Form D Raw Data - Electronic Filing Depository

EFDID: 384650EFD: Raw Data

Issuer: CX Multifamily Portfolio, DST (0001872631) - D/A

Accession: 0001872631-21-000009 () (EDGAR Files) (Form D)

Edgar Posted: Oct. 21, 2021
EFD Posted: Oct. 21, 2021

- < edgarSubmission >

< schemaVersion > X0708 </ schemaVersion >

< submissionType > D/A </ submissionType >

< testOrLive > LIVE </ testOrLive >

- < primaryIssuer >

< cik > 0001872631 </ cik >

< entityName > CX Multifamily Portfolio, DST </ entityName >

- < issuerAddress >

< street1 > 4890 WEST KENNEDY BOULEVARD </ street1 >

< street2 > SUITE 200 </ street2 >

< city > TAMPA </ city >

< stateOrCountry > FL </ stateOrCountry >

< stateOrCountryDescription > FLORIDA </ stateOrCountryDescription >

< zipCode > 33609 </ zipCode >

</ issuerAddress >

< issuerPhoneNumber > (813) 281-1023 </ issuerPhoneNumber >

< jurisdictionOfInc > DELAWARE </ jurisdictionOfInc >

- < issuerPreviousNameList >

< value > None </ value >

</ issuerPreviousNameList >

- < edgarPreviousNameList >

< value > None </ value >

</ edgarPreviousNameList >

< entityType > Other </ entityType >

< entityTypeOtherDesc > Delaware Statutory Trust </ entityTypeOtherDesc >

- < yearOfInc >

< withinFiveYears > true </ withinFiveYears >

< value > 2021 </ value >

</ yearOfInc >

</ primaryIssuer >

- < relatedPersonsList >

- < relatedPersonInfo >

- < relatedPersonName >

< firstName > John </ firstName >

< middleName > E. </ middleName >

< lastName > Carter </ lastName >

</ relatedPersonName >

- < relatedPersonAddress >

< street1 > 4890 West Kennedy Boulevard </ street1 >

< street2 > Suite 200 </ street2 >

< city > Tampa </ city >

< stateOrCountry > FL </ stateOrCountry >

< stateOrCountryDescription > FLORIDA </ stateOrCountryDescription >

< zipCode > 33609 </ zipCode >

</ relatedPersonAddress >

- < relatedPersonRelationshipList >

< relationship > Executive Officer </ relationship >

</ relatedPersonRelationshipList >

< relationshipClarification > President of the Manager of the Issuer </ relationshipClarification >

</ relatedPersonInfo >

- < relatedPersonInfo >

- < relatedPersonName >

< firstName > N/A </ firstName >

< lastName > Carter Exchange Fund Management Company, LLC </ lastName >

</ relatedPersonName >

- < relatedPersonAddress >

< street1 > 4890 West Kennedy Boulevard </ street1 >

< street2 > Suite 200 </ street2 >

< city > Tampa </ city >

< stateOrCountry > FL </ stateOrCountry >

< stateOrCountryDescription > FLORIDA </ stateOrCountryDescription >

< zipCode > 33609 </ zipCode >

</ relatedPersonAddress >

- < relatedPersonRelationshipList >

< relationship > Executive Officer </ relationship >

</ relatedPersonRelationshipList >

< relationshipClarification > Sponsor of the Issuer </ relationshipClarification >

</ relatedPersonInfo >

- < relatedPersonInfo >

- < relatedPersonName >

< firstName > N/A </ firstName >

< lastName > CX Multifamily Portfolio Manager, LLC </ lastName >

</ relatedPersonName >

- < relatedPersonAddress >

< street1 > 4890 West Kennedy Boulevard </ street1 >

< street2 > Suite 200 </ street2 >

< city > Tampa </ city >

< stateOrCountry > FL </ stateOrCountry >

< stateOrCountryDescription > FLORIDA </ stateOrCountryDescription >

< zipCode > 33609 </ zipCode >

</ relatedPersonAddress >

- < relatedPersonRelationshipList >

< relationship > Executive Officer </ relationship >

</ relatedPersonRelationshipList >

< relationshipClarification > Manager and Signatory Trustee of the Issuer </ relationshipClarification >

