Form D · Other Real Estate
National Multifamily Portfolio II DST
Oak Brook, IL · CIK 0001717288
Offering snapshot reported Mar 1, 2018 · SEC filing
- Reported sold
- $63M Offering amount: $63M
- Investors reported
- 144 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Sep 21, 2017 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$62,852,604 → $63,028,537
- Reported investors143 → 144
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 1, 2018 | Amendment | $63,028,537 | $175,933vs Feb 14, 2018 | 144 | SEC filing |
| Feb 14, 2018 | Amendment | $62,852,604 | $1,275,243vs Jan 31, 2018 | 143 | SEC filing |
| Jan 31, 2018 | Amendment | $61,577,361 | $0vs Jan 31, 2018 | 138 | SEC filing |
| Jan 31, 2018 | Amendment | $61,577,361 | $305,781vs Jan 16, 2018 | 138 | SEC filing |
| Jan 16, 2018 | Amendment | $61,271,580 | $3,467,760vs Dec 18, 2017 | 136 | SEC filing |
| Dec 18, 2017 | Amendment | $57,803,820 | $3,287,285vs Nov 29, 2017 | 127 | SEC filing |
| Nov 29, 2017 | Amendment | $54,516,535 | $3,693,628vs Nov 15, 2017 | 118 | SEC filing |
| Nov 15, 2017 | Amendment | $50,822,907 | $3,094,282vs Nov 1, 2017 | 111 | SEC filing |
| Nov 1, 2017 | Amendment | $47,728,625 | $4,909,729vs Oct 24, 2017 | 96 | SEC filing |
| Oct 24, 2017 | Amendment | $42,818,896 | $5,410,843vs Oct 6, 2017 | 85 | SEC filing |
| Oct 6, 2017 | Initial | $37,408,053 | No comparison | 68 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $4.98M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-296193
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Sales Commissions includes 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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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Silver Portal Capital LLC | 114290 | Paul Rogers · CRD 6296495 |
| Concorde Investment Services, LLC | 151604 | Delmar McKinney · CRD 1186853 |
| Primex Prime Electronic Execution Inc | 4866971 | Christina Nielson · CRD 29394 |
| 1st Global Capital Corporation | 30349 | Gene Alvin Brehm · CRD 2815437 |
| Sagepoint Financial, Inc | 133763 | Maxwell PHillips · CRD 4953387 |
| Crown Capital Securities L.P. | 6312 | Justin Lowy · CRD 5935993 |
| Emerson Equity LLC | 130032 | Dinesh Gupta · CRD 6469999 |
| Harbour Investments, Inc | 19258 | Kendra Erkamaa · CRD 4856375 |
| McDermott Investment Services, LLC | 154926 | Corbin Thomas · CRD 4234748 |
| Cabot Lodge Securities LLC | 159712 | Robert Tweed · CRD 2339324 |
| Nationwide Planning Associates, Inc | 31029 | Eric Bicknese · CRD 2829451 |
| Royal Alliance Associates, Inc. | 23131 | John Christy · CRD 4573758 |
| Commonwealth Financial Network | 8032 | Bruce Horowitz · CRD 1333901 |
| Investment Planners, Inc | 18557 | Christopher Mackenzie · CRD 4164821 |
| Woodbury Financial Services, Inc | 421 | Paul Zalduendo · CRD 5152603 |
| Kovack Securities, Inc | 44848 | Chris Hartman · CRD 1850747 |
| Sigma Financial Corporation | 14303 | Tom Velken · CRD 1600404 |
| Westpark Capital Inc | 39914 | David Levinson · CRD 705929 |
| Centaurus Financial, Inc. | 30833 | John Scully · CRD 803539 |
| DFPG Investments, Inc | 155576 | Scott Sheehan · CRD 2328614 |
| FSC Securities Corporation | 7461 | M Jay Mulligan · CRD 2491539 |
