AltMountain

SM REIT, LLC

Los Angeles, CA · CIK 1696668
Status: no Form D since Jan 2017. 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.

SM REIT, LLC is a real estate fund based in Los Angeles, California. According to its most recent Form D, filed Jan 31, 2017, it has sold $110,000 of interests to 110 investors since its first sale in Jan 2017. 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 Terry Wachsner; David Thompson; Block G Holdings GP2, LLC.

Total raised
$110,000Cumulative sales reported on Form D
Investors
110
First sale
Jan 17, 2017
Minimum investment
$1,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Terry Wachsner; David Thompson; Block G Holdings GP2, LLC
Latest Form D
Jan 31, 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 SM REIT, LLC

What is the minimum investment for SM REIT, LLC?

According to its latest Form D, filed Jan 31, 2017, the minimum investment SM REIT, LLC accepts from an outside investor is $1,000.

Who can invest in SM REIT, LLC?

SM 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 SM REIT, LLC raised?

SM REIT, LLC reports $110,000 sold from 110 investors on its Form D filed Jan 31, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is SM REIT, LLC based?

SM REIT, LLC is based in Los Angeles, California.

When did SM REIT, LLC launch?

SM REIT, LLC reports its first sale in Jan 2017.

Size compared with every real estate fund

Raised more than 28% of the 1,095 real estate funds based in California, and more than 6% of all 7,350 that report sales.

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