FORM D
Notice of Exempt Offering of Securities

UNITED STATES SECURITIES
AND EXCHANGE COMMISSION
Washington, D.C.

OMB APPROVAL
OMB Number: 3235-0076
Estimated Average burden hours per response: 4.0
1. Issuer's Identity
CIK (Filer ID Number)Previous Name(s)Checkbox checkedNoneEntity Type
0001909650
Radio button not checkedCorporation
Radio button not checked Limited Partnership
Radio button not checked Limited Liability Company
Radio button not checked General Partnership
Radio button checked Business Trust
Radio button not checkedOther 
Name of Issuer
 Essential Net Lease Portfolio DST
Jurisdiction of Incorporation/Organization
DELAWARE 
Year of Incorporation/Organization
Radio button not checkedOver Five Years Ago
Radio button checkedWithin Last Five Years (Specify Year)
2021
Radio button not checkedYet to Be Formed
 
  
  
 
2. Principal Place of Business and Contact Information
Name of Issuer
 Essential Net Lease Portfolio DST
Street Address 1Street Address 2
 2901 BUTTERFIELD ROAD
 
CityState/Province/CountryZIP/Postal CodePhone No. of Issuer
 OAK BROOK
 ILLINOIS
 
 60523
 888-671-1031 



3. Related Persons

Last NameFirst NameMiddle Name
Inland Private Capital Corporation
N/A
Street Address 1Street Address 2
 2901 Butterfield Road 
 
CityState/Province/CountryZIP/Postal Code
 Oak Brook
 ILLINOIS
 60523
 
Relationship:Checkbox checkedExecutive OfficerCheckbox not checkedDirectorCheckbox not checkedPromoter
Clarification of Response (if Necessary)
Sole Member of Signatory Trustee


Last NameFirst NameMiddle Name
Essential Net Lease Portfolio Exchange, L.L.C.
N/A
Street Address 1Street Address 2
 2901 Butterfield Road 
 
CityState/Province/CountryZIP/Postal Code
 Oak Brook
 ILLINOIS
 60523
 
Relationship:Checkbox checkedExecutive OfficerCheckbox not checkedDirectorCheckbox not checkedPromoter
Clarification of Response (if Necessary)
Signatory Trustee


Last NameFirst NameMiddle Name
Essential Net Lease Portfolio, L.L.C.
N/A
Street Address 1Street Address 2
 2901 Butterfield Road 
 
CityState/Province/CountryZIP/Postal Code
 Oak Brook
 ILLINOIS
 60523
 
Relationship:Checkbox checkedExecutive OfficerCheckbox not checkedDirectorCheckbox not checkedPromoter
Clarification of Response (if Necessary)
Depositor


Last NameFirst NameMiddle Name
Lampi
Keith
D.
Street Address 1Street Address 2
 2901 Butterfield Road 
 
CityState/Province/CountryZIP/Postal Code
 Oak Brook
 ILLINOIS
 60523
 
Relationship:Checkbox checkedExecutive OfficerCheckbox not checkedDirectorCheckbox not checkedPromoter
Clarification of Response (if Necessary)
President of the Sole Member of the Signatory Trustee




4. Industry Group
 Radio button not checkedAgriculture
Banking & Financial Services
 Radio button not checked Commercial Banking
 Radio button not checked Insurance
 Radio button not checkedInvesting
 Radio button not checked Investment Banking
 Radio button not checked Pooled Investment Fund

 Radio button not checkedOther Banking & Financial Services
Radio button not checked Business Services
Energy
 Radio button not checked Coal Mining
 Radio button not checked Electric Utilities
 Radio button not checked Energy Conservation
 Radio button not checked Environmental Services
 Radio button not checked Oil & Gas
 Radio button not checked Other Energy
Health Care
 Radio button not checked Biotechnology
 Radio button not checked Health Insurance
 Radio button not checked Hospitals & Physicians
 Radio button not checked Pharmaceuticals
 Radio button not checked Other Health Care
   
   
   
