Sponsor Check › Wheaton Multifamily › Issuer
Other · organized in DELAWARE · formed 2025 · OAK BROOK, IL · SEC CIK 2113730
Part of sponsor group: Wheaton Multifamily (5 issuers, 66 filings) · grouped because: shared people, same business address · confidence 89% · Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Oct 21, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
Not yet searched.
Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
Not yet searched.
Sources to be searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. State securities regulator actions: not yet searched. · Search queued. Results are added automatically; check back later or follow this page to be notified.
Not yet searched.
Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
Coming soon.
What will be compared: what the sponsor says publicly (website, marketing materials, claimed profile) against what public records show — SEC Form D filings, Form ADV adviser registration, and state business records. Every comparison is reviewed by a person before it is published.
No comparisons published yet.
Sources to be compared: sponsor public claims · SEC Form D · SEC Form ADV (IAPD) · state business records · As of Oct 23, 2026, 9:16 PM ET.
1 of 1 offering reports sales commissions totalling $8,498,969; 0 report finder's fees; 1 reports proceeds to related persons totalling $6,799,456. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 21, 2026 D/A 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 ↗ |
As reported by the issuer on Form D (Items 12–15), latest filing per offering. "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.
Each filing as reported by the issuer. Open a row for the full plain-English detail.
| Filing | Form D/A (amendment) filed Oct 21, 2026 · amends 0002113730-26-000014 ↗ SEC file no. 021-575818 · accession 0002113730-26-000015 |
|---|---|
| Raise progress | $57,419,416 sold of $107,581,888 offered (53%) · $50,162,472 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Oct 21, 2026 (240 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 136 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CA, CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, IN, NJ, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA, MA Stifel Nicolaus & Co., Inc. — FINRA BrokerCheck CRD 793 ↗ Solicits in: CA, CO, FL, GA, HI, MO, TN, TX Realized Financial, Inc. — FINRA BrokerCheck CRD 22333 ↗ Solicits in: CA, PA, TX, WA FNEX Capital, LLC — FINRA BrokerCheck CRD 166316 ↗ Solicits in: IL DAI Securities LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: CA, FL, IL, NY, PA Cambridge Investment Research, Inc. — FINRA BrokerCheck CRD 39543 ↗ Solicits in: AZ, NV, NY, UT, WI Park Avenue Securities LLC — FINRA BrokerCheck CRD 46173 ↗ Solicits in: CA, NJ, NY 1031 Securities Inc. — FINRA BrokerCheck CRD 326590 ↗ Solicits in: NY American Investors Company — FINRA BrokerCheck CRD 38 ↗ Solicits in: CA, CO Private Client Services, LLC — FINRA BrokerCheck CRD 120222 ↗ Solicits in: CA Calton & Associates, Inc. — FINRA BrokerCheck CRD 20999 ↗ Solicits in: CA Investment Security Corporation — FINRA BrokerCheck CRD 47536 ↗ Solicits in: CA Capulent LLC — FINRA BrokerCheck CRD 155155 ↗ Solicits in: CA American Trust Investment Services, Inc. — FINRA BrokerCheck CRD 3001 ↗ Solicits in: CA McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗ Solicits in: CA J.W. Cole Financial, Inc. — FINRA BrokerCheck CRD 124583 ↗ Solicits in: OR Centaurus Financial, Inc. — FINRA BrokerCheck CRD 30833 ↗ Solicits in: CO, IL MML Investors Services Inc. — FINRA BrokerCheck CRD 10409 ↗ Solicits in: CA Investment Planners, Inc. — FINRA BrokerCheck CRD 18557 ↗ Solicits in: TX American Investors Co Lsy Dba — FINRA BrokerCheck CRD 38 ↗ Solicits in: CO Rainmaker Securities, LLC — FINRA BrokerCheck CRD 132995 ↗ Solicits in: CA Hilltop Securities Inc. — FINRA BrokerCheck CRD 6220 ↗ Solicits in: TX Lincoln Investment Planning, Inc. — FINRA BrokerCheck CRD 519 ↗ Solicits in: MD |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Oct 21, 2026) |
