Form D · REITS and Finance
OTPP PENN US INDUSTRIAL REIT, LLC
Dallas, TX · CIK 0002153132
Offering snapshot reported Sep 16, 2026 · SEC filing
- Reported sold
- $125K Offering amount: $125K
- Investors reported
- 125 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Sep 14, 2026 As reported in this filing
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 |
|---|---|---|---|---|---|
| Sep 16, 2026 | Initial | $125,000 | No comparison | 125 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6.25K
- Finders' fees
- $0
- Form D file number
- 021-597697
Units of 12% Cumulative Redeemable Non-Voting Series A Preferred units
The sales commission payable to H&L Equities, LLC is 5% of the Preferred Units purchased.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Charles B. Harrison | 3071551 | H & L Equities, LLC · CRD 113794 |
| Paul Stephen Caron | 2451071 | H & L Equities, LLC · CRD 113794 |
| Christopher Scott Harrison | 4981070 | H & L Equities, LLC · CRD 113794 |
| Lori Dunn Mayfield | 4899271 | H & L Equities, LLC · CRD 113794 |
Source: Form D, filed Sep 16, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Inc. Otpp Penn Us Industrial Holdings | Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:
The Texas Capital Bank Building 2000 Mckinney Ave., Suite 1220
Dallas, TX, 75201
Dallas, TX, 75201