JLLX Whitestown, DST
in Whitestown, IN · sponsored by JLL Exchange (JLLX)
JLLX Whitestown, DST, sponsored by JLL Exchange (JLLX), filed its first Form D with the SEC on Apr 12, 2021 for a $32.4 million offering. A sale, reported by baker1031.com.
How it ended
A sale, reported by baker1031.com.
Key facts
- Minimum investment
- $75,000From the Form D
- Offering size
- $32,404,372Equity offered, per the Form D
- Sold
- 95.9%Form D, Nov 12, 2021; the % is our arithmetic
- Investors reported
- Form D, Nov 12, 202135
- Selling commissions
- Form D Item 15; the % is our arithmetic$2,268,307 · 7.0% 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 →
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Ask a 1031 specialist about this recordFree. About: JLLX Whitestown, DST. Top1031 is not a broker-dealer.What did JLLX Whitestown, DST own?
- Reported location
- Whitestown, IN
How was it financed, and what did it cost to sell?
Debt
- Financing
- Leveraged. This offering reports mortgage debt on the property.
Costs and terms from the Form D
- Selling commissions
- $2,268,307 · 7.0% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $243,033 · 0.7% of offeringForm D Item 16
- Broker-dealers named in the Form D
- 9 named in the Form D
Show the firms
- Commonwealth Financial Network · CRD 8032
- Concorde Investment Services, LLC · CRD 151604
- DAI Securities, LLC · CRD 36673
- Emerson Equity LLC · CRD 130032
- Great Point Capital LLC · CRD 114203
- LaSalle Investment Management Distributors, LLC · CRD 157625
- Morgan Stanley · CRD 149777
- RBC Capital Markets, LLC · CRD 31194
- Realized Financial, Inc. · CRD 22333
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Mar 29, 2021
- Minimum investment
- $75,000
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 JLLX Whitestown, DST?
- Sponsor
- Offerings on record
What does the SEC record show?
- Legal Trust name
- JLLX Whitestown, DST
- SEC CIK
- 1849892
- First Form D
- Apr 12, 2021
- Latest Form D
- Nov 12, 2021
- 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 | Minimum | Filing on SEC EDGAR |
|---|---|---|---|---|---|---|
| Form D/A | $32,404,372 | $31,093,942+$30,573,942 | 35+34 | $75,000was $500,000 | EDGAR | |
| Form D | $32,404,372 | $520,000 | 1 | $500,000 | 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 JLLX Whitestown, DST?
- JLLX Whitestown, DST is a Historical offering. A sale, reported by baker1031.com.
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.