PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:02 AM ET

Sponsor Check › Sponsor group

I

Inland

One sponsor team, 167 deal companies · Oak Brook, IL

Grouped because: 46 shared people, 5 shared management entities, same business address (166 issuers), similar issuer names (92) (automatic match from the filings) · not the same sponsor?

167deal companies
$8.32Breported sold
23,746investors
1,162Form D filings
2009–2026active
8new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 21, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: Oct 23, 2026, 11:55 PM ET

The short version

Inland is a sponsor group of 167 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity; automatic match from the filings), filing 1,162 Form D filings between Jul 2009 and Oct 2026.

What this means One team, 167 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $8.32B to 23,746 investors (latest filing per issuer). Industries as reported: Other Real Estate (150), REITS and Finance (8), Residential (5), Commercial (3) and 1 more. Issuers are based in IL (167).

What this means $8.32B raised across the group, about $350K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Inland Private Capital Corporation (146 issuers, executive officer and promoter, entity), Keith D. Lampi (93 issuers, executive officer and director), Keith Lampi (22 issuers, executive officer and director), Matthew Fries (13 issuers, executive officer), Roberta S Matlin (13 issuers, executive officer, director, and promoter) and 351 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 8 new offerings in the last 12 months; latest filing Oct 21, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 2 court cases matching the name, 4 bankruptcy cases matching the name, 9 property records listed in Key records below.

What this means 15 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 1,162 public filings for Inland and found 5 differences, 2 worth asking the sponsor about: Paid seller listed without a CRD number: Blue Trust, Inc; 11 people are no longer listed on a later amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Inland has not run yet — it is joining a line of 5,006 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

2 cases: 2 dismissed

Government Employees Insurance Company v. Quality Custom Medical Supply, Inc. dismissed
District Court, E.D. New York · No. 1:18-cv-02186 · Filed Apr 12, 2018 · Closed Jul 25, 2018 · Nature of suit: 370 Fraud or Truth-In-Lending · Cause: 28:1332 Diversity-Fraud
Role of Government Employees Insurance Company v. Quality Custom Medical Supply, Inc.: Party · Outcome: Terminated 2018-07-25 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
Payne v. Inland Corporation dismissed matched at sponsor-group level (Inland)
District Court, S.D. Ohio · No. 3:02-cv-00509 · Filed Nov 1, 2002 · Closed Jan 2, 2003 · Nature of suit: 370 Other fraud
Role of Inland Corporation: Defendant · Outcome: Terminated 2003-01-02 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OH (not the issuer's state); filed 2002, issuer incorporated 2009
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 11:55 PM ET for 2 of 167 issuers.

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

Searched so far: 2 of 167 issuers in this group; 165 still to be searched. Results are added automatically.

3. Bankruptcies

4 cases: 4 closed (disposition not in docket feed)

Spicer v. Midtown Investments, LLC dba Custom Medical Soluti closed
United States Bankruptcy Court, N.D. Texas · No. 10-04161 · Filed Sep 17, 2010 · Closed Aug 31, 2011 · Nature of suit: 13 Recovery of money/property - 548 fraudulent transfer
Role of Spicer v. Midtown Investments, LLC dba Custom Medical Soluti: Party · Outcome: Case closed 2011-08-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Texas Custom Storage LLC closed
United States Bankruptcy Court, W.D. Texas · No. 08-10430 · Filed Mar 4, 2008 · Closed Jan 9, 2009
Role of Texas Custom Storage LLC: Party · Outcome: Case closed 2009-01-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Frentz v. Inland Inc closed matched at sponsor-group level (Inland)
United States Bankruptcy Court, W.D. Kentucky · No. 07-03546 · Filed Oct 25, 2007 · Closed Feb 27, 2008
Role of Inland Inc: Defendant · Outcome: Case closed 2008-02-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in KY (not the issuer's state)
Ispat/Inland, Inc. v. Ward closed matched at sponsor-group level (Inland)
United States Bankruptcy Court, N.D. Indiana · No. 01-06302 · Filed Dec 18, 2001 · Closed Apr 24, 2003
Role of Inland, Inc.: Plaintiff · Outcome: Case closed 2003-04-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IN (not the issuer's state); filed 2001, issuer incorporated 2009
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5 differences found between the filings for Inland — 2 worth asking about (compared the newest 50 of 1,162 filings on Oct 24, 2026; older filings not covered)

Worth asking · Aug 13, 2025 – Mar 9, 2026

Paid seller listed without a CRD number: Blue Trust, Inc. — Wheaton Multifamily DST

Blue Trust, Inc. is listed as receiving sales compensation on 5 filings (Aug 13, 2025 to Mar 9, 2026) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Sources
Worth asking · Mar 8, 2023 – Oct 20, 2026

11 people are no longer listed on a later amendment

Keith S. Lampi is no longer listed on the Oct 20, 2026 amendment — Inland NJ Senior Living DST · Keith D. Lampi is no longer listed on the Apr 30, 2026 amendment — Zero Coupon Essential Portfolio II DST · Ella S. Neyland is no longer listed on the Mar 20, 2026 amendment — Inland Jersey City Multifamily DST · Ella S. Neyland is no longer listed on the Mar 20, 2026 amendment — Union Multifamily DST · Keith D. Lampi is no longer listed on the Mar 13, 2026 amendment — Inland ALT Senior Living DST · and 6 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Sources
Note · Feb 20, 2026 – Mar 9, 2026

Form D filed 17 days after the first sale — Inland Student Housing Portfolio DST

The filing says the first sale was Feb 20, 2026. The Form D was filed Mar 9, 2026 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Jul 1, 2010 – Oct 21, 2026

Member companies were formed in 2 different states

Delaware (164), Maryland (3) — out of 167 member issuers. The odd ones out: InPoint Commercial Real Estate Income, Inc. (Maryland); MH Ventures Fund II, Inc. (Maryland); IPC Alternative Real Estate Income Trust, Inc. (Maryland).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Sources
Note · Dec 31, 2025

Issuer used a different name before — IPC Alternative Real Estate Income Trust, Inc.

SEC records list prior names for this filer: Inland Private Capital Alternative Assets Fund, LLC. The current name on file is "IPC Alternative Real Estate Income Trust, Inc.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 1,162 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

162 of 170 offerings report sales commissions totalling $669,541,979; 0 report finder's fees; 157 report proceeds to related persons totalling $583,461,067. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 21, 2026 D/A
Inland Long Island Residential DST
File 021-575818
$8,498,969 (est.)$0 (est.)$6,799,456 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may be accrue to one or more Related Persons.
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
Stifel Nicolaus & Co., Inc. BrokerCheck CRD 793 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
1031 Securities Inc. BrokerCheck CRD 326590 ↗
American Investors Company BrokerCheck CRD 38 ↗
Private Client Services, LLC BrokerCheck CRD 120222 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Investment Security Corporation BrokerCheck CRD 47536 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
J.W. Cole Financial, Inc. BrokerCheck CRD 124583 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
MML Investors Services Inc. BrokerCheck CRD 10409 ↗
Investment Planners, Inc. BrokerCheck CRD 18557 ↗
American Investors Co Lsy Dba BrokerCheck CRD 38 ↗
Rainmaker Securities, LLC BrokerCheck CRD 132995 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
Lincoln Investment Planning, Inc. BrokerCheck CRD 519 ↗
EDGAR ↗
Oct 20, 2026 D/A
Inland NJ Senior Living DST
File 021-561429
$3,862,754 (est.)$0 (est.)$7,452,449 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and costs related to acquisition and financing that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
M. S. Howells & Co. BrokerCheck CRD 104100 ↗
First Western Securities, Inc. BrokerCheck CRD 19537 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
World Investments, LLC BrokerCheck CRD 20626 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Cetera Wealth Services, LLC BrokerCheck CRD 13572 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Kingswood Capital Partners, LLC BrokerCheck CRD 288898 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Osaic Institutions, Inc. BrokerCheck CRD 35371 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Cetera Investment Services, LLC BrokerCheck CRD 15340 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
EDGAR ↗
Sep 17, 2026 D
Inland MN Medical Apartment Development, L.L.C.
File 021-597872
$2,889,860 (est.)$0 (est.)$4,235,552 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses and Structuring Fee that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Apr 30, 2026 D/A
Zero Coupon Essential Portfolio II DST
File 021-475202
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2026 D
Inland Mokena Senior Living DST
File 021-579459
$4,342,026 (est.)$0 (est.)$5,447,592 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and costs related to acquisition that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Mar 20, 2026 D/A
Union Multifamily DST
File 021-541782
$6,610,121 (est.)$0 (est.)$4,811,422 (est.)
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.
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Avanatax Investment Services, Inc. BrokerCheck CRD 13686 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Herald & Lantern Investments, Inc. BrokerCheck CRD 30996 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Investment Planners, Inc. BrokerCheck CRD 18557 ↗
Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
M.S. Howells & Co. BrokerCheck CRD 104100 ↗
Cadaret, Grant & Co., Inc. BrokerCheck CRD 10641 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Kestra Investment Services, LLC BrokerCheck CRD 42046 ↗
Cetera Wealth Services, LLC BrokerCheck CRD 13572 ↗
Osaic Institutions, Inc. BrokerCheck CRD 35371 ↗
Stifel Independent Advisors, LLC BrokerCheck CRD 28218 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
EDGAR ↗
Mar 20, 2026 D/A
Inland Jersey City Multifamily DST
File 021-559789
$5,667,806 (est.)$0 (est.)$4,502,381 (est.)
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.
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
DFPG Investments LLC BrokerCheck CRD 155576 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
M.S. Howells & Co. BrokerCheck CRD 104100 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
Centuarus Financial, Inc. BrokerCheck CRD 30833 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Cetera Wealth Services, LLC BrokerCheck CRD 13572 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
First Western Securities, Inc. BrokerCheck CRD 19537 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
San Blas Securities LLC BrokerCheck CRD 290605 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Kestra Investment Services, LLC BrokerCheck CRD 42046 ↗
Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
EDGAR ↗
Mar 13, 2026 D/A
Inland ALT Senior Living DST
File 021-552735
$3,863,340 (est.)$0 (est.)$3,504,697 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses and costs related to acquisition that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Realta Equities, Inc. BrokerCheck CRD 23769 ↗
Nationwide Planning Associates, Inc. BrokerCheck CRD 31029 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
Osaic Institutions, Inc. BrokerCheck CRD 35371 ↗
Spire Securities, LLC BrokerCheck CRD 144131 ↗
Prospera Financial Services, Inc. BrokerCheck CRD 10740 ↗
EDGAR ↗
Mar 9, 2026 D/A
Wheaton Multifamily DST
File 021-533458
$9,520,961 (est.)$0 (est.)$4,070,956 (est.)
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.
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Chauner Securities, Inc. BrokerCheck CRD 10075 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Metric Financial, LLC BrokerCheck CRD 33324 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
D.A. Davidson & Co. BrokerCheck CRD 199 ↗
Muriel Siebert & Co., LLC BrokerCheck CRD 5376 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Geneos Wealth Management, Inc. BrokerCheck CRD 120894 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
Lodas Securities, LLC BrokerCheck CRD 313056 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Realta Equities, Inc. BrokerCheck CRD 23769 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
Nationwide Planning Associates, Inc. BrokerCheck CRD 31029 ↗
M.S. Howells & Co. BrokerCheck CRD 104100 ↗
Park Avenue Securities, Inc. BrokerCheck CRD 46173 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Blue Trust, Inc. no CRD number reported
XML Securities BrokerCheck CRD 145589 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Cetera Wealth Services, LLC BrokerCheck CRD 13572 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
Osaic Institutions, Inc. BrokerCheck CRD 35371 ↗
EDGAR ↗
Mar 9, 2026 D/A
Inland Oklahoma Student Housing DST
File 021-559800
$6,691,395 (est.)$0 (est.)$2,841,245 (est.)
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.
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
DFPG Investments LLC BrokerCheck CRD 155576 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
D.A. Davidson & Co. BrokerCheck CRD 199 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
M.S. Howells & Co. BrokerCheck CRD 104100 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
World Investments, Inc. BrokerCheck CRD 20626 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
EDGAR ↗
Mar 9, 2026 D
Inland Student Housing Portfolio DST
File 021-575891
$8,538,527 (est.)$0 (est.)$15,258,632 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and costs related to acquisition that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Feb 23, 2026 D
Inland ALT Senior Living II DST
File 021-574255
$3,538,581 (est.)$0 (est.)$3,260,622 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses and costs related to acquisition that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Feb 5, 2026 D/A
ALT Student Housing DST
File 021-519832
$6,098,964 (est.)$0 (est.)$1,794,901 (est.)
Estimate of certain fees, including Organization and Offering Expenses and reimbursement for acquisition costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Innovation Partners LLC BrokerCheck CRD 146344 ↗
United Planners' Financial Services of America a Limited Partner BrokerCheck CRD 20804 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
American Investors Company BrokerCheck CRD 38 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Moloney Securities Co., Inc. BrokerCheck CRD 38535 ↗
Realta Equities, Inc. BrokerCheck CRD 23769 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
Prospera Financial Services, Inc. BrokerCheck CRD 10740 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
EDGAR ↗
Feb 5, 2026 D
Inland Self-Storage Portfolio XXII DST
File 021-572485
$5,793,484 (est.)$0 (est.)$7,271,686 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition Cost that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
EDGAR ↗
Dec 31, 2025 D
IPC Alternative Real Estate Income Trust, Inc.
File 021-568607
$0$0$0Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Nov 3, 2025 D/A
IPC Detroit Hospitality DST
File 021-523748
$783,516 (est.)$0 (est.)$1,146,801 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses and Sponsorship Fee that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
1031 Securities Inc. BrokerCheck CRD 326590 ↗
EDGAR ↗
Nov 3, 2025 D
Inland Zero Coupon Utility DST
File 021-562827
$1,968,100 (est.)$0 (est.)$10,480,864
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition Cost that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Oct 2, 2025 D/A
National Senior Living Portfolio DST
File 021-531367
$7,450,760 (est.)$0 (est.)$13,588,537 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition and Financing that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
M. S. Howells & Co. BrokerCheck CRD 104100 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
Lion Street Financial, LLC BrokerCheck CRD 165838 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Cetera Investment Services LLC BrokerCheck CRD 15340 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗
Osaic Institutions, INc. BrokerCheck CRD 35371 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
American Investors Co, L.S.Y., Inc. BrokerCheck CRD 38 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Cadaret, Grant & Co., Inc. BrokerCheck CRD 10641 ↗
EDGAR ↗
Aug 4, 2025 D/A
Columbia SC Student Housing DST
File 021-528809
$6,437,478 (est.)$0 (est.)$8,091,224 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and reimbursement of costs related to the acquisition of the property that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
M. S. Howells & Co. BrokerCheck CRD 104100 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Arkadois Capital BrokerCheck CRD 282710 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Chanuner Securities, Inc. BrokerCheck CRD 10075 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Cetera Investment Services LLC BrokerCheck CRD 15340 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
D.A. Davidson & Co. BrokerCheck CRD 199 ↗
Realta Equities, Inc. BrokerCheck CRD 23769 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
Muriel Siebert & Co., LLC BrokerCheck CRD 5376 ↗
Sage, Rutty & Co., Inc. BrokerCheck CRD 3254 ↗
Geneos Wealth Management, Inc. BrokerCheck CRD 120894 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
EDGAR ↗
Jul 16, 2025 D/A
Minneapolis MSA Senior Living Portfolio II DST
File 021-526159
$2,801,487 (est.)$0 (est.)$4,792,804 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition and Financing that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
American Investors Company BrokerCheck CRD 38 ↗
Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Ameritas Investment Company BrokerCheck CRD 14869 ↗
Realta Equities, Inc. BrokerCheck CRD 23769 ↗
Muriel Siebert & Co., LLC BrokerCheck CRD 5376 ↗
EDGAR ↗
Apr 29, 2025 D/A
IVP MHC Fund III, LLC
File 021-489805
$634,479 (est.)$0 (est.)$3,375,000 (est.)
This is an estimate of acquisition fees (assuming no debt or other sources) and reimbursement for O&O expenses, each of which may indirectly be paid to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Innovation Partners LLC BrokerCheck CRD 146344 ↗
OSAIC FS, LLC BrokerCheck CRD 3870 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Realta Equities, Inc. BrokerCheck CRD 23769 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Rainmaker Securities, LLC BrokerCheck CRD 132995 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
EDGAR ↗
Apr 21, 2025 D/A
Zero Coupon Essential Portfolio DST
File 021-466644
$1,795,701 (est.)$0 (est.)$9,685,388 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition and Financing that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Benchmark Investments, LLC BrokerCheck CRD 103792 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
Osaic Institutions, Inc. BrokerCheck CRD 36371 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Kingswood Capital Partners, LLC BrokerCheck CRD 288898 ↗
EDGAR ↗
Apr 11, 2025 D/A
Epoch Student Housing DST
File 021-511450
$3,858,358 (est.)$0 (est.)$6,584,430 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee, Reimbursement of Acquisition Costs that may accrue to one or more related pesons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Ameritas Investment Company BrokerCheck CRD 14869 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Muriel Siebert & Co., LLC BrokerCheck CRD 5376 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Cadaret, Grant & Co., Inc. BrokerCheck CRD 10641 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Western International Securities, Inc. BrokerCheck CRD 3962 ↗
Portsmouth Financial Services BrokerCheck CRD 13980 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Osaic FA, Inc. BrokerCheck CRD 3978 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
B. Riley Wealth Management BrokerCheck CRD 2543 ↗
Cetera Investment Services LLC BrokerCheck CRD 15340 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
EDGAR ↗
Apr 11, 2025 D/A
Knoxville Student Housing DST
File 021-522713
$2,495,905 (est.)$0 (est.)$4,219,962 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses and Acquisition Fee that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Osaic Wealth, Inc. BrokerCheck CRD 1752 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Osaic FA, Inc. BrokerCheck CRD 3978 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Momentum Independent Network Inc. BrokerCheck CRD 17587 ↗
EDGAR ↗
Apr 4, 2025 D
Office Conversion Opportunity Zone, L.L.C.
File 021-542936
$1,413,474 (est.)$0 (est.)$989,431 (est.)
Estimate of certain fees and expenses including Dealer Fee, Placement Agent Fee and O&O Expenses which may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Jan 3, 2025 D/A
IPC Self-Storage Redevelopment Fund, L.L.C.
File 021-465743
$6,000,000 (est.)$0 (est.)$3,500,000 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee and O&O Expenses that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
The Strategic Financial Alliance, In. BrokerCheck CRD 126514 ↗
Rainmaker Securities LLC BrokerCheck CRD 132995 ↗
AAG Capital, Inc. BrokerCheck CRD 188 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
SCF Securities, Inc. BrokerCheck CRD 47275 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Osaic FA, Inc. BrokerCheck CRD 3978 ↗
Innovation Partners LLC BrokerCheck CRD 146344 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Osaic FS, Inc. BrokerCheck CRD 1301 ↗
EDGAR ↗
Jan 3, 2025 D/A
Self-Storage Portfolio XXI DST
File 021-516010
$1,883,499 (est.)$0 (est.)$2,459,353 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition Costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Westpark Capital, Inc. BrokerCheck CRD 39914 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
M. S. Howells & Co. BrokerCheck CRD 104100 ↗
Osaic FS, Inc. BrokerCheck CRD 3870 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Moloney Securities Co., Inc. BrokerCheck CRD 38535 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
B. Riley Wealth Management BrokerCheck CRD 2543 ↗
Osaic FA, Inc. BrokerCheck CRD 3978 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
LifeMark Securities Corp. BrokerCheck CRD 16204 ↗
Park Avenue Securities LLC BrokerCheck CRD 46173 ↗
EDGAR ↗
Aug 29, 2024 D/A
Fort Myers BTR DST
File 021-495783
$4,302,502 (est.)$0 (est.)$1,562,811 (est.)
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 of the Related Persons.
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Osaic Institutions, Inc. BrokerCheck CRD 35371 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Ausdal Financial Partners, Inc BrokerCheck CRD 7995 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
AAG Capital, Inc. BrokerCheck CRD 188 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
EDGAR ↗
Aug 29, 2024 D/A
Glendale BTR DST
File 021-507734
$5,877,928 (est.)$0 (est.)$2,367,905 (est.)
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.
M.S. Howells & Co. BrokerCheck CRD 104100 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Nationwide Planning Associates, Inc. BrokerCheck CRD 31029 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Cadaret, Grant & Co., Inc. BrokerCheck CRD 10641 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
AAG Capital, Inc. BrokerCheck CRD 188 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
XML Securities BrokerCheck CRD 145589 ↗
Metric Financial, LLC BrokerCheck CRD 33324 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
1031 Securities Inc. BrokerCheck CRD 326590 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
American Portfolios Financial Services, inc. BrokerCheck CRD 18487 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
B. Riley Wealth Management BrokerCheck CRD 2543 ↗
Realta Equities, Inc. BrokerCheck CRD 23769 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 792 ↗
EDGAR ↗
Jul 17, 2024 D/A
Minneapolis MSA Senior Living Portfolio DST
File 021-499133
$6,064,248 (est.)$0 (est.)$3,505,975 (est.)
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.
Invicta Capital LLC BrokerCheck CRD 288101 ↗
Amertias Investment Company, LLC BrokerCheck CRD 14869 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
American Investors Company BrokerCheck CRD 38 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
B.B. Graham & Company, Inc. BrokerCheck CRD 41533 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
M.S. Howells & Co. BrokerCheck CRD 104100 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
EDGAR ↗
Jun 21, 2024 D/A
IPC Industrial Portfolio DST
File 021-448280
$13,792,956 (est.)$0 (est.)$14,365,850 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition of Property that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
American Investors Company BrokerCheck CRD 38 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Chelsea Financial Services BrokerCheck CRD 47770 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
SSCF Securities, Inc. BrokerCheck CRD 47275 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Kingswood Capital Partners, LLC BrokerCheck CRD 288898 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Willow Cove Investment Group, Inc. BrokerCheck CRD 107824 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Infinex Investments, Inc. BrokerCheck CRD 35371 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
J.W. Cole Financial, Inc. BrokerCheck CRD 124583 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
LifeMark Securities Corp. BrokerCheck CRD 16204 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Lion Street Financial, LLC BrokerCheck CRD 16528 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Aegis Capital Corp. BrokerCheck CRD 15007 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Keel Point Capital, LLC BrokerCheck CRD 6769 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
Muriel Siebert & Co., LLC BrokerCheck CRD 5376 ↗
Cadaret, Grant & Co., Inc. BrokerCheck CRD 10641 ↗
J.W. Cole Financial, Inc. BrokerCheck CRD 124583 ↗
Momentum Independent Network Inc. BrokerCheck CRD 17587 ↗
AAG Capital, Inc. BrokerCheck CRD 188 ↗
EDGAR ↗
Jun 13, 2024 D/A
Chicago Healthcare MOB DST
File 021-462496
$929,488 (est.)$0 (est.)$1,075,221 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition Costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Berthel, Fisher & Company BrokerCheck CRD 13609 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Keel Point Capital, LLC BrokerCheck CRD 6769 ↗
EDGAR ↗
May 23, 2024 D/A
Zero Coupon Ann Arbor Lab DST
File 021-487895
$924,185 (est.)$0 (est.)$5,257,803 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and reimbursement of costs related to acquisition of property that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Nationwide Planning Associates, Inc. BrokerCheck CRD 31029 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Harbour Investment, Inc. BrokerCheck CRD 19258 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Innovation Partners LLC BrokerCheck CRD 146344 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Realta Equities, Inc. BrokerCheck CRD 23769 ↗
AAG Capital, Inc. BrokerCheck CRD 188 ↗
EDGAR ↗
Apr 19, 2024 D
IPC Alternative Real Estate Operating Partnership, LP
File 021-511073
$0$0$0 (est.)Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Apr 11, 2024 D/A
Irish Row Student Housing DST
File 021-500124
$1,412,627 (est.)$0 (est.)$2,513,981 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and reimbursement of costs related to acquisition of property that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
EDGAR ↗
Mar 8, 2024 D/A
IVP Milwaukee Multifamily, LLC
File 021-476804
$2,508,300 (est.)$0 (est.)$1,105,859 (est.)Inland Securities Corporation BrokerCheck CRD 15807 ↗
Cambridge Investment Research Inc. BrokerCheck CRD 39543 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
AAG Capital, Inc. BrokerCheck CRD 188 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
The Strategic Finanical Alliance, Inc. BrokerCheck CRD 126514 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Rainmaker Securities, LLC BrokerCheck CRD 132995 ↗
Landolt Securities, Inc. BrokerCheck CRD 28352 ↗
EDGAR ↗
Mar 1, 2024 D/A
Algonquin Senior Living DST
File 021-486897
$3,650,446 (est.)$0 (est.)$1,997,805 (est.)
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.
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Avantax Investment Services Inc. BrokerCheck CRD 13686 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Crescent Securities Group, Inc. BrokerCheck CRD 114993 ↗
American Investors Company BrokerCheck CRD 38 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
EDGAR ↗
Feb 1, 2024 D/A
IPC Student Housing Portfolio DST
File 021-456187
$8,197,513 (est.)$0 (est.)$12,486,248 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and reimbursement of acquisition and financing of Property that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Infinex Investments, Inc. BrokerCheck CRD 35371 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Private Client Services, LLC BrokerCheck CRD 120222 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Third Seven Capital LLC BrokerCheck CRD 160209 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
LifeMark Securities Corp. BrokerCheck CRD 16204 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
Cetera Investment Services LLC BrokerCheck CRD 15340 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Aegis Capital Corp. BrokerCheck CRD 15007 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Spire Securities, LLC BrokerCheck CRD 144131 ↗
Rainmaker Securities, LLC BrokerCheck CRD 132995 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
TFS Securities, Inc. BrokerCheck CRD 20626 ↗
Momentum Independent Network Inc. BrokerCheck CRD 17587 ↗
EDGAR ↗
Jan 3, 2024 D/A
Diversified Residential Portfolio III DST
File 021-451584
$18,630,107 (est.)$0 (est.)$8,716,297 (est.)
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.
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
Stifel Nicolaus & Co., Inc. BrokerCheck CRD 793 ↗
American Investors Co Lsy Dba BrokerCheck CRD 38 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
BD4RIA INC BrokerCheck CRD 290240 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
First Allied Securities Inc. BrokerCheck CRD 32444 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
LifeMark Securities Corp. BrokerCheck CRD 16204 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Ameritas Investment Corp. BrokerCheck CRD 282710 ↗
Herold & Lantern Investments, Inc. BrokerCheck CRD 30996 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
J.W. Cole Financial, Inc. BrokerCheck CRD 124583 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Cetera Investment Services LLC BrokerCheck CRD 15340 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Aegis Capital Corporation BrokerCheck CRD 15007 ↗
XML Securities BrokerCheck CRD 145589 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Muriel Siebert & Co., Inc. BrokerCheck CRD 5376 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Osaic Institutions, Inc. BrokerCheck CRD 35371 ↗
EDGAR ↗
Nov 1, 2023 D/A
Self-Storage Portfolio XX DST
File 021-478094
$1,340,987 (est.)$0 (est.)$2,178,565 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition and Financing that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
Osaic Wealth, Inc. BrokerCheck CRD 23131 ↗
Moloney Securities Co., Inc. BrokerCheck CRD 38535 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
EDGAR ↗
Oct 6, 2023 D/A
Self-Storage Portfolio XIX DST
File 021-465673
$3,889,031 (est.)$0 (est.)$6,412,153 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition and Financing that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Third Seven Capital LLC BrokerCheck CRD 16029 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
Kingswood Capital Partners, LLC BrokerCheck CRD 288898 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157047 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Lyndhurst Securities Inc. BrokerCheck CRD 315582 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Alexander Capital, L.P. BrokerCheck CRD 70077 ↗
EDGAR ↗
Sep 28, 2023 D/A
Lakewood Ranch SFR II DST
File 021-461474
$5,570,462 (est.)$0 (est.)$2,898,137 (est.)
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.
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Arete Wealth Management, LLC BrokerCheck CRD 44856 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
EDGAR ↗
Jul 18, 2023 D/A
Zero Coupon UT Office DST
File 021-452241
$550,615 (est.)$0 (est.)$2,658,764 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and reimbursement of costs related to acquisition of property that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Concorde Investments Services, LLC BrokerCheck CRD 151604 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
American Investors Company BrokerCheck CRD 38 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
EDGAR ↗
May 23, 2023 D/A
IPC Nashville Hospitality DST
File 021-476189
$780,003 (est.)$0 (est.)$1,083,463 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses and Sponsorship Fee that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
EDGAR ↗
May 5, 2023 D/A
Zero Coupon MI Office DST
File 021-445855
$1,104,028 (est.)$0 (est.)$5,663,474 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee and Reimbursement of Acquisition that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
DFPG Investments, LLC BrokerCheck CRD 15576 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
BD4RIA, Inc. BrokerCheck CRD 290240 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Titan Securities BrokerCheck CRD 131392 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Willow Cove Investment Group, Inc. BrokerCheck CRD 107824 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
EDGAR ↗
Mar 8, 2023 D/A
Student Housing Qualified Opportunity Fund, L.L.C.
File 021-446260
$18,750,000 (est.)$0 (est.)$12,500,000 (est.)
Estimate of certain fees, including the Dealer Fee, Placement Agent Fee and Offering and Organizational Expenses that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Landolt Securities, Inc. BrokerCheck CRD 28352 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
M. S. Howells & Co. BrokerCheck CRD 104100 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
AAG Capital, Inc. BrokerCheck CRD 188 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Rainmaker Securities, LLC BrokerCheck CRD 132995 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Alexander Capital, L.P. BrokerCheck CRD 440077 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Wintrust Investment LLC BrokerCheck CRD 875 ↗
Purshe Kaplan Sterling Investment BrokerCheck CRD 35747 ↗
Innovation Partners LLC BrokerCheck CRD 14644 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
A.G.P./Alliance Global Partners BrokerCheck CRD 8361 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
AGES Financial Services, Ltd. BrokerCheck CRD 15427 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
via Ronald Burkard (CRD 2703044 ↗)
EDGAR ↗
Dec 27, 2022 D/A
Self-Storage Portfolio XVI DST
File 021-428278
$7,741,036 (est.)$0 (est.)$11,564,923 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Chelsea Financial Services BrokerCheck CRD 47770 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Wilson-Davis & Co., Inc. BrokerCheck CRD 3777 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Kingswood Capital Partners, LLC BrokerCheck CRD 28898 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Westpark Capital, Inc. BrokerCheck CRD 3991 ↗
Lion Street Financial, LLC BrokerCheck CRD 16528 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Private Client Services, LLC BrokerCheck CRD 120222 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Aegis Capital Corp. BrokerCheck CRD 15007 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Titan Securities BrokerCheck CRD 131392 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
LifeMark Securities Corp. BrokerCheck CRD 16204 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
DMK Advisor Group, Inc. BrokerCheck CRD 41067 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Hilltop Securities Inc. BrokerCheck CRD 6220 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Capital Investment Group, Inc. BrokerCheck CRD 14752 ↗
McNally Financial Services Corporation BrokerCheck CRD 121196 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
EDGAR ↗
Dec 27, 2022 D/A
Self-Storage Portfolio XVIII DST
File 021-457471
$1,431,842 (est.)$0 (est.)$2,464,139 (est.)
Estimate of certain fees, including Dealer Fee, Placement Agent Fee, O&O Expenses, Acquisition Fee and Reimbursement of Acquisition and Financing that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Private Client Services, LLC BrokerCheck CRD 120222 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Concorde Investment Services, Inc. BrokerCheck CRD 151604 ↗
Nationwide Planning Associates, Inc. BrokerCheck CRD 31029 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
EDGAR ↗
Dec 20, 2022 D/A
MH Ventures Fund II, Inc.
File 021-381175
$14,400,000 (est.)$0$15,750,000 (est.)
An estimate of dealer manager fees, acquisition fees (assuming no debt or other sources) and reimbursements for O&O expenses, each of which may indirectly be paid to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Rainmaker Securities, LLC BrokerCheck CRD 132995 ↗
United Planners' Financial Services of America A Limited Partner BrokerCheck CRD 20804 ↗
Hantz Financial Services, Inc. BrokerCheck CRD 46047 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
First Southern, LLC BrokerCheck CRD 282756 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Cetera Investment Services LLC BrokerCheck CRD 15340 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
D.H. Hill Securities LLLP BrokerCheck CRD 41528 ↗
Kalos Capital Inc. BrokerCheck CRD 44337 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
SagePoint Financial, Inc. BrokerCheck CRD 133763 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
American Investors Company BrokerCheck CRD 38 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Sharenett Securities LLC BrokerCheck CRD 151011 ↗
Ni Advisors BrokerCheck CRD 134502 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
IFP Securities, LLC BrokerCheck CRD 297287 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Keel Point Capital, LLC BrokerCheck CRD 6769 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
EDGAR ↗
Nov 23, 2022 D/A
Rochester MN Senior Living DST
File 021-443824
$6,299,584 (est.)$0 (est.)$2,253,988 (est.)
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.
Chelsea Financial Services BrokerCheck CRD 47770 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
St. Germain Securities, Inc. BrokerCheck CRD 3255 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Northland Securities, Inc. BrokerCheck CRD 40258 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Private Client Services, LLC BrokerCheck CRD 120222 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
AAG Capital, Inc. BrokerCheck CRD 188 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Moloney Securities Co., Inc. BrokerCheck CRD 38535 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
EDGAR ↗
Oct 21, 2022 D/A
VA Coastal Logistics DST
File 021-419498
$8,900,027 (est.)$0$10,101,242 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Coporation BrokerCheck CRD 15807 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
American Investors Company BrokerCheck CRD 38 ↗
Emerson Equity LLC BrokerCheck CRD 130031 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34517 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Coordinated Capital Securities, Inc. BrokerCheck CRD 14762 ↗
DMK Advisor Group, Inc. BrokerCheck CRD 41067 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
First Financial Equity Corporation BrokerCheck CRD 16507 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Grand Avenue Capital Partners, LLC BrokerCheck CRD 135073 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
BD4RIA, Inc. BrokerCheck CRD 290240 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Capital Investment Group, Inc. BrokerCheck CRD 14752 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Moloney Securities Co., Inc. BrokerCheck CRD 38535 ↗
McNally Financial Services Corporation BrokerCheck CRD 121196 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Kingswood Capital Partners, LLC BrokerCheck CRD 288898 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Snowden Account Services LLC BrokerCheck CRD 149794 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Infinex Investments, Inc. BrokerCheck CRD 35371 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
St. Germain Securities, Inc. BrokerCheck CRD 3255 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Capital Investment Brokerage, Inc. BrokerCheck CRD 40657 ↗
EDGAR ↗
Oct 21, 2022 D/A
Self-Storage Portfolio XV DST
File 021-428274
$6,003,265 (est.)$0 (est.)$8,854,783 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Chelsea Financial Services BrokerCheck CRD 47770 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Wilson-Davis & Co., Inc. BrokerCheck CRD 3777 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Kingswood Capital Partners, LLC BrokerCheck CRD 28898 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Westpark Capital, Inc. BrokerCheck CRD 39914 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
M Holdings Securities, Inc. BrokerCheck CRD 43285 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
Triad Advisors, LLC BrokerCheck CRD 25803 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Private Client Services, LLC BrokerCheck CRD 120222 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
M.S. Howells & Co. BrokerCheck CRD 104100 ↗
Capital Investment Group, Inc. BrokerCheck CRD 14752 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
EDGAR ↗
Sep 28, 2022 D/A
Huntsville SFR DST
File 021-445641
$4,448,827 (est.)$0 (est.)$2,628,333 (est.)
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.
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Private Client Services, LLC BrokerCheck CRD 120222 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Moloney Securities Co., Inc. BrokerCheck CRD 38535 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
EDGAR ↗
Aug 17, 2022 D/A
Kansas City MSA Senior Living DST
File 021-448836
$2,371,416 (est.)$0 (est.)$1,467,076 (est.)
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.
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
American Investors Company BrokerCheck CRD 38 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
EDGAR ↗
Aug 9, 2022 D/A
Essential Net Lease Portfolio DST
File 021-433598
$4,215,202 (est.)$0 (est.)$6,276,609 (est.)
Estimate for certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition Fee that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
World Equity Group, Inc. BrokerCheck CRD 29087 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
Kingswood Capital Partners, LLC BrokerCheck CRD 288898 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Crescent Securities Group, Inc. BrokerCheck CRD 114993 ↗
Aegis Capital Corp. BrokerCheck CRD 15007 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Aurora Securites BrokerCheck CRD 46147 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Capital Investment Group, Inc. BrokerCheck CRD 14752 ↗
BD4RIA, Inc. BrokerCheck CRD 290240 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
Private Client Services, LLC BrokerCheck CRD 120222 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
EDGAR ↗
Jul 21, 2022 D/A
Self-Storage Portfolio XVII DST
File 021-446286
$978,122 (est.)$0 (est.)$1,729,159 (est.)
Estimate of certain fees, including the Dealer Fee, Placement Agent Fee, Offering and Organizational Expenses, Acquisition Fee and Reimbursement of Acquisition and Financing that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Private Client Services, LLC BrokerCheck CRD 120222 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
EDGAR ↗
Jun 24, 2022 D/A
Diversified Residential Portfolio II DST
File 021-432336
$12,486,146 (est.)$0 (est.)$6,814,756 (est.)
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.
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Herold & Lantern Investments, Inc. BrokerCheck CRD 30996 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Nationwide Planning Associates, Inc. BrokerCheck CRD 31029 ↗
NexTrend Securities Inc. BrokerCheck CRD 43710 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Kovack Securities Inc. BrokerCheck CRD 44848 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Private Client Services, LLC BrokerCheck CRD 120222 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Coordinated Capital Securities, Inc. BrokerCheck CRD 14762 ↗
Infinex Investments, Inc. BrokerCheck CRD 35371 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
J.W. Cole Financial, Inc. BrokerCheck CRD 124583 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Westpark Capital, Inc. BrokerCheck CRD 39914 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
American Investors Company BrokerCheck CRD 38 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
EDGAR ↗
Jun 2, 2022 D/A
Zero Coupon OH Fulfillment DST
File 021-404481
$2,095,708 (est.)$0$13,107,108 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Operational and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Coporation BrokerCheck CRD 15807 ↗
American Trust Investment Services Inc BrokerCheck CRD 3001 ↗
ARKADIOS CAPITAL BrokerCheck CRD 282710 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
CABIN SECURITIES, INC. BrokerCheck CRD 137608 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Investment Security Corporation BrokerCheck CRD 47536 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Willow Cove Investment Group, Inc. BrokerCheck CRD 107824 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Newbridge Securities Corporation BrokerCheck CRD 104065 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Infinex Investments, Inc. BrokerCheck CRD 35371 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
Benchmark Investments, LLC BrokerCheck CRD 103792 ↗
EDGAR ↗
May 26, 2022 D/A
Grand Rapids Multifamily DST
File 021-422640
$1,036,884 (est.)$0$1,689,695 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Chelsea Financial Services BrokerCheck CRD 47770 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
EDGAR ↗
May 13, 2022 D/A
Princeton Multifamily DST
File 021-414250
$4,651,324 (est.)$0 (est.)$2,705,595 (est.)
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.
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Nationwide Planning Associates, Inc. BrokerCheck CRD 31029 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Moloney Securities Co., Inc. BrokerCheck CRD 38535 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Portsmouth Financial Services BrokerCheck CRD 13980 ↗
Triad Advisors LLC BrokerCheck CRD 25802 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
EDGAR ↗
Apr 29, 2022 D/A
Northeast Multifamily DST
File 021-408164
$6,018,453 (est.)$0 (est.)$3,466,707 (est.)
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.
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Stifel Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Kovack Securities Inc. BrokerCheck CRD 44848 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Cetera Investment Services LLC BrokerCheck CRD 15340 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
EDGAR ↗
Apr 15, 2022 D/A
Naperville Multifamily DST
File 021-415904
$5,880,870 (est.)$0 (est.)$3,621,180 (est.)
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.
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Infinex Investments, Inc. BrokerCheck CRD 35371 ↗
Muriel Siebert & Co., Inc. BrokerCheck CRD 5376 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
BD4RIA, Inc. BrokerCheck CRD 290240 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
EDGAR ↗
Apr 15, 2022 D/A
New Jersey Multifamily Portfolio DST
File 021-427118
$6,981,341 (est.)$0 (est.)$4,103,205 (est.)
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.
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Investment Planners, Inc. BrokerCheck CRD 18557 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kovack Securities Inc. BrokerCheck CRD 44848 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
M.S. Howells & Co. BrokerCheck CRD 104100 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Tfs Securities, Inc. BrokerCheck CRD 20626 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
J.W. Cole Financial, Inc. BrokerCheck CRD 124583 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
American Investors Company BrokerCheck CRD 38 ↗
Colorado Financial Service Corp. BrokerCheck CRD 104343 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
EDGAR ↗
Apr 12, 2022 D/A
Self-Storage Portfolio XIV DST
File 021-424768
$1,602,548 (est.)$0 (est.)$2,601,786 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
EDGAR ↗
Apr 1, 2022 D/A
Florida Multifamily Portfolio III DST
File 021-423114
$10,661,352 (est.)$0 (est.)$6,132,525 (est.)
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.
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
American Investors Company BrokerCheck CRD 38 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
First Financial Equity Corp BrokerCheck CRD 16507 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Skyview Investment Banking BrokerCheck CRD 135073 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Investment Planners, Inc. BrokerCheck CRD 18557 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Lincoln Investment Planning, Inc. BrokerCheck CRD 519 ↗
Moloney Securities Co., Inc. BrokerCheck CRD 38535 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Private Client Services, LLC BrokerCheck CRD 120222 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Nationwide Planning Associates, Inc. BrokerCheck CRD 31029 ↗
The Strategic Financial Alliance BrokerCheck CRD 126514 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Cetera Financial Specialists, LLC BrokerCheck CRD 10358 ↗
BD4RIA, Inc. BrokerCheck CRD 290240 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
Kovack Securities Inc. BrokerCheck CRD 44848 ↗
Snowden Account Services LLC BrokerCheck CRD 149794 ↗
Infinex Investments, Inc. BrokerCheck CRD 35371 ↗
EDGAR ↗
Mar 31, 2022 D/A
IPC Self-Storage Redevelopment, L.L.C.
File 021-405563
$0$0$377,938 (est.)
Estimate of certain fees, including the Placement Agent Fee, Structuring Fee, Operational and Organizational Expenses that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Mar 29, 2022 D/A
Self-Storage Qualified Opportunity Fund II, L.L.C.
File 021-423794
$4,500,000 (est.)$0 (est.)$2,625,000 (est.)
Estimate of certain fees, including the Dealer Fee, Offering and Organizational Expenses, and Placement Agent Fee that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
AAG Capital, Inc. BrokerCheck CRD 188 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Calton & Associates BrokerCheck CRD 20999 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Rainmaker Securities LLC BrokerCheck CRD 132995 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
DMK Advisor Group, Inc. BrokerCheck CRD 41067 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Moloney Securities Co., Inc. BrokerCheck CRD 38535 ↗
M. S. Howells & Co. BrokerCheck CRD 104100 ↗
American Investors Company BrokerCheck CRD 38 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Aegis Capital Corp. BrokerCheck CRD 15007 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗
EDGAR ↗
Feb 18, 2022 D/A
Sun Belt SFR Portfolio DST
File 021-412654
$12,197,275 (est.)$0 (est.)$7,083,645 (est.)
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.
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Lion Street Financial BrokerCheck CRD 165828 ↗
Infinex Investments, Inc. BrokerCheck CRD 35371 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
American Investors Company BrokerCheck CRD 38 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
Paulson Investment Company BrokerCheck CRD 5670 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Portsmouth Financial Services BrokerCheck CRD 13980 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
J.W. Cole Financial, Inc. BrokerCheck CRD 124583 ↗
Muriel Siebert & Co., Inc. BrokerCheck CRD 5376 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Northland Securities, Inc. BrokerCheck CRD 40258 ↗
EDGAR ↗
Feb 17, 2022 D/A
Self-Storage Portfolio XIII DST
File 021-411068
$3,418,345 (est.)$0$5,208,280 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Coporation BrokerCheck CRD 15807 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
AMERICAN INVESTORS COMPANY BrokerCheck CRD 38 ↗
American Trust Investment Services Inc BrokerCheck CRD 3001 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
CAPE SECURITIES INC. BrokerCheck CRD 7072 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
Cetera Investment Services, LLC BrokerCheck CRD 15340 ↗
COLORADO FINANCIAL SERVICE CORPORATION BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Rainmaker Securities, LLC BrokerCheck CRD 132995 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Benchmark Investments, LLC BrokerCheck CRD 103792 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Westpark Capital, Inc. BrokerCheck CRD 39914 ↗
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Kovack Securities Inc. BrokerCheck CRD 44848 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Muriel Siebert & Co., Inc. BrokerCheck CRD 5376 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Wintrust Investments LLC BrokerCheck CRD 875 ↗
EDGAR ↗
Feb 4, 2022 D/A
Athens Student Housing DST
File 021-415898
$1,804,493 (est.)$0 (est.)$1,122,994 (est.)
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.
Arkadios Capital BrokerCheck CRD 282710 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Thornhill Securities Inc. BrokerCheck CRD 22333 ↗
Infinex Investments, Inc. BrokerCheck CRD 32371 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
Moloney Securities Co, Inc. BrokerCheck CRD 38535 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
EDGAR ↗
Jan 12, 2022 D/A
Colorado Springs Opportunity Zone, L.L.C.
File 021-357733
$2,180,500 (est.)$0$1,938,636 (est.)
Item 16 is an estimate of structuring fees, and reimbursements for certain offering and organizational expenses that may accrue to one or more Related Persons.
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Benchmark Investments, Inc. BrokerCheck CRD 103792 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Pinnacle Capital Securities, LLC BrokerCheck CRD 106213 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 103792 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
DMK Advisor Group, Inc. BrokerCheck CRD 41067 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
EDGAR ↗
Jan 5, 2022 D/A
Self-Storage Qualified Opportunity Fund, L.L.C.
File 021-378387
$6,000,000 (est.)$0 (est.)$3,500,000 (est.)
Estimate of certain fees, including the Dealer Fee, Offering and Organizational Expenses, Placement Agent Fee that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
AAG CAPITAL, INC BrokerCheck CRD 188 ↗
AMERICAN INVESTORS COMPANY BrokerCheck CRD 38 ↗
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. BrokerCheck CRD 18487 ↗
American Trust Investment Services Inc BrokerCheck CRD 3001 ↗
AMERITAS INVESTMENT COMPANY, LLC BrokerCheck CRD 14869 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
CALTON & ASSOCIATES, INC. BrokerCheck CRD 20999 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
DAI SECURITIES, LLC BrokerCheck CRD 36673 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
DMK ADVISOR GROUP, INC. BrokerCheck CRD 41067 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Rainmaker Securities, LLC BrokerCheck CRD 132995 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
WealthForge Securities, LLC BrokerCheck CRD 152550 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
MHL Investments BrokerCheck CRD 2535 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
M. S. Howells & Co. BrokerCheck CRD 104100 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
EDGAR ↗
Dec 15, 2021 D/A
Phoenix SFR DST
File 021-399921
$2,830,905 (est.)$0 (est.)$1,828,960 (est.)
Item 16 is an estimate of the acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
EDGAR ↗
Nov 3, 2021 D/A
Diversified Residential Portfolio DST
File 021-381959
$19,757,929 (est.)$0 (est.)$12,658,710 (est.)
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.
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
American Investors Company BrokerCheck CRD 38 ↗
McNally Financial Services Corporation BrokerCheck CRD 121196 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Boustead Securities, LLC BrokerCheck CRD 141391 ↗
Kovack Securities Inc. BrokerCheck CRD 44848 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
American Portfolios Financial Servivces BrokerCheck CRD 18487 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
First Financial Equity Corporation BrokerCheck CRD 16507 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
TFS Securities, Inc. BrokerCheck CRD 20626 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
ProEquities, Inc. BrokerCheck CRD 15708 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Herold & Lantern Investments, Inc. BrokerCheck CRD 30996 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
EDGAR ↗
Oct 19, 2021 D/A
Convenience Net Lease Portfolio II DST
File 021-413158
$847,417 (est.)$0$1,031,704 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Coporation BrokerCheck CRD 15807 ↗
AMERICAN INVESTORS COMPANY BrokerCheck CRD 38 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
CAMBRIDGE INVESTMENT RESEARCH, INC. BrokerCheck CRD 39543 ↗
CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
DFPG INVESTMENTS, LLC BrokerCheck CRD 155576 ↗
EMERSON EQUITY LLC BrokerCheck CRD 130032 ↗
Ibn Financial Services, Inc. BrokerCheck CRD 42360 ↗
METROPOLITAN CAPITAL INVESTMENT BANC, INC. BrokerCheck CRD 148820 ↗
NATIONWIDE PLANNING ASSOCIATES INC. BrokerCheck CRD 31029 ↗
NexTrend Securities Inc BrokerCheck CRD 43710 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
THORNHILL SECURITIES, INC. BrokerCheck CRD 22333 ↗
WOODBURY FINANCIAL SERVICES, INC. BrokerCheck CRD 421 ↗
EDGAR ↗
Jul 29, 2021 D/A
Wauwatosa Multifamily DST
File 021-390355
$2,049,321 (est.)$0 (est.)$1,312,502 (est.)
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.
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
M.S. Howells & Co. BrokerCheck CRD 104100 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
EDGAR ↗
Jul 14, 2021 D/A
Tampa Multifamily II DST
File 021-394915
$4,161,440 (est.)$0 (est.)$2,511,634 (est.)
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.
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
American Investors Company BrokerCheck CRD 38 ↗
Great Point Capital, LLC BrokerCheck CRD 114203 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Nationwide Planning Associates, Inc. BrokerCheck CRD 31029 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
APW Capital Inc. BrokerCheck CRD 43814 ↗
EDGAR ↗
Jun 16, 2021 D/A
Huntsville Multifamily DST
File 021-386688
$2,620,503 (est.)$0 (est.)$1,834,971 (est.)
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.
DAI Securities, LLC BrokerCheck CRD 36673 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
McNally Financial Services Corporation BrokerCheck CRD 121196 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Titan Securities BrokerCheck CRD 131392 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Crescent Securities Group Inc. BrokerCheck CRD 114993 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
EDGAR ↗
May 19, 2021 D/A
Southeast Multifamily Portfolio DST
File 021-377325
$7,866,538 (est.)$0 (est.)$4,487,437 (est.)
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.
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
NexTrend Securities, Inc. BrokerCheck CRD 43710 ↗
American Investors Company BrokerCheck CRD 38 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Colorado Financial Services Corporation BrokerCheck CRD 104343 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
McDermott Investment Securities, LLC BrokerCheck CRD 154926 ↗
Muriel Siebert & Co., Inc. BrokerCheck CRD 5376 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
United Planners' Financial Services of America BrokerCheck CRD 20804 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Capital Investment Group, Inc. BrokerCheck CRD 14752 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Infinex Investments, Inc. BrokerCheck CRD 35371 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
Tfs Securities, Inc. BrokerCheck CRD 20626 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
EDGAR ↗
Apr 6, 2021 D
Net Lease Grocery Portfolio DST
File 021-394776
$7,999,450 (est.)$0 (est.)$12,095,099 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Operational and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Mar 4, 2021 D/A
Zero Coupon AZ Fulfillment DST
File 021-371984
$1,765,303 (est.)$0$11,018,205 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Placement Agent Fee, offering and organizational expenses, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
BENCHMARK INVESTMENTS, INC. BrokerCheck CRD 103792 ↗
Western International Securities Inc BrokerCheck CRD 39262 ↗
American Trust Investment Services Inc BrokerCheck CRD 3001 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. BrokerCheck CRD 13609 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
IDB Capital Corp BrokerCheck CRD 106032 ↗
Investment Planners, Inc. BrokerCheck CRD 18557 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Metropolitan Capital Investment Banc Inc BrokerCheck CRD 148820 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
RCX CAPITAL GROUP, LLC BrokerCheck CRD 114290 ↗
The Strategic Financial Alliance BrokerCheck CRD 126514 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Voya Financial Advisors, Inc. BrokerCheck CRD 2882 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
EDGAR ↗
Feb 24, 2021 D/A
Sun Belt Multifamily Portfolio III DST
File 021-365254
$7,199,711 (est.)$0 (est.)$4,427,228 (est.)
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.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
American Investors Company BrokerCheck CRD 38 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Emerson Equity, LLC BrokerCheck CRD 130032 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
Great Point Capital, LLC BrokerCheck CRD 114203 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
M.S. Howells & Co. BrokerCheck CRD 104100 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
Snowden Account Services LLC BrokerCheck CRD 149794 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
United Planners' Financial Services of America BrokerCheck CRD 20804 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Investment Architects, Inc. BrokerCheck CRD 17774 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Alexander Capital LP BrokerCheck CRD 40077 ↗
Western International Securities Inc BrokerCheck CRD 39262 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
National Securities Corp. BrokerCheck CRD 7569 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
EDGAR ↗
Feb 18, 2021 D/A
Self-Storage Portfolio XII DST
File 021-385126
$1,547,945 (est.)$0$2,630,178 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Berthel Fisher & Co Financial Svcs BrokerCheck CRD 13609 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
MSC-BD LLC BrokerCheck CRD 142927 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
NexTrend Securities Inc BrokerCheck CRD 43710 ↗
RCX CAPITAL GROUP, LLC BrokerCheck CRD 114290 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
THE STRATEGIC FINANCIAL ALLIANCE, INC. BrokerCheck CRD 126514 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
Western International Securities Inc BrokerCheck CRD 39262 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
EDGAR ↗
Feb 4, 2021 D/A
Last Mile Distribution DST
File 021-381152
$3,215,987 (est.)$0$3,684,266 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Operational and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons
Inland Securities Corporation BrokerCheck CRD 15807 ↗
AMERICAN INVESTORS COMPANY BrokerCheck CRD 38 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
AVANTAX INVESTMENT SERVICES, INC. BrokerCheck CRD 13686 ↗
CAMBRIDGE INVESTMENT RESEARCH, INC. BrokerCheck CRD 39543 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
COLORADO FINANCIAL SERVICE CORPORATION BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kingswood Capital Partners, LLC BrokerCheck CRD 288898 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Metropolitan Capital Investment Banc Inc BrokerCheck CRD 148820 ↗
Muriel Siebert & Co., Inc BrokerCheck CRD 5376 ↗
RCX CAPITAL GROUP, LLC` BrokerCheck CRD 114290 ↗
SA Stone Wealth Management Inc BrokerCheck CRD 18456 ↗
SAGEPOINT FINANCIAL, INC. BrokerCheck CRD 133763 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Stifel Nicolaus & Co., Inc. BrokerCheck CRD 793 ↗
Western International Securities Inc BrokerCheck CRD 39262 ↗
EDGAR ↗
Dec 31, 2020 D/A
Inland Retail Property Fund, LP
File 021-278087
$500,000$0$0MacGregor Global Investments BrokerCheck CRD 142978 ↗EDGAR ↗
Nov 4, 2020 D/A
Midwest Senior Living Portfolio DST
File 021-356759
$6,393,127 (est.)$0$2,320,670 (est.)
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.
Westpark Capital Inc. BrokerCheck CRD 39914 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Money Concepts Capital Corp BrokerCheck CRD 12963 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Primex Prime Electronic Execution, Inc. BrokerCheck CRD 29394 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Sagepoint Finanical, Inc. BrokerCheck CRD 133763 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Sentinus-Halo Securities, LLC BrokerCheck CRD 279029 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
EDGAR ↗
Oct 7, 2020 D/A
Phoenix Senior Living DST
File 021-354937
$4,229,996 (est.)$0$1,621,599 (est.)
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.
Arkadios Capital BrokerCheck CRD 282710 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Cabin Securities Inc BrokerCheck CRD 137608 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Third Seven Capital LLC BrokerCheck CRD 160209 ↗
The Strategic Financial Alliance BrokerCheck CRD 126514 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
EDGAR ↗
Sep 3, 2020 D
Self-Storage Portfolio XI DST
File 021-374754
$499,896 (est.)$0$647,133 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Operational and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Aug 13, 2020 D/A
MH Ventures 2019-1, LLC
File 021-341202
$0 (est.)$0 (est.)$0 (est.)Inland Securities Corporation BrokerCheck CRD 15807 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
Hantz Financial Services, Inc. BrokerCheck CRD 46047 ↗
American Investors Company BrokerCheck CRD 38 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
D.H. Hill Securities, L.L.L.P. BrokerCheck CRD 41528 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Rainmaker Securities, LLC BrokerCheck CRD 132995 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
EDGAR ↗
Jul 15, 2020 D/A
NC Student Housing Portfolio DST
File 021-352930
$4,113,364 (est.)$0$2,264,341 (est.)
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.
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Moloney Securities Co BrokerCheck CRD 38535 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Capital Investment Group, Inc. BrokerCheck CRD 14752 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 412 ↗
American Portfolios Financial Svcs BrokerCheck CRD 18487 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
Huntwicke Securities LLC BrokerCheck CRD 146993 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
Metropolitan Capital Investment Banc Inc. BrokerCheck CRD 148820 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
EDGAR ↗
Jul 8, 2020 D/A
Self-Storage Portfolio VII DST
File 021-339480
$3,311,522 (est.)$0$5,980,811 (est.)
Estimate of certain fees, including the Acquisition Fee, Dealer Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
INLAND SECURITIES CORPORATION BrokerCheck CRD 15807 ↗
STONECREST CAPITAL MARKETS, INC. BrokerCheck CRD 39616 ↗
DFPG INVESTMENTS, INC. BrokerCheck CRD 155576 ↗
ARETE WEALTH MANAGEMENT, LLC BrokerCheck CRD 44856 ↗
COLORADO FINANCIAL SERVICE CORPORATION BrokerCheck CRD 104343 ↗
CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
KALOS CAPITAL, INC. BrokerCheck CRD 44337 ↗
WEALTHFORGE SECURITIES, LLC BrokerCheck CRD 152550 ↗
SAGEPOINT FINANCIAL, INC. BrokerCheck CRD 133763 ↗
1ST GLOBAL CAPITAL CORP. BrokerCheck CRD 30349 ↗
AMERICAN INVESTORS COMPANY BrokerCheck CRD 38 ↗
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. BrokerCheck CRD 18487 ↗
APW CAPITAL, INC. BrokerCheck CRD 43814 ↗
CALTON & ASSOCIATES, INC. BrokerCheck CRD 20999 ↗
CAMBRIDGE INVESTMENT RESEARCH, INC. BrokerCheck CRD 39543 ↗
EMERSON EQUITY LLC BrokerCheck CRD 130032 ↗
FSC SECURITIES CORPORATION BrokerCheck CRD 7461 ↗
HD VEST INVESTMENT SERVICES BrokerCheck CRD 13686 ↗
KOVACK SECURITIES INC. BrokerCheck CRD 44848 ↗
LINCOLN FINANCIAL ADVISORS CORPORATION BrokerCheck CRD 3978 ↗
M. S. HOWELLS & CO. BrokerCheck CRD 104100 ↗
NEWBRIDGE SECURITIES CORPORATION BrokerCheck CRD 104065 ↗
PRIMEX BrokerCheck CRD 29394 ↗
PRIVATE CLIENT SERVICES, LLC BrokerCheck CRD 120222 ↗
ROYAL ALLIANCE ASSOCIATES, INC. BrokerCheck CRD 23131 ↗
TFS SECURITIES, INC. BrokerCheck CRD 20626 ↗
THE STRATEGIC FINANCIAL ALLIANCE, INC. BrokerCheck CRD 126514 ↗
WESTERN INTERNATIONAL SECURITIES, INC. BrokerCheck CRD 39262 ↗
WESTPARK CAPITAL, INC. BrokerCheck CRD 39914 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
COMMONWEALTH FINANCIAL NETWORK BrokerCheck CRD 8032 ↗
LINCOLN FINANCIAL SECURITIES CORPORATION BrokerCheck CRD 3870 ↗
NATIONAL SECURITIES CORPORATION BrokerCheck CRD 7569 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
MCDERMOTT INVESTMENT SERVICES, LLC BrokerCheck CRD 154926 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
EDGAR ↗
Jul 8, 2020 D
Phoenix MSA Multifamily Portfolio DST
File 021-370423
$814,761 (est.)$0$2,263,254 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
EDGAR ↗
Jun 2, 2020 D/A
DC MSA Multifamily DST
File 021-347269
$3,495,929 (est.)$0$1,812,757 (est.)
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.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Investment Planners, Inc. BrokerCheck CRD 18557 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Nationwide Planning Associates, Inc. BrokerCheck CRD 31029 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Saxony Securities BrokerCheck CRD 115547 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
Coordinated Capital Securities BrokerCheck CRD 14762 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
EDGAR ↗
Jun 2, 2020 D/A
Phoenix MSA Multifamily DST
File 021-354007
$2,705,258 (est.)$0$1,566,202 (est.)
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.
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Voya Financial Advisors BrokerCheck CRD 2882 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
United Planners' Financial Services BrokerCheck CRD 20804 ↗
First Financial Equity Corp BrokerCheck CRD 16507 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Berthel Fisher & Co Financial Svcs BrokerCheck CRD 13609 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
Cary Street Partners LLC BrokerCheck CRD 128089 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
EDGAR ↗
May 7, 2020 D/A
Self-Storage Portfolio IX DST
File 021-349997
$892,887$0$1,112,612 (est.)
Estimate of certain fees, including the Acquisition Fee, Dealer Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. BrokerCheck CRD 18487 ↗
Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
SAGEPOINT FINANCIAL, INC. BrokerCheck CRD 133763 ↗
AUSDAL FINANCIAL PARTNERS, INC. BrokerCheck CRD 7995 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
EDGAR ↗
May 7, 2020 D/A
Daytona Multifamily Opportunity Zone, L.L.C.
File 021-352957
$1,009,200 (est.)$0$1,550,143
Estimate of certain fees, including the Dealer Fee, Structuring Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
CALTON & ASSOCIATES, INC. BrokerCheck CRD 20999 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
CAPITAL INVESTMENT GROUP, INC. BrokerCheck CRD 14752 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
EDGAR ↗
May 7, 2020 D/A
Downtown Nashville Hospitality DST
File 021-358276
$4,047,669$0$6,389,172
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
AUSDAL FINANCIAL PARTNERS, INC. BrokerCheck CRD 7995 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Galt Financial Group, Inc. BrokerCheck CRD 146976 ↗
Integrity Brokerage Services Inc BrokerCheck CRD 117589 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Metropolitan Capital Investment Banc Inc BrokerCheck CRD 148820 ↗
Muriel Siebert & Co., Inc BrokerCheck CRD 5376 ↗
Newbridge Securities Corporation BrokerCheck CRD 104065 ↗
NexTrend Securities Inc BrokerCheck CRD 43710 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Lara, May & Associates, LLC BrokerCheck CRD 145589 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Stifel Nicolaus & Co., Inc. BrokerCheck CRD 793 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
APW CAPITAL, INC. BrokerCheck CRD 43814 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Western International Securities Inc BrokerCheck CRD 39262 ↗
EDGAR ↗
May 7, 2020 D/A
Self-Storage Portfolio X DST
File 021-361835
$2,485,722 (est.)$0$4,894,376 (est.)
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
First Allied Securities Inc. BrokerCheck CRD 32444 ↗
HARBOUR INVESTMENTS, INC. BrokerCheck CRD 19258 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Investment Architects, Inc. BrokerCheck CRD 17774 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
MADISON AVENUE SECURITIES, LLC BrokerCheck CRD 23224 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Capulent LLC BrokerCheck CRD 55155 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
The Strategic Financial Alliance BrokerCheck CRD 126514 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
EDGAR ↗
Apr 27, 2020 D/A
Healthcare Hospitality II DST
File 021-351019
$905,718 (est.)$0$1,373,007 (est.)
Estimate of certain fees, including the Dealer Fee, Placement Agent Fee, Acquisition Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
Arkadio Capital BrokerCheck CRD 282710 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Investacorp, Inc BrokerCheck CRD 7684 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Investment Planners, Inc. BrokerCheck CRD 18557 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
EDGAR ↗
Apr 27, 2020 D/A
Detroit Hospitality DST
File 021-352937
$1,618,414 (est.)$0$2,567,756 (est.)
Estimate of certain fees, including the Acquisition Fee, Dealer Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
WealthForge Securities Corporation BrokerCheck CRD 152550 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
GREAT POINT CAPITAL LLC BrokerCheck CRD 114203 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
NEWBRIDGE SECURITIES CORPORATION BrokerCheck CRD 104065 ↗
NexTrend Securities Inc BrokerCheck CRD 43710 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
EDGAR ↗
Apr 9, 2020 D/A
Fayetteville Student Housing DST
File 021-358277
$2,134,704 (est.)$0$2,747,900
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. BrokerCheck CRD 18487 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
CROWN CAPITAL SECURITIES, L.P. BrokerCheck CRD 6312 ↗
INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
THORNHILL SECURITIES, INC. BrokerCheck CRD 22333 ↗
Western International Securities Inc BrokerCheck CRD 39262 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
EDGAR ↗
Feb 26, 2020 D/A
Sun Belt Multifamily Portfolio II DST
File 021-342451
$6,015,677 (est.)$0$3,672,116 (est.)
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.
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
APW Capital Inc BrokerCheck CRD 43814 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Capital Investment Group, Inc. BrokerCheck CRD 14752 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
American Investors Company BrokerCheck CRD 38 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Tfs Securities, Inc. BrokerCheck CRD 20626 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Calton & Associates BrokerCheck CRD 20999 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
H D Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
First Allied Securities Inc. BrokerCheck CRD 32444 ↗
Summit Brokerage Services, Inc. BrokerCheck CRD 34643 ↗
Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Voya Financial Advisors BrokerCheck CRD 2882 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
Stonecrest Capital Markets, Inc BrokerCheck CRD 39616 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Kingsbury Capital Inc. BrokerCheck CRD 7638 ↗
American Portfolios Financial Svcs BrokerCheck CRD 18487 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
EDGAR ↗
Feb 13, 2020 D
Daytona Multifamily Opportunity Zone, L.L.C.
File 021-360491
$1,009,200 (est.)$0$1,550,143
Estimate of certain fees, including the Dealer Fee, Structuring Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
CALTON & ASSOCIATES, INC. BrokerCheck CRD 20999 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
CAPITAL INVESTMENT GROUP, INC. BrokerCheck CRD 14752 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
EDGAR ↗
Feb 13, 2020 D
Fayetteville Student Housing DST
File 021-360505
$2,134,704 (est.)$0$2,747,900
Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. BrokerCheck CRD 18487 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
MCDERMOTT INVESTMENT SERVICES, LLC BrokerCheck CRD 154926 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
ROYAL ALLIANCE ASSOCIATES, INC. BrokerCheck CRD 23131 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
Western International Securities Inc BrokerCheck CRD 39262 ↗
EDGAR ↗
Nov 21, 2019 D/A
Self-Storage Portfolio VIII DST
File 021-347158
$4,858,991 (est.)$0$9,927,720 (est.)
Estimate of certain fees, including the Acquisition Fee, Dealer Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
INLAND SECURITIES CORPORATION BrokerCheck CRD 15807 ↗
MADISON AVENUE SECURITIES, LLC BrokerCheck CRD 23224 ↗
PRIMEX BrokerCheck CRD 29394 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
AMERITAS INVESTMENT CORP. BrokerCheck CRD 14869 ↗
CABIN SECURITIES, INC. BrokerCheck CRD 137608 ↗
SAGEPOINT FINANCIAL, INC. BrokerCheck CRD 133763 ↗
MCDERMOTT INVESTMENT SERVICES, LLC BrokerCheck CRD 154926 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Investment Planners, Inc. BrokerCheck CRD 18557 ↗
Kalos Capital BrokerCheck CRD 44337 ↗
M Holdings Securities BrokerCheck CRD 43285 ↗
Muriel Siebert & Co., Inc BrokerCheck CRD 5376 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Tfs Securities, Inc. BrokerCheck CRD 20626 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
American Investors Company BrokerCheck CRD 38 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Callaway Financial Services Inc BrokerCheck CRD 104003 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
Galt Financial Group, Inc. BrokerCheck CRD 146976 ↗
Harbour Investments, Inc. BrokerCheck CRD 19258 ↗
LINCOLN FINANCIAL ADVISORS CORPORATION BrokerCheck CRD 3978 ↗
National Securities Corp. BrokerCheck CRD 7569 ↗
Ni Advisors BrokerCheck CRD 134502 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
PURSHE KAPLAN STERLING INVESTMENTS BrokerCheck CRD 35747 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Stonecrest Capital Markets, Inc BrokerCheck CRD 39616 ↗
The Strategic Financial Alliance BrokerCheck CRD 126514 ↗
United Planners' Financial Services BrokerCheck CRD 20804 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
INFINEX INVESTMENTS, INC. BrokerCheck CRD 35371 ↗
EDGAR ↗
Nov 12, 2019 D/A
Saint Paul Opportunity Zone, L.L.C.
File 021-344463
$1,843,608 (est.)$0$2,477,742 (est.)
Estimate of certain fees, including the Structuring Fee, Dealer Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
INLAND SECURITIES CORPORATION BrokerCheck CRD 15807 ↗
RCX CAPITAL GROUP, LLC BrokerCheck CRD 114290 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
AUSDAL FINANCIAL PARTNERS, INC. BrokerCheck CRD 7995 ↗
WEALTHFORGE SECURITIES, LLC BrokerCheck CRD 152550 ↗
HD VEST INVESTMENT SERVICES BrokerCheck CRD 13686 ↗
CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
CAMBRIDGE INVESTMENT RESEARCH, INC. BrokerCheck CRD 39543 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
COLORADO FINANCIAL SERVICE CORPORATION BrokerCheck CRD 104343 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
EDGAR ↗
Oct 2, 2019 D/A
Fort Myers Multifamily DST
File 021-331646
$2,133,452 (est.)$0 (est.)$1,242,163 (est.)
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.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Proequities, Inc. BrokerCheck CRD 15708 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Aegis Capital Corporation BrokerCheck CRD 15007 ↗
Investment Planners, Inc. BrokerCheck CRD 18557 ↗
Chalice Capital Partners, LLC BrokerCheck CRD 288898 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
EDGAR ↗
Sep 27, 2019 D
Custom Florida Medical L.L.C.
File 021-349854
$350,000$0$631,064 (est.)
Estimate of certain fees, including the Acquisition Fee, Dealer Fee, and Placement Agent Fee.
Inland Securities Corporation BrokerCheck CRD 15807 ↗EDGAR ↗
Sep 6, 2019 D/A
Amarillo Self-Storage Portfolio DST
File 021-322238
$137,172 (est.)$0$349,707 (est.)
Estimate of certain fees, including Placement Agent Fee, Sponsorship Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
LEWIS FINANCIAL GROUP, L.C. BrokerCheck CRD 36673 ↗
DAI SECURITIES, LLC BrokerCheck CRD 36673 ↗
EDGAR ↗
Sep 6, 2019 D/A
Healthcare Portfolio VI DST
File 021-330971
$2,685,687$0$4,096,938
Estimate of certain fees, including the Acquisition Fee, Dealer Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
NPB FINANCIAL GROUP, LLC BrokerCheck CRD 137743 ↗
GREAT POINT CAPITAL LLC BrokerCheck CRD 114203 ↗
CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
1ST GLOBAL CAPITAL CORP. BrokerCheck CRD 30349 ↗
INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
LIGHTHOUSE CAPITAL GROUP, LLC BrokerCheck CRD 169135 ↗
WESTPARK CAPITAL, INC. BrokerCheck CRD 39914 ↗
PROSPERA FINANCIAL SERVICES, INC. BrokerCheck CRD 10740 ↗
DFPG INVESTMENTS, INC. BrokerCheck CRD 155576 ↗
LIGHTPATH CAPITAL, INC BrokerCheck CRD 34617 ↗
NEXTREND SECURITIES, INC. BrokerCheck CRD 43710 ↗
BD4RIA, INC. BrokerCheck CRD 290240 ↗
CABOT LODGE SECURITIES LLC BrokerCheck CRD 159712 ↗
CAPE SECURITIES INC. BrokerCheck CRD 7072 ↗
INVESTACORP, INC. BrokerCheck CRD 7684 ↗
LEWIS FINANCIAL GROUP, L.C. BrokerCheck CRD 36673 ↗
B.B. GRAHAM & COMPANY, INC. BrokerCheck CRD 41533 ↗
LINCOLN FINANCIAL ADVISORS CORPORATION BrokerCheck CRD 3978 ↗
LION STREET FINANCIAL, LLC BrokerCheck CRD 165828 ↗
MCDERMOTT INVESTMENT SERVICES, LLC BrokerCheck CRD 154926 ↗
NATIONWIDE PLANNING ASSOCIATES INC. BrokerCheck CRD 31029 ↗
NEWBRIDGE SECURITIES CORPORATION BrokerCheck CRD 104065 ↗
STONECREST CAPITAL MARKETS, INC. BrokerCheck CRD 39616 ↗
TRIAD ADVISORS LLC BrokerCheck CRD 25803 ↗
CROWN CAPITAL SECURITIES, L.P. BrokerCheck CRD 6312 ↗
TRITOWER REAL ESTATE CAPITAL, LLC BrokerCheck CRD 281740 ↗
WEALTHFORGE SECURITIES, LLC BrokerCheck CRD 152550 ↗
COLORADO FINANCIAL SERVICE CORPORATION BrokerCheck CRD 104343 ↗
ARKADIOS CAPITAL BrokerCheck CRD 282710 ↗
CAMBRIDGE INVESTMENT RESEARCH, INC. BrokerCheck CRD 39543 ↗
WINSLOW, EVANS & CROCKER, INC. BrokerCheck CRD 29686 ↗
ROYAL ALLIANCE ASSOCIATES, INC. BrokerCheck CRD 23131 ↗
PRIMEX BrokerCheck CRD 29394 ↗
WOODBURY FINANCIAL SERVICES, INC. BrokerCheck CRD 421 ↗
HD VEST INVESTMENT SERVICES BrokerCheck CRD 13686 ↗
COASTAL EQUITIES, INC. BrokerCheck CRD 23769 ↗
LINCOLN FINANCIAL SECURITIES CORPORATION BrokerCheck CRD 3870 ↗
SAGEPOINT FINANCIAL, INC. BrokerCheck CRD 133763 ↗
MADISON AVENUE SECURITIES, LLC BrokerCheck CRD 23224 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
EDGAR ↗
Sep 6, 2019 D/A
Sun Belt Multifamily Portfolio DST
File 021-334221
$8,005,281 (est.)$0$4,899,424 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, offering and organizational expenses that may accrue to one or more Related Persons
Capulent LLC BrokerCheck CRD 155155 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
Calton & Associates BrokerCheck CRD 20999 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
H D Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Stonecrest Capital Markets, Inc BrokerCheck CRD 39616 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
United Planners' Financial Services BrokerCheck CRD 20804 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
American Portfolios Financial Svcs BrokerCheck CRD 18487 ↗
First Allied Securities Inc. BrokerCheck CRD 32444 ↗
K Capital LLC BrokerCheck CRD 147191 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Summit Brokerage Services, Inc BrokerCheck CRD 34643 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
The Strategic Financial Alliance BrokerCheck CRD 126514 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Winslow, Evans & Crocker BrokerCheck CRD 29686 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Berthel Fisher & Co Financial Svcs BrokerCheck CRD 13609 ↗
EDGAR ↗
Sep 6, 2019 D/A
Healthcare Portfolio VII DST
File 021-337102
$2,758,615 (est.)$0$3,471,893 (est.)
Estimate of certain fees, including the Acquisition Fee, Dealer Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
MCDERMOTT INVESTMENT SERVICES, LLC BrokerCheck CRD 154926 ↗
INLAND SECURITIES CORPORATION BrokerCheck CRD 15807 ↗
DFPG INVESTMENTS, INC. BrokerCheck CRD 155576 ↗
CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
COLORADO FINANCIAL SERVICE CORPORATION BrokerCheck CRD 104343 ↗
METROPOLITAN CAPITAL INVESTMENT BANC, INC. BrokerCheck CRD 148820 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
AMERITAS INVESTMENT CORP. BrokerCheck CRD 14869 ↗
CENTAURUS FINANCIAL, INC. BrokerCheck CRD 30833 ↗
MOLONEY SECURITIES CO., INC. BrokerCheck CRD 38535 ↗
SAXONY SECURITIES, INC. BrokerCheck CRD 115547 ↗
WEALTHFORGE SECURITIES, LLC BrokerCheck CRD 152550 ↗
WOODBURY FINANCIAL SERVICES, INC. BrokerCheck CRD 421 ↗
LION STREET FINANCIAL, LLC BrokerCheck CRD 165828 ↗
M. H. LEBLANG, INC. BrokerCheck CRD 2535 ↗
ROYAL ALLIANCE ASSOCIATES, INC. BrokerCheck CRD 23131 ↗
HD VEST INVESTMENT SERVICES BrokerCheck CRD 13686 ↗
INVESTACORP, INC. BrokerCheck CRD 7684 ↗
KALOS CAPITAL, INC. BrokerCheck CRD 44337 ↗
LINCOLN FINANCIAL ADVISORS CORPORATION BrokerCheck CRD 3978 ↗
SAGEPOINT FINANCIAL, INC. BrokerCheck CRD 133763 ↗
TRIAD ADVISORS LLC BrokerCheck CRD 25803 ↗
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. BrokerCheck CRD 18487 ↗
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. BrokerCheck CRD 13609 ↗
CABOT LODGE SECURITIES LLC BrokerCheck CRD 159712 ↗
CAMBRIDGE INVESTMENT RESEARCH, INC. BrokerCheck CRD 39543 ↗
CETERA ADVISOR NETWORKS LLC BrokerCheck CRD 13572 ↗
EMERSON EQUITY LLC BrokerCheck CRD 130032 ↗
FIRST ALLIED SECURITIES, INC. BrokerCheck CRD 32444 ↗
FSC SECURITIES CORPORATION BrokerCheck CRD 7461 ↗
GREAT POINT CAPITAL LLC BrokerCheck CRD 114203 ↗
LIGHTPATH CAPITAL, INC BrokerCheck CRD 34617 ↗
LINCOLN FINANCIAL SECURITIES CORPORATION BrokerCheck CRD 3870 ↗
MONEY CONCEPTS CAPITAL CORP BrokerCheck CRD 12963 ↗
NATIONWIDE PLANNING ASSOCIATES INC. BrokerCheck CRD 31029 ↗
PRIVATE CLIENT SERVICES, LLC BrokerCheck CRD 120222 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
TFS SECURITIES, INC. BrokerCheck CRD 20626 ↗
WESTPARK CAPITAL, INC. BrokerCheck CRD 39914 ↗
SIGMA FINANCIAL CORPORATION BrokerCheck CRD 14303 ↗
Stonecrest Capital Markets, Inc BrokerCheck CRD 39616 ↗
PRIMEX BrokerCheck CRD 29394 ↗
ARKADIOS CAPITAL BrokerCheck CRD 282710 ↗
EDGAR ↗
Sep 6, 2019 D/A
Denver Hospitality Portfolio DST
File 021-340404
$1,422,005 (est.)$0$2,280,866 (est.)
Estimate of certain fees, including the Acquisition Fee, Dealer Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
INLAND SECURITIES CORPORATION BrokerCheck CRD 15807 ↗
1ST GLOBAL CAPITAL CORP. BrokerCheck CRD 30349 ↗
CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
GREAT POINT CAPITAL LLC BrokerCheck CRD 114203 ↗
PRIMEX BrokerCheck CRD 29394 ↗
STONECREST CAPITAL MARKETS, INC. BrokerCheck CRD 39616 ↗
WEALTHFORGE SECURITIES, LLC BrokerCheck CRD 152550 ↗
JRL CAPITAL CORPORATION BrokerCheck CRD 10225 ↗
LINCOLN FINANCIAL ADVISORS CORPORATION BrokerCheck CRD 3978 ↗
AMERITAS INVESTMENT CORP. BrokerCheck CRD 14869 ↗
MONEY CONCEPTS CAPITAL CORP BrokerCheck CRD 12963 ↗
PARKLAND SECURITIES, LLC BrokerCheck CRD 115368 ↗
SIGMA FINANCIAL CORPORATION BrokerCheck CRD 14303 ↗
CAMBRIDGE INVESTMENT RESEARCH, INC. BrokerCheck CRD 39543 ↗
KCD FINANCIAL, INC. BrokerCheck CRD 127473 ↗
KOVACK SECURITIES INC. BrokerCheck CRD 44848 ↗
NEWBRIDGE SECURITIES CORPORATION BrokerCheck CRD 104065 ↗
NEXTREND SECURITIES, INC. BrokerCheck CRD 43710 ↗
PRIVATE CLIENT SERVICES, LLC BrokerCheck CRD 120222 ↗
WESTPARK CAPITAL, INC. BrokerCheck CRD 39914 ↗
Kingsbury Capital Inc BrokerCheck CRD 7638 ↗
National Securities Corp. BrokerCheck CRD 7569 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
EDGAR ↗
Aug 23, 2019 D/A
Self-Storage Portfolio VI, DST
File 021-333221
$1,333,189 (est.)$0$733,254 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, offering and organizational expenses that may accrue to one or more Related Persons
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Ibn Financial Services, Inc. BrokerCheck CRD 42360 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
United Planners' Financial Services BrokerCheck CRD 20804 ↗
Arete Wealth Management, LLC. BrokerCheck CRD 44856 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
H D Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
EDGAR ↗
Aug 14, 2019 D/A
National Multifamily Portfolio IV DST
File 021-324632
$12,296,094 (est.)$0$6,735,667 (est.)
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.
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
Questar Capital Corp. BrokerCheck CRD 43100 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
American Investors Co Lsy Dba BrokerCheck CRD 38 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
APW Capital Inc BrokerCheck CRD 43814 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Summit Brokerage Services, Inc BrokerCheck CRD 34643 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Stonecrest Capital Markets, Inc BrokerCheck CRD 39616 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
H D Vest Investment Securites Inc BrokerCheck CRD 13686 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Muriel Siebert & Co., Inc BrokerCheck CRD 5376 ↗
Tfs Securities, Inc. BrokerCheck CRD 20626 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
Independence Capital Co, Inc. BrokerCheck CRD 24723 ↗
First Allied Securities Inc. BrokerCheck CRD 32444 ↗
Voya Financial Advisors BrokerCheck CRD 2882 ↗
Galt Financial Group, Inc. BrokerCheck CRD 146976 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Western International Secs Inc BrokerCheck CRD 39262 ↗
Moloney Securities Co BrokerCheck CRD 38535 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
Berthel Fisher & Co Financial Svcs BrokerCheck CRD 13609 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Saxony Securities BrokerCheck CRD 115547 ↗
First Financial Equity Corp BrokerCheck CRD 16507 ↗
Chalice Capital Partners, LLC BrokerCheck CRD 288898 ↗
Callaway Financial Services Inc BrokerCheck CRD 104003 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Metropolitan Capital Investment Banc Inc BrokerCheck CRD 148820 ↗
Inland Securities Corporation BrokerCheck CRD 15807 ↗
EDGAR ↗
Jul 29, 2019 D/A
Custom Tennessee Storage, L.L.C.
File 021-343888
$426,974 (est.)$0$565,385 (est.)
Estimate of certain fees, including the Acquisition Fee, Dealer Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
ARETE WEALTH MANAGEMENT, LLC BrokerCheck CRD 44856 ↗EDGAR ↗
Jun 7, 2019 D/A
Florida Multifamily Portfolio II DST
File 021-317612
$8,764,665 (est.)$0$5,085,237 (est.)
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.
Debra Schleining BrokerCheck CRD 2768752 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Jason McMurtry BrokerCheck CRD 2871788 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Curt Smiley BrokerCheck CRD 4443310 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

