV, SC, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ, CO

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN

Growth Capital Services, Inc. — FINRA BrokerCheck CRD 124658 ↗
Solicits in: TX

Whitehall-Parker Securities, Inc. — FINRA BrokerCheck CRD 10608 ↗
Solicits in: NY
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Aug 26, 2020)
Changes vs previous filing
  • total sold: $14,379,351 (Aug 10, 2020) → $18,371,120 (Aug 26, 2020)
  • remaining: $43,898,353 (Aug 10, 2020) → $39,906,584 (Aug 26, 2020)
  • investors: 55 (Aug 10, 2020) → 61 (Aug 26, 2020)
  • sales-compensation recipients added (Aug 26, 2020): Growth Capital Services, Inc., Whitehall-Parker Securities, Inc.
Compared with the D/A filed Aug 10, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 61. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Aug 10, 2020 D/A Other Real Estate — $14,379,351 sold of $58,277,704 · 55 investors EDGAR ↗
FilingForm D/A (amendment) filed Aug 10, 2020 · amends 0001804003-20-000010 ↗
SEC file no. 021-361232 · accession 0001804003-20-000011 · filing 12 of 27 in this offering
Raise progress$14,379,351 sold of $58,277,704 offered (25%) · $43,898,353 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Aug 10, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Aug 10, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors55 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT, FL

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV, SC, UT, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA

Axiom Capital Management Inc. — FINRA BrokerCheck CRD 26580 ↗
Solicits in: MN
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Aug 10, 2020)
Changes vs previous filing
  • total sold: $13,232,778 (Jul 28, 2020) → $14,379,351 (Aug 10, 2020)
  • remaining: $45,044,926 (Jul 28, 2020) → $43,898,353 (Aug 10, 2020)
  • investors: 50 (Jul 28, 2020) → 55 (Aug 10, 2020)
  • sales-compensation recipients added (Aug 10, 2020): Axiom Capital Management Inc.
Compared with the D/A filed Jul 28, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 55. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jul 28, 2020 D/A Other Real Estate — $13,232,778 sold of $58,277,704 · 50 investors EDGAR ↗
FilingForm D/A (amendment) filed Jul 28, 2020 · amends 0001804003-20-000009 ↗
SEC file no. 021-361232 · accession 0001804003-20-000010 · filing 11 of 27 in this offering
Raise progress$13,232,778 sold of $58,277,704 offered (23%) · $45,044,926 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Jul 28, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Jul 28, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors50 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV, SC, WA, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL

