U.S. Real Estate Investment Fund, LLC

Other fund
Rule 506(b)
Boston, Massachusetts
Amended Oct 21, 2026

Raising: Indefinite; No set size
Sold so far: $8,521,790,431
Investors: 633
Average check: $13,462,544; Sold ÷ investors
Minimum: $35,000
Sales commissions: $0; Issuer's estimate

In plain English

U.S. Real Estate Investment Fund, LLC, a pooled real estate investment fund based in Boston, Massachusetts, filed an amended Form D with the SEC on Oct 21, 2026 for an offering with no set size. It reports about $8.5 billion raised from 633 investors. That works out to roughly $13,463,000 per investor. The smallest investment it accepts from an outside investor is $35,000.

It filed under Rule 506(b), which means the offering can't be advertised to the public. Investors in these deals usually already have a relationship with the sponsor.

How it compares

Against the 594 real estate offerings filed Oct 6 – Nov 4, 2026.

This offeringMedian

Raise sizeIndefinite vs $7.7M median

No set size, so it can't be ranked against the 460 offerings that set one.

How much is sold$8.5B sold

With no set size there's no share sold to compare.

Minimum investment$35,000 vs $50,000 median

Lower than 63% of the 427 offerings that stated a minimum.

Where the sponsor is based

The Massachusetts housing market

Typical home value $655KChange, 12 months 2.3%Boston metro $726K

Form D lists the issuer's principal place of business, not where its properties are. Home values for Sep 2026.

See Massachusetts market data

Filing details

File number: 021-96109
Latest filing: Form D/A (amendment), Oct 21, 2026
Accession number: 0001315863-26-000748
Entity type: Limited Liability Company
Industry group: Pooled Investment Fund
Fund type: Other Investment Fund
Principal place of business: Boston, Massachusetts
Exemption claimed: Rule 506(b)
First sale: Sep 15, 2006

Timeline

First sale
Sep 15, 2006
Latest amendment (Form D/A) filed
Oct 21, 2026
$8.5B sold
As reported Oct 21, 2026

Other recent filings from Massachusetts

All fund filings

This page summarizes a notice U.S. Real Estate Investment Fund, LLC filed with the SEC. Fidelis First is not affiliated with U.S. Real Estate Investment Fund, LLC, has not reviewed this offering and does not recommend it. Nothing here is an offer to sell or a solicitation of an offer to buy any security. Figures are as the issuer reported them on Oct 21, 2026 and may have changed since.

Sales commissions are the issuer's estimate for the whole offering, not amounts paid so far. Average check is derived: amount sold divided by number of investors. Issuers don't have to amend a Form D when sales or investor counts change, so these can lag.

Source: SEC EDGAR, Form D · As of Oct 21, 2026

Source: Data Provided by Zillow Group · As of Sep 2026