Form D · Other Real Estate

Epoch Student Housing DST

Oak Brook, IL · CIK 0002020903

Offering snapshot reported Apr 11, 2025 · SEC filing

Reported sold
$77.2M
Offering amount: $77.2M
Investors reported
175
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 9, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$38.6M$77.2MApr 24, 2024: $9,022,354.00Apr 24, 2024Oct 24, 2024: $76,896,889.00Oct 24, 2024Apr 11, 2025: $77,167,152.00Apr 11, 2025

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$76,896,889 → $77,167,152
  • Reported investors174 → 175

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 11, 2025Amendment$77,167,152$270,263vs Oct 24, 2024175SEC filing
Oct 24, 2024Amendment$76,896,889$67,874,535vs Apr 24, 2024174SEC filing
Apr 24, 2024Initial$9,022,354No comparison20SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$3.86M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-511450

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
Ameritas Investment Company14869
DFPG Investments, LLC155576
Peak Brokerage Services, LLC157045
Concorde Investment Services, LLC151604
Muriel Siebert & Co., LLC5376
Emerson Equity LLC130032
Osaic Wealth, Inc.23131
Arkadios Capital282710
Cadaret, Grant & Co., Inc.10641
Independent Financial Group, LLC7717
Western International Securities, Inc.3962
Portsmouth Financial Services13980
Ausdal Financial Partners, Inc.7995
Park Avenue Securities LLC46173
Securities America, Inc.10205
Hilltop Securities Inc.6220
Cetera Financial Specialists LLC10358
Avantax Investment Services, Inc.13686
RCX Capital Group, LLC114290
DAI Securities, LLC36673
Osaic FA, Inc.3978
Cambridge Investment Research, Inc.39543
Realized Financial, Inc.22333
Calton & Associates, Inc.20999
Capulent LLC155155
Great Point Capital LLC114203
LPL Financial LLC6413
Cetera Advisors LLC10299
Triad Advisors LLC25803
Stifel Nicolaus & Company, Incorporated793
B. Riley Wealth Management2543
Cetera Investment Services LLC15340
Cabot Lodge Securities LLC159712

Source: Form D, filed Apr 11, 2025. 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 Epoch Student Housing Exchange, L.L.C. Executive
N/A Epoch Student Housing, 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:
2901 Butterfield Road
Oak Brook, IL, 60523