Form D · Other Real Estate

IPC Student Housing Portfolio DST

Oak Brook, IL · CIK 0001942781

Offering snapshot reported Feb 1, 2024 · SEC filing

Reported sold
$164M
Offering amount: $164M
Investors reported
391
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 31, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$82M$164MAug 17, 2022Dec 14, 2022: $35,278,200.00Dec 14, 2022Jun 29, 2023: $80,186,072.00Jun 29, 2023Oct 11, 2023: $138,345,042.00Oct 11, 2023Feb 1, 2024: $163,950,253.00Feb 1, 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$138,345,042 → $163,950,253
  • Reported investors325 → 391

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 1, 2024Amendment$163,950,253$25,605,211vs Oct 11, 2023391SEC filing
Oct 11, 2023Amendment$138,345,042$58,158,970vs Jun 29, 2023325SEC filing
Jun 29, 2023Amendment$80,186,072$44,907,872vs Dec 14, 2022174SEC filing
Dec 14, 2022Amendment$35,278,200No comparison75SEC filing
Aug 17, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$8.2M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-456187

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
Emerson Equity LLC130032
DAI Securities, LLC36673
Arkadios Capital282710
Cambridge Investment Research, Inc.39543
Infinex Investments, Inc.35371
Wintrust Investments LLC875
Concorde Investment Services, LLC151604
Private Client Services, LLC120222
Avantax Investment Services, Inc.13686
Third Seven Capital LLC160209
JRL Capital Corporation10225
Cetera Advisor Networks LLC13572
Lincoln Financial Securities Corporation3870
Coastal Equities, Inc.23769
Lincoln Financial Advisors Corporation3978
Cabot Lodge Securities LLC159712
Calton & Associates, Inc.20999
Independence Capital Co., Inc.24723
LifeMark Securities Corp.16204
The Strategic Financial Alliance, Inc.126514
Ameritas Investment Company, LLC14869
Cetera Financial Specialists LLC10358
Great Point Capital LLC114203
World Equity Group, Inc.29087
Cetera Investment Services LLC15340
Western International Securities, Inc.39262
Crown Capital Securities, L.P.6312
Purshe Kaplan Sterling Investments35747
Aegis Capital Corp.15007
NexTrend Securities, Inc.43710
Lion Street Financial, LLC165828
Woodbury Financial Services, Inc.421
Osaic Wealth, Inc.23131
American Portfolios Financial Services, Inc.18487
Realized Financial, Inc.22333
Concourse Financial Group Securities, Inc.15708
Triad Advisors LLC25803
Sagepoint Financial, Inc.133763
Spire Securities, LLC144131
Rainmaker Securities, LLC132995
Berthel, Fisher & Company Financial Services, Inc.13609
Securities America, Inc.10205
RCX Capital Group, LLC114290
APW Capital, Inc.43814
Harbour Investments, Inc.19258
FSC Securities Corporation7461
Vanderbilt Securities, LLC5953
TFS Securities, Inc.20626
Momentum Independent Network Inc.17587

Source: Form D, filed Feb 1, 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 Inland Private Capital Corporation Executive
N/A Ipc Student Housing Portfolio Exchange, L.L.C. Executive
Keith D. Lampi Executive
N/A Shp Auburn Depositor, L.L.C. Executive
N/A Shp Slu Depositor, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523