EFDID: 306431EFD: View Filing

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

Accession: 0001767656-19-000014 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
  • 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 5
    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
    Joseph E. Binder
    Executive Officer 
    Executive Vice President of the Sole Member of the Signatory Trustee
EDGAR: Offering Information
  • Accession Date:
    08/14/2019
  • First Sale Date:
    03/01/2019
  • Offering Amount:
    $89,946,980
  • Amount Sold:
    $89,608,160
  • Amount Remaining:
    $338,820
  • 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

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
Capulent LLC 155155 None None AZ, MO
Concorde Investment Services, LLC 151604 None None CA, IL, WA
Commonwealth Financial Network 8032 None None CA, GA, MN, NH, OH, UT
Cetera Advisors, LLC 10299 None None CA, IN, NE, NY, PA
Calton & Associates 20999 None None CA, FL
Woodbury Financial Services, Inc. 421 None None CA, NE, ND
H D Vest Investment Securities Inc 13686 None None CA, CO, MN, TX
Sagepoint Financial, Inc. 133763 None None CA, CO, HI, IL, KS, NV
Ameritas Investment Corp. 14869 None None CA, NE
1st Global Capital Corporation 30349 None None CA, MD, NV, NJ, NC, ND, OR
Stonecrest Capital Markets, Inc 39616 None None FL, NJ
Crown Capital Securities L.P. 6312 None None CA, NM, NY
DFPG Investments, Inc. 155576 None None CA, CO
Lincoln Financial Advisors 3978 None None CA, IL, IN, MD, MN, NY, PA, UT
Emerson Equity LLC 130032 None None CA
Investacorp, Inc. 7684 None None IL
Mc Dermott Investment Services, LLC 154926 None None CA, FL
Lincoln Financial Securities Corp 3870 None None CO, FL, IN, NC, PA
Nationwide Planning Associates, Inc 31029 None None NY, SC
NPB Financial Group, LLC 137743 None None CA
Money Concepts Capital Corp. 12963 None None KY, MO
Cambridge Investment Research 39543 None None CA, IL, IA, MD, UT
Sigma Financial Corporation 14303 None None CA, IL
Colorado Financial Service Corp 104343 None None CA, CO, MA
Royal Alliance Associates, Inc. 23131 None None CA, FL, KS, NY, TN
United Planners' Financial Services 20804 None None MD, NJ, ND
Triad Advisors, Inc. 25803 None None MN, OR, PA, TX
American Portfolios Financial Svcs 18487 None None NY
First Allied Securities Inc. 32444 None None CA, CO, MI
K Capital LLC 147191 None None CA
Centaurus Financial, Inc. 30833 None None CA
Summit Brokerage Services, Inc 34643 None None AL, CA, CO, ID, TX
Primex Prime Electronic Execution Inc 29394 None None NY
Invicta Capital LLC 288101 None None MD
Lightpath Capital Inc. 34617 None None CA
The Strategic Financial Alliance 126514 None None KS, NC
FSC Securities Corporation 7461 None None CA
Kovack Securities, Inc. 44848 None None CA
Westpark Capital Inc 39914 None None CA, RI
Winslow, Evans & Crocker 29686 None None GA
Cetera Financial Specialists LLC 10358 None None FL
Berthel Fisher & Co Financial Svcs 13609 None None PA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Sun Belt Multifamily Portfolio DST/s/ Keith D. LampiKeith D. LampiPresident and COO of the Member of the Trustee of the Issuer2019-08-14
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