Form D · Other Real Estate

Diversified Residential Portfolio III DST

Oak Brook, IL · CIK 0001936794

Offering snapshot reported Jan 3, 2024 · SEC filing

Reported sold
$209M
Offering amount: $209M
Investors reported
387
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jul 6, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$105M$209MJul 8, 2022: $200,000.00Jul 8, 2022Jul 22, 2022: $705,545.00Aug 5, 2022: $13,466,416.00Aug 17, 2022: $32,252,222.00Aug 31, 2022: $49,528,085.00Sep 15, 2022: $58,082,172.00Sep 28, 2022: $75,265,986.00Oct 12, 2022: $87,669,103.00Oct 27, 2022: $98,369,006.00Nov 9, 2022: $110,518,760.00Nov 23, 2022: $116,438,520.00Dec 7, 2022: $126,342,826.00Dec 21, 2022: $130,662,599.00Jan 4, 2023: $135,837,272.00Jan 18, 2023: $139,138,753.00Feb 1, 2023: $143,683,734.00Feb 15, 2023: $149,541,007.00Mar 1, 2023: $153,695,309.00Mar 15, 2023: $155,885,870.00Mar 30, 2023: $158,895,792.00Apr 27, 2023: $159,679,091.00May 10, 2023: $162,345,433.00May 24, 2023: $167,008,011.00Jun 9, 2023: $169,927,432.00Jul 14, 2023: $173,600,026.00Jul 28, 2023: $176,552,018.00Aug 11, 2023: $179,992,374.00Aug 25, 2023: $184,121,339.00Sep 8, 2023: $184,443,664.00Sep 28, 2023: $185,996,740.00Oct 12, 2023: $187,984,562.00Oct 27, 2023: $191,136,565.00Nov 9, 2023: $197,141,878.00Nov 22, 2023: $204,807,964.00Dec 8, 2023: $207,269,723.00Dec 20, 2023: $208,126,293.00Jan 3, 2024: $209,327,056.00Jan 3, 2024

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$208,126,293 → $209,327,056
  • Reported investors384 → 387

