Form D · Other Real Estate

Kansas City MSA Senior Living DST

Oak Brook, IL · CIK 0001930407

Offering snapshot reported Aug 17, 2022 · SEC filing

Reported sold
$30M
Offering amount: $30M
Investors reported
54
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 31, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15M$30MJun 10, 2022: $3,493,453.00Jun 10, 2022Jun 24, 2022: $9,118,055.00Jun 24, 2022Jul 8, 2022: $23,952,919.00Jul 8, 2022Jul 22, 2022: $28,219,568.00Jul 22, 2022Aug 5, 2022: $28,749,026.00Aug 5, 2022Aug 17, 2022: $30,017,914.00Aug 17, 2022

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$28,749,026 → $30,017,914
  • Reported investors53 → 54

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 17, 2022Amendment$30,017,914$1,268,888vs Aug 5, 202254SEC filing
Aug 5, 2022Amendment$28,749,026$529,458vs Jul 22, 202253SEC filing
Jul 22, 2022Amendment$28,219,568$4,266,649vs Jul 8, 202251SEC filing
Jul 8, 2022Amendment$23,952,919$14,834,864vs Jun 24, 202242SEC filing
Jun 24, 2022Amendment$9,118,055$5,624,602vs Jun 10, 202214SEC filing
Jun 10, 2022Initial$3,493,453No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.37M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-448836
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
Nationwide Planning Associates Inc.31029
DAI Securities, LLC36673
American Trust Investment Services, Inc.3001
DFPG Investments, LLC155576
Concorde Investment Services, LLC151604
Cambridge Investment Research, Inc.39543
APW Capital, Inc.43814
Arkadios Capital282710
Independent Financial Group, LLC7717
Concourse Financial Group Securities, Inc.15708
Avantax Investment Services, Inc.13686
American Investors Company38
Wealthforge Securities, LLC152550
Calton & Associates, Inc.20999
Great Point Capital LLC114203

Source: Form D, filed Aug 17, 2022. 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 Kansas City Msa Senior Living, L.L.C. Executive
N/A Kc Msa Senior Living Exchange, L.L.C. 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