John Uyeki BrokerCheck CRD 2084506 ↗
via Infinex Investments Inc (CRD 35371 ↗)

Kirk Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Andrew Pesha BrokerCheck CRD 2316590 ↗
via Questar Capital Corp. (CRD 43100 ↗)

Gali Horev BrokerCheck CRD 5138931 ↗
via Dempsey Lord Smith, LLC (CRD 141238 ↗)

Jennifer Jost BrokerCheck CRD 5020750 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital Inc. (CRD 34617 ↗)

John Powell BrokerCheck CRD 1196945 ↗
via Calton & Associates (CRD 20999 ↗)

Coleman Goldsmith BrokerCheck CRD 224447 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Brian Herking BrokerCheck CRD 4592871 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Jeff Vollmer BrokerCheck CRD 4370544 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Matt Rubis BrokerCheck CRD 5863109 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Donald Meredith BrokerCheck CRD 1867703 ↗
via Lightpath Capital Inc. (CRD 34617 ↗)

Kerri Sullivan-Kreiss BrokerCheck CRD 2141713 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Gene Alvin Brehm BrokerCheck CRD 2815437 ↗
via Saxony Securities (CRD 115547 ↗)

Daniel Moskowitz BrokerCheck CRD 4119468 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Kraig Mickelsen BrokerCheck CRD 2845238 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Mark Cosenza BrokerCheck CRD 2499649 ↗
via RCX Capital Group LLC (CRD 114290 ↗)

David Eurton BrokerCheck CRD 3203522 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Matthew Myers BrokerCheck CRD 2506930 ↗
via Private Client Services LLC (CRD 120222 ↗)

Josephine Buck BrokerCheck CRD 2887883 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

Dawn Campbell BrokerCheck CRD 2214340 ↗
via Colorado Financial Service Corp (CRD 104343 ↗)

Timothy Tracy BrokerCheck CRD 1629392 ↗
via NPB Financial Group, LLC (CRD 137743 ↗)

David Kramer BrokerCheck CRD 502322 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Samuel Julian BrokerCheck CRD 4488869 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Diana Fletcher BrokerCheck CRD 2203146 ↗
via Vanderbilt Securities, LLC (CRD 5953 ↗)

Kenneth Barroga BrokerCheck CRD 2288752 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Matthew Hickey BrokerCheck CRD 1538384 ↗
via First Allied Securities, Inc (CRD 32444 ↗)

Thomas Karsten BrokerCheck CRD 2305465 ↗
via BD4RIA INC (CRD 290240 ↗)

Wayne Bernardo BrokerCheck CRD 1005142 ↗
via Securities America Inc. (CRD 10205 ↗)

Darrach Bourke BrokerCheck CRD 5255413 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Ronald Wicklace BrokerCheck CRD 1433443 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Dean Burchett BrokerCheck CRD 35348 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Lynette Atchley BrokerCheck CRD 4083297 ↗
via Cetera Financial Specialists LLC (CRD 10299 ↗)

Douglas T Charney BrokerCheck CRD 1838995 ↗
via Prospera Financial Services, Inc (CRD 10740 ↗)

Frederic Cassivi BrokerCheck CRD 5845151 ↗
via Prospera Financial Services, Inc (CRD 10740 ↗)

David Mowatt BrokerCheck CRD 1098942 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Elizabeth Friant BrokerCheck CRD 2122446 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Shawn Valentine BrokerCheck CRD 4632973 ↗
via Calton & Associates (CRD 20999 ↗)

William Toft BrokerCheck CRD 1226753 ↗
via Feltl & Company (CRD 6905 ↗)

Aaron Broz BrokerCheck CRD 4685895 ↗
via Securities America Inc. (CRD 10205 ↗)

Jeffrey McKay BrokerCheck CRD 818303 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Stephen Swarbrick BrokerCheck CRD 2444058 ↗
via Questar Capital Corp. (CRD 43100 ↗)

Jeffrey Baker BrokerCheck CRD 2102752 ↗
via Vanderbilt Securities, LLC (CRD 5953 ↗)

Duane Swanson BrokerCheck CRD 1456892 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Jordon Wold BrokerCheck CRD 6269961 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Michael Ludwin BrokerCheck CRD 2426244 ↗
via Infinex Investments Inc (CRD 35371 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Triad Advisors, Inc. BrokerCheck CRD 118583 ↗
via Triad Advisors, Inc. (CRD 118583 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Investacorp, Inc. BrokerCheck CRD 7684 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Summit Brokerage Services, Inc BrokerCheck CRD 34643 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Alfred Polizzotto BrokerCheck CRD 2808987 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

H.D. Vest Investment Securites Inc BrokerCheck CRD 13686 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Bhagwati Mahendru BrokerCheck CRD 2360416 ↗
via First Allied Securities Inc (CRD 32444 ↗)

Spencer Weston BrokerCheck CRD 1482772 ↗
via Questar Capital Corp. (CRD 43100 ↗)

RCX Capital Group LLC BrokerCheck CRD 114290 ↗
via RCX Capital Group LLC (CRD 114290 ↗)

Justin Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities L.P (CRD 6312 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates, Inc (CRD 31029 ↗)

Robert Horning BrokerCheck CRD 2311640 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Richard Kiesel BrokerCheck CRD 4418699 ↗
via Securities America Inc (CRD 10205 ↗)

Monroe Diefendorf BrokerCheck CRD 805205 ↗
via Vanderbilt Securities (CRD 5953 ↗)

Jacob Tujian BrokerCheck CRD 4605467 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

David Vileno BrokerCheck CRD 5848435 ↗
via American Portfolios Financial Svcs (CRD 18487 ↗)

Maxwell Phillips BrokerCheck CRD 4953387 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Thomas Kieffer BrokerCheck CRD 1531908 ↗
via Ibn Financial Services, Inc (CRD 42360 ↗)

Bennett Ely BrokerCheck CRD 721298 ↗
via Calton & Associates (CRD 20999 ↗)

Tom Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Melinda Olbert BrokerCheck CRD 2893793 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Christopher Riel BrokerCheck CRD 6222615 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Yong Chang BrokerCheck CRD 4440739 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Jung(Josh) Lee BrokerCheck CRD 4410932 ↗
via Independent Financial Group, LL (CRD 7717 ↗)

Dieter Thurow BrokerCheck CRD 1435375 ↗
via NPB Financial Group, LLC (CRD 137743 ↗)

Marc Barretta BrokerCheck CRD 2775578 ↗
via Vanderbilt Securities, LLC (CRD 5953 ↗)

Stevan Gates BrokerCheck CRD 2436434 ↗
via Securities America Inc. (CRD 10205 ↗)

Jared Sutton BrokerCheck CRD 5600742 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Anthony Urban BrokerCheck CRD 3181241 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Barry Ozer BrokerCheck CRD 5727882 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Michael Feldman BrokerCheck CRD 1200174 ↗
via APW Capital Inc (CRD 43814 ↗)

Kevin Hughes BrokerCheck CRD 1073729 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Jorge Alfonso BrokerCheck CRD 4728979 ↗
via Infinex Investments Inc (CRD 35371 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Adam Bryan BrokerCheck CRD 5443986 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Jesus Quezada BrokerCheck CRD 5117930 ↗
via Crown Capital Securities LP (CRD 6312 ↗)
EDGAR ↗
Dec 10, 2018 D/A
Healthcare Portfolio V DST
File 021-322233
$2,993,958 (est.)$0$3,589,701 (est.)
Estimate of certain fees, including the Dealer Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
RCX CAPITAL GROUP, LLC BrokerCheck CRD 114290 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
WEALTHFORGE SECURITIES, LLC BrokerCheck CRD 152550 ↗
MCDERMOTT INVESTMENT SERVICES, LLC BrokerCheck CRD 154926 ↗
David Eurton BrokerCheck CRD 3203522 ↗
via WESTPARK CAPITAL, INC. (CRD 39914 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via WESTPARK CAPITAL, INC. (CRD 39914 ↗)

CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
Kurt Hill BrokerCheck CRD 4140227 ↗
via CFD INVESTMENTS, INC. (CRD 25427 ↗)

CAMBRIDGE INVESTMENT RESEARCH, INC. BrokerCheck CRD 39543 ↗
Matthew Myers BrokerCheck CRD 2506930 ↗
via PRIVATE CLIENT SERVICES, LLC (CRD 120222 ↗)

Norma Nisbet BrokerCheck CRD 5590290 ↗
via COLORADO FINANCIAL SERVICE CORPORATION (CRD 104343 ↗)

Ronald York BrokerCheck CRD 4308987 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Richard Berger BrokerCheck CRD 702839 ↗
via TRIAD ADVISORS LLC (CRD 25803 ↗)

Steven Tellar BrokerCheck CRD 6012496 ↗
via AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (CRD 18487 ↗)

GARY EARL CONLEY BrokerCheck CRD 52159 ↗
via AMERICAN INVESTORS COMPANY (CRD 38 ↗)

DAVID ALEXANDER VILENO BrokerCheck CRD 5848435 ↗
via AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (CRD 18487 ↗)

SAMUEL A JULIAN BrokerCheck CRD 4488869 ↗
via AUSDAL FINANCIAL PARTNERS, INC. (CRD 7995 ↗)

Jeffrey Bangerter BrokerCheck CRD 1687028 ↗
via BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CRD 13609 ↗)

RYAN DAVID FINCH BrokerCheck CRD 6379871 ↗
via COLORADO FINANCIAL SERVICE CORPORATION (CRD 104343 ↗)

KERRI M SULLIVAN-KREISS BrokerCheck CRD 2141713 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

ADAM DANIEL GALLEGOS BrokerCheck CRD 4444399 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

HIRO ROBERT KAGIYAMA BrokerCheck CRD 5443419 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

DFPG INVESTMENTS, INC. BrokerCheck CRD 155576 ↗
HD VEST INVESTMENT SERVICES BrokerCheck CRD 13686 ↗
Jennifer Goralski BrokerCheck CRD 6737853 ↗
via HARBOUR INVESTMENTS, INC. (CRD 19258 ↗)

INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
INVESTACORP, INC. BrokerCheck CRD 7684 ↗
LIGHTHOUSE CAPITAL GROUP, LLC BrokerCheck CRD 169135 ↗
PAUL M GETTY BrokerCheck CRD 6470002 ↗
via LIGHTPATH CAPITAL, INC (CRD 34617 ↗)

DAVID CLARK GOSSLING BrokerCheck CRD 2545451 ↗
via LINCOLN FINANCIAL ADVISORS CORPORATION (CRD 3978 ↗)

WILLIAM HUGH BLACK BrokerCheck CRD 709696 ↗
via LION STREET FINANCIAL, LLC (CRD 165828 ↗)

HUGO GRIMALDI BrokerCheck CRD 4626118 ↗
via MONEY CONCEPTS CAPITAL CORP (CRD 12963 ↗)

ERIC ARTHUR BICKNESE BrokerCheck CRD 2829451 ↗
via NATIONWIDE PLANNING ASSOCIATES INC. (CRD 31029 ↗)

CHRISTINA SUZANNE NIELSON BrokerCheck CRD 4866971 ↗
via PRIMEX (CRD 29394 ↗)

SPENCER LUND WESTON BrokerCheck CRD 1482772 ↗
via QUESTAR CAPITAL CORPORATION (CRD 43100 ↗)

JOHN TARKINGTON CHRISTY BrokerCheck CRD 4573758 ↗
via ROYAL ALLIANCE ASSOCIATES, INC. (CRD 23131 ↗)

ANDREA JEAN WILT BrokerCheck CRD 5902573 ↗
via ROYAL ALLIANCE ASSOCIATES, INC. (CRD 23131 ↗)

CONNIE LYNN HEIER BrokerCheck CRD 4428370 ↗
via ROYAL ALLIANCE ASSOCIATES, INC. (CRD 23131 ↗)

TIMOTHY JOHN SHERER BrokerCheck CRD 833618 ↗
via SANDLAPPER SECURITIES, LLC (CRD 137906 ↗)

RYAN JONATHAN SHERER BrokerCheck CRD 5952617 ↗
via SANDLAPPER SECURITIES, LLC (CRD 137906 ↗)

TOMAS JUHAN VELKEN BrokerCheck CRD 1600404 ↗
via SIGMA FINANCIAL CORPORATION (CRD 14303 ↗)

JEFFREY JOHN MCKAY BrokerCheck CRD 818303 ↗
via VOYA FINANCIAL ADVISORS, INC. (CRD 2882 ↗)

BRUCE TOWNSEND FORMES BrokerCheck CRD 2545114 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Curtis Sathre BrokerCheck CRD 2459115 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Robert Fagan BrokerCheck CRD 1572927 ↗
via Madison Avenue Securities, LLC (CRD 23224 ↗)

David Mire BrokerCheck CRD 1144000 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Maxwell Phillips BrokerCheck CRD 4953387 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

John Kwasny BrokerCheck CRD 1059113 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Stanley Lewandoski BrokerCheck CRD 4476450 ↗
via ARKADIOS CAPITAL (CRD 282710 ↗)

CHRISTOPHER LOUIS HASBROUCK BrokerCheck CRD 4886421 ↗
via BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CRD 13609 ↗)

S PAUL LORUSSO SR. BrokerCheck CRD 5838694 ↗
via FSC SECURITIES CORPORATION (CRD 7461 ↗)

FRANK B HANNA JR BrokerCheck CRD 5736178 ↗
via LINCOLN FINANCIAL ADVISORS CORPORATION (CRD 3978 ↗)

BRYAN R COGLIANO BrokerCheck CRD 4367535 ↗
via LINCOLN FINANCIAL ADVISORS CORPORATION (CRD 3978 ↗)

JAMES MICHAEL RAINE BrokerCheck CRD 2360466 ↗
via QUESTAR CAPITAL CORPORATION (CRD 43100 ↗)

SAMUEL RYAN EDWARDS BrokerCheck CRD 4505066 ↗
via SAGEPOINT FINANCIAL, INC. (CRD 133763 ↗)

KAREN A FLEMING BrokerCheck CRD 1142002 ↗
via SAGEPOINT FINANCIAL, INC. (CRD 133763 ↗)

JULIENNE ELIZABETH RIDDELL BrokerCheck CRD 5682274 ↗
via SANDLAPPER SECURITIES, LLC (CRD 137906 ↗)

AMERICAN FIDELITY SECURITIES, INC. BrokerCheck CRD 11852 ↗
MYRON DALE ERSTAD BrokerCheck CRD 4771925 ↗
via TRIAD ADVISORS LLC (CRD 25803 ↗)

RANDALL LEE BREHMER BrokerCheck CRD 2052318 ↗
via WOODBURY FINANCIAL SERVICES, INC. (CRD 421 ↗)