  
Radio button not checked Manufacturing
Real Estate
 Radio button not checkedCommercial
 Radio button not checkedConstruction
 Radio button not checkedREITS & Finance
 Radio button not checkedResidential
Radio button checkedOther Real Estate
Radio button not checked Retailing
Radio button not checkedRestaurants
Technology
Radio button not checked Computers
Radio button not checked Telecommunications
Radio button not checked Other Technology
Travel
Radio button not checked Airlines & Airports
Radio button not checked Lodging & Conventions
Radio button not checked Tourism & Travel Services
Radio button not checked Other Travel
Radio button not checkedOther

  
   
5. Issuer Size
Revenue RangeAggregate Net Asset Value Range
Radio button not checkedNo RevenuesRadio button not checked No Aggregate Net Asset Value
Radio button not checked $1 - $1,000,000Radio button not checked$1 - $5,000,000
Radio button not checked $1,000,001 - $5,000,000Radio button not checked $5,000,001 - $25,000,000
Radio button not checked$5,000,001 - $25,000,000Radio button not checked $25,000,001 - $50,000,000
Radio button not checked$25,000,001 - $100,000,000Radio button not checked $50,000,001 - $100,000,000
Radio button not checked Over $100,000,000Radio button not checked Over $100,000,000
Radio button checked Decline to Disclose Radio button not checkedDecline to Disclose
Radio button not checked Not ApplicableRadio button not checked Not Applicable

 
6. Federal Exemption(s) and Exclusion(s) Claimed (select all that apply)
Checkbox not checkedRule 504(b)(1) (not (i), (ii)
or (iii))		Checkbox checkedRule 506(b)      
Checkbox not checkedRule 504 (b)(1)(i) Checkbox not checkedRule 506(c)
Checkbox not checkedRule 504 (b)(1)(ii) Checkbox not checkedSecurities Act Section 4(a)(5)
Checkbox not checkedRule 504 (b)(1)(iii)Checkbox not checkedInvestment Company Act Section 3(c)
 
 

7. Type of Filing
Checkbox not checked New Notice Date of First Sale 
2022-02-09
Checkbox not checked First Sale Yet to Occur
Checkbox checked Amendment


 
 
8. Duration of Offering
Does the Issuer intend this offering to last more than one year? Radio button not checked Yes Radio button checked No
 
 
9. Type(s) of Securities Offered (select all that apply)
Checkbox not checkedPooled Investment Fund InterestsCheckbox checkedEquity
Checkbox not checkedTenant-in-Common Securities Checkbox not checkedDebt
Checkbox not checkedMineral Property SecuritiesCheckbox not checkedOption, Warrant or Other Right to Acquire Another Security
Checkbox not checkedSecurity to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire SecurityCheckbox not checkedOther (describe)
 
 
 
10. Business Combination Transaction
Is this offering being made in connection with a business combination transaction, such as a merger, acquisition or exchange offer? Radio button not checked Yes Radio button checked No
Clarification of Response (if Necessary)
 
 
 
11. Minimum Investment
Minimum investment accepted from any outside investor$
 25000
USD

12. Sales Compensation
Recipient Recipient CRD NumberCheckbox not checkedNone
 Inland Securities Corporation
 15807
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
2901 Butterfield Road
 
City State/Province/CountryZIP/Postal Code
 Oak Brook
 ILLINOIS
 60523
State(s) of SolicitationCheckbox checkedAll StatesCheckbox not checkedForeign/Non-US
 
Recipient Recipient CRD NumberCheckbox not checkedNone
 Huntwicke Securities, LLC
 146993
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
7 Grove Street
Suite 201
City State/Province/CountryZIP/Postal Code
 Topsfield
 MASSACHUSETTS
 01983
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
MASSACHUSETTS
Recipient Recipient CRD NumberCheckbox not checkedNone
 NexTrend Securities, Inc.
 43710
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
PO Box 12108
 