</ relatedPersonInfo >

- < relatedPersonInfo >

- < relatedPersonName >

< firstName > N/A </ firstName >

< lastName > CX Multifamily Portfolio Depositor, LLC </ lastName >

</ relatedPersonName >

- < relatedPersonAddress >

< street1 > 4890 West Kennedy Boulevard </ street1 >

< street2 > Suite 200 </ street2 >

< city > Tampa </ city >

< stateOrCountry > FL </ stateOrCountry >

< stateOrCountryDescription > FLORIDA </ stateOrCountryDescription >

< zipCode > 33609 </ zipCode >

</ relatedPersonAddress >

- < relatedPersonRelationshipList >

< relationship > Executive Officer </ relationship >

</ relatedPersonRelationshipList >

< relationshipClarification > Depositor of the Issuer </ relationshipClarification >

</ relatedPersonInfo >

</ relatedPersonsList >

- < offeringData >

- < industryGroup >

< industryGroupType > Other Real Estate </ industryGroupType >

</ industryGroup >

- < issuerSize >

< revenueRange > Decline to Disclose </ revenueRange >

</ issuerSize >

- < federalExemptionsExclusions >

< item > 06b </ item >

</ federalExemptionsExclusions >

- < typeOfFiling >

- < newOrAmendment >

< isAmendment > true </ isAmendment >

< previousAccessionNumber > 0001872631-21-000008 </ previousAccessionNumber >

</ newOrAmendment >

- < dateOfFirstSale >

< value > 2021-07-20 </ value >

</ dateOfFirstSale >

</ typeOfFiling >

- < durationOfOffering >

< moreThanOneYear > false </ moreThanOneYear >

</ durationOfOffering >

- < typesOfSecuritiesOffered >

< isEquityType > true </ isEquityType >

< isPooledInvestmentFundType > true </ isPooledInvestmentFundType >

</ typesOfSecuritiesOffered >

- < businessCombinationTransaction >

< isBusinessCombinationTransaction > false </ isBusinessCombinationTransaction >

< clarificationOfResponse />

</ businessCombinationTransaction >

< minimumInvestmentAccepted > 25000 </ minimumInvestmentAccepted >

- < salesCompensationList >

- < recipient >

< recipientName > Stacey Morimoto </ recipientName >

< recipientCRDNumber > 4420782 </ recipientCRDNumber >

< associatedBDName > Stax Capital </ associatedBDName >

< associatedBDCRDNumber > 300607 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 4901 Morena Boulevard </ street1 >

< street2 > Suite 121 </ street2 >

< city > San Diego </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92117 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

< state > NV </ state >

< description > NEVADA </ description >

< state > WA </ state >

< description > WASHINGTON </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Anthony Brown </ recipientName >

< recipientCRDNumber > 6900485 </ recipientCRDNumber >

< associatedBDName > Stax Capital </ associatedBDName >

< associatedBDCRDNumber > 300607 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 4901 Morena Boulevard </ street1 >

< street2 > Suite 121 </ street2 >

< city > San Diego </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92117 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

< state > NV </ state >

< description > NEVADA </ description >

< state > WA </ state >

< description > WASHINGTON </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Roger Bowlin </ recipientName >

< recipientCRDNumber > 1905652 </ recipientCRDNumber >

< associatedBDName > Aurora Securities </ associatedBDName >

< associatedBDCRDNumber > 46147 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 2731 77th Avenue SE </ street1 >

< street2 > Suite 100 </ street2 >

< city > Mercer Island </ city >

< stateOrCountry > WA </ stateOrCountry >

< stateOrCountryDescription > WASHINGTON </ stateOrCountryDescription >

< zipCode > 98040 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

< state > MN </ state >

< description > MINNESOTA </ description >

< state > WA </ state >

< description > WASHINGTON </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Zach Brough </ recipientName >

< recipientCRDNumber > 5674690 </ recipientCRDNumber >

< associatedBDName > Emerson Equity LLC </ associatedBDName >

< associatedBDCRDNumber > 130032 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 7960 B Soquel Drive </ street1 >

< street2 > Suite 253 </ street2 >

< city > Aptos </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 95003 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Benjamin Carmona </ recipientName >

< recipientCRDNumber > 5120428 </ recipientCRDNumber >

< associatedBDName > Emerson Equity LLC </ associatedBDName >

< associatedBDCRDNumber > 130032 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 9940 Research Drive </ street1 >

< street2 > Suite 200 </ street2 >

< city > Irvine </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92618 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > TX </ state >

< description > TEXAS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Josh Stivers </ recipientName >

