SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
SCHEDULE TO
TENDER OFFER STATEMENT PURSUANT TO SECTION 14(d)(1)
OF THE SECURITIES EXCHANGE ACT OF 1934
(NAME OF SUBJECT COMPANY)
CAPITAL REALTY INVESTORS II LTD PARTNERSHIP
A MARYLAN LIMITED PARTNERSHIP
AT $100.00 NET PER UNIT
BY
EQUITY RESOURCE LEXINGTON FUND LIMITED PARTNERSHIP,
A MASSACHUSETTS LIMITED PARTNERSHIP
EQUITY RESOURCES GROUP, INC.
EGGERT DAGBJARTSSON
LIMITED PARTNERSHIP UNITS
Eggert Dagbjartsson, Executive Vice President
Equity Resources Group, Inc.
14 Story Street
Cambridge, MA 02138
(617) 876-4800
CALCULATION OF FILING FEE
================================================================================
TRANSACTION VALUATION* AMOUNT OF FILING FEE
$1,000,000 $200.00
- --------------------------------------------------------------------------------
* FOR PURPOSES OF CALCULATING THE FILING FEE ONLY. THIS CALCULATION
ASSUMES THE PURCHASE OF 10,000 UNITS AT A PURCHASE PRICE OF $100.00 PER
UNIT IN THE PARTNERSHIP.
[ ] CHECK BOX IF ANY PART OF THE FEE IS OFFSET AS PROVIDED BY RULE
0-11(A)(2) AND IDENTIFY THE FILING WITH WHICH THE OFFSETTING FEE WAS
PREVIOUSLY PAID. IDENTIFY THE PREVIOUS FILING BY REGISTRATION STATEMENT
NUMBER, OR THE FORM OR SCHEDULE AND THE DATE OF ITS FILING.
- --------------------------------------------------------------------------------
AMOUNT PREVIOUSLY PAID: NOT APPLICABLE FILING NOT APPLICABLE
FORM OF REGISTRATION NO.: NOT APPLICABLE PARTY: NOT APPLICABLE
DATE FILED:
- --------------------------------------------------------------------------------
================================================================================
TENDER OFFER
This Tender Offer Statement on Schedule TO (the "Schedule TO")
relates to an offer by Equity Resource Lexington Fund, Limited Partnership, a
Massachusetts limited partnership, Eggert Dagbjartsson, its general partner
and Equity Resources Group, Inc., its manager (collectively the "Purchaser")
to purchase 10,000 units (the "Units") of limited partnership interests in
Capital Realty Investors II Ltd Partnership, a Maryland limited partnership
(the "Partnership"), at $100.00 for each Unit, net to the seller in cash,
without interest, less the amount of any distributions declared or paid from
any source by the Partnership with respect to the Units after June 22, 2001
(without regard to the record date), upon the terms and subject to the
conditions set forth in the Offer to Purchase (the "Offer to Purchase") and
in the related Agreement of Sale, copies of which are attached hereto as
Exhibits (a)(l) and (a)(3) (which are herein collectively referred to as the
"Offer") and less the $100 transfer fee charged by the general partner of the
Partnership.. The information in the Offer to Purchase, including all
schedules and annexes thereto, is hereby expressly incorporated herein by
reference in response to all the items of this Statement, except as otherwise
set forth below.
ITEM 12. EXHIBITS
(a)(1) Offer to Purchase, dated June 22, 2001
(a)(2) Transmittal letter, dated June 22, 2001
(a)(3) Agreement of Sale
(a)(4) Summary Advertisement
(b) Not applicable
(c) Not applicable
(d) Not applicable
(e) Not applicable
(f) Not applicable
(g) Not applicable
(h) Not applicable
SIGNATURE
After due inquiry and to the best of my knowledge and belief, I
certify that the information set forth in this statement is true, complete and
correct.
Dated: June 22, 2001 Equity Resource Lexington Fund Limited Partnership,
a Massachusetts limited partnership
By: /s/ EGGERT DAGBJARTSSON
------------------------------------
Eggert Dagbjartsson
General Partner
Equity Resources Group, Inc.
A Massachusetts Corporation
By: /s/ EGGERT DAGBJARTSSON
------------------------------------
Eggert Dagbjartsson
Executive Vice President
Eggert Dagbjartsson
By: /s/ EGGERT DAGBJARTSSON
------------------------------------
Eggert Dagbjartsson
EXHIBIT INDEX
- ------------------ -------------------------------------------------------------
SEQUENTIAL
EXHIBIT NO. DESCRIPTION PAGE NUMBER
- ------------------ -------------------------------------------------------------
(a)(1) - Offer to Purchase, dated June 22, 2001. 4-28
- ------------------ -------------------------------------------------------------
(a)(2) - Transmittal letter, dated June 22, 2001 29
- ------------------ -------------------------------------------------------------
(a)(3) - Agreement of Sale 30-33
- ------------------ -------------------------------------------------------------
(a)(4) Summary Advertisement 34
- ------------------ -------------------------------------------------------------
(b) - Not applicable.
- ------------------ -------------------------------------------------------------
(c) - Not applicable.
- ------------------ -------------------------------------------------------------
(d) - Not applicable.
- ------------------ -------------------------------------------------------------
(e) - Not applicable.
- ------------------ -------------------------------------------------------------
(f) - Not applicable.
- ------------------ -------------------------------------------------------------
(g) Not applicable
- ------------------ -------------------------------------------------------------
(h) Not applicable.
- ------------------ -------------------------------------------------------------