View Form D - Electronic Filing Depository

Please note that there is a more recent EDGAR Submission for this offering. Click HERE for the latest submission.

EFDID: 306431EFD: View Filing

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

Accession: 0001767656-19-000009 (Raw Data) (EDGAR Files) (Form 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 4

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

Keith D. Lampi
Executive Officer
President of the Sole Member of the Signatory Trustee

EDGAR: Offering Information

Accession Date:

06/21/2019
First Sale Date:

03/01/2019
Offering Amount:

$89,946,980
Amount Sold:

$76,909,392
Amount Remaining:

$13,037,588
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

Recipient	CRD	Broker Dealer	BD CRD	States
Edward Fernandez	2956661	Capulent LLC	1555155	AZ, MO
Concorde Investment Services LLC	151604	None	None	CA, IL, WA
Commonwealth Financial Network	8032	None	None	CA, MN, NH, OH, UT
Cetera Advisors, LLC	10299	None	None	CA, IN, NE, NY, PA
John Scott	1636317	Calton & Associates	20999	FL
Michael Hall	2615957	Woodbury Financial Services, Inc.	421	NE
H D Vest Investment Securities Inc	13686	None	None	CA, CO, MN, TX
Sagepoint Financial, Inc.	133763	None	None	CA, HI, IL, KS, NV
Don Wittler	3202389	Ameritas Investment Corp.	14869	NE
1st Global Capital Corporation	30349	None	None	CA, MD, NV, NJ, NC, ND, OR
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
Crown Capital Securities L.P.	6312	None	None	CA, NM, NY
Alec Abbott	1414999	DFPG Investments, Inc.	155576	CA
Lincoln Financial Advisors	3978	None	None	CA, IL, IN, MD, NY, PA, UT
David Gillimore	4297439	Emerson Equity LLC	130032	CA
Patrick Conway	1337831	Investacorp, Inc.	7684	IL
Peter Fisher	1259923	Investacorp, Inc.	7684	IL
Julienne Riddell	5682274	McDermott Investment Services, LLC	154926	FL
Ronald Strasburg	1141392	Lincoln Financial Securities Corp	3870	CO, IN
Eric Bicknese	2829451	Nationwide Planning Associates, Inc.	31029	SC
Michael Strafford	2108900	Nationwide Planning Associates, Inc.	31029	SC
Dieter Thurow	1435375	NPB Financial Group, LLC	137743	CA
Diane Evans	2595371	Money Concepts Capital Corp.	12963	KY
Brandon Crabb	3208035	Cambridge Investment Research	39543	MD
Paul Murphy	5132291	Calton & Associates	20999	FL
David Nelson	2120855	Cambridge Investment Research	39453	IA, UT
Tom Velken	1600404	Sigma Financial Corporation	14303	CA
Kirk Dobson	4049865	Ameritas Investment Corp.	14869	CA
Christopher Riel	6222615	Ameritas Investment Corp.	14869	CA
Ronald Cole	1434325	Colorado Financial Service Corp	104343	MA
Troy Thomas	4691720	Mc Dermott Investment Services, LLC	154926	CA
Thomas Stanley	2127985	DFPG Investments, Inc.	155576	CO
Royal Alliance Associates, Inc.	23131	None	None	CA, FL, KS, NY
Keith Herman	2322605	United Planners' Financial Services	20804	NJ
Matthew Brozik	5963665	Triad Advisors, LLC	25803	MN
Timothy Harley	1096498	American Portfolios Financial Svcs	18487	NY
Roger Smith	1964274	First Allied Securities Inc.	32444	CO
Stacey Morimoto	4420782	K Capital LLC	147191	CA
Laura Collins	5438804	Lincoln Financial Securities Corp	3870	NC
Brian Vosberg	4476509	Centaurus Financial, Inc.	30833	CA
Darren Oglesby	2480135	Money Concepts Capital Corp.	12963	MO
Spencer Weston	1482772	Woodbury Financial Services, Inc.	421	CA
Daniel Pinkerton	2128422	Triad Advisors, LLLC	25803	OR
Gregory Robert Schowe	5472166	Summit Brokerage Services, Inc	34643	CO
Ryan Finch	6379871	Colorado Financial Service Corp	104343	CA
Kenneth Nelson	3231051	Cambridge Investment Research	39543	UT
Robert Pecha	5579770	Primex Prime Electronic Execution Inc	29394	NY
John Bishop	866202	Invicta Capital LLC	288101	MD
Debra Schleining	2768752	Mc Dermott Investment Services, LLC	154926	CA
Theresa Hall	1404084	United Planners' Financial Services	20804	ND
Brandon Wagner	4992650	Woodbury Financial Services, Inc.	421	ND
Allen Yee	1934271	First Allied Securities Inc.	32444	CA
John Orito	2008254	Summit Brokerage Services, Inc	34643	CA
Paul Getty	6470002	Lightpath Capital Inc.	34617	CA
Ron Selik	1616960	First Allied Securities Inc.	32444	MI
Jeremy Ftacek	4327735	Cambridge Investment Research	39543	IL
Shawn Williamson	2829022	The Strategic Financial Alliance	126514	NC
Daniel Bisese	5193830	FSC Securities Corporation	7461	CA
Daniel Mercer	6698392	Colorado Financial Service Corp	104343	CA
Fredrick Hubler	4401049	Triad Advisors, Inc.	25803	PA
Michael Karapetian	2904615	Kovack Securities, Inc.	44848	CA
David Levinson	705929	Westpark Capital Inc	39914	CA
Mark Joseph Rychel	2262582	Lincoln Financial Securities Corp	3870	FL
Dinesh Gupta	6469999	Lightpath Capital Inc.	34617	CA
David Ash	6895271	Triad Advisors, Inc.	25803	TX

EDGAR: Signatures

Issuer	Signature	Signer Name	Title	SignatureDate
Sun Belt Multifamily Portfolio DST	/s/ Keith D. Lampi	Keith D. Lampi	President of Member of Signatory Trustee of the Issuer	2019-06-21

Related EDGAR Submissions

Type	Edgar Date	EFD: Accession	Issuer	Details
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