BRICE MICHAEL TERBEEST BrokerCheck CRD 6222441 ↗
via WOODBURY FINANCIAL SERVICES, INC. (CRD 421 ↗)
EDGAR ↗
Nov 16, 2018 D/A
InPoint Commercial Real Estate Income, Inc.
File 021-274787
$36,500,000 (est.)$0$0Inland Securities Corporation BrokerCheck CRD 15807 ↗
Stonecrest Capital Markets Inc. BrokerCheck CRD 39616 ↗
Moloney Securities Co, Inc BrokerCheck CRD 38535 ↗
Lincoln Investment Planning Inc BrokerCheck CRD 519 ↗
NTB Financial Corporation BrokerCheck CRD 7425 ↗
Money Concepts Capital Corp BrokerCheck CRD 12963 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Innovation Partners LLC BrokerCheck CRD 146344 ↗
Capital Financial Services Inc BrokerCheck CRD 107960 ↗
Saxony Securities Inc BrokerCheck CRD 115547 ↗
Lowell & Company, Inc. BrokerCheck CRD 24913 ↗
Lion Street Financial LLC BrokerCheck CRD 165828 ↗
Somerset Securities Inc BrokerCheck CRD 2493 ↗
R.M. Duncan Securities Inc BrokerCheck CRD 14344 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Cambridge Investment Research Inc BrokerCheck CRD 39543 ↗
First Financial Equity Corp BrokerCheck CRD 16507 ↗
M Holdings Securities Inc BrokerCheck CRD 43285 ↗
BD4RIA Inc BrokerCheck CRD 290240 ↗
Integrity Brokerage Services Inc BrokerCheck CRD 117589 ↗
EDGAR ↗
Oct 30, 2018 D/A
Colorado Multifamily Portfolio IV DST
File 021-307843
$10,268,292 (est.)$0$5,277,282 (est.)
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.
Michael Franklin BrokerCheck CRD 5390262 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Gregory Mankey BrokerCheck CRD 4848080 ↗
via Investment Planners, Inc. (CRD 18557 ↗)

Iaian Filippini BrokerCheck CRD 4708877 ↗
via RCX Capital Group LLC (CRD 114290 ↗)

Jennifer Wildman BrokerCheck CRD 4973672 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Mark Baran BrokerCheck CRD 870541 ↗
via Silber Bennett Financial, Inc. (CRD 156435 ↗)

Joseph Broadbent BrokerCheck CRD 3132498 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Cynthia Shelton BrokerCheck CRD 3063251 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Kenneth Tanaka BrokerCheck CRD 2108701 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Justin Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Kirk Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Christopher Riel BrokerCheck CRD 6222615 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Roger Coit BrokerCheck CRD 50331 ↗
via American Investors Co Lsy Dba (CRD 38 ↗)

Alex Kowalski BrokerCheck CRD 4495275 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Stuart Valentine BrokerCheck CRD 1646981 ↗
via Vanderbilt Securities (CRD 5953 ↗)

Tom Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Edwin Suzuki BrokerCheck CRD 4851317 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Carl Benedict BrokerCheck CRD 1178319 ↗
via United Planners' Financial Services (CRD 20804 ↗)

Jordan Murray BrokerCheck CRD 5830451 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital Inc. (CRD 34617 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Raymond DeWitt BrokerCheck CRD 2894063 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

David Hays BrokerCheck CRD 2434893 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Gordon Hamilton BrokerCheck CRD 5028789 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Josh Griffin BrokerCheck CRD 4664355 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Craig Rollins BrokerCheck CRD 1896698 ↗
via DFPG Investments, Inc (CRD 155576 ↗)

Andrew Friedman BrokerCheck CRD 1038517 ↗
via American Portfolios Financial Svcs (CRD 18487 ↗)

Robert Binkele BrokerCheck CRD 2393598 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Bryon Martinsen BrokerCheck CRD 1621649 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Clint Potts BrokerCheck CRD 5366136 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Michael Puls BrokerCheck CRD 2671882 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

William Herford BrokerCheck CRD 2066018 ↗
via Triad Advisors, Inc. (CRD 118583 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

David Kangas BrokerCheck CRD 6591398 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Jason Santos BrokerCheck CRD 4138976 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Toni Sutherland BrokerCheck CRD 2729672 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Dieter Thurow BrokerCheck CRD 1435375 ↗
via NPB Financial Group, LLC (CRD 137743 ↗)

Neil McAuliffe BrokerCheck CRD 1787693 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Michael Stieglitz BrokerCheck CRD 4623788 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Scott Parker Inabnet BrokerCheck CRD 4603481 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Ronald Manso BrokerCheck CRD 1354467 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Ronald Myers BrokerCheck CRD 2719227 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Robert Smith BrokerCheck CRD 1412333 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Robert Schultz BrokerCheck CRD 4163450 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

David Anderson BrokerCheck CRD 1218186 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Aaron Broz BrokerCheck CRD 4685895 ↗
via Securities America Inc. (CRD 10205 ↗)

Mark Gillelen BrokerCheck CRD 1868626 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Milan Madhani BrokerCheck CRD 4365064 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Michael Moomaw BrokerCheck CRD 6236376 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Damian Dering BrokerCheck CRD 2854253 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Benjamin Horn BrokerCheck CRD 5245495 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Shao-Tsung Tseng BrokerCheck CRD 5704440 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities L.P (CRD 6312 ↗)

Christopher Haberl BrokerCheck CRD 2279941 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Ann Stewart BrokerCheck CRD 2388888 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Charles Wagner BrokerCheck CRD 2761324 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Larry Law BrokerCheck CRD 1273118 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Michael Desepoli BrokerCheck CRD 5440204 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Byron Ishiwata BrokerCheck CRD 4610456 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

John Nguyen BrokerCheck CRD 4919629 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

John Marcheso BrokerCheck CRD 869337 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

John Lewis BrokerCheck CRD 1778039 ↗
via Questar Capital (CRD 43100 ↗)

RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Eric Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Chris Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Timothy Croak BrokerCheck CRD 1673702 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Christina Orta BrokerCheck CRD 3278327 ↗
via Securities America Inc. (CRD 10205 ↗)

Brian Peardon BrokerCheck CRD 4819319 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Samuel Heller BrokerCheck CRD 6688484 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

William Tufts BrokerCheck CRD 2053884 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Benjamin Disalle BrokerCheck CRD 2030953 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

Mike Kilpatrick BrokerCheck CRD 1278618 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Peter Mc Neil BrokerCheck CRD 4378567 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Aubrey Morrow BrokerCheck CRD 836500 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Frank Maldonado BrokerCheck CRD 6544942 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Kevin Fitzgerald BrokerCheck CRD 1754938 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Scott Brown BrokerCheck CRD 4322420 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Roberto J Duran BrokerCheck CRD 4120580 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Ross Atefi BrokerCheck CRD 577443 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

John McKee BrokerCheck CRD 1931547 ↗
via Investment Architects, Inc. (CRD 17774 ↗)

Kevin Neyrey BrokerCheck CRD 4485672 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Terri Fassi BrokerCheck CRD 2526113 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Spencer Weston BrokerCheck CRD 1482772 ↗
via Questar Capital (CRD 43100 ↗)

Daniel Ruben BrokerCheck CRD 5716704 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Kristina Paz BrokerCheck CRD 5043611 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Ann Stewart BrokerCheck CRD 2388888 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Karen Codman BrokerCheck CRD 2774511 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Loren Kagan BrokerCheck CRD 5758418 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Jack Thomas BrokerCheck CRD 2773136 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Biho Cha BrokerCheck CRD 4330839 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Donovan Kelly BrokerCheck CRD 2622366 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Matthew Roberson BrokerCheck CRD 3090052 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)
EDGAR ↗
Oct 30, 2018 D/A
Florida Multifamily Portfolio DST
File 021-312908
$3,246,065 (est.)$0$1,799,585 (est.)
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
Troy Thomas BrokerCheck CRD 4691720 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Peter Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities LLC (CRD 146993 ↗)

Chris Boynton BrokerCheck CRD 4265211 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
James Lamont BrokerCheck CRD 2846228 ↗
via Whitehall-Parker Securities, Inc. (CRD 10608 ↗)

Iaian Filippini BrokerCheck CRD 4708877 ↗
via RCX Capital Group LLC (CRD 114290 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Justin Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Biho Cha BrokerCheck CRD 4330839 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Ronald Cole BrokerCheck CRD 1434325 ↗
via Colorado Financial Service Corp (CRD 104343 ↗)

John Jenkins BrokerCheck CRD 1163851 ↗
via Arete Wealth Management, LLC. (CRD 44856 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Timothy Whipple BrokerCheck CRD 2829688 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Alexander Haviland BrokerCheck CRD 6364128 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Jeff Graumlich BrokerCheck CRD 4816380 ↗
via Colorado Financial Service Corp (CRD 104343 ↗)

Brian Kampbell BrokerCheck CRD 4211321 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Adam Bryan BrokerCheck CRD 5443986 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Mark Gopen BrokerCheck CRD 2989672 ↗
via National Securities Corp. (CRD 7569 ↗)

Brian Vosberg BrokerCheck CRD 4476509 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

James Watkins BrokerCheck CRD 4972335 ↗
via Simmons First Investment Group Inc (CRD 47439 ↗)

Shelley Cole BrokerCheck CRD 2554859 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Robert Charlton BrokerCheck CRD 4410333 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Ivan West BrokerCheck CRD 4921015 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Evan Dickens BrokerCheck CRD 6001407 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Thomas Paine BrokerCheck CRD 2285372 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Dan Werry BrokerCheck CRD 4721789 ↗
via Lighthouse Capital Group LLC (CRD 169135 ↗)

Michael Franklin BrokerCheck CRD 5390262 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Lois Leynse BrokerCheck CRD 2949395 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Andres Ichaso BrokerCheck CRD 6265351 ↗
via Lighthouse Capital Group LLC (CRD 169135 ↗)

Dinesh Gupta BrokerCheck CRD 6469999 ↗
via Lightpath Capital Inc. (CRD 34617 ↗)

Grant Conness BrokerCheck CRD 4778193 ↗
via Madison Avenue Securities, LLC (CRD 23224 ↗)

Kyle Imholte BrokerCheck CRD 5448950 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Konstantin Chrenow BrokerCheck CRD 4175488 ↗
via Kovack Securities, Inc. (CRD 44848 ↗)

Jeffrey Bangerter BrokerCheck CRD 1687028 ↗
via Berthel Fisher & Co Financial Svcs (CRD 13609 ↗)

Jody Otto BrokerCheck CRD 1587943 ↗
via Securities America Inc. (CRD 10205 ↗)

Ronald Pompei BrokerCheck CRD 1439110 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

Stephen Holt BrokerCheck CRD 5900842 ↗
via Lighthouse Capital Group LLC (CRD 169135 ↗)

Douglas Langley BrokerCheck CRD 4177405 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Nir Regev BrokerCheck CRD 1847410 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

John Vento BrokerCheck CRD 2082971 ↗
via H.D Vest Investment Securities Inc (CRD 13686 ↗)

Lynn Rotz BrokerCheck CRD 5884398 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Timur Mezhlumov BrokerCheck CRD 3194023 ↗
via H.D Vest Investment Securities Inc (CRD 13686 ↗)

Ryan Haag BrokerCheck CRD 2432783 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Terry Shea BrokerCheck CRD 1654953 ↗
via Whitehall-Parker Securities Inc. (CRD 10608 ↗)

Keith Patterson BrokerCheck CRD 2131574 ↗
via Investacorp, Inc (CRD 7684 ↗)

Jason McMurtry BrokerCheck CRD 2871788 ↗
via Westpark Capital Inc (CRD 39914 ↗)

James Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors, Inc (CRD 118583 ↗)

Barbara Larson BrokerCheck CRD 3069515 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

John Azzara BrokerCheck CRD 1050458 ↗
via Lincoln Financial Securities Corp (CRD 3870 ↗)

Andrew Martz BrokerCheck CRD 5118326 ↗
via Western International Secs Inc (CRD 39262 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates, Inc (CRD 31029 ↗)

Adam Young BrokerCheck CRD 6640146 ↗
via Nationwide Planning Associates, (CRD 31029 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Carmen Morrone BrokerCheck CRD 1898874 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Marcel Pahmer BrokerCheck CRD 4565391 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Roger Gamble BrokerCheck CRD 1577458 ↗
via Client One Securities LLC (CRD 152974 ↗)

James Parry BrokerCheck CRD 1877092 ↗
via Triad Advisors, Inc (CRD 118583 ↗)

Edward Waldron BrokerCheck CRD 2216457 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Bryan Decker BrokerCheck CRD 5527656 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Wil Felix BrokerCheck CRD 2693672 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Joshua Koehnen BrokerCheck CRD 4551444 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

George Vieth BrokerCheck CRD 1925999 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Peter Mc Neil BrokerCheck CRD 4378567 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Christopher Halbleib BrokerCheck CRD 6369710 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Jared Sutton BrokerCheck CRD 5600742 ↗
via Voya Financial Advisors (CRD 2882 ↗)

John Chess BrokerCheck CRD 4812430 ↗
via Investacorp, Inc. (CRD 7584 ↗)

Patrick Conway BrokerCheck CRD 1337831 ↗
via Investacorp, Inc. (CRD 7584 ↗)

Rohn Hein BrokerCheck CRD 1386094 ↗
via American Portfolio Financial Svcs (CRD 18487 ↗)

Carl Worden BrokerCheck CRD 3130121 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Warren Thomas BrokerCheck CRD 2299254 ↗
via Lighthouse Capital Group LLC (CRD 169135 ↗)
EDGAR ↗
Oct 12, 2018 D/A
Healthcare Hospitality DST
File 021-320293
$1,347,310 (est.)$0$2,380,240 (est.)
Estimate of certain fees, including Dealer Fee & Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
Inland Securities Corporation BrokerCheck CRD 32775 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Joseph Michaletz BrokerCheck CRD 1327534 ↗
via LEWIS FINANCIAL GROUP, L.C. (CRD 36673 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via PRIMEX (CRD 29394 ↗)

RCX CAPITAL GROUP, LLC BrokerCheck CRD 114290 ↗
Joral Schmalle BrokerCheck CRD 4491484 ↗
via SIGMA FINANCIAL CORPORATION (CRD 14303 ↗)

CURTIS JEROME SATHRE III BrokerCheck CRD 2459115 ↗
via JRL CAPITAL CORPORATION (CRD 10225 ↗)

JON PAUL CIRELLI BrokerCheck CRD 4729737 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

TOMAS JUHAN VELKEN BrokerCheck CRD 1600404 ↗
via SIGMA FINANCIAL CORPORATION (CRD 14303 ↗)
EDGAR ↗
Oct 4, 2018 D/A
National Multifamily Portfolio III DST
File 021-302005
$8,954,943 (est.)$0$4,696,300 (est.)
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.
Robert Smith BrokerCheck CRD 1412333 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Craig Sickler BrokerCheck CRD 4222992 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Tim Clairmont BrokerCheck CRD 2847591 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

John Harvey BrokerCheck CRD 4227692 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Karl Norman BrokerCheck CRD 349146 ↗
via Polar Investment Counsel, Inc. (CRD 42847 ↗)

Steven Kolinsky BrokerCheck CRD 1090913 ↗
via American Portfolios Financial Svcs (CRD 18487 ↗)

Mike Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Leon Rousso BrokerCheck CRD 1012746 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Gary Conley BrokerCheck CRD 52159 ↗
via American Investors Co Lsy Dba (CRD 38 ↗)

John Chess BrokerCheck CRD 4812430 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Aaron Brodt BrokerCheck CRD 5017914 ↗
via Peachtree Capital Corporation (CRD 25590 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Gary Hughes BrokerCheck CRD 1700976 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Michael Marshel BrokerCheck CRD 2442018 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Nancy Jauregui BrokerCheck CRD 4237634 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Paul Cese BrokerCheck CRD 4558359 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Silver Portal Capital LLC BrokerCheck CRD 170463 ↗
Joral Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

David Walsh BrokerCheck CRD 1855452 ↗
via American Portfolios Financial Svcs (CRD 18487 ↗)

Joseph Broadbent BrokerCheck CRD 3132498 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Jennifer Wildman BrokerCheck CRD 4973672 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

David Halpern BrokerCheck CRD 4203076 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates, Inc (CRD 31029 ↗)

ames Raine BrokerCheck CRD 2360466 ↗
via Questar Capital Corp. (CRD 43100 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Larry Queen BrokerCheck CRD 851743 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Michael Markey BrokerCheck CRD 320042 ↗
via American Investors Co Lsy Dba (CRD 38 ↗)

David Toetz BrokerCheck CRD 1379388 ↗
via Independence Capital Corporation, Inc (CRD 24723 ↗)

James Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Bryan Hakola BrokerCheck CRD 4161289 ↗
via oncorde Investment Services, LLC (CRD 151604 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital Inc. (CRD 34617 ↗)

Kathleen Williams-Price BrokerCheck CRD 2450125 ↗
via Lowell & Co, Inc. (CRD 24913 ↗)

Steven Lichtblau BrokerCheck CRD 1384239 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via DFPG Investments, Inc (CRD 155576 ↗)

Robert Sick BrokerCheck CRD 2831521 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Brian Vosberg BrokerCheck CRD 4476509 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Lena-jo Hartley BrokerCheck CRD 2905105 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Michael Cullen BrokerCheck CRD 1222982 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Joel Knight BrokerCheck CRD 1379212 ↗
via American Investors Co Lsy Dba (CRD 38 ↗)

Michele Martin BrokerCheck CRD 5653595 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

Tae Chung Kim BrokerCheck CRD 5637680 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Del Londono BrokerCheck CRD 2695744 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Jonathan Twidwell BrokerCheck CRD 5723365 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Stephen Swarbrick BrokerCheck CRD 2444058 ↗
via Questar Capital Corp. (CRD 43100 ↗)

Brett Ohlen BrokerCheck CRD 6406246 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Kirk Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Chris White BrokerCheck CRD 1495944 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Roger Coit BrokerCheck CRD 50331 ↗
via American Investors Co Lsy Dba (CRD 38 ↗)

Orest Baransky BrokerCheck CRD 2808117 ↗
via Royal Alliance (CRD 23131 ↗)

Salvatore Agnello BrokerCheck CRD 4180547 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Anders Haugen BrokerCheck CRD 5227103 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

Jeffrey Bangerter BrokerCheck CRD 1687028 ↗
via Berthel Fisher & Co Financial Svcs (CRD 13609 ↗)

Eric Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Raymond DeWitt BrokerCheck CRD 2894063 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Michael Busch BrokerCheck CRD 2196367 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Neil Mc Auliffe BrokerCheck CRD 1787693 ↗
via Crown Capital Securities L.P (CRD 6312 ↗)

Stacy Morimoto BrokerCheck CRD 4420782 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Clyde Patton BrokerCheck CRD 4560787 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Jay Hovis BrokerCheck CRD 6647870 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Eric Holtz BrokerCheck CRD 5821492 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Goff BrokerCheck CRD 1919761 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Gregory Mankey BrokerCheck CRD 4848080 ↗
via Investment Planners, Inc. (CRD 18557 ↗)

Gregory Rhodes BrokerCheck CRD 2184542 ↗
via Money Concepts Capital Corp. (CRD 12963 ↗)

Kirk Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp (CRD 14869 ↗)

Christopher Riel BrokerCheck CRD 6222615 ↗
via Ameritas Investment Corp (CRD 14869 ↗)

John Scully BrokerCheck CRD 803539 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Timothy Tehan BrokerCheck CRD 3230535 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Christopher Wright BrokerCheck CRD 4134973 ↗
via Center Street Securities, Inc (CRD 26898 ↗)

Gordon Hamilton BrokerCheck CRD 5028789 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Josh Griffin BrokerCheck CRD 4664355 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Milan Madhani BrokerCheck CRD 4365064 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Byron Ishiwata BrokerCheck CRD 4610456 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Daniel Raupp BrokerCheck CRD 4079107 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Dustin Tenbroeck BrokerCheck CRD 5019784 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Michael Torchia BrokerCheck CRD 4434574 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Samuel Heller BrokerCheck CRD 6688484 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Jeffrey McKay BrokerCheck CRD 818303 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Kevin Myeroff BrokerCheck CRD 1488440 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Kirk Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Melinda Olbert BrokerCheck CRD 2893793 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

James Franklin BrokerCheck CRD 4799613 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Dave White BrokerCheck CRD 464919 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Jeffrey Arburn BrokerCheck CRD 1475817 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

David Stone BrokerCheck CRD 2280955 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Matthew Roberson BrokerCheck CRD 3090052 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Robert Tweed BrokerCheck CRD 2339324 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Debbie Birch BrokerCheck CRD 4043371 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Dan Shimogawa BrokerCheck CRD 4794100 ↗
via Sagepoint Financial, Inc (CRD 133763 ↗)

James Horn BrokerCheck CRD 1721412 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Peter Maniscalco BrokerCheck CRD 4435025 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Shawn Williamson BrokerCheck CRD 2829022 ↗
via The Strategic Financial Alliance (CRD 126514 ↗)
EDGAR ↗
Jul 10, 2018 D/A
Colorado Multifamily Portfolio III DST
File 021-299710
$7,218,424 (est.)$0$4,590,850 (est.)
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.
Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Robert Smith BrokerCheck CRD 1412333 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Tim Clairmont BrokerCheck CRD 2847591 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Tom Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Michelle Herickhoff BrokerCheck CRD 6388484 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Jeremy Willner BrokerCheck CRD 2435220 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Brian Hagen BrokerCheck CRD 5189815 ↗
via D H Hill Securities (CRD 41528 ↗)

Justin Bachman BrokerCheck CRD 6412695 ↗
via Capulent LLC (CRD 155155 ↗)

James Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Frank Richardson BrokerCheck CRD 721293 ↗
via Investacorp, Inc. (CRD 7684 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Iaian Filippini BrokerCheck CRD 4708877 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Robert Pecha BrokerCheck CRD 5579770 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Craig Sickler BrokerCheck CRD 4222992 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Douglas Bertke BrokerCheck CRD 5446244 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Paul Manese BrokerCheck CRD 4642565 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Davin Carey BrokerCheck CRD 5413012 ↗
via H.D. Vest Investment Securities Inc (CRD 13686 ↗)

Bruce Wellings BrokerCheck CRD 4436815 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Eric Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Peter Fisher BrokerCheck CRD 1259923 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Dirk Jacobs BrokerCheck CRD 2209894 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Scully BrokerCheck CRD 803539 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Dieter Thurow BrokerCheck CRD 1435375 ↗
via NPB Financial Group, LLC (CRD 137743 ↗)

Robert Horning BrokerCheck CRD 2311640 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Hugh Barndollar BrokerCheck CRD 2084783 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Thomas Deichert BrokerCheck CRD 1263527 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

John Harvey BrokerCheck CRD 4227692 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

William Lapiana BrokerCheck CRD 4580411 ↗
via Newbridge Securities, Inc (CRD 104065 ↗)

Gregg Kiefer BrokerCheck CRD 3230611 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Steven Kolinsky BrokerCheck CRD 1090913 ↗
via American Portfolios Financial Svcs (CRD 18487 ↗)

Adam Bryan BrokerCheck CRD 5443986 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Michele Martin BrokerCheck CRD 5653595 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

Karl Norman BrokerCheck CRD 349146 ↗
via Polar Investment Counsel, Inc. (CRD 42847 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
Bryan Hakola BrokerCheck CRD 4161289 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Mike Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

James Gambaccini BrokerCheck CRD 4619759 ↗
via The Strategic Financial Alliance (CRD 126514 ↗)

AnnMarie Milinazzo BrokerCheck CRD 2500498 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Gregory Hunter BrokerCheck CRD 2867265 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Kent Porter BrokerCheck CRD 1408207 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Leon Rousso BrokerCheck CRD 1012746 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Aaron Brodt BrokerCheck CRD 5017914 ↗
via Peachtree Capital Corporation (CRD 25590 ↗)

Rey Frimmersdorf BrokerCheck CRD 214866 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Gary Hughes BrokerCheck CRD 1700976 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Patrick Conway BrokerCheck CRD 1337831 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Benjamin Disalle BrokerCheck CRD 2030953 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

Dan Pias BrokerCheck CRD 2267643 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Rylan Rozell BrokerCheck CRD 5034877 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Charles Wagner BrokerCheck CRD 2761324 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Dinesh Gupta BrokerCheck CRD 6469999 ↗
via Lightpath Capital Inc. (CRD 34617 ↗)

John Marshall BrokerCheck CRD 2811801 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Rollance (Ron) Verkennis BrokerCheck CRD 2766877 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Robert Downing BrokerCheck CRD 2620904 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Paul Cese BrokerCheck CRD 4558359 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Stuart Valentine BrokerCheck CRD 1646981 ↗
via Vanderbilt Securities, LLC (CRD 5953 ↗)

Peter Han BrokerCheck CRD 4704497 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Hannah Buschborn BrokerCheck CRD 5752976 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Jennifer Wildman BrokerCheck CRD 4973672 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Timothy J Sherer BrokerCheck CRD 833618 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Ryan Sherer BrokerCheck CRD 5952617 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Chris Boynton BrokerCheck CRD 4265211 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Gerrin De Groot BrokerCheck CRD 4817044 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Ralph Waller BrokerCheck CRD 3196853 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Jonathan Keller BrokerCheck CRD 4344114 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Jeffrey McKay BrokerCheck CRD 818303 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates, Inc (CRD 31029 ↗)

Jeffrey Arburn BrokerCheck CRD 1475817 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

James Westermeyer BrokerCheck CRD 1983561 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Daniel Loy BrokerCheck CRD 3029654 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Mark Coombe BrokerCheck CRD 2733655 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Scott Park Inabnet BrokerCheck CRD 4603481 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Brent Lee BrokerCheck CRD 5436195 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Roger Van Pelt BrokerCheck CRD 1742560 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Adam Gallegos BrokerCheck CRD 4444399 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Hiro Kaglyama BrokerCheck CRD 5443419 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

John McKeon BrokerCheck CRD 5286647 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Mark Gillelen BrokerCheck CRD 1868626 ↗
via First Allied Securities, Inc (CRD 32444 ↗)

Benjamin Hill BrokerCheck CRD 2983275 ↗
via Galt Financial Group, Inc (CRD 146976 ↗)

Michael Cullen BrokerCheck CRD 1222982 ↗
via Sagepoint Financial, Inc (CRD 133763 ↗)

Joel Knight BrokerCheck CRD 1379212 ↗
via American Investors Co Lay Dba (CRD 38 ↗)

Jared Sutton BrokerCheck CRD 5600742 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Del Londono BrokerCheck CRD 2695744 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Bill Lucas BrokerCheck CRD 2355061 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Duane Swanson BrokerCheck CRD 1456892 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Brett Ohlen BrokerCheck CRD 6406246 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Larry Grayson BrokerCheck CRD 6249430 ↗
via Center Street Securities, Inc. (CRD 26898 ↗)

Orest Baransky BrokerCheck CRD 2808117 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Neil Mc Auliffe BrokerCheck CRD 1787693 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Christina Orta BrokerCheck CRD 3278327 ↗
via Securities America Inc. (CRD 10205 ↗)

Jeffrey Ross BrokerCheck CRD 3119644 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Duncan Eng BrokerCheck CRD 2536048 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Gene Alvin Brehm BrokerCheck CRD 2815437 ↗
via Saxony Securities (CRD 115547 ↗)

Joseph Kovar BrokerCheck CRD 4244710 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Jay Hovis BrokerCheck CRD 6647870 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)
EDGAR ↗
Jun 5, 2018 D/A
Colorado Springs Multifamily DST
File 021-300747
$2,288,992 (est.)$0$1,576,351 (est.)
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.
Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Daniel Raupp BrokerCheck CRD 4079107 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Steven Henderson BrokerCheck CRD 2581092 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, Inc (CRD 155576 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates, Inc (CRD 31029 ↗)

Chris Hudson BrokerCheck CRD 6561565 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Terry Shea BrokerCheck CRD 1654953 ↗
via Whitehall-Parker Securities, Inc. (CRD 10608 ↗)

Dinesh Gupta BrokerCheck CRD 6469999 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Samuel Angelo BrokerCheck CRD 1126535 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Mitchal O'Hare BrokerCheck CRD 4561108 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Sigrid Daugaard BrokerCheck CRD 5481583 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Robert Smith BrokerCheck CRD 1412333 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Walter Heidenreich III BrokerCheck CRD 5073559 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital Inc. (CRD 34617 ↗)

Edwin Suzuki BrokerCheck CRD 4851317 ↗
via Westpark Capital Inc (CRD 39914 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Shawn Valentine BrokerCheck CRD 4632973 ↗
via Calton & Associates (CRD 20999 ↗)

Adam Costarella BrokerCheck CRD 5957661 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Andrew Norman BrokerCheck CRD 4515286 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Brock Brady BrokerCheck CRD 4638576 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Frank Smith BrokerCheck CRD 4411417 ↗
via National Securities Corp. (CRD 7569 ↗)

Mike Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

David Cowguill BrokerCheck CRD 1275601 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Mike Cruz BrokerCheck CRD 2130750 ↗
via Courtlandt Securities Corp (CRD 137356 ↗)

Dustin Tenbroeck BrokerCheck CRD 5019784 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Jeffrey McKay BrokerCheck CRD 818303 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Ron Horvitz BrokerCheck CRD 1277033 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Peter Chernin BrokerCheck CRD 6787497 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Tim Clairmont BrokerCheck CRD 2847591 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

Scott Wolters BrokerCheck CRD 847713 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Michael Moomaw BrokerCheck CRD 6236376 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Dennis Briscoe BrokerCheck CRD 2049353 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Dwight Galda BrokerCheck CRD 1099936 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Roger Van Pelt BrokerCheck CRD 1742560 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Randall Brehmer BrokerCheck CRD 2052318 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Rylan Rozell BrokerCheck CRD 5034877 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Paul Goldman BrokerCheck CRD 1622674 ↗
via National Securities Corp. (CRD 7569 ↗)

William Tufts BrokerCheck CRD 2053884 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Brian Hagen BrokerCheck CRD 5189815 ↗
via D H Hill Securities (CRD 41528 ↗)

Davin Carey BrokerCheck CRD 5413012 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Todd Juenger BrokerCheck CRD 2528095 ↗
via Conover Securities Corporation (CRD 17129 ↗)

Zoe Ng BrokerCheck CRD 4497181 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Elliott Tracy BrokerCheck CRD 5745365 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Don Hartmann BrokerCheck CRD 1003231 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Vint Hartmann BrokerCheck CRD 2686726 ↗
via Cambridge Investment Research (CRD 39543 ↗)

John Christy BrokerCheck CRD 4573758 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Gerrin De Groot BrokerCheck CRD 4817044 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Bradley Fritz BrokerCheck CRD 3088002 ↗
via Cambridge Investment Research (CRD 39543 ↗)

John Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

James Raia BrokerCheck CRD 2397301 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

John Azzara BrokerCheck CRD 1050458 ↗
via Lincoln Financial Securities Corp (CRD 3870 ↗)

Richard Park BrokerCheck CRD 4557055 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Jonathan Keller BrokerCheck CRD 4344114 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Aubrey Morrow BrokerCheck CRD 836500 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Eric Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Dieter Thurow BrokerCheck CRD 1435375 ↗
via NPB Financial Group, LLC (CRD 137743 ↗)

Shannon Markle BrokerCheck CRD 4358151 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Angela Frazier BrokerCheck CRD 6262219 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Richard Brewer BrokerCheck CRD 1263257 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Jeff Warren BrokerCheck CRD 5616071 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Craig Truman BrokerCheck CRD 1545620 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Kevin Loyd BrokerCheck CRD 4447419 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Ann Stewart BrokerCheck CRD 2388888 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Rey Frimmersdorf BrokerCheck CRD 214866 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Paul Cese BrokerCheck CRD 4558359 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Craig Truman BrokerCheck CRD 1545620 ↗
via Royal Alliance Associates, Inc (CRD 23131 ↗)

Harry Horn BrokerCheck CRD 1031140 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Ross Johnson BrokerCheck CRD 1738751 ↗
via H.D Vest Investment Securities, Inc (CRD 13686 ↗)

Larry Queen BrokerCheck CRD 851743 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Mary Hanson BrokerCheck CRD 4641891 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Leonard Wyss BrokerCheck CRD 1284822 ↗
via B.B. Graham & Company, Inc (CRD 41533 ↗)

Tadeusz Markow BrokerCheck CRD 2307025 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Robert Cappadona BrokerCheck CRD 1235742 ↗
via Royal Alliance Associates, Inc (CRD 23131 ↗)

Bentley Ford BrokerCheck CRD 5866570 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Stephen Shloss BrokerCheck CRD 5429813 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Duane Swanson BrokerCheck CRD 1456892 ↗
via Voya Financial Advisors (CRD 2882 ↗)

John Harvey BrokerCheck CRD 4227692 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Eric Holtz BrokerCheck CRD 5821492 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Victor Hazard BrokerCheck CRD 1617276 ↗
via H.D. Vest Investment Securities, Inc (CRD 13686 ↗)

Jonathan Perry BrokerCheck CRD 4780457 ↗
via Lincoln Financial Securities Corp (CRD 3870 ↗)

Cindy Shi BrokerCheck CRD 4231195 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Charles Wagner BrokerCheck CRD 2761324 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Sharon Thompson BrokerCheck CRD 6451963 ↗
via RCX Capital Group LLC (CRD 114290 ↗)

Kelly Clyde BrokerCheck CRD 425839 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Cahoon BrokerCheck CRD 6327912 ↗
via JCC Advisors, LLC (CRD 146776 ↗)

Joseph Broadbent BrokerCheck CRD 3132498 ↗
via DFPG Investments, Inc (CRD 155576 ↗)

Joseph Insalaco BrokerCheck CRD 2978175 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Troy Wada BrokerCheck CRD 5636479 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Robert Shultz BrokerCheck CRD 4163450 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Peter McNeil BrokerCheck CRD 4378567 ↗
via Independent Financial Group (CRD 7717 ↗)

Dennis O'Connor BrokerCheck CRD 1595467 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)
EDGAR ↗
Mar 16, 2018 D/A
Healthcare Portfolio IV DST
File 021-304250
$1,999,517 (est.)$0$2,369,105 (est.)
Estimate of certain fees, including Dealer Fee & Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securites Coporation (CRD 15807 ↗)

Silver Portal Capital BrokerCheck CRD 114290 ↗
via Silver Portal Capital (CRD 114290 ↗)

Stacey J. Morimoto BrokerCheck CRD 4420782 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

William S. Sheehan BrokerCheck CRD 2328314 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates (CRD 31029 ↗)

Nathaniel M. Kuhn BrokerCheck CRD 4324143 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Jason A. Salmon BrokerCheck CRD 6081963 ↗
via Wealthforge Securites, LLC (CRD 152550 ↗)

Mark O. Commbe BrokerCheck CRD 2733655 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Larry D. Queen BrokerCheck CRD 851743 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Daniel L. Whittenburg BrokerCheck CRD 218920 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Chay T. Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

David W. Toetz BrokerCheck CRD 1379388 ↗
via Independence Capital Co., Inc. (CRD 24723 ↗)

Jason P. Connolly BrokerCheck CRD 4708924 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Darren P. Speight BrokerCheck CRD 5347461 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

David C. Gossling BrokerCheck CRD 2545451 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Kathleen M. Williams-Price BrokerCheck CRD 2450125 ↗
via Lowell & Company, Inc. (CRD 24913 ↗)

Steven P. Lichtblau BrokerCheck CRD 1384239 ↗
via Tirad Advisors LLC (CRD 25803 ↗)

David J. Mercer BrokerCheck CRD 6698392 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Robert S. Hamm BrokerCheck CRD 1548704 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Adam J. Starr BrokerCheck CRD 5009294 ↗
via Voya Financial Advisors, Inc. (CRD 2882 ↗)

Michael S. Cullen BrokerCheck CRD 1222982 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Harry A. Horn BrokerCheck CRD 1031140 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Leslie P. Furlong BrokerCheck CRD 6642597 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Vincient R. Bailey Sr. BrokerCheck CRD 1845517 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 130609 ↗)

Karen Y. Holmes BrokerCheck CRD 2935201 ↗
via 1s Global Capital Corp. (CRD 30349 ↗)

Tae C. Kim BrokerCheck CRD 5637680 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Jonathan J. Twidwell BrokerCheck CRD 5723365 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Delio E. Londono BrokerCheck CRD 2695744 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Mitchal D. O'Hare BrokerCheck CRD 4561108 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Sigrid A. Daugaard BrokerCheck CRD 5481583 ↗
via Cambride Investment Research, Inc. (CRD 39543 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Brian D. Vosberg BrokerCheck CRD 4476509 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Daniel J. Luke BrokerCheck CRD 432453 ↗
via Cedar Crest Advisors, LLC (CRD 187514 ↗)

Greg L. Bernhardt BrokerCheck CRD 703622 ↗
via NPB Financial Group, LLC (CRD 137743 ↗)

John P. Harvey Jr. BrokerCheck CRD 4227692 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

John G. Chess BrokerCheck CRD 4812430 ↗
via Investacorp (CRD 7684 ↗)

Robert S. Smith BrokerCheck CRD 1412333 ↗
via Conocrde Investment Services, LLC (CRD 151604 ↗)

Jeffrey L. Bangerter BrokerCheck CRD 1687028 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Corbin S. Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Michael M. Busch BrokerCheck CRD 2193637 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Richard T. Miller BrokerCheck CRD 4099093 ↗
via HD Vest Investment Services (CRD 13686 ↗)

Salvatore Francis Agnello BrokerCheck CRD 4180547 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Robert R. Sick BrokerCheck CRD 2831521 ↗
via HD Vest Investment Services (CRD 13686 ↗)

Darrin J. Shallcross Sr. BrokerCheck CRD 4925393 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Timothy K. Whipple BrokerCheck CRD 2829688 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Peter A. Pigeon BrokerCheck CRD 4550227 ↗
via Triad Advisors LLC (CRD 25803 ↗)

RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Steven M. Katz BrokerCheck CRD 2947062 ↗
via Money Concepts Capital Corp. (CRD 12963 ↗)

Clyde E. Patton BrokerCheck CRD 4560787 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Jeffrey J. Arburn BrokerCheck CRD 1475817 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

James A. Franklin BrokerCheck CRD 4799613 ↗
via 1st Global Capital Corp (CRD 30349 ↗)

Lois A. Leynse BrokerCheck CRD 2949395 ↗
via HD Vest Investment Services (CRD 13686 ↗)

Joseph A. Nugent BrokerCheck CRD 4019776 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Thomas H. Curry BrokerCheck CRD 2997794 ↗
via Lincoln Financial Securities Coporation (CRD 3870 ↗)

Cindy Shu-Way Shi BrokerCheck CRD 4231195 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)
EDGAR ↗
Mar 1, 2018 D/A
National Multifamily Portfolio II DST
File 021-296193
$4,979,255 (est.)$0 (est.)$3,408,257 (est.)
Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrues to one or more Related Persons
Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Iaian Fillippini (CRD 4708877 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Robert Smith (CRD 1412333 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Daniel Raupp (CRD 4079107 ↗)

Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
via Christina Nielson (CRD 29394 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Neil Schmerling (CRD 4075729 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Harold Briggs (CRD 4404074 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Douglas Donald (CRD 3250757 ↗)

Sagepoint Financial, Inc BrokerCheck CRD 133763 ↗
via Jonathan Hendrix (CRD 4543970 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Dominick Sarinelli (CRD 5409729 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Paul Rogers (CRD 6296495 ↗)

Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
via Justin Lowy (CRD 5935993 ↗)

Emerson Equity LLC BrokerCheck CRD 130032 ↗
via Dinesh Gupta (CRD 6469999 ↗)

Harbour Investments, Inc BrokerCheck CRD 19258 ↗
via Kendra Erkamaa (CRD 4856375 ↗)

McDermott Investment Services, LLC BrokerCheck CRD 155633 ↗
via Debra Schleining (CRD 2768752 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via G Dennis Shay (CRD 3134093 ↗)

Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
via Robert Tweed (CRD 2339324 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Michael Moomaw (CRD 6236376 ↗)

Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
via Eric Bicknese (CRD 2829451 ↗)

Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
via John Christy (CRD 4573758 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Leonard Bettencourt (CRD 4025897 ↗)

Commonwealth Financial Network BrokerCheck CRD 8032 ↗
via Bruce Horowitz (CRD 1333901 ↗)

McDermott Investment Services, LLC BrokerCheck CRD 155633 ↗
via Robert Horning (CRD 2311640 ↗)

Investment Planners, Inc BrokerCheck CRD 18557 ↗
via Tom Ealy (CRD 863042 ↗)

Investment Planners, Inc BrokerCheck CRD 18557 ↗
via John Foley (CRD 1287148 ↗)

Investment Planners, Inc BrokerCheck CRD 18557 ↗
via Caleb Smoes (CRD 5968483 ↗)

Woodbury Financial Services, Inc BrokerCheck CRD 421 ↗
via David Florell (CRD 5210813 ↗)

Investment Planners, Inc BrokerCheck CRD 18557 ↗
via Christopher Mackenzie (CRD 4164821 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Delmar McKinney (CRD 1186853 ↗)

Kovack Securities, Inc BrokerCheck CRD 44848 ↗
via Chris Hartman (CRD 1850747 ↗)

Sigma Financial Corporation BrokerCheck CRD 14303 ↗
via Tom Velken (CRD 1600404 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Berge Avedisian (CRD 2750210 ↗)

Sagepoint Financial, Inc BrokerCheck CRD 133763 ↗
via Jonathan Keller (CRD 4344114 ↗)

Westpark Capital Inc BrokerCheck CRD 39914 ↗
via David Levinson (CRD 705929 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Jerome Kotzur (CRD 4394788 ↗)

Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
via Nicholas Ellis (CRD 1082891 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Joseph Broadbent (CRD 3132498 ↗)

Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
via John Scully (CRD 803539 ↗)

FSC Securities Corporation BrokerCheck CRD 7461 ↗
via Ralph Adamo (CRD 1624126 ↗)

The Strategic Financial Alliance BrokerCheck CRD 126514 ↗
via Brian Bennett (CRD 821115 ↗)

Parkland Securites, LLC BrokerCheck CRD 115368 ↗
via Stuart Leibowitz (CRD 4483111 ↗)

Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
via Kate King (CRD 4654157 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Scott Bombeck (CRD 3042556 ↗)

FSC Securities Corporation BrokerCheck CRD 7461 ↗
via M Jay Mulligan (CRD 2491539 ↗)

Royal Alliance Associates, Inc BrokerCheck CRD 23131 ↗
via David Fingerhut (CRD 2206103 ↗)

Royal Alliance Associates, Inc BrokerCheck CRD 23131 ↗
via William Upson (CRD 1241673 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Ann Stewart (CRD 2388888 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Daniel Vincent (CRD 4400096 ↗)

Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
via Kelley Slaught (CRD 1126586 ↗)

Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
via Michael Morando (CRD 6098724 ↗)

Sagepoint Financial, Inc BrokerCheck CRD 133763 ↗
via Maxwell PHillips (CRD 4953387 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Scott Sheehan (CRD 2328614 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Marcia Geltman (CRD 5540688 ↗)

Simmons First Investment Group Inc BrokerCheck CRD 47439 ↗
via Jimmy Hicks (CRD 5069270 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Walter Heidenreich III (CRD 5073559 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Ron Horvitz (CRD 1277033 ↗)

Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
via Scott Offerman (CRD 4619093 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Michael Curley (CRD 3259110 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Mark Coombe (CRD 2733655 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Michael Stieglitz (CRD 4623788 ↗)

Capulet LLC BrokerCheck CRD 155155 ↗
via Edward Fernandez (CRD 2956667 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Gene Alvin Brehm (CRD 2815437 ↗)

Primex Prime Electronic Execution Inc BrokerCheck CRD 4866971 ↗
via Christina Nielson (CRD 29394 ↗)

Diane Jaworski-Faulhaber BrokerCheck CRD 3093135 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Walter Webb BrokerCheck CRD 1120975 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Michael Speer BrokerCheck CRD 2414155 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Shawn Valentine BrokerCheck CRD 4632973 ↗
via Calton & Associates (CRD 20999 ↗)

David Fingerhut BrokerCheck CRD 2206103 ↗
via Royal Alliance Associates, Inc (CRD 23131 ↗)

Wayne Pampaloni BrokerCheck CRD 2201691 ↗
via The Strategic Financial Alliance (CRD 126514 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Kelli Lynn Holliefield BrokerCheck CRD 4714815 ↗
via Calton and Associates (CRD 20999 ↗)

H.D. Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
via Alton Thiele (CRD 4236443 ↗)

Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
via Chris Corritore (CRD 2306471 ↗)

Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
via Robert Procida (CRD 1067047 ↗)

Parkland Securities, LLC BrokerCheck CRD 115368 ↗
via Gordon Hamilton (CRD 5028789 ↗)

Parkland Securities, LLC BrokerCheck CRD 115368 ↗
via Josh Griffin (CRD 4664355 ↗)

Moloney Securities Co BrokerCheck CRD 38535 ↗
via David Wood (CRD 2306563 ↗)

Centaurus Financial Inc BrokerCheck CRD 30833 ↗
via Mike Kilpatrick (CRD 1278618 ↗)

McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
via Corbin Thomas (CRD 4234748 ↗)

Woodbury Financial Services, Inc BrokerCheck CRD 421 ↗
via Paul Zalduendo (CRD 5152603 ↗)

H.D. Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
via Lisa Pugel (CRD 2506156 ↗)

Jason Coles BrokerCheck CRD 2632270 ↗
via Centaurus Financial, Inc (CRD 30833 ↗)

Herb Alston BrokerCheck CRD 5294132 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Del Londono BrokerCheck CRD 2695744 ↗
via Sagepoint Financial, Inc (CRD 133763 ↗)

Mitchal O'Hare BrokerCheck CRD 4561108 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Sigrid Daugaard BrokerCheck CRD 5481583 ↗
via Cambridge Investment Research (CRD 39543 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Spencer Weston BrokerCheck CRD 1482772 ↗
via Questar Capital Corp. (CRD 43100 ↗)

Kevin Snow BrokerCheck CRD 1941166 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Jason Hohenstein BrokerCheck CRD 2673397 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

James Gambaccini BrokerCheck CRD 4619759 ↗
via The Strategic Financial Alliance (CRD 126514 ↗)

John Hoffman BrokerCheck CRD 1582096 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Deanne Tegtmeier BrokerCheck CRD 2649519 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Richard Park BrokerCheck CRD 4557055 ↗
via Royal Alliance Associates, Inc (CRD 23131 ↗)

Manuel Ramos BrokerCheck CRD 1956224 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Brian Vosberg BrokerCheck CRD 4476509 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Michael Parise BrokerCheck CRD 5749379 ↗
via American Portfolios Financial Svcs (CRD 18487 ↗)

Gregg Kiefer BrokerCheck CRD 3230611 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Robert Bruner BrokerCheck CRD 2260319 ↗
via Questar Capital Corp. (CRD 43100 ↗)

Shannon Markle BrokerCheck CRD 4358151 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Samir Thakkar BrokerCheck CRD 1839047 ↗
via Ameritas Investment Corp (CRD 14869 ↗)
EDGAR ↗
Dec 29, 2017 D/A
Healthcare Portfolio III DST
File 021-296263
$1,456,070 (est.)$0$1,684,410 (est.)
Estimate of certain fees, including Dealer Fee & Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons.
Robert S. Smith BrokerCheck CRD 1412333 ↗
via Concorde Investement Services, LLC (CRD 151604 ↗)

Alfred J. Polizzotto III BrokerCheck CRD 2808987 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Ronald J. Lomangino BrokerCheck CRD 2404927 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Edward L. Friant BrokerCheck CRD 2122446 ↗
via Welathforge Securities, LLC (CRD 152550 ↗)

Jimmy B. Hicks BrokerCheck CRD 5069270 ↗
via Simmons First Investment Group, Inc. (CRD 47439 ↗)

Nathaniel M. Kuhn BrokerCheck CRD 4624143 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Todd D. Carter BrokerCheck CRD 3076663 ↗
via Kalos Capital, Inc, (CRD 44337 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Walter R. Webb Jr. BrokerCheck CRD 1120975 ↗
via FSC Sercurities Corporation (CRD 7461 ↗)

Joseph M. Insalaco BrokerCheck CRD 2978175 ↗
via Conocorde Investment Services, LLC (CRD 151604 ↗)

Craig M. Rolling BrokerCheck CRD 1896698 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Gary D. Ginsberg BrokerCheck CRD 1175258 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Wayne A. Pampaloni BrokerCheck CRD 2201691 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Daniel J. Mercer BrokerCheck CRD 6698392 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Robert J. Cappadona BrokerCheck CRD 1235742 ↗
via Royal Alliance Assocaties, Inc. (CRD 23131 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securites, LLC (CRD 146993 ↗)

Deborah A. Birch BrokerCheck CRD 4043371 ↗
via HD Vest Investment Services (CRD 13686 ↗)

Ferdinand Mancini BrokerCheck CRD 2132485 ↗
via American Portfolios Financial Services, Inc. (CRD 18487 ↗)

Chay T. Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securites, LLC (CRD 152550 ↗)

