Form D · Other Real Estate

Diversified Residential Portfolio DST

Oak Brook, IL · CIK 0001831648

Offering snapshot reported Nov 3, 2021 · SEC filing

Reported sold
$222M
Offering amount: $222M
Investors reported
433
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 19, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$111M$222MAug 25, 2021: $221,918,052.00Aug 25, 2021Nov 3, 2021: $221,999,204.00Nov 3, 2021

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$221,918,052 → $221,999,204

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 3, 2021Amendment$221,999,204$81,152vs Aug 25, 2021433SEC filing
Aug 25, 2021Amendment$221,918,052No comparisonNot reportedSEC filing
Aug 11, 2021Amendment$221,889,204No comparisonNot reportedSEC filing
Jul 29, 2021Amendment$221,377,255No comparisonNot reportedSEC filing
Jul 14, 2021Amendment$213,728,219$1,510,735vs Jun 30, 2021422SEC filing
Jun 30, 2021Amendment$212,217,484No comparisonNot reportedSEC filing
Jun 16, 2021Amendment$201,418,317No comparisonNot reportedSEC filing
Jun 2, 2021Amendment$171,167,877$26,312,274vs May 19, 2021356SEC filing
May 19, 2021Amendment$144,855,603$14,903,051vs May 5, 2021310SEC filing
May 5, 2021Amendment$129,952,552No comparisonNot reportedSEC filing
Apr 21, 2021Amendment$114,567,070$10,664,482vs Apr 7, 2021236SEC filing
Apr 7, 2021Amendment$103,902,588No comparisonNot reportedSEC filing
Mar 24, 2021Amendment$97,744,654$19,357,434vs Mar 10, 2021184SEC filing
Mar 10, 2021Amendment$78,387,220$10,396,720vs Feb 24, 2021146SEC filing
Feb 24, 2021Amendment$67,990,500$8,272,473vs Feb 10, 2021122SEC filing
Feb 10, 2021Amendment$59,718,027$12,665,611vs Jan 27, 202199SEC filing
Jan 27, 2021Amendment$47,052,416$18,415,719vs Jan 13, 202166SEC filing
Jan 13, 2021Amendment$28,636,697$12,085,433vs Dec 30, 202041SEC filing
Dec 30, 2020Amendment$16,551,264$12,450,342vs Dec 16, 202024SEC filing
Dec 16, 2020Amendment$4,100,922$3,475,729vs Dec 2, 20209SEC filing
Dec 2, 2020Initial$625,193No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$19.8M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-381959
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 Fees that may be paid to one or more Related Persons.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Nationwide Planning Associates Inc.31029
Concorde Investment Services, LLC151604
Avantax Investment Services, Inc.13686
DAI Securities, LLC36673
Emerson Equity LLC130032
DFPG Investments, LLC155576
Stonecrest Capital Markets, Inc.39616
Vanderbilt Securities, LLC5953
Cambridge Investment Research, Inc.39543
Sagepoint Financial, Inc.133763
Woodbury Financial Services, Inc.421
Stifel, Nicolaus & Company, Incorporated793
National Securities Corporation7569
Securities America, Inc.10205
Arkadios Capital282710
Independent Financial Group, LLC7717
Lincoln Financial Advisors Corporation3978
Royal Alliance Associates, Inc.23131
Triad Advisors LLC25803
Crown Capital Securities, L.P.6312
FSC Securities Corporation7461
Cabin Securities, Inc.137608
Lincoln Financial Securities Corporation3870
JRL Capital Corporation10225
American Trust Investment Services, Inc.3001
American Investors Company38
McNally Financial Services Corporation121196
Cetera Advisor Networks LLC13572
RCX Capital Group, LLC114290
Harbour Investments, Inc.19258
Ameritas Investment Company, LLC14869
Commonwealth Financial Network8032
Saxony Securities, Inc.115547
Purshe Kaplan Sterling Investments35747
Whitehall-Parker Securities, Inc.10608
Boustead Securities, LLC141391
Kovack Securities Inc.44848
Thornhill Securities, Inc.22333
American Portfolios Financial Servivces18487
Colorado Financial Service Corporation104343
Calton & Associates, Inc.20999
Centaurus Financial, Inc.30833
First Financial Equity Corporation16507
Cetera Advisors LLC10299
Berthel, Fisher & Company Financial Services, Inc.13609
TFS Securities, Inc.20626
Western International Securities, Inc.39262
Great Point Capital LLC114203
Cetera Financial Specialists LLC10358
First Allied Securities, Inc.32444
McDermott Investment Services, LLC154926
ProEquities, Inc.15708
Cabot Lodge Securities LLC159712
Herold & Lantern Investments, Inc.30996
Infinity Financial Services144302
NPB Financial Group, LLC137743
APW Capital, Inc.43814

Source: Form D, filed Nov 3, 2021. 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 Diversified Residential Portfolio Depositor, L.L.C. Executive
N/A Diversified Residential Portfolio Exchange, L.L.C. Executive
N/A Inland Private Capital Corporation Executive
Keith D. Lampi Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
C/O Inland Private Capital Corporation 2901 Butterfield Road
Oak Brook, IL, 60523