Form D · Other Real Estate

Minneapolis MSA Senior Living Portfolio DST

Oak Brook, IL · CIK 0002001883

Offering snapshot reported Jul 17, 2024 · SEC filing

Reported sold: $76.8M
Investors reported: 161
Minimum accepted: $25K
First sale: Dec 6, 2023

Fundraising history

Reported sold

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$74,532,040 → $76,762,629
Reported investors154 → 161

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 17, 2024	Amendment	$76,762,629	$2,230,589vs May 15, 2024	161	SEC filing
May 15, 2024	Amendment	$74,532,040	$1,893,385vs May 1, 2024	154	SEC filing
May 1, 2024	Amendment	$72,638,655	$2,677,803vs Apr 18, 2024	148	SEC filing
Apr 18, 2024	Amendment	$69,960,852	$5,150,740vs Apr 5, 2024	139	SEC filing
Apr 5, 2024	Amendment	$64,810,112	$8,452,937vs Mar 15, 2024	130	SEC filing
Mar 15, 2024	Amendment	$56,357,175	$15,675,084vs Mar 1, 2024	110	SEC filing
Mar 1, 2024	Amendment	$40,682,091	$4,354,075vs Feb 16, 2024	93	SEC filing
Feb 16, 2024	Amendment	$36,328,016	$5,972,165vs Feb 2, 2024	78	SEC filing
Feb 2, 2024	Amendment	$30,355,851	$6,793,645vs Jan 19, 2024	66	SEC filing
Jan 19, 2024	Amendment	$23,562,206	$15,470,580vs Jan 3, 2024	53	SEC filing
Jan 3, 2024	Amendment	$8,091,626	$2,443,313vs Dec 20, 2023	28	SEC filing
Dec 20, 2023	Amendment	$5,648,313	$4,843,453vs Dec 8, 2023	19	SEC filing
Dec 8, 2023	Initial	$804,860	No comparison	2	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.5
Duration over one year: No
Business combination: No

Sales commissions: $6.06M (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-499133

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
Invicta Capital LLC	288101
Amertias Investment Company, LLC	14869
Lincoln Financial Advisors Corporation	3978
Cambridge Investment Research, Inc.	39543
Great Point Capital LLC	114203
American Investors Company	38
Concorde Investment Services, LLC	151604
Emerson Equity LLC	130032
DAI Securities, LLC	36673
Avantax Investment Services, Inc.	13686
Wintrust Investments LLC	875
B.B. Graham & Company, Inc.	41533
Cetera Advisor Networks LLC	13572
Crown Capital Securities, L.P.	6312
Vanderbilt Securities, LLC	5953
Cetera Financial Specialists LLC	10358
LPL Financial LLC	6413
Arkadios Capital	282710
Realized Financial, Inc.	22333
Cetera Advisors LLC	10299
M.S. Howells & Co.	104100
Western International Securities, Inc.	39262
Hilltop Securities Inc.	6220
Lincoln Financial Securities Corp	3870
WealthForge Securities LLC	152550

Source: Form D, filed Jul 17, 2024. 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
Name	Reported role
N/A Inland Private Capital Corporation	Executive
Keith D. Lampi	Executive
N/A Minneapolis Msa Senior Living Exchange, L.L.C.	Executive
N/A Minneapolis Msa Senior Living, L.L.C.	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