0001738976-18-000007.txt : 20180907 0001738976-18-000007.hdr.sgml : 20180907 20180907152651 ACCESSION NUMBER: 0001738976-18-000007 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20180907 DATE AS OF CHANGE: 20180907 EFFECTIVENESS DATE: 20180907 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NREA Meritage, DST CENTRAL INDEX KEY: 0001738976 IRS NUMBER: 826954823 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-314626 FILM NUMBER: 181060012 BUSINESS ADDRESS: STREET 1: C/- NEXPOINT REAL ESTATE ADVISORS IV, LP STREET 2: 300 CRESCENT COURT, SUITE 700 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 972-419-2500 MAIL ADDRESS: STREET 1: C/- NEXPOINT REAL ESTATE ADVISORS IV, LP STREET 2: 300 CRESCENT COURT, SUITE 700 CITY: DALLAS STATE: TX ZIP: 75201 D/A 1 primary_doc.xml X0708 D/A LIVE 0001738976 NREA Meritage, DST C/- NEXPOINT REAL ESTATE ADVISORS IV, LP 300 CRESCENT COURT, SUITE 700 DALLAS TX TEXAS 75201 972-419-2500 DELAWARE None None Business Trust true 2018 n/a NexPoint Real Estate Advisors IV, L.P 300 Crescent Court Suite 700 Dallas TX TEXAS 75201 Executive Officer Sponsor of the Issuer N/A NREA Meritage Manager, LLC 300 Crescent Court Suite 700 Dallas TX TEXAS 75201 Promoter Manager of the Issuer N/A NREA Meritage Investment Co., LLC 300 Crescent Court Suite 700 Dallas TX TEXAS 75201 Promoter Contributor of the Issuer Other Real Estate Decline to Disclose 06b true 0001738976-18-000006 2018-05-31 false true false 100000 Highland Capital Funds Distributor, Inc 165013 None None 300 Crescent Court Suite 700 Dallas TX TEXAS 75201 All States false Edward Fernandez 2956661 Capulent, LLC. 155155 4144 N 44TH STREET STE 3 PHOENIX AZ ARIZONA 85018 MO MISSOURI false Corbin S. Thomas 4234748 McDermott Investment Services, LLC. 154926 44 East Broad Street 2nd Floor BETHLEHEM PA PENNSYLVANIA 18018 CA CALIFORNIA false Patrick T Shea 1654953 Whitehall-Parker Securities, Inc. 10608 477 Pacific Avenue-2nd Floor San Francisco CA CALIFORNIA 94133 CA CALIFORNIA CO COLORADO TX TEXAS false Eric S. Scaff 5281210 Concord Investment Services, LLC. 151604 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 CA CALIFORNIA false Delmar V Mckinney 1186853 Concord Investment Services, LLC. 151604 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 TX TEXAS false Kent A. Fitzpatrick 1998842 Concord Investment Services, LLC. 151604 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 MA MASSACHUSETTS false Mark E Urban 3238095 Cabot Lodge Securities, LLC. 159712 200 VESEY STREET 24TH FLOOR NEW YORK NY NEW YORK 10281 NJ NEW JERSEY false Mitchell A Foote 2440243 Client One Securities, LLC. 152974 11460 TOMAHAWK CREEK PARKWAY LEAWOOD KS KANSAS 66211 KS KANSAS false Tomas J Velken 1600404 Sigma Financial Corporation 14303 300 PARKLAND PLAZA ANN ARBOR MI MICHIGAN 48103-9508 CA CALIFORNIA false Mathew T. Rubis 5863109 Parkland Securities, LLC. 115368 300 PARKLAND PLAZA ANN ARBOR MI MICHIGAN 48103-9508 ND NORTH DAKOTA false John T Hess 4616655 Concord Investment Services, LLC 151604 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 CA CALIFORNIA false Roger W. Bowlin 1905652 Concord Investment Services, LLC 151604 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 WA WASHINGTON false Debra J. Schleining 2768752 McDermott Investment Services, LLC. 154926 44 East Broad Street 2nd Floor BETHLEHEM PA PENNSYLVANIA 18018 CA CALIFORNIA false Robin Tom Naylor 1392433 Emerson Equity, LLC. 130032 155 BOVET ROAD SUITE 725 SAN MATEO CA CALIFORNIA 94402 CA CALIFORNIA false Mark J. Allen 4581548 Purshe Kaplan Sterling Investments 35747 18 CORPORATE WOODS BLVD ALBANY NY NEW YORK 12211 NE NEBRASKA false Troy Thomas 4691720 McDermott Investment Services, LLC 154926 44 East Broad Street 2nd Floor BETHLEHEM PA PENNSYLVANIA 18018 TN TENNESSEE false Bryan C Hakola 4161289 Concorde Investment Services, LLC 151604 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 CA CALIFORNIA false Michael B Hansen 4471989 Whitehall-Parker Securities, Inc. 10608 477 Pacific Avenue-2nd Floor San Francisco CA CALIFORNIA 94133 WA WASHINGTON false Blayne Allen Andersen 5727397 Parkland Securities, LLC. 115368 300 PARKLAND PLAZA Ann Arbor MI MICHIGAN 48103-9508 ID IDAHO false Kent A. Fitzpatrick 1998842 Concord Investment Services, LLC. 151604 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 MA MASSACHUSETTS false William D Mahony 4578876 Concord Investment Services, LLC. 151604 19500 VICTOR PARKWAY SUITE 550 Livonia MI MICHIGAN 48152 MA MASSACHUSETTS false Robert C. Myer 5262157 Berthel Fisher & Co Finl Serv Inc 13609 4201 42ND STREET NE SUITE 100 Cedar Rapids IA IOWA 52402 CA CALIFORNIA false Roy V. Pfleger II 5896655 Concord Investment Services, LLC. 151604 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 WA WASHINGTON false Joral Townsend Schmalle 4491484 Sigma Financial Corportation 14303 300 PARKLAND PLAZA ANN ARBOR MI MICHIGAN 48103-9508 CA CALIFORNIA false Daniel Philip Raupp 4079107 Concord Investment Services, LLC. 151604 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 FL FLORIDA false James M. Lamont 2846228 Whitehall-Parker Securities, Inc. 10608 477 Pacific Avenue-2nd Floor San Francisco CA CALIFORNIA 94133 CA CALIFORNIA false Charles Wagner 2761324 Concord Investment Services, LLC. 151604 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 CA CALIFORNIA false 21213382 14802789 6410593 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 40 1272803 true 0 true Item 15 is an estimate of selling commission, managing broker-dealer fee, marking and due diligence expense allowances, and organization and offering expenses. 465625 true Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons. false NREA Meritage, DST /s/ Brian Mitts Brian Mitts Executive Vice President of the Manager of the Issuer 2018-09-07