DFW Upper REIT LLC is a real estate fund based in Dallas, Texas. According to its most recent Form D, filed Jan 18, 2024, it has sold $125,000 of interests to 125 investors since its first sale in Jan 2024. 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 Ron Hoyl; Tom Gilbane.
- Total raised
- $125,000Cumulative sales reported on Form D
- Investors
- 125
- First sale
- Jan 8, 2024
- 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
- Ron Hoyl; Tom Gilbane
- Latest Form D
- Jan 18, 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 DFW Upper REIT LLC
What is the minimum investment for DFW Upper REIT LLC?
According to its latest Form D, filed Jan 18, 2024, the minimum investment DFW Upper REIT LLC accepts from an outside investor is $1,000.
Who can invest in DFW Upper REIT LLC?
DFW Upper 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 DFW Upper REIT LLC raised?
DFW Upper REIT LLC reports $125,000 sold from 125 investors on its Form D filed Jan 18, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is DFW Upper REIT LLC based?
DFW Upper REIT LLC is based in Dallas, Texas.
When did DFW Upper REIT LLC launch?
DFW Upper REIT LLC reports its first sale in Jan 2024.
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.