EFDID: 468391EFD: View Filing

Issuer: JLLX West Phoenix Distribution Center DST (0001958148) - D/A

Accession: 0001958148-23-000004 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001958148
  • Entity Name:
    JLLX West Phoenix Distribution Center DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2022)
  • Address:
    333 WEST WACKER DRIVE, SUITE 2300
    CHICAGO, IL 60606
  • Persons:
    Related Persons 4
    N/A JLL Exchange TRS, LLC
    Promoter 
    Sponsor of Issuer
    N/A LaSalle Investment Management, Inc.
    Promoter 
    Sponsor of Issuer
    Gregory A. Falk
    Executive Officer
    N/A LIPT Reems Road, LLC
    Promoter
EDGAR: Offering Information
  • Accession Date:
    05/11/2023
  • First Sale Date:
    12/08/2022
  • Offering Amount:
    $146,515,397
  • Amount Sold:
    $114,566,099
  • Amount Remaining:
    $31,949,298
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:None
Inactive:AL, CA, CO, CT, DC, GA, IN, KS, KY, MA, MD, MN, NC, NH, NJ, NM, NV, OH, OR, PA, SD, TN, TX, UT, VA, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
LaSalle Investment Management Distributors, LLC 157625 None None All States
CHRISTINA NIELSON 4866971 DAI SECURITIES, LLC 36673 HI, TX, FL, NV, WA, NY, MA, IA, ME, OH, ID, MI, OK, CA, UT, OR, MT, CO, KY, AR, CT, PA, LA, NC, AZ, NM
WILLIAM PATRICK BRENNAN 3090544 INDEPENDENT FINANCIAL GROUP, LLC 7717 HI, TX, FL, NV, WA, NY, SC, MD, IA, ID, CA, UT, IL, OR, IN, AL, VA, CO, KY, PA, LA, NC, AZ, TN, NM
JOSEPH P WERNER 6645379 LaSalle Investment Management Distributors, LLC 157625 All States
KAREN LESLIE VARNHAGEN 1144429 MORGAN STANLEY 14977 HI, IL, OR, TX, MT, NV, WA, NY, VA, CO, CT, MA, AZ, NH, TN, ID, MI, NJ, CA
TRACY BIRD 4147085 MORGAN STANLEY 14977 DE, HI, PR, TX, FL, NV, WA, NY, SC, WI, MA, MD, IA, OH, GA, MI, CA, UT, MN, MO, WY, IL, OR, KS, AL, VA, CO, CT, PA, NC, RI, AZ, NH, TN, NJ, VT, DC
DAVID ROBERT ESHAM 2215529 MORGAN STANLEY 14977 All States
PIOTR G GALUS 5215429 MORGAN STANLEY 14977 DE, HI, TX, FL, NY, SC, SD, WI, MA, MD, ME, OH, GA, CA, MO, IL, OR, IN, MT, VA, CO, CT, PA, LA, NC, RI, AZ, NH, TN, NJ, DC
PAUL WARREN JACKSON 2998795 MORGAN STANLEY 14977 All States
BENJAMIN WILLEY 6131772 MORGAN STANLEY 14977 IL, OR, TX, MT, KS, NV, AK, WA, VA, AZ, GA, ID, OK, CA, UT
CYNTHIA MARY COUYOUMJIAN 1456630 INDEPENDENT FINANCIAL GROUP, LLC 7717 MO, OR, TX, IN, FL, NV, WA, NY, SC, PA, LA, NC, MD, IA, AZ, OH, GA, TN, ID, MI, CA, DC, NM, UT
FRANK COULSON III 3100920 MORGAN STANLEY 14977 DE, HI, TX, FL, NV, WA, SC, MA, MD, ME, GA, MI, CA, UT, WV, WY, MT, VA, CO, CT, RI, AZ, NH, NJ, VT, DC