| Changes vs prior filing | total sold: $54,350,955 → $57,419,416 investors: 128 → 136 Compared with the D/A filed Oct 6, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 136. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the EDGAR daily index |
| Filing | Form D/A (amendment) filed Oct 6, 2026 · amends 0002113730-26-000013 ↗ SEC file no. 021-575818 · accession 0002113730-26-000014 |
|---|---|
| Raise progress | $54,350,955 sold of $107,581,888 offered (51%) · $53,230,933 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Oct 6, 2026 (225 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 128 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CA, CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, IN, NJ, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA, MA Stifel Nicolaus & Co., Inc. — FINRA BrokerCheck CRD 793 ↗ Solicits in: CA, CO, FL, GA, HI, TN, TX Realized Financial, Inc. — FINRA BrokerCheck CRD 22333 ↗ Solicits in: CA, PA, TX, WA FNEX Capital, LLC — FINRA BrokerCheck CRD 166316 ↗ Solicits in: IL DAI Securities LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: CA, FL, IL, NY, PA Cambridge Investment Research, Inc. — FINRA BrokerCheck CRD 39543 ↗ Solicits in: AZ, NV, NY, UT Park Avenue Securities LLC — FINRA BrokerCheck CRD 46173 ↗ Solicits in: CA, NJ, NY 1031 Securities Inc. — FINRA BrokerCheck CRD 326590 ↗ Solicits in: NY American Investors Company — FINRA BrokerCheck CRD 38 ↗ Solicits in: CA, CO Private Client Services, LLC — FINRA BrokerCheck CRD 120222 ↗ Solicits in: CA Calton & Associates, Inc. — FINRA BrokerCheck CRD 20999 ↗ Solicits in: CA Investment Security Corporation — FINRA BrokerCheck CRD 47536 ↗ Solicits in: CA Capulent LLC — FINRA BrokerCheck CRD 155155 ↗ Solicits in: CA American Trust Investment Services, Inc. — FINRA BrokerCheck CRD 3001 ↗ Solicits in: CA McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗ Solicits in: CA J.W. Cole Financial, Inc. — FINRA BrokerCheck CRD 124583 ↗ Solicits in: OR Centaurus Financial, Inc. — FINRA BrokerCheck CRD 30833 ↗ Solicits in: CO, IL MML Investors Services Inc. — FINRA BrokerCheck CRD 10409 ↗ Solicits in: CA Investment Planners, Inc. — FINRA BrokerCheck CRD 18557 ↗ Solicits in: TX American Investors Co Lsy Dba — FINRA BrokerCheck CRD 38 ↗ Solicits in: CO Rainmaker Securities, LLC — FINRA BrokerCheck CRD 132995 ↗ Solicits in: CA Hilltop Securities Inc. — FINRA BrokerCheck CRD 6220 ↗ Solicits in: TX Lincoln Investment Planning, Inc. — FINRA BrokerCheck CRD 519 ↗ Solicits in: MD |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Oct 6, 2026) |
| Changes vs prior filing | total sold: $46,593,740 → $54,350,955 investors: 114 → 128 Compared with the D/A filed Sep 2, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 128. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the EDGAR daily index |
| Filing | Form D/A (amendment) filed Sep 2, 2026 · amends 0002113730-26-000012 ↗ SEC file no. 021-575818 · accession 0002113730-26-000013 |
|---|---|
| Raise progress | $46,593,740 sold of $107,581,888 offered (43%) · $60,988,148 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Sep 2, 2026 (191 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 114 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CA, CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, IN, NJ, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA, MA Stifel Nicolaus & Co., Inc. — FINRA BrokerCheck CRD 793 ↗ Solicits in: CA, CO, FL, GA, HI, TN, TX Realized Financial, Inc. — FINRA BrokerCheck CRD 22333 ↗ Solicits in: CA, PA, TX, WA FNEX Capital, LLC — FINRA BrokerCheck CRD 166316 ↗ Solicits in: IL DAI Securities LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: CA, FL, IL, NY, PA Cambridge Investment Research, Inc. — FINRA BrokerCheck CRD 39543 ↗ Solicits in: AZ, NV, NY, UT Park Avenue Securities LLC — FINRA BrokerCheck CRD 46173 ↗ Solicits in: NJ, NY 1031 Securities Inc. — FINRA BrokerCheck CRD 326590 ↗ Solicits in: NY American Investors Company — FINRA BrokerCheck CRD 38 ↗ Solicits in: CA Private Client Services, LLC — FINRA BrokerCheck CRD 120222 ↗ Solicits in: CA Calton & Associates, Inc. — FINRA BrokerCheck