David K. Hays BrokerCheck CRD 2438923 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Eric S. Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Christopher D. Corritore BrokerCheck CRD 2306471 ↗
via Vanderbilt Securites, LLC (CRD 5953 ↗)

Robert Procida BrokerCheck CRD 1067047 ↗
via Vanderbilt Securities, LLC (CRD 5953 ↗)

Roy R. Jones BrokerCheck CRD 3166097 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Joshua Paul Edward Dale Ray Jones BrokerCheck CRD 5139521 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Jeffrey J. McKay BrokerCheck CRD 818303 ↗
via Voya Financial Advisors, Inc. (CRD 2882 ↗)

Frank L. Smith BrokerCheck CRD 4411417 ↗
via National Securites Corporation (CRD 7569 ↗)

Paul J. Zalduendo BrokerCheck CRD 5152603 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Wiliam M. Upson BrokerCheck CRD 1241673 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Leif E. Peterson BrokerCheck CRD 5790305 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Robert S. Fagan BrokerCheck CRD 1572927 ↗
via Madison Avenue Securities, LLC (CRD 23224 ↗)

Delio E. Londono BrokerCheck CRD 2695744 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Richard Park III BrokerCheck CRD 4557055 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

John S. Bixby BrokerCheck CRD 1440466 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Scott H. Wolters BrokerCheck CRD 847713 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Dwight K. Kay BrokerCheck CRD 5376903 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Michelle K. Herickhoff BrokerCheck CRD 6388484 ↗
via Voya Financial Advisors, Inc. (CRD 2882 ↗)

Jeremy J. Willner BrokerCheck CRD 2435220 ↗
via Voya Financial Advisors, Inc. (CRD 2882 ↗)

Paul Goldman BrokerCheck CRD 1622674 ↗
via National Securites Corproation (CRD 7569 ↗)

William A. Morrow BrokerCheck CRD 836500 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Stephen R. Gibson BrokerCheck CRD 5557258 ↗
via Money Concepts Capital Corp. (CRD 12963 ↗)

Brian D. Vosberg BrokerCheck CRD 4476509 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Anthony Casagrande BrokerCheck CRD 3154883 ↗
via HD Vest Investment Services (CRD 13686 ↗)

Hagop S. Tujian BrokerCheck CRD 4605467 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Dirk C. Jacobs BrokerCheck CRD 2209894 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

David K. Hays BrokerCheck CRD 2434893 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

John E. Bishop BrokerCheck CRD 866202 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Steven I. Kolinsky BrokerCheck CRD 1090913 ↗
via American Portfolios Financial Services, Inc. (CRD 18487 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Dec 26, 2017 D
IRPF LLC
File 021-301654
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Nov 1, 2017 D/A
Denver MSA Multifamily II DST
File 021-291226
$4,263,070 (est.)$0$2,628,799 (est.)
Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons.
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
via Chay Lapin (CRD 6275140 ↗)

Cambridge Investment Research, Inc BrokerCheck CRD 39543 ↗
via Ann Stewart (CRD 2388888 ↗)

Kovack Securities, Inc BrokerCheck CRD 44848 ↗
via Douglas Lagerstrom (CRD 2177433 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Robert Smith (CRD 1412333 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Scott Sheehan (CRD 2328614 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Timothy Stauffer (CRD 4178198 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Nathan Kuhn (CRD 4624143 ↗)

Boustead Securities, LLC BrokerCheck CRD 141391 ↗
via Edward Fernandez (CRD 2956661 ↗)

Parkland Securities, LLC BrokerCheck CRD 115368 ↗
via Blayne Anderson (CRD 5727397 ↗)

Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
via Courtney Stewart (CRD 5261708 ↗)

First Allied Securities, Inc BrokerCheck CRD 32444 ↗
via Robert Cheney (CRD 2825660 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Joseph Michaletz (CRD 1327534 ↗)

Vanderbilt FInancial Group BrokerCheck CRD 37891 ↗
via Jeffrey Baker (CRD 2102752 ↗)

H.D. Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
via Frank Douglass (CRD 5577855 ↗)

H.D. Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
via Victor Hazard (CRD 1617276 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via LeAnn Grover (CRD 3146835 ↗)

Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
via Brandon Nelson (CRD 3125377 ↗)

Sagepoint Financial, Inc BrokerCheck CRD 133763 ↗
via Mark Iskander (CRD 2326918 ↗)

Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
via Melinda Olbert (CRD 2893793 ↗)

Commonwealth Financial Network BrokerCheck CRD 8032 ↗
via Robert Condon (CRD 823679 ↗)

Commonwealth Financial Network BrokerCheck CRD 8032 ↗
via Hiro Kagiyama (CRD 5443419 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via John Wells (CRD 2479784 ↗)

Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
via Tim Clairmont (CRD 2847591 ↗)

Sagepoint Financial, Inc BrokerCheck CRD 2326918 ↗
via Erkii Peippo (CRD 4570008 ↗)

Woodbury Financial Services, Inc BrokerCheck CRD 421 ↗
via David Florell (CRD 5210813 ↗)

Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
via Timothy John Sherer (CRD 833618 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Eric Scaff (CRD 5281210 ↗)

Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
via Ryan John Sherer (CRD 5952617 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Timothy Dilley (CRD 5843205 ↗)

H.D Vest Investment Securities, Inc BrokerCheck CRD 13686 ↗
via Rob Stern (CRD 3147256 ↗)

Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
via Jeffrey Baker (CRD 2102752 ↗)

H.D Vest Investment Securities BrokerCheck CRD 13686 ↗
via AnnMarie Milinazzo (CRD 2500498 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Jeanne Duce (CRD 4580520 ↗)

Sagepoint Financial, Inc BrokerCheck CRD 2326918 ↗
via Steven Yasbeck (CRD 2293457 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Terry Scroggin (CRD 4583317 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Mitchal O'Hare (CRD 4561108 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Jack Creighton (CRD 1495897 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Sigrid Daugaard (CRD 5481583 ↗)

Royal Alliance Associates, Inc BrokerCheck CRD 23131 ↗
via Orest Baransky (CRD 2808117 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Craig Fersler (CRD 5558907 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Charles Werckenthien (CRD 1009448 ↗)

Questar Capital Corp BrokerCheck CRD 43100 ↗
via Stephen Swarbrick (CRD 2444058 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Kathryn Ducio (CRD 2967025 ↗)

First Allied Securites, Inc BrokerCheck CRD 32444 ↗
via Frisco Escudero (CRD 2794899 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Gerrin De Groot (CRD 4817044 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via J Scott Powell (CRD 3181500 ↗)

Voya Financial Advisors BrokerCheck CRD 2882 ↗
via Hovsep Dermenjian (CRD 2021912 ↗)

Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
via John Bensfield (CRD 2519689 ↗)

Investacorp, Inc BrokerCheck CRD 7684 ↗
via Hadley Weinberg (CRD 1067802 ↗)

Independence Capital Corporation BrokerCheck CRD 14136 ↗
via Thomas Scheiman (CRD 1508288 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Ron Horvitz (CRD 1277033 ↗)

FSC Securities Corporation BrokerCheck CRD 7461 ↗
via Laurence Iannarelli (CRD 1221062 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Denise Barrows (CRD 2569201 ↗)

Voya Financial Advisors BrokerCheck CRD 2882 ↗
via Lindsey McKay (CRD 4851270 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Don Hartmann (CRD 39543 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Vint Hartmann (CRD 2686726 ↗)

Kovack Securities, Inc BrokerCheck CRD 44848 ↗
via Allen Minassian (CRD 2448470 ↗)

Parkland Securities, LLC BrokerCheck CRD 115368 ↗
via Matt Rubis (CRD 5863109 ↗)

Pro Equities Inc BrokerCheck CRD 22481 ↗
via Cara Miller (CRD 4521819 ↗)

Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
via Corey Smith (CRD 4979676 ↗)

Royal Alliance Associates, Inc BrokerCheck CRD 23131 ↗
via Mark Smith (CRD 1255998 ↗)

Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
via Anders Haugen (CRD 5227103 ↗)

Emmerson Equity LLC BrokerCheck CRD 130032 ↗
via Dinesh Gupta (CRD 6469999 ↗)

Kovack Securities, Inc BrokerCheck CRD 44848 ↗
via Douglas Lagerstrom (CRD 2177433 ↗)

Ibn Financial Services, Inc BrokerCheck CRD 42360 ↗
via Thomas Kieffer (CRD 1531908 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via David Alexander (CRD 5264835 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Stacey Morimoto (CRD 4420782 ↗)

Voya Financial Advisors BrokerCheck CRD 2882 ↗
via Michael Messer (CRD 2070746 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Airung Liu (CRD 4661602 ↗)

Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
via Michael Puls (CRD 2671882 ↗)

Voya Financial Advisors BrokerCheck CRD 2882 ↗
via Jeffrey Mc Kay (CRD 818303 ↗)

Questar Capital BrokerCheck CRD 43100 ↗
via John Kosmicki (CRD 2093885 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Daniel Raupp (CRD 4079107 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Roy Pfleger (CRD 5896655 ↗)

Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
via David Cowguill (CRD 1275601 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Berge Avedisian (CRD 2750210 ↗)

Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
via Shih Liu (CRD 6115449 ↗)

Ameritas Investment Corp BrokerCheck CRD 14869 ↗
via Kirk Dobson (CRD 4049865 ↗)

Ameritas Investment Corp BrokerCheck CRD 14869 ↗
via Christopher Riel (CRD 6222615 ↗)

Sagepoint Financial, Inc BrokerCheck CRD 2326918 ↗
via Douglas Mccown (CRD 2113482 ↗)

Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
via Christina Nielson (CRD 4866971 ↗)

Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
via James Walesa (CRD 1061209 ↗)

Private Client Services LLC BrokerCheck CRD 120222 ↗
via Todd Carter (CRD 1122956 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Scott Brown (CRD 4322420 ↗)

FSC Securities Corporation BrokerCheck CRD 7461 ↗
via Marc Spiegel (CRD 1842622 ↗)

Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
via Ekizabeth Liechty (CRD 3215809 ↗)

Parkland Securities, LLC BrokerCheck CRD 115368 ↗
via Josh Griffin (CRD 4664355 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Harold Briggs (CRD 4404074 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Iaian Fillippini (CRD 4708877 ↗)

Pro Equities, Inc BrokerCheck CRD 15708 ↗
via Aaron Fulton (CRD 3234089 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Michael Stieglitz (CRD 4623788 ↗)

Cambridge Investment Research BrokerCheck CRD 39543 ↗
via Nancy Congdon (CRD 2136551 ↗)

H.D Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
via Chin Po (CRD 2646769 ↗)

Wealthforge Securities LLC BrokerCheck CRD 152550 ↗
via David Dahill (CRD 6581024 ↗)

Silver Portal Capital LLC BrokerCheck CRD 14290 ↗
via April Guinchard (CRD 1729146 ↗)

Triad Advisors, Inc BrokerCheck CRD 25803 ↗
via James Parry (CRD 1877092 ↗)

Infinex Investments, Inc BrokerCheck CRD 35371 ↗
via Richard Waters (CRD 2421557 ↗)

Commonwealth Financial Network BrokerCheck CRD 8032 ↗
via Kurt Whitesell (CRD 1675434 ↗)

Commonwealth Financial Network BrokerCheck CRD 8032 ↗
via James Cunningham (CRD 3038854 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
EDGAR ↗
Oct 3, 2017 D/A
Healthcare Portfolio II DST
File 021-283174
$2,742,925 (est.)$0$3,425,852 (est.)
Estimate of certain fees, including Dealer fee & Placement Agent Fee, and offering organizational expenses that may accrue to one or more Related Persons.
David B. Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Eric S. Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Thomas J. Ealy BrokerCheck CRD 863042 ↗
via Investment Planners, Inc, (CRD 18557 ↗)

James P. Cunningham BrokerCheck CRD 3038854 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Gregory T. Shields BrokerCheck CRD 3115350 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Nathaniel M. Kuhn BrokerCheck CRD 4624143 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Jeffrey F. Hatfield BrokerCheck CRD 1984720 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Kenneth C. Carrico BrokerCheck CRD 1021435 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

William A. Morrow BrokerCheck CRD 836500 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Timothy L. Stauffer BrokerCheck CRD 4178198 ↗
via Concorde Investment Services, LLC (CRD 7717 ↗)

Michael J D'Epagnier BrokerCheck CRD 2067061 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Daniel P. Raupp BrokerCheck CRD 4079107 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Kurt W. Whitesell BrokerCheck CRD 1675434 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Preston P. Mokris BrokerCheck CRD 5179201 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Jeffrey J. Arburn BrokerCheck CRD 1475817 ↗
via Whitehall-Parker Securities, Inc. (CRD 10608 ↗)

Dieter G. Bollman BrokerCheck CRD 4247975 ↗
via First Financial Equity Corporation (CRD 16507 ↗)

Daniel J. Mercer BrokerCheck CRD 6698392 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Manuel Ramos BrokerCheck CRD 1956224 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Kyle H. Imholte BrokerCheck CRD 5448950 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Brian D. Vosberg BrokerCheck CRD 4476509 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Jason A. Salmon BrokerCheck CRD 6081963 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Ronald L. Gay BrokerCheck CRD 5647263 ↗
via IMS Sercurites, Inc. (CRD 35567 ↗)

Roger B. Deal BrokerCheck CRD 2263476 ↗
via Geneos Wealth Management, Inc. (CRD 120894 ↗)

James L. Duchene Jr. BrokerCheck CRD 4655062 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Jonathan R. Creighton BrokerCheck CRD 1495897 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Dennis F. Baker BrokerCheck CRD 2180472 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Craig R. Sicker BrokerCheck CRD 4222992 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Michele E. Tremblay BrokerCheck CRD 4438927 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Elizabeth L. Friant BrokerCheck CRD 2122446 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Steven S. Meahan BrokerCheck CRD 1234042 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Jason Steele BrokerCheck CRD 2674860 ↗
via Prospera Financial Services, Inc, (CRD 10740 ↗)

Armando G. Roman BrokerCheck CRD 4414526 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Leon H. Levinson BrokerCheck CRD 1251194 ↗
via Lincoln Financial Advisors Corporation (CRD 3870 ↗)

William S. Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Michael D. Puls BrokerCheck CRD 2671882 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Robert S. Smith BrokerCheck CRD 1412333 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Paul B. Abbou BrokerCheck CRD 4234153 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Jason P. Connolly BrokerCheck CRD 4708924 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Darren P. Speight BrokerCheck CRD 5347461 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Kirk D. Dobson BrokerCheck CRD 4049865 ↗
via Amertias Investment Corp. (CRD 14869 ↗)

David K. Hays BrokerCheck CRD 2434893 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Karl L. Hambrecht BrokerCheck CRD 844047 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

David L. Cowguill BrokerCheck CRD 1275601 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Susan J. Gitt BrokerCheck CRD 5580509 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Curits S. Kreitzberg BrokerCheck CRD 2772736 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Evan B. Dickens BrokerCheck CRD 6001407 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Willard B. Wellings BrokerCheck CRD 4436815 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

James C. Reed BrokerCheck CRD 5545115 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Timothy J. Harley BrokerCheck CRD 1096498 ↗
via American Portfolios Financial Services, Inc. (CRD 18487 ↗)

Roger W. Vanpelt BrokerCheck CRD 1742560 ↗
via Cetera Advisors LLC (CRD 10299 ↗)

Brandon S.Wagner BrokerCheck CRD 4992650 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Joel R. Drake BrokerCheck CRD 2178512 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Dustin N. Christopherson BrokerCheck CRD 4055761 ↗
via Cetera Advisors LLC (CRD 10299 ↗)

Daniel J. Rickett BrokerCheck CRD 2305063 ↗
via Voya Financial Advisors, Inc. (CRD 2882 ↗)

Craig D. Emerson BrokerCheck CRD 2761245 ↗
via Summitt Brokerage Services, Inc. (CRD 34643 ↗)

Stephen R. Gates BrokerCheck CRD 4030188 ↗
via Summitt Brokerage Services, Inc. (CRD 34643 ↗)

Robert E. Burns BrokerCheck CRD 4066393 ↗
via Summitt Brokerage Services, Inc. (CRD 34643 ↗)

Jason P. Homec BrokerCheck CRD 6708538 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Wira D. Tjakra BrokerCheck CRD 2394633 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Gary E. Conley BrokerCheck CRD 52159 ↗
via American Investors Company (CRD 38 ↗)

John P. Harvey Jr. BrokerCheck CRD 4227692 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Keith A. Herman BrokerCheck CRD 2322605 ↗
via Summitt Brokerage Services, Inc. (CRD 34643 ↗)

David J. Chalmers BrokerCheck CRD 2943921 ↗
via Summit Brokerage Services, Inc. (CRD 34643 ↗)

Christopher L. Cook BrokerCheck CRD 3142516 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Accuriso J. Indelicato BrokerCheck CRD 254862 ↗
via American Portfolios Financial (CRD 18487 ↗)

Robert N. Webster BrokerCheck CRD 1104509 ↗
via First Allied Securities, Inc. (CRD 32444 ↗)

Dolores B. Mitchell BrokerCheck CRD 2722419 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Nicholas Agnone BrokerCheck CRD 2664405 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Mitchal D. O'Hare BrokerCheck CRD 4561108 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Sigrid A. Daugaard BrokerCheck CRD 5481583 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Melissa A. Clary BrokerCheck CRD 5260296 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Joseph G. Michaletz BrokerCheck CRD 151604 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Tomas H. Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

April D. Guinchard BrokerCheck CRD 1729146 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Robert M. Cheney BrokerCheck CRD 2825660 ↗
via First Allied Securities, Inc. (CRD 32444 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

John R. Marshall BrokerCheck CRD 2811801 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Rollance A. Verkennis Jr. BrokerCheck CRD 2766877 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

David R. Koehler BrokerCheck CRD 4832628 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Donald E. Garcia BrokerCheck CRD 1782485 ↗
via Lincoln Financial Advisors Corproation (CRD 3978 ↗)

David E. Stone BrokerCheck CRD 2280955 ↗
via Lincoln Financial Advisors Corproation (CRD 39678 ↗)

Christian E. Laver BrokerCheck CRD 1151853 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Evan B. Dickens BrokerCheck CRD 6001407 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Robert S. Condon BrokerCheck CRD 823679 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Hiro R. Kagiyama BrokerCheck CRD 5443419 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Taylor D. Ashland BrokerCheck CRD 5732470 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Wealthforge Securites, LLC (CRD 152550 ↗)

Jason M. Baker BrokerCheck CRD 2571121 ↗
via Cambridge Investment Research, Inc. (CRD 399543 ↗)

Jonathan NMN Hylton BrokerCheck CRD 4048248 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

John P. Schlatter BrokerCheck CRD 1800152 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Douglas H. Barton BrokerCheck CRD 1494345 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Cindy Shu-Way Shi BrokerCheck CRD 4231195 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Michael T. Moomaw BrokerCheck CRD 6236376 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Charles J. Ferrari BrokerCheck CRD 5415877 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Adam J. Starr BrokerCheck CRD 5009294 ↗
via Voya Financial Advisors, Inc. (CRD 2882 ↗)

Walter F. Pardo BrokerCheck CRD 2154122 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)
EDGAR ↗
Sep 26, 2017 D/A
Dallas Multifamily DST
File 021-281135
$1,787,899 (est.)$0$1,331,870 (est.)
Item 16 is an estimate of acquisition fees, the initial period asset management fee and offering and organizational expenses that may accrue to one or more Related Persons.
Investment Planners Inc BrokerCheck CRD 18577 ↗
via Thomas Ealy (CRD 863042 ↗)

Courtlandt Securities Corp BrokerCheck CRD 137356 ↗
via Mike Cruz (CRD 2130750 ↗)

Primex BrokerCheck CRD 29394 ↗
via Christina Nielson (CRD 4866971 ↗)

Westpark Capital Inc BrokerCheck CRD 39914 ↗
via David Levinson (CRD 705929 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Eric Scaff (CRD 5281210 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Philip Herrera (CRD 1762156 ↗)

Maureen Verduyn BrokerCheck CRD 15737 ↗
Investment Planners, Inc BrokerCheck CRD 18557 ↗
via Lara Hoff (CRD 3175071 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via J Scott Powell (CRD 3181500 ↗)

Brian Evans BrokerCheck CRD 4004458 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via William Aubrey Morrow (CRD 836500 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Daniel Raupp (CRD 4079107 ↗)

Parkland Securities BrokerCheck CRD 115368 ↗
via Tim Pearson (CRD 3180636 ↗)

Alex Filippini BrokerCheck CRD 5043549 ↗
DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Scott Sheehan (CRD 2328614 ↗)

H.D. Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
via Chin Po (CRD 2646769 ↗)

Sigma Financial Corporation BrokerCheck CRD 14303 ↗
via Tonas Velken (CRD 1600404 ↗)

Silver Portal Capital, LLC BrokerCheck CRD 114290 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Robert Smith (CRD 1412333 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Craig Sickler (CRD 4222992 ↗)

lndependent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Armando Roman (CRD 4414526 ↗)

lndependent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Robert Vonderharr (CRD 1556834 ↗)

lndependent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Richard Wagner (CRD 4575603 ↗)

Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
via Elizabeth Friant (CRD 2122446 ↗)

Ausdal Financial Partners, lnc. BrokerCheck CRD 7995 ↗
via Kraig Mickelsen (CRD 2845238 ↗)

Triad Advisors, lnc. BrokerCheck CRD 25803 ↗
via James Walesa (CRD 1061209 ↗)

Questar Capital Corporation BrokerCheck CRD 43100 ↗
via Michael Fox (CRD 2843169 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Gerrin De Groot (CRD 4817044 ↗)

Concorde lnvestment Services, LLC BrokerCheck CRD 151604 ↗
via Roy Pfleger (CRD 5896655 ↗)

Centaurus Financial, lnc. BrokerCheck CRD 30833 ↗
via Robert Horning (CRD 2311640 ↗)

Voya Financial Advisors BrokerCheck CRD 2882 ↗
via Daryl Zimbardi (CRD 2651259 ↗)

Commonwealth Financial Network BrokerCheck CRD 8032 ↗
via James Cunningham (CRD 3038854 ↗)

Commonwealth Financial Network BrokerCheck CRD 8032 ↗
via Kurt Whitesell (CRD 1675434 ↗)

Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
via Chay Lapin (CRD 6275140 ↗)

Voya Financial Advisors BrokerCheck CRD 2882 ↗
via Brian Kampbell (CRD 4211321 ↗)

Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
via Leslie Cannon (CRD 5254822 ↗)

Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
via Eugenie Brewster (CRD 1044643 ↗)

Voya Financial Advisors BrokerCheck CRD 2882 ↗
via Daniel Rickett (CRD 2305063 ↗)

WealthForge LLC BrokerCheck CRD 152550 ↗
via David Dahill (CRD 6581024 ↗)

Emerson Equity LLC BrokerCheck CRD 130032 ↗
via Dinesh Gupta (CRD 6469999 ↗)

JRL Capital Corporation BrokerCheck CRD 10225 ↗
via Larry Law (CRD 1273118 ↗)

Emerson Equity LLC BrokerCheck CRD 130032 ↗
via Paul Getty (CRD 6470002 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Gene Alvin Brehm (CRD 2815437 ↗)

Questar Capital BrokerCheck CRD 43100 ↗
via Stephen Swarbrick (CRD 2444058 ↗)

Triad Advisors, Inc BrokerCheck CRD 25803 ↗
via James Parry (CRD 1877092 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Gregory Heldman (CRD 446116 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Randy Goodsell (CRD 5237444 ↗)
EDGAR ↗
Sep 26, 2017 D/A
Riverdale Multifamily DST
File 021-286503
$2,602,071 (est.)$0$1,633,619 (est.)
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.
Huntwicke Securities LLC BrokerCheck CRD 146993 ↗
via Peter Finnigan (CRD 1336798 ↗)

Westpark Capital Inc BrokerCheck CRD 39914 ↗
via David Levinson (CRD 705929 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
Primex BrokerCheck CRD 29394 ↗
via Christina Nielson (CRD 4866971 ↗)

American Portfolios Financial Services, Inc BrokerCheck CRD 18487 ↗
via Timothy Harley (CRD 1096498 ↗)

Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
via Chay Lapin (CRD 6275140 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Nathan Kuhn (CRD 4624143 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Daniel Raupp (CRD 4079107 ↗)

Calton & Associates BrokerCheck CRD 20999 ↗
via Marc Seeherman (CRD 1131557 ↗)

Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
via Eric Bicknese (CRD 2829451 ↗)

Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
via Adam Young (CRD 6640146 ↗)

Summit Brokerage Services, Inc BrokerCheck CRD 13475 ↗
via Keith Herman (CRD 2322605 ↗)

Summit Brokerage Services, Inc BrokerCheck CRD 13475 ↗
via David Chalmers (CRD 2943921 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Mike Bendix (CRD 5379777 ↗)

First Allied Securities Inc BrokerCheck CRD 32444 ↗
via Ron Selik (CRD 1616960 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Joshua Koehnen (CRD 4551444 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Armando Roman (CRD 4414526 ↗)

Northland Securities, Inc BrokerCheck CRD 40258 ↗
via Roger Tadsen (CRD 1053510 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via April Guinchard (CRD 1729146 ↗)

First Allied Securities Inc BrokerCheck CRD 32444 ↗
via Dustin Tenbroeck (CRD 5019784 ↗)

Sagepoint Financial, Inc BrokerCheck CRD 133763 ↗
via Maxwell Phillips (CRD 4953387 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Scott Sheehan (CRD 2328614 ↗)

Royal Alliance Associates, Inc BrokerCheck CRD 23131 ↗
via Dan Meyerovitz (CRD 4395492 ↗)

Royal Alliance Associates, Inc BrokerCheck CRD 23131 ↗
via Darryl Meyerovitz (CRD 857839 ↗)

Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
via Michael Steinthal (CRD 435071 ↗)

Investacorp,Inc BrokerCheck CRD 7684 ↗
via John Chess (CRD 4812430 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Eric Scaff (CRD 5281210 ↗)

First Allied Securities Inc BrokerCheck CRD 32444 ↗
via Robert Cheney (CRD 2825660 ↗)

Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
via David Stone (CRD 2280955 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Joseph Broadbent (CRD 3132498 ↗)

Sagepoint Financial, Inc BrokerCheck CRD 133763 ↗
via Michael D'Epagnier (CRD 2067061 ↗)

Sagepoint Financial, Inc BrokerCheck CRD 133763 ↗
via Justin Pollack (CRD 3029951 ↗)

Summit Brokerage Services, Inc BrokerCheck CRD 13475 ↗
via Jay Wallinger (CRD 2407056 ↗)

Royal Alliance Associates, Inc BrokerCheck CRD 23131 ↗
via Mark Smith (CRD 1255998 ↗)

1st Global Capital Corporation BrokerCheck CRD 44870 ↗
via Evan Dickens (CRD 6001407 ↗)

Triad Advisors, Inc BrokerCheck CRD 25803 ↗
via James Walesa (CRD 1061209 ↗)

Royal Alliance Associates, Inc BrokerCheck CRD 23131 ↗
via Delores Mitchell (CRD 2722419 ↗)

Royal Alliance Associates, Inc BrokerCheck CRD 23131 ↗
via Nicholas Agnone (CRD 2664405 ↗)

Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
via Robert Tweed (CRD 2339324 ↗)

Royal Alliance Associates, Inc BrokerCheck CRD 23131 ↗
via Stacy Tredennick (CRD 4587098 ↗)

Courtlandt Securities Corp BrokerCheck CRD 137356 ↗
via Mike Cruz (CRD 2130750 ↗)

Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
via David Stone (CRD 2280955 ↗)

First Allied Securities, Inc BrokerCheck CRD 32444 ↗
via Peter Han (CRD 4704497 ↗)

Summit Brokerage Services, Inc BrokerCheck CRD 13475 ↗
via Matthew Dresden (CRD 5315405 ↗)

Simmons First Investment Group Inc BrokerCheck CRD 47439 ↗
via Robert Williams (CRD 1156747 ↗)

Simmons First Investment Group Inc BrokerCheck CRD 47439 ↗
via Chad Carlson (CRD 2802086 ↗)

McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
via Corbin Thomas (CRD 4234748 ↗)

First Allied Securites Inc BrokerCheck CRD 32444 ↗
via Robert Webster (CRD 1104509 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Barry Le May (CRD 306332 ↗)

Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
via Melinda Olbert (CRD 2893793 ↗)

Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
via John Graves (CRD 1427158 ↗)

Parkland Securities, LLC BrokerCheck CRD 115368 ↗
via Douglas Barton (CRD 1494345 ↗)

Kalos Capital BrokerCheck CRD 44337 ↗
via Steve Netzel (CRD 2863170 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
via Kyle Jobin (CRD 4915438 ↗)

Royal Alliance Associates, Inc BrokerCheck CRD 23131 ↗
via Raoul Dubery (CRD 3259052 ↗)

Triad Advisors Inc BrokerCheck CRD 25803 ↗
via Timothy Tehan (CRD 3230535 ↗)

H.D Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
via Barry Morris (CRD 5622917 ↗)

Sagepoint Financial, Inc BrokerCheck CRD 133763 ↗
via Mark Iskander (CRD 2326918 ↗)

Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
via Eric Holzman (CRD 4664749 ↗)

1st Global Capital Corporation BrokerCheck CRD 44870 ↗
via Gregg Kiefer (CRD 3230611 ↗)

Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
via Kimberly Hart (CRD 6470382 ↗)

Wealthforge LLC BrokerCheck CRD 152550 ↗
via David Dahill (CRD 6581024 ↗)

Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
via Mark Creason (CRD 6617847 ↗)

Centaurus Financial Inc BrokerCheck CRD 30833 ↗
via Adam Bryan (CRD 5443986 ↗)

National Securities Corp. BrokerCheck CRD 7569 ↗
via Mark Gopen (CRD 2989672 ↗)

National Securities Corp BrokerCheck CRD 7569 ↗
via Sean Pearlman (CRD 5331765 ↗)

National Securities Corp BrokerCheck CRD 7569 ↗
via Deborah O'Connell (CRD 1760230 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Jeffrey Kiesnoski (CRD 2688017 ↗)

Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
via Donald Garcia (CRD 1782485 ↗)

Independent Financial Group LLC BrokerCheck CRD 7717 ↗
via Robert Vonderharr (CRD 1556834 ↗)

Independent Financial Group LLC BrokerCheck CRD 7717 ↗
via Richard Wagner (CRD 4575603 ↗)

Commonwealth Financial Network BrokerCheck CRD 8032 ↗
via Robert Condon (CRD 823679 ↗)

Commonwealth Financial Network BrokerCheck CRD 8032 ↗
via Hiro Kagiyama (CRD 5443419 ↗)

Parkland Securities, LLC BrokerCheck CRD 115368 ↗
via Josh Griffin (CRD 4664355 ↗)

First Allied Securities Inc BrokerCheck CRD 32444 ↗
via Frisco Escudero (CRD 2794899 ↗)

1st Global Capital Corporation BrokerCheck CRD 44870 ↗
via Julie Bradsher (CRD 5230771 ↗)

Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
via Roberto J Duran (CRD 4120580 ↗)

Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
via Rostam Atefi (CRD 5774433 ↗)

Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
via Timothy McVey (CRD 1535662 ↗)

Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
via Denise Peterson (CRD 2016985 ↗)

Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
via Edward Rusnak (CRD 4981734 ↗)

1st Global Capital Corporation BrokerCheck CRD 44870 ↗
via Michael Stieglitz (CRD 4623788 ↗)

Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
via Duncan Eng (CRD 2536048 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Bryan Hakola (CRD 4161289 ↗)

FSC Securities Corporation BrokerCheck CRD 7461 ↗
via Michael Schano (CRD 5071180 ↗)

Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
via Robert Krakower (CRD 2075184 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Jeffrey Kiesnoski (CRD 2688017 ↗)

1st Global Capital Corporation BrokerCheck CRD 44870 ↗
via Kevin Sweeney (CRD 4281256 ↗)

Investacorp, Inc BrokerCheck CRD 7684 ↗
via Peter Fisher (CRD 1259923 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Alan Lichtenstein (CRD 1877017 ↗)

National Securities Corp BrokerCheck CRD 7569 ↗
via Steven Jennings (CRD 2472408 ↗)

FSC Securities Corporation BrokerCheck CRD 7461 ↗
via Laurence Iannarelli (CRD 1221062 ↗)

Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
via John Scully (CRD 803539 ↗)

Parkland Securities, LLC BrokerCheck CRD 115368 ↗
via Gordon Hamilton (CRD 5028789 ↗)

1st Global Capital Corporation BrokerCheck CRD 44870 ↗
via Berge Avedisian (CRD 2750210 ↗)
EDGAR ↗
Jul 20, 2017 D/A
Brighton Multifamily DST
File 021-277350
$1,903,831 (est.)$0 (est.)$1,330,743 (est.)
Item 16 is an estimate of acquisition fees and offering and organizational expenses that may accrue to one or more Related Persons.
Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Eric Scaff (CRD 528120 ↗)

Westpark Capital Inc BrokerCheck CRD 39914 ↗
via David Levinson (CRD 705929 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Joseph Broadbent (CRD 3132498 ↗)

Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
via Tim Sherer (CRD 833618 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Alex Kowalski (CRD 4495275 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Scott Sheehan (CRD 2328614 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Larry Howard (CRD 6451974 ↗)

Investment Planners BrokerCheck CRD 18577 ↗
via Thomas Ealy (CRD 863042 ↗)

Crown Capital Securities, L.P BrokerCheck CRD 6312 ↗
via John Weiss (CRD 1097536 ↗)

1st Global Corporation BrokerCheck CRD 30349 ↗
via Ron Horvitz (CRD 1277033 ↗)

1st Global Corporation BrokerCheck CRD 30349 ↗
via Phillip Herrera (CRD 1762156 ↗)

Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
via Jeff Senglaub (CRD 1004471 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Robert Smith (CRD 1412333 ↗)

Colorado Financial Services Corp BrokerCheck CRD 104343 ↗
via Chay Lapin (CRD 6275140 ↗)

Colorado Financial Services Corp BrokerCheck CRD 104343 ↗
via Paul Getty (CRD 6470002 ↗)

Sandlapper Securities,LLC BrokerCheck CRD 137906 ↗
via David Kangas (CRD 6591398 ↗)

Brian Evans BrokerCheck CRD 4004458 ↗
Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
via Andrew Gordon (CRD 2936496 ↗)

Westpark Capital Inc BrokerCheck CRD 39914 ↗
via Edwin Suzuki (CRD 4851317 ↗)

Parkland Securities, LLC BrokerCheck CRD 115368 ↗
via Taylor Ashland (CRD 5732470 ↗)

Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
via Jeffrey Hatfield (CRD 1984720 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via William Aubrey Morrow (CRD 836500 ↗)

Jason Landers BrokerCheck CRD 4568522 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Timothy Stauffer (CRD 4178198 ↗)

FSC Securities Corporation BrokerCheck CRD 7461 ↗
via David Anderson (CRD 1218186 ↗)

Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
via Brian Vosberg (CRD 4476509 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Kyle Imholte (CRD 5448950 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via LeAnn Grover (CRD 3146835 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via James Spainhower (CRD 4145663 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Robert Strasburg (CRD 2713543 ↗)

Woodbury Financial Services, Inc BrokerCheck CRD 421 ↗
via Dennis Baker (CRD 2180472 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Michele Tremblay (CRD 4438927 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Nathan Kuhn (CRD 4624143 ↗)

Independent Financial Group BrokerCheck CRD 7717 ↗
via Armando Roman (CRD 4414526 ↗)

Boustead Securities, LLC BrokerCheck CRD 141391 ↗
via Edward Fernandez (CRD 2956661 ↗)

Silver Portal Capital, LLC BrokerCheck CRD 114290 ↗
Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
via Dwight Kay (CRD 5376903 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Gerrin De Groot (CRD 4817044 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Paul Abbou (CRD 4234153 ↗)

lndependent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Joshua Koehnen (CRD 4551444 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Jason Connolly (CRD 4708924 ↗)

DFPG Investments, Inc BrokerCheck CRD 155576 ↗
via Darren Speight (CRD 5347461 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Daniel Raupp (CRD 4079107 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via John Haahr (CRD 1695050 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Evan Dickens (CRD 6001407 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Jacob Tujian (CRD 4605467 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via David Pitcher (CRD 4484820 ↗)

Woodbury Financial Services, Inc BrokerCheck CRD 421 ↗
via Wira Tjakra (CRD 2394633 ↗)

1st Global Capital Corporation BrokerCheck CRD 30349 ↗
via Michael Moomaw (CRD 6236376 ↗)

McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
via Troy Thomas (CRD 4691720 ↗)

FSC Securities Corporation BrokerCheck CRD 7461 ↗
via Steve Aguiar (CRD 2335990 ↗)
EDGAR ↗
Jun 13, 2017 D/A
Milwaukee MSA Multifamily Portfolio DST
File 021-266351
$2,422,311 (est.)$0$1,297,966 (est.)
Transaction based fees accruing to related parties.
David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities, Inc. (CRD 16944 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital Inc. (CRD 39914 ↗)

Noel W. Bragg BrokerCheck CRD 1175231 ↗
via Westpark Capital Inc. (CRD 39914 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Adam J. Young BrokerCheck CRD 6640146 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde investment Services LLC (CRD 151604 ↗)

Carl Edwards BrokerCheck CRD 5550514 ↗
via Calton & Associates Inc. (CRD 20999 ↗)

Melinda L. Olbert BrokerCheck CRD 2893793 ↗
via Investors Capital Corp. (CRD 30613 ↗)

Sagepoint Financial Inc. BrokerCheck CRD 133763 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Carlos A. Farelo BrokerCheck CRD 4827194 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Steven C. Fullmer BrokerCheck CRD 1614906 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Cetera Advisors LLC BrokerCheck CRD 10299 ↗
via Cetera Advisors LLC (CRD 10299 ↗)

Patrick R. Conway BrokerCheck CRD 1337831 ↗
via Investacorp Inc. (CRD 7684 ↗)

Peter D. Fisher BrokerCheck CRD 125993 ↗
via Investacorp Inc. (CRD 7684 ↗)

Glenn J. Reis BrokerCheck CRD 1172517 ↗
via Girard Securities Inc. (CRD 18697 ↗)

First Allied Securities Inc. BrokerCheck CRD 32444 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Jeffrey J. McKay BrokerCheck CRD 818303 ↗
via Voya Financial Advisors Inc. (CRD 2882 ↗)

Adam R. Van Dyke BrokerCheck CRD 3008054 ↗
via Voya Financial Advisors Inc. (CRD 2882 ↗)

Charles V. Haugh BrokerCheck CRD 4549866 ↗
via Voya Financial Advisors Inc. (CRD 2882 ↗)

Timothy W. Murphrey BrokerCheck CRD 1667025 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Norman D. Loofbourrow BrokerCheck CRD 1310725 ↗
via American Investors Company (CRD 38 ↗)

Robert C. Straton BrokerCheck CRD 3213397 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Michael A. Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments (CRD 155576 ↗)

Tomas J. Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Anthony C. Marcello BrokerCheck CRD 2844880 ↗
via Summit Brokerage Services Inc. (CRD 34643 ↗)

Joel D. Kamphuis BrokerCheck CRD 1730775 ↗
via Summit Brokerage Services Inc. (CRD 34643 ↗)

Thomas J. Ealy BrokerCheck CRD 863042 ↗
via Investment Planners Inc. (CRD 18557 ↗)

Michael W. Newton BrokerCheck CRD 2185103 ↗
via Investment Planners Inc. (CRD 18557 ↗)

R. Lynette Laughter BrokerCheck CRD 2433336 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Kurt C. Jackson BrokerCheck CRD 2913769 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Richard M. Waters BrokerCheck CRD 2421557 ↗
via Infinex Investments Inc. (CRD 35371 ↗)

Jeffrey B. Baker BrokerCheck CRD 2102752 ↗
via Vanderbilt Securities LLC (CRD 5953 ↗)

Cambridge Investment Research Inc. BrokerCheck CRD 39543 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Joseph A. Graziano BrokerCheck CRD 2442582 ↗
via TFS Securities Inc. (CRD 20626 ↗)

Richard Soennichsen BrokerCheck CRD 1369108 ↗
via H. Beck Inc. (CRD 1763 ↗)

Tracy S. Bush BrokerCheck CRD 2133258 ↗
via H. Beck Inc. (CRD 1763 ↗)
EDGAR ↗
Dec 22, 2016 D/A
Texas Healthcare Portfolio DST
File 021-264567
$3,614,379 (est.)$0$1,155,317 (est.)
Transaction based fees accruing to related parties.
Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Westpark Capital Inc. (CRD 39914 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital Inc. (CRD 39914 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Peter C. Cook BrokerCheck CRD 1626293 ↗
via Vanderbilt Securities LLC (CRD 5953 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Kerri Sullivan-Kreiss BrokerCheck CRD 214713 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Paul N. Mathewson BrokerCheck CRD 3079515 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Kurt C. Jackson BrokerCheck CRD 2913769 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Daniel Uhm BrokerCheck CRD 4701186 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

DFPG Investments Inc. BrokerCheck CRD 155576 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

David C. Miller BrokerCheck CRD 2494409 ↗
via Calton & Associates Inc. (CRD 20999 ↗)

Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

John W. Kenny BrokerCheck CRD 268043 ↗
via American Investors Company (CRD 38 ↗)

Gary E. Conley BrokerCheck CRD 52159 ↗
via American Investors Company (CRD 38 ↗)

Investacorp Inc. BrokerCheck CRD 7684 ↗
via Investacorp Inc. (CRD 7684 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Adam Young BrokerCheck CRD 6640146 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Elliot V. Hill BrokerCheck CRD 5778689 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Corbin S. Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Debra J. Schleining BrokerCheck CRD 2768752 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Royal Alliance Associates Inc. BrokerCheck CRD 23131 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Mark Alan Kemp BrokerCheck CRD 2057200 ↗
via McNally Financial Services Corporation (CRD 121196 ↗)

Brian C. Greenberg BrokerCheck CRD 2838351 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Mark A. Aleman BrokerCheck CRD 2922342 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Mark Fleksher BrokerCheck CRD 2692080 ↗
via Securities America inc. (CRD 10205 ↗)

Peter Mack BrokerCheck CRD 2846056 ↗
via Securities America Inc. (CRD 10205 ↗)

Michael J. Garvey BrokerCheck CRD 1110254 ↗
via Securities America Inc. (CRD 10205 ↗)

Andres P. Ichaso BrokerCheck CRD 6265351 ↗
via Lighthouse Capital Group LLC (CRD 169135 ↗)

Jeremy A. Kisner BrokerCheck CRD 2052115 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

Robert J. Luna BrokerCheck CRD 3165706 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

Steve Whyte BrokerCheck CRD 5941423 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

Sagepoint Financial Inc. BrokerCheck CRD 133763 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Melinda Olbert BrokerCheck CRD 2893793 ↗
via Cetera Advisors LLC (CRD 10299 ↗)

James P. Siemonsma BrokerCheck CRD 2172228 ↗
via ProEquities Inc. (CRD 15708 ↗)

Ed Meekins BrokerCheck CRD 3255988 ↗
via ProEquities Inc. (CRD 15708 ↗)

Glen E. Kauffman BrokerCheck CRD 1364121 ↗
via ProEquities Inc. (CRD 15708 ↗)

FSC Securities Corporation BrokerCheck CRD 7461 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Cambridge Investment Research Inc. BrokerCheck CRD 39543 ↗
via Camridge Investment Research Inc. (CRD 39543 ↗)

Jeffrey J. Arburn BrokerCheck CRD 1475817 ↗
via Whitehall-Parker Securities Inc. (CRD 10608 ↗)

Michael V. Papa BrokerCheck CRD 2110122 ↗
via Girard Securities Inc. (CRD 18697 ↗)

Mike R. Kilpatrick BrokerCheck CRD 1278618 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities LLC (CRD 146993 ↗)

Robert R. Tweed BrokerCheck CRD 2339324 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Peter C. Han BrokerCheck CRD 4704497 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Brian E. Kampbell BrokerCheck CRD 4211321 ↗
via Voya Financial Advisors Inc. (CRD 2882 ↗)

William H. Lowell BrokerCheck CRD 1158722 ↗
via Lowell & Company Inc. (CRD 24913 ↗)

Kenneth H. Williams BrokerCheck CRD 867975 ↗
via Cetera Advisor Networks LLC (CRD 13572 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)
EDGAR ↗
Nov 8, 2016 D/A
Rancho Cordova Retail Center, L.L.C.
File 021-241746
$1,482,221 (est.)$0$155,000 (est.)
Transaction based fees accruing to related parties.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Sagepoint Financial Inc. BrokerCheck CRD 133763 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Investment Planners Inc. BrokerCheck CRD 18557 ↗
via Investment Planners Inc. (CRD 18557 ↗)

Jeffrey B. Baker BrokerCheck CRD 2102752 ↗
via Vanderbilt Securities LLC (CRD 5953 ↗)

Lisa M. Lyons BrokerCheck CRD 2086482 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Jason T. Reynolds BrokerCheck CRD 2732394 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

David J. Florell BrokerCheck CRD 5210813 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Ralph Adamo BrokerCheck CRD 1624126 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Michael A. Compiano BrokerCheck CRD 1636529 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Investacorp Inc. BrokerCheck CRD 7684 ↗
via Investacorp Inc. (CRD 7684 ↗)

Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Mark Aleman BrokerCheck CRD 2922342 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)
EDGAR ↗
Oct 5, 2016 D/A
Ft. Collins Multifamily Portfolio DST
File 021-261231
$3,081,990 (est.)$0$1,952,594 (est.)
Transaction based fees accruing to related parties.
Michael A. Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

James Lamont BrokerCheck CRD 2846228 ↗
via Whitehall-Parker Securities Inc. (CRD 10608 ↗)

Terry Shea BrokerCheck CRD 1654953 ↗
via Whitehall-Parker Securities Inc. (CRD 10608 ↗)

Edwin Day BrokerCheck CRD 2469775 ↗
via Heritage Benefits Financial Services Inc. (CRD 45797 ↗)

John G. Chess BrokerCheck CRD 4812430 ↗
via Investacorp Inc. (CRD 7684 ↗)

John Goff BrokerCheck CRD 1919761 ↗
via Investacorp Inc. (CRD 7684 ↗)

Mark Gopen BrokerCheck CRD 2989672 ↗
via National Securities Corporation (CRD 7569 ↗)

Deborah O'Connell BrokerCheck CRD 1760230 ↗
via National Securities Corporation (CRD 7569 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Robert R. Tweed BrokerCheck CRD 2339324 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Woodbury Financial Services Inc. BrokerCheck CRD 421 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Jody J. Roth BrokerCheck CRD 4030963 ↗
via Transamerica Financial Advisors Inc. (CRD 16164 ↗)

Sagepoint Financial Inc. BrokerCheck CRD 133763 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Centaurus Financial Inc. BrokerCheck CRD 30833 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Carol Grasso BrokerCheck CRD 1635604 ↗
via Moloney Securities Co. Inc. (CRD 38535 ↗)

Philip Kluge BrokerCheck CRD 827462 ↗
via Voya Financial Advisors Inc. (CRD 2882 ↗)

Duane Swanson BrokerCheck CRD 1456892 ↗
via Voya Financial Advisors Inc. (CRD 2882 ↗)

Peter Cook BrokerCheck CRD 1626293 ↗
via Vanderbilt Securities LLC (CRD 5953 ↗)

Susan J. Gitt BrokerCheck CRD 5580509 ↗
via EDI Financial Inc. (CRD 15699 ↗)

Tony R. Price BrokerCheck CRD 2695786 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Richard Park BrokerCheck CRD 4557055 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Tomas Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Robin Krolewski BrokerCheck CRD 6104465 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

John S. Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

John W. Kenny BrokerCheck CRD 268043 ↗
via American Investors Company (CRD 38 ↗)

Roger K. Coit BrokerCheck CRD 50331 ↗
via American Investors Company (CRD 38 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Adam Young BrokerCheck CRD 6640146 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

William G. Stemple BrokerCheck CRD 1764020 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Duncan Eng BrokerCheck CRD 2536048 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via Parkland Securities LLC (CRD 115368 ↗)

James K. Johnston BrokerCheck CRD 1689783 ↗
via Arete Wealth Management LLC (CRD 44856 ↗)

Lawrence R. Greenfield BrokerCheck CRD 4056913 ↗
via Arete Wealth Management LLC (CRD 44856 ↗)

Thomas J. Ealy BrokerCheck CRD 863042 ↗
via Investment Planners Inc. (CRD 18557 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities LLC (CRD 146993 ↗)
EDGAR ↗
Sep 15, 2016 D/A
FL-NY Multifamily Portfolio DST
File 021-257555
$4,830,964 (est.)$0$2,930,000 (est.)
Transaction based fees accruing to related parties.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

DFPG Investments Inc. BrokerCheck CRD 155576 ↗
via DFPG investments Inc. (CRD 155576 ↗)

Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Sagepoint Financial Inc. BrokerCheck CRD 133763 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Brian E. Kampbell BrokerCheck CRD 4211321 ↗
via Voya Financial Advisors Inc. (CRD 2882 ↗)

James A. Parry Sr. BrokerCheck CRD 1877092 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Dennis P. Clark BrokerCheck CRD 1727564 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Frank G. Giangrande BrokerCheck CRD 1032105 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Richard Park III BrokerCheck CRD 4557055 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Melinda L. Olbert BrokerCheck CRD 2893793 ↗
via Investors Capital Corp. (CRD 30613 ↗)

