Broker-dealer · Form D Item 12
Concorde Investment Services, LLC
Concorde Investment Services, LLC (FINRA CRD 151604) is named in Item 12 of the Form D filings for 203 DST offerings with a Top1031 record, from 2011 to 2026.
- FINRA CRD
- 151604
- DST offerings
- 203
- Sponsors
- 25
- First named
- 2011
- 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 |
|---|---|
| 2026 | 13 |
| 2025 | 29 |
| 2024 | 39 |
| 2023 | 36 |
| 2022 | 57 |
| 2021 | 1 |
| 2020 | 1 |
| 2012 | 15 |
| 2011 | 11 |
| 2010 | 1 |
Offerings by sponsor
Offerings that name Concorde Investment Services, LLC
Active (13)
Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.
$59.0MAug 17, 2026
$89.5MJul 31, 2026
$97.6MMay 22, 2026
$80.1MMay 22, 2026
$50.5MMar 16, 2026
$107.6MMar 9, 2026
$59.9MJan 23, 2026
$83.9MOct 3, 2025
805 Riverfront ApartmentsCottonwood CommunitiesMultifamily · West Sacramento, CASEC filing, Oct 2, 2026
$74.9MSep 30, 2025$268.3MSep 18, 2025
$36.0MSep 3, 2025
$22.0MJul 23, 2025
$136.3MDec 7, 2022
Recently fully subscribed (5)
IREX IV Industrial PortfolioInvesco Real Estate ExchangeIndustrial · Multi-state (2)SEC filing, Mar 10, 2026
$94.0MDec 10, 2025Sold out
IREX III Industrial Portfolio DSTInvesco Real Estate ExchangeIndustrial · Multi-state (2)SEC filing, Dec 10, 2025
$87.0MJul 15, 2025Sold out
$37.1MJul 9, 2025
Sold out
$168.5MFeb 25, 2025
Sold out
Louisville Logistics CenterJLL Exchange (JLLX)Industrial · Shepherdsville, KYSEC filing, Sep 12, 2025
$88.2MJul 11, 2023Sold out
Historical (185)
$23.4MJul 30, 2026
Historical
$28.8MMar 20, 2026
Sold out
Residence Inn by Marriott Houston Medical Center/NRG ParkMoody NationalHealthcare · Houston, TXSEC filing, Sep 11, 2026
$41.9MMar 2, 2026Historical
$40.2MJan 29, 2026
Historical
$28.1MJan 15, 2026
Historical
Residence Inn Omaha Downtown/Old Market AreaPeachtree GroupHotel · Omaha, NESEC filing, Mar 30, 2026
$27.6MJan 13, 2026Historical
$590.6MDec 15, 2025
Historical
AX Essential Retail Portfolio, DSTApolloNet lease · Ferndale, Burlington, Stanwood, and Mount Vernon, WASEC filing, Sep 28, 2026
$91.5MDec 11, 2025Historical
$21.6MOct 23, 2025
Sold out
$71.7MOct 3, 2025
Sold out
BR Diversified Industrial Portfolio 6Bluerock Value ExchangeIndustrial · Multi-state (3)SEC filing, May 19, 2026
$71.0MSep 3, 2025Sold out
Briggs & Union Apartments (Mount Laurel, NJ)BrookfieldMultifamily · Mount Laurel, NJSEC filing, Mar 27, 2026
$79.9MAug 28, 2025Historical
PG Dallas Industrial DST (Mansfield, TX)Peachtree GroupIndustrial · Mansfield, TexasSEC filing, Nov 6, 2025
$27.9MAug 21, 2025Historical
$42.5MJul 30, 2025
Historical
Minneapolis MSA Senior Living Portfolio IIInland Private CapitalOther · Monument, MNSEC filing, Mar 13, 2026
$77.3MJul 24, 2025Sold out
$35.5MJul 1, 2025
Historical
Casa Bandera ApartmentsHamilton Point InvestmentsMultifamily · Las Cruces, NMSEC filing, Jul 29, 2025
$20.7MJun 26, 2025Sold out
$199.8MMay 29, 2025
Sold out
Residence Inn by Marriott Houston Medical Center/NRG ParkMoody NationalHotel · Houston, TXSEC filing, Oct 8, 2025
$33.5MMay 27, 2025Sold out
$82.3MMay 14, 2025
Historical
Residence Inn Ocean Township (Oakhurst, NJ)Peachtree GroupHotel · Oakhurst (Ocean Township), NJSEC filing, Sep 22, 2025
$39.8MMay 8, 2025Historical
Summit Court ApartmentsInland Private CapitalMultifamily · Union Township, NJSEC filing, Mar 20, 2026
$83.7MMar 21, 2025Sold out
$22.5MMar 20, 2025
Sold out
$120.5MDec 27, 2024