CRD 20999 ↗ Solicits in: CA Investment Security Corporation — FINRA BrokerCheck CRD 47536 ↗ Solicits in: CA Capulent LLC — FINRA BrokerCheck CRD 155155 ↗ Solicits in: CA American Trust Investment Services, Inc. — FINRA BrokerCheck CRD 3001 ↗ Solicits in: CA McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗ Solicits in: CA J.W. Cole Financial, Inc. — FINRA BrokerCheck CRD 124583 ↗ Solicits in: OR Centaurus Financial, Inc. — FINRA BrokerCheck CRD 30833 ↗ Solicits in: CO, IL MML Investors Services Inc. — FINRA BrokerCheck CRD 10409 ↗ Solicits in: CA Investment Planners, Inc. — FINRA BrokerCheck CRD 18557 ↗ Solicits in: TX |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Sep 2, 2026) |
| Changes vs prior filing | total sold: $44,599,678 → $46,593,740 investors: 107 → 114 Compared with the D/A filed Aug 21, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 114. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Aug 21, 2026 · amends 0002113730-26-000011 ↗ SEC file no. 021-575818 · accession 0002113730-26-000012 |
|---|---|
| Raise progress | $44,599,678 sold of $107,581,888 offered (41%) · $62,982,210 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Aug 21, 2026 (179 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 107 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CA, CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, IN, NJ, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA, MA Stifel Nicolaus & Co., Inc. — FINRA BrokerCheck CRD 793 ↗ Solicits in: CA, CO, FL, GA, HI, TN, TX Realized Financial, Inc. — FINRA BrokerCheck CRD 22333 ↗ Solicits in: CA, PA, TX, WA FNEX Capital, LLC — FINRA BrokerCheck CRD 166316 ↗ Solicits in: IL DAI Securities LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: CA, FL, IL, NY, PA Cambridge Investment Research, Inc. — FINRA BrokerCheck CRD 39543 ↗ Solicits in: AZ, NV, NY, UT Park Avenue Securities LLC — FINRA BrokerCheck CRD 46173 ↗ Solicits in: NJ, NY 1031 Securities Inc. — FINRA BrokerCheck CRD 326590 ↗ Solicits in: NY American Investors Company — FINRA BrokerCheck CRD 38 ↗ Solicits in: CA Private Client Services, LLC — FINRA BrokerCheck CRD 120222 ↗ Solicits in: CA Calton & Associates, Inc. — FINRA BrokerCheck CRD 20999 ↗ Solicits in: CA Investment Security Corporation — FINRA BrokerCheck CRD 47536 ↗ Solicits in: CA Capulent LLC — FINRA BrokerCheck CRD 155155 ↗ Solicits in: CA American Trust Investment Services, Inc. — FINRA BrokerCheck CRD 3001 ↗ Solicits in: CA McDermott Investment Services, LLC — FINRA BrokerCheck CRD 154926 ↗ Solicits in: CA J.W. Cole Financial, Inc. — FINRA BrokerCheck CRD 124583 ↗ Solicits in: OR Centaurus Financial, Inc. — FINRA BrokerCheck CRD 30833 ↗ Solicits in: CO, IL |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Aug 21, 2026) |
| Changes vs prior filing | total sold: $32,903,980 → $44,599,678 investors: 73 → 107 Compared with the D/A filed Jul 29, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 107. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Jul 29, 2026 · amends 0002113730-26-000010 ↗ SEC file no. 021-575818 · accession 0002113730-26-000011 |
|---|---|
| Raise progress | $32,903,980 sold of $107,581,888 offered (31%) · $74,677,908 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Jul 29, 2026 (156 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 73 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CA, CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, NJ, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA, MA Stifel Nicolaus & Co., Inc. — FINRA BrokerCheck CRD 793 ↗ Solicits in: GA, HI, TN, TX Realized Financial, Inc. — FINRA BrokerCheck CRD 22333 ↗ Solicits in: PA, TX, WA FNEX Capital, LLC — FINRA BrokerCheck CRD 166316 ↗ Solicits in: IL DAI Securities LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: IL, PA Cambridge Investment Research, Inc. — FINRA BrokerCheck CRD 39543 ↗ Solicits in: AZ, NV, NY Park Avenue Securities LLC — FINRA BrokerCheck CRD 46173 ↗ Solicits in: NJ, NY 1031 Securities Inc. — FINRA BrokerCheck CRD 326590 ↗ Solicits in: NY American Investors Company — FINRA BrokerCheck CRD 38 ↗ Solicits in: CA Private Client Services, LLC — FINRA BrokerCheck CRD 120222 ↗ Solicits in: CA Calton & Associates, Inc. — FINRA BrokerCheck CRD 20999 ↗ Solicits in: CA Investment Security Corporation — FINRA BrokerCheck CRD 47536 ↗ Solicits in: CA Capulent LLC — FINRA BrokerCheck CRD 155155 ↗ Solicits in: CA |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Jul 29, 2026) |
