Form D · Other Real Estate

Austin Lakeshore Multifamily DST

Oak Brook, IL · CIK 0001637103

Offering snapshot reported Jul 24, 2015 · SEC filing

Reported sold
$22.4M
Offering amount: $22.4M
Investors reported
80
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Mar 19, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.2M$22.4MMar 27, 2015: $1,370,079.00Mar 27, 2015Jul 24, 2015: $22,351,864.00Jul 24, 2015

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$1,370,079 → $22,351,864
  • Reported investors4 → 80

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 24, 2015Amendment$22,351,864$20,981,785vs Mar 27, 201580SEC filing
Mar 27, 2015Initial$1,370,079No comparison4SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.77M (estimated)
Finders' fees
$0
Form D file number
021-236783
Amount includes selling commissions, dealer fee and placement agent fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
John P. Harvey Jr.4227692Sandlapper Securities LLC · CRD 137906
Concorde Investment Services LLC151604Concorde Investment Services LLC · CRD 151604
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Joral Schmalle4491484Sigma Financial Corporation · CRD 14303
Trawnegan Gall6266415Sandlapper Securities LLC · CRD 137906
Samuel T. Green5322474Sigma Financial Corporation · CRD 14303
Christina S. Nielson4866971Primex · CRD 29394
Peter A. Finnegan1336798Phalanx Trading LLC · CRD 146993
Joseph G. Michaletz1327534Triad Advisors Inc. · CRD 25803
Jason H. Freeman2995587Triad Advisors Inc. · CRD 25803
Timothy R. Tehan3230535Triad Advisors Inc. · CRD 25803
Alex Filippini5043549Silver Portal Capital LLC · CRD 114290
DFPG Investments Inc.155576DFPG Investments Inc. · CRD 155576
Robert A. Horning2311640Centaurus Financial Inc. · CRD 30833
John H. Scully803539Centaurus Financial Inc. · CRD 30833
Robert J. Krakower2075184Centaurus Financial Inc. · CRD 30833
Mark A. Keen3178657The Strategic Financial Alliance Inc. · CRD 126514
Patrick Tantoco5249850Independent Financial Group LLC · CRD 7717
Christopher Vizzi5095868Independent Financial Group LLC · CRD 7717
Shawn Williamson2829022The Strategic Financial Alliance Inc. · CRD 126514
Lincoln Financial Advisors Corporation3978Lincoln Financial Advisors Corporation · CRD 3978
David B. Levinson705929Newport Coast Securities Inc. · CRD 16944
Eric A. Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
John W. Goff1919761Investacorp Inc. · CRD 7684
Jennifer Arnold49736721st Global Capital Corp. · CRD 30349
Edwin T. Suzuki4851317Newport Coast Securities Inc. · CRD 16944
Mark J. Rychel2262582Lincoln Financial Securities Corporation · CRD 3870

Source: Form D, filed Jul 24, 2015. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Austin Lakeshore Multifamily Exchange, L.L.C. Executive
N/A Austin Lakeshore Multifamily, L.L.C. Executive
N/A Inland Private Capital Corporation Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523