EFDID: 458281EFD: Raw Data

Issuer: JWCM Heights West, DST (0001940976) - D/A

Accession: 0001940976-23-000002 () (EDGAREDGAR Files) (Form DForm D)

Edgar Posted: Mar. 24, 2023
EFD Posted: Mar. 24, 2023
- < edgarSubmission >
  < schemaVersion > X0708 </ schemaVersion >
  < submissionType > D/A </ submissionType >
  < testOrLive > LIVE </ testOrLive >
- < primaryIssuer >
  < cik > 0001940976 </ cik >
  < entityName > JWCM Heights West, DST </ entityName >
- < issuerAddress >
  < street1 > 445 PARK AVENUE </ street1 >
  < street2 > SUITE 2101 </ street2 >
  < city > NEW YORK </ city >
  < stateOrCountry > NY </ stateOrCountry >
  < stateOrCountryDescription > NEW YORK </ stateOrCountryDescription >
  < zipCode > 10022 </ zipCode >
  </ issuerAddress >
  < issuerPhoneNumber > (212) 751-3344 </ issuerPhoneNumber >
  < jurisdictionOfInc > DELAWARE </ jurisdictionOfInc >
- < issuerPreviousNameList >
  < value > None </ value >
  </ issuerPreviousNameList >
- < edgarPreviousNameList >
  < value > None </ value >
  </ edgarPreviousNameList >
  < entityType > Other </ entityType >
  < entityTypeOtherDesc > Delaware Statutory Trust </ entityTypeOtherDesc >
- < yearOfInc >
  < withinFiveYears > true </ withinFiveYears >
  < value > 2022 </ value >
  </ yearOfInc >
  </ primaryIssuer >
- < relatedPersonsList >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > N/A </ firstName >
  < lastName > JWCM Exchange I, LLC </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 445 Park Avenue </ street1 >
  < street2 > Suite 2101 </ street2 >
  < city > New York </ city >
  < stateOrCountry > NY </ stateOrCountry >
  < stateOrCountryDescription > NEW YORK </ stateOrCountryDescription >
  < zipCode > 10022 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Executive Officer </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > Sponsor of the Issuer </ relationshipClarification >
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > N/A </ firstName >
  < lastName > JWCM Heights West Manager, LLC </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 445 Park Avenue </ street1 >
  < street2 > Suite 2101 </ street2 >
  < city > New York </ city >
  < stateOrCountry > NY </ stateOrCountry >
  < stateOrCountryDescription > NEW YORK </ stateOrCountryDescription >
  < zipCode > 10022 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Executive Officer </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > Manager and Signatory Trustee of the Issuer </ relationshipClarification >
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > N/A </ firstName >
  < lastName > JWCM Heights West Depositor, LLC </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 445 Park Avenue </ street1 >
  < street2 > Suite 2101 </ street2 >
  < city > New York </ city >
  < stateOrCountry > NY </ stateOrCountry >
  < stateOrCountryDescription > NEW YORK </ stateOrCountryDescription >
  < zipCode > 10022 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Executive Officer </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > Depositor of the Issuer </ relationshipClarification >
  </ relatedPersonInfo >
- < relatedPersonInfo >
- < relatedPersonName >
  < firstName > Jason </ firstName >
  < lastName > Warsavsky </ lastName >
  </ relatedPersonName >
- < relatedPersonAddress >
  < street1 > 445 Park Avenue </ street1 >
  < street2 > Suite 2101 </ street2 >
  < city > New York </ city >
  < stateOrCountry > NY </ stateOrCountry >
  < stateOrCountryDescription > NEW YORK </ stateOrCountryDescription >
  < zipCode > 10022 </ zipCode >
  </ relatedPersonAddress >
- < relatedPersonRelationshipList >
  < relationship > Executive Officer </ relationship >
  </ relatedPersonRelationshipList >
  < relationshipClarification > President of the Sponsor of the Issuer </ relationshipClarification >
  </ relatedPersonInfo >
  </ relatedPersonsList >
- < offeringData >
- < industryGroup >
  < industryGroupType > Other Real Estate </ industryGroupType >
  </ industryGroup >
- < issuerSize >
  < revenueRange > Decline to Disclose </ revenueRange >
  </ issuerSize >
- < federalExemptionsExclusions >
  < item > 06b </ item >
  </ federalExemptionsExclusions >
- < typeOfFiling >
- < newOrAmendment >
  < isAmendment > true </ isAmendment >
  < previousAccessionNumber > 0001940976-23-000001 </ previousAccessionNumber >
  </ newOrAmendment >
- < dateOfFirstSale >
  < value > 2022-08-23 </ value >
  </ dateOfFirstSale >
  </ typeOfFiling >