| Changes vs prior filing | total sold: $27,917,873 → $32,903,980 investors: 61 → 73 Compared with the D/A filed Jul 8, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 73. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Jul 8, 2026 · amends 0002113730-26-000009 ↗ SEC file no. 021-575818 · accession 0002113730-26-000010 |
|---|---|
| Raise progress | $27,917,873 sold of $107,581,888 offered (26%) · $79,664,015 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Jul 8, 2026 (135 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 61 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CA, CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA, MA Stifel Nicolaus & Co., Inc. — FINRA BrokerCheck CRD 793 ↗ Solicits in: GA, HI, TN Realized Financial, Inc. — FINRA BrokerCheck CRD 22333 ↗ Solicits in: PA, WA FNEX Capital, LLC — FINRA BrokerCheck CRD 166316 ↗ Solicits in: IL DAI Securities LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: IL, PA Cambridge Investment Research, Inc. — FINRA BrokerCheck CRD 39543 ↗ Solicits in: AZ, NY Park Avenue Securities LLC — FINRA BrokerCheck CRD 46173 ↗ Solicits in: NJ, NY 1031 Securities Inc. — FINRA BrokerCheck CRD 326590 ↗ Solicits in: NY American Investors Company — FINRA BrokerCheck CRD 38 ↗ Solicits in: CA Private Client Services, LLC — FINRA BrokerCheck CRD 120222 ↗ Solicits in: CA |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Jul 8, 2026) |
| Changes vs prior filing | total sold: $22,154,888 → $27,917,873 investors: 46 → 61 Compared with the D/A filed Jun 17, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 61. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Jun 17, 2026 · amends 0002113730-26-000008 ↗ SEC file no. 021-575818 · accession 0002113730-26-000009 |
|---|---|
| Raise progress | $22,154,888 sold of $107,581,888 offered (21%) · $85,427,000 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Jun 17, 2026 (114 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 46 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CA, CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA, MA Stifel Nicolaus & Co., Inc. — FINRA BrokerCheck CRD 793 ↗ Solicits in: GA, TN Realized Financial, Inc. — FINRA BrokerCheck CRD 22333 ↗ Solicits in: PA FNEX Capital, LLC — FINRA BrokerCheck CRD 166316 ↗ Solicits in: IL DAI Securities LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: IL Cambridge Investment Research, Inc. — FINRA BrokerCheck CRD 39543 ↗ Solicits in: AZ, NY Park Avenue Securities LLC — FINRA BrokerCheck CRD 46173 ↗ Solicits in: NJ 1031 Securities Inc. — FINRA BrokerCheck CRD 326590 ↗ Solicits in: NY |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Jun 17, 2026) |
| Changes vs prior filing | total sold: $18,620,273 → $22,154,888 investors: 37 → 46 Compared with the D/A filed Jun 4, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 46. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Jun 4, 2026 · amends 0002113730-26-000007 ↗ SEC file no. 021-575818 · accession 0002113730-26-000008 |
|---|---|
| Raise progress | $18,620,273 sold of $107,581,888 offered (17%) · $88,961,615 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Jun 4, 2026 (101 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 37 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CA, CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA, MA Stifel Nicolaus & Co., Inc. — FINRA BrokerCheck CRD 793 ↗ Solicits in: GA, TN Realized Financial, Inc. — FINRA BrokerCheck CRD 22333 ↗ Solicits in: PA FNEX Capital, LLC — FINRA BrokerCheck CRD 166316 ↗ Solicits in: IL DAI Securities LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: IL Cambridge Investment Research, Inc. — FINRA BrokerCheck CRD 39543 ↗ Solicits in: AZ |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Jun 4, 2026) |