Berthel Fisher & Company Financial Services, Inc. — FINRA BrokerCheck CRD 13609 ↗
Solicits in: CA
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Jul 28, 2020)
Changes vs previous filing
  • total sold: $11,313,400 (Jul 9, 2020) → $13,232,778 (Jul 28, 2020)
  • remaining: $46,964,304 (Jul 9, 2020) → $45,044,926 (Jul 28, 2020)
  • investors: 44 (Jul 9, 2020) → 50 (Jul 28, 2020)
  • sales-compensation recipients added (Jul 28, 2020): Berthel Fisher & Company Financial Services, Inc.
Compared with the D/A filed Jul 9, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 50. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jul 9, 2020 D/A Other Real Estate — $11,313,400 sold of $58,277,704 · 44 investors EDGAR ↗
FilingForm D/A (amendment) filed Jul 9, 2020 · amends 0001804003-20-000008 ↗
SEC file no. 021-361232 · accession 0001804003-20-000009 · filing 10 of 27 in this offering
Raise progress$11,313,400 sold of $58,277,704 offered (19%) · $46,964,304 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Jul 9, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Jul 9, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors44 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV, SC, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Jul 9, 2020)
Changes vs previous filing
  • total sold: $11,102,376 (Jun 16, 2020) → $11,313,400 (Jul 9, 2020)
  • remaining: $47,175,328 (Jun 16, 2020) → $46,964,304 (Jul 9, 2020)
  • investors: 43 (Jun 16, 2020) → 44 (Jul 9, 2020)
Compared with the D/A filed Jun 16, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 44. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Jun 16, 2020 D/A Other Real Estate — $11,102,376 sold of $58,277,704 · 43 investors EDGAR ↗
FilingForm D/A (amendment) filed Jun 16, 2020 · amends 0001804003-20-000007 ↗
SEC file no. 021-361232 · accession 0001804003-20-000008 · filing 9 of 27 in this offering
Raise progress$11,102,376 sold of $58,277,704 offered (19%) · $47,175,328 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Jun 16, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Jun 16, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors43 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV, SC, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Jun 16, 2020)
Changes vs previous filing
  • total sold: $10,827,376 (May 29, 2020) → $11,102,376 (Jun 16, 2020)
  • remaining: $47,450,328 (May 29, 2020) → $47,175,328 (Jun 16, 2020)
  • investors: 42 (May 29, 2020) → 43 (Jun 16, 2020)
Compared with the D/A filed May 29, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 43. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 29, 2020 D/A Other Real Estate — $10,827,376 sold of $58,277,704 · 42 investors EDGAR ↗
FilingForm D/A (amendment) filed May 29, 2020 · amends 0001803518-20-000004 ↗
SEC file no. 021-361232 · accession 0001804003-20-000007 · filing 8 of 27 in this offering
Raise progress$10,827,376 sold of $58,277,704 offered (19%) · $47,450,328 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: May 29, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated May 29, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors42 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV, SC, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ

Metropolitan Capital Investment Banc, Inc. — FINRA BrokerCheck CRD 148820 ↗
Solicits in: IL
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (May 29, 2020)
Changes vs previous filing
  • total sold: $10,230,376 (May 15, 2020) → $10,827,376 (May 29, 2020)
  • remaining: $48,047,328 (May 15, 2020) → $47,450,328 (May 29, 2020)
  • investors: 40 (May 15, 2020) → 42 (May 29, 2020)
  • sales-compensation recipients added (May 29, 2020): Metropolitan Capital Investment Banc, Inc.
Compared with the D/A filed May 15, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 42. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
May 15, 2020 D/A Other Real Estate — $10,230,376 sold of $58,277,704 · 40 investors EDGAR ↗
FilingForm D/A (amendment) filed May 15, 2020 · amends 0001804003-20-000006 ↗
SEC file no. 021-361232 · accession 0001803518-20-000004 · filing 7 of 27 in this offering
Raise progress$10,230,376 sold of $58,277,704 offered (18%) · $48,047,328 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: May 15, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated May 15, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors40 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV, WV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (May 15, 2020)
Changes vs previous filing
  • total sold: $9,530,375 (Apr 22, 2020) → $10,230,376 (May 15, 2020)
  • remaining: $48,747,329 (Apr 22, 2020) → $48,047,328 (May 15, 2020)
  • investors: 38 (Apr 22, 2020) → 40 (May 15, 2020)
Compared with the D/A filed Apr 22, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 40. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Apr 22, 2020 D/A Other Real Estate — $9,530,375 sold of $58,277,704 · 38 investors EDGAR ↗
FilingForm D/A (amendment) filed Apr 22, 2020 · amends 0001804003-20-000005 ↗
SEC file no. 021-361232 · accession 0001804003-20-000006 · filing 6 of 27 in this offering
Raise progress$9,530,375 sold of $58,277,704 offered (16%) · $48,747,329 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Apr 22, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Apr 22, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors38 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA

Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗
Solicits in: AZ
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Apr 22, 2020)
Changes vs previous filing
  • sales-compensation recipients added (Apr 22, 2020): Emerson Equity LLC
Compared with the D/A filed Apr 22, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 38. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Apr 22, 2020 D/A Other Real Estate — $9,530,375 sold of $58,277,704 · 38 investors EDGAR ↗
FilingForm D/A (amendment) filed Apr 22, 2020 · amends 0001804003-20-000004 ↗
SEC file no. 021-361232 · accession 0001804003-20-000005 · filing 5 of 27 in this offering
Raise progress$9,530,375 sold of $58,277,704 offered (16%) · $48,747,329 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Apr 22, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Apr 22, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors38 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO, NV

