Form D · Other Real Estate

Midwest Senior Living Portfolio DST

Oak Brook, IL · CIK 0001796837

Offering snapshot reported Nov 4, 2020 · SEC filing

Reported sold
$80.9M
Offering amount: $80.9M
Investors reported
197
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 20, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$40.5M$80.9MDec 31, 2019: $600,000.00Dec 31, 2019Jan 10, 2020: $2,556,186.00Jan 24, 2020: $3,480,981.00Feb 5, 2020: $4,153,497.00Feb 14, 2020: $7,021,274.00Feb 26, 2020: $8,290,687.00Mar 6, 2020: $14,460,448.00Mar 18, 2020: $20,794,810.00Mar 27, 2020: $27,796,302.00Apr 8, 2020: $31,678,158.00Apr 17, 2020: $36,628,876.00Apr 29, 2020: $39,103,161.00May 8, 2020: $41,957,476.00May 20, 2020: $44,345,064.00Jun 2, 2020: $48,525,465.00Jun 12, 2020: $52,502,900.00Jun 24, 2020: $54,350,767.00Jul 2, 2020: $55,765,943.00Jul 15, 2020: $59,732,611.00Jul 24, 2020: $65,787,404.00Aug 5, 2020: $68,905,571.00Aug 14, 2020: $72,751,058.00Aug 26, 2020: $74,176,058.00Sep 4, 2020: $78,759,356.00Sep 18, 2020: $79,964,541.00Oct 21, 2020: $80,505,330.00Oct 30, 2020: $80,505,330.00Nov 4, 2020: $80,907,298.00Nov 4, 2020

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$80,505,330 → $80,907,298
  • Reported investors196 → 197

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 4, 2020Amendment$80,907,298$401,968vs Oct 30, 2020197SEC filing
Oct 30, 2020Amendment$80,505,330$0vs Oct 21, 2020196SEC filing
Oct 21, 2020Amendment$80,505,330$540,789vs Sep 18, 2020196SEC filing
Sep 18, 2020Amendment$79,964,541$1,205,185vs Sep 4, 2020194SEC filing
Sep 4, 2020Amendment$78,759,356$4,583,298vs Aug 26, 2020192SEC filing
Aug 26, 2020Amendment$74,176,058$1,425,000vs Aug 14, 2020183SEC filing
Aug 14, 2020Amendment$72,751,058$3,845,487vs Aug 5, 2020181SEC filing
Aug 5, 2020Amendment$68,905,571$3,118,167vs Jul 24, 2020169SEC filing
Jul 24, 2020Amendment$65,787,404$6,054,793vs Jul 15, 2020160SEC filing
Jul 15, 2020Amendment$59,732,611$3,966,668vs Jul 2, 2020147SEC filing
Jul 2, 2020Amendment$55,765,943$1,415,176vs Jun 24, 2020137SEC filing
Jun 24, 2020Amendment$54,350,767$1,847,867vs Jun 12, 2020133SEC filing
Jun 12, 2020Amendment$52,502,900$3,977,435vs Jun 2, 2020129SEC filing
Jun 2, 2020Amendment$48,525,465$4,180,401vs May 20, 2020118SEC filing
May 20, 2020Amendment$44,345,064$2,387,588vs May 8, 2020109SEC filing
May 8, 2020Amendment$41,957,476$2,854,315vs Apr 29, 2020100SEC filing
Apr 29, 2020Amendment$39,103,161$2,474,285vs Apr 17, 202094SEC filing
Apr 17, 2020Amendment$36,628,876$4,950,718vs Apr 8, 202086SEC filing
Apr 8, 2020Amendment$31,678,158$3,881,856vs Mar 27, 202072SEC filing
Mar 27, 2020Amendment$27,796,302$7,001,492vs Mar 18, 202061SEC filing
Mar 18, 2020Amendment$20,794,810$6,334,362vs Mar 6, 202047SEC filing
Mar 6, 2020Amendment$14,460,448$6,169,761vs Feb 26, 202030SEC filing
Feb 26, 2020Amendment$8,290,687$1,269,413vs Feb 14, 202019SEC filing
Feb 14, 2020Amendment$7,021,274$2,867,777vs Feb 5, 202013SEC filing
Feb 5, 2020Amendment$4,153,497$672,516vs Jan 24, 20209SEC filing
Jan 24, 2020Amendment$3,480,981$924,795vs Jan 10, 20206SEC filing
Jan 10, 2020Amendment$2,556,186$1,956,186vs Dec 31, 20193SEC filing
Dec 31, 2019Initial$600,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6.39M (estimated)
Finders' fees
$0
Form D file number
021-356759
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 to one or more Related Persons.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Westpark Capital Inc.39914
RCX Capital Group LLC114290
Thornhill Securities Inc22333
Nationwide Planning Associates Inc.31029
DFPG Investments, LLC155576
Concorde Investment Services, LLC151604
American Portfolios Financial Services, Inc.18487
Crown Capital Securities, L.P.6312
Cabot Lodge Securities LLC159712
Avantax Investment Services, Inc.13686
Money Concepts Capital Corp12963
McDermott Investment Services, LLC154926
JRL Capital Corporation10225
Harbour Investments, Inc.19258
Triad Advisors LLC25803
Cambridge Investment Research, Inc.39543
Royal Alliance Associates, Inc.23131
Invicta Capital LLC288101
Lincoln Financial Advisors Corporation3978
Primex Prime Electronic Execution, Inc.29394
Arkadios Capital282710
Securities America, Inc.10205
Sagepoint Finanical, Inc.133763
DAI Securities, LLC36673
Woodbury Financial Services, Inc.421
Investacorp, Inc.7684
Emerson Equity LLC130032
FSC Securities Corporation7461
Berthel, Fisher & Company Financial Services, Inc.13609
The Strategic Financial Alliance, Inc.126514
Centaurus Financial, Inc.30833
Lightpath Capital Inc.34617
Center Street Securities, Inc.26898
Lincoln Financial Securities Corporation3870
American Trust Investment Services, Inc.3001
Kalos Capital, Inc.44337
Purshe Kaplan Sterling Investments35747
Sentinus-Halo Securities, LLC279029
Kovack Securities, Inc.44848
Saxony Securities, Inc.115547

Source: Form D, filed Nov 4, 2020. 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
Keith D. Lampi Executive
N/A Midwest Senior Living Exchange, L.L.C. Executive
N/A Midwest Senior Living Portfolio, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523