| Changes vs prior filing | total sold: $17,992,773 → $18,620,273 investors: 35 → 37 Compared with the D/A filed May 21, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 37. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed May 21, 2026 · amends 0002113730-26-000006 ↗ SEC file no. 021-575818 · accession 0002113730-26-000007 |
|---|---|
| Raise progress | $17,992,773 sold of $107,581,888 offered (17%) · $89,589,115 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: May 21, 2026 (87 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 35 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CA, CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA, MA Stifel Nicolaus & Co., Inc. — FINRA BrokerCheck CRD 793 ↗ Solicits in: GA, TN Realized Financial, Inc. — FINRA BrokerCheck CRD 22333 ↗ Solicits in: PA FNEX Capital, LLC — FINRA BrokerCheck CRD 166316 ↗ Solicits in: IL DAI Securities LLC — FINRA BrokerCheck CRD 36673 ↗ Solicits in: IL |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (May 21, 2026) |
| Changes vs prior filing | total sold: $16,609,596 → $17,992,773 investors: 30 → 35 Compared with the D/A filed May 12, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 35. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed May 12, 2026 · amends 0002113730-26-000005 ↗ SEC file no. 021-575818 · accession 0002113730-26-000006 |
|---|---|
| Raise progress | $16,609,596 sold of $107,581,888 offered (15%) · $90,972,292 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: May 12, 2026 (78 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 30 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA Stifel Nicolaus & Co., Inc. — FINRA BrokerCheck CRD 793 ↗ Solicits in: GA, TN Realized Financial, Inc. — FINRA BrokerCheck CRD 22333 ↗ Solicits in: PA FNEX Capital, LLC — FINRA BrokerCheck CRD 166316 ↗ Solicits in: IL |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (May 12, 2026) |
| Changes vs prior filing | total sold: $13,334,602 → $16,609,596 investors: 20 → 30 Compared with the D/A filed Apr 15, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 30. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Apr 15, 2026 · amends 0002113730-26-000004 ↗ SEC file no. 021-575818 · accession 0002113730-26-000005 |
|---|---|
| Raise progress | $13,334,602 sold of $107,581,888 offered (12%) · $94,247,286 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Apr 15, 2026 (51 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 20 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA Stifel Nicolaus & Co., Inc. — FINRA BrokerCheck CRD 793 ↗ Solicits in: GA, TN |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Apr 15, 2026) |
| Changes vs prior filing | total sold: $10,623,955 → $13,334,602 investors: 14 → 20 Compared with the D/A filed Apr 1, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 20. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Apr 1, 2026 · amends 0002113730-26-000002 ↗ SEC file no. 021-575818 · accession 0002113730-26-000004 |
|---|---|
| Raise progress | $10,623,955 sold of $107,581,888 offered (10%) · $96,957,933 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Apr 1, 2026 (37 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 14 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: CO, PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA, NY Ameritas Investment Company, LLC — FINRA BrokerCheck CRD 14869 ↗ Solicits in: CA Alexander Capital, L.P. — FINRA BrokerCheck CRD 40077 ↗ Solicits in: CA |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Apr 1, 2026) |
| Changes vs prior filing | total sold: $1,597,661 → $10,623,955 investors: 5 → 14 Compared with the D/A filed Mar 20, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $25,000. Typical range for similar offerings: $15,000–$100,000. Offering size: $107,581,888. Typical range: $2,250,000–$16,950,000. Investors: 14. Typical range: 5–32. "Similar" = Other Real Estate offerings claiming 506(b) filed in the last 5 years (5,033 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Mar 20, 2026 · amends 0002113730-26-000001 ↗ SEC file no. 021-575818 · accession 0002113730-26-000002 |