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Apr 22, 2020)
Changes vs previous filing
  • total sold: $8,835,307 (Apr 7, 2020) → $9,530,375 (Apr 22, 2020)
  • remaining: $49,442,397 (Apr 7, 2020) → $48,747,329 (Apr 22, 2020)
  • investors: 35 (Apr 7, 2020) → 38 (Apr 22, 2020)
Compared with the D/A filed Apr 7, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 38. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Apr 7, 2020 D/A Other Real Estate — $8,835,307 sold of $58,277,704 · 35 investors EDGAR ↗
FilingForm D/A (amendment) filed Apr 7, 2020 · amends 0001804003-20-000003 ↗
SEC file no. 021-361232 · accession 0001804003-20-000004 · filing 4 of 27 in this offering
Raise progress$8,835,307 sold of $58,277,704 offered (15%) · $49,442,397 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Apr 7, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Apr 7, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors35 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: CO, FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA

Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗
Solicits in: TX

Capulent LLC — FINRA BrokerCheck CRD 155155 ↗
Solicits in: MO

Crown Capital Securities, L.P. — FINRA BrokerCheck CRD 6312 ↗
Solicits in: CA
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Apr 7, 2020)
Changes vs previous filing
  • total sold: $7,481,500 (Mar 24, 2020) → $8,835,307 (Apr 7, 2020)
  • remaining: $50,796,204 (Mar 24, 2020) → $49,442,397 (Apr 7, 2020)
  • investors: 28 (Mar 24, 2020) → 35 (Apr 7, 2020)
  • sales-compensation recipients added (Apr 7, 2020): Ameritas Investment Company, LLC, Capulent LLC, Crown Capital Securities, L.P.
Compared with the D/A filed Mar 24, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 35. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 24, 2020 D/A Other Real Estate — $7,481,500 sold of $58,277,704 · 28 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 24, 2020 · amends 0001804003-20-000002 ↗
SEC file no. 021-361232 · accession 0001804003-20-000003 · filing 3 of 27 in this offering
Raise progress$7,481,500 sold of $58,277,704 offered (13%) · $50,796,204 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Mar 24, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Mar 24, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors28 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: FL, IL, NY

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA

Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗
Solicits in: CA, IN, NV

DFPG Investments, LLC — FINRA BrokerCheck CRD 155576 ↗
Solicits in: NY

Wealthforge Securities, LLC — FINRA BrokerCheck CRD 152550 ↗
Solicits in: CA

Thornhill Securities, Inc. — FINRA BrokerCheck CRD 22333 ↗
Solicits in: FL

Integrity Brokerage Services, Inc. — FINRA BrokerCheck CRD 117589 ↗
Solicits in: CA
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Mar 24, 2020)
Changes vs previous filing
  • total sold: $3,522,031 (Mar 10, 2020) → $7,481,500 (Mar 24, 2020)
  • remaining: $54,755,673 (Mar 10, 2020) → $50,796,204 (Mar 24, 2020)
  • investors: 13 (Mar 10, 2020) → 28 (Mar 24, 2020)
  • sales-compensation recipients added (Mar 24, 2020): Concorde Investment Services, LLC, DFPG Investments, LLC, Wealthforge Securities, LLC, Thornhill Securities, Inc., Integrity Brokerage Services, Inc.
Compared with the D/A filed Mar 10, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 28. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Mar 10, 2020 D/A Other Real Estate — $3,522,031 sold of $58,277,704 · 13 investors EDGAR ↗
FilingForm D/A (amendment) filed Mar 10, 2020 · amends 0001804003-20-000001 ↗
SEC file no. 021-361232 · accession 0001804003-20-000002 · filing 2 of 27 in this offering
Raise progress$3,522,031 sold of $58,277,704 offered (6%) · $54,755,673 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Original Form D filed: Feb 24, 2020 (5 days after first sale) · This amendment (Form D/A) filed: Mar 10, 2020
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. This filing is an amendment dated Mar 10, 2020. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors13 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: AZ, CA, FL, NV

