Callaway REIT LP is a real estate fund based in Austin, Texas. According to its most recent Form D, filed Jan 28, 2019, it has sold $125,000 of interests to 125 investors since its first sale in Jan 2019. The minimum investment it accepts from an outside investor is $1,000. 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. Related persons named in the filing include Daniel Perry; James Hopke, Jr; Kim Voss.
- Total raised
- $125,000Cumulative sales reported on Form D
- Investors
- 125
- First sale
- Jan 22, 2019
- Minimum investment
- $1,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Daniel Perry; James Hopke, Jr; Kim Voss
- Latest Form D
- Jan 28, 2019
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 Callaway REIT LP
What is the minimum investment for Callaway REIT LP?
According to its latest Form D, filed Jan 28, 2019, the minimum investment Callaway REIT LP accepts from an outside investor is $1,000.
Who can invest in Callaway REIT LP?
Callaway REIT LP 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 Callaway REIT LP raised?
Callaway REIT LP reports $125,000 sold from 125 investors on its Form D filed Jan 28, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Callaway REIT LP based?
Callaway REIT LP is based in Austin, Texas.
When did Callaway REIT LP launch?
Callaway REIT LP reports its first sale in Jan 2019.
Size compared with every real estate fund
Raised more than 32% of the 1,419 real estate funds based in Texas, and more than 8% of all 7,350 that report sales.