Form D · Other Real Estate

Sun Belt Multifamily Portfolio III DST

Oak Brook, IL · CIK 0001808309

Offering snapshot reported Feb 24, 2021 · SEC filing

Reported sold
$80.9M
Offering amount: $80.9M
Investors reported
133
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Apr 7, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$40.4M$80.9MApr 17, 2020: $211,236.00Apr 17, 2020Apr 29, 2020: $3,846,064.00May 8, 2020: $5,393,906.00May 20, 2020: $6,664,847.00Jun 2, 2020: $7,905,415.00Jun 12, 2020: $9,478,546.00Jun 24, 2020: $11,137,352.00Jul 2, 2020: $16,733,814.00Jul 15, 2020: $27,833,734.00Jul 24, 2020: $35,567,404.00Aug 5, 2020: $44,276,878.00Aug 14, 2020: $50,343,069.00Aug 26, 2020: $55,143,342.00Sep 4, 2020: $68,589,198.00Sep 18, 2020: $71,288,398.00Oct 7, 2020: $75,870,578.00Oct 21, 2020: $79,101,551.00Nov 4, 2020: $80,773,779.00Feb 24, 2021: $80,895,627.00Feb 24, 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$80,773,779 → $80,895,627
  • Reported investors132 → 133

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 24, 2021Amendment$80,895,627$121,848vs Nov 4, 2020133SEC filing
Nov 4, 2020Amendment$80,773,779$1,672,228vs Oct 21, 2020132SEC filing
Oct 21, 2020Amendment$79,101,551$3,230,973vs Oct 7, 2020128SEC filing
Oct 7, 2020Amendment$75,870,578$4,582,180vs Sep 18, 2020124SEC filing
Sep 18, 2020Amendment$71,288,398$2,699,200vs Sep 4, 2020116SEC filing
Sep 4, 2020Amendment$68,589,198$13,445,856vs Aug 26, 2020113SEC filing
Aug 26, 2020Amendment$55,143,342$4,800,273vs Aug 14, 2020102SEC filing
Aug 14, 2020Amendment$50,343,069$6,066,191vs Aug 5, 202091SEC filing
Aug 5, 2020Amendment$44,276,878$8,709,474vs Jul 24, 202079SEC filing
Jul 24, 2020Amendment$35,567,404$7,733,670vs Jul 15, 202062SEC filing
Jul 15, 2020Amendment$27,833,734$11,099,920vs Jul 2, 202052SEC filing
Jul 2, 2020Amendment$16,733,814$5,596,462vs Jun 24, 202039SEC filing
Jun 24, 2020Amendment$11,137,352$1,658,806vs Jun 12, 202034SEC filing
Jun 12, 2020Amendment$9,478,546$1,573,131vs Jun 2, 202028SEC filing
Jun 2, 2020Amendment$7,905,415$1,240,568vs May 20, 202025SEC filing
May 20, 2020Amendment$6,664,847$1,270,941vs May 8, 202018SEC filing
May 8, 2020Amendment$5,393,906$1,547,842vs Apr 29, 202012SEC filing
Apr 29, 2020Amendment$3,846,064$3,634,828vs Apr 17, 20209SEC filing
Apr 17, 2020Initial$211,236No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$7.2M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-365254
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
Inland Securities Corporation15807
DAI Securities LLC36673
Colorado Financial Service Corporation104343
Concorde Investment Services, LLC151604
Avantax Investment Services, Inc.13686
Capulent LLC155155
American Investors Company38
Crown Capital Securities, L.P.6312
McDermott Investment Services, LLC154926
RCX Capital Group, LLC114290
Emerson Equity, LLC130032
Cetera Advisor Networks, LLC13572
Great Point Capital, LLC114203
Thornhill Securities, Inc.22333
Centaurus Financial, Inc.30833
Royal Alliance Associates, Inc.23131
Cambridge Investment Research, Inc.39543
Stifel, Nicolaus & Company, Incorporated793
Investacorp, Inc.7684
Arkadios Capital282710
M.S. Howells & Co.104100
Triad Advisors LLC25803
Vanderbilt Securities, LLC5953
Woodbury Financial Services, Inc.421
First Allied Securities, Inc.32444
Securities America, Inc.10205
American Trust Investment Services, Inc.3001
Money Concepts Capital Corp.12963
Snowden Account Services LLC149794
Sagepoint Financial, Inc.133763
Cetera Financial Specialists LLC10358
United Planners' Financial Services of America20804
DFPG Investments, LLC155576
Investment Architects, Inc.17774
Cetera Advisors, LLC10299
The Strategic Financial Alliance, Inc.126514
Lightpath Capital Inc.34617
Alexander Capital LP40077
Western International Securities Inc39262
Kovack Securities, Inc.44848
National Securities Corp.7569
Independent Financial Group, LLC7717
Saxony Securities, Inc.115547
Harbour Investments, Inc.19258

Source: Form D, filed Feb 24, 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 Sun Belt Multifamily Portfolio Iii Exchange, L.L.C. Executive
N/A Sun Belt Multifamily Portfolio Iii, 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