Form D · Other Real Estate

Dallas Multifamily DST

Oak Brook, IL · CIK 0001698656

Offering snapshot reported Sep 26, 2017 · SEC filing

Reported sold
$22.5M
Offering amount: $22.6M
Investors reported
83
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Feb 2, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.3M$22.5MFeb 22, 2017: $92,284.00Feb 22, 2017Feb 28, 2017: $342,284.00Mar 10, 2017: $1,510,797.00Mar 22, 2017: $2,077,648.00Mar 30, 2017: $3,190,108.00Apr 12, 2017: $5,077,550.00Apr 21, 2017: $7,322,289.00May 5, 2017: $12,032,478.00May 11, 2017: $16,521,101.00May 24, 2017: $19,815,363.00Jun 2, 2017: $20,565,363.00Jun 23, 2017: $21,179,920.00Jul 6, 2017: $21,449,933.00Jul 20, 2017: $22,049,933.00Aug 29, 2017: $22,181,392.00Sep 12, 2017: $22,333,240.00Sep 26, 2017: $22,518,449.00Sep 26, 2017

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$22,333,240 → $22,518,449
  • Reported investors81 → 83

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 26, 2017Amendment$22,518,449$185,209vs Sep 12, 201783SEC filing
Sep 12, 2017Amendment$22,333,240$151,848vs Aug 29, 201781SEC filing
Aug 29, 2017Amendment$22,181,392$131,459vs Jul 20, 201780SEC filing
Jul 20, 2017Amendment$22,049,933$600,000vs Jul 6, 201779SEC filing
Jul 6, 2017Amendment$21,449,933$270,013vs Jun 23, 201777SEC filing
Jun 23, 2017Amendment$21,179,920$614,557vs Jun 2, 201776SEC filing
Jun 2, 2017Amendment$20,565,363$750,000vs May 24, 201772SEC filing
May 24, 2017Amendment$19,815,363$3,294,262vs May 11, 201768SEC filing
May 11, 2017Amendment$16,521,101$4,488,623vs May 5, 201760SEC filing
May 5, 2017Amendment$12,032,478$4,710,189vs Apr 21, 201755SEC filing
Apr 21, 2017Amendment$7,322,289$2,244,739vs Apr 12, 201733SEC filing
Apr 12, 2017Amendment$5,077,550$1,887,442vs Mar 30, 201727SEC filing
Mar 30, 2017Amendment$3,190,108$1,112,460vs Mar 22, 201720SEC filing
Mar 22, 2017Amendment$2,077,648$566,851vs Mar 10, 201716SEC filing
Mar 10, 2017Amendment$1,510,797$1,168,513vs Feb 28, 201712SEC filing
Feb 28, 2017Amendment$342,284$250,000vs Feb 22, 20175SEC filing
Feb 22, 2017Initial$92,284No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.79M (estimated)
Finders' fees
$0
Form D file number
021-281135
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fee that may be paid to one or more Related Persons

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Investment Planners Inc18577Thomas Ealy · CRD 863042
Courtlandt Securities Corp137356Mike Cruz · CRD 2130750
Primex29394Christina Nielson · CRD 4866971
Westpark Capital Inc39914David Levinson · CRD 705929
Concorde Investment Services, LLC151604Robert Smith · CRD 1412333
1st Global Capital Corporation30349Gregory Heldman · CRD 446116
Maureen Verduyn15737
Investment Planners, Inc18557Lara Hoff · CRD 3175071
Brian Evans4004458
Independent Financial Group, LLC7717Randy Goodsell · CRD 5237444
Concorde Investment Services LLC151604Daniel Raupp · CRD 4079107
Parkland Securities115368Tim Pearson · CRD 3180636
Alex Filippini5043549
DFPG Investments, Inc155576Scott Sheehan · CRD 2328614
H.D. Vest Investment Securities Inc13686Chin Po · CRD 2646769
Sigma Financial Corporation14303Tonas Velken · CRD 1600404
Silver Portal Capital, LLC114290
lndependent Financial Group, LLC7717Richard Wagner · CRD 4575603
Colorado Financial Service Corp104343Chay Lapin · CRD 6275140
Ausdal Financial Partners, lnc.7995Kraig Mickelsen · CRD 2845238
Triad Advisors, lnc.25803James Walesa · CRD 1061209
Questar Capital Corporation43100Michael Fox · CRD 2843169
Concorde lnvestment Services, LLC151604Roy Pfleger · CRD 5896655
Centaurus Financial, lnc.30833Robert Horning · CRD 2311640
Voya Financial Advisors2882Daniel Rickett · CRD 2305063
Commonwealth Financial Network8032Kurt Whitesell · CRD 1675434
Centaurus Financial, Inc30833Eugenie Brewster · CRD 1044643
WealthForge LLC152550David Dahill · CRD 6581024
Emerson Equity LLC130032Paul Getty · CRD 6470002
JRL Capital Corporation10225Larry Law · CRD 1273118
Questar Capital43100Stephen Swarbrick · CRD 2444058
Triad Advisors, Inc25803James Parry · CRD 1877092

Source: Form D, filed Sep 26, 2017. 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 Dallas Multifamily Exchange, L.L.C. Executive
N/A Inland Private Capital Corporation Executive
N/A Ipcc Multifamily Depositor Dst Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523