U.S. Real Estate Investment Fund, LLC
Raised
$8.3B
Investors
633
Min Invest
$35,000
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AltStreet Analysis
·Generated from EDGAR primary sources
U.S. Real Estate Investment Fund, LLC is a Delaware-organized pooled investment vehicle that has raised $8.34 billion from 627 investors under Rule 506(b), with a $35,000 minimum investment. This amended filing was submitted October 2025 and lists Peter Palandjian, Paul Nasser, Thomas Taranto Jr., and David Carella as executive officers and directors.
This real estate fund operates at institutional scale with $8.3B in commitments, yet maintains an accessible $35K minimum investment threshold—significantly lower than typical institutional real estate funds which often require $1M+ minimums. The 506(b) exemption permits general solicitation restrictions while accommodating a broad investor base of 627 participants.
Data Flags
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
Capital Raise Timeline
19 Form D filings from Jun 18, 2009 to Oct 21, 2026, the latest a D/A.
In the Terminal
Filing events
9
latest Oct 21, 2026
Critical / warning
0 / 0
6 watch · 3 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
raising
Latest event Sold increase · Oct 21, 2026
SEC.govInvestor
- 9 filing events with values and deltas, latest 2026-10-21, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Regulatory Activity
Filing events on this entity detected by AltStreet's EDGAR monitoring.
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Get the signal feedRelated Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2026-10-21: 1 related person added and 0 removed against the filing of 2025-10-22; 5 now listed. The names are in the Terminal feed.
PETER PALANDJIAN
Executive Officer, Director · BOSTON, MA
PAUL NASSER
Executive Officer · BOSTON, MA
THOMAS TARANTO, JR.
Executive Officer, Director · BOSTON, MA
David Carella
Executive Officer · BOSTON, MA
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
CHERRY TREE & ASSOCIATESCRD 115151 on BrokerCheck
MINNETONKA, MN
MATRIX CAPITAL GROUP, INCCRD 33364 on BrokerCheck
NEW YORK, NY
CAPFINANCIAL SECURITIES, LLCCRD 126291 on BrokerCheck
RALEIGH, NC
RSP Investments, LLCCRD 161622 on BrokerCheck
Washington, DC
Questions About U.S. Real Estate Investment Fund, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is U.S. Real Estate Investment Fund, LLC?
U.S. Real Estate Investment Fund, LLC is a Delaware limited liability company that filed a Form D with the SEC on October 21, 2026 as a other investment fund. The filing claims Rule 506(b) for an offering of pooled investment fund interests. AltStreet links the issuer to U.S. Real Estate Investment Fund, LLC.
Is U.S. Real Estate Investment Fund, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. U.S. Real Estate Investment Fund, LLC filed a Form D with the SEC on October 21, 2026 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $8,340,800,431 sold to 633 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to U.S. Real Estate Investment Fund, LLC, which AltStreet has reviewed. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is U.S. Real Estate Investment Fund, LLC registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that U.S. Real Estate Investment Fund, LLC claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has U.S. Real Estate Investment Fund, LLC raised?
U.S. Real Estate Investment Fund, LLC reported $8,340,800,431 sold from 633 investors in an offering of indefinite size as of the Form D filed October 21, 2026.
Who can invest in U.S. Real Estate Investment Fund, LLC?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $35,000.
What is the minimum investment in U.S. Real Estate Investment Fund, LLC?
The Form D lists $35,000 as the minimum investment accepted from any outside investor as of October 21, 2026. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling U.S. Real Estate Investment Fund, LLC and how are they paid?
The Form D names CHERRY TREE & ASSOCIATES (CRD 115151); MATRIX CAPITAL GROUP, INC (CRD 33364); CAPFINANCIAL SECURITIES, LLC (CRD 126291); RSP Investments, LLC (CRD 161622) as recipients of sales compensation. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind U.S. Real Estate Investment Fund, LLC?
The Form D lists 5 related persons: PETER PALANDJIAN, executive officer, director (Chairman, CEO and Treasurer of Intercontinental Real Estate Corporation, Manager of the Issuer); PAUL J. NASSER, executive officer (President of Intercontinental Real Estate Corporation, the Manager of the Issuer); THOMAS R. TARANTO, JR., executive officer, director (CIO, VP AND Assistant Secretary of Intercontinental Real Estate Corporation, the Manager of the Issuer); David S. Carella, executive officer (CFO of Intercontinental Real Estate Corporation, the Manager of the Issuer); Marie-Louise Manon Lauren Freese, executive officer, director (Secretary of Intercontinental Real Estate Corporation, the Manager of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is U.S. Real Estate Investment Fund, LLC located?
The issuer's address on its SEC filings is 1270 Soldiers Field Rd, Boston, MA 02135. Its phone number of record is 617-782-2600. It is organized under the laws of Delaware.
How long is the U.S. Real Estate Investment Fund, LLC offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 19 amendments are on record for this CIK.
How large is U.S. Real Estate Investment Fund, LLC?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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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. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.