AltMountain

HZ Greens DST

San Francisco, CA · CIK 1980738
Status: no Form D since Jul 2023. 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.

HZ Greens DST is a real estate fund based in San Francisco, California. According to its most recent Form D, filed Jul 18, 2023, it has sold $51,118,426 of interests to 7 investors since its first sale in Jun 2023. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Delaware Trust Company; HZ Greens Depositor, LLC; HZ Greens DST Manager, LLC.

Total raised
$51,118,426Cumulative sales reported on Form D
Investors
7
First sale
Jun 30, 2023
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Delaware Trust Company; HZ Greens Depositor, LLC; HZ Greens DST Manager, LLC
Latest Form D
Jul 18, 2023

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 HZ Greens DST

What is the minimum investment for HZ Greens DST?

According to its latest Form D, filed Jul 18, 2023, the minimum investment HZ Greens DST accepts from an outside investor is $25,000.

Who can invest in HZ Greens DST?

HZ Greens 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 HZ Greens DST raised?

HZ Greens DST reports $51,118,426 sold from 7 investors on its Form D filed Jul 18, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is HZ Greens DST based?

HZ Greens DST is based in San Francisco, California.

When did HZ Greens DST launch?

HZ Greens DST reports its first sale in Jun 2023.

Size compared with every real estate fund

Raised more than 94% of the 1,091 real estate funds based in California, and more than 94% of all 7,348 that report sales.

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