City State/Province/CountryZIP/Postal Code
 Austin
 TEXAS
 78711
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
FLORIDA
ILLINOIS
Recipient Recipient CRD NumberCheckbox not checkedNone
 World Equity Group, Inc.
 29087
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1650 N. Arlington Heights Rd.
Suite 100
City State/Province/CountryZIP/Postal Code
 Arlington Heights
 ILLINOIS
 60004
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
NEBRASKA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Emerson Equity LLC
 130032
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
155 Bovet Road
Suite 725
City State/Province/CountryZIP/Postal Code
 San Mateo
 CALIFORNIA
 94402
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
COLORADO
FLORIDA
ILLINOIS
NEW MEXICO
Recipient Recipient CRD NumberCheckbox not checkedNone
 Avantax Investment Services, Inc.
 13686
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
3200 Olympus Blvd.
Suite 100
City State/Province/CountryZIP/Postal Code
 Dallas
 TEXAS
 75019
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ARIZONA
CALIFORNIA
FLORIDA
ILLINOIS
IOWA
MINNESOTA
NEW JERSEY
NEW YORK
OREGON
TEXAS
VIRGINIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Cambridge Investment Research, Inc.
 39543
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1776 Pleasant Plain Road
 
City State/Province/CountryZIP/Postal Code
 Fairfield
 IOWA
 52556
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
COLORADO
FLORIDA
IOWA
MINNESOTA
NEBRASKA
NEVADA
NEW JERSEY
NEW YORK
NORTH CAROLINA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Harbour Investments, Inc.
 19258
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
575 D'Onofrio Drive
Suite 300
City State/Province/CountryZIP/Postal Code
 Madison
 WISCONSIN
 53719
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
WISCONSIN
Recipient Recipient CRD NumberCheckbox not checkedNone
 Thornhill Securities, Inc.
 22333
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
400 W. 15th Street
Suite 700
City State/Province/CountryZIP/Postal Code
 Austin
 TEXAS
 78701
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
TENNESSEE
Recipient Recipient CRD NumberCheckbox not checkedNone
 JRL Capital Corporation
 10225
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
100 Pacifica
Suite 360
City State/Province/CountryZIP/Postal Code
 Irvine
 CALIFORNIA
 92618
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Centaurus Financial, Inc.
 30833
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
2300 E. Katella Avenue
Suite 200
City State/Province/CountryZIP/Postal Code
 Anaheim
 CALIFORNIA
 92806
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
FLORIDA
ILLINOIS
MARYLAND
VIRGINIA
WASHINGTON
Recipient Recipient CRD NumberCheckbox not checkedNone
 Concorde Investment Services, LLC
 151604
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
19500 Victor Parkway
Suite 550
City State/Province/CountryZIP/Postal Code
 Livonia
 MICHIGAN
 48152
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ARIZONA
CALIFORNIA
FLORIDA
LOUISIANA
NEW JERSEY
NEW YORK
OHIO
PENNSYLVANIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Crown Capital Securities L.P.
 6312
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
725 Town & Country Road
Suite 530
City State/Province/CountryZIP/Postal Code
 Orange
 CALIFORNIA
 92868
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ARIZONA
CALIFORNIA
FLORIDA
NEW YORK
Recipient Recipient CRD NumberCheckbox not checkedNone
 DAI Securities, LLC
 36673
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
2200 Century Parkway NE
Suite 435
City State/Province/CountryZIP/Postal Code
 Atlanta
 GEORGIA
 30345
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
DELAWARE
SOUTH CAROLINA
Recipient Recipient CRD NumberCheckbox not checkedNone
 WealthForge Securities, LLC
 152550
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
3015 W. Moore Street
Suite 102
City State/Province/CountryZIP/Postal Code
 Richmond
 VIRGINIA
 23230
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
NEW YORK
Recipient Recipient CRD NumberCheckbox not checkedNone
 Money Concepts Capital Corp.
 12963
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
11440 North Jog Road
 