- < durationOfOffering >
  < moreThanOneYear > false </ moreThanOneYear >
  </ durationOfOffering >
- < typesOfSecuritiesOffered >
  < isEquityType > true </ isEquityType >
  </ typesOfSecuritiesOffered >
- < businessCombinationTransaction >
  < isBusinessCombinationTransaction > false </ isBusinessCombinationTransaction >
  < clarificationOfResponse />
  </ businessCombinationTransaction >
  < minimumInvestmentAccepted > 25000 </ minimumInvestmentAccepted >
- < salesCompensationList >
- < recipient >
  < recipientName > DAI Securities, LLC </ recipientName >
  < recipientCRDNumber > 36673 </ recipientCRDNumber >
  < associatedBDName > None </ associatedBDName >
  < associatedBDCRDNumber > None </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 2200 Century Parkway NE </ street1 >
  < street2 > Suite 435 </ street2 >
  < city > Atlanta </ city >
  < stateOrCountry > GA </ stateOrCountry >
  < stateOrCountryDescription > GEORGIA </ stateOrCountryDescription >
  < zipCode > 30345 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > AZ </ state >
  < description > ARIZONA </ description >
  < state > AR </ state >
  < description > ARKANSAS </ description >
  < state > CA </ state >
  < description > CALIFORNIA </ description >
  < state > CO </ state >
  < description > COLORADO </ description >
  < state > FL </ state >
  < description > FLORIDA </ description >
  < state > GA </ state >
  < description > GEORGIA </ description >
  < state > IL </ state >
  < description > ILLINOIS </ description >
  < state > MD </ state >
  < description > MARYLAND </ description >
  < state > MA </ state >
  < description > MASSACHUSETTS </ description >
  < state > NM </ state >
  < description > NEW MEXICO </ description >
  < state > OK </ state >
  < description > OKLAHOMA </ description >
  < state > TX </ state >
  < description > TEXAS </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > Edward Fernandez </ recipientName >
  < recipientCRDNumber > 2956661 </ recipientCRDNumber >
  < associatedBDName > Capulent LLC </ associatedBDName >
  < associatedBDCRDNumber > 155155 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 2603 Main Street </ street1 >
  < street2 > Suite 1050 </ street2 >
  < city > Irvine </ city >
  < stateOrCountry > CA </ stateOrCountry >
  < stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >
  < zipCode > 92614 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > NM </ state >
  < description > NEW MEXICO </ description >
  < state > NY </ state >
  < description > NEW YORK </ description >
  < state > TX </ state >
  < description > TEXAS </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > Jacob Adams </ recipientName >
  < recipientCRDNumber > 4975889 </ recipientCRDNumber >
  < associatedBDName > Realized Financial, Inc. </ associatedBDName >
  < associatedBDCRDNumber > 22333 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 400 W. 15th Street </ street1 >
  < street2 > Suite 700 </ street2 >
  < city > Austin </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 78701 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > FL </ state >
  < description > FLORIDA </ description >
  < state > NY </ state >
  < description > NEW YORK </ description >
  < state > TX </ state >
  < description > TEXAS </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > Steve Haskell </ recipientName >
  < recipientCRDNumber > 6864948 </ recipientCRDNumber >
  < associatedBDName > FNEX Capital, LLC </ associatedBDName >
  < associatedBDCRDNumber > 166316 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 21515 Hawthorne Boulevard </ street1 >
  < street2 > Suite 360 </ street2 >
  < city > Torrance </ city >
  < stateOrCountry > CA </ stateOrCountry >
  < stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >
  < zipCode > 90503 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > HI </ state >
  < description > HAWAII </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > Clay Schmidt </ recipientName >
  < recipientCRDNumber > 6920482 </ recipientCRDNumber >
  < associatedBDName > Realized Financial, Inc. </ associatedBDName >
  < associatedBDCRDNumber > 22333 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 400 W. 15th Street </ street1 >
  < street2 > Suite 700 </ street2 >
  < city > Austin </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 78701 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > CA </ state >
  < description > CALIFORNIA </ description >