< recipientCRDNumber > 5708565 </ recipientCRDNumber >

< associatedBDName > Kalos Capital, Inc. </ associatedBDName >

< associatedBDCRDNumber > 44337 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 2806 Flintrock Trace </ street1 >

< street2 > Suite A203 </ street2 >

< city > Austin </ city >

< stateOrCountry > TX </ stateOrCountry >

< stateOrCountryDescription > TEXAS </ stateOrCountryDescription >

< zipCode > 78738 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > TX </ state >

< description > TEXAS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Nathan Kuhn </ recipientName >

< recipientCRDNumber > 4624143 </ recipientCRDNumber >

< associatedBDName > DAI Securities, LLC </ associatedBDName >

< associatedBDCRDNumber > 36673 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 120 W. Eastman Street </ street1 >

< street2 > #300 </ street2 >

< city > Arlington Heights </ city >

< stateOrCountry > IL </ stateOrCountry >

< stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >

< zipCode > 60004 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > IL </ state >

< description > ILLINOIS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Scott Sheehan </ recipientName >

< recipientCRDNumber > 2328614 </ recipientCRDNumber >

< associatedBDName > DFPG Investments, LLC </ associatedBDName >

< associatedBDCRDNumber > 155576 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 240 Hudson Street </ street1 >

< city > Cornwall-On-Hudson </ city >

< stateOrCountry > NY </ stateOrCountry >

< stateOrCountryDescription > NEW YORK </ stateOrCountryDescription >

< zipCode > 12520 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > DC </ state >

< description > DISTRICT OF COLUMBIA </ description >

< state > MA </ state >

< description > MASSACHUSETTS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Troy Thomas </ recipientName >

< recipientCRDNumber > 4691720 </ recipientCRDNumber >

< associatedBDName > McDermott Investment Services, LLC </ associatedBDName >

< associatedBDCRDNumber > 154926 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 101 Main Street </ street1 >

< street2 > Suite 260 </ street2 >

< city > Huntington Beach </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92648 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > David Levinson </ recipientName >

< recipientCRDNumber > 705929 </ recipientCRDNumber >

< associatedBDName > American Trust Investment Services, Inc. </ associatedBDName >

< associatedBDCRDNumber > 3001 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 4722 Main Street </ street1 >

< city > Lisle </ city >

< stateOrCountry > IL </ stateOrCountry >

< stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >

< zipCode > 60532 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > AK </ state >

< description > ALASKA </ description >

< state > CA </ state >

< description > CALIFORNIA </ description >

< state > FL </ state >

< description > FLORIDA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Ed Fernandez </ recipientName >

< recipientCRDNumber > 2956661 </ recipientCRDNumber >

< associatedBDName > Capulent LLC </ associatedBDName >

< associatedBDCRDNumber > 155155 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 2603 Main Street </ street1 >

< street2 > Suite 1050 </ street2 >

< city > Irvine </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92614 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > MO </ state >

< description > MISSOURI </ description >

< state > NJ </ state >

< description > NEW JERSEY </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Randy Barmache </ recipientName >

< recipientCRDNumber > 4607939 </ recipientCRDNumber >

< associatedBDName > American Trust Investment Services, Inc. </ associatedBDName >

< associatedBDCRDNumber > 3001 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 501 N. El Camino Real </ street1 >

< street2 > #211 </ street2 >

< city > San Clemente </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92672 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > R. Scott Cramer </ recipientName >

< recipientCRDNumber > 1350242 </ recipientCRDNumber >

< associatedBDName > Kalos Capital, Inc. </ associatedBDName >

< associatedBDCRDNumber > 44337 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 800 N. Maitland Avenue </ street1 >

< street2 > Suite 204 </ street2 >

< city > Maitland </ city >

< stateOrCountry > FL </ stateOrCountry >

< stateOrCountryDescription > FLORIDA </ stateOrCountryDescription >

< zipCode > 32751 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > FL </ state >

< description > FLORIDA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Thomas Rauchegger </ recipientName >

< recipientCRDNumber > 5156496 </ recipientCRDNumber >

< associatedBDName > Kalos Capital, Inc. </ associatedBDName >

< associatedBDCRDNumber > 44337 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 800 N. Maitland Avenue </ street1 >

