0001896871-21-000001.txt : 20211207 0001896871-21-000001.hdr.sgml : 20211207 20211207164156 ACCESSION NUMBER: 0001896871-21-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20211207 DATE AS OF CHANGE: 20211207 EFFECTIVENESS DATE: 20211207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CP Investment VII REIT 5 CENTRAL INDEX KEY: 0001896871 IRS NUMBER: 000000000 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-424010 FILM NUMBER: 211476485 BUSINESS ADDRESS: STREET 1: CARMEL PARTNERS GROUP, LLC STREET 2: 1000 SANSOME STREET, FIRST FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-273-2900 MAIL ADDRESS: STREET 1: CARMEL PARTNERS GROUP, LLC STREET 2: 1000 SANSOME STREET, FIRST FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94111 D 1 primary_doc.xml X0708 D LIVE 0001896871 CP Investment VII REIT 5 Carmel Partners Group, LLC 1000 Sansome Street, First Floor San Francisco CA CALIFORNIA 94111 415-273-2900 MARYLAND None None Other REIT true 2021 Ron Zeff Carmel Partners Group, LLC 1000 Sansome Street, First Floor San Francisco CA CALIFORNIA 94111 Executive Officer Chief Executive Officer and Trustee of the Issuer Brian Smith Carmel Partners Group, LLC 1000 Sansome Street, First Floor San Francisco CA CALIFORNIA 94111 Executive Officer Senior Vice President, Assistant Secretary and Assistant Treasurer Michael G. Halper Carmel Partners Group, LLC 1000 Sansome Street, First Floor San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President Daniel Garibaldi Carmel Partners Group, LLC 1000 Sansome Street, First Floor San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President Matthew Golden Carmel Partners Group, LLC 1000 Sansome Street, First Floor San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President, Chief Compliance Officer Dennis Markus Carmel Partners Group, LLC 1000 Sansome Street, First Floor San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President and Treasurer Henry S. Hilberg III Carmel Partners Group, LLC 1000 Sansome Street, First Floor San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President Liz Tennican Carmel Partners Group, LLC 1000 Sansome Street, First Floor San Francisco CA CALIFORNIA 94111 Executive Officer Executive Vice President N/A REIT Funding, LLC 1175 Peachtree St. NE, Suite 2200 Atlanta GA GEORGIA 30361 Promoter REITS and Finance Decline to Disclose 06b 3C 3C.7 false true false true true false 1000 Charles Harrison 3071551 H & L Equities, LLC 113794 1175 Peachtree St. NE, Suite 2200 Atlanta GA GEORGIA 30361 FL FLORIDA GA GEORGIA TX TEXAS false Lori Mayfield 4899271 H & L Equities, LLC 113794 1175 Peachtree St. NE, Suite 2200 Atlanta GA GEORGIA 30361 FL FLORIDA GA GEORGIA TX TEXAS false Patrick Whelchel 5389090 H & L Equities, LLC 113794 1175 Peachtree St. NE, Suite 2200 Atlanta GA GEORGIA 30361 FL FLORIDA GA GEORGIA TX TEXAS false Scott Harrison 4981070 H & L Equities, LLC 113794 1175 Peachtree St. NE, Suite 2200 Atlanta GA GEORGIA 30361 FL FLORIDA GA GEORGIA TX TEXAS false Charles Mathes 5980160 H & L Equities, LLC 113794 1175 Peachtree St. NE, Suite 2200 Atlanta GA GEORGIA 30361 GA GEORGIA TX TEXAS false Indefinite 0 Indefinite false 0 6250 0 24250 REIT Funding will be paid a consulting fee of approximately $18,750 from which it will pay placement fees; an affiliate of REIT Funding will be paid an initial fee of $1,000 and an annual fee of $4,500 for administration services false CP Investment VII REIT 5 Ron Zeff Ron Zeff Chief Executive Officer and Trustee of the Issuer 2021-12-07