AltMountain

Sortis REIT, Inc.

Lake Oswego, OR · CIK 1894880
Status: no Form D since Nov 2021. 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.

Sortis REIT, Inc. is a real estate fund based in Lake Oswego, Oregon. According to its most recent Form D, filed Nov 22, 2021, it has sold $125,000 of interests to 125 investors since its first sale in Nov 2021. 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 Jefry Baker.

Total raised
$125,000Cumulative sales reported on Form D
Investors
125
First sale
Nov 19, 2021
Minimum investment
$1,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jefry Baker
Latest Form D
Nov 22, 2021

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 Sortis REIT, Inc.

What is the minimum investment for Sortis REIT, Inc.?

According to its latest Form D, filed Nov 22, 2021, the minimum investment Sortis REIT, Inc. accepts from an outside investor is $1,000.

Who can invest in Sortis REIT, Inc.?

Sortis REIT, Inc. 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 Sortis REIT, Inc. raised?

Sortis REIT, Inc. reports $125,000 sold from 125 investors on its Form D filed Nov 22, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Sortis REIT, Inc. based?

Sortis REIT, Inc. is based in Lake Oswego, Oregon.

When did Sortis REIT, Inc. launch?

Sortis REIT, Inc. reports its first sale in Nov 2021.

Size compared with every real estate fund

Raised more than 34% of the 114 real estate funds based in Oregon, and more than 8% of all 7,348 that report sales.

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