< street2 > Suite 204 </ street2 >

< city > Maitland </ city >

< stateOrCountry > FL </ stateOrCountry >

< stateOrCountryDescription > FLORIDA </ stateOrCountryDescription >

< zipCode > 32751 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > FL </ state >

< description > FLORIDA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Amr Tenney </ recipientName >

< recipientCRDNumber > 5506866 </ recipientCRDNumber >

< associatedBDName > Thornhill Securities, Inc. </ associatedBDName >

< associatedBDCRDNumber > 22333 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 400 W. 15th Street </ street1 >

< street2 > Suite 700 </ street2 >

< city > Austin </ city >

< stateOrCountry > TX </ stateOrCountry >

< stateOrCountryDescription > TEXAS </ stateOrCountryDescription >

< zipCode > 78701 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Deborah Stackpole </ recipientName >

< recipientCRDNumber > 4969850 </ recipientCRDNumber >

< associatedBDName > Stonecrest Capital Markets, Inc. </ associatedBDName >

< associatedBDCRDNumber > 39616 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 45 N. Broad </ street1 >

< street2 > Suite 401 </ street2 >

< city > Ridgewood </ city >

< stateOrCountry > NJ </ stateOrCountry >

< stateOrCountryDescription > NEW JERSEY </ stateOrCountryDescription >

< zipCode > 07450 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > NV </ state >

< description > NEVADA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Edward Kasperavich </ recipientName >

< recipientCRDNumber > 4970038 </ recipientCRDNumber >

< associatedBDName > Stonecrest Capital Markets, Inc. </ associatedBDName >

< associatedBDCRDNumber > 39616 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 45 N. Broad </ street1 >

< street2 > Suite 401 </ street2 >

< city > Ridgewood </ city >

< stateOrCountry > NJ </ stateOrCountry >

< stateOrCountryDescription > NEW JERSEY </ stateOrCountryDescription >

< zipCode > 07450 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > NV </ state >

< description > NEVADA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Mike Bendix </ recipientName >

< recipientCRDNumber > 5379777 </ recipientCRDNumber >

< associatedBDName > DFPG Investments, LLC </ associatedBDName >

< associatedBDCRDNumber > 155576 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 5531 Cancha De Golf </ street1 >

< street2 > Suite 201 </ street2 >

< city > Rancho Santa Fe </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92091 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CO </ state >

< description > COLORADO </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Luke Lofman </ recipientName >

< recipientCRDNumber > 5718121 </ recipientCRDNumber >

< associatedBDName > Patrick Capital Markets, LLC </ associatedBDName >

< associatedBDCRDNumber > 16518 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 115 Wilcox Street </ street1 >

< street2 > Suite 220 </ street2 >

< city > Castle Rock </ city >

< stateOrCountry > CO </ stateOrCountry >

< stateOrCountryDescription > COLORADO </ stateOrCountryDescription >

< zipCode > 80104 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > TX </ state >

< description > TEXAS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Jason Vanclef </ recipientName >

< recipientCRDNumber > 5096529 </ recipientCRDNumber >

< associatedBDName > American Trust Investment Services, Inc. </ associatedBDName >

< associatedBDCRDNumber > 3001 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 8107 Loyola Boulevard </ street1 >

< city > Los Angeles </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 90045 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > David Kangas </ recipientName >

< recipientCRDNumber > 6591398 </ recipientCRDNumber >

< associatedBDName > Wealthforge Securities, LLC </ associatedBDName >

< associatedBDCRDNumber > 152550 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 738 E. Chapman Avenue </ street1 >

< city > Orange </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92866 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > NY </ state >

< description > NEW YORK </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Amanda Steele </ recipientName >

< recipientCRDNumber > 6566472 </ recipientCRDNumber >

< associatedBDName > McDermott Investment Services, LLC </ associatedBDName >

< associatedBDCRDNumber > 154926 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 3325 Turnbridge Drive </ street1 >

< city > Raleigh </ city >

< stateOrCountry > NC </ stateOrCountry >

< stateOrCountryDescription > NORTH CAROLINA </ stateOrCountryDescription >

< zipCode > 27609 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > NC </ state >

< description > NORTH CAROLINA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Concorde Investment Services, LLC </ recipientName >

< recipientCRDNumber > 151604 </ recipientCRDNumber >

< associatedBDName > None </ associatedBDName >

< associatedBDCRDNumber > None </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 19500 Victor Parkway </ street1 >

