Form D · Other Real Estate

Sun Belt Multifamily Portfolio DST

Oak Brook, IL · CIK 0001767656

Offering snapshot reported Sep 6, 2019 · SEC filing

Reported sold
$89.9M
Offering amount: $89.9M
Investors reported
197
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Mar 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$45M$89.9MMar 6, 2019: $801,285.00Mar 6, 2019Mar 20, 2019: $1,952,390.00Apr 3, 2019: $3,575,840.00Apr 16, 2019: $12,695,616.00May 1, 2019: $19,967,635.00May 15, 2019: $24,200,021.00May 28, 2019: $29,817,408.00Jun 7, 2019: $51,070,262.00Jun 21, 2019: $76,909,392.00Jul 3, 2019: $84,105,839.00Jul 12, 2019: $86,699,106.00Jul 24, 2019: $88,477,368.00Aug 2, 2019: $88,942,360.00Aug 14, 2019: $89,608,160.00Sep 6, 2019: $89,946,980.00Sep 6, 2019

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$89,608,160 → $89,946,980
  • Reported investors195 → 197

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 6, 2019Amendment$89,946,980$338,820vs Aug 14, 2019197SEC filing
Aug 14, 2019Amendment$89,608,160$665,800vs Aug 2, 2019195SEC filing
Aug 2, 2019Amendment$88,942,360$464,992vs Jul 24, 2019193SEC filing
Jul 24, 2019Amendment$88,477,368$1,778,262vs Jul 12, 2019191SEC filing
Jul 12, 2019Amendment$86,699,106$2,593,267vs Jul 3, 2019187SEC filing
Jul 3, 2019Amendment$84,105,839$7,196,447vs Jun 21, 2019179SEC filing
Jun 21, 2019Amendment$76,909,392$25,839,130vs Jun 7, 2019157SEC filing
Jun 7, 2019Amendment$51,070,262$21,252,854vs May 28, 2019102SEC filing
May 28, 2019Amendment$29,817,408$5,617,387vs May 15, 201970SEC filing
May 15, 2019Amendment$24,200,021$4,232,386vs May 1, 201952SEC filing
May 1, 2019Amendment$19,967,635$7,272,019vs Apr 16, 201938SEC filing
Apr 16, 2019Amendment$12,695,616$10,743,226vs Mar 20, 201921SEC filing
Apr 3, 2019Amendment$3,575,840$1,623,450vs Mar 20, 201911SEC filing
Mar 20, 2019Amendment$1,952,390$1,151,105vs Mar 6, 20195SEC filing
Mar 6, 2019Initial$801,285No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$8.01M (estimated)
Finders' fees
$0
Form D file number
021-334221
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

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RecipientCRDAssociated broker-dealer
Capulent LLC155155
Concorde Investment Services, LLC151604
Commonwealth Financial Network8032
Cetera Advisors, LLC10299
Calton & Associates20999
Woodbury Financial Services, Inc.421
H D Vest Investment Securities Inc13686
Sagepoint Financial, Inc.133763
Ameritas Investment Corp.14869
1st Global Capital Corporation30349
Stonecrest Capital Markets, Inc39616
Crown Capital Securities L.P.6312
DFPG Investments, Inc.155576
Lincoln Financial Advisors3978
Emerson Equity LLC130032
Investacorp, Inc.7684
Mc Dermott Investment Services, LLC154926
Lincoln Financial Securities Corp3870
Nationwide Planning Associates, Inc31029
NPB Financial Group, LLC137743
Money Concepts Capital Corp.12963
Cambridge Investment Research39543
Sigma Financial Corporation14303
Colorado Financial Service Corp104343
Royal Alliance Associates, Inc.23131
United Planners' Financial Services20804
Triad Advisors, Inc.25803
American Portfolios Financial Svcs18487
First Allied Securities Inc.32444
K Capital LLC147191
Centaurus Financial, Inc.30833
Summit Brokerage Services, Inc34643
Primex Prime Electronic Execution Inc29394
Invicta Capital LLC288101
Lightpath Capital Inc.34617
The Strategic Financial Alliance126514
FSC Securities Corporation7461
Kovack Securities, Inc.44848
Westpark Capital Inc39914
Winslow, Evans & Crocker29686
Cetera Financial Specialists LLC10358
Berthel Fisher & Co Financial Svcs13609

Source: Form D, filed Sep 6, 2019. 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 Exchange, L.L.C. Executive
N/A Sun Belt Multifamily Portfolio, 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