  < state > IN </ state >
  < description > INDIANA </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > Matt McFarland </ recipientName >
  < recipientCRDNumber > 6675310 </ recipientCRDNumber >
  < associatedBDName > FNEX Capital, LLC </ associatedBDName >
  < associatedBDCRDNumber > 166316 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > One Indiana Square </ street1 >
  < street2 > Suite 2252 </ street2 >
  < city > Indianapolis </ city >
  < stateOrCountry > IN </ stateOrCountry >
  < stateOrCountryDescription > INDIANA </ stateOrCountryDescription >
  < zipCode > 46204 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > TX </ state >
  < description > TEXAS </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > Amr Tenney </ recipientName >
  < recipientCRDNumber > 5506866 </ recipientCRDNumber >
  < associatedBDName > Realized Financial, Inc. </ associatedBDName >
  < associatedBDCRDNumber > 22333 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 400 W. 15th Street </ street1 >
  < street2 > Suite 700 </ street2 >
  < city > Austin </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 78701 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > TX </ state >
  < description > TEXAS </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > Tommy Olsen </ recipientName >
  < recipientCRDNumber > 7338381 </ recipientCRDNumber >
  < associatedBDName > FNEX Capital, LLC </ associatedBDName >
  < associatedBDCRDNumber > 166316 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > One Indiana Square </ street1 >
  < street2 > Suite 2252 </ street2 >
  < city > Indianapolis </ city >
  < stateOrCountry > IN </ stateOrCountry >
  < stateOrCountryDescription > INDIANA </ stateOrCountryDescription >
  < zipCode > 46204 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > AZ </ state >
  < description > ARIZONA </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
- < recipient >
  < recipientName > McKenna Duncan </ recipientName >
  < recipientCRDNumber > 7310472 </ recipientCRDNumber >
  < associatedBDName > Realized Financial, Inc. </ associatedBDName >
  < associatedBDCRDNumber > 22333 </ associatedBDCRDNumber >
- < recipientAddress >
  < street1 > 400 W. 15th Street </ street1 >
  < street2 > Suite 700 </ street2 >
  < city > Austin </ city >
  < stateOrCountry > TX </ stateOrCountry >
  < stateOrCountryDescription > TEXAS </ stateOrCountryDescription >
  < zipCode > 78701 </ zipCode >
  </ recipientAddress >
- < statesOfSolicitationList >
  < state > TX </ state >
  < description > TEXAS </ description >
  </ statesOfSolicitationList >
  < foreignSolicitation > false </ foreignSolicitation >
  </ recipient >
  </ salesCompensationList >
- < offeringSalesAmounts >
  < totalOfferingAmount > 14882588 </ totalOfferingAmount >
  < totalAmountSold > 14882588 </ totalAmountSold >
  < totalRemaining > 0 </ totalRemaining >
  < clarificationOfResponse > Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. </ clarificationOfResponse >
  </ offeringSalesAmounts >
- < investors >
  < hasNonAccreditedInvestors > false </ hasNonAccreditedInvestors >
  < totalNumberAlreadyInvested > 42 </ totalNumberAlreadyInvested >
  </ investors >
- < salesCommissionsFindersFees >
- < salesCommissions >
  < dollarAmount > 1458272 </ dollarAmount >
  < isEstimate > true </ isEstimate >
  </ salesCommissions >
- < findersFees >
  < dollarAmount > 0 </ dollarAmount >
  < isEstimate > true </ isEstimate >
  </ findersFees >
  < clarificationOfResponse > Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid. </ clarificationOfResponse >
  </ salesCommissionsFindersFees >
- < useOfProceeds >
- < grossProceedsUsed >
  < dollarAmount > 995679 </ dollarAmount >
  < isEstimate > true </ isEstimate >
  </ grossProceedsUsed >
  < clarificationOfResponse > Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. </ clarificationOfResponse >
  </ useOfProceeds >
- < signatureBlock >
  < authorizedRepresentative > false </ authorizedRepresentative >
- < signature >
  < issuerName > JWCM Heights West, DST </ issuerName >
  < signatureName > /s/ Jason Warsavsky </ signatureName >
  < nameOfSigner > Jason Warsavsky </ nameOfSigner >
  < signatureTitle > President of the Sponsor of the Issuer </ signatureTitle >
  < signatureDate > 2023-03-24 </ signatureDate >
  </ signature >
  </ signatureBlock >
  </ offeringData >
  </ edgarSubmission >
Edgar Posted: Mar. 24, 2023
EFD Posted: Mar. 24, 2023