Broker-dealer · Form D Item 12
Avantax Investment Services, Inc.
Avantax Investment Services, Inc. (FINRA CRD 13686) is named in Item 12 of the Form D filings for 39 DST offerings with a Top1031 record, from 2022 to 2026.
- FINRA CRD
- 13686
- DST offerings
- 39
- Sponsors
- 4
- First named
- 2022
- Latest named
- 2026
- Source
- SEC Form D, Item 12
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 filed | Offerings |
|---|---|
| 2025 | 4 |
| 2024 | 16 |
| 2023 | 8 |
| 2022 | 11 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| AEI Capital | 7 |
| Cantor Fitzgerald | 5 |
| Hines | 4 |
| Inland Private Capital | 23 |
Offerings that name Avantax Investment Services, Inc.
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.
$22.0MJul 23, 2025
Historical (38)
$82.3MMay 14, 2025
Historical
Summit Court ApartmentsInland Private CapitalMultifamily · Union Township, NJSEC filing, Mar 20, 2026
$83.7MMar 21, 2025Sold out
$120.5MDec 27, 2024
Sold out
National Senior Living Portfolio DSTInland Private CapitalMultifamily · Multi-state (3)SEC filing, Oct 2, 2025
$149.0MDec 6, 2024Sold out
$49.4MDec 6, 2024
Historical
Sawyer on LincolnInland Private CapitalMultifamily · Columbia, South CarolinaSEC filing, Aug 4, 2025
$128.7MNov 6, 2024Sold out
$45.1MOct 16, 2024
Historical
Minneapolis MSA Senior Living Portfolio II DSTInland Private CapitalMultifamily · Lakeville and Savage, MNSEC filing, Jul 16, 2025
$56.0MOct 8, 2024Sold out
$37.7MSep 12, 2024
Historical
$49.9MAug 29, 2024
Sold out
IPC Self-Storage Portfolio XXI (Devon Self Storage)Inland Private CapitalSelf-storageSEC filing, Jan 3, 2025
$37.7MJun 14, 2024Sold out
$77.2MApr 24, 2024
Sold out
$51.9MMar 21, 2024
Historical
$72.1MMar 15, 2024
Sold out
$25.1MFeb 15, 2024
Historical
$124.7MFeb 14, 2024
Sold out
$28.3MDec 19, 2023
Sold out
$76.8MDec 8, 2023
Sold out
$54.5MOct 27, 2023
Sold out
$23.6MAug 31, 2023
Historical
$46.2MJul 14, 2023
Sold out
$26.8MApr 6, 2023
Historical
$27.6MFeb 13, 2023
Historical
$35.9MDec 6, 2022
Historical
$77.8MNov 23, 2022
Historical
Lakewood Ranch SFR II DST (Artesia at Lakewood Ranch)Inland Private CapitalMultifamily · Bradenton, FLSEC filing, Sep 28, 2023
$62.6MOct 12, 2022Historical
$164.0MAug 17, 2022
Sold out
$209.3MJul 8, 2022
Historical
$30.0MJun 10, 2022
Historical
$275.9MJun 7, 2022
Historical
$22.1MMay 17, 2022
Historical
The Cottages at Old MonroviaInland Private CapitalMultifamily · Huntsville, ALSEC filing, Sep 28, 2022
$50.0MMay 13, 2022Historical
Show all 38 offeringsShow fewer
Data updated Sep 6, 2026