Form D · Other Real Estate

New Jersey Multifamily Portfolio DST

Oak Brook, IL · CIK 0001897399

Offering snapshot reported Apr 15, 2022 · SEC filing

Reported sold
$78.4M
Offering amount: $78.4M
Investors reported
194
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 15, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$39.2M$78.4MDec 29, 2021: $12,646,185.00Dec 29, 2021Jan 12, 2022: $24,777,022.00Jan 21, 2022: $55,952,288.00Feb 4, 2022: $69,514,160.00Feb 18, 2022: $73,700,890.00Mar 4, 2022: $75,412,006.00Mar 18, 2022: $76,945,882.00Apr 1, 2022: $78,186,863.00Apr 15, 2022: $78,441,781.00Apr 15, 2022

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$78,186,863 → $78,441,781
  • Reported investors193 → 194

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 15, 2022Amendment$78,441,781$254,918vs Apr 1, 2022194SEC filing
Apr 1, 2022Amendment$78,186,863$1,240,981vs Mar 18, 2022193SEC filing
Mar 18, 2022Amendment$76,945,882$1,533,876vs Mar 4, 2022190SEC filing
Mar 4, 2022Amendment$75,412,006$1,711,116vs Feb 18, 2022186SEC filing
Feb 18, 2022Amendment$73,700,890$4,186,730vs Feb 4, 2022181SEC filing
Feb 4, 2022Amendment$69,514,160$13,561,872vs Jan 21, 2022167SEC filing
Jan 21, 2022Amendment$55,952,288$31,175,266vs Jan 12, 2022130SEC filing
Jan 12, 2022Amendment$24,777,022$12,130,837vs Dec 29, 202172SEC filing
Dec 29, 2021Initial$12,646,185No comparison32SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6.98M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-427118
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.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
American Trust Investment Services, Inc.3001
Arkadios Capital282710
Avantax Investment Services, Inc.13686
Concorde Investment Services, LLC151604
Concourse Financial Group Securities, Inc.15708
Crown Capital Securities, L.P.6312
Emerson Equity LLC130032
Great Point Capital LLC114203
Independent Financial Group, LLC7717
Investment Planners, Inc.18557
JRL Capital Corporation10225
Kovack Securities Inc.44848
Lightpath Capital, Inc.34617
M.S. Howells & Co.104100
Thornhill Securities, Inc.22333
Vanderbilt Securities, LLC5953
Whitehall-Parker Securities, Inc.10608
Cambridge Investment Research39543
Securities America, Inc.10205
Tfs Securities, Inc.20626
RCX Capital Group, LLC114290
FSC Securities Corporation7461
Ameritas Investment Company, LLC14869
DAI Securities LLC36673
Independence Capital Co., Inc.24723
Centaurus Financial, Inc.30833
Lincoln Financial Advisors Corporation3978
Nationwide Planning Associates Inc.31029
First Allied Securities, Inc.32444
Triad Advisors LLC25803
American Portfolios Financial Services, Inc.18487
Cetera Advisor Networks LLC13572
Wintrust Investments LLC875
Woodbury Financial Services, Inc.421
Royal Alliance Associates, Inc.23131
Sagepoint Financial, Inc.133763
J.W. Cole Financial, Inc.124583
Saxony Securities, Inc.115547
Cetera Advisors, LLC10299
American Investors Company38
Colorado Financial Service Corp.104343
Lincoln Financial Securities Corporation3870
Commonwealth Financial Network8032
Purshe Kaplan Sterling Investments35747

Source: Form D, filed Apr 15, 2022. 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 New Jersey Multifamily Portfolio Exchange, L.L.C. Executive
N/A New Jersey Multifamily Portfolio, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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