Lighthouse Heritage Square REIT, LLC is a real estate fund based in Dallas, Texas. According to its most recent Form D, filed Dec 18, 2015, it has sold $1,456,000 of interests to 91 investors since its first sale in Dec 2015. The minimum investment it accepts from an outside investor is $1,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Marc Lipshy; Steven Shearer; Summer Trejo.
- Total raised
- $1,456,000Cumulative sales reported on Form D
- Investors
- 91
- First sale
- Dec 14, 2015
- Minimum investment
- $1,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Marc Lipshy; Steven Shearer; Summer Trejo
- Latest Form D
- Dec 18, 2015
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 Lighthouse Heritage Square REIT, LLC
What is the minimum investment for Lighthouse Heritage Square REIT, LLC?
According to its latest Form D, filed Dec 18, 2015, the minimum investment Lighthouse Heritage Square REIT, LLC accepts from an outside investor is $1,000.
Who can invest in Lighthouse Heritage Square REIT, LLC?
Lighthouse Heritage Square REIT, LLC 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 Lighthouse Heritage Square REIT, LLC raised?
Lighthouse Heritage Square REIT, LLC reports $1,456,000 sold from 91 investors on its Form D filed Dec 18, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Lighthouse Heritage Square REIT, LLC based?
Lighthouse Heritage Square REIT, LLC is based in Dallas, Texas.
When did Lighthouse Heritage Square REIT, LLC launch?
Lighthouse Heritage Square REIT, LLC reports its first sale in Dec 2015.
Size compared with every real estate fund
Raised more than 55% of the 1,420 real estate funds based in Texas, and more than 39% of all 7,351 that report sales.