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EDGAR Verified
Primary Source · SEC.gov

Heitman Global Real Estate REIT LLC

CIK 0001909746Fund Vehicle2022 vintage506(b), 3(c)
Heitman Global Real Estate REIT LLC

Raised

$125K

Investors

125

Min Invest

$1,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Heitman Global Real Estate REIT LLC is a Delaware-based real estate investment entity filed under Regulation D exemptions 506(b) and 3(c). As of the February 9, 2022 filing, the offering raised $125,000 from 125 investors with a $1,000 minimum investment. The entity is managed by Heitman Global Real Estate Holdings, L.P. and related entities, with multiple executive officers and directors listed.

This real estate offering utilizes the 506(b) private placement exemption combined with 3(c) Investment Company Act exclusion, typical for pooled real estate vehicles. The $1,000 minimum investment represents an unusually low barrier for institutional-quality real estate offerings, which typically require $25,000 to $100,000+ minimums, suggesting broader retail accessibility or a structured REIT product.

Data Flags

minimum_investment_vs_raise125 investors each contributing exactly the $1,000 minimum to reach $125,000 total suggests uniform initial capitalization or early-stage launch phase
investor_countUnusually high investor count (125) relative to total raise ($125K), indicating average investment of exactly $1,000 per investor
generalLow minimum investment ($1K) combined with 506(b) exemption and REIT structure is atypical for institutional real estate managers like Heitman

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001909746
Entity NameHeitman Global Real Estate REIT LLC
Exemption506(b), 3(c)
First Sale Date—
Filing DateFebruary 9, 2022
Accession Number0001909746-22-000001
Total Amount Sold$125K
Total Investors125
Minimum Investment$1,000
Securities TypeEquity, Other
State of IncorporationNot specified
Amendment CountOriginal filing only

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

David Maki

Executive Officer · CHICAGO, IL

Thomas McCarthy

Executive Officer, Director · CHICAGO, IL

Lewis Ingall

Executive Officer · CHICAGO, IL

Lawrence Christensen

Executive Officer · CHICAGO, IL

Gordon Black

Director · CHICAGO, IL

Mary Ludgin

Director · CHICAGO, IL

Tony Smedley

Director · CHICAGO, IL

Dwight Fawcett

Director · CHICAGO, IL

Harold Schwartz

Director · CHICAGO, IL

Yunjung Choi

Executive Officer · CHICAGO, IL

Blaise Keane

Executive Officer · CHICAGO, IL

Gregory Leadholm

Executive Officer · CHICAGO, IL

Maury Tognarelli

Executive Officer · CHICAGO, IL

n/a Heitman Global Real Estate Holdings, L.P.

Promoter · CHICAGO, IL

n/a Heitman Global Real Estate Partners GP, LLC

Promoter · CHICAGO, IL

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. AltStreet analysis (summaries, flags, category context) is generated by Claude from this primary source data and reviewed for accuracy. Platform-provided information (if present) is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. EDGAR data is verified read-only — platforms may request factual corrections for demonstrable inaccuracies by contacting research@altstreet.investments. This page does not constitute investment advice.