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: 0001767656-19-000007 (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 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:

05/28/2019
First Sale Date:

03/01/2019
Offering Amount:

$89,946,980
Amount Sold:

$29,817,408
Amount Remaining:

$60,129,572
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
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
Patrick Conway	1337831	Investacorp, Inc.	7684	IL
Peter Fisher	1259923	Investacorp, Inc.	7684	IL
Julienne Riddell	5682274	McDermott Investment Services, LLC	154926	FL
John Ariola	2143300	Lincoln Financial Advisors	3978	NY
Kenneth Ulrich	1017571	Lincoln Financial Advisors	3978	NY
Bruce Wellings	4436815	1st Global Capital Corporation	30349	CA
Ronald Strasburg	1141392	Lincoln Financial Securities Corp	3870	IN
Kevin Sweeney	4281256	1st Global Capital Corporation	30349	CA
Justin Lowy	5935993	Crown Capital Securities L.P.	6312	CA
William Morrow	836500	Concorde Investment Services, LLC	151604	CA
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
John Pinnock	1880929	Commonwealth Financial Network	8032	UT
Jared Horner	3116441	Commonwealth Financial Network	8032	UT
David Nelson	2120855	Cambridge Investment Research	39453	IA
Tom Velken	1600404	Sigma Financial Corporation	14303	CA
Kyle Imholte	5448950	1st Global Capital Corporation	30349	ND
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
Caleb Tsang	5711828	1st Global Capital Corporation	30349	NV
Troy Thomas	4691720	Mc Dermott Investment Services, LLC	154926	CA
Thomas Stanley	2127985	DFPG Investments, Inc.	155576	CO
Delores Mitchell	2722419	Royal Alliance Associates, Inc.	23131	FL
Nicholas Agnone	2664405	Royal Alliance Associates, Inc.	23131	FL
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

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	2019-05-28

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