BR Greylyn Portfolio, DST

in Charlotte, NC · sponsored by Bluerock Value Exchange

BR Greylyn Portfolio, DST, sponsored by Bluerock Value Exchange, filed its first Form D with the SEC on May 28, 2021 for a $38.2 million offering. Its last Form D was filed Jul 2, 2021.

How it ended

No outcome recorded · under 7 years

Last Form D filed Jul 2, 2021.

Bluerock Value Exchange has 3 active offerings on record →

Key facts

Minimum investment
$100,000
From the Form D
Offering size
$38,242,619
Equity offered, per the Form D
Sold
70.8%
Form D, Jul 2, 2021; the % is our arithmetic
Investors reported
86
Form D, Jul 2, 2021
Selling commissions
$3,307,987 · 8.6% of offering
Form D Item 15; the % is our arithmetic
Financing
Leveraged. This offering reports mortgage debt on the property.
How it is financed ↓
Offered under
Rule 506(b)
General advertising and solicitation are not permitted under this exemption.

Figures come from SEC Form D filings unless a source is cited. Sponsor-stated figures are as reported by the sponsor; Top1031 does not independently audit them. On a 45-day clock? Find day 45 and day 180 →

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Ask a 1031 specialist about this recordFree. About: BR Greylyn Portfolio, DST. Top1031 is not a broker-dealer.

What did BR Greylyn Portfolio, DST own?

Reported location
Charlotte, NC

How was it financed, and what did it cost to sell?

Debt

Financing
Leveraged. This offering reports mortgage debt on the property.

Costs and terms from the Form D

Selling commissions
$3,307,987 · 8.6% of offering
Finders’ fees
$0
Paid to officers, directors and promoters
$2,766,360 · 7.2% of offering
Form D Item 16
· The filing’s note: “Organization & offering expenses of $229,456 + acquisition fee of $1,360,000 + bridge equity carry costs of $317,763 + $859,141 of closing costs”
Broker-dealers named in the Form D
36 named in the Form D
Show the firms

Individual representatives named in Item 12 are not listed.

Date of first sale
May 17, 2021
Minimum investment
$100,000

Form D Item 15 and Item 16 amounts may be the issuer’s estimates; each percentage is Top1031’s arithmetic on two Form D figures. Item 16 can overlap Item 15, so Top1031 does not add them together.

What does the SEC record show?

Legal Trust name
BR Greylyn Portfolio, DST
SEC CIK
1864347
First Form D
May 28, 2021
Latest Form D
Jul 2, 2021
Filings on record
2
Offered under
Rule 506(b)
General advertising and solicitation are not permitted under this exemption.

SEC Form D filings, newest first

SEC Form D filings for BR Greylyn Portfolio, DST, newest first
FiledFormOffering amountAmount soldInvestorsFiling on SEC EDGAR
Form D/A$38,242,619
$27,078,567+$22,128,742
86+69
EDGAR
Form D$38,242,619
$4,949,825
17
EDGAR

Amounts, investor counts and minimums are as filed with the SEC on Form D. The change lines are Top1031’s arithmetic between consecutive filings; a new Form D notice starts a new count.

A Form D is the notice a sponsor files when it starts raising money. A Form D filing does not mean the SEC approved, endorsed, or verified the offering.

Common questions

What happened to BR Greylyn Portfolio, DST?
BR Greylyn Portfolio, DST is a Historical offering. Last Form D filed Jul 2, 2021.

DST interests are illiquid private securities. You may lose some or all of your investment. Distributions, tax treatment, and exit timing are not guaranteed. Review the current offering documents before investing.