AltMountain

NexPoint Small Bay I DST

506(c)
Status: no Form D since Jun 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.

NexPoint Small Bay I DST is a real estate fund based in Dallas, Texas. According to its most recent Form D, filed Jun 26, 2024, it has sold $59,505,817 of interests to 190 investors since its first sale in Aug 2023. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Matthew Goetz; Matt McGraner; NREA Small Bay I, LLC.

Total raised
$59,505,817Cumulative sales reported on Form D
Investors
190
First sale
Aug 22, 2023
Minimum investment
$100,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Matthew Goetz; Matt McGraner; NREA Small Bay I, LLC
Latest Form D
Jun 26, 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 NexPoint Small Bay I DST

What is the minimum investment for NexPoint Small Bay I DST?

According to its latest Form D, filed Jun 26, 2024, the minimum investment NexPoint Small Bay I DST accepts from an outside investor is $100,000.

Who can invest in NexPoint Small Bay I DST?

NexPoint Small Bay I DST is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has NexPoint Small Bay I DST raised?

NexPoint Small Bay I DST reports $59,505,817 sold from 190 investors on its Form D filed Jun 26, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is NexPoint Small Bay I DST based?

NexPoint Small Bay I DST is based in Dallas, Texas.

When did NexPoint Small Bay I DST launch?

NexPoint Small Bay I DST reports its first sale in Aug 2023.

Size compared with every real estate fund

Raised more than 98% of the 1,414 real estate funds based in Texas, and more than 95% of all 7,321 that report sales.

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