AltMountain

Excel Trust, Inc.

San Diego, CA · CIK 1478950 · Sponsor: Excel Trust
Status: no Form D since Apr 2012. 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.

Excel Trust, Inc. is a real estate fund based in San Diego. According to its most recent Form D, filed Apr 6, 2012, it has sold $1,702,596 of interests to 5 investors since its first sale in Mar 2012. The minimum investment it accepts from an outside investor is $1. Related persons named in the filing include Gary Sabin; Spencer Plumb; Mark Burton.

Total raised
$1,702,596Cumulative sales reported on Form D
Investors
5
First sale
Mar 21, 2012
Minimum investment
$1
Who can invest
Not stated
Offering exemption
Other exemption
Key people and entities
Gary Sabin; Spencer Plumb; Mark Burton
Latest Form D
Apr 6, 2012

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 Excel Trust, Inc.

What is the minimum investment for Excel Trust, Inc.?

According to its latest Form D, filed Apr 6, 2012, the minimum investment Excel Trust, Inc. accepts from an outside investor is $1.

Who can invest in Excel Trust, Inc.?

Excel Trust, Inc. is generally open only to investors who meet the eligibility rules in its offering documents.

How much has Excel Trust, Inc. raised?

Excel Trust, Inc. reports $1,702,596 sold from 5 investors on its Form D filed Apr 6, 2012. This is cumulative sales since the offering began, not current assets or performance.

Where is Excel Trust, Inc. based?

Excel Trust, Inc. is based in San Diego.

When did Excel Trust, Inc. launch?

Excel Trust, Inc. reports its first sale in Mar 2012.

Size compared with every real estate fund

Raised more than 57% of the 1,091 real estate funds based in , and more than 42% of all 7,337 that report sales.

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