Form D · Residential

National Senior Living Portfolio DST

Oak Brook, IL · CIK 0002047579

Offering snapshot reported Oct 2, 2025 · SEC filing

Reported sold
$149M
Offering amount: $149M
Investors reported
252
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 26, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$74.5M$149MDec 6, 2024: $201,400.00Dec 6, 2024Jun 13, 2025: $119,781,840.00Jun 13, 2025Oct 2, 2025: $149,015,215.00Oct 2, 2025

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$119,781,840 → $149,015,215
  • Reported investors218 → 252

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 2, 2025Amendment$149,015,215$29,233,375vs Jun 13, 2025252SEC filing
Jun 13, 2025Amendment$119,781,840$119,580,440vs Dec 6, 2024218SEC filing
Dec 6, 2024Initial$201,400No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$7.45M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-531367

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
Emerson Equity LLC130032
DFPG Investments, LLC155576
Osaic Wealth, Inc.23131
M. S. Howells & Co.104100
Cambridge Investment Research, Inc.39543
Concorde Investment Services, LLC151604
Avantax Investment Services, Inc.13686
World Equity Group, Inc.29087
Vanderbilt Securities, LLC5953
Nationwide Planning Associates Inc.31029
LPL Financial LLC6413
Stonecrest Capital Markets, Inc.39616
Purshe Kaplan Sterling Investments35747
Great Point Capital LLC114203
Stifel, Nicolaus & Company, Incorporated793
Cetera Advisor Networks, LLC13572
Lion Street Financial, LLC165838
DAI Securities, LLC36673
Realized Financial, Inc.22333
Cetera Investment Services LLC15340
Madison Avenue Securities, LLC23224
Alexander Capital, L.P.40077
Arete Wealth Management, LLC44856
Osaic Institutions, INc.35371
Arkadios Capital282710
American Investors Co, L.S.Y., Inc.38
Independent Financial Group, LLC7717
Cadaret, Grant & Co., Inc.10641

Source: Form D, filed Oct 2, 2025. 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
Keith D. Lampi Executive
N/A National Senior Living Portfolio Exchange, L.L.C. Executive
N/A National Senior Living Portfolio, L.L.C. Executive

Issuer details

Industry: Residential (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523