Form D · Other Real Estate

Rochester MN Senior Living DST

Oak Brook, IL · CIK 0001922643

Offering snapshot reported Nov 23, 2022 · SEC filing

Reported sold
$79.7M
Offering amount: $79.7M
Investors reported
161
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 18, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$39.9M$79.7MApr 29, 2022: $17,478,512.00Apr 29, 2022May 13, 2022: $32,615,346.00May 27, 2022: $46,758,695.00Jun 10, 2022: $58,530,090.00Jun 24, 2022: $68,378,984.00Jul 8, 2022: $75,427,841.00Jul 22, 2022: $76,122,793.00Aug 5, 2022: $78,517,961.00Aug 17, 2022: $78,870,127.00Aug 31, 2022: $79,070,127.00Sep 28, 2022: $79,578,887.00Oct 12, 2022: $79,663,887.00Nov 23, 2022: $79,741,563.00Nov 23, 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$79,663,887 → $79,741,563
  • Reported investors160 → 161

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 23, 2022Amendment$79,741,563$77,676vs Oct 12, 2022161SEC filing
Oct 12, 2022Amendment$79,663,887$85,000vs Sep 28, 2022160SEC filing
Sep 28, 2022Amendment$79,578,887$508,760vs Aug 31, 2022159SEC filing
Aug 31, 2022Amendment$79,070,127$200,000vs Aug 17, 2022157SEC filing
Aug 17, 2022Amendment$78,870,127$352,166vs Aug 5, 2022156SEC filing
Aug 5, 2022Amendment$78,517,961$2,395,168vs Jul 22, 2022154SEC filing
Jul 22, 2022Amendment$76,122,793$694,952vs Jul 8, 2022150SEC filing
Jul 8, 2022Amendment$75,427,841$7,048,857vs Jun 24, 2022149SEC filing
Jun 24, 2022Amendment$68,378,984$9,848,894vs Jun 10, 2022134SEC filing
Jun 10, 2022Amendment$58,530,090$11,771,395vs May 27, 2022114SEC filing
May 27, 2022Amendment$46,758,695$14,143,349vs May 13, 202278SEC filing
May 13, 2022Amendment$32,615,346$15,136,834vs Apr 29, 202241SEC filing
Apr 29, 2022Initial$17,478,512No comparison11SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6.3M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-443824
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
Chelsea Financial Services47770
DFPG Investments, LLC155576
St. Germain Securities, Inc.3255
Emerson Equity LLC130032
Arkadios Capital282710
RCX Capital Group, LLC114290
Northland Securities, Inc.40258
Whitehall-Parker Securities, Inc.10608
American Portfolios Financial Services, Inc.18487
DAI Securities, LLC36673
Cambridge Investment Research, Inc.39543
Lightpath Capital, Inc.34617
Triad Advisors LLC25803
Great Point Capital LLC114203
Private Client Services, LLC120222
Berthel, Fisher & Company Financial Services, Inc.13609
Crown Capital Securities, L.P.6312
American Trust Investment Services, Inc.3001
Concorde Investment Services, LLC151604
Independent Financial Group, LLC7717
Securities America, Inc.10205
Woodbury Financial Services, Inc.421
Avantax Investment Services, Inc.13686
Lincoln Financial Securities Corporation3870
Wealthforge Securities, LLC152550
Lincoln Financial Advisors Corporation3978
Titan Securities131392
Royal Alliance Associates, Inc.23131
Sagepoint Financial, Inc.133763
Patrick Capital Markets, LLC16518
AAG Capital, Inc.188
Nationwide Planning Associates Inc.31029
Moloney Securities Co., Inc.38535
FSC Securities Corporation7461
Western International Securities, Inc.39262
Calton & Associates, Inc.20999
Concourse Financial Group Securities, Inc.15708
Peak Brokerage Services, LLC157045
Wintrust Investments LLC875
Somerset Securities, Inc.2493

Source: Form D, filed Nov 23, 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 Rochester Mn Senior Living, L.L.C. Executive
N/A Rochester Mn Sl Exchange, 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