Form D · Other Real Estate

Sun Belt SFR Portfolio DST

Oak Brook, IL · CIK 0001880055

Offering snapshot reported Feb 18, 2022 · SEC filing

Reported sold
$137M
Offering amount: $137M
Investors reported
226
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 25, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$68.5M$137MSep 8, 2021: $1,051,140.00Sep 8, 2021Sep 22, 2021: $8,298,492.00Oct 6, 2021: $20,028,995.00Oct 20, 2021: $46,548,000.00Nov 3, 2021: $70,703,861.00Nov 17, 2021: $108,512,604.00Dec 1, 2021: $122,564,479.00Dec 15, 2021: $128,235,130.00Dec 29, 2021: $131,684,224.00Jan 12, 2022: $132,621,678.00Jan 21, 2022: $136,561,025.00Feb 4, 2022: $136,611,025.00Feb 18, 2022: $137,048,031.00Feb 18, 2022

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$136,611,025 → $137,048,031
  • Reported investors224 → 226

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 18, 2022Amendment$137,048,031$437,006vs Feb 4, 2022226SEC filing
Feb 4, 2022Amendment$136,611,025$50,000vs Jan 21, 2022224SEC filing
Jan 21, 2022Amendment$136,561,025$3,939,347vs Jan 12, 2022223SEC filing
Jan 12, 2022Amendment$132,621,678$937,454vs Dec 29, 2021215SEC filing
Dec 29, 2021Amendment$131,684,224$3,449,094vs Dec 15, 2021212SEC filing
Dec 15, 2021Amendment$128,235,130$5,670,651vs Dec 1, 2021201SEC filing
Dec 1, 2021Amendment$122,564,479$14,051,875vs Nov 17, 2021191SEC filing
Nov 17, 2021Amendment$108,512,604$37,808,743vs Nov 3, 2021162SEC filing
Nov 3, 2021Amendment$70,703,861$24,155,861vs Oct 20, 2021127SEC filing
Oct 20, 2021Amendment$46,548,000$26,519,005vs Oct 6, 202181SEC filing
Oct 6, 2021Amendment$20,028,995$11,730,503vs Sep 22, 202138SEC filing
Sep 22, 2021Amendment$8,298,492$7,247,352vs Sep 8, 202115SEC filing
Sep 8, 2021Initial$1,051,140No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$12.2M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-412654
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.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Concorde Investment Services, LLC151604
Independent Financial Group, LLC7717
Cambridge Investment Research, Inc.39543
Emerson Equity LLC130032
National Securities Corporation7569
Lion Street Financial165828
Infinex Investments, Inc.35371
Whitehall-Parker Securities, Inc.10608
Avantax Investment Services, Inc.13686
Sagepoint Financial, Inc.133763
DAI Securities, LLC36673
Stifel, Nicolaus & Company, Incorporated793
Woodbury Financial Services, Inc.421
Arkadios Capital282710
Great Point Capital LLC114203
Cetera Advisor Networks LLC13572
International Assets Advisory, LLC10645
Thornhill Securities, Inc.22333
Purshe Kaplan Sterling Investments35747
Centaurus Financial, Inc.30833
DFPG Investments, LLC155576
JRL Capital Corporation10225
Royal Alliance Associates, Inc.23131
Securities America, Inc.10205
RCX Capital Group, LLC114290
Lightpath Capital, Inc.34617
Lincoln Financial Advisors3978
Colorado Financial Service Corporation104343
First Allied Securities, Inc.32444
American Investors Company38
Cetera Financial Specialists LLC10358
FSC Securities Corporation7461
Ameritas Investment Company, LLC14869
Lincoln Financial Securities Corporation3870
Calton & Associates, Inc.20999
Cabot Lodge Securities LLC159712
Nationwide Planning Associates Inc.31029
NexTrend Securities, Inc.43710
Paulson Investment Company5670
Saxony Securities, Inc.115547
Portsmouth Financial Services13980
Triad Advisors LLC25803
J.W. Cole Financial, Inc.124583
Muriel Siebert & Co., Inc.5376
McDermott Investment Services, LLC154926
Cetera Advisors LLC10299
Patrick Capital Markets, LLC16518
Northland Securities, Inc.40258

Source: Form D, filed Feb 18, 2022. 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 Ctc Sun Belt Sfr Portfolio, L.L.C. Executive
N/A Inland Private Capital Corporation Executive
Keith D. Lampi Executive
N/A Sun Belt Sfr Portfolio Exchange, L.L.C. Executive
N/A Sun Belt Sfr 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