| The Strategic Financial Alliance | 126514 | Brian Bennett · CRD 821115 |
| Parkland Securites, LLC | 115368 | Stuart Leibowitz · CRD 4483111 |
| Centaurus Financial, Inc | 30833 | Michael Morando · CRD 6098724 |
| Cambridge Investment Research | 39543 | Michael Curley · CRD 3259110 |
| Royal Alliance Associates, Inc | 23131 | William Upson · CRD 1241673 |
| Simmons First Investment Group Inc | 47439 | Jimmy Hicks · CRD 5069270 |
| Sandlapper Securities, LLC | 137906 | Scott Offerman · CRD 4619093 |
| Capulet LLC | 155155 | Edward Fernandez · CRD 2956667 |
| Diane Jaworski-Faulhaber | 3093135 | Ameritas Investment Corp. · CRD 14869 |
| Walter Webb | 1120975 | FSC Securities Corporation · CRD 7461 |
| Michael Speer | 2414155 | Cambridge Investment Research · CRD 39543 |
| Shawn Valentine | 4632973 | Calton & Associates · CRD 20999 |
| David Fingerhut | 2206103 | Royal Alliance Associates, Inc · CRD 23131 |
| Wayne Pampaloni | 2201691 | The Strategic Financial Alliance · CRD 126514 |
| Troy Thomas | 4691720 | McDermott Investment Services LLC · CRD 154926 |
| Kelli Lynn Holliefield | 4714815 | Calton and Associates · CRD 20999 |
| H.D. Vest Investment Securities Inc | 13686 | Lisa Pugel · CRD 2506156 |
| Vanderbilt Securities, LLC | 5953 | Robert Procida · CRD 1067047 |
| Parkland Securities, LLC | 115368 | Josh Griffin · CRD 4664355 |
| Moloney Securities Co | 38535 | David Wood · CRD 2306563 |
| Centaurus Financial Inc | 30833 | Mike Kilpatrick · CRD 1278618 |
| Jason Coles | 2632270 | Centaurus Financial, Inc · CRD 30833 |
| Herb Alston | 5294132 | Concorde Investment Services, LLC · CRD 151604 |
| Del Londono | 2695744 | Sagepoint Financial, Inc · CRD 133763 |
| Mitchal O'Hare | 4561108 | Cambridge Investment Research · CRD 39543 |
| Sigrid Daugaard | 5481583 | Cambridge Investment Research · CRD 39543 |
| David Dahill | 6581024 | WealthForge Securities LLC · CRD 152550 |
| Spencer Weston | 1482772 | Questar Capital Corp. · CRD 43100 |
| Kevin Snow | 1941166 | Sagepoint Financial, Inc. · CRD 133763 |
| Jason Hohenstein | 2673397 | Sagepoint Financial, Inc. · CRD 133763 |
| James Gambaccini | 4619759 | The Strategic Financial Alliance · CRD 126514 |
| John Hoffman | 1582096 | Centaurus Financial, Inc. · CRD 30833 |
| Deanne Tegtmeier | 2649519 | Sagepoint Financial, Inc. · CRD 133763 |
| Richard Park | 4557055 | Royal Alliance Associates, Inc · CRD 23131 |
| Manuel Ramos | 1956224 | Centaurus Financial, Inc. · CRD 30833 |
| Brian Vosberg | 4476509 | Centaurus Financial, Inc. · CRD 30833 |
| Michael Parise | 5749379 | American Portfolios Financial Svcs · CRD 18487 |
| Gregg Kiefer | 3230611 | 1st Global Capital Corporation · CRD 30349 |
| Robert Bruner | 2260319 | Questar Capital Corp. · CRD 43100 |
| Shannon Markle | 4358151 | Cambridge Investment Research · CRD 39543 |
| Samir Thakkar | 1839047 | Ameritas Investment Corp · CRD 14869 |
| Not reported |
Source: Form D, filed Mar 1, 2018. 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 |
|---|---|
| N/A Inland Private Capital Corporation | Executive |
| N/A Nmp Ii Depositor L.L.C | Executive |
| N/A Nmp Ii Exchange, L.L.C. | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2901 Butterfield Road
Oak Brook, IL, 60523
Oak Brook, IL, 60523