Form D · Other Real Estate

Southeast Multifamily Portfolio DST

Oak Brook, IL · CIK 0001827037

Offering snapshot reported May 19, 2021 · SEC filing

Reported sold
$88.4M
Offering amount: $88.4M
Investors reported
175
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 30, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$44.2M$88.4MOct 7, 2020: $8,743,079.00Oct 7, 2020Oct 21, 2020: $15,390,013.00Nov 4, 2020: $42,735,435.00Nov 18, 2020: $54,773,481.00Dec 2, 2020: $69,815,736.00Dec 16, 2020: $76,235,011.00Dec 30, 2020: $80,998,125.00Jan 13, 2021: $84,074,134.00Jan 27, 2021: $85,372,550.00Feb 10, 2021: $85,595,980.00Feb 24, 2021: $86,202,350.00Mar 10, 2021: $87,618,410.00Apr 7, 2021: $87,985,359.00May 5, 2021: $88,136,874.00May 19, 2021: $88,388,065.00May 19, 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$88,136,874 → $88,388,065
  • Reported investors174 → 175

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 19, 2021Amendment$88,388,065$251,191vs May 5, 2021175SEC filing
May 5, 2021Amendment$88,136,874$151,515vs Apr 7, 2021174SEC filing
Apr 7, 2021Amendment$87,985,359$366,949vs Mar 10, 2021174SEC filing
Mar 10, 2021Amendment$87,618,410$1,416,060vs Feb 24, 2021173SEC filing
Feb 24, 2021Amendment$86,202,350$606,370vs Feb 10, 2021171SEC filing
Feb 10, 2021Amendment$85,595,980$223,430vs Jan 27, 2021167SEC filing
Jan 27, 2021Amendment$85,372,550$1,298,416vs Jan 13, 2021165SEC filing
Jan 13, 2021Amendment$84,074,134$3,076,009vs Dec 30, 2020160SEC filing
Dec 30, 2020Amendment$80,998,125$4,763,114vs Dec 16, 2020155SEC filing
Dec 16, 2020Amendment$76,235,011$6,419,275vs Dec 2, 2020143SEC filing
Dec 2, 2020Amendment$69,815,736$15,042,255vs Nov 18, 2020124SEC filing
Nov 18, 2020Amendment$54,773,481$12,038,046vs Nov 4, 202092SEC filing
Nov 4, 2020Amendment$42,735,435$27,345,422vs Oct 21, 202069SEC filing
Oct 21, 2020Amendment$15,390,013$6,646,934vs Oct 7, 202026SEC filing
Oct 7, 2020Initial$8,743,079No comparison5SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$7.87M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-377325
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 to one or more Related Persons.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Saxony Securities, Inc.115547
Thornhill Securities, Inc.22333
DFPG Investments, LLC155576
Concorde Investment Services, LLC151604
NexTrend Securities, Inc.43710
American Investors Company38
Calton & Associates, Inc.20999
Colorado Financial Services Corporation104343
Western International Securities, Inc.39262
McDermott Investment Securities, LLC154926
Muriel Siebert & Co., Inc.5376
Lincoln Financial Advisors Corporation3978
Avantax Investment Services, Inc.13686
Independent Financial Group, LLC7717
Securities America, Inc.10205
Stifel, Nicolaus & Company, Incorporated793
Woodbury Financial Services, Inc.421
Berthel, Fisher & Company Financial Services, Inc.13609
Cambridge Investment Research, Inc.39543
JRL Capital Corporation10225
Royal Alliance Associates, Inc.23131
Cetera Advisors LLC10299
Capulent LLC155155
Courtlandt Securities Corporation137356
The Strategic Financial Alliance, Inc.126514
Triad Advisors LLC25803
Sagepoint Financial, Inc.133763
Vanderbilt Securities, LLC5953
United Planners' Financial Services of America20804
Ameritas Investment Company, LLC14869
Capital Investment Group, Inc.14752
Centaurus Financial, Inc.30833
DAI Securities, LLC36673
Emerson Equity LLC130032
Cetera Financial Specialists LLC10358
Independence Capital Co., Inc.24723
Cetera Advisor Networks LLC13572
APW Capital, Inc.43814
Infinex Investments, Inc.35371
Arkadios Capital282710
First Allied Securities, Inc.32444
Tfs Securities, Inc.20626
RCX Capital Group, LLC114290
International Assets Advisory, LLC10645
Infinity Financial Services144302
Purshe Kaplan Sterling Investments35747
FSC Securities Corporation7461

Source: Form D, filed May 19, 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 Southeast Multifamily Portfolio Exchange, L.L.C. Executive
N/A Southeast Multifamily Portfolio, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523