0001926862-22-000001.txt : 20220516 0001926862-22-000001.hdr.sgml : 20220516 20220513181021 ACCESSION NUMBER: 0001926862-22-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BT Bloomington Student Housing DST CENTRAL INDEX KEY: 0001926862 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-445702 FILM NUMBER: 22924412 BUSINESS ADDRESS: STREET 1: 4807 INNOVATE LANE CITY: MADISON STATE: WI ZIP: 53718 BUSINESS PHONE: (608) 373 3000 MAIL ADDRESS: STREET 1: 4807 INNOVATE LANE CITY: MADISON STATE: WI ZIP: 53718 D 1 primary_doc.xml X0708 D LIVE 0001926862 BT Bloomington Student Housing DST 4807 INNOVATE LANE MADISON WI WISCONSIN 53718 (608) 373 3000 DELAWARE None None Other Statutory Trust true 2021 Todd Carpenter 4807 Innovate Lane Madison WI WISCONSIN 53718 Executive Officer Michael Fitzpatrick 4807 Innovate Lane Madison WI WISCONSIN 53718 Executive Officer Tracey Nguyen 4807 Innovate Lane Madison WI WISCONSIN 53718 Promoter Angela MacPhee 4807 Innovate Lane Madison WI WISCONSIN 53718 Promoter Charles Droege 4807 Innovate Lane Madison WI WISCONSIN 53718 Director Theresa Nickels 4807 Innovate Lane Madison WI WISCONSIN 53718 Executive Officer N/A BT Bloomington Student Housing Depositor, LLC 4807 Innovate Lane Madison WI WISCONSIN 53718 Promoter N/A BT Bloomington Student Housing Manager, LLC 4807 Innovate Lane Madison WI WISCONSIN 53718 Promoter Residential Decline to Disclose 06b false true false true false 100000 Orchard Securities, LLC 133378 None None 365 Garden Grove Lane, Suite 100 Pleasant Grove UT UTAH 84062 All States false Tim Clairmont 2847591 ClearFP Securities, LLC 312370 15573 Bangy Road, SUITE 270 Lake Oswego OR OREGON 97035 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA HI HAWAII ID IDAHO IA IOWA MD MARYLAND MI MICHIGAN MT MONTANA NV NEVADA NH NEW HAMPSHIRE NY NEW YORK NC NORTH CAROLINA OK OKLAHOMA OR OREGON PA PENNSYLVANIA TN TENNESSEE TX TEXAS UT UTAH WI WISCONSIN WY WYOMING false Daniel Raupp 4079107 Concorde Investment Services, LLC 151604 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Jamie Furlong 6930080 Concorde Investment Services, LLC 151604 1610 R Street, Suite 300 Sacramento CA CALIFORNIA 95811 AZ ARIZONA CA CALIFORNIA ID IDAHO MT MONTANA NV NEVADA NM NEW MEXICO NY NEW YORK OR OREGON TX TEXAS WA WASHINGTON false Jeffrey Kiesnoski 2688017 Concorde Investment Services, LLC 151604 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Justin Kiehne 7076691 Concorde Investment Services, LLC 151604 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA IL ILLINOIS IA IOWA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN NV NEVADA NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OH OHIO RI RHODE ISLAND SC SOUTH CAROLINA TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON false Raymond DeWitt 2894063 Concorde Investments Services, LLC 151604 299 S. Main Street, #1300 Salt Lake City UT UTAH 84111 AL ALABAMA AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA HI HAWAII ID IDAHO KS KANSAS MI MICHIGAN NV NEVADA NY NEW YORK OR OREGON PA PENNSYLVANIA SC SOUTH CAROLINA TX TEXAS UT UTAH WA WASHINGTON WY WYOMING false Jonathan R Creighton 1495897 DAI Securities, LLC 36673 350 Lincoln Street, Suite 2400 Hingham, MA 02043 MA MASSACHUSETTS 02043 CA CALIFORNIA CT CONNECTICUT FL FLORIDA IL ILLINOIS ME MAINE MA MASSACHUSETTS NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK RI RHODE ISLAND SC SOUTH CAROLINA VT VERMONT false Joseph Gerard Michaletz 1327534 DAI SECURITIES, LLC 36673 150 ST. ANDREWS CT., SUITE 210 MANKATO MI