EFDID: 539621EFD: View Filing

Issuer: National Senior Living Portfolio DST (0002047579) - D/A

Accession: 0002047579-25-000003 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
  • Entity Name:
    National Senior Living Portfolio DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2024)
  • Address:
    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 National Senior Living Portfolio Exchange, L.L.C.
    Executive Officer 
    Parent Signatory Trustee of Issuer
    N/A National Senior Living Portfolio, L.L.C.
    Executive Officer 
    Parent Depositor of Issuer
    Keith D. Lampi
    Executive Officer 
    President and CEO of Sponsor of the Issuer
EDGAR: Offering Information
  • Accession Date:
    10/02/2025
  • First Sale Date:
    11/26/2024
  • Offering Amount:
    $149,015,215
  • Amount Sold:
    $149,015,215
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
EFD: Current State Notices

Notices found in EFD

Filed:None
Inactive:AL, AR, AZ, CA, CO, CT, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Inland Securities Corporation 15807 None None All States
Emerson Equity LLC 130032 None None AR, CA, CO, MA
DFPG Investments, LLC 155576 None None HI, MA, OR
Osaic Wealth, Inc. 23131 None None AR, CA, CO, FL, HI, IL, IA, KS, MA, MN, MO, NV, NJ, NY, NC, OH, PA, SC, VA, WI
M. S. Howells & Co. 104100 None None AZ, CA
Cambridge Investment Research, Inc. 39543 None None AL, CT, MN, NJ, NY, OH, UT, VA, WA
Concorde Investment Services, LLC 151604 None None AL, AZ, CA, CO, FL, KY, LA, NY, OR, PA, WI
Avantax Investment Services, Inc. 13686 None None AZ, AR, CA, FL, GA, IL, LA, MN, NY, NC, TX, WA
World Equity Group, Inc. 29087 None None NE
Vanderbilt Securities, LLC 5953 None None IN
Nationwide Planning Associates Inc. 31029 None None NJ
LPL Financial LLC 6413 None None CA, CO, CT, FL, GA, HI, ID, MD, MI, NH, NM, NC, TX, WA, WI
Stonecrest Capital Markets, Inc. 39616 None None NY
Purshe Kaplan Sterling Investments 35747 None None CA, NY
Great Point Capital LLC 114203 None None DE
Stifel, Nicolaus & Company, Incorporated 793 None None AZ, AR, CA, GA, MS, TX
Cetera Advisor Networks, LLC 13572 None None CO, FL, NC, WA
Lion Street Financial, LLC 165838 None None CA
DAI Securities, LLC 36673 None None CA, GA, IL, NJ, NY
Realized Financial, Inc. 22333 None None CA, CO, TX
Cetera Investment Services LLC 15340 None None TN
Madison Avenue Securities, LLC 23224 None None TX
Alexander Capital, L.P. 40077 None None CA
Arete Wealth Management, LLC 44856 None None CA
Osaic Institutions, INc. 35371 None None MA
Arkadios Capital 282710 None None GA
American Investors Co, L.S.Y., Inc. 38 None None CA
Independent Financial Group, LLC 7717 None None WI
Cadaret, Grant & Co., Inc. 10641 None None NY
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
National Senior Living Portfolio DSTKeith D. LampiKeith D. LampiPresident and CEO of Sponsor of the Issuer2025-10-02
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Oct. 02, 2025 539621: 0002047579-25-000003 National Senior Living Portfolio DST
Offer Amount: $149,015,215
Amount Sold: $149,015,215
D/A Jun. 13, 2025 539621: 0002047579-25-000002 National Senior Living Portfolio DST
Offer Amount: $149,015,215
Amount Sold: $119,781,840
Remaining: $29,233,375
D Dec. 06, 2024 539621: 0002047579-24-000001 National Senior Living Portfolio DST
Offer Amount: $149,015,215
Amount Sold: $201,400
Remaining: $148,813,815