CX Foundry Yards, DST
in Birmingham, AL · sponsored by Carter Exchange
CX Foundry Yards, DST, sponsored by Carter Exchange, filed its first Form D with the SEC on Apr 1, 2022 for a $51.6 million offering. Its last Form D, filed Jul 27, 2022, reports the offering fully sold.
How it ended
The last Form D, filed Jul 27, 2022, reports the offering fully sold.
Key facts
- Minimum investment
- $25,000From the Form D
- Offering size
- $51,612,392Equity offered, per the Form D
- Sold
- 100%Form D, Jul 27, 2022; the % is our arithmetic
- Investors reported
- Form D, Jul 27, 2022122
- Selling commissions
- Form D Item 15; the % is our arithmetic$4,774,146 · 9.2% of offering
- 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: CX Foundry Yards, DST. Top1031 is not a broker-dealer.CX Foundry Yards, DST · Birmingham, AL · Photo: res.cloudinary.com
What did CX Foundry Yards, DST own?
- Reported location
- Birmingham, AL
How was it financed, and what did it cost to sell?
Costs and terms from the Form D
- Selling commissions
- $4,774,146 · 9.2% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $2,877,569 · 5.5% of offeringForm D Item 16· The filing’s note: “Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.”
- Broker-dealers named in the Form D
- 19 named in the Form D
Show the firms
- American Trust Investment Services, Inc. · CRD 3001
- Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
- Capulent LLC · CRD 155155
- ClearFP Securities, LLC · CRD 312370
- Concorde Investment Services, LLC · CRD 151604
- DAI Securities, LLC · CRD 36673
- DFPG Investments, LLC · CRD 155576
- Emerson Equity LLC · CRD 130032
- FNEX Capital, LLC · CRD 166316
- Great Point Capital LLC · CRD 114203
- Independent Financial Group, LLC · CRD 7717
- Infinity Financial Services · CRD 144302
- McDermott Investment Services, LLC · CRD 154926
- Purshe Kaplan Sterling Investments · CRD 35747
- Realized Financial, Inc. · CRD 22333
- Somerset Securities, Inc. · CRD 2493
- Stax Capital · CRD 300607
- Titan Securities · CRD 131392
- Westpark Capital, Inc. · CRD 39914
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Mar 17, 2022
- Minimum investment
- $25,000
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. The issuer marked these amounts as an estimate.
Who's behind CX Foundry Yards, DST?
- Sponsor
- Offerings on record
What does the SEC record show?
- Legal Trust name
- CX Foundry Yards, DST
- SEC CIK
- 1915941
- First Form D
- Apr 1, 2022
- Latest Form D
- Jul 27, 2022
- Filings on record
- 11
- Offered under
- Rule 506(b)General advertising and solicitation are not permitted under this exemption.
- Source filing
SEC Form D filings, newest first
| Filed | Form | Offering amount | Amount sold | Investors | Filing on SEC EDGAR |
|---|---|---|---|---|---|
| Form D/A | $51,612,392 | $51,612,392+$1,212,293 | 122+3 | EDGAR | |
| Form D/A | $51,612,392 | $50,400,099+$2,840,099 | 119+14 | EDGAR | |
| Form D/A | $51,612,392 | $47,560,000+$2,433,865 | 105+7 | EDGAR | |
| Form D/A | $51,612,392 | $45,126,135+$4,704,504 | 98+13 | EDGAR | |
| Form D/A | $51,612,392 | $40,421,631+$4,967,039 | 85+13 | EDGAR | |
| Form D/A | $51,612,392 | $35,454,592+$3,505,462 | 72+5 | EDGAR | |
| Form D/A | $51,612,392 | $31,949,130+$5,005,807 | 67+7 | EDGAR | |
| Form D/A | $51,612,392 | $26,943,323+$6,711,989 | 60+20 | EDGAR | |
| Form D/A | $51,612,392 | $20,231,334+$1,964,276 | 40+9 | EDGAR | |
| Form D/A | $51,612,392 | $18,267,058+$17,751,594 | 31+30 | EDGAR | |
| Form D | $51,612,392 | $515,464 | 1 | EDGAR |
Show all 11 SEC Form D filings
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 CX Foundry Yards, DST?
- CX Foundry Yards, DST is a Historical offering. The last Form D, filed Jul 27, 2022, reports the offering fully sold.
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.