Neil McAuliffe BrokerCheck CRD 1787693 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

John S. Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

Michael G. Culwell BrokerCheck CRD 5989109 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Douglas A. Henrickson BrokerCheck CRD 869607 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

James T. Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Timothy R. Tehan BrokerCheck CRD 3230535 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

David S. Mowatt BrokerCheck CRD 1098942 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Rich Zuvella BrokerCheck CRD 5207826 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Joral T. Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Robert L. Boggess BrokerCheck CRD 5007422 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

David W. Young III BrokerCheck CRD 2423111 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Jeffrey J. McKay BrokerCheck CRD 818303 ↗
via Voya Financial Advisors Inc. (CRD 2882 ↗)

John G. Chess BrokerCheck CRD 4812430 ↗
via Investacorp Inc. (CRD 7684 ↗)

Patrick R. Conway BrokerCheck CRD 1337831 ↗
via Investacorp Inc. (CRD 7684 ↗)

Gregory Vanderburgh BrokerCheck CRD 4649983 ↗
via United Planners Financial Services of America (CRD 20804 ↗)

Brad Kelley BrokerCheck CRD 2206247 ↗
via United Planners Financial Services of America (CRD 20804 ↗)

William J. Brown BrokerCheck CRD 1056215 ↗
via American Portfolios Financial Services Inc. (CRD 18487 ↗)

Steven I. Kolinsky BrokerCheck CRD 1090913 ↗
via American Portfolios Financial Services Inc. (CRD 18487 ↗)

Kirk D. Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Ryan G. Malfitano BrokerCheck CRD 5557067 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Robert R. Tweed BrokerCheck CRD 2339324 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities (CRD 16944 ↗)

Glenn Keen BrokerCheck CRD 1342526 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Kenneth M. Weinstein BrokerCheck CRD 2096987 ↗
via HD Vest Investment Services (CRD 13686 ↗)

Centaurus Financial Inc. BrokerCheck CRD 30833 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Mark R. Baran BrokerCheck CRD 870541 ↗
via EDI Financial Inc. (CRD 15699 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Gary R. Hancock Sr. BrokerCheck CRD 4701161 ↗
via Whitehall-Parker Securities Inc. (CRD 10608 ↗)

Michael L. Karapetian BrokerCheck CRD 2904615 ↗
via Kovack Securities Inc. (CRD 44848 ↗)

David J. Peterson BrokerCheck CRD 711464 ↗
via Cetera Advisors LLC (CRD 10299 ↗)

Robert P. Milligan BrokerCheck CRD 4004228 ↗
via Cetera Advisors LLC (CRD 10299 ↗)

Christopher P. Mackenzie BrokerCheck CRD 4164821 ↗
via Investment Planners Inc. (CRD 18557 ↗)

Michael Shane Sullivan BrokerCheck CRD 2806909 ↗
via Girard Securities Inc. (CRD 18697 ↗)

Edward J. Sokolosky BrokerCheck CRD 430187 ↗
via Girard Securities Inc. (CRD 18697 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities LLC (CRD 146993 ↗)

Brian W. Distler BrokerCheck CRD 4823861 ↗
via Cetera Advisor Networks LLC (CRD 13572 ↗)
EDGAR ↗
Aug 11, 2016 D/A
Colorado Multifamily Portfolio II DST
File 021-254591
$2,422,585 (est.)$0$1,245,000 (est.)
Transaction based fees accruing to related parties.
Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Investacorp Inc. BrokerCheck CRD 7684 ↗
via Investacorp Inc. (CRD 7684 ↗)

Jim Kennedy BrokerCheck CRD 1961588 ↗
via VSR Financial Services (CRD 14503 ↗)

James Parry Sr. BrokerCheck CRD 1877092 ↗
via VSR Financial Services Inc. (CRD 14503 ↗)

Michael G. Steinthal BrokerCheck CRD 435071 ↗
via Primex (CRD 29394 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Gordon T. Hamilton BrokerCheck CRD 5028789 ↗
via Parkland Securities LLC (CRD 115368 ↗)

Ryan E. Starling BrokerCheck CRD 4284674 ↗
via Parkland Securities LLC (CRD 115368 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Aubrey Morrow BrokerCheck CRD 836500 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Christopher M. Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Christopher B. Lawson BrokerCheck CRD 3044512 ↗
via Infinex Investments Inc. (CRD 35371 ↗)

Michael L. DiGaetano BrokerCheck CRD 2378300 ↗
via Summit Brokerage Services Inc. (CRD 34643 ↗)

Gary G. Benson BrokerCheck CRD 1182211 ↗
via NPB Financial Group LLC (CRD 137743 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Anand M. Savur BrokerCheck CRD 1809528 ↗
via Cetera Advisor Networks LLC (CRD 13572 ↗)

William Upson BrokerCheck CRD 1241673 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

James M. Gambaccini BrokerCheck CRD 4619759 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

James W. Herrig BrokerCheck CRD 1684201 ↗
via ProEquities Inc. (CRD 15708 ↗)

Brady Broussard BrokerCheck CRD 1279067 ↗
via ProEquities Inc. (CRD 15708 ↗)

Brian C. Greenberg BrokerCheck CRD 2838351 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Rich Zuvella BrokerCheck CRD 5207826 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

James T. Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Douglas W. McCown BrokerCheck CRD 2113482 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Leslie A. Cannon BrokerCheck CRD 5254822 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Chay T. Lapin BrokerCheck CRD 6275140 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities LLC (CRD 146993 ↗)
EDGAR ↗
Mar 11, 2016 D/A
Charlotte Student Housing DST
File 021-252038
$2,318,333 (est.)$0$1,225,000 (est.)
Transaction based fees accruing to related parties.
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Steven J. Yazbeck BrokerCheck CRD 2293457 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Robert Binkele BrokerCheck CRD 2393598 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Michael Steinthal BrokerCheck CRD 435071 ↗
via Primex (CRD 29394 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Mark Dormire BrokerCheck CRD 4959390 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Benjamin Tutschulte BrokerCheck CRD 4415449 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Hamilton Pollard II BrokerCheck CRD 4133978 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Gordon Hamilton BrokerCheck CRD 5028789 ↗
via Parkland Securities LLC (CRD 115368 ↗)

Blayne A. Andersen BrokerCheck CRD 5727397 ↗
via Parkland Securities LLC (CRD 115368 ↗)

Joral Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Kenneth C. Carrico BrokerCheck CRD 1021435 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Douglas McCown BrokerCheck CRD 2113482 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Robert R. Tweed BrokerCheck CRD 2339324 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Barbara Klenovich BrokerCheck CRD 1290087 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Barry R. Ozer BrokerCheck CRD 5727882 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Randy Barmache BrokerCheck CRD 4607939 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Thomas F. Quinn BrokerCheck CRD 4699031 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Richard P. Thompson BrokerCheck CRD 1208090 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Jason D. Stone BrokerCheck CRD 5455271 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

James Ciocia BrokerCheck CRD 1619245 ↗
via National Securities Corporation (CRD 7569 ↗)

Cambridge Investment Research Inc. BrokerCheck CRD 39543 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Peter Fisher BrokerCheck CRD 1259923 ↗
via Investacorp Inc. (CRD 7684 ↗)

James Gambaccini BrokerCheck CRD 4619759 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Daniel Dunn BrokerCheck CRD 3105100 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

William Upson BrokerCheck CRD 1241673 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Leon H. Levinson BrokerCheck CRD 1251194 ↗
via Lincoln Financial Securities Corporation (CRD 3870 ↗)
EDGAR ↗
Jan 26, 2016 D/A
Orlando Student Housing DST
File 021-248759
$2,458,122 (est.)$0 (est.)$1,580,000 (est.)
Transaction based fees accruing to related parties.
Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Joral T. Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Tomas J. Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Michael G. Steinthal BrokerCheck CRD 435071 ↗
via Primex (CRD 29394 ↗)

Curtis H. Smiley BrokerCheck CRD 4443310 ↗
via Primex (CRD 29394 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Stanley Lewandoski II BrokerCheck CRD 4476450 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Timothy W. Greer BrokerCheck CRD 731658 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Phalanx Trading LLC (CRD 146993 ↗)

Meg Green BrokerCheck CRD 714332 ↗
via Sterne Agee Financial Services Inc. (CRD 18456 ↗)

Todd M. Battaglia BrokerCheck CRD 1965041 ↗
via Sterne Agee Financial Services Inc. (CRD 18456 ↗)

Carol L. King BrokerCheck CRD 4890394 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Robert B. Charlton II BrokerCheck CRD 4410333 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Kyle H. Imholte BrokerCheck CRD 5448950 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Larry D. Newman BrokerCheck CRD 347180 ↗
via Calton & Associates Inc. (CRD 20999 ↗)

John D. Powell BrokerCheck CRD 1196945 ↗
via Calton & Associates Inc. (CRD 20999 ↗)

Mark Iskander BrokerCheck CRD 2326918 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Michael A. Bruggemann BrokerCheck CRD 5500983 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Troy T. Wada BrokerCheck CRD 5636479 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Patrick J. Lynch III BrokerCheck CRD 1632895 ↗
via Investacorp Inc. (CRD 7684 ↗)

Scott J. Langham BrokerCheck CRD 4552006 ↗
via Investacorp inc. (CRD 7684 ↗)

Sherry L. Malone BrokerCheck CRD 1107276 ↗
via Investacorp Inc. (CRD 7684 ↗)

Matthew R. Schanz BrokerCheck CRD 6382829 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Kathryn P. Gustafson BrokerCheck CRD 2926226 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Ralph S. Waller BrokerCheck CRD 3196853 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Mark Dormire BrokerCheck CRD 4959390 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Benjamin J. Tutschulte BrokerCheck CRD 4415449 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Robert E. Burns BrokerCheck CRD 4066393 ↗
via VSR Financial Services Inc. (CRD 14503 ↗)

Mitchal D. O'Hare BrokerCheck CRD 4561108 ↗
via Transamerica Financial Advisors Inc. (CRD 16164 ↗)

Sigrid A. Daugaard BrokerCheck CRD 5481583 ↗
via Transamerica Financial Advisors Inc. (CRD 16164 ↗)

Lisa M. Lyons BrokerCheck CRD 2086482 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Grant C. Conness BrokerCheck CRD 4778193 ↗
via G.F. Investment Services LLC (CRD 132939 ↗)

Matthew E. Roberson BrokerCheck CRD 3090052 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Brandon M. Nelson BrokerCheck CRD 31253776 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Lawrence R. Fiorini Jr. BrokerCheck CRD 1988099 ↗
via CliftonLarsonAllen Wealth Advisors LLC (CRD 38357 ↗)

Richard W. Hsieh BrokerCheck CRD 2934210 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Timothy J. Sherer BrokerCheck CRD 833618 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Ryan J. Sherer BrokerCheck CRD 5952617 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Eric W. Holtz BrokerCheck CRD 5821492 ↗
via Summit Brokerage Services Inc. (CRD 34643 ↗)

Michael L. DiGaetano BrokerCheck CRD 2378300 ↗
via Summit Brokerage Services Inc. (CRD 34643 ↗)

Marijo Dluzak BrokerCheck CRD 1338859 ↗
via FSC Securities Corporation (CRD 7461 ↗)
EDGAR ↗
Jan 15, 2016 D/A
Park Creek Steeple Multifamily DST
File 021-245893
$3,836,725 (est.)$0$2,502,627 (est.)
Transaction based fees accruing to related parties.
Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Investacorp Inc. BrokerCheck CRD 7684 ↗
via Investacorp Inc. (CRD 7684 ↗)

Ramsey K. Reich BrokerCheck CRD 1491924 ↗
via ProEquities Inc. (CRD 15708 ↗)

Jules Spindler BrokerCheck CRD 823214 ↗
via ProEquities Inc. (CRD 15708 ↗)

James A. Davenport BrokerCheck CRD 2200818 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Timothy W. Greer BrokerCheck CRD 731658 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Crown Capital Securities LP BrokerCheck CRD 6312 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

John M. Donnelly BrokerCheck CRD 4838854 ↗
via Transamerica Financial Advisors Inc. (CRD 16164 ↗)

Mitchal O'Hare BrokerCheck CRD 4561108 ↗
via Transamerica Financial Advisors Inc. (CRD 16164 ↗)

Sigrid Daugaard BrokerCheck CRD 5481583 ↗
via Transamerica Financial Advisors Inc. (CRD 16164 ↗)

Thomas R. Bates BrokerCheck CRD 1037294 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Raymond Harrison BrokerCheck CRD 2287436 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Casey Pond BrokerCheck CRD 5563524 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

DFPG Investments Inc. BrokerCheck CRD 155576 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

John J. DiDomenico BrokerCheck CRD 2577481 ↗
via Calton & Associates Inc. (CRD 20999 ↗)

Justin Lowy BrokerCheck CRD 5935993 ↗
via National Securities Corporation (CRD 7569 ↗)

Carmen D. Morrone BrokerCheck CRD 1898874 ↗
via National Securities Corporation (CRD 7569 ↗)

Dwight Kay BrokerCheck CRD 5376903 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Salvatore Dispenziere BrokerCheck CRD 4386928 ↗
via Cadaret Grant & Co. Inc. (CRD 10641 ↗)

Michael Cruz BrokerCheck CRD 2130750 ↗
via Courtlandt Securities Corporation (CRD 137356 ↗)

Steven Guglielmetti BrokerCheck CRD 2143211 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Joshua B. Heims BrokerCheck CRD 4676576 ↗
via United Planners Financial Services of America (CRD 20804 ↗)

Timothy J. Sherer BrokerCheck CRD 833618 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Ryan Sherer BrokerCheck CRD 5952617 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Edwin Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Ivar Jones BrokerCheck CRD 2729076 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Kirk Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Matthew C. Weinheimer BrokerCheck CRD 2917501 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Joral Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Tomas Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

John Montemarano BrokerCheck CRD 1089597 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

James Ehrenkrook BrokerCheck CRD 841189 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

David Ehrenkrook BrokerCheck CRD 5118558 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Donovan Kelly BrokerCheck CRD 2622366 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Centaurus Financial Inc. BrokerCheck CRD 30833 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Jeffrey J. McKay BrokerCheck CRD 818303 ↗
via Voya Financial Advisors Inc. (CRD 2882 ↗)

Matthew Rubis BrokerCheck CRD 5863109 ↗
via Parkland Securities LLC (CRD 115368 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Thomas Goodson BrokerCheck CRD 1332233 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Richard Soennichsen BrokerCheck CRD 1369108 ↗
via H. Beck Inc. (CRD 1763 ↗)

Gary L. Chapman BrokerCheck CRD 5244594 ↗
via Berthel Fisher & Company Financial Services Inc. (CRD 13609 ↗)

Richard W. Hsieh BrokerCheck CRD 2934210 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Eric J. Glassbrenner BrokerCheck CRD 4160645 ↗
via Center Street Securities Inc. (CRD 26898 ↗)

Charles C. Shafe BrokerCheck CRD 1277113 ↗
via Transam Securities Inc. (CRD 18923 ↗)

Richard L. Argotsinger BrokerCheck CRD 1514971 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Mark T. Maund BrokerCheck CRD 3012539 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Marc Spiegel BrokerCheck CRD 1842622 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Jeffrey L. Davis BrokerCheck CRD 1344594 ↗
via Michigan Securities Inc. (CRD 101600 ↗)

Robert Davis BrokerCheck CRD 5255982 ↗
via Coastal Equities Inc. (CRD 23769 ↗)

Eric Holtz BrokerCheck CRD 5821492 ↗
via Summit Brokerage Services Inc. (CRD 34643 ↗)

Brion Harris BrokerCheck CRD 3199095 ↗
via Summit Brokerage Services Inc. (CRD 34643 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)
EDGAR ↗
Jan 12, 2016 D/A
Healthcare Portfolio DST
File 021-249534
$1,785,416 (est.)$0$1,236,856 (est.)Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Craig M. Rollins BrokerCheck CRD 1896698 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Donald P. Westerhoff BrokerCheck CRD 2367692 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Gary L. Chapman BrokerCheck CRD 5244594 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

James A. Davenport BrokerCheck CRD 2200818 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Jason M. Nelson BrokerCheck CRD 3069330 ↗
via Coordinated Capital Securities, Inc. (CRD 14762 ↗)

Robert R. Tweed BrokerCheck CRD 2339324 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Leslie M. Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

John H. Scully BrokerCheck CRD 803539 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Preston P. Mokris BrokerCheck CRD 5179201 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Mark T. Maund BrokerCheck CRD 3012539 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

William S. Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Danny K. Cochran BrokerCheck CRD 2020952 ↗
via HD Vest Investment Services (CRD 13686 ↗)

Robert S. Smith BrokerCheck CRD 1412333 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Charles C. Shafe BrokerCheck CRD 1277113 ↗
via Transam Securities, Inc. (CRD 18923 ↗)

Corbin S. Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Mitchell E. Glicksman BrokerCheck CRD 2580633 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Joseph M. Insalaco BrokerCheck CRD 2978175 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Ivan M. West BrokerCheck CRD 4921015 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Mark G. Kosanke BrokerCheck CRD 2317906 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Joseph A. Nugent BrokerCheck CRD 4019776 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Richard L. Argotsinger BrokerCheck CRD 1514971 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Eric S. Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Bruce A. Carroll BrokerCheck CRD 1319858 ↗
via Harbour Investments, Inc. (CRD 19258 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

David L. Funk BrokerCheck CRD 2901355 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Pat A. Mallozzi BrokerCheck CRD 3224500 ↗
via HD Vest Investment Services (CRD 13686 ↗)

Jennifer K. Arnold BrokerCheck CRD 4973672 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Steve J. Markey BrokerCheck CRD 2591317 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Patrick J. Lynch, III BrokerCheck CRD 1632895 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Timothy W. Greer BrokerCheck CRD 731658 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Mitchal D. O'Hare BrokerCheck CRD 4561108 ↗
via Transamerica Financial Advisors, Inc. (CRD 16164 ↗)

Sigrid A. Daugaard BrokerCheck CRD 5481583 ↗
via Transamerica Financial Advisors, Inc. (CRD 16164 ↗)

Thomas J. Ealy BrokerCheck CRD 863042 ↗
via Investment Planners, Inc. (CRD 18557 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities, Inc. (CRD 16944 ↗)

Thomas J. Goodson BrokerCheck CRD 1332233 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Brian G. Brown BrokerCheck CRD 810068 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Brody R. Bray BrokerCheck CRD 4727529 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Dean P. McDermott BrokerCheck CRD 1731834 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Daniel E. Nemeth BrokerCheck CRD 6150953 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Robert B. Charlton II BrokerCheck CRD 4410333 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Leon Rousso BrokerCheck CRD 1012746 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

David C. Gossling BrokerCheck CRD 2545451 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Jason A. Salmon BrokerCheck CRD 6081963 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

David E. Stone BrokerCheck CRD 2280955 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Michael A. Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investment, Inc, (CRD 155576 ↗)

Thomas J. Povinelli BrokerCheck CRD 1326492 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

David C. Gossling BrokerCheck CRD 2545451 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Terry L. Owens BrokerCheck CRD 1817623 ↗
via Lincoln Financial Advisors Corporation (CRD 3870 ↗)

Thomas J. Kieffer BrokerCheck CRD 1531908 ↗
via IBN Financial Services, Inc. (CRD 42360 ↗)

Cythnia A. Selfridge BrokerCheck CRD 4215878 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Matthew E. Roberson BrokerCheck CRD 3090052 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Lloyd M. Johnson BrokerCheck CRD 1626695 ↗
via Capital Financial Services, Inc. (CRD 8408 ↗)

Ann H. Stewart BrokerCheck CRD 2388888 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Karen Fleming BrokerCheck CRD 1142002 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Donovan T. Kelly BrokerCheck CRD 2622366 ↗
via Financial Group, LLC (CRD 7717 ↗)

Geraldine L. Cherrey Diamond BrokerCheck CRD 2394497 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Carol B. Holm BrokerCheck CRD 1178157 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Daniel J. Luke BrokerCheck CRD 4324353 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Eric P. Scruggs BrokerCheck CRD 6082402 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Jarrod F. Hirschfield BrokerCheck CRD 4666092 ↗
via Ameritas Investments (CRD 14869 ↗)

Elliot V. Hill BrokerCheck CRD 5778698 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Bryon E. Martinsen BrokerCheck CRD 1621649 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

William J. Bugdon BrokerCheck CRD 5720121 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Stacey J. Morimoto BrokerCheck CRD 4420782 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

John Kwasny BrokerCheck CRD 1059113 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Elizabeth A. Liechty BrokerCheck CRD 3215809 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Kurt E. Eakin BrokerCheck CRD 4071149 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Arthur G. Katz BrokerCheck CRD 1840055 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Michael A. Bruggemann BrokerCheck CRD 5500983 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Troy T. Wada BrokerCheck CRD 5636479 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Matthew E. Roberson BrokerCheck CRD 3090052 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Jeffrey H. Voit BrokerCheck CRD 2462823 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Joseph R. Broadbent BrokerCheck CRD 3132498 ↗
via DFGP Investments, Inc. (CRD 155576 ↗)

John E. Bishop BrokerCheck CRD 866202 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Timothy K. Whipple BrokerCheck CRD 2829688 ↗
via DGPG Investments, Inc. (CRD 155576 ↗)

Craig M. Rollins BrokerCheck CRD 1896698 ↗
via DFPG Investments, Inc, (CRD 155576 ↗)

Marijo Dluzak BrokerCheck CRD 1338859 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)
EDGAR ↗
Dec 29, 2015 D/A
Denver Multifamily Portfolio DST
File 021-247030
$726,650 (est.)$0$546,000 (est.)
Transaction based fees accruing to related parties.
Chay Lapin BrokerCheck CRD 6275140 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Dwight Kay BrokerCheck CRD 5376903 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Bruce A. Carroll BrokerCheck CRD 1319858 ↗
via Harbour Investments Inc. (CRD 19258 ↗)

Jennifer Homman BrokerCheck CRD 4303375 ↗
via Harbour Investments Inc. (CRD 19258 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Michael Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Joseph R. Broadbent BrokerCheck CRD 3132498 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Craig M. Rollins BrokerCheck CRD 1896698 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Tomas Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Joral Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Michael Newton BrokerCheck CRD 2185103 ↗
via Investment Planners Inc. (CRD 18557 ↗)

Thomas J. Ealy BrokerCheck CRD 863042 ↗
via Investment Planners Inc. (CRD 18557 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Phalanx Trading LLC (CRD 146993 ↗)

Peter Fisher BrokerCheck CRD 1259923 ↗
via Investacorp Inc. (CRD 7684 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Leon Rousso BrokerCheck CRD 1012746 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Carol Holm BrokerCheck CRD 1178157 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Robert A. Horning BrokerCheck CRD 2311640 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Robert Charlton BrokerCheck CRD 4410333 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

W. Aubrey Morrow BrokerCheck CRD 836500 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Frank Kuiper BrokerCheck CRD 1774282 ↗
via Independent Financial Group (CRD 7717 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Darren Whissen BrokerCheck CRD 4716755 ↗
via Shopoff Securities Inc. (CRD 142866 ↗)
EDGAR ↗
Sep 3, 2015 D/A
San Antonio Multifamily II DST
File 021-242369
$1,130,408 (est.)$0$759,750 (est.)
Transaction based fees accruing to related parties.
Joral Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Gregory P. Hunter BrokerCheck CRD 2867265 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Michael Stieglitz BrokerCheck CRD 4623788 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

David C. Pitcher BrokerCheck CRD 4484820 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Investacorp Inc. BrokerCheck CRD 7684 ↗
via Investacorp Inc. (CRD 7684 ↗)

Mark J. Rychel BrokerCheck CRD 2262582 ↗
via Lincoln Financial Securities Corporation (CRD 3870 ↗)

James D. Warring BrokerCheck CRD 3198200 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Jason Freeman BrokerCheck CRD 2995587 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Miki Hashimoto BrokerCheck CRD 4728769 ↗
via Silber Bennett Financial Inc. (CRD 156435 ↗)

Deborah S. Anderson BrokerCheck CRD 1795405 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Brian D. Vosberg BrokerCheck CRD 4476509 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Martin J. Mulligan BrokerCheck CRD 2491539 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Dwight Kay BrokerCheck CRD 5376903 ↗
via Colorado Financial Services Corporation (CRD 104343 ↗)

John S. Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

Jacob Tujian BrokerCheck CRD 4605467 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Christopher A. Pratt BrokerCheck CRD 1043894 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)
EDGAR ↗
Aug 7, 2015 D
Family Discount Portfolio II DST
File 021-245283
$593,468$0$557,992
Transaction based fees accruing to related parties.
David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Eric J. Schindler BrokerCheck CRD 1439999 ↗
via Cetera Advisors LLC (CRD 10299 ↗)

Robert M. Cheney BrokerCheck CRD 2825660 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Jeremy N. Swank BrokerCheck CRD 3168639 ↗
via Summit Brokerage Services Inc. (CRD 34643 ↗)

Robert J. Binkele BrokerCheck CRD 2393598 ↗
via J.P. Turner & Company LLC (CRD 43177 ↗)

Mark T. Maund BrokerCheck CRD 3012539 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Allen G. Yee BrokerCheck CRD 1934271 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Joseph A. Nugent BrokerCheck CRD 4019776 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Marc G. Linsky BrokerCheck CRD 1450006 ↗
via Summit Brokerage Services LLC (CRD 34643 ↗)

Thomas D. Sanders BrokerCheck CRD 1280319 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Patrick L. Horn BrokerCheck CRD 2559951 ↗
via First Allied Securities Inc. (CRD 32444 ↗)
EDGAR ↗
Jul 24, 2015 D/A
Austin Lakeshore Multifamily DST
File 021-236783
$1,765,797 (est.)$0$955,000 (est.)
Transaction based fees accruing to related parties.
John P. Harvey Jr. BrokerCheck CRD 4227692 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Joral Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Samuel T. Green BrokerCheck CRD 5322474 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Phalanx Trading LLC (CRD 146993 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Jason H. Freeman BrokerCheck CRD 2995587 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Timothy R. Tehan BrokerCheck CRD 3230535 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Alex Filippini BrokerCheck CRD 5043549 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

DFPG Investments Inc. BrokerCheck CRD 155576 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Robert A. Horning BrokerCheck CRD 2311640 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

John H. Scully BrokerCheck CRD 803539 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Robert J. Krakower BrokerCheck CRD 2075184 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Mark A. Keen BrokerCheck CRD 3178657 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Patrick Tantoco BrokerCheck CRD 5249850 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Christopher Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Shawn Williamson BrokerCheck CRD 2829022 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

John W. Goff BrokerCheck CRD 1919761 ↗
via Investacorp Inc. (CRD 7684 ↗)

Jennifer Arnold BrokerCheck CRD 4973672 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Mark J. Rychel BrokerCheck CRD 2262582 ↗
via Lincoln Financial Securities Corporation (CRD 3870 ↗)
EDGAR ↗
Jul 15, 2015 D/A
Carmel Multifamily DST
File 021-234401
$984,132 (est.)$0$790,294 (est.)
Transaction based fees accruing to related parties.
Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

John P. Harvey Jr. BrokerCheck CRD 4227692 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Joseph A. Graziano BrokerCheck CRD 2442582 ↗
via TFS Securities Inc. (CRD 20626 ↗)

Christina A. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

DFPG Investments Inc. BrokerCheck CRD 155576 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Joral T. Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Robert S. Fagan BrokerCheck CRD 1572927 ↗
via Madison Avenue Securities LLC (CRD 23224 ↗)

Robert A. Horning BrokerCheck CRD 2311640 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Steven H. Murphy BrokerCheck CRD 4972221 ↗
via VSR Financial Services Inc. (CRD 14503 ↗)

Ronald A. Schley BrokerCheck CRD 2210699 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Jim A. Christian BrokerCheck CRD 4529522 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Leslie V. Anderton BrokerCheck CRD 873403 ↗
via Wilson-Davis & Co. Inc. (CRD 3777 ↗)
EDGAR ↗
Jul 9, 2015 D/A
Indianapolis Multifamily DST
File 021-228874
$2,247,429 (est.)$0$1,643,474 (est.)
Transaction based fees accruing to related parties.
Richard Schwartz BrokerCheck CRD 2037308 ↗
via National Securities Corporation (CRD 7569 ↗)

Lisa Sherman BrokerCheck CRD 1259510 ↗
via National Securities Corporation (CRD 7569 ↗)

Gregory Scrydloff BrokerCheck CRD 2088063 ↗
via National Securities Corporation (CRD 7569 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Jeffrey Bangerter BrokerCheck CRD 1687028 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Michael A. Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Patrick R. Conway BrokerCheck CRD 1337831 ↗
via Investacorp Inc. (CRD 7684 ↗)

John G. Chess BrokerCheck CRD 4812430 ↗
via Investacorp Inc. (CRD 7684 ↗)

Transamerica Financial Advisors Inc. BrokerCheck CRD 16164 ↗
via Transamerica Financial Advisors Inc. (CRD 16164 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Jason Steele BrokerCheck CRD 2674860 ↗
via Prospera Financial Services Inc. (CRD 10740 ↗)

Proequities Inc. BrokerCheck CRD 15708 ↗
via Proequities Inc. (CRD 15708 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

James T. Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Thomas A. Gray BrokerCheck CRD 1963306 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

John H. Scully BrokerCheck CRD 803539 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Robert A. Horning BrokerCheck CRD 2311640 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Adam J. Bryan BrokerCheck CRD 5443986 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Cynthia E. Hoelscher BrokerCheck CRD 3063251 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Jim A. Christian BrokerCheck CRD 4529522 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Ronald A. Horvitz BrokerCheck CRD 1277033 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Royal Alliance Associates Inc. BrokerCheck CRD 23131 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

David G. Haislip BrokerCheck CRD 714334 ↗
via H. Beck Inc. (CRD 1763 ↗)

Tye Wynfield BrokerCheck CRD 1341666 ↗
via Hagen Securities Inc. (CRD 27353 ↗)

VSR Financial Services Inc. BrokerCheck CRD 14503 ↗
via VSR Financial Services Inc. (CRD 14503 ↗)

Larry R. Law BrokerCheck CRD 1273118 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Patrick Tantoco BrokerCheck CRD 5249850 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Anil Gulati BrokerCheck CRD 1137733 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Wenjinn J. Chang BrokerCheck CRD 4536266 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Mark T. Maund BrokerCheck CRD 3012539 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Ronald D. Birnbaum BrokerCheck CRD 2382580 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Edward M. Gazarian BrokerCheck CRD 1457628 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Kent A. Lalonde BrokerCheck CRD 3241329 ↗
via CFD Investments Inc. (CRD 25427 ↗)

Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

William J. Connaker BrokerCheck CRD 5853942 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Michael G. Strafford BrokerCheck CRD 2108900 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Terry L. Daniels BrokerCheck CRD 4309671 ↗
via Madison Avenue Securities LLC (CRD 23224 ↗)

Steven B. Shaiman BrokerCheck CRD 4114227 ↗
via Calton & Associates Inc. (CRD 20999 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

John P. Harvey BrokerCheck CRD 4227692 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Cambridge Investment Research Inc. BrokerCheck CRD 39543 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Theresa M. Hall BrokerCheck CRD 1404084 ↗
via Securities America Inc. (CRD 10205 ↗)

Ryan P. Joyce BrokerCheck CRD 2889224 ↗
via B.B. Graham & Company Inc. (CRD 41533 ↗)

Dominic J. Zamora BrokerCheck CRD 4662318 ↗
via Cliftonlarsonallen Wealth Advisors LLC (CRD 38357 ↗)
EDGAR ↗
May 28, 2015 D/A
Jacksonville Multifamily DST
File 021-230725
$2,091,080 (est.)$0$1,379,040 (est.)
Transaction based fees accruing to related parties.
Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Ronald E. Strasburg BrokerCheck CRD 1141392 ↗
via Lincoln Financial Securities Corporation (CRD 3870 ↗)

Mark J. Rychel BrokerCheck CRD 2262582 ↗
via Lincoln Financial Securities Corporation (CRD 3870 ↗)

John E. Bishop BrokerCheck CRD 866202 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Mark T. Maund BrokerCheck CRD 3012539 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Samuel C. Bridgers III BrokerCheck CRD 1243406 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

DFPG Investments Inc. BrokerCheck CRD 155576 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Ryan P. Joyce BrokerCheck CRD 2889224 ↗
via B.B. Graham & Company Inc. (CRD 41433 ↗)

Dominic J. Zamora BrokerCheck CRD 4662318 ↗
via CliftonLarsonAllen Wealth Advisors (CRD 38357 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Randy A. Barmache BrokerCheck CRD 4607939 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

William J. Connaker BrokerCheck CRD 5853942 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Proequities Inc. BrokerCheck CRD 15708 ↗
via Proequities Inc. (CRD 15708 ↗)

John H. Scully BrokerCheck CRD 803539 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Robert A. Horning BrokerCheck CRD 2311640 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Linda J. Wimsatt BrokerCheck CRD 1401802 ↗
via VFG Securities Inc. (CRD 15121 ↗)

James T. Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Taylor D. Ashland BrokerCheck CRD 5732470 ↗
via Parkland Securities LLC (CRD 115368 ↗)

Commonwealth Financial Network BrokerCheck CRD 8032 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

John G. Chess BrokerCheck CRD 4812430 ↗
via Investa Corp. (CRD 7684 ↗)

Alfonso L. Romeu BrokerCheck CRD 2194818 ↗
via Freedom Investors Corp. (CRD 23714 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Michael G. Strafford BrokerCheck CRD 2108900 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Francis R. Bowen BrokerCheck CRD 872513 ↗
via Winslow Evans & Crocker Inc. (CRD 29686 ↗)

John P. Harvey Jr. BrokerCheck CRD 4227692 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Molly M. Grubb BrokerCheck CRD 5647291 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Larry D. Queen BrokerCheck CRD 851743 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Mark A. Keen BrokerCheck CRD 3178657 ↗
via The Strategic Financial Alliance (CRD 126514 ↗)
EDGAR ↗
May 8, 2015 D/A
Family Discount Portfolio III DST
File 021-227816
$712,444$0$655,893
Transaction based fees accruing to related parties.
Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Jeremy Swank BrokerCheck CRD 3168639 ↗
via Summit Brokerage Services Inc. (CRD 34643 ↗)

Robert J. Binkele BrokerCheck CRD 2393598 ↗
via J.P. Turner & Company LLC (CRD 43177 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Joral T. Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Alan N. Lichtenstein BrokerCheck CRD 1877017 ↗
via J.P. Turner & Company LLC (CRD 43177 ↗)

Jonathan D. Keller BrokerCheck CRD 4344114 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Mark T. Maund BrokerCheck CRD 3012539 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Patrick L. Horn BrokerCheck CRD 2559951 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Danny W. Mann BrokerCheck CRD 1195319 ↗
via Cetera Advisor Networks LLC (CRD 13572 ↗)

Jonna Keller BrokerCheck CRD 1983864 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Bryce A. Hamilton BrokerCheck CRD 4296113 ↗
via J.P. Turner & Company, LLC (CRD 43177 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

William J. Connaker BrokerCheck CRD 5853942 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

William J. Marco BrokerCheck CRD 1490759 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)
EDGAR ↗
Mar 25, 2015 D/A
University Lofts, L.L.C.
File 021-221909
$1,582,950 (est.)$0$1,049,495 (est.)
Transaction based fees accruing to related parties.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Investacorp Inc. BrokerCheck CRD 7684 ↗
via Investacorp Inc. (CRD 7684 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Susan J. Gitt BrokerCheck CRD 5580509 ↗
via EDI Financial Inc. (CRD 15699 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Investment Planners Inc. BrokerCheck CRD 18557 ↗
via Investment Planners Inc. (CRD 18557 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

John H. Scully BrokerCheck CRD 803539 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Manuel Ramos BrokerCheck CRD 1956224 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Bryon E. Martinsen BrokerCheck CRD 1621649 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Leonard G. Morgeson BrokerCheck CRD 1230450 ↗
via Lowell & Company Inc. (CRD 24913 ↗)

William H. Lowell BrokerCheck CRD 1158722 ↗
via Lowell & Company Inc. (CRD 24913 ↗)

Kathleen M Williams-Price BrokerCheck CRD 2450125 ↗
via Lowell & Company Inc. (CRD 24913 ↗)

Dennis I. Weiss BrokerCheck CRD 462338 ↗
via American Investors Company (CRD 38 ↗)

Angela S. Chang BrokerCheck CRD 1843542 ↗
via SCF Securities Inc. (CRD 47275 ↗)

Lincoln Investment Planning Inc. BrokerCheck CRD 519 ↗
via Lincoln Investment Planning Inc. (CRD 519 ↗)

Frank Aguilar BrokerCheck CRD 2296920 ↗
via Tricor Financial LLC (CRD 142518 ↗)

Elizabeth Delgado-Schuetze BrokerCheck CRD 4501355 ↗
via Tricor Financial LLC (CRD 142518 ↗)

Jason L. Garofalo BrokerCheck CRD 3008935 ↗
via Tricor Financial LLC (CRD 142518 ↗)

John S. Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Brian G. Brown BrokerCheck CRD 810068 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Brody R. Bray BrokerCheck CRD 4727529 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Leo Rosner BrokerCheck CRD 1011519 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Meg Green BrokerCheck CRD 714332 ↗
via Sterne Agee Financial Services Inc. (CRD 18456 ↗)

Todd M. Battaglia BrokerCheck CRD 1965041 ↗
via Sterne Agee Financial Services Inc. (CRD 18456 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)
EDGAR ↗
Mar 9, 2015 D/A
Lake Geneva Retail DST
File 021-213014
$1,723,916 (est.)$0$586,250 (est.)
Transaction based fees accruing to related parties.
Douglas A. Beaney BrokerCheck CRD 2920353 ↗
via Investacorp Inc. (CRD 7684 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

John W. Goff BrokerCheck CRD 1919761 ↗
via Investacorp Inc. (CRD 7684 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

William A. Morrow BrokerCheck CRD 836500 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Lawrence R. Fiorini Jr. BrokerCheck CRD 1988099 ↗
via Cliftonlarsonallen Wealth Advisors LLC (CRD 38357 ↗)

Brad C. Lawing BrokerCheck CRD 4986486 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Toni L. Sutherland BrokerCheck CRD 2729672 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Jeffrey B. Baker BrokerCheck CRD 2102752 ↗
via Vanderbilt Securities LLC (CRD 5953 ↗)

Roger B. Deal BrokerCheck CRD 2263476 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Greg Bachman BrokerCheck CRD 2948151 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

John G. Chess BrokerCheck CRD 4812430 ↗
via Investacorp Inc. (CRD 7684 ↗)

Robert J. Eckhardt BrokerCheck CRD 4095330 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Sung P. Lee BrokerCheck CRD 4856630 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Andrew M. Dornbusch BrokerCheck CRD 4860212 ↗
via Independence Realty Securities LLC (CRD 150161 ↗)

David M. Garrison BrokerCheck CRD 1803012 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

John E. Bishop BrokerCheck CRD 866202 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)
EDGAR ↗
Jan 20, 2015 D/A
Louisville Multifamily DST
File 021-225672
$1,565,330 (est.)$0$1,247,500 (est.)
Transaction based fees accruing to related parties.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Jack W. Ellison BrokerCheck CRD 2584997 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Phalanx Trading LLC (CRD 146993 ↗)

David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

William E. Sugg IV BrokerCheck CRD 4312125 ↗
via Comprehensive Asset Management and Servicing Inc. (CRD 43814 ↗)

Ronald L. Ellis BrokerCheck CRD 1605740 ↗
via Primex (CRD 29394 ↗)

Robert A. Horning BrokerCheck CRD 2311640 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Rudi V. Siela BrokerCheck CRD 1009645 ↗
via Proequities Inc. (CRD 15708 ↗)

Peter D. Fisher BrokerCheck CRD 1259923 ↗
via Investacorp Inc. (CRD 7684 ↗)

Matthew T. Rubis BrokerCheck CRD 5863109 ↗
via Parkland Securities LLC (CRD 115368 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Shunsuke J. Fukushi BrokerCheck CRD 4933092 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

John G. Chess BrokerCheck CRD 4812430 ↗
via Investacorp Inc. (CRD 7684 ↗)

VSR Financial Services Inc. BrokerCheck CRD 14503 ↗
via VSR Financial Services Inc. (CRD 14503 ↗)

Thomas J. Goodson BrokerCheck CRD 1332233 ↗
via Sagepoint Financial Inc. (CRD 133763 ↗)

Tomas J. Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Joral T. Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Noah D. Estrin BrokerCheck CRD 2660170 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Brian D. Dawdowicz BrokerCheck CRD 4473563 ↗
via Royal Alliance Associates Inc. (CRD 23131 ↗)

Andrew C. Bagnall BrokerCheck CRD 4331728 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Anne M. Machesky BrokerCheck CRD 720341 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Michael G. Khoury BrokerCheck CRD 268940 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Ronald Hershey BrokerCheck CRD 4207119 ↗
via Woodbury Financial Services Inc. (CRD 421 ↗)

Steven J. Goslin BrokerCheck CRD 5539844 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Joseph R. Broadbent BrokerCheck CRD 3132498 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

William S. Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Thomas G. Justice BrokerCheck CRD 2786145 ↗
via Conover Securities Corporation (CRD 17129 ↗)

Richard Soennichsen BrokerCheck CRD 1369108 ↗
via H. Beck Inc. (CRD 1763 ↗)

Mel R. Hertz BrokerCheck CRD 707875 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

John P. Gustavson BrokerCheck CRD 4045015 ↗
via Cliftonlarsonallen Wealth Advisors LLC (CRD 38357 ↗)
EDGAR ↗
Dec 17, 2014 D/A
San Antonio Multifamily DST
File 021-219059
$2,275,294 (est.)$0$1,593,561 (est.)
Transaction based fees accruing to related parties.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30340 ↗)

Norman G. Price BrokerCheck CRD 2406981 ↗
via RP Capital LLC (CRD 134768 ↗)

Gary G. Benson BrokerCheck CRD 1182211 ↗
via NPB Financial Group LLC (CRD 137743 ↗)

Investacorp Inc. BrokerCheck CRD 7684 ↗
via Investacorp Inc. (CRD 7684 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Corbin S. Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

James M. Gambaccini BrokerCheck CRD 4619759 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Brian G. Brown BrokerCheck CRD 810068 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Brody R. Bray BrokerCheck CRD 4727529 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Centaurus Financial Inc. BrokerCheck CRD 30833 ↗
via Cetaurus Financial Inc. (CRD 30833 ↗)

Dale W. Rice Jr. BrokerCheck CRD 2644016 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Christopher M. Moran BrokerCheck CRD 4249353 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

DFPG Investments Inc. BrokerCheck CRD 155576 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Thomas Boaks II BrokerCheck CRD 719361 ↗
via Michigan Securities Inc. (CRD 101600 ↗)

Triad Advisors Inc. BrokerCheck CRD 25803 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

William A. Morrow BrokerCheck CRD 836500 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Mark D. Tetreault BrokerCheck CRD 2453551 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Kelly H. Clyde BrokerCheck CRD 4825839 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Rocco Santorsola BrokerCheck CRD 2580695 ↗
via Ausdal Financial Partners Inc. (CRD 7995 ↗)

Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Mark S. Gopen BrokerCheck CRD 2989672 ↗
via National Securities Corporation (CRD 7569 ↗)

Alex M. Weissman BrokerCheck CRD 2568247 ↗
via National Securities Corporation (CRD 7569 ↗)

Ronald E. Strassburg BrokerCheck CRD 1141392 ↗
via Lincoln Financial Securities Corporation (CRD 3870 ↗)

David G. Lolley BrokerCheck CRD 4582305 ↗
via Lincoln Financial Securities Corporation (CRD 3870 ↗)

Damon C. Gonzalez BrokerCheck CRD 4274704 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Darren S. Watson BrokerCheck CRD 2665603 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Richard J. Gow BrokerCheck CRD 2350424 ↗
via Lara, May & Associates LLC (CRD 145589 ↗)

Susan J. Gitt BrokerCheck CRD 5580509 ↗
via EDI Financial Inc. (CRD 15699 ↗)

Carl F. Worden III BrokerCheck CRD 3130121 ↗
via J.P. Turner & Company LLC (CRD 43177 ↗)

Jim Kennedy BrokerCheck CRD 1961588 ↗
via VSR Financial Services Inc. (CRD 14503 ↗)

Alexandro L. Filippini BrokerCheck CRD 5043549 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

John P. Gustavson BrokerCheck CRD 4045015 ↗
via Cliftonlarsonallen Wealth Advisors LLC (CRD 38357 ↗)
EDGAR ↗
Nov 6, 2014 D/A
Pearland Multifamily DST
File 021-216105
$2,403,669 (est.)$0$1,440,000 (est.)
Transaction based fees accruing to related parties.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Lawrence R. Fiorini, Jr. BrokerCheck CRD 1988099 ↗
via Cliftonlarsonallen Wealth Advisors (CRD 38357 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

DFPG Investments Inc. BrokerCheck CRD 155576 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

James T. Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

John G. Chess BrokerCheck CRD 4812430 ↗
via Investacorp Inc. (CRD 7684 ↗)

Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

Jason L. Steele BrokerCheck CRD 2674860 ↗
via Prospera Financial Services Inc. (CRD 10740 ↗)

James K. Johnston BrokerCheck CRD 1689783 ↗
via Arete Wealth Management LLC (CRD 44856 ↗)

Judith H. Scheibel BrokerCheck CRD 5988074 ↗
via Investacorp Inc. (CRD 7684 ↗)

Independent Financial Group LLC BrokerCheck CRD 7717 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

James O. Mitchell Jr. BrokerCheck CRD 336937 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Mel R. Hertz BrokerCheck CRD 707875 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Rudi V. Siela BrokerCheck CRD 1009645 ↗
via Proequities Inc. (CRD 15708 ↗)

Andrew M. Dornbusch BrokerCheck CRD 4860212 ↗
via Independence Realty Securities LLC (CRD 150161 ↗)

James H. Simmons Jr. BrokerCheck CRD 2438224 ↗
via J.P. Turner & Company LLC (CRD 43177 ↗)

Joral T. Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

John P. Harvey Jr. BrokerCheck CRD 4227692 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Dale W. Rice Jr. BrokerCheck CRD 2644016 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Sterling D. Neblett BrokerCheck CRD 4972455 ↗
via Lara, May & Associates LLC (CRD 145589 ↗)

Wendy A. Payne BrokerCheck CRD 5083969 ↗
via Lara, May & Associates LLC (CRD 145589 ↗)

Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Marinos Ballas BrokerCheck CRD 2843677 ↗
via Aegis Capital Corp. (CRD 15007 ↗)

Kraig R. Mickelsen BrokerCheck CRD 2845238 ↗
via Ausdal Financial Partners Inc. (CRD 7995 ↗)

Conrad R. Pensavalle Jr. BrokerCheck CRD 717575 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Justin C. Lowy BrokerCheck CRD 5935993 ↗
via National Securities Corporation (CRD 7569 ↗)

Derek N. Eichenwald BrokerCheck CRD 4613771 ↗
via J.P. Turner & Company LLC (CRD 1610 ↗)

Timothy W. Greer BrokerCheck CRD 731658 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Brian E. Kampbell BrokerCheck CRD 4211321 ↗
via Voya Financial Advisors Inc. (CRD 2882 ↗)

Blayne A. Andersen BrokerCheck CRD 5727397 ↗
via Parkland Securities LLC (CRD 115368 ↗)

Loretta S. Wison BrokerCheck CRD 5581596 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Richard S. Schwartz BrokerCheck CRD 2037308 ↗
via National Securities Corporation (CRD 7569 ↗)
EDGAR ↗
Nov 6, 2014 D
Family Discount Portfolio II DST
File 021-227815
$592,147$0$557,992
Transaction based fees accruing to related parties.
David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)
EDGAR ↗
Jul 29, 2014 D/A
Denver MSA Multifamily DST
File 021-213409
$2,091,360 (est.)$0$1,267,500 (est.)
Transaction based fees accruing to related parties.
Daniel Raupp BrokerCheck CRD 4079107 ↗
via JP Turner & Co., L.L.C. (CRD 43177 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Lawrence R. Fiorini Jr. BrokerCheck CRD 1988099 ↗
via Cliftonlarsonallen Wealth Advisors LLC (CRD 38357 ↗)

Thomas Quinn BrokerCheck CRD 4699031 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

James Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Richard P. Thompson BrokerCheck CRD 1208090 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Susan J. Gitt BrokerCheck CRD 5580509 ↗
via EDI Financial Inc. (CRD 15699 ↗)

Proequities Inc. BrokerCheck CRD 15708 ↗
via Proequities Inc. (CRD 15708 ↗)

Brian G. Brown BrokerCheck CRD 810068 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Brody R. Bray BrokerCheck CRD 4727529 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Greg Bachman BrokerCheck CRD 2948151 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Nancy L. Congdon BrokerCheck CRD 2136551 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Joral T. Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

John G. Chess BrokerCheck CRD 4812430 ↗
via Investacorp Inc. (CRD 7684 ↗)

James R. Kennedy BrokerCheck CRD 1961588 ↗
via VSR Financial Services Inc. (CRD 14503 ↗)

