ICHS Portfolio REIT is a real estate fund based in Baltimore, Maryland. According to its most recent Form D, filed Jan 27, 2016, it has sold $125,000 of interests to 125 investors since its first sale in Jan 2016. 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 Claude Gendron; Sylvain Dubois; Arthur Lloyd.
- Total raised
- $125,000Cumulative sales reported on Form D
- Investors
- 125
- First sale
- Jan 19, 2016
- 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
- Claude Gendron; Sylvain Dubois; Arthur Lloyd
- Latest Form D
- Jan 27, 2016
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 ICHS Portfolio REIT
What is the minimum investment for ICHS Portfolio REIT?
According to its latest Form D, filed Jan 27, 2016, the minimum investment ICHS Portfolio REIT accepts from an outside investor is $1,000.
Who can invest in ICHS Portfolio REIT?
ICHS Portfolio REIT 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 ICHS Portfolio REIT raised?
ICHS Portfolio REIT reports $125,000 sold from 125 investors on its Form D filed Jan 27, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is ICHS Portfolio REIT based?
ICHS Portfolio REIT is based in Baltimore, Maryland.
When did ICHS Portfolio REIT launch?
ICHS Portfolio REIT reports its first sale in Jan 2016.
Size compared with every real estate fund
Raised more than 39% of the 201 real estate funds based in Maryland, and more than 8% of all 7,348 that report sales.