KEVIN HUNTINGTON 5934354 MORGAN STANLEY 14977 DE, TX, FL, NV, WA, NY, SC, WI, MA, MD, ME, OH, GA, MI, CA, UT, WV, MN, MO, WY, IL, OR, IN, MS, MT, KS, AL, VA, CO, KY, AR, CT, PA, LA, NC, ND, NE, RI, AZ, NH, TN, NJ, VT, DC
PAULINA MATEL 6125677 MORGAN STANLEY 14977 DE, HI, TX, MA, MD, IA, ME, ID, MI, UT, MN, MO, IL, IN, MS, MT, AK, AL, VA, AR, NC, ND, NE, RI, AZ, NH, NJ, VT, NM, FL, NV, WA, NY, SC, SD, WI, OH, GA, OK, CA, WV, WY, OR, KS, CO, KY, CT, PA, LA, TN
RICHARD GRUND 2284738 COMMONWEALTH FINANCIAL NETWORK 8032 WY, IL, OR, TX, IN, FL, WA, NY, VA, CO, KY, SC, CT, MA, NC, ME, AZ, OH, GA, TN, NJ, CA, UT
MICHELLE VIZZI 4780371 INDEPENDENT FINANCIAL GROUP, LLC 7717 AZ, WA, CO, CA
SCOTT MACHEN 4578808 INDEPENDENT FINANCIAL GROUP, LLC 7717 OR, MA, TX, FL, NV, AZ, CO, CA, UT
DAVID JENNINGS 2843403 JANNEY MONTGOMERY SCOTT LLC 463 TX, FL, NV, WA, NY, SC, MA, MD, OH, GA, MI, OK, CA, MN, MO, OR, MS, KS, VA, CO, KY, AR, PA, LA, NC, AZ, TN, NJ, NM
LENORE DUNLOP 7029219 MORGAN STANLEY 149777 HI, TX, FL, NV, NY, SC, MA, MD, GA, MI, CA, MN, MO, IL, OR, IN, VA, CO, AR, CT, PA, NC, AZ, NH, NJ, VT, DC
GARY R BERGERON 5703575 MORGAN STANLEY 149777 DE, HI, TX, FL, WA, NY, SC, MA, MD, ME, OH, GA, ID, MI, CA, UT, MN, IL, MS, AK, VA, CO, CT, PA, NC, RI, AZ, NH, NJ, VT, DC, NM
DOUGLAS M DIRKS 4068542 MORGAN STANLEY 149777 MN, IL, MA, FL, AZ, MI
THOMAS RISHOVD 2572728 MORGAN STANLEY 149777 TX, FL, NV, WA, NY, SC, SD, WI, MA, MD, IA, ME, OH, GA, MI, OK, CA, UT, MN, MO, IL, OR, IN, MT, KS, AL, VA, CO, KY, AR, CT, PA, LA, NC, ND, NE, RI, AZ, TN, NJ, VT, DC, NM
HEATHER REED 5813143 RBC CAPITAL MARKETS LLC 31194 MN, WY, OR, TX, FL, NV, WA, AL, NY, VA, CO, PA, WI, MA, NC, MD, ME, AZ, OH, TN, ID, CA, DC, UT
CHRISTOPHER MICHAEL VIZZI 5095868 INDEPENDENT FINANCIAL GROUP, LLC 7717 WY, IL, OR, TX, NC, FL, NV, AZ, TN, WA, NY, CA
EDWARD CHRISTIAN GRUBER 4369042 MORGAN STANLEY 149777 WY, IL, OR, TX, NC, FL, NV, AZ, TN, WA, NY, CA
JASON BURKETT 4788149 RBC CAPITAL MARKETS LLC 31194 DE, HI, TX, FL, NV, WA, NY, SC, SD, WI, MA, IA, OH, ID, MI, CA, UT, MN, WY, IL, OR, IN, MT, KS, VA, CO, KY, PA, ND, NE, AZ, TN, NJ
JOHN PRINCE 2138970 RBC CAPITAL MARKETS LLC 31194 DE, HI, TX, FL, NV, WA, NY, SC, SD, MA, MD, IA, OH, GA, ID, MI, CA, UT, IL, OR, IN, MT, KS, AL, VA, CO, KY, CT, PA, LA, NC, AZ, NH, NJ, DC, NM
RUSSELL DYER 5439930 MORGAN STANLEY 149777 MO, WY, OR, FL, KS, NV, WA, NY, VA, CO, SC, WI, MA, NC, ND, MD, AZ, OH, GA, NH, ID, CA, DC, UT
