Form D · Other Real Estate
National Multifamily Portfolio I DST
Oak Brook, IL · CIK 0001685331
Offering snapshot reported Aug 11, 2017 · SEC filing
- Reported sold
- $120M Offering amount: $120M
- Investors reported
- 293 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Sep 26, 2016 As reported in this filing
Fundraising history
Reported soldDates 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$60,911,577 → $120,096,882
- Reported investors152 → 293
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 11, 2017 | Amendment | $120,096,882 | $59,185,305vs Jan 18, 2017 | 293 | SEC filing |
| Jan 18, 2017 | Amendment | $60,911,577 | $16,585,899vs Dec 28, 2016 | 152 | SEC filing |
| Dec 28, 2016 | Amendment | $44,325,678 | $7,436,250vs Dec 13, 2016 | 116 | SEC filing |
| Dec 13, 2016 | Amendment | $36,889,428 | $2,811,387vs Dec 1, 2016 | 87 | SEC filing |
| Dec 1, 2016 | Amendment | $34,078,041 | $8,181,687vs Nov 17, 2016 | 74 | SEC filing |
| Nov 17, 2016 | Amendment | $25,896,354 | $4,127,342vs Nov 10, 2016 | 61 | SEC filing |
| Nov 10, 2016 | Amendment | $21,769,012 | $7,728,250vs Oct 27, 2016 | 43 | SEC filing |
| Oct 27, 2016 | Amendment | $14,040,762 | $6,143,987vs Oct 17, 2016 | 23 | SEC filing |
| Oct 17, 2016 | Amendment | $7,896,775 | $7,146,775vs Oct 11, 2016 | 11 | SEC filing |
| Oct 11, 2016 | Initial | $750,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-272179
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Christina S. Nielson | 4866971 | Primex · CRD 29394 |
| Matthew T. Adams | 2354504 | 1st Global Capital Corp. · CRD 30349 |
| James T. Walesa | 1061209 | Triad Advisors, Inc. · CRD 60068 |
| Mark G. Kosanke | 2317906 | Concorde Investment Services, LLC · CRD 151604 |
| Lois A. Leynse | 2949395 | HD Vest Investment Services · CRD 13686 |
| Robert S. Smith | 1412333 | Concorde Investment Services, LLC · CRD 151604 |
| Robert R. Tweed | 2339324 | Cabot Lodge Securities LLC · CRD 159712 |
| Inland Securites Corporation | 15807 | Inland Securites Corporation · CRD 15807 |
| John V. Petraglia | 2477770 | Investacorp, Inc. · CRD 7684 |
| Michael P. Black | 1083275 | Proequities, Inc. · CRD 15708 |
| David B. Levinson | 705929 | Westpark Capital, Inc. · CRD 39914 |
| Jeffrey A. Kiesnoski | 2688017 | Concorde Investment Services, LLC · CRD 151604 |
| Eric S. Scaff | 5281210 | Concorde Investment Services, LLC · CRD 151604 |
| Bradford J. Pinter | 2234259 | Triad Advisors, Inc. · CRD 25803 |
| James M. Gambaccini | 4619759 | The Strategic Financial Alliance, Inc. · CRD 126514 |
| Richard J. Zaegal | 851991 | Cetera Advisors LLC · CRD 10299 |
| Eric A, Bicknese | 2829451 | Nationwide Planning Associates Inc. · CRD 31029 |
| Michael S. Cullen | 1222982 | Sagepoint Financial, Inc. · CRD 133763 |
| Robert C. Straton | 3213397 | DFPG Investments, Inc. · CRD 155576 |
| Thomas J. Ealy | 863042 | Investment Planners, Inc. · CRD 18557 |
| Jeffrey B. Baker | 2102752 | Vanderbilt Securities, LLC · CRD 5953 |
| Donovan C. Cheek | 841809 | IMS Securites, Inc. · CRD 35567 |
