AltStreet
EDGAR Verified
Primary Source · SEC.gov

BDT & MSD (T) III Credit REIT, LLC

Fund Vehicle2026 vintage506(b), 3(c)

Raised

$125K

Investors

125

Min Invest

$1,000

AltStreet Analysis

·

Generated from EDGAR primary sources

BDT & MSD (T) III Credit REIT, LLC is a Delaware-organized credit REIT vehicle that filed a Form D reporting $125,000 raised from 125 investors at a $1,000 minimum investment, under combined 506(b) and Section 3(c) exemptions. The filing lists eight executive officers/directors, including Kenneth Gerold, Robert Simonds, and Marcello Liguori, with no parent platform or sibling entities currently matched in the database.

This is a privately placed credit REIT structured as an LLC, a common vehicle type in alternative credit investing that pairs a Securities Act 506(b) exemption with an Investment Company Act 3(c) exclusion. The $1,000 minimum investment is notably low for this category, where institutional credit REIT offerings typically carry minimums in the tens of thousands of dollars or higher.

Data Flags

Total Investors / Total Amount Sold125 investors for $125,000 raised implies an average check size of roughly $1,000 — exactly at the stated minimum investment — an unusually small average commitment for a REIT-structured vehicle.
Minimum InvestmentThe $1,000 minimum investment is low relative to typical credit REIT or private fund offerings, which commonly set minimums far higher.
First Sale DateFirst sale date is not disclosed on a small-dollar ($125K) offering; this is a pre-open or early-stage filing pattern rather than the large-fund amendment context where omission is expected.
ExemptionFiling claims both Securities Act Rule 506(b) and Investment Company Act Section 3(c) exemptions simultaneously, a standard combination for pooled private fund vehicles but worth noting as a dual-exemption structure.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002155551
Entity NameBDT & MSD (T) III Credit REIT, LLC
Exemption506(b), 3(c)
Entity Type—
Jurisdiction of OrganizationDelaware
Issuer Address550 Madison Avenue, 20th Floor, New York, NY 10022
Phone(212) 303-1650
Industry / Fund Type—
Securities TypeEquity, Other
First Sale Date—
Filing DateOctober 15, 2026
Accession Number0002155551-26-000001
Total Offering Amount—
Total Amount Sold$125,000
Total Investors125
Minimum Investment$1,000
Offering Duration—
State (Issuer Address)NY
Amendment CountOriginal filing only

Related Persons (Form D)

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

Kenneth Gerold

Executive Officer, Director · NEW YORK, NY

Robert Simonds

Executive Officer, Director · NEW YORK, NY

Marcello Liguori

Executive Officer, Director · NEW YORK, NY

Brian Williams

Executive Officer · NEW YORK, NY

Daniel Stock

Executive Officer · NEW YORK, NY

Lawrence Schaltenbrand III

Executive Officer · NEW YORK, NY

Aaron Panosh

Executive Officer · NEW YORK, NY

Gregory Epsom

Executive Officer · NEW YORK, NY

Questions About BDT & MSD (T) III Credit REIT, LLC

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

What is BDT & MSD (T) III Credit REIT, LLC?

BDT & MSD (T) III Credit REIT, LLC is an issuer that filed a Form D with the SEC on October 15, 2026. The filing claims 506(b), 3(c).

Is BDT & MSD (T) III Credit REIT, LLC legit?

AltStreet does not rate legitimacy; it reports the public record. BDT & MSD (T) III Credit REIT, LLC filed a Form D with the SEC on October 15, 2026 claiming 506(b), 3(c). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $125,000 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 BDT & MSD (T) III Credit REIT, 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 BDT & MSD (T) III Credit REIT, LLC claimed 506(b), 3(c) 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 BDT & MSD (T) III Credit REIT, LLC raised?

BDT & MSD (T) III Credit REIT, LLC reported $125,000 sold from 125 investors as of the Form D filed October 15, 2026.

Who can invest in BDT & MSD (T) III Credit REIT, LLC?

The minimum investment accepted from an outside investor is $1,000.

What is the minimum investment in BDT & MSD (T) III Credit REIT, LLC?

The Form D lists $1,000 as the minimum investment accepted from any outside investor as of October 15, 2026. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling BDT & MSD (T) III Credit REIT, LLC and how are they paid?

The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.

Where is BDT & MSD (T) III Credit REIT, LLC located?

The issuer's address on its SEC filings is 550 Madison Avenue, 20th Floor, New York, NY 10022. Its phone number of record is 212-303-1650. It is organized under the laws of Delaware.

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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.