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CA, CT

Geat Point Capital LLC — FINRA BrokerCheck CRD 114203 ↗
Solicits in: IL

McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗
Solicits in: CA
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt Goetz, Authorized Signatory of the Issuer (Mar 10, 2020)
Changes vs previous filing
  • total sold: $1,344,672 (Feb 24, 2020) → $3,522,031 (Mar 10, 2020)
  • remaining: $56,933,032 (Feb 24, 2020) → $54,755,673 (Mar 10, 2020)
  • investors: 4 (Feb 24, 2020) → 13 (Mar 10, 2020)
  • sales-compensation recipients added (Mar 10, 2020): Geat Point Capital LLC, McDermott Investment Services, LLC
Compared with the D filed Feb 24, 2020 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 13. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Feb 24, 2020 D Other Real Estate — $1,344,672 sold of $58,277,704 · 4 investors EDGAR ↗
FilingForm D filed Feb 24, 2020
SEC file no. 021-361232 · accession 0001804003-20-000001 · filing 1 of 27 in this offering
Raise progress$1,344,672 sold of $58,277,704 offered (2%) · $56,933,032 remaining · first sale Feb 19, 2020
Issuer's note: Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Filing timingDate of first sale: Feb 19, 2020 · Form D filed: Feb 24, 2020 (5 days after first sale)
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Time since first sale2,439 days (6.7 years)
Annual amendmentsIssuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Mar 19, 2021 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors4 total · issuer reported no non-accredited investors
Exemption claimedRule 506(b) — no general advertising; up to 35 non-accredited investors allowed
Minimum investment accepted$100,000
Securities offeredEquity
Entity detailsOrganized in DELAWARE · formed 2019 · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryOther Real Estate
Who is paid to sell itStax Capital — FINRA BrokerCheck CRD 300607 ↗
Solicits in: CA, FL