| Kenneth H. Williams | 867975 | Cetera Advisors LLC · CRD 13572 |
| Daryl C. Debol | 2238703 | First Allied Securities, Inc. · CRD 32444 |
| Grant A. Knox | 229618 | Sagepoint Financial, Inc. · CRD 133763 |
| Jeanne E. Morelli | 4706430 | 1st Global Capital Corp. · CRD 30349 |
| Jeanne Y. Duce | 4580520 | 1st Global Capital Corp. · CRD 30349 |
| John H. Scully | 803539 | Centaurus Financial, Inc. · CRD 30833 |
| Enoch Chung | 2986969 | Woodbury Financial Services, Inc. · CRD 421 |
| Jan I. Zenner | 846577 | Mcnally Financial Services Corporation · CRD 121196 |
| Joseph G. Michaletz | 1327534 | Concorde Investment Services, LLC · CRD 151604 |
| Kent A. Cooper | 2678690 | Centaurus Financial, Inc. · CRD 30833 |
| Clifton M. Yasutomi | 5081023 | First Allied Securities, Inc. · CRD 32444 |
| Marilyn A. Schmitt | 4340290 | Woodbury Financial Services, Inc. · CRD 421 |
| James E. Fereday | 3019113 | Woodbury Financial Services, Inc. · CRD 421 |
| Neel J. Keiser | 5747638 | Securities America, Inc. · CRD 10205 |
| Ryan P. Sullivan | 5025068 | Securities America, Inc. · CRD 10205 |
| Mark R. Swartz | 2311460 | Securites America, Inc. · CRD 10205 |
| Arnold T. Beck Jr. | 727381 | Securites America, Inc. · CRD 10205 |
| Edward P. Deicke | 1944593 | National Securites Corporation · CRD 7569 |
| Nathaniel M. Kuhn | 4624143 | Concorde Investment Services, LLC · CRD 151604 |
| Stanley B. Secor | 1982414 | Girard Securites, Inc. · CRD 18697 |
| Peter Maniscalco | 4435025 | HD Vest Investment Services · CRD 13686 |
| Spencer L. Weston | 1482772 | Questar Capital Corporation · CRD 43100 |
| Joseph J. Reynolds | 1003497 | Investacorp, Inc. · CRD 7684 |
| Mark L. Lopez | 1128966 | 1st Global Capital Corp. · CRD 30349 |
| Robert A. Horning | 2311640 | Centaurus Financial, Inc. · CRD 30833 |
| Adam J. Bryan | 5443986 | Centaurus Financial, Inc. · CRD 30833 |
| Robert H. Chapman | 4011294 | Cetera Financial Specialists LLC · CRD 10358 |
| Jeffery S. Powell | 3181500 | 1st Global Capital Corp. · CRD 30349 |
| Corbin S. Thomas | 4234748 | McDermott Investment Services, LLC · CRD 154926 |
| Michael C. Eldredge | 3082042 | 1st Global Capital Corp. · CRD 30349 |
| Cara M. Miller | 4521819 | Proequities, Inc. · CRD 15708 |
| Roger W. Vanpelt | 1742560 | Cetera Advisors LLC · CRD 10299 |
| Gary E. Conley | 52159 | American Investors Company · CRD 38 |
| Scott P. Inabnet | 4603481 | 1st Global Capital Corp. · CRD 30349 |
| Davin J. Carey | 5413012 | HD Vest Investment Services · CRD 13686 |
| William S. Sheehan | 2328614 | DFPG Investments, Inc, · CRD 155576 |
| Joseph E. Budd | 2369116 | Lincoln Financial Securities Corporation · CRD 3870 |
| Jeffrey W. Gustafson | 5653082 | Lincoln Financial Securities Corporation · CRD 3978 |
| Duncan Eng | 2536048 | Lincoln Financial Securities Corporation · CRD 3978 |
| Jitender C. Gidwani | 4394316 | Triad Advisors, Inc. · CRD 25803 |
| Bill K. Huie | 2522644 | HD Vest Investment Services · CRD 13686 |
| Edwin T. Suzuki | 4851317 | Westpark Capital, Inc. · CRD 39914 |