KURT NEDDENRIEP 2723394 MORGAN STANLEY 149777 All States
BRUCE HOROWITZ 1333901 COMMONWEALTH FINANCIAL NETWORK 8032 HI, OR, TX, IN, FL, NV, AK, WA, NY, VA, CO, KY, AR, CT, AZ, GA, TN, ID, OK, CA, DC, UT
JAMIE FURLONG 6930080 CONCORDE INVESTMENT SERVICES, LLC 151604 OR, TX, MT, NV, WA, NY, WI, AZ, TN, ID, NJ, CA, NM
CHARLES NORWOOD 4497456 MORGAN STANLEY 149777 DE, TX, FL, NV, WA, NY, SC, SD, WI, MA, MD, IA, GA, MI, OK, CA, MN, MO, IL, OR, IN, MS, MT, AK, AL, VA, CO, KY, AR, PA, LA, NC, NE, AZ, TN, DC
JOHN CODY MOORE 5861459 MORGAN STANLEY 149777 DE, HI, TX, FL, NV, WA, NY, SC, WI, MA, MD, IA, OH, GA, MI, CA, WV, MN, IL, VA, CO, AR, CT, PA, LA, NC, RI, AZ, NH, TN, NJ, VT, DC, NM
JONATHAN KLEIN 5526972 MORGAN STANLEY 149777 DE, HI, TX, FL, NV, NY, SC, MA, MD, OH, GA, MI, CA, UT, MO, IL, OR, VA, CO, CT, PA, LA, NC, RI, AZ, NH, NJ, VT, DC
JUNGSUN MCCUBBIN 5279260 MORGAN STANLEY 149777 HI, TX, FL, NV, WA, NY, MA, MD, OH, GA, MI, OK, CA, MN, IL, OR, MS, MT, KS, AK, VA, CO, KY, PA, LA, NC, AZ, TN, DC, NM
KEITH SMITH 4944329 MORGAN STANLEY 149777 HI, FL, NV, WA, NY, SC, WI, MA, MD, IA, ME, OH, GA, MI, CA, UT, MN, MO, IL, OR, MS, MT, VA, CO, KY, CT, PA, LA, NC, RI, AZ, TN, NJ
KEVIN TARRANT 5377123 MORGAN STANLEY 149777 MO, WY, IL, OR, TX, IN, FL, NV, WA, AL, NY, CO, SC, CT, PA, MA, RI, IA, AZ, GA, NH, MI, NJ, CA
LORING BROWN 2120640 MORGAN STANLEY 149777 HI, MO, WY, IL, TX, FL, NV, NY, VA, CO, SC, PA, MA, NC, MD, AZ, OH, GA, TN, NJ, CA
TODD WETZEL 2108953 MORGAN STANLEY 149777 All States
JOHN STOMBERGER 2165327 ROBERT W BAIRD & CO INC 8158 TX, FL, NV, WA, NY, SC, WI, MA, MD, IA, OH, GA, ID, MI, OK, CA, WV, MN, MO, IL, IN, MS, MT, KS, VA, CO, KY, PA, LA, NC, NE, AZ, NH, TN, NJ, DC
KEITH LOCKWOOD 4141838 MORGAN STANLEY 149777 HI, MN, MO, WY, OR, TX, MT, KS, NV, AK, WA, AL, NY, VA, CO, WI, AZ, GA, TN, ID, MI, OK, CA
KERRI SULLIVAN-KREISS 2141713 COMMONWEALTH FINANCIAL NETWORK 8032 FL, NV, WA, NY, MA, MD, ME, OH, GA, ID, MI, OK, CA, UT, MO, IL, OR, IN, AK, VA, CO, CT, PA, NC, RI, AZ, NH, NJ, VT, DC
BRYAN WHITE 2711387 MORGAN STANLEY 149777 DE, HI, TX, FL, NV, WA, NY, SC, WI, MA, MD, ME, OH, GA, MI, CA, WV, MN, IL, OR, IN, MT, KS, VA, CO, KY, CT, PA, NC, RI, AZ, NH, NJ, VT, DC
J SCOTT MILLER 4488259 MORGAN STANLEY 149777 DE, HI, TX, FL, NV, WA, NY, SC, MA, IA, OH, GA, ID, MI, CA, UT, MN, MO, OR, MS, MT, AK, VA, CO, KY, PA, NC, AZ, NH, NJ
JASON HARRIS 2388244 ROBERT W BAIRD & CO INC 8158 DE, TX, IN, FL, KS, WA, NY, VA, CO, SC, PA, MA, NC, MD, ME, AZ, OH, GA, NH, MI, NJ, CA, DC
