Top1031
RR HV Venture Holdings DST
sponsored by Inland Private Capital
RR HV Venture Holdings DST, sponsored by Inland Private Capital, filed its first Form D with the SEC on Mar 30, 2009 for a $47.1 million offering. Sold Oct 2019.
How it ended
Sold, result reported by the sponsor
Sold Oct 2019.
- Date
- Oct 3, 2019
- Held
- 11.0 years
Key facts
- Minimum investment
- $100,000From the Form D
- Offering size
- $47,140,485Equity offered, per the Form D
- Sold
- 100%Form D, Nov 3, 2010; the % is our arithmetic
- Investors reported
- Form D, Nov 3, 2010147
- Selling commissions
- Form D Item 15; the % is our arithmetic$2,828,429 · 5.9% of offering
- Financing
- Leveraged. This offering reports mortgage debt on the property.How it is financed ↓
- 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: RR HV Venture Holdings DST. Top1031 is not a broker-dealer.What did RR HV Venture Holdings DST own?
Inland’s offering documents describe the original RR-HV structure as holding beneficial interests in the Hunt Valley and Rio Rancho property entities, which owned 377,332-square-foot and 76,768-square-foot Bank of America offices respectively. Note H traces their subsequent LLC conversions and successor DSTs. 3
How was it financed, and what did it cost to sell?
Neither the Form D filings nor the reviewed reporting names a lender or describes loan terms for either property, so whether the Trust used mortgage debt — and on what terms — is not established by public sources.
Debt
- Financing
- Leveraged. This offering reports mortgage debt on the property.
Costs and terms from the Form D
- Selling commissions
- $2,828,429 · 5.9% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $5,676,869 · 12.0% of offeringForm D Item 16
- Broker-dealers named in the Form D
- 29 named in the Form D
Show the firms
- 1st Global Capital Corp. · CRD 30349
- Alternative Wealth Strategies, Inc. · CRD 130933
- American Investors Company · CRD 38
- Ameriprise Financial Services, LLC · CRD 6363
- Associated Securities Corp. · CRD 12969
- Broker Dealer Financial Services Corp. · CRD 8073
- Capital Financial Services, Inc. · CRD 8408
- Centaurus Financial, Inc. · CRD 30833
- FSC Securities Corporation · CRD 7461
- First Allied Securities, Inc. · CRD 32444
- Geneos Wealth Management, Inc. · CRD 120894
- Hornor, Townsend & Kent, Inc. · CRD 4031
- Inland Securities Corporation · CRD 15807
- Invest Financial Corporation · CRD 12984
- Investacorp, Inc. · CRD 7684
- Investment Planners, Inc. · CRD 18557
- J.P. Turner & Company, L.L.C. · CRD 43177
- Kestra Investment Services, LLC · CRD 42046
- LPL Financial LLC · CRD 6413
- MCL Financial Group, Inc. · CRD 41180
- Osaic Wealth, Inc. · CRD 23131
- Pacific West Securities, Inc. · CRD 6390
- Prime Capital Services, Inc. · CRD 18334
- Royal Securities Company · CRD 10702
- Sagepoint Financial, Inc. · CRD 133763
- Securities America, Inc. · CRD 10205
- Steven L. Falk & Associates, Inc. · CRD 14297
- VSR Financial Services, Inc. · CRD 14503
- Western International Securities, Inc. · CRD 39262
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Oct 31, 2008
- 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 RR HV Venture Holdings DST?
The Form D names Inland Real Estate Exchange Corporation and RR-HV affiliates as sponsors and promoters. 1 Inland’s offering documents explain the intervening LLC conversions and successor North Baltimore and North Albuquerque DSTs. It dates the Hunt Valley sale to September 26, 2019 and Rio Rancho to November 15, 2019. 3
- Sponsor
- Offerings on record
What does the SEC record show?
Successive amendments tracked the raise across 2009 and 2010, each reporting a higher amount sold against an unchanged offering total. The Trust was sold privately to accredited investors — people meeting SEC income or net-worth tests — without general advertising. The Form D reports a first sale on October 31, 2008, before the earliest filing on record. 1
- Legal Trust name
- RR HV VENTURE HOLDINGS DST
- SEC CIK
- 1450772
- First Form D
- Mar 30, 2009
- Latest Form D
- Nov 3, 2010
- Filings on record
- 10
- 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 | $47,140,485 | $47,140,485+$7,773,595 | 147+46 | EDGAR | |
| Form D/A | $47,140,485 | $39,366,890+$4,497,346 | 101+15 | EDGAR | |
| Form D/A | $47,140,485 | $34,869,544+$4,247,518 | 86+19 | EDGAR | |
| Form D/A | $47,140,485 | $30,622,026+$1,654,370 | 67+5 | EDGAR | |
| Form D/A | $47,140,485 | $28,967,656+$8,596,525 | 62+6 | EDGAR | |
| Form D/A | $47,140,485 | $20,371,131+$1,000,000 | 56+3 | EDGAR | |
| Form D/A | $47,140,485 | $19,371,131+$416,814 | 53+4 | EDGAR | |
| Form D/A | $47,140,485 | $18,954,317+$1,375,000 | 49+2 | EDGAR | |
| Form D/A | $47,140,485 | $17,579,317+$4,177,250 | 47+8 | EDGAR | |
| Form D | $47,140,485 | $13,402,067 | 39 | EDGAR |
Show all 10 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 RR HV Venture Holdings DST?
- RR HV Venture Holdings DST is a Historical offering. Sold Oct 2019.
- Did investors get a reported outcome?
- Inland’s offering documents report a 180.37% total return and 7.34% average annual return for North Baltimore Office DST, and 208.45% and 9.76% for North Albuquerque Office DST, as reported by the sponsor. Note H links these successor programs to the original RR-HV structure; these are separate program results, not one combined investor return for RR-HV.
- Was the Trust leveraged?
- Public sources reviewed do not identify a lender, loan balance, interest rate, maturity or loan-to-value for either property. Form D filings do not report debt terms, so leverage for this Trust cannot be established from the public record.
- What does the Form D record actually tell me?
- It records the issuer as a Delaware statutory trust formed in 2008, a first sale on October 31, 2008, a $100,000 minimum investment, and a series of amendments through November 3, 2010 that tracked the raise against a fixed offering total. It says nothing about the properties, tenant or debt.
- Why is a fully sold, fully cycled Trust still listed here?
- Because closed offerings are part of a sponsor's public record. Inland Private Capital's handling of this pre-recession office program — a decade-plus hold through the financial crisis, ending in 2019 sales — is documented in SEC filings and trade press that a reader can check directly.
In the news
As reported by the sponsor · AltsWire ↗
Sources
Show sources (3)Hide sources (3)
These links support the record as a whole; individual details may come from different sources.
- U.S. Securities and Exchange Commission, Form D/A ↗
- AltsWire ↗
- Sponsor offering documents, Mar 2020
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.