| Richard A. Skelton Jr. | 4782331 | Woodbury Financial Services, Inc. · CRD 421 |
| Martin D. Fong | 2679644 | Lincoln Advisors Corporation · CRD 3978 |
| John G. Chess | 4812430 | Investcorp, Inc. · CRD 7684 |
| Maxwell J. Phillips | 4953387 | Sagepoint Financial, Inc. · CRD 133763 |
| Todd A. Arner | 42276 | Voya Financial Advisors, Inc. · CRD 2882 |
| Peter A. Finnegan | 1339798 | Huntwicke Securites, LLC · CRD 146993 |
| Jerome L. Schmitt | 5032170 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Glen E. Kauffman | 1364121 | Proequities, Inc. · CRD 15708 |
| Gene A. Brehm | 2815437 | 1st Global Capital Corp. · CRD 30349 |
| Dale Rubin | 1304312 | Lincoln Investment · CRD 519 |
| Samuel V. Ortiz Jr. | 3002229 | 1st Global Capital Corp. · CRD 30349 |
| Paul J. Zalduendo | 5152603 | Woodbury Financial Services, Inc. · CRD 421 |
| Pablo R. Zalduendo | 1196913 | Woodbury Financial Serives. Inc. · CRD 421 |
| Ronald L. Knipping | 249084 | Royal Alliance Associates, Inc. · CRD 23131 |
| William F. Kootnz II | 1951390 | Lincoln Financial Advsiors Corporation · CRD 3978 |
| Cornelius George McAuliffe III | 1787693 | Crown Capital Securites, L.P. · CRD 6312 |
| Marlyn Marie Jenvey Baker | 1142450 | Cetera Advisors Networks LLC · CRD 13572 |
| Blayne A. Anderson | 5727397 | Parkland Securities, LLC · CRD 115368 |
| Robert P. Milligan | 4004228 | Cetera Advisors LLC · CRD 10299 |
| Barry W. Lemay | 306332 | Concorde Inverstment Services, LLC · CRD 151604 |
| William J. Bugdon | 5720121 | Investacorp, Inc. · CRD 7684 |
| Josephine E. Buck | 2887883 | Girad Securities, Inc. · CRD 18697 |
| Randall L. Kaup | 5173095 | 1st Global Capital Corp. · CRD 30349 |
| Peter J. Mc Neil | 4375867 | Independent Financial Group, LLC · CRD 7717 |
| Daniel L. Whittenburg | 2181920 | Lincoln Financial Advisors Corporation · CRD 3978 |
| Robert J. Rounsfull | 5261739 | 1st Global Capital Corp. · CRD 30349 |
| James L. Flanagan | 1812317 | Independent Financial Group, LLC · CRD 7717 |
| William D. Vellon | 1954258 | Kingsbury Capital, Inc. · CRD 7638 |
| Kathleen C. Kovar | 466755 | 1st Global Capital Corp. · CRD 30349 |
| Jeffrey C. Young | 1111994 | First Financial Equity Corporation · CRD 16507 |
| Robert S. MacPhee | 1335737 | Tritower Real Estate Capital, LLC · CRD 281740 |
| Shawn L. Valentine | 4632973 | Calton & Assocaties, Inc. · CRD 20999 |
| Eric L. Gottlieb | 2197123 | Royal Alliance Associates, Inc. · CRD 23131 |
| Robert A. Ebert Jr. | 834299 | FSC Securities Corporation · CRD 7461 |
| Orest P. Baransky | 2808117 | Royal Alliance Associates, Inc. · CRD 23131 |
| Not reported |
Source: Form D, filed Aug 11, 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.
| Name | Reported role |
|---|---|
| Capital Corporation Inland Private | Promoter |
| Keith Lampi | Executive |
| I Exchange, L.L.C. National Multifamily Portfolio | Promoter |
| I, L.L.C. National Multifamily Portfolio . | Promoter |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523