JEREMY O'BRIEN 2354870 MORGAN STANLEY 149777 TX, FL, NV, NY, VA, CO, SC, CT, PA, MA, NC, MD, ME, AZ, GA, TN, MI, NJ, OK, CA
CHRISTOPHER ROCKWELL 6089387 JANNEY MONTGOMERY SCOTT LLC 463 DE, HI, TX, FL, WA, NY, SC, MA, MD, OH, GA, MI, OK, CA, WV, MN, MO, IL, OR, IN, MS, MT, KS, AL, VA, CO, KY, CT, PA, LA, NC, ND, NE, RI, AZ, TN, NJ, DC
J BRADLEY RAUCH 2473544 MORGAN STANLEY 149777 DE, TX, FL, NV, WA, NY, SC, WI, MA, MD, IA, ME, OH, GA, MI, CA, UT, WV, MN, MO, IL, OR, IN, MT, KS, VA, CO, KY, CT, PA, LA, NC, AZ, TN, NJ, DC, NM
JEREMY BISCEGLIA 5083500 MORGAN STANLEY 149777 TX, FL, WA, NY, SC, WI, MA, OH, GA, MI, OK, CA, WV, MN, MO, IL, OR, IN, MS, KS, AL, VA, CO, KY, LA, NC, ND, AZ, TN, NJ
RYAN BOONE 3095956 MORGAN STANLEY 149777 HI, TX, FL, NV, WA, NY, SC, WI, MA, IA, GA, ID, MI, CA, UT, MO, WY, IL, OR, IN, MT, AK, AL, VA, CO, NC, ND, AZ, TN, NJ, DC, NM
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
JLLX West Phoenix Distribution Center DSTGregory A. FalkGregory A. FalkVice President of the Signatory Trustee2023-05-09
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Jul. 06, 2023 468391: 0001958148-23-000005 JLLX West Phoenix Distribution Center DST
Offer Amount: $146,515,397
Amount Sold: $133,557,987
Remaining: $12,957,410
D/A May. 11, 2023 468391: 0001958148-23-000004 JLLX West Phoenix Distribution Center DST
Offer Amount: $146,515,397
Amount Sold: $114,566,099
Remaining: $31,949,298
D/A Mar. 29, 2023 468391: 0001958148-23-000003 JLLX West Phoenix Distribution Center DST
Offer Amount: $146,515,397
Amount Sold: $94,721,430
Remaining: $51,793,967
D/A Mar. 13, 2023 468391: 0001958148-23-000002 JLLX West Phoenix Distribution Center DST
Offer Amount: $146,515,397
Amount Sold: $86,919,993
Remaining: $59,595,404
D/A Feb. 14, 2023 468391: 0001692951-23-000013 JLLX West Phoenix Distribution Center DST
Offer Amount: $146,515,397
Amount Sold: $73,413,320
Remaining: $73,102,077
D/A Jan. 31, 2023 468391: 0001958148-23-000001 JLLX West Phoenix Distribution Center DST
Offer Amount: $146,515,397
Amount Sold: $19,996,308
Remaining: $126,519,089
D/A Jan. 12, 2023 468391: 0001940188-23-000001 JLLX West Phoenix Distribution Center DST
Offer Amount: $146,515,397
Amount Sold: $14,717,271
Remaining: $131,798,126
D/A Dec. 30, 2022 468391: 0001958148-22-000002 JLLX West Phoenix Distribution Center DST
Offer Amount: $146,515,397
Amount Sold: $10,301,088
Remaining: $136,214,309
D Dec. 13, 2022 468391: 0001958148-22-000001 JLLX West Phoenix Distribution Center DST
Offer Amount: $146,515,397
Remaining: $146,515,397