Retail Portfolio DST is a real estate fund based in Oak Brook, Illinois. According to its most recent Form D, filed Jul 31, 2015, it has sold $14,380,928 of interests to 42 investors since its first sale in Dec 2014. 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 Capital Corporation Inland Private; Exchange, L.L.C. Retail Portfolio; Keith Lampi.
- Total raised
- $14,380,928Cumulative sales reported on Form D
- Investors
- 42
- First sale
- Dec 17, 2014
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Capital Corporation Inland Private; Exchange, L.L.C. Retail Portfolio; Keith Lampi
- Latest Form D
- Jul 31, 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 Retail Portfolio DST
What is the minimum investment for Retail Portfolio DST?
According to its latest Form D, filed Jul 31, 2015, the minimum investment Retail Portfolio DST accepts from an outside investor is $25,000.
Who can invest in Retail Portfolio DST?
Retail Portfolio 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 Retail Portfolio DST raised?
Retail Portfolio DST reports $14,380,928 sold from 42 investors on its Form D filed Jul 31, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Retail Portfolio DST based?
Retail Portfolio DST is based in Oak Brook, Illinois.
When did Retail Portfolio DST launch?
Retail Portfolio DST reports its first sale in Dec 2014.
Size compared with every real estate fund
Raised more than 82% of the 481 real estate funds based in Illinois, and more than 83% of all 7,350 that report sales.