EFDID: 103103EFD: View Filing

Issuer: Medical Office Portfolio DST (0001619928) - D/A

Accession: 0001619928-14-000004 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001619928
  • Entity Name:
    Medical Office Portfolio DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2014)
  • Address:
    2901 BUTTERFIELD ROAD
    OAK BROOK, IL 60523
  • Persons:
    Related Persons 3
    Capital Corporation Inland Private
    Promoter 
    Sponsor of the Issuer.
    Portfolio, L.L.C. Medical Office
    Promoter 
    Depositor of the Issuer.
    Portfolio Exchange, L.L.C. Medical Office
    Promoter 
    Signatory Trustee of the Issuer.
EDGAR: Offering Information
  • Accession Date:
    12/24/2014
  • First Sale Date:
    09/10/2014
  • Offering Amount:
    $16,543,467
  • Amount Sold:
    $16,543,467
  • Exemptions:
    Rule 506
  • Security Type(s):
    Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
EFD: Current State Notices

No State Notices found in EFD

EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Nathaniel M. Kuhn 451126 Concorde Investment Services, LLC 151604 IL, IA
Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 OR
Joseph G. Michaletz 1327534 Triad Advisors, Inc. 25803 MN, TX
Mark G. Kosanke 2317906 Concorde Investment Services, LLC 151604 MI
Trawnegan Gall 6266415 Sandlapper Securities, LLC 137906 CA, MN, NJ
Edwin T. Suzuki 4851317 Newport Coast Securities, Inc. 16944 CA
Chay T. Lapin 6275140 Concorde Investment Services, LLC 151604 CA
Susan J. Gitt 5580509 EDI Financial, Inc. 15699 FL
Inland Securities Corporation 15807 Inland Securities Corporation 15807 IL
Peter A. Finnegan 1336798 Phalanx Trading, LLC 146993 MA
James D. Warring 3198200 Triad Advisors, Inc. 25803 MD
Joral T. Schmalle 4491484 Sigma Financial Corporation 14303 CA
John P. Gustavson 4045015 CliftonLarsonAllen Wealth Advisors, LLC 38357 MN
William S. Sheehan 2328614 DFPG Investments, Inc. 155576 MA
Robert R. Tweed 2339324 Concorde Investment Services, LLC 151604 CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Medical Office Portfolio DST/s/ Keith LampiKeith LampiCOO of the Member of the Signatory Trustee2014-12-24
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Dec. 24, 2014 103103: 0001619928-14-000004 Medical Office Portfolio DST
Offer Amount: $16,543,467
Amount Sold: $16,543,467
D/A Oct. 17, 2014 103103: 0001619928-14-000003 Medical Office Portfolio DST
Offer Amount: $16,543,467
Amount Sold: $13,237,777
Remaining: $3,305,690
D/A Oct. 06, 2014 103103: 0001619928-14-000002 Medical Office Portfolio DST
Offer Amount: $16,543,467
Amount Sold: $12,660,383
Remaining: $3,883,084
D Sep. 23, 2014 103103: 0001619928-14-000001 Medical Office Portfolio DST
Offer Amount: $16,543,467
Amount Sold: $7,582,426
Remaining: $8,961,041