AltMountain

Retail Property Trust

Indianapolis, IN · CIK 808753
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.

Retail Property Trust is a real estate fund based in Indianapolis, Indiana. According to its most recent Form D, filed Jan 4, 2024, it has sold $125,000 of interests to 125 investors since its first sale in Dec 2023. 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 David Simon; Brian McDade; Richard Sokolov.

Total raised
$125,000Cumulative sales reported on Form D
Investors
125
First sale
Dec 21, 2023
Minimum investment
$1,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
David Simon; Brian McDade; Richard Sokolov
Latest Form D
Jan 4, 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 Retail Property Trust

What is the minimum investment for Retail Property Trust?

According to its latest Form D, filed Jan 4, 2024, the minimum investment Retail Property Trust accepts from an outside investor is $1,000.

Who can invest in Retail Property Trust?

Retail Property Trust 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 Property Trust raised?

Retail Property Trust reports $125,000 sold from 125 investors on its Form D filed Jan 4, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Retail Property Trust based?

Retail Property Trust is based in Indianapolis, Indiana.

When did Retail Property Trust launch?

Retail Property Trust reports its first sale in Dec 2023.

Size compared with every real estate fund

Raised more than 19% of the 156 real estate funds based in Indiana, and more than 8% of all 7,349 that report sales.

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