Keystone 1031 Net Leased Portfolio DST
sponsored by Keystone 1031
Keystone 1031 Net Leased Portfolio DST, sponsored by Keystone 1031, filed its first Form D with the SEC on Nov 8, 2021 for a $15.3 million offering. Its last Form D was filed Mar 3, 2022.
How it ended
No outcome recorded · under 7 years
Last Form D filed Mar 3, 2022.
Key facts
- Minimum investment
- $50,000From the Form D
- Offering size
- $15,375,000Equity offered, per the Form D
- Sold
- 80.2%Form D, Mar 3, 2022; the % is our arithmetic
- Investors reported
- Form D, Mar 3, 202230
- Selling commissions
- Form D Item 15; the % is our arithmetic$1,230,000 · 8.0% of offering
- Financing
- Leveraged. This offering reports mortgage debt on the property.How it is financed ↓
- Offered under
- Rule 506(c)May be advertised publicly. Every buyer’s accredited status must be verified.
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: Keystone 1031 Net Leased Portfolio DST. Top1031 is not a broker-dealer.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
- $1,230,000 · 8.0% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $1,132,950 · 7.3% of offeringForm D Item 16· The filing’s note: “The Sponsor of the Issuer will receive a Sponsor fee of $887,950 + organization & offering expense reimbursement of $245,000 from the equity portion of the offering proceeds”
- Broker-dealers named in the Form D
- 8 named in the Form D
Show the firms
- Cabin Securities, Inc. · CRD 137608
- Capital Markets IQ, LLC · CRD 134921
- Emerson Equity LLC · CRD 130032
- Great Point Capital LLC · CRD 114203
- Insight Investment Advisers LLC · CRD 286497
- Lighthouse Capital Group, LLC · CRD 169135
- Much Wealth Management, Inc. · CRD 150356
- Newbridge Securities Corporation · CRD 104065
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Nov 30, 2021
- Minimum investment
- $50,000
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
- Keystone 1031 Net Leased Portfolio DST
- SEC CIK
- 1885853
- First Form D
- Nov 8, 2021
- Latest Form D
- Mar 3, 2022
- Filings on record
- 2
- Offered under
- Rule 506(c)May be advertised publicly. Every buyer’s accredited status must be verified.
- Source filing
SEC Form D filings, newest first
| Filed | Form | Offering amount | Amount sold | Investors | Filing on SEC EDGAR |
|---|---|---|---|---|---|
| Form D/A | $15,375,000 | $12,339,322+$12,339,322 | 30 | EDGAR | |
| Form D | $15,375,000 | $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 Keystone 1031 Net Leased Portfolio DST?
- Keystone 1031 Net Leased Portfolio DST is a Historical offering. Last Form D filed Mar 3, 2022.
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.