Form D · Other Real Estate

Milwaukee MSA Multifamily Portfolio DST

Oak Brook, IL · CIK 0001678734

Offering snapshot reported Jun 13, 2017 · SEC filing

Reported sold
$30.7M
Offering amount: $30.7M
Investors reported
96
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 28, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.3M$30.7MJul 5, 2016: $94,101.00Jul 5, 2016Jun 13, 2017: $30,662,168.00Jun 13, 2017

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$94,101 → $30,662,168
  • Reported investors1 → 96

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 13, 2017Amendment$30,662,168$30,568,067vs Jul 5, 201696SEC filing
Jul 5, 2016Initial$94,101No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.42M (estimated)
Finders' fees
$0
Form D file number
021-266351
Amount includes selling commissions, dealer fee and placement agent fee.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
David B. Levinson705929Westpark Capital Inc. · CRD 39914
Noel W. Bragg1175231Westpark Capital Inc. · CRD 39914
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Eric A. Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Adam J. Young6640146Nationwide Planning Associates Inc. · CRD 31029
Silver Portal Capital LLC114290Silver Portal Capital LLC · CRD 114290
1st Global Capital Corp.303491st Global Capital Corp. · CRD 30349
Concorde Investment Services LLC151604Concorde investment Services LLC · CRD 151604
Carl Edwards5550514Calton & Associates Inc. · CRD 20999
Melinda L. Olbert2893793Investors Capital Corp. · CRD 30613
Sagepoint Financial Inc.133763Sagepoint Financial Inc. · CRD 133763
Carlos A. Farelo4827194Royal Alliance Associates Inc. · CRD 23131
Steven C. Fullmer1614906Royal Alliance Associates Inc. · CRD 23131
Cetera Advisors LLC10299Cetera Advisors LLC · CRD 10299
Patrick R. Conway1337831Investacorp Inc. · CRD 7684
Peter D. Fisher125993Investacorp Inc. · CRD 7684
Glenn J. Reis1172517Girard Securities Inc. · CRD 18697
First Allied Securities Inc.32444First Allied Securities Inc. · CRD 32444
Jeffrey J. McKay818303Voya Financial Advisors Inc. · CRD 2882
Adam R. Van Dyke3008054Voya Financial Advisors Inc. · CRD 2882
Charles V. Haugh4549866Voya Financial Advisors Inc. · CRD 2882
Timothy W. Murphrey1667025Woodbury Financial Services Inc. · CRD 421
Norman D. Loofbourrow1310725American Investors Company · CRD 38
Robert C. Straton3213397DFPG Investments Inc. · CRD 155576
Michael A. Bendix5379777DFPG Investments · CRD 155576
Tomas J. Velken1600404Sigma Financial Corporation · CRD 14303
Anthony C. Marcello2844880Summit Brokerage Services Inc. · CRD 34643
Joel D. Kamphuis1730775Summit Brokerage Services Inc. · CRD 34643
Thomas J. Ealy863042Investment Planners Inc. · CRD 18557
Michael W. Newton2185103Investment Planners Inc. · CRD 18557
R. Lynette Laughter2433336Commonwealth Financial Network · CRD 8032
Kurt C. Jackson2913769Commonwealth Financial Network · CRD 8032
Richard M. Waters2421557Infinex Investments Inc. · CRD 35371
Jeffrey B. Baker2102752Vanderbilt Securities LLC · CRD 5953
Cambridge Investment Research Inc.39543Cambridge Investment Research Inc. · CRD 39543
Joseph A. Graziano2442582TFS Securities Inc. · CRD 20626
Richard Soennichsen1369108H. Beck Inc. · CRD 1763
Tracy S. Bush2133258H. Beck Inc. · CRD 1763

Source: Form D, filed Jun 13, 2017. 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 Milwaukee Msa Multifamily Portfolio Exchange, L.L.C. Executive
N/A Milwaukee Msa Multifamily Portfolio, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523