Form D · Other Real Estate

Self-Storage Portfolio XVI DST

Oak Brook, IL · CIK 0001901645

Offering snapshot reported Dec 27, 2022 · SEC filing

Reported sold
$155M
Offering amount: $155M
Investors reported
312
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 5, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$77.4M$155MJan 7, 2022May 2, 2022: $97,349,734.00May 2, 2022Nov 28, 2022: $154,771,283.00Dec 27, 2022: $154,820,713.00Dec 27, 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$154,771,283 → $154,820,713

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 27, 2022Amendment$154,820,713$49,430vs Nov 28, 2022312SEC filing
Nov 28, 2022Amendment$154,771,283$57,421,549vs May 2, 2022312SEC filing
May 2, 2022Amendment$97,349,734No comparison206SEC filing
Jan 7, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$7.74M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-428278

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Sagepoint Financial, Inc.133763
Inland Securities Corporation15807
Thornhill Securities, Inc.22333
Chelsea Financial Services47770
Colorado Financial Service Corporation104343
Cambridge Investment Research, Inc.39543
Wilson-Davis & Co., Inc.3777
Concorde Investment Services, LLC151604
Emerson Equity LLC130032
Whitehall-Parker Securities, Inc.10608
Cabin Securities, Inc.137608
Cabot Lodge Securities LLC159712
Centaurus Financial, Inc.30833
Stifel, Nicolaus & Company, Incorporated793
Berthel, Fisher & Company Financial Services, Inc.13609
Avantax Investment Services, Inc.13686
Kingswood Capital Partners, LLC28898
Crown Capital Securities, L.P.6312
Ameritas Investment Company, LLC14869
Arkadios Capital282710
Concourse Financial Group Securities, Inc.15708
Western International Securities, Inc.39262
Kovack Securities, Inc.44848
Woodbury Financial Services, Inc.421
Westpark Capital, Inc.3991
Lion Street Financial, LLC16528
Nationwide Planning Associates Inc.31029
Independent Financial Group, LLC7717
Lincoln Financial Advisors Corporation3978
WealthForge Securities, LLC152550
Purshe Kaplan Sterling Investments35747
Cetera Financial Specialists LLC10358
JRL Capital Corporation10225
Royal Alliance Associates, Inc.23131
DFPG Investments, LLC155576
American Trust Investment Services, Inc.3001
FSC Securities Corporation7461
National Securities Corporation7569
Private Client Services, LLC120222
Great Point Capital LLC114203
Securities America, Inc.10205
Coastal Equities, Inc.23769
International Assets Advisory, LLC10645
Capulent LLC155155
DAI Securities, LLC36673
Aegis Capital Corp.15007
NPB Financial Group, LLC137743
Titan Securities131392
First Allied Securities, Inc.32444
Triad Advisors LLC25803
LifeMark Securities Corp.16204
Cetera Advisor Networks LLC13572
DMK Advisor Group, Inc.41067
Cetera Advisors LLC10299
Hilltop Securities Inc.6220
Vanderbilt Securities, LLC5953
Calton & Associates, Inc.20999
Capital Investment Group, Inc.14752
McNally Financial Services Corporation121196
Madison Avenue Securities, LLC23224

Source: Form D, filed Dec 27, 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 Self Storage Portfolio Xvi, L.L.C. Executive
N/A Self Storage Xvi Exchange, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523