Form D · Other Real Estate

Lakewood Ranch SFR II DST

Oak Brook, IL · CIK 0001946340

Offering snapshot reported Sep 28, 2023 · SEC filing

Reported sold
$62.6M
Offering amount: $62.6M
Investors reported
164
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 27, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$31.3M$62.6MOct 12, 2022: $190,727.00Oct 12, 2022Oct 27, 2022: $3,729,592.00Nov 9, 2022: $5,945,623.00Nov 23, 2022: $14,640,030.00Dec 7, 2022: $15,971,723.00Dec 21, 2022: $20,440,295.00Jan 4, 2023: $25,583,640.00Jan 18, 2023: $30,346,861.00Feb 1, 2023: $37,367,250.00Feb 15, 2023: $41,043,424.00Mar 1, 2023: $45,307,824.00Mar 15, 2023: $47,045,496.00Mar 30, 2023: $49,199,233.00Apr 12, 2023: $54,996,661.00Apr 27, 2023: $57,550,496.00May 10, 2023: $57,905,989.00May 24, 2023: $60,434,061.00Jun 9, 2023: $62,185,620.00Aug 25, 2023: $62,203,744.00Sep 28, 2023: $62,589,462.00Sep 28, 2023

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$62,203,744 → $62,589,462
  • Reported investors163 → 164

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 28, 2023Amendment$62,589,462$385,718vs Aug 25, 2023164SEC filing
Aug 25, 2023Amendment$62,203,744$18,124vs Jun 9, 2023163SEC filing
Jun 9, 2023Amendment$62,185,620$1,751,559vs May 24, 2023163SEC filing
May 24, 2023Amendment$60,434,061$2,528,072vs May 10, 2023158SEC filing
May 10, 2023Amendment$57,905,989$355,493vs Apr 27, 2023155SEC filing
Apr 27, 2023Amendment$57,550,496$2,553,835vs Apr 12, 2023152SEC filing
Apr 12, 2023Amendment$54,996,661$5,797,428vs Mar 30, 2023141SEC filing
Mar 30, 2023Amendment$49,199,233$2,153,737vs Mar 15, 2023129SEC filing
Mar 15, 2023Amendment$47,045,496$1,737,672vs Mar 1, 2023118SEC filing
Mar 1, 2023Amendment$45,307,824$4,264,400vs Feb 15, 2023112SEC filing
Feb 15, 2023Amendment$41,043,424$3,676,174vs Feb 1, 2023103SEC filing
Feb 1, 2023Amendment$37,367,250$7,020,389vs Jan 18, 202391SEC filing
Jan 18, 2023Amendment$30,346,861$4,763,221vs Jan 4, 202375SEC filing
Jan 4, 2023Amendment$25,583,640$5,143,345vs Dec 21, 202261SEC filing
Dec 21, 2022Amendment$20,440,295$4,468,572vs Dec 7, 202243SEC filing
Dec 7, 2022Amendment$15,971,723$1,331,693vs Nov 23, 202235SEC filing
Nov 23, 2022Amendment$14,640,030$8,694,407vs Nov 9, 202230SEC filing
Nov 9, 2022Amendment$5,945,623$2,216,031vs Oct 27, 202215SEC filing
Oct 27, 2022Amendment$3,729,592$3,538,865vs Oct 12, 202210SEC filing
Oct 12, 2022Initial$190,727No comparison2SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$5.57M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-461474
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
Cabot Lodge Securities LLC159712
Whitehall-Parker Securities, Inc.10608
Lightpath Capital, Inc.34617
The Strategic Financial Alliance, Inc.126514
DAI Securities, LLC36673
Securities America, Inc.10205
Arkadios Capital282710
Invicta Capital LLC288101
Triad Advisors LLC25803
Avantax Investment Services, Inc.13686
Concorde Investment Services, LLC151604
Royal Alliance Associates, Inc.23131
APW Capital, Inc.43814
Cetera Advisor Networks LLC13572
Vanderbilt Securities, LLC5953
Realized Financial, Inc.22333
DFPG Investments, LLC155576
Titan Securities131392
Cetera Advisors LLC10299
Sagepoint Financial, Inc.133763
Emerson Equity LLC130032
Wealthforge Securities, LLC152550
Great Point Capital LLC114203
Arete Wealth Management, LLC44856
JRL Capital Corporation10225
Woodbury Financial Services, Inc.421
American Portfolios Financial Services, Inc.18487
Berthel, Fisher & Company Financial Services, Inc.13609
Colorado Financial Service Corporation104343
Purshe Kaplan Sterling Investments35747

Source: Form D, filed Sep 28, 2023. 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 Lakewood Ranch Sfr Ii Exchange, L.L.C. Executive
N/A Lakewood Ranch Sfr Ii, 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