Lightpath Capital, Inc. — FINRA BrokerCheck CRD 34617 ↗
Solicits in: CT
Money to insidersSales commissions: $5,041,021 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $1,513,459 (est.)
Issuer's note: Item 16 is an estimate of offering expenses that may accrue to one or more Related Persons.
Signed byMatt McGraner, Authorized Signatory of the Issuer (Feb 24, 2020)
Market contextMinimum investment: $100,000. Typical range for similar offerings: $15,000–$100,000.
Offering size: $58,277,704. Typical range: $2,250,000–$16,950,000.
Investors: 4. Typical range: 5–32.
"Similar" = Other Real Estate, Rule 506(b). Based on 5,033 Form D filings 2021–2026 in the same industry and exemption (Other Real Estate, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 3,594, offering size 4,247, investors 3,510. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Amendment history — 26 amendments on this page, each compared with the filing before it in the same offering
Amendment filedFile no.Compared withWhat changed (both values as filed)
Mar 19, 2021 EDGAR ↗021-361232Feb 23, 2021 D/Atotal sold: $57,925,208 (Feb 23, 2021) → $57,954,558 (Mar 19, 2021) · remaining: $352,496 (Feb 23, 2021) → $323,146 (Mar 19, 2021) · investors: 171 (Feb 23, 2021) → 172 (Mar 19, 2021)
Feb 23, 2021 EDGAR ↗021-361232Feb 9, 2021 D/Atotal sold: $55,895,497 (Feb 9, 2021) → $57,925,208 (Feb 23, 2021) · remaining: $2,382,207 (Feb 9, 2021) → $352,496 (Feb 23, 2021) · investors: 169 (Feb 9, 2021) → 171 (Feb 23, 2021)
Feb 9, 2021 EDGAR ↗021-361232Jan 29, 2021 D/Atotal sold: $51,756,774 (Jan 29, 2021) → $55,895,497 (Feb 9, 2021) · remaining: $6,520,930 (Jan 29, 2021) → $2,382,207 (Feb 9, 2021) · investors: 160 (Jan 29, 2021) → 169 (Feb 9, 2021)
Jan 29, 2021 EDGAR ↗021-361232Jan 19, 2021 D/Atotal sold: $50,139,090 (Jan 19, 2021) → $51,756,774 (Jan 29, 2021) · remaining: $8,138,614 (Jan 19, 2021) → $6,520,930 (Jan 29, 2021) · investors: 153 (Jan 19, 2021) → 160 (Jan 29, 2021)
Jan 19, 2021 EDGAR ↗021-361232Jan 6, 2021 D/Atotal sold: $47,427,407 (Jan 6, 2021) → $50,139,090 (Jan 19, 2021) · remaining: $10,850,297 (Jan 6, 2021) → $8,138,614 (Jan 19, 2021) · investors: 146 (Jan 6, 2021) → 153 (Jan 19, 2021)
Jan 6, 2021 EDGAR ↗021-361232Dec 22, 2020 D/Atotal sold: $44,587,414 (Dec 22, 2020) → $47,427,407 (Jan 6, 2021) · remaining: $13,690,290 (Dec 22, 2020) → $10,850,297 (Jan 6, 2021) · investors: 136 (Dec 22, 2020) → 146 (Jan 6, 2021) · and 1 more (open the filing above)
Dec 22, 2020 EDGAR ↗021-361232Dec 8, 2020 D/Atotal sold: $42,596,963 (Dec 8, 2020) → $44,587,414 (Dec 22, 2020) · remaining: $15,680,741 (Dec 8, 2020) → $13,690,290 (Dec 22, 2020) · investors: 127 (Dec 8, 2020) → 136 (Dec 22, 2020) · and 1 more (open the filing above)
Dec 8, 2020 EDGAR ↗021-361232Nov 24, 2020 D/Atotal sold: $39,593,424 (Nov 24, 2020) → $42,596,963 (Dec 8, 2020) · remaining: $18,684,280 (Nov 24, 2020) → $15,680,741 (Dec 8, 2020) · investors: 114 (Nov 24, 2020) → 127 (Dec 8, 2020) · and 1 more (open the filing above)
Nov 24, 2020 EDGAR ↗021-361232Nov 10, 2020 D/Atotal sold: $36,536,669 (Nov 10, 2020) → $39,593,424 (Nov 24, 2020) · remaining: $21,741,035 (Nov 10, 2020) → $18,684,280 (Nov 24, 2020) · investors: 104 (Nov 10, 2020) → 114 (Nov 24, 2020) · and 1 more (open the filing above)
Nov 10, 2020 EDGAR ↗021-361232Oct 30, 2020 D/Atotal sold: $34,433,683 (Oct 30, 2020) → $36,536,669 (Nov 10, 2020) · remaining: $23,844,021 (Oct 30, 2020) → $21,741,035 (Nov 10, 2020) · investors: 96 (Oct 30, 2020) → 104 (Nov 10, 2020)
Oct 30, 2020 EDGAR ↗021-361232Oct 6, 2020 D/Atotal sold: $30,694,835 (Oct 6, 2020) → $34,433,683 (Oct 30, 2020) · remaining: $27,582,869 (Oct 6, 2020) → $23,844,021 (Oct 30, 2020) · investors: 90 (Oct 6, 2020) → 96 (Oct 30, 2020) · and 1 more (open the filing above)