Christopher B. Lawson BrokerCheck CRD 3044512 ↗
via Infinex Investments Inc. (CRD 35371 ↗)

Judith H. Scheibel BrokerCheck CRD 5988074 ↗
via Investacorp Inc. (CRD 7684 ↗)

Michael A. Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Timothy J. Sherer BrokerCheck CRD 833618 ↗
via J.P. Turner & Company LLC (CRD 43177 ↗)

John P. Harvey Jr. BrokerCheck CRD 4227692 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)

Stacey J. Morimoto BrokerCheck CRD 4420782 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Peter D. Fisher BrokerCheck CRD 1259923 ↗
via Investacorp Inc. (CRD 7684 ↗)

Jason L. Steele BrokerCheck CRD 2674860 ↗
via Prospera Financial Services Inc. (CRD 10740 ↗)

Robert A. Horning BrokerCheck CRD 2311640 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

Patrick T. Shea BrokerCheck CRD 1654953 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Christopher M. Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Blayne A. Andersen BrokerCheck CRD 5727397 ↗
via Sammons Securities Company LLC (CRD 115368 ↗)

Kelly H. Clyde BrokerCheck CRD 4825839 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

James M. Gambaccini BrokerCheck CRD 4619759 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)
EDGAR ↗
Jun 10, 2014 D/A
West Hartford Grocery Center DST
File 021-212206
$705,772 (est.)$0$467,158 (est.)Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Douglas A. Beaney BrokerCheck CRD 2920353 ↗
via Investacorp Inc. (CRD 7684 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

William Lapiana BrokerCheck CRD 4580411 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

William E. Bishoff BrokerCheck CRD 2748073 ↗
via Prospera Financial Services Inc. (CRD 10740 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Eric S. Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Lawrence R. Fiorini Jr. BrokerCheck CRD 1988099 ↗
via Cliftonlarsonallen Wealth Advisors LLC (CRD 38357 ↗)

Christopher J. Passero BrokerCheck CRD 2517681 ↗
via Money Concepts Capital Corp. (CRD 12963 ↗)

James M Raine BrokerCheck CRD 2360466 ↗
via Questar Capital Corporation (CRD 43100 ↗)

E. Martin Von Kanel BrokerCheck CRD 1394888 ↗
via Summit Brokerage Services Inc. (CRD 34643 ↗)

John J. Lewis BrokerCheck CRD 1778039 ↗
via Summit Brokerage Services Inc. (CRD 34643 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities LLC (CRD 137906 ↗)
EDGAR ↗
May 28, 2014 D/A
Bristol Sports Center DST
File 021-210594
$1,506,521 (est.)$0$1,194,375 (est.)Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Vincent P. Gianatasio BrokerCheck CRD 826699 ↗
via Cadaret Grant & Co. Inc. (CRD 10641 ↗)

Harry R. Tyler BrokerCheck CRD 451126 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities, Inc. (CRD 16944 ↗)

Wenjinn J. Chang BrokerCheck CRD 4536266 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Jacob S. Tujian BrokerCheck CRD 4605467 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Sterling Neblett BrokerCheck CRD 4972455 ↗
via Lara, May & Associates, LLC (CRD 145589 ↗)

Wendy A. Payne BrokerCheck CRD 5083969 ↗
via Lara, May & Associates, LLC (CRD 145589 ↗)

William Lapiana BrokerCheck CRD 4580411 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Timothy R. Tehan BrokerCheck CRD 3230535 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

John W. Goff BrokerCheck CRD 1919761 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Daniel P. Raupp BrokerCheck CRD 4079107 ↗
via J.P. Turner & Company, L.L.C. (CRD 43177 ↗)

Timothy J. Sherer BrokerCheck CRD 833618 ↗
via J.P. Turner & Company, L.L.C. (CRD 43177 ↗)

David W. Toetz BrokerCheck CRD 1379388 ↗
via Independence Capital Co., Inc. (CRD 24723 ↗)

Patrick T. Shea BrokerCheck CRD 1654953 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Leslie B. Goldstein BrokerCheck CRD 1300590 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

John P. Harvey Jr. BrokerCheck CRD 4227692 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Frederick P. Baerenz BrokerCheck CRD 2388453 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Jeffrey J. Arburn BrokerCheck CRD 1475817 ↗
via Whitehall-Parker Securities, Inc. (CRD 10608 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

John H. Scully BrokerCheck CRD 803539 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

James M. Raine BrokerCheck CRD 2360466 ↗
via Questar Capital Corporation (CRD 43100 ↗)

Robert J. Binkele BrokerCheck CRD 2393598 ↗
via J.P. Turner & Company, L.L.C. (CRD 43177 ↗)

Michael G. Steinthal BrokerCheck CRD 435071 ↗
via Primex (CRD 29394 ↗)

David R. Koehler BrokerCheck CRD 4832628 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Leo Rosner BrokerCheck CRD 1011519 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

John K. Day BrokerCheck CRD 1609633 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

William E. Bishoff BrokerCheck CRD 2748073 ↗
via Prospera Financial Services, Inc. (CRD 10740 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

James O. Mitchell Jr. BrokerCheck CRD 336937 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Christopher J. Passero BrokerCheck CRD 2517681 ↗
via Money Concepts Capital Corp. (CRD 12963 ↗)

Jason B. Vanclef BrokerCheck CRD 5096529 ↗
via VFG Securities, Inc. (CRD 15121 ↗)

William F. White BrokerCheck CRD 2168943 ↗
via Primex (CRD 29394 ↗)

Matthew T. Apodaca BrokerCheck CRD 5675432 ↗
via Money Concepts Capital Corp. (CRD 12963 ↗)
EDGAR ↗
May 15, 2014 D/A
Lafayette Multifamily DST
File 021-207260
$637,291 (est.)$0$482,125 (est.)Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Ramsey K. Reich BrokerCheck CRD 1491924 ↗
via Proequities, Inc. (CRD 15708 ↗)

Steven M. Netzel BrokerCheck CRD 2863170 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Joshua P. Ungerecht BrokerCheck CRD 5183573 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Aubrey Morrow BrokerCheck CRD 836500 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Robert N. Deklotz BrokerCheck CRD 64273 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Jason B. Vanclef BrokerCheck CRD 5096529 ↗
via VFG Securities, Inc. (CRD 15121 ↗)

Robyn H. Lee BrokerCheck CRD 2846656 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Robert A. Horning BrokerCheck CRD 2311640 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Eric A. Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Brent C. Fuchs BrokerCheck CRD 4269916 ↗
via Lincoln Financial Advisors Corporation (CRD 3978 ↗)

John W. Goff BrokerCheck CRD 1919761 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Peter D. Fisher BrokerCheck CRD 1259923 ↗
via Investacorp Inc. (CRD 7684 ↗)

Jeffrey A. Umbaugh BrokerCheck CRD 4299073 ↗
via Proequities, Inc. (CRD 15708 ↗)

Nathan L. Rewerts BrokerCheck CRD 2913269 ↗
via Investment Planners, Inc. (CRD 18557 ↗)

Ronald R. Raitz BrokerCheck CRD 4620383 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Scott V. Kaupp BrokerCheck CRD 1002907 ↗
via VSR Financial Services, Inc. (CRD 14503 ↗)

Samuel C. Bridgers BrokerCheck CRD 1243406 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Robert L. Hackenberg BrokerCheck CRD 1064715 ↗
James K. Johnston BrokerCheck CRD 1689783 ↗
via Arete Wealth Management, LLC (CRD 44856 ↗)

Martin H. McFarlin BrokerCheck CRD 2838151 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Bruce C. Hatter BrokerCheck CRD 2963171 ↗
via Proequities, Inc. (CRD 15708 ↗)

Jennifer J. Homman BrokerCheck CRD 4303375 ↗
via Harbour Investments Inc. (CRD 19258 ↗)
EDGAR ↗
Apr 15, 2014 D/A
Dallas MSA Multifamily DST
File 021-205780
$3,485,791 (est.)$0$2,000,000 (est.)
Transaction based fees accruing to related parties.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Craig A. Hoff BrokerCheck CRD 1936893 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

Peter Fisher BrokerCheck CRD 1259923 ↗
via Investacorp Inc. (CRD 7684 ↗)

John Harvey BrokerCheck CRD 4227692 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

Harry R. Tyler BrokerCheck CRD 451126 ↗
Eric Kuchel BrokerCheck CRD 4118500 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Susan Gitt BrokerCheck CRD 5580509 ↗
via EDI Financial, Inc. (CRD 15699 ↗)

Tomas J. Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Stuart Benjamin BrokerCheck CRD 1317657 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

John Rooney BrokerCheck CRD 1410648 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

James O. Mitchell BrokerCheck CRD 336937 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Joseph M. Insalaco BrokerCheck CRD 2978175 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Joral Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Jonathan Keller BrokerCheck CRD 4344114 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

J.P. Turner & Company, L.L.C. BrokerCheck CRD 43177 ↗
via J.P. Turner & Company, L.L.C. (CRD 43177 ↗)

Mark Iskander BrokerCheck CRD 2326918 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

David J. Sullwold BrokerCheck CRD 2242306 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Douglas W. McCown BrokerCheck CRD 2113482 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Terry Shea BrokerCheck CRD 1654953 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Donovan T. Kelly BrokerCheck CRD 2622366 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Scully BrokerCheck CRD 803539 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Randy Barmache BrokerCheck CRD 4607939 ↗
via Newport Coast Securities, Inc. (CRD 16944 ↗)

Sung Lee BrokerCheck CRD 4856630 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Vint Hartmann BrokerCheck CRD 2686726 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Ann H. Stewart BrokerCheck CRD 238888 ↗
via Money Concepts Capital Corp. (CRD 12963 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Brody R. Bray BrokerCheck CRD 4727529 ↗
via The Strategic Financial Alliance (CRD 126514 ↗)

Brian G. Brown BrokerCheck CRD 810068 ↗
via The Strategic Alliance (CRD 126514 ↗)

Walter L. Harris BrokerCheck CRD 1010630 ↗
via Securities Service Network, Inc. (CRD 13318 ↗)

David Cowguill BrokerCheck CRD 1275601 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

David J. Florell BrokerCheck CRD 5210813 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

William B. Elson BrokerCheck CRD 1808374 ↗
via VSR Financial Services, Inc. (CRD 14503 ↗)

Dennis P. Van Patter BrokerCheck CRD 1364583 ↗
via VSR Financial Services, Inc. (CRD 14503 ↗)

Vincent P. Gianatasio BrokerCheck CRD 826699 ↗
via Cadaret, Grant & Co., Inc. (CRD 10641 ↗)

Gary L. Barton BrokerCheck CRD 824042 ↗
via Financial Telesis Inc. (CRD 31012 ↗)

Thomas Ealy BrokerCheck CRD 863042 ↗
via Investment Planners, Inc. (CRD 18557 ↗)

Allan L. Watson BrokerCheck CRD 5348527 ↗
via Investment Planners, Inc. (CRD 18557 ↗)

Rudi V. Siela BrokerCheck CRD 1009645 ↗
via Proequities, Inc. (CRD 15708 ↗)

James W. Herrig BrokerCheck CRD 1684201 ↗
via Proequities, Inc. (CRD 15708 ↗)

John T. Christy BrokerCheck CRD 4573758 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Martin J. Mulligan BrokerCheck CRD 2491539 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Albert N. Isakov BrokerCheck CRD 5233025 ↗
Alexandro L. Filippini BrokerCheck CRD 5043549 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Christopher C. Fess BrokerCheck CRD 1335361 ↗
via KCD Financial, Inc. (CRD 127473 ↗)

Gilbert Mercado BrokerCheck CRD 5156495 ↗
via Money Concepts Capital Corp. (CRD 12963 ↗)

Securities Service Network, Inc. BrokerCheck CRD 13318 ↗
via Securities Service Network, Inc. (CRD 13318 ↗)

Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Robert L. Hackenberg BrokerCheck CRD 1064715 ↗
via Leigh Baldwin & Co., LLC (CRD 38751 ↗)
EDGAR ↗
Mar 21, 2014 D/A
Naples Multifamily DST
File 021-204505
$680,651 (est.)$0$479,500 (est.)
Transaction based fees accruing to related parties.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Gregory Block no CRD number reported
Eric Bricknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates, Inc. (CRD 31029 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services, LLC (CRD 1151604 ↗)

National Securities Corporation BrokerCheck CRD 7569 ↗
via National Securities Corporation (CRD 7569 ↗)

John S. Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

William Aubrey Morrow BrokerCheck CRD 836500 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Edwin T. Suzuki BrokerCheck CRD 4851317 ↗
via Newport Coast Securities, Inc. (CRD 16944 ↗)

Peter McNeil BrokerCheck CRD 4378567 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Craig A. Hoff BrokerCheck CRD 1936893 ↗
via DFPG Investments Inc. (CRD 155576 ↗)

John W. Goff BrokerCheck CRD 1919761 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Patrick R. Conway BrokerCheck CRD 1337831 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Mike Newton BrokerCheck CRD 2185103 ↗
via Investment Planners, Inc. (CRD 18557 ↗)

Peter A. Finnegan BrokerCheck CRD 1336798 ↗
via Phalanx Trading, LLC (CRD 146993 ↗)

Wenjinn J. Chang BrokerCheck CRD 4536266 ↗
via Independent Financial Group (CRD 7717 ↗)

Leonard Gayle Morgeson BrokerCheck CRD 1230450 ↗
via Lowell & Company Inc. (CRD 24913 ↗)

Craig M. Rollins BrokerCheck CRD 1896698 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Jennifer J. Homman BrokerCheck CRD 4303375 ↗
via Harbour Investments, Inc. (CRD 19258 ↗)
EDGAR ↗
Jan 10, 2013 D
Inland Territory, L.L.C.
File 021-189852
$0$0$0None listed on this filingEDGAR ↗
Oct 12, 2012 D
Inland Diversified Dayville Killingly Member, L.L.C.
File 021-185418
$0$0$0None listed on this filingEDGAR ↗
Oct 12, 2012 D
Inland Diversified White Plains City Center Member, L.L.C.
File 021-185417
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2010 D
INP REIT I LLC
File 021-152770
$6,250 (est.)$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Phyllis J. Beck (CRD 1020488 ↗)
EDGAR ↗
Dec 30, 2010 D
INP REIT II LLC
File 021-152786
$6,250 (est.)$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Phyllis J. Beck (CRD 1020488 ↗)
EDGAR ↗
Jul 1, 2010 D/A
Inland Opportunity Fund, L.L.C.
File 021-132538
$10,000,000 (est.)$0$0Inland Securities Corporation BrokerCheck CRD 015807 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 167 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 9 ownership records · last checked Oct 23, 2026, 11:39 PM ET

0 recorded documents and 9 ownership records matched to Inland in the sources searched.

Owner of record Dallas County TX
Parcel 44022920040020000 · ROWLETT (DALLAS CO), TX · Roll 2026
Owner as listed: SELF STORAGE PORTFOLIO XVI DST
Matched on: exact company name; Form D zip 60523. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 44022920040050000 · ROWLETT (DALLAS CO), TX · Roll 2026
Owner as listed: SELF STORAGE PORTFOLIO XVI DST
Matched on: exact company name; Form D zip 60523. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 44022940030540000 · ROWLETT (DALLAS CO), TX · Roll 2026
Owner as listed: SELF STORAGE PORTFOLIO XVI DST
Matched on: exact company name; Form D zip 60523. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 44022940030550000 · ROWLETT (DALLAS CO), TX · Roll 2026
Owner as listed: SELF STORAGE PORTFOLIO XVI DST
Matched on: exact company name; Form D zip 60523. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 44022940040490000 · ROWLETT (DALLAS CO), TX · Roll 2026
Owner as listed: SELF STORAGE PORTFOLIO XVI DST
Matched on: exact company name; Form D zip 60523. Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 99920840000120900 · ROWLETT (DALLAS CO), TX · Roll 2026
Owner as listed: SELF STORAGE PORTFOLIO XVI DST
Matched on: exact company name; same state (IL). Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 99932280000068100 · DALLAS, TX · Roll 2026
Owner as listed: SELF STORAGE PORTFOLIO VIII DST
Matched on: exact company name; same state (IL). Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Dallas County TX
Parcel 99972050000069000 · RICHARDSON, TX · Roll 2026
Owner as listed: SELF STORAGE PORTFOLIO VIII DST
Matched on: exact company name; same state (IL). Account page (Dallas Central Appraisal District) ↗ · Dataset file we read (DCAD zip, 203 MB) ↗ · Dallas Central Appraisal District ACCOUNT_INFO.CSV · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Harris County TX
Parcel 0431170000048 · KATY, TX · Roll 2026
Owner as listed: SELF STORAGE PORTFOLIO VIII DST
Matched on: exact company name; same state (IL). HCAD public data page (account 0431170000048) ↗ · Dataset file we read (HCAD Real_acct_owner zip, 212 MB) ↗ · Harris County Appraisal District real_acct.txt · Retrieved Oct 23, 2026, 8:58 PM ET

