Top1031

Broker-dealer · Form D Item 12

Arete Wealth Management, LLC

Arete Wealth Management, LLC (FINRA CRD 44856) is named in Item 12 of the Form D filings for 23 DST offerings with a Top1031 record, from 2010 to 2026.

FINRA CRD
44856
DST offerings
23
Sponsors
11
First named
2010
Latest named
2026
Source
SEC Form D, Item 12
FINRA BrokerCheck ↗

Item 12 does not report what any one firm was paid: selling commissions in a Form D are reported for the whole offering, so this page shows none.

A firm's appearance here is a fact from an SEC filing. It is not an endorsement, a rating or a recommendation of the firm or of any offering.

Offerings by year

Year first filedOfferings
20261
20255
20242
20234
20227
20123
20091

Offerings by sponsor

SponsorOfferings
ARCTRUST2
BDP Holdings1
Cunat5
Hamilton Point Investments1
Inland Private Capital5
Megatel (MCI Exchange)2
Moody National2
Net Lease Capital Advisors2
Peachtree Group1
Thompson National Properties1
Trilogy Real Estate Group1

Offerings that name Arete Wealth Management, LLC

Active (1)

Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.

Cunat Exchange X DSTCunatOtherSEC filing, Oct 1, 2026
$59.1MOct 1, 2026

Historical (22)

Cunat Exchange IXCunatMultifamilySEC filing, Mar 2, 2026
$14.6MAug 26, 2025
Historical
Cunat Exchange VIII DSTCunatMultifamily · Aurora, ILSEC filing, Mar 2, 2026
$19.0MAug 26, 2025
Historical
Casa Bandera ApartmentsHamilton Point InvestmentsMultifamily · Las Cruces, NMSEC filing, Jul 29, 2025
$20.7MJun 26, 2025
Sold out
Residence Inn Ocean Township (Oakhurst, NJ)Peachtree GroupHotel · Oakhurst (Ocean Township), NJSEC filing, Sep 22, 2025
$39.8MMay 8, 2025
Historical
BahamasMegatel (MCI Exchange)Multifamily · Royse City, TXSEC filing, Jan 30, 2025
$43.2MJan 30, 2025
Historical
National Senior Living Portfolio DSTInland Private CapitalMultifamily · Multi-state (3)SEC filing, Oct 2, 2025
$149.0MDec 6, 2024
Sold out
Amazon Robotic Fulfillment Center - North AndoverNet Lease Capital AdvisorsIndustrial · North Andover, MASEC filing, Jul 3, 2025
$591.8MOct 24, 2024
Sold out
Cunat Exchange VII DSTCunatMultifamily · Richmond, ILSEC filing, Aug 7, 2024
$41.1MDec 21, 2023
Historical
AnaCapriMegatel (MCI Exchange)Multifamily · Anna, TXSEC filing, Feb 22, 2024
$23.0MSep 27, 2023
Historical
Three National Logistics Properties Investors DSTNet Lease Capital AdvisorsIndustrialSEC filing, Jun 6, 2024
$812.1MFeb 16, 2023
Historical
Cunat Exchange VI DSTCunatMultifamilySEC filing, Oct 10, 2023
$30.8MJan 24, 2023
Historical
Lakewood Ranch SFR II DST (Artesia at Lakewood Ranch)Inland Private CapitalMultifamily · Bradenton, FLSEC filing, Sep 28, 2023
$62.6MOct 12, 2022
Historical
Cambria Hotel Austin DowntownMoody NationalHotel · Austin, TXSEC filing, Aug 12, 2024
$87.2MOct 11, 2022
Sold out
Sabre Corporation HeadquartersBDP HoldingsOffice · Southlake, TXSEC filing, Sep 15, 2023
$52.0MAug 24, 2022
Historical
Lowe's Home Improvement CenterARCTRUSTNet lease · Vestal, NYSEC filing, Aug 17, 2022
$12.2MAug 17, 2022
Historical
Somerset PharmacyARCTRUSTNet leaseSEC filing, Dec 6, 2022
$11.4MJul 15, 2022
Historical
Velo Village ApartmentsTrilogy Real Estate GroupMultifamily · Franklin, WISEC filing, Mar 7, 2023
$58.5MJun 17, 2022
Sold out
Moody RI SW Austin DSTMoody NationalOther · Austin, TXSEC filing, Mar 8, 2023
$40.0MMay 6, 2022
Historical
Gander Mountain - College Station, TXInland Private CapitalNet lease · College Station, TXSEC filing, Aug 23, 2012
$11.6MApr 19, 2012
Historical
Euclid Property and Madison PropertyInland Private CapitalMultifamilySEC filing, Aug 23, 2012
$3.4MApr 10, 2012
Historical
BB&T Financial CenterInland Private CapitalOffice · Winston-Salem, NCSEC filing, Aug 17, 2012
$24.5MMar 1, 2012
Sold out
Millennium Towne CenterThompson National PropertiesMultifamily · Baton Rouge, LASEC filing, Jul 29, 2010
$21.2MJun 22, 2009
Historical

Data updated Oct 1, 2026