MICHIGAN 56001 AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS MI MICHIGAN MN MINNESOTA MO MISSOURI MT MONTANA NE NEBRASKA NM NEW MEXICO NY NEW YORK ND NORTH DAKOTA OK OKLAHOMA OR OREGON SD SOUTH DAKOTA TX TEXAS UT UTAH WA WASHINGTON WI WISCONSIN false Michael Edward O'Toole 6336251 DAI SECURITIES, LLC 36673 150 ST. ANDREWS CT., SUITE 210 MANKATO MI MICHIGAN 56001 AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NM NEW MEXICO NY NEW YORK ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON SD SOUTH DAKOTA TX TEXAS UT UTAH WA WASHINGTON WI WISCONSIN false Amy Leeds 6807268 Concorde Investment Services, LLC 151604 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IA IOWA KY KENTUCKY MD MARYLAND MA MASSACHUSETTS MI MICHIGAN NV NEVADA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA TX TEXAS VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Jeffrey Bangerter 1687028 Concorde Investment Services, LLC 151604 1380 Lead Hill Blvd, Suite 180 Roseville CA CALIFORNIA 95661 AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS MA MASSACHUSETTS MI MICHIGAN MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OH OHIO PA PENNSYLVANIA SC SOUTH CAROLINA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON false Colin Mansfield 4643275 DFPG Investments, LLC 155576 1764 The Alameda San Jose CA CALIFORNIA 95126 CA CALIFORNIA CO COLORADO ID IDAHO MN MINNESOTA NC NORTH CAROLINA OR OREGON TX TEXAS false Darren Speight 5347461 DFPG Investments, LLC 155576 1764 The Alameda San Jose CA CALIFORNIA 95126 CA CALIFORNIA NJ NEW JERSEY NY NEW YORK OR OREGON PA PENNSYLVANIA WA WASHINGTON false James Raine 2360466 DFPG Investments, LLC 155576 501 Main Street, Suite B Windsor, CO 80550 CO COLORADO 80550 CA CALIFORNIA CO COLORADO FL FLORIDA KS KANSAS NE NEBRASKA NM NEW MEXICO NC NORTH CAROLINA SD SOUTH DAKOTA TX TEXAS WY WYOMING false Michael Franklin 5390262 DFPG Investments, LLC 155576 5531 Cancha De Golf, Suite 201 Rancho Santa Fe CA CALIFORNIA 92091 AZ ARIZONA CA CALIFORNIA MI MICHIGAN TX TEXAS WA WASHINGTON false Scott Sheehan 2328614 DFPG Investments, LLC 155576 240 Hudson Street Cornwall-On-Hudson NY NEW YORK 12520 AZ ARIZONA CA CALIFORNIA CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS ME MAINE MD MARYLAND MA MASSACHUSETTS NV NEVADA NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON false Taylor Ashland 5732470 DFPG Investments, LLC 155576 670 Superior Court, Suite 210 Medford OR OREGON 97504 CO COLORADO DC DISTRICT OF COLUMBIA ID IDAHO ME MAINE NY NEW YORK OR OREGON TX TEXAS WA WASHINGTON false Tony Nijmeh 2314585 DFPG Investments, LLC 155576 1764 The Alameda San Jose CA CALIFORNIA 95126 CA CALIFORNIA CO COLORADO ID IDAHO MD MARYLAND NJ NEW JERSEY NC NORTH CAROLINA TX TEXAS false Ian McElreath 4754189 Emerson Equity LLC 130032 1646 W Snow Avenue, Ste 79 Tampa FL FLORIDA 33606 AZ ARIZONA CA CALIFORNIA FL FLORIDA IL ILLINOIS MI MICHIGAN MN MINNESOTA MO MISSOURI NJ NEW JERSEY NY NEW YORK OR OREGON TN TENNESSEE TX TEXAS UT UTAH WA WASHINGTON WY WYOMING false Amr Tenney 5506866 Thornhill Securities, Inc. 22333 400 W. 15TH ST., SUITE 700 AUSTIN, TX 78701 TX TEXAS 78701 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false 26485000 15528989 10956011 false 41 2582288 true 0 5085000 true BT Student Housing Depositor, LLC is required to pay approximately $3,735,000 in costs and expenses related to the offering and acquisition of the property. false BT Bloomington Student Housing DST Todd Carpenter Todd Carpenter President of Manager of Issuer 2022-05-13