Top1031

CX Heritage, DST

in Canton, GA · sponsored by Carter Exchange

HistoricalLast Form D, filed May 9, 2022, reports the offering fully sold (opens in a new tab)

CX Heritage, DST, sponsored by Carter Exchange, filed its first Form D with the SEC on Feb 14, 2022 for a $26.7 million offering. Its last Form D, filed May 9, 2022, reports the offering fully sold.

How it ended

No outcome recorded · under 7 years

The last Form D, filed May 9, 2022, reports the offering fully sold.

Key facts

Minimum investment
$25,000
From the Form D
Offering size
$26,712,757
Equity offered, per the Form D
Sold
100%
Form D, May 9, 2022; the % is our arithmetic
Investors reported
65
Form D, May 9, 2022
Selling commissions
$2,470,929 · 9.2% of offering
Form D Item 15; the % is our arithmetic
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 Heritage, DST. Top1031 is not a broker-dealer.

What did CX Heritage, DST own?

Reported location
Canton, GA

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

Costs and terms from the Form D

Selling commissions
$2,470,929 · 9.2% of offering
Finders’ fees
$0
Paid to officers, directors and promoters
$1,232,328 · 4.6% of offering
Form 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
14 named in the Form D
Show the firms

Individual representatives named in Item 12 are not listed.

Date of first sale
Feb 2, 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.

What does the SEC record show?

Legal Trust name
CX Heritage, DST
SEC CIK
1909934
First Form D
Feb 14, 2022
Latest Form D
May 9, 2022
Filings on record
8
Offered under
Rule 506(b)
General advertising and solicitation are not permitted under this exemption.
Source filing
Read the filings on SEC EDGAR

SEC Form D filings, newest first

FiledFormOffering amountAmount soldInvestors
Form D/A$26,712,757
$26,712,757+$35,525
65+1
EDGAR
Form D/A$26,712,757
$26,677,232+$4,014,759
64+11
EDGAR
Form D/A$26,712,757
$22,662,473+$3,064,162
53+8
EDGAR
Form D/A$26,712,757
$19,598,311+$2,945,941
45+10
EDGAR
Form D/A$26,712,757
$16,652,370+$5,925,263
35+13
EDGAR
Form D/A$26,712,757
$10,727,107+$3,843,575
22+5
EDGAR
Form D/A$26,712,757
$6,883,532+$600,000
17+3
EDGAR
Form D$26,712,757
$6,283,532
14
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 CX Heritage, DST?
CX Heritage, DST is a Historical offering. The last Form D, filed May 9, 2022, reports the offering fully sold.

In the news

CX Heritage, DSTCarter Funds published a dated portfolio listing for CX Heritage, DST, describing Heritage as a 240-unit garden-style multifamily complex in Canton, Georgia.
Carter Funds ↗

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.