Form D · Other Real Estate

San Marcos Student Living DST

Oak Brook, IL · CIK 0001664117

Offering snapshot reported Sep 16, 2016 · SEC filing

Reported sold
$24.3M
Offering amount: $24.3M
Investors reported
68
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jan 11, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.2M$24.3MJan 22, 2016: $354,609.00Jan 22, 2016Feb 5, 2016: $2,460,273.00Feb 17, 2016: $10,599,087.00Mar 2, 2016: $16,926,315.00Mar 14, 2016: $21,527,818.00Apr 1, 2016: $23,161,834.00Apr 28, 2016: $23,361,834.00Sep 16, 2016: $24,321,998.00Sep 16, 2016

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$23,361,834 → $24,321,998
  • Reported investors63 → 68

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 16, 2016Amendment$24,321,998$960,164vs Apr 28, 201668SEC filing
Apr 28, 2016Amendment$23,361,834$200,000vs Apr 1, 201663SEC filing
Apr 1, 2016Amendment$23,161,834$1,634,016vs Mar 14, 201662SEC filing
Mar 14, 2016Amendment$21,527,818$4,601,503vs Mar 2, 201655SEC filing
Mar 2, 2016Amendment$16,926,315$6,327,228vs Feb 17, 201638SEC filing
Feb 17, 2016Amendment$10,599,087$8,138,814vs Feb 5, 201627SEC filing
Feb 5, 2016Amendment$2,460,273$2,105,664vs Jan 22, 20168SEC filing
Jan 22, 2016Initial$354,609No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.22M
Finders' fees
$0
Form D file number
021-255778
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Steven D. Meahan1234042DFPG Investments, Inc. · CRD 155576
Eric S. Scaff5281210Concorde Investment Services, LLC · CRD 151604
Barbara A. Huber2769410Prospera Financial Services, Inc. · CRD 10740
James T. Walesa1061209Triad Advisors, Inc. · CRD 25803
John W. Goff1919761Investacorp, Inc. · CRD 7684
Robert C. Straton3213397Concorde Investment Services, LLC · CRD 151604
Douglas A. Henrickson869607Triad Advisors, Inc. · CRD 25803
Keith W. Patterson2131574Investcorp, Inc. · CRD 7684
William F. Richardson Jr721293Investacorp, Inc. · CRD 7684
Daniel P. Raupp4079107Concorde Investment Services, LLC · CRD 151604
Brian C. Greenberg2838351Woodbury Financial Services, Inc. · CRD 421
Benjamin T. Newhouse3105894DFPG Investments, Inc. · CRD 155576
Daniel R. Mueller44642681st Global Capital Corp. · CRD 30349
John D. Strother22014721st Global Capital Corp. · CRD 30349
Chad Henry4534292Sigma Financial Corporation · CRD 14303
Troy A. Oates6061425Sigma Financial Corporation · CRD 14303
Eric Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Silver Portal Capital LLC114290Silver Portal Capital LLC · CRD 114290
Byran A. Decker55276561st Global Capital Corp. · CRD 30349
Alex J. Kowalski4495275Concorde Investment Services, LLC · CRD 151604
Eric J. Krause5374964Cambridge Investments Research, Inc. · CRD 39543
David L. Funk29013551st Global Capital Corp. · CRD 30349
Tracy S. Bush2133258H. Beck, Inc. · CRD 1763
Joseph G. Michaletz1327534Concorde Investment Services, LLC · CRD 151604
Michael A. Bendix5379777Cedar Crest Advisors, LLC · CRD 187514
Justin C. Lowy5935993Crown Capital Securities, L.P. · CRD 6312
Dennis P. Clark1727564Royal Alliance Associates, Inc. · CRD 23131
Frank G. Giangrande1032105Royal Alliance Associates, Inc. · CRD 23131
Glenn C. Williams1656711Woodbury Financial Services, Inc. · CRD 421
Corbin S. Thomas4234748McDermott Investment Services, LLC · CRD 154926
Scott D. Offerman4619093Concorde Investment Services, LLC · CRD 151604
David A. Monheit45860911st Global Capital Corp. · CRD 30349
Danny R. Hughes44193651st Global Capital Corp. · CRD 30349
Carl F. Worden III3130121Concorde Investment Services, LLC · CRD 151604
Stephen A. Chase46089721st Global Capital Corp. · CRD 30349
Christopher E. Krejci32583921st Global Capital Corp. · CRD 30349
Katie C. Buck4884942Parkland Securities, LLC · CRD 115368
Peter A. Finnegan1336798Phalanx Trading, LLC · CRD 146993
Thomas J. Goodson1332233Sagepoint Financial, Inc. · CRD 133763
Marion D. Benedict2362830Sigma Financial Corporation · CRD 14303
Tomas J. Velken1600404Sigma Financial Corporation · CRD 14303
Richard Zuvella5207826Sigma Financial Corporation · CRD 14303
John E. Bishop866202Silver Portal Capital LLC · CRD 114290
Robert R. Tweed2339324Cabot Lodge Securites, LLC · CRD 159712
Timothy R. Tehan3230535Triad Advisors, Inc. · CRD 25803
Byron J. Ishiwata46104561st Global Capital Corp. · CRD 30349
Jack L. Baker2346439H. Beck, Inc. · CRD 1763
Joseph Langlois III4216281DFPG Investments, Inc. · CRD 155576
George R. Duff2768560Triad Advisors, Inc. · CRD 25803
Stephen K. Cook1204467Triad Advisors, Inc. · CRD 25803

Source: Form D, filed Sep 16, 2016. 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
Capital Corporation Inland Private Promoter
Keith Lampi Executive
Living, L.L.C San Marcos Student Promoter
Living Exchange, L.L.C. San Marcos Student Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523