SRI Twelve REIT
SRI Twelve REIT is a real estate fund based in San Francisco, California. According to its most recent Form D, filed Sep 3, 2019, it has sold $591,800,000 of interests to 34 investors since its first sale in Jul 2018. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Charles Malet; Robert Underhill; Glenn Shannon.
- Total raised
- $591,800,000Cumulative sales reported on Form D
- Investors
- 34
- First sale
- Jul 12, 2018
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Charles Malet; Robert Underhill; Glenn Shannon
- Latest Form D
- Sep 3, 2019
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 SRI Twelve REIT
What is the minimum investment for SRI Twelve REIT?
SRI Twelve REIT's latest Form D, filed Sep 3, 2019, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in SRI Twelve REIT?
SRI Twelve REIT 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 SRI Twelve REIT raised?
SRI Twelve REIT reports $591,800,000 sold from 34 investors on its Form D filed Sep 3, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is SRI Twelve REIT based?
SRI Twelve REIT is based in San Francisco, California.
When did SRI Twelve REIT launch?
SRI Twelve REIT reports its first sale in Jul 2018.
Size compared with every real estate fund
Raised more than 99% of the 1,090 real estate funds based in California, and more than 100% of all 7,321 that report sales.