Form D · Other Real Estate
NC Student Housing Portfolio DST
Oak Brook, IL · CIK 0001791755
Offering snapshot reported Jul 15, 2020 · SEC filing
- Reported sold
- $46M Offering amount: $46.2M
- Investors reported
- 133 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Nov 4, 2019 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$45,656,584 → $46,035,372
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 15, 2020 | Amendment | $46,035,372 | $378,788vs Jun 12, 2020 | 133 | SEC filing |
| Jun 12, 2020 | Amendment | $45,656,584 | $200,000vs Mar 18, 2020 | 133 | SEC filing |
| Mar 18, 2020 | Amendment | $45,456,584 | $332,580vs Mar 6, 2020 | 131 | SEC filing |
| Mar 6, 2020 | Amendment | $45,124,004 | $300,000vs Feb 26, 2020 | 129 | SEC filing |
| Feb 26, 2020 | Amendment | $44,824,004 | $1,018,752vs Feb 14, 2020 | 128 | SEC filing |
| Feb 14, 2020 | Amendment | $43,805,252 | $886,181vs Feb 5, 2020 | 128 | SEC filing |
| Feb 5, 2020 | Amendment | $42,919,071 | $1,382,837vs Jan 24, 2020 | 126 | SEC filing |
| Jan 24, 2020 | Amendment | $41,536,234 | $3,507,646vs Jan 10, 2020 | 120 | SEC filing |
| Jan 10, 2020 | Amendment | $38,028,588 | $10,256,977vs Dec 31, 2019 | 107 | SEC filing |
| Dec 31, 2019 | Amendment | $27,771,611 | $3,193,812vs Dec 18, 2019 | 84 | SEC filing |
| Dec 18, 2019 | Amendment | $24,577,799 | $15,419,145vs Dec 6, 2019 | 71 | SEC filing |
| Dec 6, 2019 | Amendment | $9,158,654 | $535,131vs Nov 22, 2019 | 28 | SEC filing |
| Nov 22, 2019 | Amendment | $8,623,523 | $6,743,631vs Nov 8, 2019 | 24 | SEC filing |
| Nov 8, 2019 | Initial | $1,879,892 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $4.11M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-352930
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 to one or more Related Persons.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Stonecrest Capital Markets, Inc. | 39616 | |
| Concorde Investment Services, LLC | 151604 | |
| Cambridge Investment Research | 39543 | |
| Centaurus Financial, Inc. | 30833 | |
| Moloney Securities Co | 38535 | |
| DFPG Investments, Inc. | 155576 | |
| Royal Alliance Associates, Inc. | 23131 | |
| Crown Capital Securities L.P. | 6312 | |
| Westpark Capital Inc | 39914 | |
| Independent Financial Group, LLC | 7717 | |
| Capital Investment Group, Inc. | 14752 | |
| Kovack Securities, Inc. | 44848 | |
| Avantax Investment Services Inc | 13686 | |
| Primex Prime Electronic Execution Inc | 29394 | |
| Commonwealth Financial Network | 8032 | |
| Woodbury Financial Services, Inc. | 412 | |
| American Portfolios Financial Svcs | 18487 | |
| Lincoln Financial Advisors | 3978 | |
| McDermott Investment Services, LLC | 154926 | |
| Securities America Inc. | 10205 | |
| Triad Advisors, Inc. | 25803 | |
| Thornhill Securities Inc | 22333 | |
| Huntwicke Securities LLC | 146993 | |
| Arkadios Capital | 282710 | |
| Investacorp, Inc. | 7684 | |
| Lincoln Financial Securities Corp | 3870 | |
| Parkland Securities, LLC | 115368 | |
| Sagepoint Financial, Inc. | 133763 | |
| Ameritas Investment Corp. | 14869 | |
| WealthForge Securities LLC | 152550 | |
| RCX Capital Group, LLC | 114290 | |
| Sigma Financial Corporation | 14303 | |
| Metropolitan Capital Investment Banc Inc. | 148820 | |
| Cabot Lodge Securities LLC | 159712 | |
| FSC Securities Corporation | 7461 | |
| International Assets Advisory, LLC | 10645 | |
| DAI Securities LLC | 36673 |
Source: Form D, filed Jul 15, 2020. 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 |
|---|---|
| Joseph E. Binder | Executive |
| N/A Inland Private Capital Corporation | Executive |
| Keith D. Lampi | Executive |
| N/A Nc Student Housing Portfolio Exchange, L.L.C. | Executive |
| N/A Nc Student Housing Portfolio, 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