Essential Net Lease Portfolio DST
sponsored by Inland Private Capital
Essential Net Lease Portfolio DST, sponsored by Inland Private Capital, filed its first Form D with the SEC on Feb 15, 2022 for a $84.3 million offering. Its last Form D, filed Aug 9, 2022, reports the offering fully sold.
How it ended
The last Form D, filed Aug 9, 2022, reports the offering fully sold.
Key facts
- Minimum investment
- $25,000From the Form D
- Offering size
- $84,304,050Equity offered, per the Form D
- Sold
- 100%Form D, Aug 9, 2022; the % is our arithmetic
- Investors reported
- Form D, Aug 9, 2022168
- Selling commissions
- Form D Item 15; the % is our arithmetic$4,215,202 · 4.9% 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 →
Using this record to judge the sponsor? A licensed 1031 specialist from our affiliated partner can talk it through with you.
Ask a 1031 specialist about this recordFree. About: Essential Net Lease Portfolio 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
- $4,215,202 · 4.9% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $6,276,609 · 7.4% of offeringForm D Item 16· The filing’s note: “Estimate for certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition Fee that may accrue to one or more related persons.”
- Broker-dealers named in the Form D
- 39 named in the Form D
Show the firms
- Aegis Capital Corporation · CRD 15007
- American Portfolios Financial Services, Inc. · CRD 18487
- Arkadios Capital · CRD 282710
- Aurora Securities · CRD 46147
- Avantax Investment Services, Inc. · CRD 13686
- BD4RIA INC · CRD 290240
- Cambridge Investment Research, Inc. · CRD 39543
- Capital Investment Group, Inc. · CRD 14752
- Centaurus Financial, Inc. · CRD 30833
- Concorde Investment Services, LLC · CRD 151604
- Crescent Securities Group, Inc. · CRD 114993
- Crown Capital Securities, L.P. · CRD 6312
- DAI Securities, LLC · CRD 36673
- Emerson Equity LLC · CRD 130032
- Great Point Capital LLC · CRD 114203
- Harbour Investments, Inc · CRD 19258
- Huntwicke Securities, LLC · CRD 146993
- Infinity Financial Services · CRD 144302
- Inland Securities Corporation · CRD 15807
- International Assets Advisory, LLC · CRD 10645
- JRL Capital Corporation · CRD 10225
- Kalos Capital, Inc. · CRD 44337
- Kingswood Capital Partners, LLC · CRD 288898
- Lightpath Capital, Inc. · CRD 34617
- McDermott Investment Services, LLC · CRD 154926
- Metropolitan Capital Investment Banc, Inc. · CRD 148820
- Money Concepts Capital Corp · CRD 12963
- NexTrend Securities, Inc. · CRD 43710
- Osaic FA, Inc. · CRD 3978
- Patrick Capital Markets, LLC · CRD 16518
- Private Client Services, LLC · CRD 120222
- Realized Financial, Inc. · CRD 22333
- Realta Equities, Inc. · CRD 23769
- Titan Securities · CRD 131392
- Wealthforge Securities, LLC · CRD 152550
- Western International Securities, Inc. · CRD 39262
- Whitehall-Parker Securities, Inc. · CRD 10608
- Wintrust Investments LLC · CRD 875
- World Equity Group, Inc. · CRD 29087
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Feb 9, 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 the Trust?
- Sponsor
- Offerings on record
What does the SEC record show?
- Legal Trust name
- Essential Net Lease Portfolio DST
- SEC CIK
- 1909650
- First Form D
- Feb 15, 2022
- Latest Form D
- Aug 9, 2022
- Filings on record
- 3
- 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 | $84,304,050 | $84,304,050+$14,077,944 | 168+39 | EDGAR | |
| Form D/A | $84,304,050 | $70,226,106+$69,806,304 | 129+127 | EDGAR | |
| Form D | $84,304,050 | $419,802 | 2 | 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 Essential Net Lease Portfolio DST?
- Essential Net Lease Portfolio DST is a Historical offering. The last Form D, filed Aug 9, 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.