ExchangeRight Value-Add Portfolio 1 DST
sponsored by ExchangeRight
ExchangeRight Value-Add Portfolio 1 DST, sponsored by ExchangeRight, filed its first Form D with the SEC on Aug 5, 2021 for a $13.7 million offering. Its last Form D, filed Jan 4, 2023, reports the offering fully sold.
How it ended
No outcome recorded · under 7 years
The last Form D, filed Jan 4, 2023, reports the offering fully sold.
Key facts
- Minimum investment
- $100,000From the Form D
- Offering size
- $13,760,000Equity offered, per the Form D
- Sold
- 100%Form D, Jan 4, 2023; the % is our arithmetic
- Investors reported
- Form D, Jan 4, 202332
- Selling commissions
- Form D Item 15; the % is our arithmetic$825,600 · 6.0% 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: ExchangeRight Value-Add Portfolio 1 DST. Top1031 is not a broker-dealer.How was it financed, and what did it cost to sell?
Costs and terms from the Form D
- Selling commissions
- $825,600 · 6.0% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $0 · 0.0% of offeringForm D Item 16
- Broker-dealers named in the Form D
- 8 named in the Form D
Show the firms
- Arkadios Capital · CRD 282710
- Aurora Securities · CRD 46147
- Capulent LLC · CRD 155155
- Emerson Equity LLC · CRD 130032
- Great Point Capital LLC · CRD 114203
- International Assets Advisory, LLC · CRD 10645
- Investment Security Corporation · CRD 47536
- Lighthouse Capital Group, LLC · CRD 169135
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Sep 29, 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.
Who's behind the Trust?
- Sponsor
- Offerings on record
What does the SEC record show?
- Legal Trust name
- ExchangeRight Value-Add Portfolio 1 DST
- SEC CIK
- 1872663
- First Form D
- Aug 5, 2021
- Latest Form D
- Jan 4, 2023
- Filings on record
- 2
- 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 | $13,760,000 | $13,760,000+$13,760,000 | 32 | EDGAR | |
| Form D | $13,760,000 | $0 | 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 ExchangeRight Value-Add Portfolio 1 DST?
- ExchangeRight Value-Add Portfolio 1 DST is a Historical offering. The last Form D, filed Jan 4, 2023, reports the offering fully sold.
In the news
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.