EFDID: 306431EFD: View Filing

Issuer: Sun Belt Multifamily Portfolio DST (0001767656) - D/A

Accession: 0001767656-19-000005 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001767656
  • Entity Name:
    Sun Belt Multifamily Portfolio DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2018)
  • Address:
    C/O INLAND PRIVATE CAPITAL CORPORATION
    2901 BUTTERFIELD ROAD
    OAK BROOK, IL 60523
  • Persons:
    Related Persons 3
    n/a Inland Private Capital Corporation
    Executive Officer 
    Sponsor of the Issuer
    n/a Sun Belt Multifamily Portfolio Exchange, L.L.C.
    Executive Officer 
    Signatory Trustee of the Issuer
    n/a Sun Belt Multifamily Portfolio, L.L.C.
    Executive Officer 
    Depositor of the Issuer
EDGAR: Offering Information
  • Accession Date:
    05/01/2019
  • First Sale Date:
    03/01/2019
  • Offering Amount:
    $89,946,980
  • Amount Sold:
    $19,967,635
  • Amount Remaining:
    $69,979,345
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
  • Sales Clarification:
    Regarding Item 11, the Issuer may accept smaller Investments in the Sponsor's sole discretion
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:AL, CA, HI, IA, ID, IN, KS, KY, MD, MI, MN, MO, NC, NH, NJ, NM, OH, OR, PA, RI, TX, UT
Inactive:CO, GA, IL, ND, NE, NV, SC, TN, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Edward Fernandez 2956661 Capulent LLC 1555155 AZ, MO
Eric Scaff 5281210 Concorde Investment Services LLC 151604 CA
Jeffrey Bangerter 1687028 Concorde Investment Services LLC 151604 CA
Conrad Pensavalle Jr 717575 Commonwealth Financial Network 8032 NH
Dennis O'Connor 1595467 Cetera Advisors, LLC 10299 NY
John Scott 1636317 Calton & Associates 20999 FL
Michael Hall 2615957 Woodbury Financial Services, Inc. 421 NE
Brett Ohlen 6406246 H D Vest Investment Securities Inc 13686 CO
Thomas Goodson 1332233 Sagepoint Financial, Inc. 133763 NV
Don Wittler 3202389 Ameritas Investment Corp. 14869 NE
Robert Charlton 4410333 1st Global Capital Corporation 30349 NJ
Matthew Nielsen 2762423 Stonecrest Capital Markets, Inc 39616 FL
Deborah Stackpole 4969850 Stonecrest Capital Markets, Inc 39616 FL
Edward Kasperavich 4970038 Stonecrest Capital Markets, Inc 39616 FL
Ricky Small 1453704 Ameritas Investment Corp. 14869 NE
Jared Feldman 6701240 Crown Capital Securities L.P. 6312 CA
Alec Abbott 1414999 DFPG Investments, Inc. 155576 CA
Larry Manuel 1698280 Lincoln Financial Advisors 3978 CA
Samuel Angelo 1126535 1st Global Capital Corporation 30349 NJ
Justin Lowy 5935993 Crown Capital Securities L.P. 6312 CA
Bradford Byrns 6184132 Lincoln Financial Advisors 3978 CA
Troy Wada 5636479 Sagepoint Financial, Inc. 133763 HI
Martin Rychley 4772193 H D Vest Investment Securities Inc 13686 MN
Martin Fong 2679644 Lincoln Financial Advisors 3978 CA
Matt White 3039904 H D Vest Investment Securities Inc 13686 TX
Michael Prince 5677970 Concorde Investment Services, LLC 151604 CA, WA
Rob Stern 3147256 H D Vest Investment Securities Inc 13686 CA
David Gillimore 4297439 Emerson Equity LLC 130032 CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Sun Belt Multifamily Portfolio DST/s/ Keith D. LampiKeith D. LampiPresident of Member of Signatory Trustee of the Issuer2019-05-01
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Sep. 06, 2019 306431: 0001767656-19-000015 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $89,946,980
D/A Aug. 14, 2019 306431: 0001767656-19-000014 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $89,608,160
Remaining: $338,820
D/A Aug. 02, 2019 306431: 0001767656-19-000013 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $88,942,360
Remaining: $1,004,620
D/A Jul. 24, 2019 306431: 0001767656-19-000012 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $88,477,368
Remaining: $1,469,612
D/A Jul. 12, 2019 306431: 0001767656-19-000011 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $86,699,106
Remaining: $3,247,874
D/A Jul. 03, 2019 306431: 0001767656-19-000010 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $84,105,839
Remaining: $5,841,141
D/A Jun. 21, 2019 306431: 0001767656-19-000009 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $76,909,392
Remaining: $13,037,588
D/A Jun. 07, 2019 306431: 0001767656-19-000008 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $51,070,262
Remaining: $38,876,718
D/A May. 28, 2019 306431: 0001767656-19-000007 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $29,817,408
Remaining: $60,129,572
D/A May. 15, 2019 306431: 0001767656-19-000006 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $24,200,021
Remaining: $65,746,959
D/A May. 01, 2019 306431: 0001767656-19-000005 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $19,967,635
Remaining: $69,979,345
D/A Apr. 16, 2019 306431: 0001767656-19-000004 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $12,695,616
Remaining: $77,251,364
D/A Apr. 03, 2019 306431: 0001757500-19-000018 Sun Belt Multifamily Portfolio DST
Offer Amount: $89,946,980
Amount Sold: $3,575,840
Remaining: $86,371,140
D/A Mar. 20, 2019 306431: 0001757500-19-000014 Sun Belt Portfolio Multifamily DST
Offer Amount: $89,946,980
Amount Sold: $1,952,390
Remaining: $87,994,590
D Mar. 06, 2019 306431: 0001767656-19-000001 Sun Belt Portfolio Multifamily DST
Offer Amount: $89,946,980
Amount Sold: $801,285
Remaining: $89,145,695