Form D · Other Real Estate

Phoenix MSA Multifamily DST

Oak Brook, IL · CIK 0001791420

Offering snapshot reported Jun 2, 2020 · SEC filing

Reported sold
$30.4M
Offering amount: $30.4M
Investors reported
56
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 12, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.2M$30.4MNov 22, 2019: $2,523,871.00Nov 22, 2019Dec 6, 2019: $9,705,523.00Dec 18, 2019: $17,217,149.00Dec 31, 2019: $18,378,048.00Jan 10, 2020: $27,216,220.00Jan 24, 2020: $29,053,313.00Feb 5, 2020: $30,063,414.00Mar 18, 2020: $30,228,016.00Jun 2, 2020: $30,396,157.00Jun 2, 2020

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$30,228,016 → $30,396,157
  • Reported investors54 → 56

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 2, 2020Amendment$30,396,157$168,141vs Mar 18, 202056SEC filing
Mar 18, 2020Amendment$30,228,016$164,602vs Feb 5, 202054SEC filing
Feb 5, 2020Amendment$30,063,414$1,010,101vs Jan 24, 202053SEC filing
Jan 24, 2020Amendment$29,053,313$1,837,093vs Jan 10, 202052SEC filing
Jan 10, 2020Amendment$27,216,220$8,838,172vs Dec 31, 201950SEC filing
Dec 31, 2019Amendment$18,378,048$1,160,899vs Dec 18, 201938SEC filing
Dec 18, 2019Amendment$17,217,149$7,511,626vs Dec 6, 201934SEC filing
Dec 6, 2019Amendment$9,705,523$7,181,652vs Nov 22, 201915SEC filing
Nov 22, 2019Initial$2,523,871No comparison7SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.71M (estimated)
Finders' fees
$0
Form D file number
021-354007
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 Fee that may be paid to one or more Related Persons.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
DFPG Investments, Inc.155576
Lightpath Capital Inc.34617
Avantax Investment Services Inc13686
Concorde Investment Services, LLC151604
Capulent LLC155155
Kovack Securities, Inc.44848
Inland Securities Corporation15807
Voya Financial Advisors2882
Commonwealth Financial Network8032
RCX Capital Group LLC114290
Independent Financial Group, LLC7717
United Planners' Financial Services20804
First Financial Equity Corp16507
Investacorp, Inc.7684
Great Point Capital LLC114203
Cetera Financial Specialists LLC10358
Lincoln Financial Advisors3978
Berthel Fisher & Co Financial Svcs13609
Woodbury Financial Services, Inc.421
Nationwide Planning Associates, Inc31029
Cetera Advisor Networks, LLC13572
Cary Street Partners LLC128089
Royal Alliance Associates, Inc.23131

Source: Form D, filed Jun 2, 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.

People and organizations reported in Form D filings
NameReported role
Joseph E. Binder Executive
N/A Inland Private Capital Corporation Executive
Keith D. Lampi Executive
N/A Phoenix Msa Multifamily Exchange, L.L.C. Executive
N/A Phoenix Msa Multifamily, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523