ExchangeRight Essential Grocery DST is a real estate fund based in Pasadena, California. According to its most recent Form D, filed Jan 29, 2024, it has sold $19,200,000 of interests to 72 investors since its first sale in Aug 2022. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Warren Thomas; David Fisher; Joshua Ungerecht.
- Total raised
- $19,200,000Cumulative sales reported on Form D
- Investors
- 72
- First sale
- Aug 1, 2022
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Warren Thomas; David Fisher; Joshua Ungerecht
- Latest Form D
- Jan 29, 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 ExchangeRight Essential Grocery DST
What is the minimum investment for ExchangeRight Essential Grocery DST?
According to its latest Form D, filed Jan 29, 2024, the minimum investment ExchangeRight Essential Grocery DST accepts from an outside investor is $100,000.
Who can invest in ExchangeRight Essential Grocery DST?
ExchangeRight Essential Grocery DST 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 ExchangeRight Essential Grocery DST raised?
ExchangeRight Essential Grocery DST reports $19,200,000 sold from 72 investors on its Form D filed Jan 29, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is ExchangeRight Essential Grocery DST based?
ExchangeRight Essential Grocery DST is based in Pasadena, California.
When did ExchangeRight Essential Grocery DST launch?
ExchangeRight Essential Grocery DST reports its first sale in Aug 2022.
Size compared with every real estate fund
Raised more than 86% of the 1,091 real estate funds based in California, and more than 87% of all 7,348 that report sales.
Other funds with the same team
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- ExchangeRight Net-Leased Portfolio 61 DST$62.5M
- ExchangeRight Net-Leased Portfolio 59 DST$62.3M
- ExchangeRight Net-Leased Portfolio 62 DST$61.6M
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