Form D · REITS and Finance

MP Logistics Development REIT

San Antonio, TX · CIK 0001692298

Offering snapshot reported Dec 19, 2016 · SEC filing

Reported sold: $125K
Investors reported: 125
Minimum accepted: $1K
First sale: Dec 13, 2016

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 19, 2016	Initial	$125,000	No comparison	125	SEC filing

Offering details

Securities: Equity
Exemptions: 06b
Duration over one year: No
Business combination: No

Sales commissions: $6.25K
Finders' fees: $0
Form D file number: 021-276554

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Charles Harrison	3071551	H & L Equities, LLC · CRD 113794
Phyllis Johnson	1020488	H & L Equities, LLC · CRD 113794
Patrick Whelchel	5389090	H & L Equities, LLC · CRD 113794
Scott Harrison	4981070	H & L Equities, LLC · CRD 113794
Lori Mayfield	4899271	H & L Equities, LLC · CRD 113794

Source: Form D, filed Dec 19, 2016. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MP LOGISTICS DEVELOPMENT REIT

Investment adviser: AFFINIUS CAPITAL ADVISORS LLC

Gross asset value: $1.69B
Beneficial owners: 4
ADV minimum commitment: $0

Reported in Form ADV on Aug 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP SAN ANTONIO, Texas, United States

Custodian WELLS FARGO BANK, NATIONAL ASSOCIATION SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

WELLS FARGO BANK, NATIONAL ASSOCIATION
LEI KB1H1DSPRFMYMCUFXT09

Filing source

Form ADV 2123034 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-2602320468

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Stanley R. Alterman	Director
Laurence Bastien	Executive
Toni M. Fisher	Executive
Jason Hans	Executive
James K. Hardin	Executive
James A. Hime	Executive
Patrick A. Irwin	Executive
Glen E. Mitts	Director
Leonard J. O'donnell	Executive
Bruce C. Peterson	Director
Milic Sutic	Executive
Steven A. Waters	Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:

C/O Usaa Real Estate Company 9830 Colonnade Blvd., Suite 600
San Antonio, TX, 78230-2239