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Sources searched: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 23, 2026, 11:39 PM ET · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 23, 2026, 11:39 PM ET · NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 23, 2026, 11:39 PM ET · Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗IO Inland Opportunity Fund, L.L.C.shared people, same business addressOAK BROOK, ILCommercial2$15,537,282250$100,0002009–2010
EDGAR ↗IR INP REIT II LLCshared people, same business address, similar issuer namesOAK BROOK, ILREITS and Finance1$121,000121$1,0002010–2010
EDGAR ↗IR INP REIT I LLCshared people, same business address, similar issuer namesOAK BROOK, ILREITS and Finance1$121,000121$1,0002010–2010
EDGAR ↗ID Inland Diversified Dayville Killingly Member, L.L.C.shared people, same business address, similar issuer namesOAK BROOK, ILOther Real Estate1$9,608,0221No minimum reported2012–2012
EDGAR ↗ID Inland Diversified White Plains City Center Member, L.L.C.shared people, same business address, similar issuer namesOAK BROOK, ILOther Real Estate1$36,959,0482No minimum reported2012–2012
EDGAR ↗IT Inland Territory, L.L.C.shared people, same business addressOAK BROOK, ILOther Real Estate1$30,000,0004No minimum reported2013–2013
EDGAR ↗NM Naples Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate3$7,868,792
offering $7,868,793 · similar: $2,250,000–$16,950,000
33
similar: 5–32
$25,000
similar: $15,000–$100,000
2013–2014
EDGAR ↗DM Dallas MSA Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$40,298,164
offering $40,298,164 · similar: $2,250,000–$16,950,000
103
similar: 5–32
$25,000
similar: $15,000–$100,000
2013–2014
EDGAR ↗LM Lafayette Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$7,367,534
offering $7,367,534 · similar: $2,250,000–$16,950,000
32
similar: 5–32
$25,000
similar: $15,000–$100,000
2013–2014
EDGAR ↗BS Bristol Sports Center DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$17,416,433
offering $17,416,433 · similar: $2,250,000–$16,950,000
77
similar: 5–32
$25,000
similar: $15,000–$100,000
2014–2014
EDGAR ↗WH West Hartford Grocery Center DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$8,159,215
offering $8,159,215 · similar: $2,250,000–$16,950,000
18
similar: 5–32
$25,000
similar: $15,000–$100,000
2014–2014
EDGAR ↗LG Lake Geneva Retail DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$19,929,666
offering $19,929,666 · similar: $2,250,000–$16,950,000
41
similar: 5–32
$25,000
similar: $15,000–$100,000
2014–2015
EDGAR ↗DM Denver MSA Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$24,177,573
offering $24,177,573 · similar: $2,250,000–$16,950,000
61
similar: 5–32
$25,000
similar: $15,000–$100,000
2014–2014
EDGAR ↗PM Pearland Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$27,788,081
offering $27,788,081 · similar: $2,250,000–$16,950,000
80
similar: 5–32
$25,000
similar: $15,000–$100,000
2014–2014
EDGAR ↗SA San Antonio Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$26,303,970
offering $26,303,970 · similar: $2,250,000–$16,950,000
103
similar: 5–32
$25,000
similar: $15,000–$100,000
2014–2014
EDGAR ↗UL University Lofts, L.L.C.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate3$18,300,000
offering $18,300,000 · similar: $2,250,000–$16,950,000
275
similar: 5–32
$25,000
similar: $15,000–$100,000
2014–2015
EDGAR ↗LM Louisville Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$18,096,295
offering $18,096,295 · similar: $2,250,000–$16,950,000
60
similar: 5–32
$25,000
similar: $15,000–$100,000
2014–2015
EDGAR ↗FD Family Discount Portfolio III DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$9,627,626
offering $9,627,626 · similar: $2,250,000–$16,950,000
20
similar: 5–32
$100,000
similar: $15,000–$100,000
2014–2015
EDGAR ↗FD Family Discount Portfolio II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$8,019,840
offering $8,019,840 · similar: $2,250,000–$16,950,000
15
similar: 5–32
$100,000
similar: $15,000–$100,000
2014–2015
EDGAR ↗IM Indianapolis Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate3$25,981,840
offering $25,981,840 · similar: $2,250,000–$16,950,000
93
similar: 5–32
$25,000
similar: $15,000–$100,000
2014–2015
EDGAR ↗JM Jacksonville Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate3$24,174,330
offering $24,174,330 · similar: $2,250,000–$16,950,000
80
similar: 5–32
$25,000
similar: $15,000–$100,000
2014–2015
EDGAR ↗CM Carmel Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate3$11,377,246
offering $11,377,246 · similar: $2,250,000–$16,950,000
40
similar: 5–32
$25,000
similar: $15,000–$100,000
2015–2015
EDGAR ↗AL Austin Lakeshore Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$22,351,864
offering $22,351,864 · similar: $2,250,000–$16,950,000
80
similar: 5–32
$25,000
similar: $15,000–$100,000
2015–2015
EDGAR ↗RC Rancho Cordova Retail Center, L.L.C.shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate3$16,554,238
offering $16,554,238 · similar: $2,250,000–$16,950,000
159
similar: 5–32
$25,000
similar: $15,000–$100,000
2015–2016
EDGAR ↗SA San Antonio Multifamily II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$14,308,958
offering $14,308,958 · similar: $2,250,000–$16,950,000
48
similar: 5–32
$25,000
similar: $15,000–$100,000
2015–2015
EDGAR ↗PC Park Creek Steeple Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$48,566,140
offering $48,566,140 · similar: $2,250,000–$16,950,000
173
similar: 5–32
$25,000
similar: $15,000–$100,000
2015–2016
EDGAR ↗DM Denver Multifamily Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$9,198,099
offering $9,198,099 · similar: $2,250,000–$16,950,000
43
similar: 5–32
$25,000
similar: $15,000–$100,000
2015–2015
EDGAR ↗OS Orlando Student Housing DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$31,115,475
offering $31,115,475 · similar: $2,250,000–$16,950,000
109
similar: 5–32
$25,000
similar: $15,000–$100,000
2015–2016
EDGAR ↗HP Healthcare Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate6$35,708,329
offering $35,708,329 · similar: $2,250,000–$16,950,000
58
similar: 5–32
$25,000
similar: $15,000–$100,000
2015–2016
EDGAR ↗CS Charlotte Student Housing DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate3$29,345,975
offering $29,345,975 · similar: $2,250,000–$16,950,000
71
similar: 5–32
$25,000
similar: $15,000–$100,000
2015–2016
EDGAR ↗CM Colorado Multifamily Portfolio II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$30,665,631
offering $30,665,631 · similar: $2,250,000–$16,950,000
66
similar: 5–32
$25,000
similar: $15,000–$100,000
2016–2016
EDGAR ↗FN FL-NY Multifamily Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$61,151,443
offering $61,151,443 · similar: $2,250,000–$16,950,000
131
similar: 5–32
$25,000
similar: $15,000–$100,000
2016–2016
EDGAR ↗FC Ft. Collins Multifamily Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$39,012,526
offering $39,012,526 · similar: $2,250,000–$16,950,000
96
similar: 5–32
$25,000
similar: $15,000–$100,000
2016–2016
EDGAR ↗TH Texas Healthcare Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$45,751,631
offering $45,751,631 · similar: $2,250,000–$16,950,000
126
similar: 5–32
$25,000
similar: $15,000–$100,000
2016–2016
EDGAR ↗MM Milwaukee MSA Multifamily Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$30,662,168
offering $30,662,168 · similar: $2,250,000–$16,950,000
96
similar: 5–32
$25,000
similar: $15,000–$100,000
2016–2017
EDGAR ↗IC InPoint Commercial Real Estate Income, Inc.shared people, same business addressOAK BROOK, ILREITS and Finance3$141,118,691
offering $500,000,000 · similar: $125,000–$125,000
1536
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2016–2018
EDGAR ↗BM Brighton Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressOAK BROOK, ILOther Real Estate19$23,667,072
offering $24,099,126 · similar: $2,250,000–$16,950,000
78
similar: 5–32
$25,000
similar: $15,000–$100,000
2016–2017
EDGAR ↗IR Inland Retail Property Fund, LPshared people, same business addressOAK BROOK, ILPooled Investment Fund5$202,000,000
offering Indefinite · similar: $155,000–$5,250,000
12
similar: 4–27
$5,000,000
similar: $1,000–$100,000
2017–2020
EDGAR ↗DM Dallas Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate17$22,518,449
offering $22,631,637 · similar: $2,250,000–$16,950,000
83
similar: 5–32
$25,000
similar: $15,000–$100,000
2017–2017
EDGAR ↗HP Healthcare Portfolio II DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate14$54,858,510
offering $54,858,510 · similar: $2,250,000–$16,950,000
147
similar: 5–32
$25,000
similar: $15,000–$100,000
2017–2017
EDGAR ↗RM Riverdale Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressOAK BROOK, ILOther Real Estate12$32,937,608
offering $32,937,608 · similar: $2,250,000–$16,950,000
125
similar: 5–32
$25,000
similar: $15,000–$100,000
2017–2017
EDGAR ↗DM Denver MSA Multifamily II DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate9$52,613,765
offering $53,962,913 · similar: $2,250,000–$16,950,000
130
similar: 5–32
$25,000
similar: $15,000–$100,000
2017–2017
EDGAR ↗NM National Multifamily Portfolio II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate11$63,028,537
offering $63,028,537 · similar: $2,250,000–$16,950,000
144
similar: 5–32
$25,000
similar: $15,000–$100,000
2017–2018
EDGAR ↗HP Healthcare Portfolio III DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate7$22,850,179
offering $29,121,480 · similar: $2,250,000–$16,950,000
70
similar: 5–32
$25,000
similar: $15,000–$100,000
2017–2017
EDGAR ↗CM Colorado Multifamily Portfolio III DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate14$91,622,899
offering $91,625,622 · similar: $2,250,000–$16,950,000
189
similar: 5–32
$25,000
similar: $15,000–$100,000
2017–2018
EDGAR ↗CS Colorado Springs Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate12$28,974,578
offering $28,974,578 · similar: $2,250,000–$16,950,000
114
similar: 5–32
$25,000
similar: $15,000–$100,000
2017–2018
EDGAR ↗I IRPF LLCshared people, same business addressOAK BROOK, ILREITS and Finance1$62,500
offering $62,500 · similar: $125,000–$125,000
125
similar: 124–125
$500
similar: $1,000–$1,000
2017–2017
EDGAR ↗NM National Multifamily Portfolio III DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate23$100,617,339
offering $100,617,339 · similar: $2,250,000–$16,950,000
252
similar: 5–32
$25,000
similar: $15,000–$100,000
2017–2018
EDGAR ↗HP Healthcare Portfolio IV DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate4$33,351,732
offering $39,990,338 · similar: $2,250,000–$16,950,000
79
similar: 5–32
$25,000
similar: $15,000–$100,000
2018–2018
EDGAR ↗CM Colorado Multifamily Portfolio IV DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate19$115,374,057
offering $115,374,057 · similar: $2,250,000–$16,950,000
334
similar: 5–32
$25,000
similar: $15,000–$100,000
2018–2018
EDGAR ↗FM Florida Multifamily Portfolio DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate13$36,438,160
offering $36,472,643 · similar: $2,250,000–$16,950,000
113
similar: 5–32
$25,000
similar: $15,000–$100,000
2018–2018
EDGAR ↗FM Florida Multifamily Portfolio II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate23$97,975,419
offering $98,479,389 · similar: $2,250,000–$16,950,000
232
similar: 5–32
$25,000
similar: $15,000–$100,000
2018–2019
EDGAR ↗HH Healthcare Hospitality DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$23,637,951
offering $26,946,196 · similar: $2,250,000–$16,950,000
61
similar: 5–32
$25,000
similar: $15,000–$100,000
2018–2018
EDGAR ↗AS Amarillo Self-Storage Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate3$5,142,795
offering $5,486,879 · similar: $2,250,000–$16,950,000
19
similar: 5–32
$25,000
similar: $15,000–$100,000
2018–2019
EDGAR ↗HP Healthcare Portfolio V DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate4$58,156,169
offering $59,879,155 · similar: $2,250,000–$16,950,000
131
similar: 5–32
$25,000
similar: $15,000–$100,000
2018–2018
EDGAR ↗NM National Multifamily Portfolio IV DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate24$135,900,999
offering $138,158,359 · similar: $2,250,000–$16,950,000
240
similar: 5–32
$25,000
similar: $15,000–$100,000
2018–2019
EDGAR ↗HP Healthcare Portfolio VI DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate6$51,265,783
offering $53,713,732 · similar: $2,250,000–$16,950,000
148
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗FM Fort Myers Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesOAK BROOK, ILOther Real Estate19$23,273,346
offering $23,971,364 · similar: $2,250,000–$16,950,000
106
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗SS Self-Storage Portfolio VI, DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate15$26,663,786
offering $26,663,786 · similar: $2,250,000–$16,950,000
81
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗SB Sun Belt Multifamily Portfolio DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate15$89,946,980
offering $89,946,980 · similar: $2,250,000–$16,950,000
197
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗HP Healthcare Portfolio VII DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$54,398,296
offering $55,172,296 · similar: $2,250,000–$16,950,000
159
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗SS Self-Storage Portfolio VII DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate6$41,854,517
offering $66,230,446 · similar: $2,250,000–$16,950,000
139
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗DH Denver Hospitality Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate3$26,306,388
offering $28,440,106 · similar: $2,250,000–$16,950,000
93
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗MV MH Ventures 2019-1, LLCshared people, same business addressOAK BROOK, ILOther Real Estate10$16,448,250
offering $24,770,000 · similar: $2,250,000–$16,950,000
161
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2019–2020
EDGAR ↗SB Sun Belt Multifamily Portfolio II DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate21$67,591,872
offering $67,591,872 · similar: $2,250,000–$16,950,000
190
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗CT Custom Tennessee Storage, L.L.C.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$9,488,307
offering $9,488,307 · similar: $2,250,000–$16,950,000
1
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2019–2019
EDGAR ↗SP Saint Paul Opportunity Zone, L.L.C.shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate5$16,994,944
offering $30,726,806 · similar: $2,250,000–$16,950,000
53
similar: 5–32
$50,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗SS Self-Storage Portfolio VIII DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate7$73,230,712
offering $97,179,813 · similar: $2,250,000–$16,950,000
178
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗DM DC MSA Multifamily DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate21$39,278,556
offering $39,280,105 · similar: $2,250,000–$16,950,000
139
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗CF Custom Florida Medical L.L.C.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate1$8,631,983
offering $8,631,983 · similar: $2,250,000–$16,950,000
1
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2019–2019
EDGAR ↗SS Self-Storage Portfolio IX DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate6$17,819,110
offering $17,857,732 · similar: $2,250,000–$16,950,000
51
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗HH Healthcare Hospitality II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$17,721,678
offering $18,114,363 · similar: $2,250,000–$16,950,000
63
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗NS NC Student Housing Portfolio DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate14$46,035,372
offering $46,217,570 · similar: $2,250,000–$16,950,000
133
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗DH Detroit Hospitality DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$18,248,664
offering $32,368,270 · similar: $2,250,000–$16,950,000
75
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗DM Daytona Multifamily Opportunity Zone, L.L.C.shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate4$16,774,197
offering $16,820,000 · similar: $2,250,000–$16,950,000
64
similar: 5–32
$50,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗PM Phoenix MSA Multifamily DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate9$30,396,157
offering $30,396,157 · similar: $2,250,000–$16,950,000
56
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗PS Phoenix Senior Living DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate22$52,239,566
offering $53,544,255 · similar: $2,250,000–$16,950,000
157
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗MS Midwest Senior Living Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate28$80,907,298
offering $80,925,660 · similar: $2,250,000–$16,950,000
197
similar: 5–32
$25,000
similar: $15,000–$100,000
2019–2020
EDGAR ↗CS Colorado Springs Opportunity Zone, L.L.C.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate49$25,820,000
offering $25,820,000 · similar: $2,250,000–$16,950,000
111
similar: 5–32
$50,000
similar: $15,000–$100,000
2020–2022
EDGAR ↗FS Fayetteville Student Housing DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate4$28,316,356
offering $35,578,407 · similar: $2,250,000–$16,950,000
75
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2020
EDGAR ↗DN Downtown Nashville Hospitality DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate6$65,143,889
offering $80,953,386 · similar: $2,250,000–$16,950,000
142
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2020
EDGAR ↗SS Self-Storage Portfolio X DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate5$27,823,603
offering $49,521,477 · similar: $2,250,000–$16,950,000
79
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2020
EDGAR ↗SB Sun Belt Multifamily Portfolio III DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate19$80,895,627
offering $80,895,627 · similar: $2,250,000–$16,950,000
133
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗PM Phoenix MSA Multifamily Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate1$22,319,637
offering $25,158,710 · similar: $2,250,000–$16,950,000
1
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2020
EDGAR ↗ZC Zero Coupon AZ Fulfillment DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate4$23,573,271
offering $35,306,051 · similar: $2,250,000–$16,950,000
174
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗SS Self-Storage Portfolio XI DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate1$2,000,000
offering $9,997,926 · similar: $2,250,000–$16,950,000
1
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2020
EDGAR ↗SM Southeast Multifamily Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate15$88,388,065
offering $88,388,065 · similar: $2,250,000–$16,950,000
175
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗SS Self-Storage Qualified Opportunity Fund, L.L.C.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$99,958,924
offering $100,000,000 · similar: $2,250,000–$16,950,000
411
similar: 5–32
$100,000
similar: $15,000–$100,000
2020–2022
EDGAR ↗MV MH Ventures Fund II, Inc.shared people, same business addressOAK BROOK, ILREITS and Finance17$159,996,476
offering $160,000,000 · similar: $125,000–$125,000
1369
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2020–2022
EDGAR ↗LM Last Mile Distribution DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$64,319,739
offering $64,319,739 · similar: $2,250,000–$16,950,000
134
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗DR Diversified Residential Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate21$221,999,204
offering $221,999,204 · similar: $2,250,000–$16,950,000
433
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗SS Self-Storage Portfolio XII DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$30,749,870
offering $30,958,907 · similar: $2,250,000–$16,950,000
80
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗HM Huntsville Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate11$29,443,851
offering $29,443,851 · similar: $2,250,000–$16,950,000
99
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗WM Wauwatosa Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate13$23,026,079
offering $23,026,079 · similar: $2,250,000–$16,950,000
75
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗NL Net Lease Grocery Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate1$4,737,128
offering $159,989,003 · similar: $2,250,000–$16,950,000
7
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗TM Tampa Multifamily II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate8$46,757,747
offering $46,757,747 · similar: $2,250,000–$16,950,000
156
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗PS Phoenix SFR DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate15$31,807,912
offering $31,807,912 · similar: $2,250,000–$16,950,000
102
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗ZC Zero Coupon OH Fulfillment DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate4$41,914,150
offering $41,914,150 · similar: $2,250,000–$16,950,000
289
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗IS IPC Self-Storage Redevelopment, L.L.C.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$5,990,000
offering $5,990,000 · similar: $2,250,000–$16,950,000
79
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗NM Northeast Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate19$67,623,066
offering $67,623,066 · similar: $2,250,000–$16,950,000
187
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗SS Self-Storage Portfolio XIII DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$68,366,903
offering $68,366,903 · similar: $2,250,000–$16,950,000
155
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗SB Sun Belt SFR Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate13$137,048,031
offering $137,048,031 · similar: $2,250,000–$16,950,000
226
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗CN Convenience Net Lease Portfolio II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$16,308,084
offering $16,948,336 · similar: $2,250,000–$16,950,000
45
similar: 5–32
$100,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗PM Princeton Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate16$52,262,073
offering $52,262,073 · similar: $2,250,000–$16,950,000
119
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗AS Athens Student Housing DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate9$20,275,196
offering $20,275,196 · similar: $2,250,000–$16,950,000
55
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗NM Naperville Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate14$66,077,191
offering $66,077,191 · similar: $2,250,000–$16,950,000
129
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗VC VA Coastal Logistics DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$178,000,547
offering $178,000,547 · similar: $2,250,000–$16,950,000
408
similar: 5–32
$100,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗GR Grand Rapids Multifamily DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate3$17,281,397
offering $17,281,397 · similar: $2,250,000–$16,950,000
59
similar: 5–32
$100,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗FM Florida Multifamily Portfolio III DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate10$119,790,465
offering $119,790,465 · similar: $2,250,000–$16,950,000
282
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗SS Self-Storage Qualified Opportunity Fund II, L.L.C.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$102,952,638
offering $102,952,638 · similar: $2,250,000–$16,950,000
344
similar: 5–32
$100,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗SS Self-Storage Portfolio XIV DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$32,050,959
offering $32,050,959 · similar: $2,250,000–$16,950,000
79
similar: 5–32
$100,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗NJ New Jersey Multifamily Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate9$78,441,781
offering $78,442,033 · similar: $2,250,000–$16,950,000
194
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗SS Self-Storage Portfolio XVI DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate4$154,820,713
offering $154,820,713 · similar: $2,250,000–$16,950,000
312
similar: 5–32
$250,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗SS Self-Storage Portfolio XV DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOak Brook, ILOther Real Estate3$120,065,295
offering $120,065,295 · similar: $2,250,000–$16,950,000
261
similar: 5–32
$250,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗DR Diversified Residential Portfolio II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate10$140,293,786
offering $140,293,786 · similar: $2,250,000–$16,950,000
226
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗EN Essential Net Lease Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$84,304,050
offering $84,304,050 · similar: $2,250,000–$16,950,000
168
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗RM Rochester MN Senior Living DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate13$79,741,563
offering $79,741,563 · similar: $2,250,000–$16,950,000
161
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗HS Huntsville SFR DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate11$49,971,932
offering $49,986,820 · similar: $2,250,000–$16,950,000
121
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗ZC Zero Coupon MI Office DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$22,080,562
offering $22,080,562 · similar: $2,250,000–$16,950,000
136
similar: 5–32
$100,000
similar: $15,000–$100,000
2022–2023
EDGAR ↗SS Self-Storage Portfolio XVII DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$19,562,446
offering $19,562,446 · similar: $2,250,000–$16,950,000
65
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗SH Student Housing Qualified Opportunity Fund, L.L.C.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$86,187,425
offering $375,000,000 · similar: $2,250,000–$16,950,000
278
similar: 5–32
$100,000
similar: $15,000–$100,000
2022–2023
EDGAR ↗II IPC Industrial Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate4$275,859,119
offering $275,859,119 · similar: $2,250,000–$16,950,000
546
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2024
EDGAR ↗KC Kansas City MSA Senior Living DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate6$30,017,914
offering $30,017,914 · similar: $2,250,000–$16,950,000
54
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗DR Diversified Residential Portfolio III DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate37$209,327,056
offering $209,327,056 · similar: $2,250,000–$16,950,000
387
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2024
EDGAR ↗ZC Zero Coupon UT Office DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILCommercial3$11,012,303
offering $11,012,303 · similar: $1,815,000–$10,000,000
60
similar: 7–33
$25,000
similar: $20,000–$50,000
2022–2023
EDGAR ↗IS IPC Student Housing Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate5$163,950,253
offering $163,950,253 · similar: $2,250,000–$16,950,000
391
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2024
EDGAR ↗SS Self-Storage Portfolio XVIII DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$28,529,651
offering $28,529,651 · similar: $2,250,000–$16,950,000
51
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗LR Lakewood Ranch SFR II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate20$62,589,462
offering $62,589,462 · similar: $2,250,000–$16,950,000
164
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2023
EDGAR ↗CH Chicago Healthcare MOB DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate4$18,589,754
offering $18,589,754 · similar: $2,250,000–$16,950,000
47
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2024
EDGAR ↗SS Self-Storage Portfolio XIX DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$77,780,620
offering $77,780,620 · similar: $2,250,000–$16,950,000
185
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2023
EDGAR ↗IS IPC Self-Storage Redevelopment Fund, L.L.C.shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$47,086,361
offering $47,086,361 · similar: $2,250,000–$16,950,000
287
similar: 5–32
$100,000
similar: $15,000–$100,000
2022–2025
EDGAR ↗ZC Zero Coupon Essential Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate4$35,914,017
offering $35,914,017 · similar: $2,250,000–$16,950,000
199
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2025
EDGAR ↗ZC Zero Coupon Essential Portfolio II DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$3,670,402
offering $3,670,402 · similar: $2,250,000–$16,950,000
36
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2023–2026
EDGAR ↗IN IPC Nashville Hospitality DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$15,600,052
offering $15,600,052 · similar: $2,250,000–$16,950,000
35
similar: 5–32
$25,000
similar: $15,000–$100,000
2023–2023
EDGAR ↗IM IVP Milwaukee Multifamily, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$26,404,626
offering $27,870,000 · similar: $2,250,000–$16,950,000
243
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2023–2024
EDGAR ↗SS Self-Storage Portfolio XX DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$26,819,736
offering $26,819,736 · similar: $2,250,000–$16,950,000
67
similar: 5–32
$25,000
similar: $15,000–$100,000
2023–2023
EDGAR ↗AS Algonquin Senior Living DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate12$46,208,179
offering $46,208,179 · similar: $2,250,000–$16,950,000
115
similar: 5–32
$25,000
similar: $15,000–$100,000
2023–2024
EDGAR ↗ZC Zero Coupon Ann Arbor Lab DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILCommercial3$12,179,817
offering $18,483,693 · similar: $1,815,000–$10,000,000
101
similar: 7–33
$100,000
similar: $20,000–$50,000
2023–2024
EDGAR ↗IM IVP MHC Fund III, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILREITS and Finance6$21,717,827
offering $180,000,000 · similar: $125,000–$125,000
198
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2023–2025
EDGAR ↗FM Fort Myers BTR DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate17$54,462,042
offering $54,462,042 · similar: $2,250,000–$16,950,000
148
similar: 5–32
$25,000
similar: $15,000–$100,000
2023–2024
EDGAR ↗MM Minneapolis MSA Senior Living Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate13$76,762,629
offering $76,762,629 · similar: $2,250,000–$16,950,000
161
similar: 5–32
$25,000
similar: $15,000–$100,000
2023–2024
EDGAR ↗IR Irish Row Student Housing DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILResidential3$28,252,537
offering $28,252,537 · similar: $1,675,000–$12,980,153
70
similar: 5–37
$25,000
similar: $25,000–$86,942
2023–2024
EDGAR ↗GB Glendale BTR DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate10$72,121,822
offering $72,121,822 · similar: $2,250,000–$16,950,000
167
similar: 5–32
$25,000
similar: $15,000–$100,000
2024–2024
EDGAR ↗IA IPC Alternative Real Estate Operating Partnership, LPshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILREITS and Finance1$2,403,585
offering $25,556,905 · similar: $125,000–$125,000
2
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2024–2024
EDGAR ↗ES Epoch Student Housing DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate3$77,167,152
offering $77,167,152 · similar: $2,250,000–$16,950,000
175
similar: 5–32
$25,000
similar: $15,000–$100,000
2024–2025
EDGAR ↗SS Self-Storage Portfolio XXI DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$37,669,980
offering $37,669,980 · similar: $2,250,000–$16,950,000
78
similar: 5–32
$25,000
similar: $15,000–$100,000
2024–2025
EDGAR ↗AS ALT Student Housing DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate3$77,202,071
offering $77,202,071 · similar: $2,250,000–$16,950,000
143
similar: 5–32
$250,000
similar: $15,000–$100,000
2024–2026
EDGAR ↗KS Knoxville Student Housing DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$49,918,094
offering $49,918,094 · similar: $2,250,000–$16,950,000
143
similar: 5–32
$25,000
similar: $15,000–$100,000
2024–2025
EDGAR ↗ID IPC Detroit Hospitality DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$15,670,319
offering $15,670,319 · similar: $2,250,000–$16,950,000
36
similar: 5–32
$25,000
similar: $15,000–$100,000
2024–2025
EDGAR ↗MM Minneapolis MSA Senior Living Portfolio II DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILResidential3$56,029,735
offering $56,029,735 · similar: $1,675,000–$12,980,153
133
similar: 5–37
$25,000
similar: $25,000–$86,942
2024–2025
EDGAR ↗CS Columbia SC Student Housing DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILResidential2$128,749,552
offering $128,749,552 · similar: $1,675,000–$12,980,153
281
similar: 5–37
$25,000
similar: $25,000–$86,942
2024–2025
EDGAR ↗NS National Senior Living Portfolio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILResidential3$149,015,215
offering $149,015,215 · similar: $1,675,000–$12,980,153
252
similar: 5–37
$25,000
similar: $25,000–$86,942
2024–2025
EDGAR ↗WM Wheaton Multifamily DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate17$120,518,506
offering $120,518,506 · similar: $2,250,000–$16,950,000
264
similar: 5–32
$25,000
similar: $15,000–$100,000
2024–2026
EDGAR ↗UM Union Multifamily DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate17$83,672,415
offering $83,672,415 · similar: $2,250,000–$16,950,000
180
similar: 5–32
$25,000
similar: $15,000–$100,000
2025–2026
EDGAR ↗OC Office Conversion Opportunity Zone, L.L.C.shared management entity, same business address, similar issuer namesOAK BROOK, ILResidential1$106,500
offering $28,269,482 · similar: $1,675,000–$12,980,153
1
similar: 5–37
$50,000
similar: $25,000–$86,942
2025–2025
EDGAR ↗IA Inland ALT Senior Living DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate2$77,266,799
offering $77,266,799 · similar: $2,250,000–$16,950,000
114
similar: 5–32
$250,000
similar: $15,000–$100,000
2025–2026
EDGAR ↗IJ Inland Jersey City Multifamily DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate8$71,744,372
offering $71,744,372 · similar: $2,250,000–$16,950,000
147
similar: 5–32
$25,000
similar: $15,000–$100,000
2025–2026
EDGAR ↗IO Inland Oklahoma Student Housing DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate10$77,577,344
offering $83,854,192 · similar: $2,250,000–$16,950,000
128
similar: 5–32
$25,000
similar: $15,000–$100,000
2025–2026
EDGAR ↗IN Inland NJ Senior Living DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate2$77,255,073
offering $77,255,073 · similar: $2,250,000–$16,950,000
137
similar: 5–32
$25,000
similar: $15,000–$100,000
2025–2026
EDGAR ↗IZ Inland Zero Coupon Utility DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate1$0
offering $39,361,999 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$100,000
similar: $15,000–$100,000
2025–2025
EDGAR ↗IA IPC Alternative Real Estate Income Trust, Inc.shared people, same business address, similar issuer namesOAK BROOK, ILREITS and Finance1$100,000
offering Indefinite · similar: $2,500,000–$75,000,000
1
similar: 4–63
No minimum reported
similar: $15,000–$100,000
2025–2025
EDGAR ↗IS Inland Self-Storage Portfolio XXII DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate1$1,188,807
offering $115,869,677 · similar: $2,250,000–$16,950,000
2
similar: 5–32
$100,000
similar: $15,000–$100,000
2026–2026
EDGAR ↗IA Inland ALT Senior Living II DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesOAK BROOK, ILOther Real Estate1$0
offering $70,771,625 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$250,000
similar: $15,000–$100,000
2026–2026
EDGAR ↗IL Inland Long Island Residential DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate14$57,419,416
offering $107,581,888 · similar: $2,250,000–$16,950,000
136
similar: 5–32
$25,000
similar: $15,000–$100,000
2026–2026
EDGAR ↗IS Inland Student Housing Portfolio DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate1$466,698
offering $170,770,544 · similar: $2,250,000–$16,950,000
1
similar: 5–32
$25,000
similar: $15,000–$100,000
2026–2026
EDGAR ↗IM Inland Mokena Senior Living DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate1$1,061,854
offering $86,840,527 · similar: $2,250,000–$16,950,000
3
similar: 5–32
$25,000
similar: $15,000–$100,000
2026–2026
EDGAR ↗IM Inland MN Medical Apartment Development, L.L.C.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressOAK BROOK, ILOther Real Estate1$0
offering $57,797,210 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$50,000
similar: $15,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (6 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 21, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$57,419,416
EDGAR ↗Oct 20, 2026Inland NJ Senior Living DSTD/AOther Real Estate$77,255,073$77,255,073
EDGAR ↗Oct 6, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$54,350,955
EDGAR ↗Sep 17, 2026Inland MN Medical Apartment Development, L.L.C.DOther Real Estate$57,797,210$0
EDGAR ↗Sep 2, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$46,593,740
EDGAR ↗Aug 21, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$44,599,678
EDGAR ↗Jul 29, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$32,903,980
EDGAR ↗Jul 8, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$27,917,873
EDGAR ↗Jun 17, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$22,154,888
EDGAR ↗Jun 4, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$18,620,273
EDGAR ↗May 21, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$17,992,773
EDGAR ↗May 12, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$16,609,596
EDGAR ↗Apr 30, 2026Zero Coupon Essential Portfolio II DSTD/AOther Real Estate$3,670,402$3,670,402
EDGAR ↗Apr 15, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$13,334,602
EDGAR ↗Apr 8, 2026Inland Mokena Senior Living DSTDOther Real Estate$86,840,527$1,061,854
EDGAR ↗Apr 1, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$10,623,955
EDGAR ↗Mar 20, 2026Inland Long Island Residential DSTD/AOther Real Estate$107,581,888$1,597,661
EDGAR ↗Mar 20, 2026Inland Jersey City Multifamily DSTD/AOther Real Estate$71,744,372$71,744,372
EDGAR ↗Mar 20, 2026Union Multifamily DSTD/AOther Real Estate$83,672,415$83,672,415
EDGAR ↗Mar 13, 2026Inland ALT Senior Living DSTD/AOther Real Estate$77,266,799$77,266,799
EDGAR ↗Mar 9, 2026Inland Student Housing Portfolio DSTDOther Real Estate$170,770,544$466,698
EDGAR ↗Mar 9, 2026Inland Long Island Residential DSTDOther Real Estate$107,581,888$1,312,500
EDGAR ↗Mar 9, 2026Inland Oklahoma Student Housing DSTD/AOther Real Estate$83,854,192$77,577,344
EDGAR ↗Mar 9, 2026Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$120,518,506
EDGAR ↗Mar 9, 2026Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$120,518,506
EDGAR ↗Feb 23, 2026Inland ALT Senior Living II DSTDOther Real Estate$70,771,625$0
EDGAR ↗Feb 5, 2026Inland Self-Storage Portfolio XXII DSTDOther Real Estate$115,869,677$1,188,807
EDGAR ↗Feb 5, 2026ALT Student Housing DSTD/AOther Real Estate$77,202,071$77,202,071
EDGAR ↗Jan 14, 2026Inland Oklahoma Student Housing DSTD/AOther Real Estate$83,854,192$67,635,629
EDGAR ↗Jan 14, 2026Union Multifamily DSTD/AOther Real Estate$83,672,415$83,572,415
EDGAR ↗Dec 31, 2025Inland Oklahoma Student Housing DSTD/AOther Real Estate$83,854,192$59,359,709
EDGAR ↗Dec 31, 2025IPC Alternative Real Estate Income Trust, Inc.DREITS and FinanceIndefinite$100,000
EDGAR ↗Dec 22, 2025Inland Oklahoma Student Housing DSTD/AOther Real Estate$83,854,192$55,739,261
EDGAR ↗Dec 22, 2025Inland Jersey City Multifamily DSTD/AOther Real Estate$71,744,372$65,624,137
EDGAR ↗Dec 10, 2025Inland Oklahoma Student Housing DSTD/AOther Real Estate$83,854,192$42,317,048
EDGAR ↗Dec 10, 2025Inland Jersey City Multifamily DSTD/AOther Real Estate$71,744,372$55,379,346
EDGAR ↗Nov 25, 2025Inland Oklahoma Student Housing DSTD/AOther Real Estate$83,854,192$23,986,863
EDGAR ↗Nov 25, 2025Inland Jersey City Multifamily DSTD/AOther Real Estate$71,744,372$35,450,930
EDGAR ↗Nov 14, 2025Inland Oklahoma Student Housing DSTD/AOther Real Estate$83,854,192$19,692,349
EDGAR ↗Nov 14, 2025Inland Jersey City Multifamily DSTD/AOther Real Estate$71,744,372$23,770,182
EDGAR ↗Nov 14, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$76,887,068
EDGAR ↗Nov 3, 2025Inland Zero Coupon Utility DSTDOther Real Estate$39,361,999$0
EDGAR ↗Nov 3, 2025IPC Detroit Hospitality DSTD/AOther Real Estate$15,670,319$15,670,319
EDGAR ↗Oct 31, 2025Inland Oklahoma Student Housing DSTD/AOther Real Estate$83,854,192$14,750,828
EDGAR ↗Oct 31, 2025Inland Jersey City Multifamily DSTD/AOther Real Estate$71,744,372$15,180,683
EDGAR ↗Oct 31, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$73,600,085
EDGAR ↗Oct 21, 2025Inland NJ Senior Living DSTDOther Real Estate$77,255,073$265,625
EDGAR ↗Oct 17, 2025Inland Oklahoma Student Housing DSTD/AOther Real Estate$83,854,192$4,335,599
EDGAR ↗Oct 17, 2025Inland Jersey City Multifamily DSTD/AOther Real Estate$71,744,372$8,739,953
EDGAR ↗Oct 3, 2025Inland Oklahoma Student Housing DSTDOther Real Estate$83,854,192$1,901,647
EDGAR ↗Oct 3, 2025Inland Jersey City Multifamily DSTDOther Real Estate$71,744,372$8,260,510
EDGAR ↗Oct 3, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$60,130,615
EDGAR ↗Oct 2, 2025National Senior Living Portfolio DSTD/AResidential$149,015,215$149,015,215
EDGAR ↗Sep 19, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$56,449,678
EDGAR ↗Sep 19, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$110,087,540
EDGAR ↗Aug 29, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$50,459,458
EDGAR ↗Aug 29, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$99,399,223
EDGAR ↗Aug 19, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$41,633,494
EDGAR ↗Aug 13, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$75,236,107
EDGAR ↗Aug 4, 2025Columbia SC Student Housing DSTD/AResidential$128,749,552$128,749,552
EDGAR ↗Jul 30, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$28,851,801
EDGAR ↗Jul 24, 2025Inland ALT Senior Living DSTDOther Real Estate$77,266,799$2,587,869
EDGAR ↗Jul 16, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$22,841,351
EDGAR ↗Jul 16, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$64,372,907
EDGAR ↗Jul 16, 2025Minneapolis MSA Senior Living Portfolio II DSTD/AResidential$56,029,735$56,029,735
EDGAR ↗Jul 2, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$19,099,184
EDGAR ↗Jul 2, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$58,810,522
EDGAR ↗Jun 18, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$16,041,702
EDGAR ↗Jun 18, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$50,901,099
EDGAR ↗Jun 13, 2025National Senior Living Portfolio DSTD/AResidential$149,015,215$119,781,840
EDGAR ↗Jun 11, 2025Minneapolis MSA Senior Living Portfolio II DSTD/AResidential$56,029,735$55,803,095
EDGAR ↗Jun 11, 2025ALT Student Housing DSTD/AOther Real Estate$77,202,071$51,852,907
EDGAR ↗Jun 4, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$12,706,320
EDGAR ↗Jun 4, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$45,530,854
EDGAR ↗May 1, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$6,812,939
EDGAR ↗May 1, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$36,620,377
EDGAR ↗Apr 29, 2025IVP MHC Fund III, LLCD/AREITS and Finance$180,000,000$21,717,827
EDGAR ↗Apr 21, 2025Zero Coupon Essential Portfolio DSTD/AOther Real Estate$35,914,017$35,914,017
EDGAR ↗Apr 18, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$2,409,015
EDGAR ↗Apr 18, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$31,833,837
EDGAR ↗Apr 11, 2025Knoxville Student Housing DSTD/AOther Real Estate$49,918,094$49,918,094
EDGAR ↗Apr 11, 2025Epoch Student Housing DSTD/AOther Real Estate$77,167,152$77,167,152
EDGAR ↗Apr 4, 2025Office Conversion Opportunity Zone, L.L.C.DResidential$28,269,482$106,500
EDGAR ↗Apr 2, 2025Union Multifamily DSTD/AOther Real Estate$83,672,415$1,126,946
EDGAR ↗Apr 2, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$27,987,384
EDGAR ↗Mar 21, 2025Union Multifamily DSTDOther Real Estate$83,672,415$33,414
EDGAR ↗Feb 28, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$20,958,316
EDGAR ↗Feb 14, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$16,829,778
EDGAR ↗Jan 31, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$14,149,213
EDGAR ↗Jan 15, 2025Wheaton Multifamily DSTD/AOther Real Estate$120,518,506$6,466,366
EDGAR ↗Jan 3, 2025Self-Storage Portfolio XXI DSTD/AOther Real Estate$37,669,980$37,669,980
EDGAR ↗Jan 3, 2025IPC Self-Storage Redevelopment Fund, L.L.C.D/AOther Real Estate$47,086,361$47,086,361
EDGAR ↗Dec 27, 2024Wheaton Multifamily DSTDOther Real Estate$120,518,506$2,250,000
EDGAR ↗Dec 20, 2024IVP MHC Fund III, LLCD/AREITS and Finance$180,000,000$14,968,500
EDGAR ↗Dec 6, 2024National Senior Living Portfolio DSTDResidential$149,015,215$201,400
EDGAR ↗Nov 6, 2024Columbia SC Student Housing DSTDResidential$128,749,552$0
EDGAR ↗Oct 24, 2024Epoch Student Housing DSTD/AOther Real Estate$77,167,152$76,896,889
EDGAR ↗Oct 8, 2024Minneapolis MSA Senior Living Portfolio II DSTDResidential$56,029,735$2,601,833
EDGAR ↗Sep 11, 2024IPC Detroit Hospitality DSTDOther Real Estate$15,670,319$748,090
EDGAR ↗Aug 29, 2024Knoxville Student Housing DSTDOther Real Estate$49,918,094$16,089,040
EDGAR ↗Aug 29, 2024Glendale BTR DSTD/AOther Real Estate$72,121,822$72,121,822
EDGAR ↗Aug 29, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$54,462,042
EDGAR ↗Aug 23, 2024IVP MHC Fund III, LLCD/AREITS and Finance$180,000,000$10,634,900
EDGAR ↗Jul 31, 2024Zero Coupon Essential Portfolio DSTD/AOther Real Estate$35,914,017$32,744,960
EDGAR ↗Jul 26, 2024ALT Student Housing DSTDOther Real Estate$77,202,071$0
EDGAR ↗Jul 17, 2024Glendale BTR DSTD/AOther Real Estate$72,121,822$58,677,379
EDGAR ↗Jul 17, 2024Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$76,762,629
EDGAR ↗Jun 26, 2024Glendale BTR DSTD/AOther Real Estate$72,121,822$47,116,357
EDGAR ↗Jun 21, 2024IPC Industrial Portfolio DSTD/AOther Real Estate$275,859,119$275,859,119
EDGAR ↗Jun 14, 2024Self-Storage Portfolio XXI DSTDOther Real Estate$37,669,980$0
EDGAR ↗Jun 13, 2024Chicago Healthcare MOB DSTD/AOther Real Estate$18,589,754$18,589,754
EDGAR ↗Jun 12, 2024Glendale BTR DSTD/AOther Real Estate$72,121,822$32,749,496
EDGAR ↗Jun 12, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$53,930,492
EDGAR ↗May 28, 2024Glendale BTR DSTD/AOther Real Estate$72,121,822$27,433,136
EDGAR ↗May 24, 2024IVP MHC Fund III, LLCD/AREITS and Finance$180,000,000$8,145,000
EDGAR ↗May 23, 2024Zero Coupon Ann Arbor Lab DSTD/ACommercial$18,483,693$12,179,817
EDGAR ↗May 15, 2024Glendale BTR DSTD/AOther Real Estate$72,121,822$24,541,359
EDGAR ↗May 15, 2024Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$74,532,040
EDGAR ↗May 15, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$51,146,178
EDGAR ↗May 1, 2024Glendale BTR DSTD/AOther Real Estate$72,121,822$18,862,239
EDGAR ↗May 1, 2024Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$72,638,655
EDGAR ↗May 1, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$50,759,233
EDGAR ↗Apr 24, 2024Epoch Student Housing DSTDOther Real Estate$77,167,152$9,022,354
EDGAR ↗Apr 19, 2024IPC Alternative Real Estate Operating Partnership, LPDREITS and Finance$25,556,905$2,403,585
EDGAR ↗Apr 18, 2024Glendale BTR DSTD/AOther Real Estate$72,121,822$12,900,498
EDGAR ↗Apr 18, 2024Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$69,960,852
EDGAR ↗Apr 18, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$48,393,021
EDGAR ↗Apr 11, 2024Irish Row Student Housing DSTD/AResidential$28,252,537$28,252,537
EDGAR ↗Apr 5, 2024Glendale BTR DSTD/AOther Real Estate$72,121,822$8,970,103
EDGAR ↗Apr 5, 2024Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$64,810,112
EDGAR ↗Apr 5, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$46,991,790
EDGAR ↗Mar 22, 2024IVP MHC Fund III, LLCD/AREITS and Finance$180,000,000$5,955,000
EDGAR ↗Mar 15, 2024Glendale BTR DSTDOther Real Estate$72,121,822$4,066,671
EDGAR ↗Mar 15, 2024Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$56,357,175
EDGAR ↗Mar 15, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$40,324,800
EDGAR ↗Mar 8, 2024IVP Milwaukee Multifamily, LLCD/AOther Real Estate$27,870,000$26,404,626
EDGAR ↗Mar 1, 2024Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$40,682,091
EDGAR ↗Mar 1, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$36,730,503
EDGAR ↗Mar 1, 2024Algonquin Senior Living DSTD/AOther Real Estate$46,208,179$46,208,179
EDGAR ↗Feb 16, 2024Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$36,328,016
EDGAR ↗Feb 16, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$29,663,407
EDGAR ↗Feb 2, 2024Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$30,355,851
EDGAR ↗Feb 2, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$23,972,117
EDGAR ↗Feb 1, 2024Irish Row Student Housing DSTD/AResidential$28,252,537$23,232,832
EDGAR ↗Feb 1, 2024IPC Student Housing Portfolio DSTD/AOther Real Estate$163,950,253$163,950,253
EDGAR ↗Jan 19, 2024Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$23,562,206
EDGAR ↗Jan 19, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$19,778,444
EDGAR ↗Jan 19, 2024Algonquin Senior Living DSTD/AOther Real Estate$46,208,179$46,171,134
EDGAR ↗Jan 3, 2024Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$8,091,626
EDGAR ↗Jan 3, 2024Fort Myers BTR DSTD/AOther Real Estate$54,462,042$16,184,544
EDGAR ↗Jan 3, 2024Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$209,327,056
EDGAR ↗Dec 20, 2023Minneapolis MSA Senior Living Portfolio DSTD/AOther Real Estate$76,762,629$5,648,313
EDGAR ↗Dec 20, 2023Fort Myers BTR DSTD/AOther Real Estate$54,462,042$11,507,602
EDGAR ↗Dec 20, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$208,126,293
EDGAR ↗Dec 19, 2023Irish Row Student Housing DSTDResidential$28,252,537$0
EDGAR ↗Dec 19, 2023Zero Coupon Ann Arbor Lab DSTD/ACommercial$18,483,693$5,736,809
EDGAR ↗Dec 8, 2023Minneapolis MSA Senior Living Portfolio DSTDOther Real Estate$76,762,629$804,860
EDGAR ↗Dec 8, 2023Fort Myers BTR DSTD/AOther Real Estate$54,462,042$8,516,119
EDGAR ↗Dec 8, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$207,269,723
EDGAR ↗Nov 22, 2023Fort Myers BTR DSTD/AOther Real Estate$54,462,042$4,624,251
EDGAR ↗Nov 22, 2023Algonquin Senior Living DSTD/AOther Real Estate$46,208,179$46,146,134
EDGAR ↗Nov 22, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$204,807,964
EDGAR ↗Nov 9, 2023Fort Myers BTR DSTD/AOther Real Estate$54,462,042$3,313,705
EDGAR ↗Nov 9, 2023Algonquin Senior Living DSTD/AOther Real Estate$46,208,179$45,587,179
EDGAR ↗Nov 9, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$197,141,878
EDGAR ↗Nov 1, 2023Self-Storage Portfolio XX DSTD/AOther Real Estate$26,819,736$26,819,736
EDGAR ↗Oct 27, 2023Fort Myers BTR DSTDOther Real Estate$54,462,042$812,242
EDGAR ↗Oct 27, 2023Algonquin Senior Living DSTD/AOther Real Estate$46,208,179$44,505,589
EDGAR ↗Oct 27, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$191,136,565
EDGAR ↗Oct 12, 2023Algonquin Senior Living DSTD/AOther Real Estate$46,208,179$44,144,644
EDGAR ↗Oct 12, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$187,984,562
EDGAR ↗Oct 11, 2023IPC Student Housing Portfolio DSTD/AOther Real Estate$163,950,253$138,345,042
EDGAR ↗Oct 6, 2023Self-Storage Portfolio XIX DSTD/AOther Real Estate$77,780,620$77,780,620
EDGAR ↗Sep 28, 2023Algonquin Senior Living DSTD/AOther Real Estate$46,208,179$41,282,720
EDGAR ↗Sep 28, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$62,589,462
EDGAR ↗Sep 28, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$185,996,740
EDGAR ↗Sep 14, 2023IPC Industrial Portfolio DSTD/AOther Real Estate$275,859,119$221,290,796
EDGAR ↗Sep 8, 2023Algonquin Senior Living DSTD/AOther Real Estate$46,208,179$29,642,555
EDGAR ↗Sep 8, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$184,443,664
EDGAR ↗Aug 25, 2023Algonquin Senior Living DSTD/AOther Real Estate$46,208,179$17,329,396
EDGAR ↗Aug 25, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$62,203,744
EDGAR ↗Aug 25, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$184,121,339
EDGAR ↗Aug 15, 2023IVP MHC Fund III, LLCDREITS and Finance$180,000,000$0
EDGAR ↗Aug 11, 2023Algonquin Senior Living DSTD/AOther Real Estate$46,208,179$10,129,562
EDGAR ↗Aug 11, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$179,992,374
EDGAR ↗Jul 28, 2023Algonquin Senior Living DSTD/AOther Real Estate$46,208,179$3,933,128
EDGAR ↗Jul 28, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$176,552,018
EDGAR ↗Jul 26, 2023Zero Coupon Ann Arbor Lab DSTDCommercial$18,483,693$0
EDGAR ↗Jul 18, 2023Zero Coupon UT Office DSTD/ACommercial$11,012,303$11,012,303
EDGAR ↗Jul 14, 2023Algonquin Senior Living DSTDOther Real Estate$46,208,179$1,397,933
EDGAR ↗Jul 14, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$173,600,026
EDGAR ↗Jul 12, 2023Self-Storage Portfolio XX DSTD/AOther Real Estate$26,819,736$23,141,232
EDGAR ↗Jun 30, 2023Chicago Healthcare MOB DSTD/AOther Real Estate$18,589,754$15,649,167
EDGAR ↗Jun 29, 2023IPC Student Housing Portfolio DSTD/AOther Real Estate$163,950,253$80,186,072
EDGAR ↗Jun 9, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$62,185,620
EDGAR ↗Jun 9, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$169,927,432
EDGAR ↗May 24, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$60,434,061
EDGAR ↗May 24, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$167,008,011
EDGAR ↗May 23, 2023IPC Nashville Hospitality DSTD/AOther Real Estate$15,600,052$15,600,052
EDGAR ↗May 10, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$57,905,989
EDGAR ↗May 10, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$162,345,433
EDGAR ↗May 5, 2023IPC Self-Storage Redevelopment Fund, L.L.C.D/AOther Real Estate$100,000,000$10,212,525
EDGAR ↗May 5, 2023Zero Coupon MI Office DSTD/AOther Real Estate$22,080,562$22,080,562
EDGAR ↗Apr 27, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$57,550,496
EDGAR ↗Apr 27, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$159,679,091
EDGAR ↗Apr 12, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$54,996,661
EDGAR ↗Apr 6, 2023Self-Storage Portfolio XX DSTDOther Real Estate$26,819,736$0
EDGAR ↗Mar 30, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$49,199,233
EDGAR ↗Mar 30, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$158,895,792
EDGAR ↗Mar 24, 2023IVP Milwaukee Multifamily, LLCDOther Real Estate$27,870,000$0
EDGAR ↗Mar 17, 2023IPC Nashville Hospitality DSTDOther Real Estate$15,600,052$1,387,438
EDGAR ↗Mar 15, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$47,045,496
EDGAR ↗Mar 15, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$155,885,870
EDGAR ↗Mar 8, 2023Zero Coupon Essential Portfolio II DSTDOther Real Estate$3,670,402$0
EDGAR ↗Mar 8, 2023Student Housing Qualified Opportunity Fund, L.L.C.D/AOther Real Estate$375,000,000$86,187,425
EDGAR ↗Mar 1, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$45,307,824
EDGAR ↗Mar 1, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$153,695,309
EDGAR ↗Feb 15, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$41,043,424
EDGAR ↗Feb 15, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$149,541,007
EDGAR ↗Feb 1, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$37,367,250
EDGAR ↗Feb 1, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$143,683,734
EDGAR ↗Jan 31, 2023Zero Coupon Essential Portfolio DSTD/AOther Real Estate$35,914,017$6,361,260
EDGAR ↗Jan 18, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$30,346,861
EDGAR ↗Jan 18, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$139,138,753
EDGAR ↗Jan 4, 2023Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$25,583,640
EDGAR ↗Jan 4, 2023Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$135,837,272
EDGAR ↗Dec 30, 2022Self-Storage Portfolio XIX DSTD/AOther Real Estate$77,780,620$27,697,695
EDGAR ↗Dec 27, 2022Self-Storage Portfolio XVIII DSTD/AOther Real Estate$28,529,651$28,529,651
EDGAR ↗Dec 27, 2022Self-Storage Portfolio XVI DSTD/AOther Real Estate$154,820,713$154,820,713
EDGAR ↗Dec 21, 2022Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$20,440,295
EDGAR ↗Dec 21, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$130,662,599
EDGAR ↗Dec 20, 2022MH Ventures Fund II, Inc.D/AREITS and Finance$160,000,000$159,996,476
EDGAR ↗Dec 19, 2022Chicago Healthcare MOB DSTD/AOther Real Estate$18,589,754$2,197,527
EDGAR ↗Dec 15, 2022Self-Storage Portfolio XVIII DSTD/AOther Real Estate$28,636,834$28,529,651
EDGAR ↗Dec 14, 2022IPC Student Housing Portfolio DSTD/AOther Real Estate$163,950,253$35,278,200
EDGAR ↗Dec 14, 2022Zero Coupon MI Office DSTD/AOther Real Estate$22,080,562$22,067,212
EDGAR ↗Dec 12, 2022Zero Coupon UT Office DSTD/ACommercial$11,012,303$11,001,253
EDGAR ↗Dec 12, 2022Student Housing Qualified Opportunity Fund, L.L.C.D/AOther Real Estate$375,000,000$60,911,456
EDGAR ↗Dec 9, 2022IPC Industrial Portfolio DSTD/AOther Real Estate$275,859,119$146,285,632
EDGAR ↗Dec 7, 2022Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$15,971,723
EDGAR ↗Dec 7, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$126,342,826
EDGAR ↗Dec 6, 2022Zero Coupon Essential Portfolio DSTDOther Real Estate$35,914,017$906,033
EDGAR ↗Nov 28, 2022Self-Storage Portfolio XVI DSTD/AOther Real Estate$154,820,713$154,771,283
EDGAR ↗Nov 23, 2022IPC Self-Storage Redevelopment Fund, L.L.C.DOther Real Estate$100,000,000$0
EDGAR ↗Nov 23, 2022Self-Storage Portfolio XIX DSTDOther Real Estate$77,780,620$1,911,714
EDGAR ↗Nov 23, 2022Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$14,640,030
EDGAR ↗Nov 23, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$116,438,520
EDGAR ↗Nov 23, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$79,741,563
EDGAR ↗Nov 9, 2022Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$5,945,623
EDGAR ↗Nov 9, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$110,518,760
EDGAR ↗Oct 27, 2022Lakewood Ranch SFR II DSTD/AOther Real Estate$62,589,462$3,729,592
EDGAR ↗Oct 27, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$98,369,006
EDGAR ↗Oct 21, 2022Chicago Healthcare MOB DSTDOther Real Estate$18,589,754$0
EDGAR ↗Oct 21, 2022Self-Storage Portfolio XV DSTD/AOther Real Estate$120,065,295$120,065,295
EDGAR ↗Oct 21, 2022VA Coastal Logistics DSTD/AOther Real Estate$178,000,547$178,000,547
EDGAR ↗Oct 12, 2022Lakewood Ranch SFR II DSTDOther Real Estate$62,589,462$190,727
EDGAR ↗Oct 12, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$87,669,103
EDGAR ↗Oct 12, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$79,663,887
EDGAR ↗Sep 28, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$75,265,986
EDGAR ↗Sep 28, 2022Huntsville SFR DSTD/AOther Real Estate$49,986,820$49,971,932
EDGAR ↗Sep 28, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$79,578,887
EDGAR ↗Sep 15, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$58,082,172
EDGAR ↗Sep 15, 2022Huntsville SFR DSTD/AOther Real Estate$49,986,820$49,372,932
EDGAR ↗Sep 1, 2022MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$114,412,813
EDGAR ↗Aug 31, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$49,528,085
EDGAR ↗Aug 31, 2022Huntsville SFR DSTD/AOther Real Estate$49,986,820$48,898,739
EDGAR ↗Aug 31, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$79,070,127
EDGAR ↗Aug 30, 2022Self-Storage Portfolio XVIII DSTDOther Real Estate$28,636,834$0
EDGAR ↗Aug 17, 2022IPC Student Housing Portfolio DSTDOther Real Estate$163,950,253$0
EDGAR ↗Aug 17, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$32,252,222
EDGAR ↗Aug 17, 2022Kansas City MSA Senior Living DSTD/AOther Real Estate$30,017,914$30,017,914
EDGAR ↗Aug 17, 2022Huntsville SFR DSTD/AOther Real Estate$49,986,820$48,294,141
EDGAR ↗Aug 17, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$78,870,127
EDGAR ↗Aug 9, 2022Essential Net Lease Portfolio DSTD/AOther Real Estate$84,304,050$84,304,050
EDGAR ↗Aug 5, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$13,466,416
EDGAR ↗Aug 5, 2022Kansas City MSA Senior Living DSTD/AOther Real Estate$30,017,914$28,749,026
EDGAR ↗Aug 5, 2022Huntsville SFR DSTD/AOther Real Estate$49,986,820$46,255,263
EDGAR ↗Aug 5, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$78,517,961
EDGAR ↗Jul 22, 2022Diversified Residential Portfolio III DSTD/AOther Real Estate$209,327,056$705,545
EDGAR ↗Jul 22, 2022Kansas City MSA Senior Living DSTD/AOther Real Estate$30,017,914$28,219,568
EDGAR ↗Jul 22, 2022Huntsville SFR DSTD/AOther Real Estate$49,986,820$40,333,789
EDGAR ↗Jul 22, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$76,122,793
EDGAR ↗Jul 21, 2022Self-Storage Portfolio XVII DSTD/AOther Real Estate$19,562,446$19,562,446
EDGAR ↗Jul 13, 2022Zero Coupon UT Office DSTDCommercial$11,012,303$0
EDGAR ↗Jul 8, 2022Diversified Residential Portfolio III DSTDOther Real Estate$209,327,056$200,000
EDGAR ↗Jul 8, 2022Kansas City MSA Senior Living DSTD/AOther Real Estate$30,017,914$23,952,919
EDGAR ↗Jul 8, 2022Huntsville SFR DSTD/AOther Real Estate$49,986,820$37,475,619
EDGAR ↗Jul 8, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$75,427,841
EDGAR ↗Jun 28, 2022MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$85,989,673
EDGAR ↗Jun 24, 2022Kansas City MSA Senior Living DSTD/AOther Real Estate$30,017,914$9,118,055
EDGAR ↗Jun 24, 2022Huntsville SFR DSTD/AOther Real Estate$49,986,820$29,358,835
EDGAR ↗Jun 24, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$68,378,984
EDGAR ↗Jun 24, 2022Diversified Residential Portfolio II DSTD/AOther Real Estate$140,293,786$140,293,786
EDGAR ↗Jun 10, 2022Kansas City MSA Senior Living DSTDOther Real Estate$30,017,914$3,493,453
EDGAR ↗Jun 10, 2022Huntsville SFR DSTD/AOther Real Estate$49,986,820$24,699,555
EDGAR ↗Jun 10, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$58,530,090
EDGAR ↗Jun 7, 2022IPC Industrial Portfolio DSTDOther Real Estate$275,859,119$0
EDGAR ↗Jun 2, 2022Zero Coupon OH Fulfillment DSTD/AOther Real Estate$41,914,150$41,914,150
EDGAR ↗May 27, 2022Huntsville SFR DSTD/AOther Real Estate$49,986,820$14,412,346
EDGAR ↗May 27, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$46,758,695
EDGAR ↗May 27, 2022Diversified Residential Portfolio II DSTD/AOther Real Estate$140,293,786$140,180,207
EDGAR ↗May 26, 2022Grand Rapids Multifamily DSTD/AOther Real Estate$17,281,397$17,281,397
EDGAR ↗May 19, 2022Student Housing Qualified Opportunity Fund, L.L.C.DOther Real Estate$375,000,000$0
EDGAR ↗May 19, 2022Self-Storage Portfolio XVII DSTDOther Real Estate$19,562,446$7,510,405
EDGAR ↗May 17, 2022Zero Coupon MI Office DSTDOther Real Estate$22,080,562$8,079,101
EDGAR ↗May 16, 2022MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$74,375,784
EDGAR ↗May 13, 2022Huntsville SFR DSTDOther Real Estate$49,986,820$8,268,960
EDGAR ↗May 13, 2022Rochester MN Senior Living DSTD/AOther Real Estate$79,741,563$32,615,346
EDGAR ↗May 13, 2022Diversified Residential Portfolio II DSTD/AOther Real Estate$140,293,786$138,579,818
EDGAR ↗May 13, 2022Princeton Multifamily DSTD/AOther Real Estate$52,262,073$52,262,073
EDGAR ↗May 4, 2022Essential Net Lease Portfolio DSTD/AOther Real Estate$84,304,050$70,226,106
EDGAR ↗May 3, 2022Grand Rapids Multifamily DSTD/AOther Real Estate$17,281,397$17,002,441
EDGAR ↗May 2, 2022Self-Storage Portfolio XVI DSTD/AOther Real Estate$154,820,713$97,349,734
EDGAR ↗Apr 29, 2022Rochester MN Senior Living DSTDOther Real Estate$79,741,563$17,478,512
EDGAR ↗Apr 29, 2022Diversified Residential Portfolio II DSTD/AOther Real Estate$140,293,786$135,374,731
EDGAR ↗Apr 29, 2022Northeast Multifamily DSTD/AOther Real Estate$67,623,066$67,623,066
EDGAR ↗Apr 28, 2022Self-Storage Portfolio XV DSTD/AOther Real Estate$120,065,295$101,187,824
EDGAR ↗Apr 15, 2022Diversified Residential Portfolio II DSTD/AOther Real Estate$140,293,786$132,461,387
EDGAR ↗Apr 15, 2022New Jersey Multifamily Portfolio DSTD/AOther Real Estate$78,442,033$78,441,781
EDGAR ↗Apr 15, 2022Naperville Multifamily DSTD/AOther Real Estate$66,077,191$66,077,191
EDGAR ↗Apr 15, 2022Princeton Multifamily DSTD/AOther Real Estate$52,262,073$52,138,211
EDGAR ↗Apr 12, 2022Self-Storage Portfolio XIV DSTD/AOther Real Estate$32,050,959$32,050,959
EDGAR ↗Apr 1, 2022Diversified Residential Portfolio II DSTD/AOther Real Estate$140,293,786$111,117,232
EDGAR ↗Apr 1, 2022New Jersey Multifamily Portfolio DSTD/AOther Real Estate$78,442,033$78,186,863
EDGAR ↗Apr 1, 2022Florida Multifamily Portfolio III DSTD/AOther Real Estate$119,790,465$119,790,465
EDGAR ↗Apr 1, 2022Naperville Multifamily DSTD/AOther Real Estate$66,077,191$66,072,110
EDGAR ↗Apr 1, 2022Princeton Multifamily DSTD/AOther Real Estate$52,262,073$51,923,711
EDGAR ↗Apr 1, 2022Northeast Multifamily DSTD/AOther Real Estate$67,623,066$67,408,429
EDGAR ↗Mar 31, 2022IPC Self-Storage Redevelopment, L.L.C.D/AOther Real Estate$5,990,000$5,990,000
EDGAR ↗Mar 29, 2022Self-Storage Qualified Opportunity Fund II, L.L.C.D/AOther Real Estate$102,952,638$102,952,638
EDGAR ↗Mar 18, 2022Diversified Residential Portfolio II DSTD/AOther Real Estate$140,293,786$85,616,885
EDGAR ↗Mar 18, 2022New Jersey Multifamily Portfolio DSTD/AOther Real Estate$78,442,033$76,945,882
EDGAR ↗Mar 18, 2022Florida Multifamily Portfolio III DSTD/AOther Real Estate$119,790,465$119,405,793
EDGAR ↗Mar 18, 2022Naperville Multifamily DSTD/AOther Real Estate$66,077,191$65,778,991
EDGAR ↗Mar 18, 2022Princeton Multifamily DSTD/AOther Real Estate$52,262,073$51,286,805
EDGAR ↗Mar 18, 2022Northeast Multifamily DSTD/AOther Real Estate$67,623,066$67,176,919
EDGAR ↗Mar 4, 2022Diversified Residential Portfolio II DSTD/AOther Real Estate$140,293,786$54,085,461
EDGAR ↗Mar 4, 2022New Jersey Multifamily Portfolio DSTD/AOther Real Estate$78,442,033$75,412,006
EDGAR ↗Mar 4, 2022Florida Multifamily Portfolio III DSTD/AOther Real Estate$119,790,465$118,496,043
EDGAR ↗Mar 4, 2022Naperville Multifamily DSTD/AOther Real Estate$66,077,191$65,723,540
EDGAR ↗Feb 18, 2022Diversified Residential Portfolio II DSTD/AOther Real Estate$140,293,786$26,217,732
EDGAR ↗Feb 18, 2022New Jersey Multifamily Portfolio DSTD/AOther Real Estate$78,442,033$73,700,890
EDGAR ↗Feb 18, 2022Florida Multifamily Portfolio III DSTD/AOther Real Estate$119,790,465$117,624,775
EDGAR ↗Feb 18, 2022Naperville Multifamily DSTD/AOther Real Estate$66,077,191$65,719,981
EDGAR ↗Feb 18, 2022Princeton Multifamily DSTD/AOther Real Estate$52,262,073$50,709,029
EDGAR ↗Feb 18, 2022Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$137,048,031
EDGAR ↗Feb 18, 2022Northeast Multifamily DSTD/AOther Real Estate$67,623,066$66,796,781
EDGAR ↗Feb 17, 2022Self-Storage Portfolio XIII DSTD/AOther Real Estate$68,366,903$68,366,903
EDGAR ↗Feb 15, 2022Essential Net Lease Portfolio DSTDOther Real Estate$84,304,050$419,802
EDGAR ↗Feb 11, 2022MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$44,353,580
EDGAR ↗Feb 4, 2022Diversified Residential Portfolio II DSTDOther Real Estate$140,293,786$4,071,459
EDGAR ↗Feb 4, 2022New Jersey Multifamily Portfolio DSTD/AOther Real Estate$78,442,033$69,514,160
EDGAR ↗Feb 4, 2022Florida Multifamily Portfolio III DSTD/AOther Real Estate$119,790,465$116,227,722
EDGAR ↗Feb 4, 2022Athens Student Housing DSTD/AOther Real Estate$20,275,196$20,275,196
EDGAR ↗Feb 4, 2022Naperville Multifamily DSTD/AOther Real Estate$66,077,191$65,519,981
EDGAR ↗Feb 4, 2022Princeton Multifamily DSTD/AOther Real Estate$52,262,073$50,276,029
EDGAR ↗Feb 4, 2022Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$136,611,025
EDGAR ↗Feb 4, 2022Northeast Multifamily DSTD/AOther Real Estate$67,623,066$66,714,702
EDGAR ↗Jan 27, 2022Zero Coupon OH Fulfillment DSTD/AOther Real Estate$41,914,150$41,914,150
EDGAR ↗Jan 21, 2022New Jersey Multifamily Portfolio DSTD/AOther Real Estate$78,442,033$55,952,288
EDGAR ↗Jan 21, 2022Florida Multifamily Portfolio III DSTD/AOther Real Estate$119,790,465$111,589,054
EDGAR ↗Jan 21, 2022Athens Student Housing DSTD/AOther Real Estate$20,275,196$20,005,853
EDGAR ↗Jan 21, 2022Princeton Multifamily DSTD/AOther Real Estate$52,262,073$46,271,239
EDGAR ↗Jan 21, 2022Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$136,561,025
EDGAR ↗Jan 21, 2022Northeast Multifamily DSTD/AOther Real Estate$67,623,066$66,072,965
EDGAR ↗Jan 12, 2022New Jersey Multifamily Portfolio DSTD/AOther Real Estate$78,442,033$24,777,022
EDGAR ↗Jan 12, 2022Florida Multifamily Portfolio III DSTD/AOther Real Estate$119,790,465$90,025,416
EDGAR ↗Jan 12, 2022Naperville Multifamily DSTD/AOther Real Estate$66,077,191$62,801,830
EDGAR ↗Jan 12, 2022Princeton Multifamily DSTD/AOther Real Estate$52,262,073$43,862,669
EDGAR ↗Jan 12, 2022Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$132,621,678
EDGAR ↗Jan 12, 2022Northeast Multifamily DSTD/AOther Real Estate$67,623,066$65,116,627
EDGAR ↗Jan 12, 2022Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$25,820,000$25,820,000
EDGAR ↗Jan 7, 2022Self-Storage Portfolio XVI DSTDOther Real Estate$154,820,713$0
EDGAR ↗Jan 7, 2022Self-Storage Portfolio XV DSTDOther Real Estate$120,065,295$0
EDGAR ↗Jan 7, 2022MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$34,270,129
EDGAR ↗Jan 5, 2022Self-Storage Qualified Opportunity Fund, L.L.C.D/AOther Real Estate$100,000,000$99,958,924
EDGAR ↗Dec 29, 2021New Jersey Multifamily Portfolio DSTDOther Real Estate$78,442,033$12,646,185
EDGAR ↗Dec 29, 2021Florida Multifamily Portfolio III DSTD/AOther Real Estate$119,790,465$78,086,000
EDGAR ↗Dec 29, 2021Athens Student Housing DSTD/AOther Real Estate$20,275,196$19,354,718
EDGAR ↗Dec 29, 2021Naperville Multifamily DSTD/AOther Real Estate$66,077,191$62,296,830
EDGAR ↗Dec 29, 2021Princeton Multifamily DSTD/AOther Real Estate$52,262,073$40,694,846
EDGAR ↗Dec 29, 2021Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$131,684,224
EDGAR ↗Dec 29, 2021Northeast Multifamily DSTD/AOther Real Estate$67,623,066$64,388,286
EDGAR ↗Dec 29, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$25,670,000$25,670,000
EDGAR ↗Dec 15, 2021Florida Multifamily Portfolio III DSTD/AOther Real Estate$119,790,465$48,187,181
EDGAR ↗Dec 15, 2021Athens Student Housing DSTD/AOther Real Estate$20,275,196$16,305,929
EDGAR ↗Dec 15, 2021Naperville Multifamily DSTD/AOther Real Estate$66,077,191$59,773,790
EDGAR ↗Dec 15, 2021Princeton Multifamily DSTD/AOther Real Estate$52,262,073$37,672,004
EDGAR ↗Dec 15, 2021Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$128,235,130
EDGAR ↗Dec 15, 2021Northeast Multifamily DSTD/AOther Real Estate$67,623,066$63,341,315
EDGAR ↗Dec 15, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$31,807,912
EDGAR ↗Dec 15, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$25,600,518$25,600,518
EDGAR ↗Dec 14, 2021Self-Storage Portfolio XIV DSTDOther Real Estate$32,050,959$32,050,959
EDGAR ↗Dec 6, 2021Self-Storage Qualified Opportunity Fund II, L.L.C.DOther Real Estate$75,000,000$6,223,995
EDGAR ↗Dec 1, 2021Florida Multifamily Portfolio III DSTDOther Real Estate$119,790,465$10,697,077
EDGAR ↗Dec 1, 2021Athens Student Housing DSTD/AOther Real Estate$20,275,196$12,769,805
EDGAR ↗Dec 1, 2021Naperville Multifamily DSTD/AOther Real Estate$66,077,191$56,831,440
EDGAR ↗Dec 1, 2021Princeton Multifamily DSTD/AOther Real Estate$52,262,073$33,524,146
EDGAR ↗Dec 1, 2021Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$122,564,479
EDGAR ↗Dec 1, 2021Northeast Multifamily DSTD/AOther Real Estate$67,623,066$60,455,950
EDGAR ↗Nov 29, 2021Grand Rapids Multifamily DSTDOther Real Estate$17,281,397$0
EDGAR ↗Nov 17, 2021Athens Student Housing DSTD/AOther Real Estate$20,275,196$8,925,237
EDGAR ↗Nov 17, 2021Naperville Multifamily DSTD/AOther Real Estate$66,077,191$43,059,502
EDGAR ↗Nov 17, 2021Princeton Multifamily DSTD/AOther Real Estate$52,262,073$25,539,524
EDGAR ↗Nov 17, 2021Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$108,512,604
EDGAR ↗Nov 17, 2021Northeast Multifamily DSTD/AOther Real Estate$67,623,066$59,819,095
EDGAR ↗Nov 17, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$31,136,539
EDGAR ↗Nov 17, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$25,499,508$25,499,508
EDGAR ↗Nov 17, 2021MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$27,348,215
EDGAR ↗Nov 3, 2021Athens Student Housing DSTD/AOther Real Estate$20,275,196$2,855,721
EDGAR ↗Nov 3, 2021Naperville Multifamily DSTD/AOther Real Estate$66,077,191$21,083,532
EDGAR ↗Nov 3, 2021Princeton Multifamily DSTD/AOther Real Estate$52,262,073$8,540,521
EDGAR ↗Nov 3, 2021Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$70,703,861
EDGAR ↗Nov 3, 2021Northeast Multifamily DSTD/AOther Real Estate$67,623,066$54,600,909
EDGAR ↗Nov 3, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$31,010,546
EDGAR ↗Nov 3, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$221,999,204
EDGAR ↗Nov 3, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$24,400,425
EDGAR ↗Nov 2, 2021VA Coastal Logistics DSTDOther Real Estate$178,000,547$3,374,622
EDGAR ↗Oct 28, 2021Self-Storage Portfolio XIII DSTD/AOther Real Estate$68,366,903$0
EDGAR ↗Oct 27, 2021Zero Coupon OH Fulfillment DSTD/AOther Real Estate$41,914,150$34,394,338
EDGAR ↗Oct 20, 2021Athens Student Housing DSTD/AOther Real Estate$20,275,196$869,663
EDGAR ↗Oct 20, 2021Naperville Multifamily DSTD/AOther Real Estate$66,077,191$8,645,206
EDGAR ↗Oct 20, 2021Princeton Multifamily DSTD/AOther Real Estate$52,262,073$2,589,741
EDGAR ↗Oct 20, 2021Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$46,548,000
EDGAR ↗Oct 20, 2021Northeast Multifamily DSTD/AOther Real Estate$67,623,066$49,717,012
EDGAR ↗Oct 20, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$30,800,803
EDGAR ↗Oct 20, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$23,488,331
EDGAR ↗Oct 19, 2021Convenience Net Lease Portfolio II DSTD/AOther Real Estate$16,948,336$16,308,084
EDGAR ↗Oct 8, 2021MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$24,441,750
EDGAR ↗Oct 6, 2021Athens Student Housing DSTDOther Real Estate$20,275,196$113,663
EDGAR ↗Oct 6, 2021Naperville Multifamily DSTDOther Real Estate$66,077,191$697,788
EDGAR ↗Oct 6, 2021Princeton Multifamily DSTD/AOther Real Estate$52,262,073$1,542,506
EDGAR ↗Oct 6, 2021Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$20,028,995
EDGAR ↗Oct 6, 2021Northeast Multifamily DSTD/AOther Real Estate$67,623,066$44,948,789
EDGAR ↗Oct 6, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$30,226,662
EDGAR ↗Oct 6, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$23,236,816
EDGAR ↗Sep 22, 2021Princeton Multifamily DSTDOther Real Estate$52,262,073$372,250
EDGAR ↗Sep 22, 2021Sun Belt SFR Portfolio DSTD/AOther Real Estate$137,048,031$8,298,492
EDGAR ↗Sep 22, 2021Northeast Multifamily DSTD/AOther Real Estate$67,623,066$32,719,204
EDGAR ↗Sep 22, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$30,032,825
EDGAR ↗Sep 13, 2021Convenience Net Lease Portfolio II DSTDOther Real Estate$16,948,336$560,000
EDGAR ↗Sep 8, 2021Sun Belt SFR Portfolio DSTDOther Real Estate$137,048,031$1,051,140
EDGAR ↗Sep 8, 2021Northeast Multifamily DSTD/AOther Real Estate$67,623,066$23,919,910
EDGAR ↗Sep 8, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$29,897,610
EDGAR ↗Sep 8, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$21,186,311
EDGAR ↗Aug 27, 2021MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$18,041,750
EDGAR ↗Aug 25, 2021Northeast Multifamily DSTD/AOther Real Estate$67,623,066$13,538,737
EDGAR ↗Aug 25, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$29,685,919
EDGAR ↗Aug 25, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$221,918,052
EDGAR ↗Aug 25, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$20,286,311
EDGAR ↗Aug 24, 2021Self-Storage Portfolio XIII DSTDOther Real Estate$68,366,903$0
EDGAR ↗Aug 11, 2021Northeast Multifamily DSTD/AOther Real Estate$67,623,066$9,644,250
EDGAR ↗Aug 11, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$29,437,404
EDGAR ↗Aug 11, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$221,889,204
EDGAR ↗Jul 30, 2021IPC Self-Storage Redevelopment, L.L.C.D/AOther Real Estate$5,990,000$3,151,500
EDGAR ↗Jul 29, 2021Northeast Multifamily DSTDOther Real Estate$67,623,066$4,745,573
EDGAR ↗Jul 29, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$26,825,968
EDGAR ↗Jul 29, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$23,026,079
EDGAR ↗Jul 29, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$221,377,255
EDGAR ↗Jul 29, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$19,811,917
EDGAR ↗Jul 23, 2021MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$13,874,250
EDGAR ↗Jul 16, 2021Self-Storage Qualified Opportunity Fund, L.L.C.D/AOther Real Estate$100,000,000$99,958,924
EDGAR ↗Jul 14, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$25,519,233
EDGAR ↗Jul 14, 2021Tampa Multifamily II DSTD/AOther Real Estate$46,757,747$46,757,747
EDGAR ↗Jul 14, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$22,896,079
EDGAR ↗Jul 14, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$213,728,219
EDGAR ↗Jul 14, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$18,865,540
EDGAR ↗Jul 8, 2021IPC Self-Storage Redevelopment, L.L.C.DOther Real Estate$5,990,000$650,000
EDGAR ↗Jul 1, 2021MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$11,288,000
EDGAR ↗Jun 30, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$22,512,419
EDGAR ↗Jun 30, 2021Tampa Multifamily II DSTD/AOther Real Estate$46,757,747$46,472,119
EDGAR ↗Jun 30, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$22,796,079
EDGAR ↗Jun 30, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$212,217,484
EDGAR ↗Jun 30, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$18,715,540
EDGAR ↗Jun 29, 2021Zero Coupon OH Fulfillment DSTDOther Real Estate$41,914,150$130,980
EDGAR ↗Jun 16, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$12,476,477
EDGAR ↗Jun 16, 2021Tampa Multifamily II DSTD/AOther Real Estate$46,757,747$45,357,436
EDGAR ↗Jun 16, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$21,952,619
EDGAR ↗Jun 16, 2021Huntsville Multifamily DSTD/AOther Real Estate$29,443,851$29,443,851
EDGAR ↗Jun 16, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$201,418,317
EDGAR ↗Jun 16, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$16,794,480
EDGAR ↗Jun 2, 2021Phoenix SFR DSTD/AOther Real Estate$31,807,912$1,731,345
EDGAR ↗Jun 2, 2021Tampa Multifamily II DSTD/AOther Real Estate$46,757,747$42,045,680
EDGAR ↗Jun 2, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$19,869,286
EDGAR ↗Jun 2, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$171,167,877
EDGAR ↗Jun 2, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$16,430,365
EDGAR ↗May 27, 2021MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$9,473,000
EDGAR ↗May 19, 2021Phoenix SFR DSTDOther Real Estate$31,807,912$203,339
EDGAR ↗May 19, 2021Tampa Multifamily II DSTD/AOther Real Estate$46,757,747$36,860,044
EDGAR ↗May 19, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$18,416,278
EDGAR ↗May 19, 2021Huntsville Multifamily DSTD/AOther Real Estate$29,443,851$29,364,129
EDGAR ↗May 19, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$144,855,603
EDGAR ↗May 19, 2021Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$88,388,065
EDGAR ↗May 19, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$15,861,173
EDGAR ↗May 6, 2021MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$8,208,000
EDGAR ↗May 5, 2021Tampa Multifamily II DSTD/AOther Real Estate$46,757,747$16,893,698
EDGAR ↗May 5, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$15,859,187
EDGAR ↗May 5, 2021Huntsville Multifamily DSTD/AOther Real Estate$29,443,851$28,251,646
EDGAR ↗May 5, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$129,952,552
EDGAR ↗May 5, 2021Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$88,136,874
EDGAR ↗Apr 21, 2021Tampa Multifamily II DSTD/AOther Real Estate$46,757,747$7,806,973
EDGAR ↗Apr 21, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$12,912,745
EDGAR ↗Apr 21, 2021Huntsville Multifamily DSTD/AOther Real Estate$29,443,851$27,129,683
EDGAR ↗Apr 21, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$114,567,070
EDGAR ↗Apr 21, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$15,545,539
EDGAR ↗Apr 9, 2021MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$4,675,000
EDGAR ↗Apr 7, 2021Tampa Multifamily II DSTDOther Real Estate$46,757,747$3,161,242
EDGAR ↗Apr 7, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$9,267,686
EDGAR ↗Apr 7, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$9,267,686
EDGAR ↗Apr 7, 2021Huntsville Multifamily DSTD/AOther Real Estate$29,443,851$26,767,075
EDGAR ↗Apr 7, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$103,902,588
EDGAR ↗Apr 7, 2021Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$87,985,359
EDGAR ↗Apr 7, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$15,450,856
EDGAR ↗Apr 6, 2021Net Lease Grocery Portfolio DSTDOther Real Estate$159,989,003$4,737,128
EDGAR ↗Mar 24, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$4,810,182
EDGAR ↗Mar 24, 2021Huntsville Multifamily DSTD/AOther Real Estate$29,443,851$22,927,115
EDGAR ↗Mar 24, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$97,744,654
EDGAR ↗Mar 24, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$15,000,856
EDGAR ↗Mar 17, 2021MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$3,085,000
EDGAR ↗Mar 10, 2021Wauwatosa Multifamily DSTD/AOther Real Estate$23,026,079$1,083,477
EDGAR ↗Mar 10, 2021Huntsville Multifamily DSTD/AOther Real Estate$29,443,851$14,308,586
EDGAR ↗Mar 10, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$78,387,220
EDGAR ↗Mar 10, 2021Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$87,618,410
EDGAR ↗Mar 10, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$14,800,856
EDGAR ↗Mar 4, 2021Zero Coupon AZ Fulfillment DSTD/AOther Real Estate$35,306,051$23,573,271
EDGAR ↗Feb 24, 2021Wauwatosa Multifamily DSTDOther Real Estate$23,026,079$106,383
EDGAR ↗Feb 24, 2021Huntsville Multifamily DSTD/AOther Real Estate$29,443,851$6,419,147
EDGAR ↗Feb 24, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$67,990,500
EDGAR ↗Feb 24, 2021Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$86,202,350
EDGAR ↗Feb 24, 2021Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$80,895,627
EDGAR ↗Feb 18, 2021Self-Storage Portfolio XII DSTD/AOther Real Estate$30,958,907$30,749,870
EDGAR ↗Feb 10, 2021Huntsville Multifamily DSTD/AOther Real Estate$29,443,851$3,933,648
EDGAR ↗Feb 10, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$59,718,027
EDGAR ↗Feb 10, 2021Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$85,595,980
EDGAR ↗Feb 10, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$14,585,223
EDGAR ↗Feb 4, 2021Last Mile Distribution DSTD/AOther Real Estate$64,319,739$64,319,739
EDGAR ↗Jan 27, 2021Huntsville Multifamily DSTD/AOther Real Estate$29,443,851$2,574,780
EDGAR ↗Jan 27, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$47,052,416
EDGAR ↗Jan 27, 2021Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$85,372,550
EDGAR ↗Jan 27, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$12,942,223
EDGAR ↗Jan 19, 2021Huntsville Multifamily DSTDOther Real Estate$29,443,851$226,415
EDGAR ↗Jan 13, 2021Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$28,636,697
EDGAR ↗Jan 13, 2021Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$84,074,134
EDGAR ↗Jan 13, 2021Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$12,492,223
EDGAR ↗Jan 4, 2021Self-Storage Portfolio XII DSTDOther Real Estate$30,958,907$5,882,130
EDGAR ↗Dec 31, 2020Inland Retail Property Fund, LPD/APooled Investment FundIndefinite$202,000,000
EDGAR ↗Dec 30, 2020Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$16,551,264
EDGAR ↗Dec 30, 2020Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$80,998,125
EDGAR ↗Dec 30, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$12,359,719
EDGAR ↗Dec 18, 2020MH Ventures Fund II, Inc.D/AREITS and Finance$300,000,000$175,000
EDGAR ↗Dec 16, 2020Diversified Residential Portfolio DSTD/AOther Real Estate$221,999,204$4,100,922
EDGAR ↗Dec 16, 2020Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$76,235,011
EDGAR ↗Dec 16, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$11,498,494
EDGAR ↗Dec 2, 2020Diversified Residential Portfolio DSTDOther Real Estate$221,999,204$625,193
EDGAR ↗Dec 2, 2020Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$69,815,736
EDGAR ↗Dec 2, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$10,993,444
EDGAR ↗Nov 20, 2020Last Mile Distribution DSTDOther Real Estate$64,319,739$16,541,628
EDGAR ↗Nov 20, 2020MH Ventures Fund II, Inc.DREITS and Finance$300,000,000$50,000
EDGAR ↗Nov 18, 2020Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$54,773,481
EDGAR ↗Nov 18, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$10,841,929
EDGAR ↗Nov 4, 2020Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$42,735,435
EDGAR ↗Nov 4, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$80,773,779
EDGAR ↗Nov 4, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$10,291,929
EDGAR ↗Nov 4, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$80,907,298
EDGAR ↗Oct 30, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$80,505,330
EDGAR ↗Oct 21, 2020Southeast Multifamily Portfolio DSTD/AOther Real Estate$88,388,065$15,390,013
EDGAR ↗Oct 21, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$79,101,551
EDGAR ↗Oct 21, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$10,141,929
EDGAR ↗Oct 21, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$80,505,330
EDGAR ↗Oct 20, 2020Self-Storage Qualified Opportunity Fund, L.L.C.DOther Real Estate$100,000,000$108,108
EDGAR ↗Oct 7, 2020Southeast Multifamily Portfolio DSTDOther Real Estate$88,388,065$8,743,079
EDGAR ↗Oct 7, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$75,870,578
EDGAR ↗Oct 7, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$9,816,929
EDGAR ↗Oct 7, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$52,239,566
EDGAR ↗Sep 18, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$71,288,398
EDGAR ↗Sep 18, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$9,071,929
EDGAR ↗Sep 18, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$79,964,541
EDGAR ↗Sep 18, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$52,086,627
EDGAR ↗Sep 4, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$68,589,198
EDGAR ↗Sep 4, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$9,039,929
EDGAR ↗Sep 4, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$78,759,356
EDGAR ↗Sep 3, 2020Self-Storage Portfolio XI DSTDOther Real Estate$9,997,926$2,000,000
EDGAR ↗Aug 26, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$55,143,342
EDGAR ↗Aug 26, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$8,279,929
EDGAR ↗Aug 26, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$74,176,058
EDGAR ↗Aug 14, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$50,343,069
EDGAR ↗Aug 14, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$6,779,929
EDGAR ↗Aug 14, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$72,751,058
EDGAR ↗Aug 13, 2020MH Ventures 2019-1, LLCD/AOther Real Estate$24,770,000$16,448,250
EDGAR ↗Aug 6, 2020Zero Coupon AZ Fulfillment DSTD/AOther Real Estate$35,306,051$1,869,511
EDGAR ↗Aug 5, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$44,276,878
EDGAR ↗Aug 5, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$6,510,387
EDGAR ↗Aug 5, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$68,905,571
EDGAR ↗Jul 29, 2020Zero Coupon AZ Fulfillment DSTD/AOther Real Estate$35,306,051$947,511
EDGAR ↗Jul 29, 2020Zero Coupon AZ Fulfillment DSTDOther Real Estate$35,306,051$21,100
EDGAR ↗Jul 24, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$35,567,404
EDGAR ↗Jul 24, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$6,165,374
EDGAR ↗Jul 24, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$65,787,404
EDGAR ↗Jul 24, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$51,836,627
EDGAR ↗Jul 15, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$27,833,734
EDGAR ↗Jul 15, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$5,957,557
EDGAR ↗Jul 15, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$59,732,611
EDGAR ↗Jul 15, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$51,724,782
EDGAR ↗Jul 15, 2020NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$46,035,372
EDGAR ↗Jul 8, 2020Phoenix MSA Multifamily Portfolio DSTDOther Real Estate$25,158,710$22,319,637
EDGAR ↗Jul 8, 2020Self-Storage Portfolio VII DSTD/AOther Real Estate$66,230,446$41,854,517
EDGAR ↗Jul 2, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$16,733,814
EDGAR ↗Jul 2, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$5,191,106
EDGAR ↗Jul 2, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$55,765,943
EDGAR ↗Jul 2, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$50,524,782
EDGAR ↗Jun 24, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$11,137,352
EDGAR ↗Jun 24, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$4,991,106
EDGAR ↗Jun 24, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$54,350,767
EDGAR ↗Jun 12, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$9,478,546
EDGAR ↗Jun 12, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$4,731,106
EDGAR ↗Jun 12, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$52,502,900
EDGAR ↗Jun 12, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$50,069,115
EDGAR ↗Jun 12, 2020NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$45,656,584
EDGAR ↗Jun 10, 2020MH Ventures 2019-1, LLCD/AOther Real Estate$24,770,000$11,910,100
EDGAR ↗Jun 2, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$7,905,415
EDGAR ↗Jun 2, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$4,581,106
EDGAR ↗Jun 2, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$48,525,465
EDGAR ↗Jun 2, 2020Phoenix MSA Multifamily DSTD/AOther Real Estate$30,396,157$30,396,157
EDGAR ↗Jun 2, 2020DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$39,278,556
EDGAR ↗May 20, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$6,664,847
EDGAR ↗May 20, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$44,345,064
EDGAR ↗May 20, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$49,564,322
EDGAR ↗May 8, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$5,393,906
EDGAR ↗May 8, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$4,407,106
EDGAR ↗May 8, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$41,957,476
EDGAR ↗May 8, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$49,156,473
EDGAR ↗May 7, 2020Self-Storage Portfolio IX DSTD/AOther Real Estate$17,857,732$17,819,110
EDGAR ↗May 7, 2020Daytona Multifamily Opportunity Zone, L.L.C.D/AOther Real Estate$16,820,000$16,774,197
EDGAR ↗May 7, 2020Self-Storage Portfolio X DSTD/AOther Real Estate$49,521,477$27,823,603
EDGAR ↗May 7, 2020Downtown Nashville Hospitality DSTD/AOther Real Estate$80,953,386$65,143,889
EDGAR ↗Apr 29, 2020Sun Belt Multifamily Portfolio III DSTD/AOther Real Estate$80,895,627$3,846,064
EDGAR ↗Apr 29, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$4,332,106
EDGAR ↗Apr 29, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$39,103,161
EDGAR ↗Apr 29, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$48,788,956
EDGAR ↗Apr 29, 2020DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$39,145,309
EDGAR ↗Apr 27, 2020Healthcare Hospitality II DSTD/AOther Real Estate$18,114,363$17,721,678
EDGAR ↗Apr 27, 2020Detroit Hospitality DSTD/AOther Real Estate$32,368,270$18,248,664
EDGAR ↗Apr 27, 2020Self-Storage Portfolio X DSTD/AOther Real Estate$49,521,477$25,543,585
EDGAR ↗Apr 17, 2020Sun Belt Multifamily Portfolio III DSTDOther Real Estate$80,895,627$211,236
EDGAR ↗Apr 17, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$36,628,876
EDGAR ↗Apr 17, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$48,388,956
EDGAR ↗Apr 17, 2020DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$38,942,796
EDGAR ↗Apr 10, 2020Self-Storage Portfolio X DSTD/AOther Real Estate$49,521,477$11,920,915
EDGAR ↗Apr 9, 2020Fayetteville Student Housing DSTD/AOther Real Estate$35,578,407$28,316,356
EDGAR ↗Apr 8, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$3,664,289
EDGAR ↗Apr 8, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$31,678,158
EDGAR ↗Apr 8, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$47,719,461
EDGAR ↗Apr 8, 2020DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$38,670,270
EDGAR ↗Apr 7, 2020MH Ventures 2019-1, LLCD/AOther Real Estate$24,770,000$10,235,300
EDGAR ↗Mar 27, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$3,314,289
EDGAR ↗Mar 27, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$27,796,302
EDGAR ↗Mar 27, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$47,477,461
EDGAR ↗Mar 27, 2020DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$38,263,367
EDGAR ↗Mar 23, 2020MH Ventures 2019-1, LLCD/AOther Real Estate$24,770,000$9,270,500
EDGAR ↗Mar 18, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$3,114,289
EDGAR ↗Mar 18, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$20,794,810
EDGAR ↗Mar 18, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$42,692,894
EDGAR ↗Mar 18, 2020NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$45,456,584
EDGAR ↗Mar 18, 2020Phoenix MSA Multifamily DSTD/AOther Real Estate$30,396,157$30,228,016
EDGAR ↗Mar 18, 2020DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$37,242,959
EDGAR ↗Mar 9, 2020Downtown Nashville Hospitality DSTD/AOther Real Estate$80,953,386$47,454,839
EDGAR ↗Mar 9, 2020Self-Storage Portfolio X DSTD/AOther Real Estate$49,521,477$2,571,788
EDGAR ↗Mar 6, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$2,755,381
EDGAR ↗Mar 6, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$14,460,448
EDGAR ↗Mar 6, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$41,651,920
EDGAR ↗Mar 6, 2020NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$45,124,004
EDGAR ↗Mar 3, 2020Self-Storage Portfolio X DSTDOther Real Estate$49,521,477$615,443
EDGAR ↗Feb 26, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$1,785,839
EDGAR ↗Feb 26, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$8,290,687
EDGAR ↗Feb 26, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$37,943,074
EDGAR ↗Feb 26, 2020NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$44,824,004
EDGAR ↗Feb 26, 2020Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$67,591,872
EDGAR ↗Feb 24, 2020Downtown Nashville Hospitality DSTD/AOther Real Estate$80,953,386$26,458,439
EDGAR ↗Feb 24, 2020MH Ventures 2019-1, LLCD/AOther Real Estate$24,770,000$8,249,500
EDGAR ↗Feb 14, 2020Colorado Springs Opportunity Zone, L.L.C.D/AOther Real Estate$24,460,000$1,285,839
EDGAR ↗Feb 14, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$7,021,274
EDGAR ↗Feb 14, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$36,167,768
EDGAR ↗Feb 14, 2020NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$43,805,252
EDGAR ↗Feb 14, 2020DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$35,712,346
EDGAR ↗Feb 13, 2020Downtown Nashville Hospitality DSTD/AOther Real Estate$80,953,386$21,626,922
EDGAR ↗Feb 13, 2020Fayetteville Student Housing DSTDOther Real Estate$35,578,407$17,307,445
EDGAR ↗Feb 13, 2020Daytona Multifamily Opportunity Zone, L.L.C.DOther Real Estate$16,820,000$16,678,179
EDGAR ↗Feb 5, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$4,153,497
EDGAR ↗Feb 5, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$30,881,759
EDGAR ↗Feb 5, 2020NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$42,919,071
EDGAR ↗Feb 5, 2020Phoenix MSA Multifamily DSTD/AOther Real Estate$30,396,157$30,063,414
EDGAR ↗Feb 5, 2020DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$35,382,346
EDGAR ↗Feb 5, 2020Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$67,546,851
EDGAR ↗Jan 31, 2020MH Ventures 2019-1, LLCD/AOther Real Estate$24,770,000$5,671,500
EDGAR ↗Jan 24, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$3,480,981
EDGAR ↗Jan 24, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$23,654,938
EDGAR ↗Jan 24, 2020NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$41,536,234
EDGAR ↗Jan 24, 2020Phoenix MSA Multifamily DSTD/AOther Real Estate$30,396,157$29,053,313
EDGAR ↗Jan 24, 2020DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$33,996,240
EDGAR ↗Jan 24, 2020Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$66,232,483
EDGAR ↗Jan 23, 2020Detroit Hospitality DSTD/AOther Real Estate$32,368,270$11,171,514
EDGAR ↗Jan 23, 2020Daytona Multifamily Opportunity Zone, L.L.C.D/AOther Real Estate$16,820,000$15,244,083
EDGAR ↗Jan 23, 2020Healthcare Hospitality II DSTD/AOther Real Estate$18,114,363$16,327,921
EDGAR ↗Jan 17, 2020Downtown Nashville Hospitality DSTD/AOther Real Estate$80,953,386$1,206,551
EDGAR ↗Jan 17, 2020Fayetteville Student Housing DSTD/AOther Real Estate$35,578,407$4,487,929
EDGAR ↗Jan 17, 2020Self-Storage Portfolio IX DSTD/AOther Real Estate$17,857,732$16,455,473
EDGAR ↗Jan 16, 2020Fayetteville Student Housing DSTDOther Real Estate$35,578,407$4,487,929
EDGAR ↗Jan 16, 2020Downtown Nashville Hospitality DSTDOther Real Estate$80,953,386$1,206,551
EDGAR ↗Jan 10, 2020Colorado Springs Opportunity Zone, L.L.C.DOther Real Estate$24,500,000$1,135,839
EDGAR ↗Jan 10, 2020Midwest Senior Living Portfolio DSTD/AOther Real Estate$80,925,660$2,556,186
EDGAR ↗Jan 10, 2020Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$15,660,021
EDGAR ↗Jan 10, 2020NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$38,028,588
EDGAR ↗Jan 10, 2020Phoenix MSA Multifamily DSTD/AOther Real Estate$30,396,157$27,216,220
EDGAR ↗Jan 10, 2020DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$33,796,240
EDGAR ↗Jan 10, 2020Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$64,465,625
EDGAR ↗Jan 3, 2020Inland Retail Property Fund, LPD/APooled Investment FundIndefinite$202,000,000
EDGAR ↗Dec 31, 2019Midwest Senior Living Portfolio DSTDOther Real Estate$80,925,660$600,000
EDGAR ↗Dec 31, 2019Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$8,304,312
EDGAR ↗Dec 31, 2019NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$27,771,611
EDGAR ↗Dec 31, 2019Phoenix MSA Multifamily DSTD/AOther Real Estate$30,396,157$18,378,048
EDGAR ↗Dec 31, 2019DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$30,387,972
EDGAR ↗Dec 31, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$61,965,330
EDGAR ↗Dec 18, 2019Phoenix Senior Living DSTD/AOther Real Estate$53,544,255$4,684,473
EDGAR ↗Dec 18, 2019NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$24,577,799
EDGAR ↗Dec 18, 2019Phoenix MSA Multifamily DSTD/AOther Real Estate$30,396,157$17,217,149
EDGAR ↗Dec 18, 2019DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$29,161,991
EDGAR ↗Dec 18, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$60,892,829
EDGAR ↗Dec 6, 2019Phoenix Senior Living DSTDOther Real Estate$53,544,255$929,808
EDGAR ↗Dec 6, 2019NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$9,158,654
EDGAR ↗Dec 6, 2019Phoenix MSA Multifamily DSTD/AOther Real Estate$30,396,157$9,705,523
EDGAR ↗Dec 6, 2019DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$28,135,041
EDGAR ↗Dec 6, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$57,761,516
EDGAR ↗Nov 22, 2019NC Student Housing Portfolio DSTD/AOther Real Estate$46,217,570$8,623,523
EDGAR ↗Nov 22, 2019Phoenix MSA Multifamily DSTDOther Real Estate$30,396,157$2,523,871
EDGAR ↗Nov 22, 2019DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$26,449,394
EDGAR ↗Nov 22, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$57,363,628
EDGAR ↗Nov 21, 2019Self-Storage Portfolio IX DSTD/AOther Real Estate$17,857,732$14,500,597
EDGAR ↗Nov 21, 2019Self-Storage Portfolio VIII DSTD/AOther Real Estate$97,179,813$73,230,712
EDGAR ↗Nov 12, 2019Self-Storage Portfolio IX DSTD/AOther Real Estate$17,857,732$10,416,111
EDGAR ↗Nov 12, 2019Self-Storage Portfolio VIII DSTD/AOther Real Estate$97,179,813$44,510,867
EDGAR ↗Nov 12, 2019Saint Paul Opportunity Zone, L.L.C.D/AOther Real Estate$30,726,806$16,994,944
EDGAR ↗Nov 12, 2019Self-Storage Portfolio VII DSTD/AOther Real Estate$66,230,446$41,854,517
EDGAR ↗Nov 8, 2019Daytona Multifamily Opportunity Zone, L.L.C.DOther Real Estate$16,820,000$1,500,000
EDGAR ↗Nov 8, 2019Detroit Hospitality DSTDOther Real Estate$32,368,270$939,085
EDGAR ↗Nov 8, 2019NC Student Housing Portfolio DSTDOther Real Estate$46,217,570$1,879,892
EDGAR ↗Nov 8, 2019DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$22,272,095
EDGAR ↗Nov 8, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$55,482,740
EDGAR ↗Oct 30, 2019DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$17,102,444
EDGAR ↗Oct 30, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$52,936,576
EDGAR ↗Oct 24, 2019MH Ventures 2019-1, LLCD/AOther Real Estate$24,770,000$3,714,558
EDGAR ↗Oct 16, 2019Self-Storage Portfolio VIII DSTD/AOther Real Estate$97,179,813$31,992,602
EDGAR ↗Oct 16, 2019Self-Storage Portfolio IX DSTD/AOther Real Estate$17,857,732$9,916,111
EDGAR ↗Oct 16, 2019DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$13,045,368
EDGAR ↗Oct 16, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$51,298,853
EDGAR ↗Oct 15, 2019Healthcare Hospitality II DSTDOther Real Estate$18,114,363$8,086,400
EDGAR ↗Oct 2, 2019DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$4,999,180
EDGAR ↗Oct 2, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$50,539,588
EDGAR ↗Oct 2, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$23,273,346
EDGAR ↗Sep 30, 2019Self-Storage Portfolio IX DSTDOther Real Estate$17,857,732$2,585,406
EDGAR ↗Sep 27, 2019Custom Florida Medical L.L.C.DOther Real Estate$8,631,983$8,631,983
EDGAR ↗Sep 23, 2019MH Ventures 2019-1, LLCD/AOther Real Estate$24,770,000$3,474,558
EDGAR ↗Sep 19, 2019Self-Storage Portfolio VIII DSTD/AOther Real Estate$97,179,813$12,074,342
EDGAR ↗Sep 19, 2019DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$1,584,273
EDGAR ↗Sep 19, 2019Saint Paul Opportunity Zone, L.L.C.D/AOther Real Estate$30,726,806$14,490,014
EDGAR ↗Sep 19, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$41,130,849
EDGAR ↗Sep 19, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$23,073,449
EDGAR ↗Sep 13, 2019Self-Storage Portfolio VIII DSTD/AOther Real Estate$97,179,813$11,621,860
EDGAR ↗Sep 12, 2019Saint Paul Opportunity Zone, L.L.C.D/AOther Real Estate$30,726,806$13,291,982
EDGAR ↗Sep 12, 2019Self-Storage Portfolio VII DSTD/AOther Real Estate$66,230,446$38,155,715
EDGAR ↗Sep 6, 2019Self-Storage Portfolio VIII DSTD/AOther Real Estate$97,179,813$5,868,583
EDGAR ↗Sep 6, 2019DC MSA Multifamily DSTD/AOther Real Estate$39,280,105$1,023,555
EDGAR ↗Sep 6, 2019Saint Paul Opportunity Zone, L.L.C.D/AOther Real Estate$30,726,806$7,926,857
EDGAR ↗Sep 6, 2019Denver Hospitality Portfolio DSTD/AOther Real Estate$28,440,106$26,306,388
EDGAR ↗Sep 6, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$35,307,345
EDGAR ↗Sep 6, 2019Self-Storage Portfolio VII DSTD/AOther Real Estate$66,230,446$35,735,880
EDGAR ↗Sep 6, 2019Healthcare Portfolio VII DSTD/AOther Real Estate$55,172,296$54,398,296
EDGAR ↗Sep 6, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$89,946,980
EDGAR ↗Sep 6, 2019Healthcare Portfolio VI DSTD/AOther Real Estate$53,713,732$51,265,783
EDGAR ↗Sep 6, 2019Amarillo Self-Storage Portfolio DSTD/AOther Real Estate$5,486,879$5,142,795
EDGAR ↗Aug 29, 2019MH Ventures 2019-1, LLCD/AOther Real Estate$24,770,000$2,674,558
EDGAR ↗Aug 23, 2019DC MSA Multifamily DSTDOther Real Estate$39,280,105$219,539
EDGAR ↗Aug 23, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$28,219,741
EDGAR ↗Aug 23, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$26,663,786
EDGAR ↗Aug 22, 2019Self-Storage Portfolio VIII DSTDOther Real Estate$97,179,813$3,890,494
EDGAR ↗Aug 14, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$23,420,339
EDGAR ↗Aug 14, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$89,608,160
EDGAR ↗Aug 14, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$25,163,786
EDGAR ↗Aug 14, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$22,960,252
EDGAR ↗Aug 14, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$135,900,999
EDGAR ↗Aug 2, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$17,500,871
EDGAR ↗Aug 2, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$88,942,360
EDGAR ↗Aug 2, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$24,473,095
EDGAR ↗Aug 2, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$22,455,202
EDGAR ↗Jul 29, 2019Custom Tennessee Storage, L.L.C.D/AOther Real Estate$9,488,307$9,488,307
EDGAR ↗Jul 24, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$10,120,595
EDGAR ↗Jul 24, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$88,477,368
EDGAR ↗Jul 24, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$23,773,095
EDGAR ↗Jul 24, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$22,355,202
EDGAR ↗Jul 24, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$134,784,525
EDGAR ↗Jul 24, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$134,784,525
EDGAR ↗Jul 16, 2019Saint Paul Opportunity Zone, L.L.C.DOther Real Estate$30,726,806$2,889,077
EDGAR ↗Jul 12, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$3,067,017
EDGAR ↗Jul 12, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$86,699,106
EDGAR ↗Jul 12, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$23,393,095
EDGAR ↗Jul 12, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$22,191,900
EDGAR ↗Jul 12, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$134,484,524
EDGAR ↗Jul 10, 2019Custom Tennessee Storage, L.L.C.DOther Real Estate$9,488,307$0
EDGAR ↗Jul 3, 2019Sun Belt Multifamily Portfolio II DSTD/AOther Real Estate$67,591,872$2,276,267
EDGAR ↗Jul 3, 2019Healthcare Portfolio VII DSTD/AOther Real Estate$55,172,296$20,867,253
EDGAR ↗Jul 3, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$84,105,839
EDGAR ↗Jul 3, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$21,943,786
EDGAR ↗Jul 3, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$134,337,781
EDGAR ↗Jun 25, 2019Healthcare Portfolio VI DSTD/AOther Real Estate$53,713,732$45,162,391
EDGAR ↗Jun 24, 2019Denver Hospitality Portfolio DSTD/AOther Real Estate$28,440,106$12,937,890
EDGAR ↗Jun 21, 2019Sun Belt Multifamily Portfolio II DSTDOther Real Estate$67,591,872$332,265
EDGAR ↗Jun 21, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$76,909,392
EDGAR ↗Jun 21, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$21,253,817
EDGAR ↗Jun 21, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$133,127,374
EDGAR ↗Jun 13, 2019Self-Storage Portfolio VII DSTD/AOther Real Estate$66,230,446$5,524,152
EDGAR ↗Jun 7, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$51,070,262
EDGAR ↗Jun 7, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$22,943,095
EDGAR ↗Jun 7, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$19,885,958
EDGAR ↗Jun 7, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$132,853,589
EDGAR ↗Jun 7, 2019Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$97,975,419
EDGAR ↗Jun 5, 2019MH Ventures 2019-1, LLCDOther Real Estate$24,770,000$270,000
EDGAR ↗May 29, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$22,193,095
EDGAR ↗May 28, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$29,817,408
EDGAR ↗May 28, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$22,193,095
EDGAR ↗May 28, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$18,710,997
EDGAR ↗May 28, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$130,642,039
EDGAR ↗May 24, 2019Denver Hospitality Portfolio DSTDOther Real Estate$28,440,106$6,170,602
EDGAR ↗May 15, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$24,200,021
EDGAR ↗May 15, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$21,993,095
EDGAR ↗May 15, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$17,567,284
EDGAR ↗May 13, 2019Self-Storage Portfolio VII DSTDOther Real Estate$66,230,446$432,317
EDGAR ↗May 3, 2019Healthcare Portfolio VI DSTD/AOther Real Estate$53,706,501$39,903,922
EDGAR ↗May 1, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$19,967,635
EDGAR ↗May 1, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$20,768,132
EDGAR ↗May 1, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$13,399,787
EDGAR ↗May 1, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$130,405,030
EDGAR ↗Apr 16, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$12,695,616
EDGAR ↗Apr 16, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$11,067,099
EDGAR ↗Apr 16, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$18,795,107
EDGAR ↗Apr 16, 2019Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$97,210,958
EDGAR ↗Apr 16, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$128,158,215
EDGAR ↗Apr 11, 2019Healthcare Portfolio VII DSTDOther Real Estate$55,172,296$2,218,405
EDGAR ↗Apr 3, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$8,648,360
EDGAR ↗Apr 3, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$15,348,226
EDGAR ↗Apr 3, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$3,575,840
EDGAR ↗Apr 3, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$127,765,835
EDGAR ↗Apr 3, 2019Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$97,109,456
EDGAR ↗Mar 21, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$5,853,673
EDGAR ↗Mar 21, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$11,902,446
EDGAR ↗Mar 20, 2019Sun Belt Multifamily Portfolio DSTD/AOther Real Estate$89,946,980$1,952,390
EDGAR ↗Mar 20, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$126,235,605
EDGAR ↗Mar 20, 2019Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$96,827,724
EDGAR ↗Mar 14, 2019Healthcare Portfolio VI DSTD/AOther Real Estate$53,706,501$14,523,637
EDGAR ↗Mar 7, 2019Self-Storage Portfolio VI, DSTD/AOther Real Estate$26,663,786$10,009,535
EDGAR ↗Mar 7, 2019Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$96,511,093
EDGAR ↗Mar 7, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$124,878,269
EDGAR ↗Mar 6, 2019Sun Belt Multifamily Portfolio DSTDOther Real Estate$89,946,980$801,285
EDGAR ↗Mar 6, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$3,289,946
EDGAR ↗Feb 21, 2019Self-Storage Portfolio VI, DSTDOther Real Estate$26,663,786$4,587,032
EDGAR ↗Feb 21, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$1,064,504
EDGAR ↗Feb 21, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$119,793,263
EDGAR ↗Feb 20, 2019Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$95,582,241
EDGAR ↗Feb 14, 2019Healthcare Portfolio VI DSTD/AOther Real Estate$53,706,501$7,952,564
EDGAR ↗Feb 12, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$100,701,745
EDGAR ↗Feb 12, 2019Fort Myers Multifamily DSTD/AOther Real Estate$23,971,364$409,871
EDGAR ↗Jan 29, 2019Fort Myers Multifamily DSTDOther Real Estate$23,971,364$33,571
EDGAR ↗Jan 29, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$97,762,222
EDGAR ↗Jan 29, 2019Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$94,177,426
EDGAR ↗Jan 18, 2019Healthcare Portfolio VI DSTDOther Real Estate$53,706,501$959,654
EDGAR ↗Jan 16, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$83,721,579
EDGAR ↗Jan 16, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$83,721,579
EDGAR ↗Jan 16, 2019Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$92,973,386
EDGAR ↗Jan 4, 2019Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$92,767,380
EDGAR ↗Jan 4, 2019National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$62,068,055
EDGAR ↗Jan 4, 2019Inland Retail Property Fund, LPD/APooled Investment FundIndefinite$202,000,000
EDGAR ↗Dec 21, 2018National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$53,340,363
EDGAR ↗Dec 21, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$90,709,745
EDGAR ↗Dec 12, 2018National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$37,469,207
EDGAR ↗Dec 12, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$88,902,092
EDGAR ↗Dec 10, 2018Healthcare Portfolio V DSTD/AOther Real Estate$59,879,155$58,156,169
EDGAR ↗Nov 29, 2018National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$24,193,291
EDGAR ↗Nov 29, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$87,145,913
EDGAR ↗Nov 16, 2018Amarillo Self-Storage Portfolio DSTD/AOther Real Estate$5,486,879$1,902,105
EDGAR ↗Nov 16, 2018InPoint Commercial Real Estate Income, Inc.D/AREITS and Finance$500,000,000$141,118,691
EDGAR ↗Nov 15, 2018Healthcare Portfolio V DSTD/AOther Real Estate$59,879,155$53,086,836
EDGAR ↗Nov 14, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$83,084,155
EDGAR ↗Nov 14, 2018National Multifamily Portfolio IV DSTD/AOther Real Estate$138,158,359$21,444,930
EDGAR ↗Nov 7, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$78,403,618
EDGAR ↗Oct 30, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$36,438,160
EDGAR ↗Oct 30, 2018National Multifamily Portfolio IV DSTDOther Real Estate$138,158,359$13,486,345
EDGAR ↗Oct 30, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$78,403,618
EDGAR ↗Oct 30, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$115,374,057
EDGAR ↗Oct 17, 2018Healthcare Portfolio V DSTD/AOther Real Estate$59,879,155$39,114,786
EDGAR ↗Oct 17, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$61,357,550
EDGAR ↗Oct 12, 2018Healthcare Hospitality DSTD/AOther Real Estate$26,946,196$23,637,951
EDGAR ↗Oct 4, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$50,510,869
EDGAR ↗Oct 4, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$36,225,160
EDGAR ↗Oct 4, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$115,118,138
EDGAR ↗Oct 4, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$100,617,339
EDGAR ↗Sep 27, 2018Healthcare Portfolio V DSTDOther Real Estate$59,879,155$16,545,297
EDGAR ↗Sep 27, 2018Amarillo Self-Storage Portfolio DSTDOther Real Estate$5,486,879$1,123,524
EDGAR ↗Sep 24, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$36,125,160
EDGAR ↗Sep 24, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$114,618,138
EDGAR ↗Sep 24, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$100,340,027
EDGAR ↗Sep 21, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$37,973,550
EDGAR ↗Sep 12, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$112,394,593
EDGAR ↗Sep 12, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$30,875,762
EDGAR ↗Sep 12, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$23,233,111
EDGAR ↗Aug 30, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$30,660,681
EDGAR ↗Aug 29, 2018Healthcare Hospitality DSTDOther Real Estate$26,946,196$11,973,607
EDGAR ↗Aug 29, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$18,596,920
EDGAR ↗Aug 29, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$111,498,330
EDGAR ↗Aug 29, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$100,090,027
EDGAR ↗Aug 16, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$9,184,318
EDGAR ↗Aug 16, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$28,229,394
EDGAR ↗Aug 16, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$99,393,082
EDGAR ↗Aug 16, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$109,438,331
EDGAR ↗Aug 7, 2018Florida Multifamily Portfolio II DSTD/AOther Real Estate$98,479,389$2,478,576
EDGAR ↗Aug 7, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$26,848,336
EDGAR ↗Aug 7, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$106,064,670
EDGAR ↗Aug 7, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$99,185,757
EDGAR ↗Jul 24, 2018Florida Multifamily Portfolio II DSTDOther Real Estate$98,479,389$474,503
EDGAR ↗Jul 24, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$96,860,354
EDGAR ↗Jul 24, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$22,548,964
EDGAR ↗Jul 24, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$99,133,938
EDGAR ↗Jul 10, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$15,928,669
EDGAR ↗Jul 10, 2018Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$91,622,899
EDGAR ↗Jul 10, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$96,696,616
EDGAR ↗Jul 10, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$87,368,598
EDGAR ↗Jun 28, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$14,152,620
EDGAR ↗Jun 28, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$79,213,436
EDGAR ↗Jun 28, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$93,885,310
EDGAR ↗Jun 14, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$8,726,546
EDGAR ↗Jun 14, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$65,566,058
EDGAR ↗Jun 14, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$90,691,636
EDGAR ↗Jun 6, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$53,345,896
EDGAR ↗Jun 6, 2018Florida Multifamily Portfolio DSTD/AOther Real Estate$36,472,643$5,594,911
EDGAR ↗Jun 5, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$85,328,517
EDGAR ↗Jun 5, 2018Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$91,580,456
EDGAR ↗Jun 5, 2018Colorado Springs Multifamily DSTD/AOther Real Estate$28,974,578$28,974,578
EDGAR ↗May 22, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$44,080,291
EDGAR ↗May 22, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$84,011,082
EDGAR ↗May 21, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$44,080,291
EDGAR ↗May 21, 2018Florida Multifamily Portfolio DSTDOther Real Estate$36,472,643$2,054,911
EDGAR ↗May 21, 2018Colorado Springs Multifamily DSTD/AOther Real Estate$28,974,578$28,396,357
EDGAR ↗May 8, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$32,133,372
EDGAR ↗May 8, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$78,002,387
EDGAR ↗May 8, 2018Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$91,482,267
EDGAR ↗May 4, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$71,614,470
EDGAR ↗Apr 25, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$24,133,372
EDGAR ↗Apr 25, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$71,614,470
EDGAR ↗Apr 25, 2018Colorado Springs Multifamily DSTD/AOther Real Estate$28,974,578$28,072,204
EDGAR ↗Apr 12, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$68,393,274
EDGAR ↗Apr 12, 2018Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$91,368,870
EDGAR ↗Apr 12, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$14,355,038
EDGAR ↗Apr 12, 2018Colorado Springs Multifamily DSTD/AOther Real Estate$28,974,578$27,886,174
EDGAR ↗Mar 30, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$59,737,773
EDGAR ↗Mar 30, 2018Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$86,062,169
EDGAR ↗Mar 29, 2018Colorado Multifamily Portfolio IV DSTD/AOther Real Estate$115,374,057$3,539,131
EDGAR ↗Mar 29, 2018Colorado Springs Multifamily DSTD/AOther Real Estate$28,974,578$27,626,246
EDGAR ↗Mar 16, 2018Healthcare Portfolio IV DSTD/AOther Real Estate$39,990,338$33,351,732
EDGAR ↗Mar 15, 2018Colorado Multifamily Portfolio IV DSTDOther Real Estate$115,374,057$959,370
EDGAR ↗Mar 15, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$52,471,254
EDGAR ↗Mar 14, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$52,471,254
EDGAR ↗Mar 14, 2018Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$85,560,453
EDGAR ↗Mar 14, 2018Colorado Springs Multifamily DSTD/AOther Real Estate$28,974,578$27,370,069
EDGAR ↗Mar 1, 2018Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$70,519,809
EDGAR ↗Mar 1, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$38,607,167
EDGAR ↗Mar 1, 2018Colorado Springs Multifamily DSTD/AOther Real Estate$28,974,578$26,509,926
EDGAR ↗Mar 1, 2018National Multifamily Portfolio II DSTD/AOther Real Estate$63,028,537$63,028,537
EDGAR ↗Feb 22, 2018Healthcare Portfolio IV DSTD/AOther Real Estate$39,990,338$19,402,724
EDGAR ↗Feb 14, 2018Colorado Springs Multifamily DSTD/AOther Real Estate$28,974,578$25,611,474
EDGAR ↗Feb 14, 2018Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$65,289,293
EDGAR ↗Feb 14, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$32,218,785
EDGAR ↗Feb 14, 2018National Multifamily Portfolio II DSTD/AOther Real Estate$63,028,537$62,852,604
EDGAR ↗Feb 9, 2018Healthcare Portfolio IV DSTD/AOther Real Estate$39,990,338$15,278,733
EDGAR ↗Feb 1, 2018Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$42,160,191
EDGAR ↗Jan 31, 2018National Multifamily Portfolio II DSTD/AOther Real Estate$63,028,537$61,577,361
EDGAR ↗Jan 31, 2018Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$42,160,191
EDGAR ↗Jan 31, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$14,189,973
EDGAR ↗Jan 31, 2018Colorado Springs Multifamily DSTD/AOther Real Estate$28,974,578$21,255,898
EDGAR ↗Jan 31, 2018National Multifamily Portfolio II DSTD/AOther Real Estate$63,028,537$61,577,361
EDGAR ↗Jan 29, 2018Healthcare Portfolio IV DSTDOther Real Estate$39,990,338$5,102,988
EDGAR ↗Jan 17, 2018National Multifamily Portfolio III DSTD/AOther Real Estate$100,617,339$9,495,731
EDGAR ↗Jan 16, 2018Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$32,048,692
EDGAR ↗Jan 16, 2018National Multifamily Portfolio II DSTD/AOther Real Estate$63,028,537$61,271,580
EDGAR ↗Jan 16, 2018Colorado Springs Multifamily DSTD/AOther Real Estate$28,974,578$20,680,250
EDGAR ↗Jan 9, 2018Inland Retail Property Fund, LPD/APooled Investment FundIndefinite$202,000,000
EDGAR ↗Dec 29, 2017National Multifamily Portfolio III DSTDOther Real Estate$100,617,339$2,490,058
EDGAR ↗Dec 29, 2017Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$16,021,274
EDGAR ↗Dec 29, 2017Colorado Springs Multifamily DSTD/AOther Real Estate$28,974,578$18,150,462
EDGAR ↗Dec 29, 2017Healthcare Portfolio III DSTD/AOther Real Estate$29,121,480$22,850,179
EDGAR ↗Dec 26, 2017IRPF LLCDREITS and Finance$62,500$62,500
EDGAR ↗Dec 21, 2017Healthcare Portfolio III DSTD/AOther Real Estate$29,121,480$19,726,018
EDGAR ↗Dec 18, 2017Colorado Multifamily Portfolio III DSTD/AOther Real Estate$91,625,622$9,597,281
EDGAR ↗Dec 18, 2017National Multifamily Portfolio II DSTD/AOther Real Estate$63,028,537$57,803,820

