What amount sold does Sortis Real Estate Investment Trust, Inc. report in Form D filings?

The latest linked filings report $5.1M sold across 2 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Sortis Real Estate Investment Trust, Inc.'s most recent SEC filing?

Sortis Real Estate Investment Trust, Inc.'s most recent Form D filing was on 2025-02-11.

How many investors does Sortis Real Estate Investment Trust, Inc. have?

The most recent Form D filing lists 40 investor(s).

What type of securities does Sortis Real Estate Investment Trust, Inc. offer?

Sortis Real Estate Investment Trust, Inc.'s SEC Form D filings indicate equity offerings.

Sortis Real Estate Investment Trust, Inc.

CIK: 0001917339·REITS and Finance·Portland, OR·Corporation·Founded 2022

Reported Sold

$5,139,650

Total Filings

Identified Offerings

Last Filed

Feb 11, 2025

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in REITS and Finance industry

SEC EDGAR

Offering filing timeline

Feb 11, 2025Form D/A — Amendment

Reported sold: $5,014,650 · Target: $1,000,000,000

Rule 506(c)·40 investors

Changed: Reported amount sold

Jan 24, 2024Form D/A — Amendment

Reported sold: $4,929,032 · Target: $1,000,000,000

Rule 506(c)·40 investors

Changed: Reported amount sold

Jan 26, 2023Form D — New notice

Reported sold: $125,000 · Target: $125,000

Rule 506(b)·125 investors

Jan 25, 2023Form D/A — Amendment

Reported sold: $4,822,737 · Target: $1,000,000,000

Rule 506(c)·40 investors

Changed: Reported amount sold, Reported investors

Apr 6, 2022Form D — New notice

Reported sold: $1,491,875 · Target: $1,000,000,000

Rule 506(c)·16 investors

Fundraising Profile

Exemptions

Rule 506(c)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

$6,250

Amendment Rate

60%

Latest reported sold across 2 identified offerings

$5,139,650

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Jefry Baker

Related Person

Appears on 4 filings

Samuel Ross

Related Person

Appears on 3 filings

Kristina Rosling

Related Person

Appears on 3 filings

Lauren Bean

Related Person

Appears on 2 filings

Paul Brenneke

Related Person

Appears on 1 filing

Robson Kuster

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Feb 11, 2025	Amendment	$1,000,000,000	$5,014,650	40
Jan 24, 2024	Amendment	$1,000,000,000	$4,929,032	40
Jan 26, 2023	New	$125,000	$125,000	125
Jan 25, 2023	Amendment	$1,000,000,000	$4,822,737	40
Apr 6, 2022	New	$1,000,000,000	$1,491,875	16

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

J.P. Morgan Real Estate Income Trust, Inc.

REITS and Finance

Offering target: $600,000,000

Filed Oct 27, 2026