EFDID: 91934EFD: Raw Data

Issuer: Edgewood Real Estate Investment Trust (0001507379) - D/A

Accession: 0001209191-17-027267 () (EDGAREDGAR Files) (Form DForm D)

Edgar Posted: Apr. 18, 2017
EFD Posted: Apr. 18, 2017
- < edgarSubmission >
  < schemaVersion > X0707 </ schemaVersion >
  < submissionType > D/A </ submissionType >
  < testOrLive > LIVE </ testOrLive >
- < primaryIssuer >
  < cik > 0001507379 </ cik >
  < entityName > Edgewood Real Estate Investment Trust </ entityName >
- < issuerAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ issuerAddress >
  < issuerPhoneNumber > 701-738-2000 </ issuerPhoneNumber >
  < jurisdictionOfInc > NORTH DAKOTA </ jurisdictionOfInc >
- < issuerPreviousNameList >
  < value > None </ value >
  </ issuerPreviousNameList >
- < edgarPreviousNameList >
  < value > None </ value >
  </ edgarPreviousNameList >
  < entityType > Business Trust </ entityType >
- < yearOfInc >
  < overFiveYears > true </ overFiveYears >
  </ yearOfInc >
  </ primaryIssuer >
- < relatedPersonsList >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > n/a </ firstName >
  < lastName > Edgewood Properties Management LLC </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Executive Officer </ relationship >
  < relationship > Promoter </ relationship >
  </ relatedPersonRelationshipList >
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Philip </ firstName >
  < lastName > Gisi </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Executive Officer </ relationship >
  < relationship > Director </ relationship >
  < relationship > Promoter </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Earl </ firstName >
  < lastName > Strinden </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Dennis </ firstName >
  < lastName > Elbert </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Mark </ firstName >
  < lastName > Dosch </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Dale </ firstName >
  < lastName > Klein </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Executive Officer </ relationship >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Kevin </ firstName >
  < lastName > Ritterman </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Dan </ firstName >
  < lastName > Mikkelson </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Peggy </ firstName >
  < lastName > Becker </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Jon </ firstName >
  < middleName > E. </ middleName >
  < lastName > Strinden </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Executive Officer </ relationship >
  < relationship > Director </ relationship >
  < relationship > Promoter </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Sam </ firstName >
  < lastName > Lerma </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Director </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Rex </ firstName >
  < lastName > Carlson </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 322 Demers Avenue </ street1 >
  < street2 > Suite 500 </ street2 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Executive Officer </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification />
  </ relatedPersonInfo >
  </ relatedPersonsList >
- < offeringData >
- < industryGroup >
  < industryGroupType > REITS and Finance </ industryGroupType >
  </ industryGroup >
- < issuerSize >
  < revenueRange > Decline to Disclose </ revenueRange >
  </ issuerSize >
- < federalExemptionsExclusions >
  < item > 06b </ item >
  </ federalExemptionsExclusions >
- < typeOfFiling >
- < newOrAmendment >
  < isAmendment > true </ isAmendment >
  < previousAccessionNumber > 0001209191-16-145141 </ previousAccessionNumber >
  </ newOrAmendment >
- < dateOfFirstSale >
  < value > 2014-02-26 </ value >
  </ dateOfFirstSale >
  </ typeOfFiling >
- < durationOfOffering >
  < moreThanOneYear > true </ moreThanOneYear >
  </ durationOfOffering >
- < typesOfSecuritiesOffered >
  < isEquityType > true </ isEquityType >
  </ typesOfSecuritiesOffered >
- < businessCombinationTransaction >
  < isBusinessCombinationTransaction > false </ isBusinessCombinationTransaction >
  < clarificationOfResponse />
  </ businessCombinationTransaction >
  < minimumInvestmentAccepted > 0 </ minimumInvestmentAccepted >
- < salesCompensationList >
- < recipient >
  < recipientName > Karl Daniel Goehring </ recipientName >
  < recipientCRDNumber > 6314491 </ recipientCRDNumber >
  < associatedBDName > Alerus Securities Corporation </ associatedBDName >
  < associatedBDCRDNumber > 35947 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 2300 Columbia Road South </ street1 >
  < city > Grand Forks </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58201 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > AZ </ state >
  < description > ARIZONA </ description >
  < state > CA </ state >
  < description > CALIFORNIA </ description >
  < state > FL </ state >
  < description > FLORIDA </ description >
  < state > IL </ state >
  < description > ILLINOIS </ description >
  < state > IN </ state >
  < description > INDIANA </ description >
