Form D · Other Real Estate

Phoenix SFR DST

Oak Brook, IL · CIK 0001859538

Offering snapshot reported Dec 15, 2021 · SEC filing

Reported sold
$31.8M
Offering amount: $31.8M
Investors reported
102
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 17, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.9M$31.8MOct 6, 2021: $30,226,662.00Oct 6, 2021Oct 20, 2021: $30,800,803.00Oct 20, 2021Nov 3, 2021: $31,010,546.00Nov 3, 2021Nov 17, 2021: $31,136,539.00Nov 17, 2021Dec 15, 2021: $31,807,912.00Dec 15, 2021

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$31,136,539 → $31,807,912
  • Reported investors97 → 102

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 15, 2021Amendment$31,807,912$671,373vs Nov 17, 2021102SEC filing
Nov 17, 2021Amendment$31,136,539$125,993vs Nov 3, 202197SEC filing
Nov 3, 2021Amendment$31,010,546$209,743vs Oct 20, 202196SEC filing
Oct 20, 2021Amendment$30,800,803$574,141vs Oct 6, 202194SEC filing
Oct 6, 2021Amendment$30,226,662No comparison93SEC filing
Sep 8, 2021Amendment$29,897,610$211,691vs Aug 25, 202189SEC filing
Aug 25, 2021Amendment$29,685,919No comparisonNot reportedSEC filing
Aug 11, 2021Amendment$29,437,404No comparisonNot reportedSEC filing
Jul 29, 2021Amendment$26,825,968$1,306,735vs Jul 14, 202177SEC filing
Jul 14, 2021Amendment$25,519,233No comparisonNot reportedSEC filing
Jun 30, 2021Amendment$22,512,419No comparisonNot reportedSEC filing
Jun 16, 2021Amendment$12,476,477No comparisonNot reportedSEC filing
Jun 2, 2021Amendment$1,731,345$1,528,006vs May 19, 20219SEC filing
May 19, 2021Initial$203,339No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.83M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-399921
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
McDermott Investment Services, LLC154926
Concorde Investment Services, LLC151604
Aurora Securities46147
DAI Securities, LLC36673
Colorado Financial Service Corporation104343
JRL Capital Corporation10225
Lightpath Capital, Inc.34617
Capulent LLC155155
DFPG Investments, LLC155576
Great Point Capital LLC114203
Patrick Capital Markets, LLC16518
Avantax Investment Services, Inc.13686
Sagepoint Financial, Inc.133763
Independent Financial Group, LLC7717
Thornhill Securities, Inc.22333
Centaurus Financial, Inc.30833
Arkadios Capital282710
Woodbury Financial Services, Inc.421
Securities America, Inc.10205
Nationwide Planning Associates Inc.31029
Cambridge Investment Research, Inc.39543
Triad Advisors, Inc.25803
Royal Alliance Associates, Inc.23131
Emerson Equity LLC130032
Lincoln Financial Advisors Corporation3978

Source: Form D, filed Dec 15, 2021. 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 Phoenix Sfr Exchange, L.L.C. Executive
N/A Phoenix Sfr, 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