Form D · Other Real Estate

Naples Multifamily DST

Oak Brook, IL · CIK 0001587701

Offering snapshot reported Mar 21, 2014 · SEC filing

Reported sold
$7.87M
Offering amount: $7.87M
Investors reported
33
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 30, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.93M$7.87MOct 15, 2013: $2,221,128.00Oct 15, 2013Oct 31, 2013: $3,474,783.00Mar 21, 2014: $7,868,792.00Mar 21, 2014

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$3,474,783 → $7,868,792
  • Reported investors10 → 33

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 21, 2014Amendment$7,868,792$4,394,009vs Oct 31, 201333SEC filing
Oct 31, 2013Amendment$3,474,783$1,253,655vs Oct 15, 201310SEC filing
Oct 15, 2013Initial$2,221,128No comparison4SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$681K (estimated)
Finders' fees
$0
Form D file number
021-204505

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Gregory BlockNone
Eric Bricknese2829451Nationwide Planning Associates, Inc. · CRD 31029
Concorde Investment Services, LLC151604Concorde Investment Services, LLC · CRD 1151604
National Securities Corporation7569National Securities Corporation · CRD 7569
John S. Weiss1097536Crown Capital Securities L.P. · CRD 6312
Christina Nielson4866971Primex · CRD 29394
William Aubrey Morrow836500Independent Financial Group, LLC · CRD 7717
Edwin T. Suzuki4851317Newport Coast Securities, Inc. · CRD 16944
Peter McNeil4378567Independent Financial Group, LLC · CRD 7717
Craig A. Hoff1936893DFPG Investments Inc. · CRD 155576
John W. Goff1919761Investacorp, Inc. · CRD 7684
Patrick R. Conway1337831Investacorp, Inc. · CRD 7684
Mike Newton2185103Investment Planners, Inc. · CRD 18557
Peter A. Finnegan1336798Phalanx Trading, LLC · CRD 146993
Wenjinn J. Chang4536266Independent Financial Group · CRD 7717
Leonard Gayle Morgeson1230450Lowell & Company Inc. · CRD 24913
Craig M. Rollins1896698DFPG Investments, Inc. · CRD 155576
Jennifer J. Homman4303375Harbour Investments, Inc. · CRD 19258

Source: Form D, filed Mar 21, 2014. 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 Naples Multifamily Exchange, L.L.C. Executive
N/A Naples Multifamily, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
C/O Inland Private Capital Corp. 2901 Butterfield Road
Oak Brook, IL, 60523