4MLK Phase I REIT, LLC is a real estate fund based in Louisville, Kentucky. According to its most recent Form D, filed Dec 19, 2024, it has sold $62,500 of interests to 125 investors since its first sale in Dec 2024. The minimum investment it accepts from an outside investor is $500. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Brian Newman; Sean O'Malley; Michael Smith.
- Total raised
- $62,500Cumulative sales reported on Form D
- Investors
- 125
- First sale
- Dec 19, 2024
- Minimum investment
- $500
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Brian Newman; Sean O'Malley; Michael Smith
- Latest Form D
- Dec 19, 2024
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about 4MLK Phase I REIT, LLC
What is the minimum investment for 4MLK Phase I REIT, LLC?
According to its latest Form D, filed Dec 19, 2024, the minimum investment 4MLK Phase I REIT, LLC accepts from an outside investor is $500.
Who can invest in 4MLK Phase I REIT, LLC?
4MLK Phase I REIT, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has 4MLK Phase I REIT, LLC raised?
4MLK Phase I REIT, LLC reports $62,500 sold from 125 investors on its Form D filed Dec 19, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is 4MLK Phase I REIT, LLC based?
4MLK Phase I REIT, LLC is based in Louisville, Kentucky.
When did 4MLK Phase I REIT, LLC launch?
4MLK Phase I REIT, LLC reports its first sale in Dec 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 46% of the 28 real estate funds based in Kentucky, and more than 2% of all 7,348 that report sales.