AltMountain

Lakeland REIT, LLC

Beverly Hills, CA · CIK 2007039
Status: no Form D since Jan 2024. 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.

Lakeland REIT, LLC is a real estate fund based in Beverly Hills, California. According to its most recent Form D, filed Jan 16, 2024, it has sold $250,000 of interests to 125 investors since its first sale in Jan 2024. The minimum investment it accepts from an outside investor is $2,000. 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 Kurt Zech; Kent Mouton; In Lee.

Total raised
$250,000Cumulative sales reported on Form D
Investors
125
First sale
Jan 8, 2024
Minimum investment
$2,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Kurt Zech; Kent Mouton; In Lee
Latest Form D
Jan 16, 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 Lakeland REIT, LLC

What is the minimum investment for Lakeland REIT, LLC?

According to its latest Form D, filed Jan 16, 2024, the minimum investment Lakeland REIT, LLC accepts from an outside investor is $2,000.

Who can invest in Lakeland REIT, LLC?

Lakeland REIT, LLC 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 Lakeland REIT, LLC raised?

Lakeland REIT, LLC reports $250,000 sold from 125 investors on its Form D filed Jan 16, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Lakeland REIT, LLC based?

Lakeland REIT, LLC is based in Beverly Hills, California.

When did Lakeland REIT, LLC launch?

Lakeland REIT, LLC reports its first sale in Jan 2024.

Size compared with every real estate fund

Raised more than 39% of the 1,092 real estate funds based in California, and more than 18% of all 7,351 that report sales.

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