Form D · Other Real Estate

Fort Myers BTR DST

Oak Brook, IL · CIK 0001996391

Offering snapshot reported Aug 29, 2024 · SEC filing

Reported sold
$54.5M
Offering amount: $54.5M
Investors reported
148
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 12, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$27.2M$54.5MOct 27, 2023: $812,242.00Oct 27, 2023Nov 9, 2023: $3,313,705.00Nov 22, 2023: $4,624,251.00Dec 8, 2023: $8,516,119.00Dec 20, 2023: $11,507,602.00Jan 3, 2024: $16,184,544.00Jan 19, 2024: $19,778,444.00Feb 2, 2024: $23,972,117.00Feb 16, 2024: $29,663,407.00Mar 1, 2024: $36,730,503.00Mar 15, 2024: $40,324,800.00Apr 5, 2024: $46,991,790.00Apr 18, 2024: $48,393,021.00May 1, 2024: $50,759,233.00May 15, 2024: $51,146,178.00Jun 12, 2024: $53,930,492.00Aug 29, 2024: $54,462,042.00Aug 29, 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$53,930,492 → $54,462,042
  • Reported investors146 → 148

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 29, 2024Amendment$54,462,042$531,550vs Jun 12, 2024148SEC filing
Jun 12, 2024Amendment$53,930,492$2,784,314vs May 15, 2024146SEC filing
May 15, 2024Amendment$51,146,178$386,945vs May 1, 2024141SEC filing
May 1, 2024Amendment$50,759,233$2,366,212vs Apr 18, 2024139SEC filing
Apr 18, 2024Amendment$48,393,021$1,401,231vs Apr 5, 2024134SEC filing
Apr 5, 2024Amendment$46,991,790$6,666,990vs Mar 15, 2024130SEC filing
Mar 15, 2024Amendment$40,324,800$3,594,297vs Mar 1, 2024114SEC filing
Mar 1, 2024Amendment$36,730,503$7,067,096vs Feb 16, 2024100SEC filing
Feb 16, 2024Amendment$29,663,407$5,691,290vs Feb 2, 202488SEC filing
Feb 2, 2024Amendment$23,972,117$4,193,673vs Jan 19, 202471SEC filing
Jan 19, 2024Amendment$19,778,444$3,593,900vs Jan 3, 202458SEC filing
Jan 3, 2024Amendment$16,184,544$4,676,942vs Dec 20, 202347SEC filing
Dec 20, 2023Amendment$11,507,602$2,991,483vs Dec 8, 202335SEC filing
Dec 8, 2023Amendment$8,516,119$3,891,868vs Nov 22, 202328SEC filing
Nov 22, 2023Amendment$4,624,251$1,310,546vs Nov 9, 202318SEC filing
Nov 9, 2023Amendment$3,313,705$2,501,463vs Oct 27, 202312SEC filing
Oct 27, 2023Initial$812,242No comparison3SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$4.3M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-495783
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
Lightpath Capital, Inc.34617
DAI Securities, LLC36673
Peak Brokerage Services, LLC157045
Invicta Capital LLC288101
Independent Financial Group, LLC7717
Concorde Investment Services, LLC151604
Realized Financial, Inc.22333
Lincoln Financial Advisors Corporation3978
Avantax Investment Services, Inc.13686
Emerson Equity LLC130032
Osaic Wealth, Inc.23131
Cambridge Investment Research, Inc.39543
Nationwide Planning Associates Inc.31029
Osaic Institutions, Inc.35371
Centaurus Financial, Inc.30833
RCX Capital Group, LLC114290
DFPG Investments, LLC155576
Arkadios Capital282710
American Portfolios Financial Services, Inc.18487
Ausdal Financial Partners, Inc7995
Crown Capital Securities, L.P.6312
Ameritas Investment Company, LLC14869
AAG Capital, Inc.188
Securities America, Inc.10205
Stifel, Nicolaus & Company, Incorporated793

Source: Form D, filed Aug 29, 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 Fort Myers Btr Exchange, L.L.C. Executive
N/A Fort Myers Btr, 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