0001882232-21-000003.txt : 20211021 0001882232-21-000003.hdr.sgml : 20211021 20211021114139 ACCESSION NUMBER: 0001882232-21-000003 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20211021 DATE AS OF CHANGE: 20211021 EFFECTIVENESS DATE: 20211021 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CX EOS Orlando, DST CENTRAL INDEX KEY: 0001882232 IRS NUMBER: 876418559 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-416016 FILM NUMBER: 211336242 BUSINESS ADDRESS: STREET 1: 4890 WEST KENNEDY BOULEVARD STREET 2: SUITE 200 CITY: TAMPA STATE: FL ZIP: 33609 BUSINESS PHONE: (813) 281-1023 MAIL ADDRESS: STREET 1: 4890 WEST KENNEDY BOULEVARD STREET 2: SUITE 200 CITY: TAMPA STATE: FL ZIP: 33609 D/A 1 primary_doc.xml X0708 D/A LIVE 0001882232 CX EOS Orlando, DST 4890 WEST KENNEDY BOULEVARD SUITE 200 TAMPA FL FLORIDA 33609 (813) 281-1023 DELAWARE None None Other Delaware Statutory Trust true 2021 John E. Carter 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer President of the Manager of the Issuer N/A Carter Exchange Fund Management Company, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Sponsor of the Issuer N/A CX EOS Orlando Manager, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Manager and Signatory Trustee of the Issuer N/A CX EOS Orlando Depositor, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Depositor of the Issuer Other Real Estate Decline to Disclose 06b true 0001882232-21-000002 2021-09-24 false true true false 25000 Tommy Thompson 6626035 Concorde Investment Services, LLC 151604 4600 Military Trail Suite A-224 Jupiter FL FLORIDA 33458 TX TEXAS false Zach Brough 5674690 Emerson Equity LLC 130032 155 Bovet Road Suite 725 San Mateo CA CALIFORNIA 94402 CA CALIFORNIA false Steve Balaban 1380366 Concorde Investment Services, LLC 151604 5075 Shoreham Place Suite 200 San Diego CA CALIFORNIA 92122 CA CALIFORNIA false Taylor Garrett 4829547 Orchard Securities, LLC 133378 365 Garden Grove Lane Suite 100 Pleasant Grove UT UTAH 84062 UT UTAH false Amr Tenney 5506866 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 OK OKLAHOMA false Roger Bowlin 1905652 Aurora Securities, LLC 46147 2731 77th Avenue SE Suite 100 Mercer Island WA WASHINGTON 98040 MN MINNESOTA WA WASHINGTON false Joseph Michaletz 1327534 DAI Securities, LLC 36673 150 St. Andrews Court Suite 210 Mankato MN MINNESOTA 56001 MN MINNESOTA false Mike O'Toole 6336251 DAI Securities, LLC 36673 150 St. Andrews Court Suite 210 Mankato MN MINNESOTA 56001 MN MINNESOTA false Scott Sheehan 2328614 DFPG Investments, LLC 155576 240 Hudson Street Cornwall-On-Hudson NY NEW YORK 12520 NY NEW YORK false Ed Fernandez 2956661 Capulent LLC 155155 2603 Main Street Suite 1050 Irvine CA CALIFORNIA 92614 MO MISSOURI false Jeffrey Bangerter 1687028 Concorde Investment Services, LLC 151604 1380 Lead Hill Boulevard Suite 180 Roseville CA CALIFORNIA 95661 CA CALIFORNIA false Peter Fisher 4970447 Concorde Investment Services, LLC 151604 44 Montgomery Street Suite 610 San Francisco CA CALIFORNIA 94101 CA CALIFORNIA false Ran Fuchs 5593133 IDB Capital Corp. 106032 1114 Avenue of the Americas New York NY NEW YORK 10036 NJ NEW JERSEY false Steve Haskell 6864948 Growth Capital Services, Inc. 124658 888 Prospect Street Suite 200 La Jolla CA CALIFORNIA 92037 CA CALIFORNIA false John McKeon 5286647 Independent Financial Group, LLC 7717 1507 172nd Street Suite 201 Marysville WA WASHINGTON 98271 WA WASHINGTON false Taylor Ashland 5732470 DFPG Investments, LLC 155576 670 Superior Court Suite 210 Medford OR OREGON 97504 OR OREGON false 40847758 5603675 35244083 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 16 3778417 true 0 true Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid. 2183478 true Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. false CX EOS Orlando, DST /s/ Robert Dallas Whitaker, Jr Robert Dallas Whitaker, Jr. Vice President of the Manager of the Issuer 2021-10-21