Oct 6, 2020 EDGAR ↗021-361232Sep 24, 2020 D/Atotal sold: $28,828,275 (Sep 24, 2020) → $30,694,835 (Oct 6, 2020) · remaining: $29,449,429 (Sep 24, 2020) → $27,582,869 (Oct 6, 2020) · investors: 79 (Sep 24, 2020) → 90 (Oct 6, 2020) · and 1 more (open the filing above)
Sep 24, 2020 EDGAR ↗021-361232Sep 9, 2020 D/Atotal sold: $21,752,451 (Sep 9, 2020) → $28,828,275 (Sep 24, 2020) · remaining: $36,525,253 (Sep 9, 2020) → $29,449,429 (Sep 24, 2020) · investors: 68 (Sep 9, 2020) → 79 (Sep 24, 2020) · and 1 more (open the filing above)
Sep 9, 2020 EDGAR ↗021-361232Aug 26, 2020 D/Atotal sold: $18,371,120 (Aug 26, 2020) → $21,752,451 (Sep 9, 2020) · remaining: $39,906,584 (Aug 26, 2020) → $36,525,253 (Sep 9, 2020) · investors: 61 (Aug 26, 2020) → 68 (Sep 9, 2020) · and 1 more (open the filing above)
Aug 26, 2020 EDGAR ↗021-361232Aug 10, 2020 D/Atotal sold: $14,379,351 (Aug 10, 2020) → $18,371,120 (Aug 26, 2020) · remaining: $43,898,353 (Aug 10, 2020) → $39,906,584 (Aug 26, 2020) · investors: 55 (Aug 10, 2020) → 61 (Aug 26, 2020) · and 1 more (open the filing above)
Aug 10, 2020 EDGAR ↗021-361232Jul 28, 2020 D/Atotal sold: $13,232,778 (Jul 28, 2020) → $14,379,351 (Aug 10, 2020) · remaining: $45,044,926 (Jul 28, 2020) → $43,898,353 (Aug 10, 2020) · investors: 50 (Jul 28, 2020) → 55 (Aug 10, 2020) · and 1 more (open the filing above)
Jul 28, 2020 EDGAR ↗021-361232Jul 9, 2020 D/Atotal sold: $11,313,400 (Jul 9, 2020) → $13,232,778 (Jul 28, 2020) · remaining: $46,964,304 (Jul 9, 2020) → $45,044,926 (Jul 28, 2020) · investors: 44 (Jul 9, 2020) → 50 (Jul 28, 2020) · and 1 more (open the filing above)
Jul 9, 2020 EDGAR ↗021-361232Jun 16, 2020 D/Atotal sold: $11,102,376 (Jun 16, 2020) → $11,313,400 (Jul 9, 2020) · remaining: $47,175,328 (Jun 16, 2020) → $46,964,304 (Jul 9, 2020) · investors: 43 (Jun 16, 2020) → 44 (Jul 9, 2020)
Jun 16, 2020 EDGAR ↗021-361232May 29, 2020 D/Atotal sold: $10,827,376 (May 29, 2020) → $11,102,376 (Jun 16, 2020) · remaining: $47,450,328 (May 29, 2020) → $47,175,328 (Jun 16, 2020) · investors: 42 (May 29, 2020) → 43 (Jun 16, 2020)
May 29, 2020 EDGAR ↗021-361232May 15, 2020 D/Atotal sold: $10,230,376 (May 15, 2020) → $10,827,376 (May 29, 2020) · remaining: $48,047,328 (May 15, 2020) → $47,450,328 (May 29, 2020) · investors: 40 (May 15, 2020) → 42 (May 29, 2020) · and 1 more (open the filing above)
May 15, 2020 EDGAR ↗021-361232Apr 22, 2020 D/Atotal sold: $9,530,375 (Apr 22, 2020) → $10,230,376 (May 15, 2020) · remaining: $48,747,329 (Apr 22, 2020) → $48,047,328 (May 15, 2020) · investors: 38 (Apr 22, 2020) → 40 (May 15, 2020)
Apr 22, 2020 EDGAR ↗021-361232Apr 22, 2020 D/Asales-compensation recipients added (Apr 22, 2020): Emerson Equity LLC
Apr 22, 2020 EDGAR ↗021-361232Apr 7, 2020 D/Atotal sold: $8,835,307 (Apr 7, 2020) → $9,530,375 (Apr 22, 2020) · remaining: $49,442,397 (Apr 7, 2020) → $48,747,329 (Apr 22, 2020) · investors: 35 (Apr 7, 2020) → 38 (Apr 22, 2020)
Apr 7, 2020 EDGAR ↗021-361232Mar 24, 2020 D/Atotal sold: $7,481,500 (Mar 24, 2020) → $8,835,307 (Apr 7, 2020) · remaining: $50,796,204 (Mar 24, 2020) → $49,442,397 (Apr 7, 2020) · investors: 28 (Mar 24, 2020) → 35 (Apr 7, 2020) · and 1 more (open the filing above)
Mar 24, 2020 EDGAR ↗021-361232Mar 10, 2020 D/Atotal sold: $3,522,031 (Mar 10, 2020) → $7,481,500 (Mar 24, 2020) · remaining: $54,755,673 (Mar 10, 2020) → $50,796,204 (Mar 24, 2020) · investors: 13 (Mar 10, 2020) → 28 (Mar 24, 2020) · and 1 more (open the filing above)
Mar 10, 2020 EDGAR ↗021-361232Feb 24, 2020 Dtotal sold: $1,344,672 (Feb 24, 2020) → $3,522,031 (Mar 10, 2020) · remaining: $56,933,032 (Feb 24, 2020) → $54,755,673 (Mar 10, 2020) · investors: 4 (Feb 24, 2020) → 13 (Mar 10, 2020) · and 1 more (open the filing above)

Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.

All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing Mar 19, 2021. Industry as reported, by offering: One offering, reported as Other Real Estate (Feb 24, 2020).

Key people (related persons as listed on Form D)

NameRelationshipAddress stateOn filings (first → last)Also listed on
Matt McGranerExecutive Officer
Issuer's note: Authorized Signatory of the Issuer
TXFeb 24, 2020 → Mar 19, 2021
on 27 of 27 filings
listed on the latest filing
39 other issuers
Matthew GoetzExecutive Officer
Issuer's note: Authorized Signatory of the Issuer
TXFeb 24, 2020 → Mar 19, 2021
on 27 of 27 filings
listed on the latest filing
16 other issuers
NexPoint Flamingo Manager, LLC entity
also filed as NexPoint Flamingo Manager; LLC
Executive Officer
Issuer's note: Manager and Signatory Trustee
TXFeb 24, 2020 → Mar 19, 2021
on 27 of 27 filings
listed on the latest filing
—
NexPoint Real Estate Advisors IV, L.P. entity
also filed as NexPoint Real Estate Advisors IV; L.P.
Executive Officer
Issuer's note: Sponsor of the Issuer
TXFeb 24, 2020 → Mar 19, 2021
on 27 of 27 filings
listed on the latest filing
33 other issuers

Executive officers, directors and promoters as self-reported by the issuer; spelling variants of one person are merged. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.

Connections

Other issuers listing the same people (showing 40 of 88):

Shared address: this business address appears on filings for 108 other issuers. Stated as a count only (suite numbers ignored) — many addresses are shared office buildings or registered agents. As of Oct 23, 2026, 5:45 PM ET.

Address of record is shared by 123 issuers in SEC Form D filings (shared office, PartnerFacts count as of Oct 23, 2026, 5:45 PM ET) — not used to group this issuer.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Public profiles

Public profiles official links and public statements, each with its source and date

Not yet collected.

Sources to be searched: sponsor website, Internet Archive, press index (GDELT), Form ADV. A sponsor's website is known only from an approved profile claim or the issuer's own Form ADV; we never look it up elsewhere and never collect personal or family accounts.

Entity standing: not checked (no official programmatic source for TX yet).

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