Top1031
Epoch Fort Collins DST
in Fort Collins, CO · sponsored by Valeo Groupe Americas
Historical · soldSold Sep 2023 · last Form D Apr 13, 2021 (opens in a new tab)
Epoch Fort Collins DST, sponsored by Valeo Groupe Americas, filed its first Form D with the SEC on Apr 13, 2021 for a $23.1 million offering. Sold Sep 2023.
How it ended
Sold, no result reported
Sold Sep 2023.
- Date
- Sep 1, 2023
Key facts
- Minimum investment
- $100,000From the Form D
- Offering size
- $23,100,000Equity offered, per the Form D
- Sold
- 14.2%Form D, Apr 13, 2021; the % is our arithmetic
- Investors reported
- Form D, Apr 13, 20219
- Selling commissions
- Form D Item 15; the % is our arithmetic$1,386,000 · 6.0% 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: Epoch Fort Collins DST. Top1031 is not a broker-dealer.What did Epoch Fort Collins DST own?
- Reported location
- Fort Collins, CO
How was it financed, and what did it cost to sell?
Costs and terms from the Form D
- Selling commissions
- $1,386,000 · 6.0% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $635,250 · 2.7% of offeringForm D Item 16· The filing’s note: “Estimate of certain fees, including the Marketing and Due Diligence Allowance, Concorde Asset Management, LLC Consulting Fee and offering and organizational expenses that may accrue to one or more Related Persons.”
- Broker-dealers named in the Form D
- 1 named in the Form D
Show the firms
- Concorde Investment Services, LLC · CRD 151604
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Mar 31, 2021
- 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. The issuer marked these amounts as an estimate.
Who's behind Epoch Fort Collins DST?
- Sponsor
- Offerings on record
What does the SEC record show?
- Legal Trust name
- Epoch Fort Collins DST
- SEC CIK
- 1856616
- First Form D
- Apr 13, 2021
- Latest Form D
- Apr 13, 2021
- Filings on record
- 1
- 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 | $23,100,000 | $3,302,095 | 9 | 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 Epoch Fort Collins DST?
- Epoch Fort Collins DST is a Historical offering. Sold Sep 2023.
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.