Realty Income U.S. Core Plus Fund, LP
Raised
Pre-open
Investors
—
Min Invest
None stated
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AltStreet Analysis
·Generated from EDGAR primary sources
Delaware limited partnership and pooled investment fund (private equity fund type on Form D) sponsored by Realty Income Corporation (CIK 726728). Original Form D filed September 23, 2025 for an indefinite Rule 506(c) offering with no sales yet. Form D/A filed September 23, 2026 reports $1,738,400,000 sold to 43 investors, offering still indefinite, minimum investment none stated, solicitation states California and Texas. The sponsor's 8-Ks record the fund's history: an initial $716 million third-party closing announced September 29, 2025 against an approximately $1.4 billion seed portfolio of 183 income-generating properties contributed from Realty Income's wholly owned portfolio, more than half of annualized base rent from industrial properties; a further $816.3 million of commitments announced December 29, 2025 for an aggregate of approximately $1.5 billion, with the cornerstone round capped at $1.7 billion and expected to close by March 31, 2026, after which Realty Income anticipated indirectly owning approximately 24% of the fund's limited partnership interests following a roughly $950 million redemption of its seed-portfolio units; CBRE Investment Banking advised. Realty Income's Form 10-Q for the quarter ended March 31, 2026 states that in March 2026 the company closed the cornerstone round, securing $1.7 billion of commitments from third-party institutional investors, of which $167.5 million was committed in that quarter and $638.0 million was called in the quarter; $310 million more was called April 1, 2026 and $265 million on July 1, 2026 per the second-quarter 10-Q. The fund has a $1.38 billion unsecured credit facility ($1.0 billion revolver plus a $380.0 million delayed-draw term loan available for twelve months from April 29, 2025). Realty Income consolidates the fund as its primary beneficiary.
Sponsor-affiliated private real estate fund: the perpetual-life, open-end U.S. Core Plus Fund of Realty Income Corporation (NYSE: O), the net-lease REIT. Not a retail platform vehicle.
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.
AltStreet Coverage
Original reporting from AltStreet's daily EDGAR monitoring covering this entity's filings.
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Filing events
5
latest Sep 23, 2026
Critical / warning
1 / 0
2 watch · 2 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
raising
Latest event First sale · Sep 23, 2026
SEC.govInvestor
- The dated record: 6 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 5 filing events with values and deltas, latest 2026-09-23, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Related 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 2026-09-23: 0 related persons added and 1 removed against the filing of 2025-09-23; 6 now listed. The names are in the Terminal feed.
NEIL M. ABRAHAM
Executive Officer, Promoter · SAN DIEGO, CA
GREGORY J. WHYTE
Executive Officer, Promoter · SAN DIEGO, CA
MARK E. HAGAN
Executive Officer, Promoter · SAN DIEGO, CA
SHANNON KEHLE
Executive Officer, Promoter · SAN DIEGO, CA
JONATHAN PONG
Executive Officer, Promoter · SAN DIEGO, CA
SUMIT ROY
Executive Officer, Promoter · SAN DIEGO, CA
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.
CBRE CAPITAL ADVISORS, INC.CRD 140565 on BrokerCheck
Associated broker-dealer: None · DALLAS, TX
Questions About Realty Income U.S. Core Plus Fund, LP
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Realty Income U.S. Core Plus Fund, LP?
Realty Income U.S. Core Plus Fund, LP is a Delaware limited partnership that filed a Form D with the SEC on September 23, 2026 as a private equity fund. The filing claims Rule 506(c), Section 3(c), 3C.5 for an offering of equity and pooled investment fund interests.
Is Realty Income U.S. Core Plus Fund, LP legit?
AltStreet does not rate legitimacy; it reports the public record. Realty Income U.S. Core Plus Fund, LP filed a Form D with the SEC on September 23, 2026 claiming Rule 506(c), Section 3(c), 3C.5. A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $1,738,400,000 sold to 43 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 Realty Income U.S. Core Plus Fund, LP 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 Realty Income U.S. Core Plus Fund, LP claimed Rule 506(c), Section 3(c), 3C.5 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 Realty Income U.S. Core Plus Fund, LP raised?
Realty Income U.S. Core Plus Fund, LP reported $1,738,400,000 sold from 43 investors in an offering of indefinite size as of the Form D filed September 23, 2026.
Who can invest in Realty Income U.S. Core Plus Fund, LP?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in Realty Income U.S. Core Plus Fund, LP?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling Realty Income U.S. Core Plus Fund, LP and how are they paid?
The Form D names CBRE CAPITAL ADVISORS, INC. (CRD 140565), associated with None as the recipient of sales compensation. Sales commissions are reported as $24,317,500 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Realty Income U.S. Core Plus Fund, LP?
The Form D lists 6 related persons: NEIL M. ABRAHAM, executive officer, promoter; GREGORY J. WHYTE, executive officer, promoter; MARK E. HAGAN, executive officer, promoter; SHANNON KEHLE, executive officer, promoter; JONATHAN PONG, executive officer, promoter; SUMIT ROY, executive officer, promoter. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Realty Income U.S. Core Plus Fund, LP located?
The issuer's address on its SEC filings is 11995 El Camino Real, San Diego, CA 92130. Its phone number of record is 8779246266. It is organized under the laws of Delaware.
How long is the Realty Income U.S. Core Plus Fund, LP 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; 1 amendment is on record for this CIK.
How large is Realty Income U.S. Core Plus Fund, LP?
The issuer declined to disclose its revenue 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.