0002039952-24-000001.txt : 20241016 0002039952-24-000001.hdr.sgml : 20241016 20241016145859 ACCESSION NUMBER: 0002039952-24-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c FILED AS OF DATE: 20241016 DATE AS OF CHANGE: 20241016 EFFECTIVENESS DATE: 20241016 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HPA Exchange - Medical AZ DST CENTRAL INDEX KEY: 0002039952 ORGANIZATION NAME: IRS NUMBER: 996644093 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-526951 FILM NUMBER: 241374339 BUSINESS ADDRESS: STREET 1: 915 W. IMPERIAL HIGHWAY STREET 2: SUITE 165 CITY: BREA STATE: CA ZIP: 92821 BUSINESS PHONE: 714-871-8886 MAIL ADDRESS: STREET 1: 915 W. IMPERIAL HIGHWAY STREET 2: SUITE 165 CITY: BREA STATE: CA ZIP: 92821 D 1 primary_doc.xml X0708 D LIVE 0002039952 HPA Exchange - Medical AZ DST 915 W. IMPERIAL HIGHWAY SUITE 165 BREA CA CALIFORNIA 92821 714-871-8886 DELAWARE None None Other Delaware Statutory Trust true 2024 Robert Lee 915 W. Imperial Highway Suite 165 Brea CA CALIFORNIA 92821 Executive Officer Co- President and Chief Investment Officer of the Sponsor Thuy Turner 915 W. Imperial Highway Suite 165 Brea CA CALIFORNIA 92821 Executive Officer Co- President and Chief Operating Officer of the Sponsor Michael McKinnon 915 W. Imperial Highway Suite 165 Brea CA CALIFORNIA 92821 Executive Officer Chief Executive Officer of the Sponsor & CEO of the Innovation Institute, LLC Cesar Rodarte 915 W. Imperial Highway Suite 165 Brea CA CALIFORNIA 92821 Executive Officer Chief Financial Officer of the Sponsor and Executive Vice President and CFO of the Innovation Institute, LLC HPA Exchange LLC 915 W. Imperial Highway Suite 165 Brea CA CALIFORNIA 92821 Executive Officer Promoter Sponsor of the Issuer The Innovation Institute LLC 915 W. Imperial Highway Suite 165 Brea CA CALIFORNIA 92821 Executive Officer Promoter Parent of the Sponsor Other Real Estate Decline to Disclose 06c false true true true true Beneficial interests in a Delaware statutory trust false 50000 American Alternative Capital, LLC 309956 None None 3909 Research Park Drive Suite 250 Ann Arbor MI MICHIGAN 48108 All States false 15400000 0 15400000 false 0 1424500 true 0 Managing Broker Dealer fee of 1.25% + wholesaling fee of 1.0% + selling commissions of 6.0% + marketing and due diligence of 1.0% of equity offering proceeds 1543250 true The Sponsor is entitled to organization & offering expense reimbursement of $260,000 + an acquisition fee of $756,250 + due diligence event expenses of $77,000.The Innovation Institute, LLC will receive bridge equity carry costs of $450,000. false HPA Exchange - Medical AZ DST Thuy Turner Thuy Turner Co-President of the Sponsor 2024-10-16