SEC filing record
Primary Source · SEC.gov

MPT UK Trust Sub REIT 1, Inc.

2023 vintageRule 506(b)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$1M

Investors

125

Min Invest

$1,000

AltStreet Verified Issuer badge

Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.

What this filing shows

·

Every sentence is a value as filed on SEC Form D

MPT UK Trust Sub REIT 1, Inc. is a Maryland corporation that filed a Form D with the SEC on November 29, 2023 in the REITS and Finance industry group. The offering claims Rule 506(b) and covers equity. MPT UK Trust Sub REIT 1, Inc. reported $1,375,000 sold from 125 investors of a $1,375,000 total offering as of the Form D filed November 29, 2023. 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 $1,000. The Form D names H & L Equities, LLC (CRD 113794), associated with None; Charles B. Harrison (CRD 3071551), associated with H & L Equities, LLC; Scott Harrison (CRD 4981070), associated with H & L Equities, LLC; Patrick J. Whelchel (CRD 5389090), associated with H & L Equities, LLC and 1 other as recipients of sales compensation soliciting in FL, GA, TX. The issuer's address of record is 1000 Urban Center Drive, Suite 501, Birmingham, AL 35242.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002001978
Entity NameMPT UK Trust Sub REIT 1, Inc.
ExemptionRule 506(b)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising.
Entity TypeCorporation
Jurisdiction of OrganizationMaryland
Issuer Address1000 Urban Center Drive, Suite 501, Birmingham, AL 35242
Phone(205) 969-3755
Industry / Fund TypeREITS and Finance
Securities TypeEquity
First Sale DateNovember 14, 2023
Filing DateNovember 29, 2023
Accession Number0002001978-23-000001
Total Offering Amount$1,375,000
Total Amount Sold$1,375,000
Amount Remaining$0
Total Investors125
Non-Accredited InvestorsNone
Minimum Investment$1,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)AL
Amendment CountOriginal filing only

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

0

none on file

Critical / warning

0 / 0

0 watch · 0 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

closed

Open in the terminal Watch this issuerInvestor $149/mo unlocks the values; Pro $349/mo adds the universe.

Investor

  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

Pro

  • This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
  • The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV

Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…

Related Persons (Form D)

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

Edward K. Aldag, Jr.

Executive Officer, Director · Birmingham, AL

Chairman of the Board, Chief Executive Officer and President

Richard Steven Hamner

Executive Officer, Director · Birmingham, AL

Executive Vice President and Chief Financial Officer

J. Kevin Hanna

Executive Officer, Director · Birmingham, AL

Senior Vice President, Controller, Chief Accounting Officer, Assistant Treasurer and Assistant Secretary

Rosa Kevin Hooper

Executive Officer · Birmingham, AL

Senior Vice President of Operations and Assistant Secretary

Luke Kevin Savage

Executive Officer · Birmingham, AL

Vice President and Head of Global Acquisitions

Charles Kevin Lambert

Executive Officer, Director · Birmingham, AL

Vice President and Treasurer

RJ Kevin Harden

Executive Officer · Birmingham, AL

Assistant Treasurer - Tax

Larry Kevin Portal

Executive Officer · Birmingham, AL

Senior Vice President and Senior Advisor to Chief Executive Officer

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.

H & L Equities, LLCCRD 113794 on BrokerCheck

Associated broker-dealer: None · Atlanta, GA · Soliciting in FL, GA, TX

Charles B. HarrisonCRD 3071551 on BrokerCheck

Associated broker-dealer: H & L Equities, LLC (CRD 113794) · Atlanta, GA · Soliciting in FL, GA, TX

Scott HarrisonCRD 4981070 on BrokerCheck

Associated broker-dealer: H & L Equities, LLC (CRD 113794) · Atlanta, GA · Soliciting in FL, GA, TX

Patrick J. WhelchelCRD 5389090 on BrokerCheck

Associated broker-dealer: H & L Equities, LLC (CRD 113794) · Atlanta, GA · Soliciting in FL, GA, TX

Lori MayfieldCRD 4899271 on BrokerCheck

Associated broker-dealer: H & L Equities, LLC (CRD 113794) · Atlanta, GA · Soliciting in FL, GA, TX

Questions About MPT UK Trust Sub REIT 1, Inc.

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is MPT UK Trust Sub REIT 1, Inc.?

MPT UK Trust Sub REIT 1, Inc. is a Maryland corporation that filed a Form D with the SEC on November 29, 2023 in the REITS and Finance industry group. The filing claims Rule 506(b) for an offering of equity.

Is MPT UK Trust Sub REIT 1, Inc. legit?

AltStreet does not rate legitimacy; it reports the public record. MPT UK Trust Sub REIT 1, Inc. filed a Form D with the SEC on November 29, 2023 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 $1,375,000 sold to 125 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. 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 MPT UK Trust Sub REIT 1, Inc. 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 MPT UK Trust Sub REIT 1, Inc. 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 MPT UK Trust Sub REIT 1, Inc. raised?

MPT UK Trust Sub REIT 1, Inc. reported $1,375,000 sold from 125 investors of a $1,375,000 total offering as of the Form D filed November 29, 2023.

Who can invest in MPT UK Trust Sub REIT 1, Inc.?

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 $1,000.

What is the minimum investment in MPT UK Trust Sub REIT 1, Inc.?

The Form D lists $1,000 as the minimum investment accepted from any outside investor as of November 29, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling MPT UK Trust Sub REIT 1, Inc. and how are they paid?

The Form D names H & L Equities, LLC (CRD 113794), associated with None; Charles B. Harrison (CRD 3071551), associated with H & L Equities, LLC; Scott Harrison (CRD 4981070), associated with H & L Equities, LLC; Patrick J. Whelchel (CRD 5389090), associated with H & L Equities, LLC and 1 other as recipients of sales compensation soliciting in FL, GA, TX.

Who is behind MPT UK Trust Sub REIT 1, Inc.?

The Form D lists 8 related persons: Edward K. Aldag, Jr., executive officer, director (Chairman of the Board, Chief Executive Officer and President); Richard Steven Hamner, executive officer, director (Executive Vice President and Chief Financial Officer); J. Kevin Hanna, executive officer, director (Senior Vice President, Controller, Chief Accounting Officer, Assistant Treasurer and Assistant Secretary); Rosa Kevin Hooper, executive officer (Senior Vice President of Operations and Assistant Secretary); Luke Kevin Savage, executive officer (Vice President and Head of Global Acquisitions); Charles Kevin Lambert, executive officer, director (Vice President and Treasurer); RJ Kevin Harden, executive officer (Assistant Treasurer - Tax); Larry Kevin Portal, executive officer (Senior Vice President and Senior Advisor to Chief Executive Officer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is MPT UK Trust Sub REIT 1, Inc. located?

The issuer's address on its SEC filings is 1000 Urban Center Drive, Suite 501, Birmingham, AL 35242. Its phone number of record is 205-969-3755. It is organized under the laws of Maryland.

How long is the MPT UK Trust Sub REIT 1, Inc. offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.

What is MPT UK Trust Sub REIT 1, Inc.'s revenue?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

AltStreet Verified Issuer badge

Is this your company or fund?

Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.

Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.

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.