Form D · Other Real Estate

Ft. Collins Multifamily Portfolio DST

Oak Brook, IL · CIK 0001670634

Offering snapshot reported Oct 5, 2016 · SEC filing

Reported sold
$39M
Offering amount: $39M
Investors reported
96
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 5, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$19.5M$39MApr 13, 2016: $379,400.00Apr 13, 2016Oct 5, 2016: $39,012,526.00Oct 5, 2016

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$379,400 → $39,012,526
  • Reported investors3 → 96

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 5, 2016Amendment$39,012,526$38,633,126vs Apr 13, 201696SEC filing
Apr 13, 2016Initial$379,400No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$3.08M (estimated)
Finders' fees
$0
Form D file number
021-261231
Amount includes selling commissions, dealer fee and placement agent fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Michael A. Bendix5379777DFPG Investments Inc. · CRD 155576
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Christina Nielson4866971Primex · CRD 29394
1st Global Capital Corp.303491st Global Capital Corp. · CRD 30349
Silver Portal Capital LLC114290Silver Portal Capital LLC · CRD 114290
Concorde Investment Services LLC151604Concorde Investment Services LLC · CRD 151604
James Lamont2846228Whitehall-Parker Securities Inc. · CRD 10608
Terry Shea1654953Whitehall-Parker Securities Inc. · CRD 10608
Edwin Day2469775Heritage Benefits Financial Services Inc. · CRD 45797
John G. Chess4812430Investacorp Inc. · CRD 7684
John Goff1919761Investacorp Inc. · CRD 7684
Mark Gopen2989672National Securities Corporation · CRD 7569
Deborah O'Connell1760230National Securities Corporation · CRD 7569
Jason Salmon6081963Colorado Financial Service Corporation · CRD 104343
Robert R. Tweed2339324Cabot Lodge Securities LLC · CRD 159712
Troy Thomas4691720McDermott Investment Services LLC · CRD 154926
Woodbury Financial Services Inc.421Woodbury Financial Services Inc. · CRD 421
Jody J. Roth4030963Transamerica Financial Advisors Inc. · CRD 16164
Sagepoint Financial Inc.133763Sagepoint Financial Inc. · CRD 133763
Centaurus Financial Inc.30833Centaurus Financial Inc. · CRD 30833
Carol Grasso1635604Moloney Securities Co. Inc. · CRD 38535
Philip Kluge827462Voya Financial Advisors Inc. · CRD 2882
Duane Swanson1456892Voya Financial Advisors Inc. · CRD 2882
Peter Cook1626293Vanderbilt Securities LLC · CRD 5953
Susan J. Gitt5580509EDI Financial Inc. · CRD 15699
Tony R. Price2695786Royal Alliance Associates Inc. · CRD 23131
Richard Park4557055Royal Alliance Associates Inc. · CRD 23131
Tomas Velken1600404Sigma Financial Corporation · CRD 14303
Robin Krolewski6104465Sigma Financial Corporation · CRD 14303
John S. Weiss1097536Crown Capital Securities LP · CRD 6312
John W. Kenny268043American Investors Company · CRD 38
Roger K. Coit50331American Investors Company · CRD 38
Eric Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Adam Young6640146Nationwide Planning Associates Inc. · CRD 31029
William G. Stemple1764020Lincoln Financial Advisors Corporation · CRD 3978
Duncan Eng2536048Lincoln Financial Advisors Corporation · CRD 3978
Taylor Ashland5732470Parkland Securities LLC · CRD 115368
James K. Johnston1689783Arete Wealth Management LLC · CRD 44856
Lawrence R. Greenfield4056913Arete Wealth Management LLC · CRD 44856
Thomas J. Ealy863042Investment Planners Inc. · CRD 18557
Peter A. Finnegan1336798Huntwicke Securities LLC · CRD 146993

Source: Form D, filed Oct 5, 2016. 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 Ft. Collins Multifamily Portfolio Exchange, L.L.C. Executive
N/A Ft. Collins Multifamily Portfolio, L.L.C. Executive
N/A Inland Private Capital Corporation Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523