City State/Province/CountryZIP/Postal Code
 Palm Beach Gardens
 FLORIDA
 3418
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
IOWA
MARYLAND
OREGON
TEXAS
WEST VIRGINIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Kingswood Capital Partners, LLC
 288898
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
11440 W. Bernardo Court
Suite 300
City State/Province/CountryZIP/Postal Code
 San Diego
 CALIFORNIA
 92127
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Arkadios Capital
 282710
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
309 East Paces Ferry Road
Suite 1000
City State/Province/CountryZIP/Postal Code
 Atlanta
 GEORGIA
 30395
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ILLINOIS
IOWA
MINNESOTA
NEW JERSEY
NORTH CAROLINA
TEXAS
WASHINGTON
WISCONSIN
Recipient Recipient CRD NumberCheckbox not checkedNone
 International Assets Advisory, LLC
 10645
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
390 North Orange Avenue
Suite 750
City State/Province/CountryZIP/Postal Code
 Orlando
 FLORIDA
 32801
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
FLORIDA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Wintrust Investments LLC
 875
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
231 South LaSalle Street
13th Floor
City State/Province/CountryZIP/Postal Code
 Chicago
 ILLINOIS
 60604
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ILLINOIS
WISCONSIN
Recipient Recipient CRD NumberCheckbox not checkedNone
 Metropolitan Capital Investment Banc, Inc.
 148820
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
9 East Ontario
 
City State/Province/CountryZIP/Postal Code
 Chicago
 ILLINOIS
 60611
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
TEXAS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Lincoln Financial Advisors Corporation
 3978
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1301 South Harrison Street
 
City State/Province/CountryZIP/Postal Code
 Fort Wayne
 INDIANA
 46802
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
FLORIDA
ILLINOIS
TEXAS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Great Point Capital LLC
 114203
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
200 West Jackson Blvd.
Suite 1000
City State/Province/CountryZIP/Postal Code
 Chicago
 ILLINOIS
 60606
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
NEW YORK
Recipient Recipient CRD NumberCheckbox not checkedNone
 American Portfolios Financial Services, Inc.
 18487
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
4250 Veterans Memorial Highway
4th Floor East
City State/Province/CountryZIP/Postal Code
 Holbrook
 NEW YORK
 11741
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
MASSACHUSETTS
TEXAS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Crescent Securities Group, Inc.
 114993
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
4975 Preston Park Blvd.
Suite 820
City State/Province/CountryZIP/Postal Code
 Plano
 TEXAS
 75093
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
TEXAS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Aegis Capital Corp.
 15007
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
810 7th Avenue
18th and 22nd Floor
City State/Province/CountryZIP/Postal Code
 New York
 NEW YORK
 10019
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
FLORIDA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Patrick Capital Markets, LLC
 16518
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
11152 South Towne Square
 
City State/Province/CountryZIP/Postal Code
 St. Louis
 MISSOURI
 63123
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
GEORGIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Aurora Securites
 46147
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
2565 West Maple
 
City State/Province/CountryZIP/Postal Code
 Troy
 MICHIGAN
 48084
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
WASHINGTON
Recipient Recipient CRD NumberCheckbox not checkedNone
 Western International Securities, Inc.
 39262
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
70 S. Lake Avenue
Suite 700
City State/Province/CountryZIP/Postal Code
 Pasadena
 CALIFORNIA
 91101
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Whitehall-Parker Securities, Inc.
 10608
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
117 Paul Drive
Suite B
City State/Province/CountryZIP/Postal Code
 San Rafael
 CALIFORNIA
 94903
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 McDermott Investment Services, LLC
 154926
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
44 East Broad Street
2nd Floor
City State/Province/CountryZIP/Postal Code
 Bethlehem
 PENNSYLVANIA
 18018
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
NORTH DAKOTA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Lightpath Capital, Inc.
 34617
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1560 E. Southlake Blvd.
Suite 100
City State/Province/CountryZIP/Postal Code
 Southlake
 TEXAS
 76092
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Titan Securities
 131392
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
16775 Addison Road
Suite 525
City State/Province/CountryZIP/Postal Code
 Addison
 TEXAS
 75001
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ILLINOIS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Capital Investment Group, Inc.
 14752
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
100 E. Six Fork Road
Suite 200
City State/Province/CountryZIP/Postal Code
 Raleigh
 NORTH CAROLINA
 27609
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
GEORGIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 BD4RIA, Inc.
 290240
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
3520 West Vickery Blvd.
 
City State/Province/CountryZIP/Postal Code
 Fort Worth
 TEXAS
 76107
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
TEXAS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Coastal Equities, Inc.
 23769
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1201 N. Orange Street
Suite 729
City State/Province/CountryZIP/Postal Code
 Wilimington
 DELAWARE
 19801
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
IDAHO
Recipient Recipient CRD NumberCheckbox not checkedNone
 Private Client Services, LLC
 120222
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
2225 Lexington Rd.
 
