Form D · Other Real Estate

Sun Belt Multifamily Portfolio II DST

Oak Brook, IL · CIK 0001777792

Offering snapshot reported Feb 26, 2020 · SEC filing

Reported sold
$67.6M
Offering amount: $67.6M
Investors reported
189
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 12, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$33.8M$67.6MJun 21, 2019: $332,265.00Jun 21, 2019Jul 3, 2019: $2,276,267.00Jul 12, 2019: $3,067,017.00Jul 24, 2019: $10,120,595.00Aug 2, 2019: $17,500,871.00Aug 14, 2019: $23,420,339.00Aug 23, 2019: $28,219,741.00Sep 6, 2019: $35,307,345.00Sep 19, 2019: $41,130,849.00Oct 2, 2019: $50,539,588.00Oct 16, 2019: $51,298,853.00Oct 30, 2019: $52,936,576.00Nov 8, 2019: $55,482,740.00Nov 22, 2019: $57,363,628.00Dec 6, 2019: $57,761,516.00Dec 18, 2019: $60,892,829.00Dec 31, 2019: $61,965,330.00Jan 10, 2020: $64,465,625.00Jan 24, 2020: $66,232,483.00Feb 5, 2020: $67,546,851.00Feb 26, 2020: $67,591,872.00Feb 26, 2020

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$67,546,851 → $67,591,872
  • Reported investors190 → 189

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 26, 2020Amendment$67,591,872$45,021vs Feb 5, 2020189SEC filing
Feb 5, 2020Amendment$67,546,851$1,314,368vs Jan 24, 2020190SEC filing
Jan 24, 2020Amendment$66,232,483$1,766,858vs Jan 10, 2020187SEC filing
Jan 10, 2020Amendment$64,465,625$2,500,295vs Dec 31, 2019185SEC filing
Dec 31, 2019Amendment$61,965,330$1,072,501vs Dec 18, 2019178SEC filing
Dec 18, 2019Amendment$60,892,829$3,131,313vs Dec 6, 2019174SEC filing
Dec 6, 2019Amendment$57,761,516$397,888vs Nov 22, 2019172SEC filing
Nov 22, 2019Amendment$57,363,628$1,880,888vs Nov 8, 2019171SEC filing
Nov 8, 2019Amendment$55,482,740$2,546,164vs Oct 30, 2019163SEC filing
Oct 30, 2019Amendment$52,936,576$1,637,723vs Oct 16, 2019153SEC filing
Oct 16, 2019Amendment$51,298,853$759,265vs Oct 2, 2019147SEC filing
Oct 2, 2019Amendment$50,539,588$9,408,739vs Sep 19, 2019141SEC filing
Sep 19, 2019Amendment$41,130,849$5,823,504vs Sep 6, 2019116SEC filing
Sep 6, 2019Amendment$35,307,345$7,087,604vs Aug 23, 201998SEC filing
Aug 23, 2019Amendment$28,219,741$4,799,402vs Aug 14, 201983SEC filing
Aug 14, 2019Amendment$23,420,339$5,919,468vs Aug 2, 201966SEC filing
Aug 2, 2019Amendment$17,500,871$7,380,276vs Jul 24, 201958SEC filing
Jul 24, 2019Amendment$10,120,595$7,053,578vs Jul 12, 201932SEC filing
Jul 12, 2019Amendment$3,067,017$790,750vs Jul 3, 201913SEC filing
Jul 3, 2019Amendment$2,276,267$1,944,002vs Jun 21, 201911SEC filing
Jun 21, 2019Initial$332,265No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6.02M (estimated)
Finders' fees
$0
Form D file number
021-342451
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 Fee that may be paid to one or more Related Persons.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
DFPG Investments, Inc.155576
APW Capital Inc43814
Westpark Capital Inc39914
Capital Investment Group, Inc.14752
Mc Dermott Investment Services, LLC154926
American Investors Company38
Sagepoint Financial, Inc.133763
International Assets Advisory, LLC10645
Tfs Securities, Inc.20626
Concorde Investment Services, LLC151604
Calton & Associates20999
Primex Prime Electronic Execution Inc29394
Investacorp, Inc.7684
Securities America Inc.10205
Triad Advisors, Inc.25803
Lincoln Financial Advisors3978
H D Vest Investment Securities Inc13686
WealthForge Securities LLC152550
Crown Capital Securities L.P.6312
1st Global Capital Corporation30349
Woodbury Financial Services, Inc.421
Cambridge Investment Research39543
Lincoln Financial Securities Corp3870
Whitehall-Parker Securities, Inc.10608
Great Point Capital LLC114203
Commonwealth Financial Network8032
Royal Alliance Associates, Inc.23131
First Allied Securities Inc.32444
Summit Brokerage Services, Inc.34643
Colorado Financial Service Corp104343
Madison Avenue Securities, LLC23224
FSC Securities Corporation7461
RCX Capital Group LLC114290
Independent Financial Group, LLC7717
Capulent LLC155155
Voya Financial Advisors2882
Center Street Securities, Inc.26898
Nationwide Planning Associates, Inc31029
Vanderbilt Securities, LLC5953
Ameritas Investment Corp.14869
Stonecrest Capital Markets, Inc39616
Avantax Investment Services Inc13686
Kingsbury Capital Inc.7638
American Portfolios Financial Svcs18487
Cetera Advisors, LLC10299
Cetera Financial Specialists LLC10358
Cetera Advisor Networks, LLC13572

Source: Form D, filed Feb 26, 2020. 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
Joseph E. Binder Executive
N/A Inland Private Capital Corporation Executive
Keith D. Lampi Executive
N/A Sun Belt Multifamily Portfolio Ii Exchange, L.L.C. Executive
N/A Sun Belt Multifamily Portfolio Ii, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
C/O Inland Private Capital Corporation 2901 Butterfield Road
Oak Brook, IL, 60523