Form D · Other Real Estate

Self-Storage Portfolio XX DST

Oak Brook, IL · CIK 0001972591

Offering snapshot reported Nov 1, 2023 · SEC filing

Reported sold
$26.8M
Offering amount: $26.8M
Investors reported
67
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 10, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13.4M$26.8MApr 6, 2023Jul 12, 2023: $23,141,232.00Jul 12, 2023Nov 1, 2023: $26,819,736.00Nov 1, 2023

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$23,141,232 → $26,819,736
  • Reported investors52 → 67

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 1, 2023Amendment$26,819,736$3,678,504vs Jul 12, 202367SEC filing
Jul 12, 2023Amendment$23,141,232No comparison52SEC filing
Apr 6, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.34M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-478094

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
DAI Securities, LLC36673
Emerson Equity LLC130032
Great Point Capital LLC114203
Independent Financial Group, LLC7717
Concorde Investment Services, LLC151604
Lightpath Capital, Inc.34617
RCX Capital Group, LLC114290
Realized Financial, Inc.22333
Sagepoint Financial, Inc.133763
Woodbury Financial Services, Inc.421
FSC Securities Corporation7461
Avantax Investment Services, Inc.13686
NexTrend Securities, Inc.43710
Osaic Wealth, Inc.23131
Moloney Securities Co., Inc.38535
American Portfolios Financial Services, Inc.18487
Securities America, Inc.10205
McDermott Investment Services, LLC154926

Source: Form D, filed Nov 1, 2023. 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 Xx Exchange, L.L.C. Executive
N/A Self Storage Portfolio Xx, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523