< street2 > Suite 550 </ street2 >

< city > Livonia </ city >

< stateOrCountry > MI </ stateOrCountry >

< stateOrCountryDescription > MICHIGAN </ stateOrCountryDescription >

< zipCode > 48152 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > AZ </ state >

< description > ARIZONA </ description >

< state > CA </ state >

< description > CALIFORNIA </ description >

< state > MA </ state >

< description > MASSACHUSETTS </ description >

< state > MO </ state >

< description > MISSOURI </ description >

< state > OR </ state >

< description > OREGON </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Ehud Gersten </ recipientName >

< recipientCRDNumber > 7066119 </ recipientCRDNumber >

< associatedBDName > Emerson Equity LLC </ associatedBDName >

< associatedBDCRDNumber > 130032 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 9940 Research Drive </ street1 >

< street2 > Suite 200 </ street2 >

< city > Irvine </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92618 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > IL </ state >

< description > ILLINOIS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Quinn Morimoto </ recipientName >

< recipientCRDNumber > 7140545 </ recipientCRDNumber >

< associatedBDName > Stax Capital </ associatedBDName >

< associatedBDCRDNumber > 300607 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 7960 Entrada Laranja </ street1 >

< city > San Diego </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92127 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Brad Watt </ recipientName >

< recipientCRDNumber > 2565438 </ recipientCRDNumber >

< associatedBDName > Patrick Capital Markets, LLC </ associatedBDName >

< associatedBDCRDNumber > 16518 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 115 Wilcox Street </ street1 >

< street2 > Suite 220 </ street2 >

< city > Castle Rock </ city >

< stateOrCountry > CO </ stateOrCountry >

< stateOrCountryDescription > COLORADO </ stateOrCountryDescription >

< zipCode > 80104 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > OR </ state >

< description > OREGON </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Growth Capital Services, Inc. </ recipientName >

< recipientCRDNumber > 124658 </ recipientCRDNumber >

< associatedBDName > None </ associatedBDName >

< associatedBDCRDNumber > None </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 9032 Soquel Drive </ street1 >

< city > Aptos </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 950003 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

< state > CT </ state >

< description > CONNECTICUT </ description >

< state > MA </ state >

< description > MASSACHUSETTS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Ivan West </ recipientName >

< recipientCRDNumber > 4921015 </ recipientCRDNumber >

< associatedBDName > American Trust Investment Services, Inc. </ associatedBDName >

< associatedBDCRDNumber > 3001 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 4722 Main Street </ street1 >

< city > Lisle </ city >

< stateOrCountry > IL </ stateOrCountry >

< stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >

< zipCode > 60532 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > MA </ state >

< description > MASSACHUSETTS </ description >

< state > UT </ state >

< description > UTAH </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > James Raine </ recipientName >

< recipientCRDNumber > 2360466 </ recipientCRDNumber >

< associatedBDName > DFPG Investments, LLC </ associatedBDName >

< associatedBDCRDNumber > 155576 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 501 Main Street </ street1 >

< street2 > Suite B </ street2 >

< city > Windsor </ city >

< stateOrCountry > CO </ stateOrCountry >

< stateOrCountryDescription > COLORADO </ stateOrCountryDescription >

< zipCode > 80550 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CO </ state >

< description > COLORADO </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Rena Morris </ recipientName >

< recipientCRDNumber > 4867589 </ recipientCRDNumber >

< associatedBDName > Emerson Equity LLC </ associatedBDName >

< associatedBDCRDNumber > 130032 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 9940 Research Drive </ street1 >

< street2 > Suite 200 </ street2 >

< city > Irvine </ city >

< stateOrCountry > CA </ stateOrCountry >

< stateOrCountryDescription > CALIFORNIA </ stateOrCountryDescription >

< zipCode > 92618 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Taylor Garrett </ recipientName >

< recipientCRDNumber > 4829547 </ recipientCRDNumber >

< associatedBDName > Orchard Securities, LLC </ associatedBDName >

< associatedBDCRDNumber > 133378 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 365 Garden Grove Lane </ street1 >

< street2 > Suite 100 </ street2 >

< city > Pleasant Grove </ city >

< stateOrCountry > UT </ stateOrCountry >

< stateOrCountryDescription > UTAH </ stateOrCountryDescription >

< zipCode > 84062 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > UT </ state >

< description > UTAH </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Vincent Bailey, Sr. </ recipientName >