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 3, 2024Amendment$209,327,056$1,200,763vs Dec 20, 2023387SEC filing
Dec 20, 2023Amendment$208,126,293$856,570vs Dec 8, 2023384SEC filing
Dec 8, 2023Amendment$207,269,723$2,461,759vs Nov 22, 2023380SEC filing
Nov 22, 2023Amendment$204,807,964$7,666,086vs Nov 9, 2023372SEC filing
Nov 9, 2023Amendment$197,141,878$6,005,313vs Oct 27, 2023357SEC filing
Oct 27, 2023Amendment$191,136,565$3,152,003vs Oct 12, 2023347SEC filing
Oct 12, 2023Amendment$187,984,562$1,987,822vs Sep 28, 2023338SEC filing
Sep 28, 2023Amendment$185,996,740$1,553,076vs Sep 8, 2023331SEC filing
Sep 8, 2023Amendment$184,443,664$322,325vs Aug 25, 2023326SEC filing
Aug 25, 2023Amendment$184,121,339$4,128,965vs Aug 11, 2023323SEC filing
Aug 11, 2023Amendment$179,992,374$3,440,356vs Jul 28, 2023317SEC filing
Jul 28, 2023Amendment$176,552,018$2,951,992vs Jul 14, 2023310SEC filing
Jul 14, 2023Amendment$173,600,026$3,672,594vs Jun 9, 2023303SEC filing
Jun 9, 2023Amendment$169,927,432$2,919,421vs May 24, 2023293SEC filing
May 24, 2023Amendment$167,008,011$4,662,578vs May 10, 2023286SEC filing
May 10, 2023Amendment$162,345,433$2,666,342vs Apr 27, 2023273SEC filing
Apr 27, 2023Amendment$159,679,091$783,299vs Mar 30, 2023267SEC filing
Mar 30, 2023Amendment$158,895,792$3,009,922vs Mar 15, 2023263SEC filing
Mar 15, 2023Amendment$155,885,870$2,190,561vs Mar 1, 2023258SEC filing
Mar 1, 2023Amendment$153,695,309$4,154,302vs Feb 15, 2023252SEC filing
Feb 15, 2023Amendment$149,541,007$5,857,273vs Feb 1, 2023245SEC filing
Feb 1, 2023Amendment$143,683,734$4,544,981vs Jan 18, 2023234SEC filing
Jan 18, 2023Amendment$139,138,753$3,301,481vs Jan 4, 2023227SEC filing
Jan 4, 2023Amendment$135,837,272$5,174,673vs Dec 21, 2022222SEC filing
Dec 21, 2022Amendment$130,662,599$4,319,773vs Dec 7, 2022213SEC filing
Dec 7, 2022Amendment$126,342,826$9,904,306vs Nov 23, 2022202SEC filing
Nov 23, 2022Amendment$116,438,520$5,919,760vs Nov 9, 2022185SEC filing
Nov 9, 2022Amendment$110,518,760$12,149,754vs Oct 27, 2022170SEC filing
Oct 27, 2022Amendment$98,369,006$10,699,903vs Oct 12, 2022150SEC filing
Oct 12, 2022Amendment$87,669,103$12,403,117vs Sep 28, 2022130SEC filing
Sep 28, 2022Amendment$75,265,986$17,183,814vs Sep 15, 2022112SEC filing
Sep 15, 2022Amendment$58,082,172$8,554,087vs Aug 31, 202292SEC filing
Aug 31, 2022Amendment$49,528,085$17,275,863vs Aug 17, 202276SEC filing
Aug 17, 2022Amendment$32,252,222$18,785,806vs Aug 5, 202243SEC filing
Aug 5, 2022Amendment$13,466,416$12,760,871vs Jul 22, 202213SEC filing
Jul 22, 2022Amendment$705,545$505,545vs Jul 8, 20223SEC filing
Jul 8, 2022Initial$200,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$18.6M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-451584
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.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Sagepoint Financial, Inc.133763
Whitehall-Parker Securities, Inc.10608
Woodbury Financial Services, Inc.421
Hilltop Securities Inc.6220
Concorde Investment Services, LLC151604
Lincoln Financial Securities Corporation3870
DAI Securities, LLC36673
Coastal Equities, Inc.23769
Stifel Nicolaus & Co., Inc.793
American Investors Co Lsy Dba38
Securities America Inc.10205
Great Point Capital LLC114203
Avantax Investment Services Inc13686
BD4RIA INC290240
Cetera Advisor Networks, LLC13572
Cetera Advisors, LLC10299
First Allied Securities Inc.32444
Crown Capital Securities L.P.6312
Commonwealth Financial Network8032
Cetera Financial Specialists LLC10358
DFPG Investments, Inc.155576
Harbour Investments, Inc.19258
Arkadios Capital282710
Lincoln Financial Advisors Corporation3978
Independent Financial Group, LLC7717
American Portfolios Financial Services, Inc.18487
Stonecrest Capital Markets, Inc.39616
LifeMark Securities Corp.16204
Triad Advisors LLC25803
Thornhill Securities, Inc.22333
Cabot Lodge Securities LLC159712
Cambridge Investment Research, Inc.39543
Royal Alliance Associates, Inc.23131
Realized Financial, Inc.22333
International Assets Advisory, LLC10645
Calton & Associates, Inc.20999
LPL Financial LLC6413
FSC Securities Corporation7461
Wintrust Investments LLC875
Centaurus Financial, Inc.30833
American Trust Investment Services, Inc.3001
Ameritas Investment Corp.282710
Herold & Lantern Investments, Inc.30996
Purshe Kaplan Sterling Investments35747
Peak Brokerage Services, LLC157045
J.W. Cole Financial, Inc.124583
APW Capital, Inc.43814
Cetera Investment Services LLC15340
Emerson Equity LLC130032
Aegis Capital Corporation15007
XML Securities145589
McDermott Investment Services, LLC154926
Muriel Siebert & Co., Inc.5376
Osaic Wealth, Inc.23131
Ameritas Investment Company, LLC14869
Osaic Institutions, Inc.35371

Source: Form D, filed Jan 3, 2024. 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 Iii 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