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Data / Form D filings / BAILARD REAL ESTATE INVESTMENT TRUST, INC

BAILARD REAL ESTATE INVESTMENT TRUST, INC: Form D filings

BAILARD REAL ESTATE INVESTMENT TRUST, INC, a real estate finance company in Foster City, CA, filed 27 Form D notices with the SEC between 2009 and 2026. The latest, on August 21, 2026, reports $572.1 million sold of an offering with no set size to 879 investors.

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Company details from the filing

Address
950 TOWER LANE SUITE 1900, Foster City, CA, 94404
Phone
(650) 571-5800
Industry
REITS and Finance
Entity type
Corporation
Incorporated in
Maryland
Revenue range
Decline to Disclose
Exemptions claimed
Rule 506(c)
SEC identifier (CIK)
935457

Form D filings

FiledTypeOfferingSoldRemainingInvestorsFirst saleFiling
Aug 21, 2026AmendmentIndefinite$572,129,098879Oct 1, 2018sec.gov
Aug 22, 2025AmendmentIndefinite$556,734,524857Oct 1, 2018sec.gov
Aug 22, 2024AmendmentIndefinite$473,229,020795Oct 1, 2018sec.gov
Sep 11, 2023AmendmentIndefinite$438,387,302782Oct 1, 2018sec.gov
Sep 1, 2023New noticeIndefinite$438,387,302782Oct 1, 2018sec.gov
Sep 1, 2022AmendmentIndefinite$363,989,957719Oct 1, 2018sec.gov
Sep 1, 2021AmendmentIndefinite$221,349,132566Oct 1, 2018sec.gov
Sep 4, 2020AmendmentIndefinite$124,126,386487Oct 1, 2018sec.gov
Sep 5, 2019AmendmentIndefinite$37,800,737429Oct 1, 2018sec.gov
Sep 5, 2018New noticeIndefinite$00Yet to occursec.gov
Jun 29, 2018AmendmentIndefinite$278,395,366496Sep 30, 2013sec.gov
Oct 26, 2017AmendmentIndefinite$234,491,963451Sep 30, 2013sec.gov
Jul 25, 2017AmendmentIndefinite$157,385,512401Sep 30, 2013sec.gov
May 18, 2017AmendmentIndefinite$150,677,512367Sep 30, 2013sec.gov
May 27, 2016AmendmentIndefinite$112,760,512298Sep 30, 2013sec.gov
Dec 3, 2015AmendmentIndefinite$74,145,512255Sep 30, 2013sec.gov
Nov 2, 2015AmendmentIndefinite$74,145,512255Sep 30, 2013sec.gov
Jun 8, 2015AmendmentIndefinite$61,355,512224Sep 30, 2013sec.gov
Sep 19, 2014AmendmentIndefinite$29,570,512208Sep 30, 2013sec.gov
Jun 9, 2014AmendmentIndefinite$243,945,336187Sep 30, 2013sec.gov
Aug 30, 2013New noticeIndefinite$00Yet to occursec.gov
May 29, 2013New notice$36,197,657$36,197,657120May 16, 2013sec.gov
Jun 1, 2012Amendment$1,000,000,000$537,739,394$462,260,606431Dec 20, 1994sec.gov
Jul 28, 2011Amendment$1,000,000,000$537,739,394$462,260,606431Dec 20, 1994sec.gov
Mar 11, 2011Amendment$1,000,000,000$527,204,394$472,795,606430Dec 20, 1994sec.gov
Mar 11, 2010Amendment$1,000,000,000$522,504,394$477,495,606429Dec 20, 1994sec.gov
Mar 16, 2009Amendment$1,000,000,000$521,904,394$478,095,606428Dec 20, 1994sec.gov

Executive officers and directors named in the filing

NameRoleNote in the filing
n/a Bailard, Inc.Executive OfficerInvestment Manager
Preston R. SargentDirector
Sonya Thadhani MughalExecutive Officer, Director
James PinkertonExecutive Officer, Director
Brad BlakeDirector
Evelyn DilsaverDirector
Geoffrey DohrmannDirector
Pavita FleischerExecutive Officer
Tess GruensteinExecutive Officer

Other real estate finance companies in California that filed recently

Every Form D from the week of Aug 17, 2026 · All recent filings in California · All recent REITS and Finance filings

Read from SEC EDGAR. Amount sold is what BAILARD REAL ESTATE INVESTMENT TRUST, INC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.