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 soldDates 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 17, 2022 | Amendment | $30,017,914 | $1,268,888vs Aug 5, 2022 | 54 | SEC filing |
| Aug 5, 2022 | Amendment | $28,749,026 | $529,458vs Jul 22, 2022 | 53 | SEC filing |
| Jul 22, 2022 | Amendment | $28,219,568 | $4,266,649vs Jul 8, 2022 | 51 | SEC filing |
| Jul 8, 2022 | Amendment | $23,952,919 | $14,834,864vs Jun 24, 2022 | 42 | SEC filing |
| Jun 24, 2022 | Amendment | $9,118,055 | $5,624,602vs Jun 10, 2022 | 14 | SEC filing |
| Jun 10, 2022 | Initial | $3,493,453 | No comparison | 2 | SEC 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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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Nationwide Planning Associates Inc. | 31029 | |
| DAI Securities, LLC | 36673 | |
| American Trust Investment Services, Inc. | 3001 | |
| DFPG Investments, LLC | 155576 | |
| Concorde Investment Services, LLC | 151604 | |
| Cambridge Investment Research, Inc. | 39543 | |
| APW Capital, Inc. | 43814 | |
| Arkadios Capital | 282710 | |
| Independent Financial Group, LLC | 7717 | |
| Concourse Financial Group Securities, Inc. | 15708 | |
| Avantax Investment Services, Inc. | 13686 | |
| American Investors Company | 38 | |
| Wealthforge Securities, LLC | 152550 | |
| Calton & Associates, Inc. | 20999 | |
| Great Point Capital LLC | 114203 |
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.
| Name | Reported 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
Oak Brook, IL, 60523