M&A - Casa Shares Assets, LLC

Form Type: 1-SA

Filing Date: 2025-06-30

Corporate Action: Acquisition

Type: New

Accession Number: 000137647425000556

Filing Summary: Casa Shares Assets, LLC, formed in July 2023, is focused on acquiring properties through various series. As of March 31, 2025, it operates two series: Series Lorene and Series Richmond. Series Lorene generated $7,500 in revenue and incurred operating expenses of $7,592, impacting its financial position. Series Lorene completed its acquisition on October 12, 2023, with a current outstanding debt of $41,000. Series Richmond acquired a property on March 25, 2025, with an outstanding promissory note of $455,900. The company's plan includes listing properties for lease, generating cash flow, and potential future acquisitions. Financial performance is influenced by market conditions and operational challenges. As of the reporting date, cash on hand totaled $10,126 across both series, while liabilities have been distinctly managed per individual series, ensuring segregation of financial obligations.