City State/Province/CountryZIP/Postal Code
 Lousville
 KENTUCKY
 40206
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
KANSAS
MINNESOTA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Kalos Capital, Inc.
 44337
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
11525 Park Woods Circle
Suite 280
City State/Province/CountryZIP/Postal Code
 Alpharetta
 GEORGIA
 300005
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
FLORIDA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Infinity Financial Services
 144302
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
212 9th Street
Suite 202
City State/Province/CountryZIP/Postal Code
 Oakland
 CALIFORNIA
 94607
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA



13. Offering and Sales Amounts
 
Total Offering Amount $
84304050
USDCheckbox not checkedIndefinite
Total Amount Sold $
84304050
USD
Total Remaining to be Sold $
0
USDCheckbox not checkedIndefinite
Clarification of Response (if Necessary)
  
 
14. Investors

Checkbox not checkedSelect if securities in the offering have been or may be sold to persons who do not qualify as accredited investors,
Number of such non-accredited investors who already have invested in the offering
   
  Regardless of whether securities in the offering have been or may be sold to persons who do not qualify as accredited investors, enter the total number of investors who already have invested in the offering:
168
 
15. Sales Commissions & Finders’ Fees Expenses
Provide separately the amounts of sales commissions and finders' fees expenses, if any. If the amount of an expenditure is not known, provide an estimate and check the box next to the amount.
Sales Commissions$
4215202
USDCheckbox checkedEstimate
Finders' Fees$
0
USDCheckbox checkedEstimate
Clarification of Response (if Necessary)
 
 

16. Use of Proceeds
Provide the amount of the gross proceeds of the offering that has been or is proposed to be used for payments to any of the persons required to be named as executive officers, directors or promoters in response to Item 3 above. If the amount is unknown, provide an estimate and check the box next to the amount.
 $ 
6276609
USDCheckbox checkedEstimate
Clarification of Response (if Necessary)
Estimate for certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition Fee that may accrue to one or more related persons.

Signature and Submission
 
Please verify the information you have entered and review the Terms of Submission below before signing and clicking SUBMIT below to file this notice.
Terms of Submission 
 In submitting this notice, each Issuer named above is: 
 
  • Notifying the SEC and/or each State in which this notice is filed of the offering of securities described and undertaking to furnish them, upon written request, the information furnished to offerees.
  • Irrevocably appointing each of the Secretary of the SEC and, the Securities Administrator or other legally designated officer of the State in which the Issuer maintains its principal place of business and any State in which this notice is filed, as its agents for service of process, and agreeing that these persons may accept service on its behalf, of any notice, process or pleading, and further agreeing that such service may be made by registered or certified mail, in any Federal or state action, administrative proceeding, or arbitration brought against it in any place subject to the jurisdiction of the United States, if the action, proceeding or arbitration (a) arises out of any activity in connection with the offering of securities that is the subject of this notice, and (b) is founded, directly or indirectly, upon the provisions of:  (i) the Securities Act of 1933, the Securities Exchange Act of 1934, the Trust Indenture Act of 1939, the Investment Company Act of 1940, or the Investment Advisers Act of 1940, or any rule or regulation under any of these statutes, or (ii) the laws of the State in which the issuer maintains its principal place of business or any State in which this notice is filed.
  • Certifying that, if the issuer is claiming a Regulation D exemption for the offering, the issuer is not disqualified from relying on Rule 504 or Rule 506 for one of the reasons stated in Rule 504(b)(3) or Rule 506(d).
 
Each Issuer identified above has read this notice, knows the contents to be true, and has duly caused this notice to be signed on its behalf by the undersigned duly authorized person.
For signature, type in the signer's name or other letters or characters adopted or authorized as the signer's signature.
 
IssuerSignatureName of SignerTitleDate
Essential Net Lease Portfolio DSTKeith D. LampiKeith D. LampiPresident of the Sole Member of the Signatory Trustee2022-08-09