Moody Mosaic DST
in San Antonio, TX · sponsored by Moody National
Moody Mosaic DST, sponsored by Moody National, filed its first Form D with the SEC on Sep 23, 2021 for a $20.1 million offering. Its last Form D, filed Jan 28, 2022, reports the offering fully sold.
How it ended
The last Form D, filed Jan 28, 2022, reports the offering fully sold.
Key facts
- Minimum investment
- $25,000From the Form D
- Offering size
- $20,140,000Equity offered, per the Form D
- Sold
- 100%Form D, Jan 28, 2022; the % is our arithmetic
- Investors reported
- Form D, Jan 28, 202262
- Selling commissions
- Form D Item 15; the % is our arithmetic$1,607,421 · 7.9% 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 →
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Ask a 1031 specialist about this recordFree. About: Moody Mosaic DST. Top1031 is not a broker-dealer.What did Moody Mosaic DST own?
- Reported location
- San Antonio, TX
How was it financed, and what did it cost to sell?
Costs and terms from the Form D
- Selling commissions
- $1,607,421 · 7.9% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $2,357,684 · 11.7% of offeringForm D Item 16· The filing’s note: “Moody Mosaic Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,307,684.”
- Broker-dealers named in the Form D
- 9 named in the Form D
Show the firms
- Aurora Securities · CRD 46147
- Centaurus Financial, Inc. · CRD 30833
- Clark Wealth Strategies, Inc. · CRD 146090
- Concorde Investment Services, LLC · CRD 151604
- Crown Capital Securities, L.P. · CRD 6312
- DAI Securities, LLC · CRD 36673
- Insight Investment Advisers LLC · CRD 286497
- Moody Securities, LLC · CRD 148771
- Realized Financial, Inc. · CRD 22333
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Oct 8, 2021
- 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 Moody Mosaic DST?
- Sponsor
- Offerings on record
What does the SEC record show?
- Legal Trust name
- Moody Mosaic DST
- SEC CIK
- 1884127
- First Form D
- Sep 23, 2021
- Latest Form D
- Jan 28, 2022
- 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 | Filing on SEC EDGAR |
|---|---|---|---|---|---|
| Form D/A | $20,140,000 | $20,140,000+$20,140,000 | 62 | EDGAR | |
| Form D | $20,140,000 | $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 Moody Mosaic DST?
- Moody Mosaic DST is a Historical offering. The last Form D, filed Jan 28, 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.