Showing the latest 1,000 of 1,162 filings; the activity count, Key records §5 and the industry history below are computed over all 1,162.

Activity: 8 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 21, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Commercial (2009), REITS and Finance (2010), Other Real Estate (2012–2016), REITS and Finance (2016), Other Real Estate (2016), Pooled Investment Fund (2017), Other Real Estate (2017), REITS and Finance (2017), Other Real Estate (2017–2020), REITS and Finance (2020), Other Real Estate (2020–2022), Commercial (2022), Other Real Estate (2022–2023), Commercial (2023), REITS and Finance (2023), Other Real Estate (2023), Residential (2023), Other Real Estate (2024), REITS and Finance (2024), Other Real Estate (2024), Residential (2024), Other Real Estate (2024–2025), Residential (2025), Other Real Estate (2025), REITS and Finance (2025). Latest offering: Other Real Estate (2026; most recent Sep 17, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
IP Inland Private Capital Corporation entityExecutive Officer, Promoter146Oct 15, 2013 → Oct 21, 2026
KL Keith D. LampiExecutive Officer, Director93Oct 2, 2014 → Mar 9, 2026
KL Keith LampiExecutive Officer, Director22Feb 10, 2015 → Apr 19, 2024
MF Matthew FriesExecutive Officer13Feb 5, 2026 → Oct 21, 2026
RM Roberta S MatlinPromoter, Executive Officer, Director13Jul 8, 2009 → Dec 31, 2020
JB Joseph E. BinderExecutive Officer12Oct 2, 2014 → Dec 31, 2025
DG Daniel L GoodwinExecutive Officer, Director11Jul 8, 2009 → Dec 20, 2022
RS Rahul SehgalExecutive Officer10Oct 2, 2014 → Dec 31, 2025
MS Mitchell A SabshonExecutive Officer, Director10Feb 1, 2018 → Aug 15, 2023
EN Ella S. NeylandDirector, Executive Officer8Apr 19, 2024 → Feb 5, 2026
RP Robert D ParksExecutive Officer, Director6Jul 8, 2009 → Aug 14, 2019
JK Jerry KyriazisExecutive Officer5Nov 20, 2020 → Dec 31, 2025
CH Cathleen M HrtanekExecutive Officer5Jul 8, 2009 → Aug 23, 2024
RC Roderick S. CurtisExecutive Officer, Director5Nov 18, 2016 → Aug 23, 2024
CL Catherine LynchDirector5Feb 1, 2018 → Aug 14, 2019
GG Guadalupe GriffinExecutive Officer4Jul 8, 2009 → Apr 29, 2025
RB Ravi BansalExecutive Officer, Director4Jun 5, 2019 → Aug 23, 2024
CP Capital Corporation Inland PrivatePromoter4Oct 16, 2015 → Mar 16, 2018
IM IPCC Multifamily Depositor DST entityExecutive Officer4Dec 30, 2016 → Sep 26, 2017
DZ Daniel W. ZatloukalExecutive Officer3Oct 2, 2014 → Dec 31, 2025
KO Kristin A. OrlandoExecutive Officer3Apr 19, 2024 → Dec 31, 2025
CL Catherine L. LynchExecutive Officer, Director3Nov 18, 2016 → Apr 29, 2025
SP Sandra L. PerionExecutive Officer3Jun 5, 2019 → Dec 20, 2024
LP II, L.L.C. Healthcare PortfolioPromoter3Mar 23, 2017 → Mar 16, 2018
EP Exchange, L.L.C. Healthcare Portfolio IIPromoter3Mar 23, 2017 → Mar 16, 2018
DR Daniel RigbyDirector2Apr 19, 2024 → Dec 31, 2025
DK Denise C. KramerExecutive Officer2Apr 19, 2024 → Dec 31, 2025
MR Michael W. ReidDirector2Apr 19, 2024 → Dec 31, 2025
NK Nati N. KiferbaumDirector, Executive Officer2Apr 19, 2024 → Apr 29, 2025
IV Inland Venture Partners, LLC entityPromoter, Executive Officer2Mar 24, 2023 → Apr 4, 2025
MC Matthew ConwayExecutive Officer2Mar 24, 2023 → Dec 20, 2024
MC Mark J. CosenzaExecutive Officer2Jan 10, 2017 → Dec 31, 2020
AH Alexander M. HlavacekExecutive Officer2Jan 10, 2017 → Dec 31, 2020
HF Howard M. FieldsExecutive Officer2Jan 10, 2017 → Dec 31, 2020
JH Janet HeintzExecutive Officer2Jan 10, 2017 → Dec 31, 2020
PB Prashant BodhanwalaExecutive Officer2Jan 10, 2017 → Jan 4, 2019
OS Orlando Student Housing Exchange, L.L.C. entityExecutive Officer2Oct 5, 2015 → Jan 26, 2016
OS Orlando Student Housing, L.L.C. entityExecutive Officer2Oct 5, 2015 → Jan 26, 2016
BG Brenda Gail GujralExecutive Officer2Jul 8, 2009 → Oct 2, 2014
HL Heidi LawtonDirector2Dec 30, 2010 → Dec 30, 2010
JH Joel HerterDirector2Dec 30, 2010 → Dec 30, 2010
MZ Mark ZalatorisExecutive Officer2Dec 30, 2010 → Dec 30, 2010
BB Beth Sprecher BrooksExecutive Officer2Dec 30, 2010 → Dec 30, 2010
TA Thomas D'ArcyDirector2Dec 30, 2010 → Dec 30, 2010
TM Thomas McAuleyDirector2Dec 30, 2010 → Dec 30, 2010
WA William AndersonExecutive Officer2Dec 30, 2010 → Dec 30, 2010
BB Brett BrownExecutive Officer2Dec 30, 2010 → Dec 30, 2010
KR Kristi RankinExecutive Officer2Dec 30, 2010 → Dec 30, 2010
JS Joel SimmonsDirector2Dec 30, 2010 → Dec 30, 2010
DC D. Scott CarrExecutive Officer2Dec 30, 2010 → Dec 30, 2010
TM Thomas McWilliamsDirector2Dec 30, 2010 → Dec 30, 2010
IL Inland Long Island Residential Exchange, L.L.C. entityExecutive Officer1Mar 9, 2026 → Oct 21, 2026
IL Inland Long Island Residential, L.L.C. entityExecutive Officer1Mar 9, 2026 → Oct 21, 2026
IN Inland NJ Senior Living, L.L.C. entityExecutive Officer1Oct 21, 2025 → Oct 20, 2026
IN Inland NJ Senior Living Exchange, L.L.C. entityExecutive Officer1Oct 21, 2025 → Oct 20, 2026
IM Inland MN Med Apt Development Manager, L.L.C. entityExecutive Officer1Sep 17, 2026 → Sep 17, 2026
ZC Zero Coupon Essential Portfolio II, L.L.C. entityExecutive Officer1Mar 8, 2023 → Apr 30, 2026
ZE ZC Essential Portfolio II Exchange, L.L.C. entityExecutive Officer1Mar 8, 2023 → Apr 30, 2026
IM Inland Mokena Senior Living Exchange, L.L.C. entityExecutive Officer1Apr 8, 2026 → Apr 8, 2026
IM Inland Mokena Senior Living, L.L.C. entityExecutive Officer1Apr 8, 2026 → Apr 8, 2026

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Inland.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Inland as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Inland's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #97,392 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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