AltMountain

Aspen Valley DST

Irvine, CA · CIK 1849430
506(c)
Status: no Form D since Mar 2021. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Aspen Valley DST is a real estate fund based in Irvine, California. According to its most recent Form D, filed Mar 8, 2021, it has sold $479,696 of interests to 1 investor since its first sale in Feb 2021. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Edward Fernandez; 1031 Crowdfunding LLC; 1031 CF Properties LLC.

Total raised
$479,696Cumulative sales reported on Form D
Investors
1
First sale
Feb 17, 2021
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Edward Fernandez; 1031 Crowdfunding LLC; 1031 CF Properties LLC
Latest Form D
Mar 8, 2021

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 Aspen Valley DST

What is the minimum investment for Aspen Valley DST?

According to its latest Form D, filed Mar 8, 2021, the minimum investment Aspen Valley DST accepts from an outside investor is $25,000.

Who can invest in Aspen Valley DST?

Aspen Valley DST is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has Aspen Valley DST raised?

Aspen Valley DST reports $479,696 sold from 1 investor on its Form D filed Mar 8, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Aspen Valley DST based?

Aspen Valley DST is based in Irvine, California.

When did Aspen Valley DST launch?

Aspen Valley DST reports its first sale in Feb 2021.

Size compared with every real estate fund

Raised more than 42% of the 1,086 real estate funds based in California, and more than 24% of all 7,311 that report sales.

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