< recipientCRDNumber > 1845517 </ recipientCRDNumber >

< associatedBDName > Berthel, Fisher & Company Financial Services, Inc. </ associatedBDName >

< associatedBDCRDNumber > 13609 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 22 S. Fourth Street </ street1 >

< street2 > Suite A-1 </ street2 >

< city > Geneva </ city >

< stateOrCountry > IL </ stateOrCountry >

< stateOrCountryDescription > ILLINOIS </ stateOrCountryDescription >

< zipCode > 60134 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > IL </ state >

< description > ILLINOIS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Taylor Ashland </ recipientName >

< recipientCRDNumber > 5732470 </ recipientCRDNumber >

< associatedBDName > DFPG Investments, LLC </ associatedBDName >

< associatedBDCRDNumber > 155576 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 670 Superior Court </ street1 >

< street2 > Suite 210 </ street2 >

< city > Medford </ city >

< stateOrCountry > OR </ stateOrCountry >

< stateOrCountryDescription > OREGON </ stateOrCountryDescription >

< zipCode > 97504 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > OR </ state >

< description > OREGON </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Peter Roberts </ recipientName >

< recipientCRDNumber > 6982848 </ recipientCRDNumber >

< associatedBDName > Wealthforge Securities, LLC </ associatedBDName >

< associatedBDCRDNumber > 152550 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 3015 W. Moore Street </ street1 >

< street2 > Suite 102 </ street2 >

< city > Richmond </ city >

< stateOrCountry > VA </ stateOrCountry >

< stateOrCountryDescription > VIRGINIA </ stateOrCountryDescription >

< zipCode > 23230 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > TX </ state >

< description > TEXAS </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

- < recipient >

< recipientName > Clay Schmidt </ recipientName >

< recipientCRDNumber > 6920482 </ recipientCRDNumber >

< associatedBDName > Thornhill Securities, Inc. </ associatedBDName >

< associatedBDCRDNumber > 22333 </ associatedBDCRDNumber >

- < recipientAddress >

< street1 > 400 W. 15th Street </ street1 >

< street2 > Suite 700 </ street2 >

< city > Austin </ city >

< stateOrCountry > TX </ stateOrCountry >

< stateOrCountryDescription > TEXAS </ stateOrCountryDescription >

< zipCode > 78701 </ zipCode >

</ recipientAddress >

- < statesOfSolicitationList >

< state > CA </ state >

< description > CALIFORNIA </ description >

</ statesOfSolicitationList >

< foreignSolicitation > false </ foreignSolicitation >

</ recipient >

</ salesCompensationList >

- < offeringSalesAmounts >

< totalOfferingAmount > 67319313 </ totalOfferingAmount >

< totalAmountSold > 36145141 </ totalAmountSold >

< totalRemaining > 31174172 </ totalRemaining >

< clarificationOfResponse > Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. </ clarificationOfResponse >

</ offeringSalesAmounts >

- < investors >

< hasNonAccreditedInvestors > false </ hasNonAccreditedInvestors >

< totalNumberAlreadyInvested > 81 </ totalNumberAlreadyInvested >

</ investors >

- < salesCommissionsFindersFees >

- < salesCommissions >

< dollarAmount > 6227036 </ dollarAmount >

< isEstimate > true </ isEstimate >

</ salesCommissions >

- < findersFees >

< dollarAmount > 0 </ dollarAmount >

< isEstimate > true </ isEstimate >

</ findersFees >

< clarificationOfResponse > Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid. </ clarificationOfResponse >

</ salesCommissionsFindersFees >

- < useOfProceeds >

- < grossProceedsUsed >

< dollarAmount > 3427993 </ dollarAmount >

< isEstimate > true </ isEstimate >

</ grossProceedsUsed >

< clarificationOfResponse > Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. </ clarificationOfResponse >

</ useOfProceeds >

- < signatureBlock >

< authorizedRepresentative > false </ authorizedRepresentative >

- < signature >

< issuerName > CX Multifamily Portfolio, DST </ issuerName >

< signatureName > /s/ Robert Dallas Whitaker, Jr </ signatureName >

< nameOfSigner > Robert Dallas Whitaker, Jr. </ nameOfSigner >

< signatureTitle > Vice President of the Manager of the Issuer </ signatureTitle >

< signatureDate > 2021-10-21 </ signatureDate >

</ signature >

</ signatureBlock >

</ offeringData >

</ edgarSubmission >