|---|---|
| Raise progress | $1,597,661 sold of $107,581,888 offered (1%) · $105,984,227 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Mar 20, 2026 (25 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 5 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: PA Concorde Investment Services, LLC — FINRA BrokerCheck CRD 151604 ↗ Solicits in: CA |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Mar 20, 2026) |
| Changes vs prior filing | total sold: $1,312,500 → $1,597,661 investors: 2 → 5 Compared with the D filed Mar 9, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Mar 9, 2026 SEC file no. 021-575818 · accession 0002113730-26-000001 |
|---|---|
| Raise progress | $1,312,500 sold of $107,581,888 offered (1%) · $106,269,388 remaining Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. |
| Filing timing | Date of first sale: Feb 23, 2026 · Form D filed: Mar 9, 2026 (14 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 243 days (0.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 2 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.5 exclusion |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Pooled investment fund interests |
| Industry / issuer size | Other Real Estate · revenue range: Decline to Disclose |
| Who is paid to sell it | Emerson Equity LLC — FINRA BrokerCheck CRD 130032 ↗ Solicits in: PA |
| Money to insiders | Sales commissions: $8,498,969 (est.) · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $6,799,456 (est.) Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid. · 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. |
| Signed by | Kristin A. Orlando, Corporate Secretary of the Sponsor of the Issuer (Mar 9, 2026) |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
All Form D filings for this CIK on SEC EDGAR ↗. History: 1 new offering in the last 12 months · most recent filing Oct 21, 2026.
| Name | Relationship | Address state | On filings | Also listed on |
|---|---|---|---|---|
| Inland Long Island Residential Exchange, L.L.C. entity | Executive Officer Signatory Trustee of the Issuer | IL | Mar 9, 2026 → Oct 21, 2026 | — |
| Inland Long Island Residential, L.L.C. entity | Executive Officer Depositor of the Issuer | IL | Mar 9, 2026 → Oct 21, 2026 | — |
| Inland Private Capital Corporation entity | Executive Officer Sponsor of the Issuer | IL | Mar 9, 2026 → Oct 21, 2026 | 146 other issuers |
| Matthew Fries | Executive Officer President/Chief Executive Officer of the Sponsor of the Issuer | IL | Mar 9, 2026 → Oct 21, 2026 | 12 other issuers |
Executive officers, directors and promoters as self-reported by the issuer. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
Other issuers listing the same people:
Shared address: this business address appears on filings for 38 other issuers. Stated as a count only — many addresses are shared office buildings or registered agents.
Not yet searched. Sources to be searched: SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet collected. We store official links only (company website, verified via a profile claim) and the earliest archived date of the website; never personal or family accounts.
Export this report as PDF (all source links + data timestamp; members)
No corrections have been requested for this page.
The complete public-record profile for Inland Long Island Residential DST, plus the weekly new-filings list.
Only "Connect me" shares your details — with this sponsor, at a flat price we charge them, never tied to whether you invest. "Just researching" shares nothing.
Free. Tell us what's wrong and, if you can, where the correct public record is. Every request is logged with its status (received → under review → fixed / confirmed with source).
Sponsors may add a sourced explanation next to any fact on this page. Reviewed before publishing; never edits the public record.
Free. Get the "Claimed by sponsor" chip and a verified contact for corrections. Claiming never changes the public-record section.