AltMountain

Dividend Trust REIT Sub

Beachwood, OH · CIK 1763390
Status: no Form D since Jan 2019. 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.

Dividend Trust REIT Sub is a real estate fund based in Beachwood, Ohio. According to its most recent Form D, filed Jan 8, 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. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Matthew Ostrower; Christa Vesy; SCC Dividend Trust GP LLC.

Total raised
$125,000Cumulative sales reported on Form D
Investors
125
First sale
Jan 4, 2019
Minimum investment
$1,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Matthew Ostrower; Christa Vesy; SCC Dividend Trust GP LLC
Latest Form D
Jan 8, 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 Dividend Trust REIT Sub

What is the minimum investment for Dividend Trust REIT Sub?

According to its latest Form D, filed Jan 8, 2019, the minimum investment Dividend Trust REIT Sub accepts from an outside investor is $1,000.

Who can invest in Dividend Trust REIT Sub?

Dividend Trust REIT Sub is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Dividend Trust REIT Sub raised?

Dividend Trust REIT Sub reports $125,000 sold from 125 investors on its Form D filed Jan 8, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Dividend Trust REIT Sub based?

Dividend Trust REIT Sub is based in Beachwood, Ohio.

When did Dividend Trust REIT Sub launch?

Dividend Trust REIT Sub reports its first sale in Jan 2019.

Size compared with every real estate fund

Raised more than 33% of the 258 real estate funds based in Ohio, and more than 8% of all 7,350 that report sales.

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