Form D · Other Real Estate

Phoenix Senior Living DST

Oak Brook, IL · CIK 0001793634

Offering snapshot reported Oct 7, 2020 · SEC filing

Reported sold
$52.2M
Offering amount: $53.5M
Investors reported
157
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 22, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$26.1M$52.2MDec 6, 2019: $929,808.00Dec 6, 2019Dec 18, 2019: $4,684,473.00Dec 31, 2019: $8,304,312.00Jan 10, 2020: $15,660,021.00Jan 24, 2020: $23,654,938.00Feb 5, 2020: $30,881,759.00Feb 14, 2020: $36,167,768.00Feb 26, 2020: $37,943,074.00Mar 6, 2020: $41,651,920.00Mar 18, 2020: $42,692,894.00Mar 27, 2020: $47,477,461.00Apr 8, 2020: $47,719,461.00Apr 17, 2020: $48,388,956.00Apr 29, 2020: $48,788,956.00May 8, 2020: $49,156,473.00May 20, 2020: $49,564,322.00Jun 12, 2020: $50,069,115.00Jul 2, 2020: $50,524,782.00Jul 15, 2020: $51,724,782.00Jul 24, 2020: $51,836,627.00Sep 18, 2020: $52,086,627.00Oct 7, 2020: $52,239,566.00Oct 7, 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$52,086,627 → $52,239,566
  • Reported investors156 → 157

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 7, 2020Amendment$52,239,566$152,939vs Sep 18, 2020157SEC filing
Sep 18, 2020Amendment$52,086,627$250,000vs Jul 24, 2020156SEC filing
Jul 24, 2020Amendment$51,836,627$111,845vs Jul 15, 2020155SEC filing
Jul 15, 2020Amendment$51,724,782$1,200,000vs Jul 2, 2020154SEC filing
Jul 2, 2020Amendment$50,524,782$455,667vs Jun 12, 2020153SEC filing
Jun 12, 2020Amendment$50,069,115$504,793vs May 20, 2020150SEC filing
May 20, 2020Amendment$49,564,322$407,849vs May 8, 2020148SEC filing
May 8, 2020Amendment$49,156,473$367,517vs Apr 29, 2020146SEC filing
Apr 29, 2020Amendment$48,788,956$400,000vs Apr 17, 2020143SEC filing
Apr 17, 2020Amendment$48,388,956$669,495vs Apr 8, 2020141SEC filing
Apr 8, 2020Amendment$47,719,461$242,000vs Mar 27, 2020139SEC filing
Mar 27, 2020Amendment$47,477,461$4,784,567vs Mar 18, 2020138SEC filing
Mar 18, 2020Amendment$42,692,894$1,040,974vs Mar 6, 2020129SEC filing
Mar 6, 2020Amendment$41,651,920$3,708,846vs Feb 26, 2020125SEC filing
Feb 26, 2020Amendment$37,943,074$1,775,306vs Feb 14, 2020116SEC filing
Feb 14, 2020Amendment$36,167,768$5,286,009vs Feb 5, 2020107SEC filing
Feb 5, 2020Amendment$30,881,759$7,226,821vs Jan 24, 202089SEC filing
Jan 24, 2020Amendment$23,654,938$7,994,917vs Jan 10, 202067SEC filing
Jan 10, 2020Amendment$15,660,021$7,355,709vs Dec 31, 201948SEC filing
Dec 31, 2019Amendment$8,304,312$3,619,839vs Dec 18, 201929SEC filing
Dec 18, 2019Amendment$4,684,473$3,754,665vs Dec 6, 201918SEC filing
Dec 6, 2019Initial$929,808No comparison5SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$4.23M (estimated)
Finders' fees
$0
Form D file number
021-354937
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

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Arkadios Capital282710
Lightpath Capital Inc.34617
DAI Securities LLC36673
Avantax Investment Services Inc13686
RCX Capital Group LLC114290
DFPG Investments, Inc.155576
Concorde Investment Services, LLC151604
Thornhill Securities Inc22333
Cambridge Investment Research39543
JRL Capital Corporation10225
Nationwide Planning Associates, Inc31029
Lincoln Financial Advisors3978
Stax Capital300607
Securities America Inc.10205
Sagepoint Financial, Inc.133763
Ausdal Financial Partners, Inc.7995
Cabin Securities Inc137608
International Assets Advisory, LLC10645
Invicta Capital LLC288101
Crown Capital Securities, L.P.6312
American Portfolios Financial Services, Inc.18487
Cabot Lodge Securities LLC159712
Lincoln Financial Securities Corporation3870
Madison Avenue Securities, LLC23224
Western International Securities, Inc.39262
Triad Advisors LLC25803
Independent Financial Group, LLC7717
Stifel, Nicolaus & Company, Incorporated793
Berthel, Fisher & Company Financial Services, Inc.13609
Third Seven Capital LLC160209
The Strategic Financial Alliance126514
Center Street Securities, Inc.26898
Woodbury Financial Services, Inc.421
Investacorp, Inc.7684
Purshe Kaplan Sterling Investments35747
Independence Capital Co., Inc.24723

Source: Form D, filed Oct 7, 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 Senior Living Exchange, L.L.C. Executive
N/A Phoenix Senior Living, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523