Fund family · SEC Form D record

SCALE Lending REIT funds

SCALE Lending REIT has 3 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2022 to 2025. The newest is Scale Lending REIT 3 LLC, first filed Jan 10, 2025.

Vehicles
3
Numbered generations
2
First filing
2022
Latest filing
Jan 10, 2025

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund III

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Scale Lending REIT 3 LLCCIK 2049161No amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund II

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
SCALE Lending REIT 2 LLCCIK 1908038Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Unnumbered

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
SCALE Lending REIT LLCCIK 1908068Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the SCALE Lending REIT funds

How many SCALE Lending REIT funds are there?
The SEC Form D record shows 3 vehicles in 2 numbered generations, the earliest filed Feb 2, 2022 and the latest filing on Jan 10, 2025. By generation: Fund III (Scale Lending REIT 3 LLC, first filed Jan 10, 2025); Fund II (SCALE Lending REIT 2 LLC, first filed Feb 2, 2022).
What is the latest SCALE Lending REIT fund?
Scale Lending REIT 3 LLC, which first filed a Form D on Jan 10, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the SCALE Lending REIT funds?
AltStreet has not joined a Form ADV adviser to this family's Form D filings. The adviser, if any, appears in each fund's offering documents, which a Form D does not include.
How much have the SCALE Lending REIT funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.