Form D · Other Real Estate

Self-Storage Portfolio XII DST

Oak Brook, IL · CIK 0001838852

Offering snapshot reported Feb 18, 2021 · SEC filing

Reported sold
$30.7M
Offering amount: $31M
Investors reported
80
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 18, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.4M$30.7MJan 4, 2021: $5,882,130.00Jan 4, 2021Feb 18, 2021: $30,749,870.00Feb 18, 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$5,882,130 → $30,749,870
  • Reported investors17 → 80

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 18, 2021Amendment$30,749,870$24,867,740vs Jan 4, 202180SEC filing
Jan 4, 2021Initial$5,882,130No comparison17SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.55M (estimated)
Finders' fees
$0
Form D file number
021-385126
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
Ameritas Investment Corp.14869
Avantax Investment Services Inc13686
Berthel Fisher & Co Financial Svcs13609
Cambridge Investment Research39543
Centaurus Financial, Inc.30833
Center Street Securities, Inc.26898
Concorde Investment Services, LLC151604
Crown Capital Securities L.P.6312
DAI Securities LLC36673
Emerson Equity LLC130032
Lincoln Financial Advisors3978
Lincoln Financial Securities Corp3870
MSC-BD LLC142927
Nationwide Planning Associates, Inc31029
NexTrend Securities Inc43710
RCX CAPITAL GROUP, LLC114290
Royal Alliance Associates, Inc.23131
Sagepoint Financial, Inc.133763
THE STRATEGIC FINANCIAL ALLIANCE, INC.126514
Thornhill Securities Inc22333
Western International Securities Inc39262
Whitehall-Parker Securities, Inc.10608

Source: Form D, filed Feb 18, 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 Self Storage Portfolio Xii Exchange, L.L.C. Executive
N/A Self Storage Portfolio Xii, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523