Self-Storage Portfolio V DST is a real estate fund based in Oak Brook, Illinois. According to its most recent Form D, filed Dec 1, 2017, it has sold $16,488,801 of interests to 36 investors since its first sale in Aug 2017. 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 Exchange, L.L.C. Self-Storage Portfolio V; V, L.L.C. Self-Storage Portfolio; Keith Lampi.
- Total raised
- $16,488,801Cumulative sales reported on Form D
- Investors
- 36
- First sale
- Aug 21, 2017
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Exchange, L.L.C. Self-Storage Portfolio V; V, L.L.C. Self-Storage Portfolio; Keith Lampi
- Latest Form D
- Dec 1, 2017
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 Self-Storage Portfolio V DST
What is the minimum investment for Self-Storage Portfolio V DST?
According to its latest Form D, filed Dec 1, 2017, the minimum investment Self-Storage Portfolio V DST accepts from an outside investor is $25,000.
Who can invest in Self-Storage Portfolio V DST?
Self-Storage Portfolio V 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 Self-Storage Portfolio V DST raised?
Self-Storage Portfolio V DST reports $16,488,801 sold from 36 investors on its Form D filed Dec 1, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Self-Storage Portfolio V DST based?
Self-Storage Portfolio V DST is based in Oak Brook, Illinois.
When did Self-Storage Portfolio V DST launch?
Self-Storage Portfolio V DST reports its first sale in Aug 2017.
Size compared with every real estate fund
Raised more than 84% of the 481 real estate funds based in Illinois, and more than 85% of all 7,350 that report sales.