Top1031

LV M Venture Holdings DST

sponsored by Inland Private Capital

HistoricalLast Form D filed Jan 6, 2011 (opens in a new tab)

LV M Venture Holdings DST, sponsored by Inland Private Capital, filed its first Form D with the SEC on Mar 31, 2009 for a $37.7 million offering. Its last Form D was filed Jan 6, 2011.

How it ended

No public outcome found

Last Form D filed Jan 6, 2011.

Inland Private Capital has 8 active offerings on record →

Key facts

Minimum investment
$200,000
From the Form D
Offering size
$37,789,715
Equity offered, per the Form D
Sold
79.6%
Form D, Jan 6, 2011; the % is our arithmetic
Investors reported
127
Form D, Jan 6, 2011
Selling commissions
$2,267,383 · 6.0% 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 →

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: LV M Venture Holdings DST. Top1031 is not a broker-dealer.

What did LV M Venture Holdings DST own?

LV M Venture Holdings DST is a Delaware statutory trust — a passive co-ownership vehicle whose interests can be used in a 1031 exchange — organized in Delaware in 2008 and sponsored by Inland Private Capital. 1 Its Form D reports a first securities sale on September 26, 2008. 3 The filings describe only real estate held in trust; they never name a property, tenant, or lender.

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

Costs and terms from the Form D

Selling commissions
$2,267,383 · 6.0% of offering
Finders’ fees
$0
Paid to officers, directors and promoters
$4,556,669 · 12.0% of offering
Form D Item 16
Broker-dealers named in the Form D
33 named in the Form D
Show the firms

Individual representatives named in Item 12 are not listed.

Date of first sale
Sep 26, 2008
Minimum investment
$200,000

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?

Every filing on record is an amendment to the original Form D, each keeping the same total offering while stepping the sold-to-date tally upward. 1 Interests were offered privately to accredited investors — those meeting SEC income or net-worth tests — without general advertising or public solicitation. The filing record then stops, with nothing further submitted under this CIK.

Legal Trust name
LV M VENTURE HOLDINGS DST
SEC CIK
1448276
First Form D
Mar 31, 2009
Latest Form D
Jan 6, 2011
Filings on record
9
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$37,789,715
$30,116,601+$3,567,133
127+11
EDGAR
Form D/A$37,789,715
$26,549,468+$2,137,152
116+17
EDGAR
Form D/A$37,789,715
$24,412,316+$4,381,191
99+17
EDGAR
Form D/A$37,789,715
$20,031,125+$1,464,212
82+9
EDGAR
Form D/A$37,789,715
$18,566,913+$5,870,008
73+31
EDGAR
Form D/A$37,789,715
$12,696,905+$250,000
42+2
EDGAR
Form D/A$37,789,715
$12,446,905+$175,000
40+2
EDGAR
Form D/A$37,789,715
$12,271,905+$175,000
38+1
EDGAR
Form D$37,789,715
$12,096,905
37
EDGAR
Show all 9 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 LV M Venture Holdings DST?
LV M Venture Holdings DST is a Historical offering. Last Form D filed Jan 6, 2011.
What property does this Trust actually own?
No located public filing names it. The Form D describes the securities only as beneficial interests in a Delaware statutory trust reflecting beneficial interests in real estate, without an address, asset type, tenant, or square footage. Anyone evaluating this Trust would need the offering documents to identify the asset.
Did the Trust make distributions?
Yes, according to the sponsor. A prior-performance table filed with the SEC on December 7, 2010 reported $5,307,188 in distributions to date for LV-M Venture Holdings DST, with data through September 30, 2010, and listed annualized distributions of 7.01% for 2010, 6.64% for 2009, and 6.45% for 2008. Those are historical figures reported by the sponsor; nothing in the located record covers periods after September 30, 2010.
What was the minimum investment?
The Form D reports a minimum investment accepted of $200,000. Sponsors sometimes accept smaller amounts for cash (non-exchange) investors or larger minimums for particular share classes, so the offering documents and subscription agreement govern.
Why does a 2008-era Trust still appear in a 1031 directory?
Because its SEC filing record exists and never shows a formal close, it remains part of the public dataset. Top1031 lists every DST built on Form D filing data, active and historical alike, so investors can trace a sponsor's full track record — including offerings whose paperwork simply stopped.

Sources

Show sources (7)Hide sources (7)

These links support the record as a whole; individual details may come from different sources.

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.