  < state > MN </ state >
  < description > MINNESOTA </ description >
  < state > NE </ state >
  < description > NEBRASKA </ description >
  < state > NV </ state >
  < description > NEVADA </ description >
  < state > ND </ state >
  < description > NORTH DAKOTA </ description >
  < state > SD </ state >
  < description > SOUTH DAKOTA </ description >
  < state > VA </ state >
  < description > VIRGINIA </ description >
  </ statesOfSolicitationList >
  </ recipient >
- < recipient >
  < recipientName > Garry George Pierce </ recipientName >
  < recipientCRDNumber > 363245 </ recipientCRDNumber >
  < associatedBDName > Garry Pierce Financial Services, L.L.P. </ associatedBDName >
  < associatedBDCRDNumber > 42141 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 1929 N. Washington Street </ street1 >
  < street2 > Suite H </ street2 >
  < city > Bismarck </ city >
  < stateOrCountry > ND </ stateOrCountry >
  < stateOrCountryDescription > NORTH DAKOTA </ stateOrCountryDescription >
  < zipCode > 58501 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > AZ </ state >
  < description > ARIZONA </ description >
  < state > MN </ state >
  < description > MINNESOTA </ description >
  < state > MT </ state >
  < description > MONTANA </ description >
  < state > ND </ state >
  < description > NORTH DAKOTA </ description >
  </ statesOfSolicitationList >
  </ recipient >
- < recipient >
  < recipientName > Rick Engen </ recipientName >
  < recipientCRDNumber > 2528314 </ recipientCRDNumber >
  < associatedBDName > International Assets Advisory, LLC </ associatedBDName >
  < associatedBDCRDNumber > 10645 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 390 North Orange Avenue </ street1 >
  < street2 > Suite 750 </ street2 >
  < city > Orlando </ city >
  < stateOrCountry > FL </ stateOrCountry >
  < stateOrCountryDescription > FLORIDA </ stateOrCountryDescription >
  < zipCode > 32801 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > AZ </ state >
  < description > ARIZONA </ description >
  < state > CA </ state >
  < description > CALIFORNIA </ description >
  < state > CO </ state >
  < description > COLORADO </ description >
  < state > DC </ state >
  < description > DISTRICT OF COLUMBIA </ description >
  < state > FL </ state >
  < description > FLORIDA </ description >
  < state > GA </ state >
  < description > GEORGIA </ description >
  < state > IL </ state >
  < description > ILLINOIS </ description >
  < state > IA </ state >
  < description > IOWA </ description >
  < state > KS </ state >
  < description > KANSAS </ description >
  < state > MN </ state >
  < description > MINNESOTA </ description >
  < state > MT </ state >
  < description > MONTANA </ description >
  < state > NE </ state >
  < description > NEBRASKA </ description >
  < state > NV </ state >
  < description > NEVADA </ description >
  < state > NY </ state >
  < description > NEW YORK </ description >
  < state > ND </ state >
  < description > NORTH DAKOTA </ description >
  < state > OH </ state >
  < description > OHIO </ description >
  < state > OK </ state >
  < description > OKLAHOMA </ description >
  < state > PA </ state >
  < description > PENNSYLVANIA </ description >
  < state > SD </ state >
  < description > SOUTH DAKOTA </ description >
  < state > TX </ state >
  < description > TEXAS </ description >
  < state > WA </ state >
  < description > WASHINGTON </ description >
  < state > WY </ state >
  < description > WYOMING </ description >
  </ statesOfSolicitationList >
  </ recipient >
  </ salesCompensationList >
- < offeringSalesAmounts >
  < totalOfferingAmount > 59500000 </ totalOfferingAmount >
  < totalAmountSold > 15588786 </ totalAmountSold >
  < totalRemaining > 43911214 </ totalRemaining >
  < clarificationOfResponse />
  </ offeringSalesAmounts >
- < investors >
  < hasNonAccreditedInvestors > true </ hasNonAccreditedInvestors >
  < numberNonAccreditedInvestors > 25 </ numberNonAccreditedInvestors >
  < totalNumberAlreadyInvested > 145 </ totalNumberAlreadyInvested >
  </ investors >
- < salesCommissionsFindersFees >
- < salesCommissions >
  < dollarAmount > 125000 </ dollarAmount >
  < isEstimate > true </ isEstimate >
  </ salesCommissions >
- < findersFees >
  < dollarAmount > 0 </ dollarAmount >
  </ findersFees >
  < clarificationOfResponse />
  </ salesCommissionsFindersFees >
- < useOfProceeds >
- < grossProceedsUsed >
  < dollarAmount > 0 </ dollarAmount >
  </ grossProceedsUsed >
  < clarificationOfResponse />
  </ useOfProceeds >
- < signatureBlock >
  < authorizedRepresentative > false </ authorizedRepresentative >
- < signature >
  < issuerName > Edgewood Real Estate Investment Trust </ issuerName >
  < signatureName > /s/ Jon E. Strinden </ signatureName >
  < nameOfSigner > Jon E. Strinden </ nameOfSigner >
  < signatureTitle > Vice President </ signatureTitle >
  < signatureDate > 2017-04-18 </ signatureDate >
  </ signature >
  </ signatureBlock >
  </ offeringData >
  </ edgarSubmission >
Edgar Posted: Apr. 18, 2017
EFD Posted: Apr. 18, 2017