Sold out
IREX II Self-Storage PortfolioInvesco Real Estate ExchangeSelf-storage · Multi-state (4)SEC filing, Jul 15, 2025
$85.7MDec 11, 2024Sold 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
Home2 Suites by Hilton St. Augustine I-95Peachtree GroupHotel · Saint Augustine, FLSEC filing, Apr 8, 2025
$24.4MNov 19, 2024Historical
$157.8MNov 19, 2024
Sold out
$28.1MNov 18, 2024
Sold out
The Parker at Huntington Metro (Alexandria, VA)BrookfieldMultifamily · Alexandria, VASEC filing, Oct 27, 2025
$66.2MNov 15, 2024Historical
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
$55.9MAug 30, 2024
Sold out
$48.7MAug 30, 2024
Sold out
$49.9MAug 29, 2024
Sold out
$34.0MAug 8, 2024
Sold out
$100.5MJul 31, 2024
Sold out
$77.2MJul 26, 2024
Sold out
The Isley at Windsor HillGriffin CapitalMultifamily · North Charleston, South CarolinaSEC filing, Dec 12, 2024
$45.1MJul 19, 2024Sold out
IPC Self-Storage Portfolio XXI (Devon Self Storage)Inland Private CapitalSelf-storageSEC filing, Jan 3, 2025
$37.7MJun 14, 2024Sold out
Grand Prairie Distribution CenterJLL Exchange (JLLX)Industrial · Grand Prairie, TXSEC filing, Apr 17, 2025
$62.0MMay 16, 2024Sold out
$50.7MMay 9, 2024
Sold out
Haven North Andover (a.k.a. Princeton North Andover)JLL Exchange (JLLX)Multifamily · North Andover, MASEC filing, Nov 26, 2024
$50.7MMay 9, 2024Sold out
$77.2MApr 24, 2024
Sold out
Home2 Suites by Hilton Lawrenceville Atlanta SugarloafPeachtree GroupHotel · Lawrenceville, GASEC filing, Jun 12, 2025
$30.9MApr 9, 2024Sold out
$51.9MMar 21, 2024
Historical
$72.1MMar 15, 2024
Sold out
ExchangeRight Net-Leased All-Cash 3 DSTExchangeRightNet lease · Florida and TexasSEC filing, Aug 5, 2025
$16.4MMar 8, 2024Sold out
$25.1MFeb 15, 2024
Historical
$124.7MFeb 14, 2024
Sold out
$3.5MJan 16, 2024
Historical
$59.9MDec 21, 2023
Sold out
$59.9MDec 21, 2023
Sold out
$28.3MDec 19, 2023
Sold out
$76.8MDec 8, 2023
Sold out
$65.3MNov 21, 2023
Historical
$95.9MNov 8, 2023
Sold out
$54.5MOct 27, 2023
Sold out
$26.8MOct 19, 2023
Sold out
IREX Industrial Portfolio I DSTInvesco Real Estate ExchangeIndustrial · Vernon, CASEC filing, Dec 20, 2024
$36.9MOct 10, 2023Sold out
$226.4MSep 28, 2023
Historical
$23.6MAug 31, 2023
Historical
$50.1MAug 17, 2023
Historical
$22.0MAug 9, 2023
Historical
$46.2MJul 14, 2023
Sold out
Two life sciences industrial propertiesNexPointOffice · Philadelphia, PennsylvaniaSEC filing, Nov 20, 2025
$40.5MJun 22, 2023Sold out
$26.8MApr 6, 2023
Historical
$25.7MMar 21, 2023
Historical
$56.7MMar 20, 2023
Sold out
$32.8MMar 20, 2023
Sold out
$223.8MMar 20, 2023
Historical
$15.6MMar 17, 2023
Historical
$61.6MMar 14, 2023
Sold out
Horizon at Ridgeview (formerly The Dylan)Starboard Realty AdvisorsMultifamily · Fort Worth, TXSEC filing, Oct 10, 2023
$24.3MFeb 24, 2023Historical
$27.6MFeb 13, 2023
Historical
$73.4MFeb 1, 2023
Historical
$62.5MJan 23, 2023
Sold out
$146.5MDec 13, 2022
Sold out
$35.9MDec 6, 2022
Historical
$31.4MDec 5, 2022
Historical
$77.8MNov 23, 2022
Historical
$48.8MNov 8, 2022
Sold out
$18.6MOct 21, 2022
Historical
$44.2MOct 18, 2022
Sold out
Lakewood Ranch SFR II DST (Artesia at Lakewood Ranch)Inland Private CapitalMultifamily · Bradenton, FLSEC filing, Sep 28, 2023
$62.6MOct 12, 2022Historical
$87.2MOct 11, 2022
Sold out
Residences at Congressional VillageCarter ExchangeMultifamily · Rockville, MDSEC filing, Dec 26, 2023
$81.2MOct 3, 2022Sold out
$32.6MSep 20, 2022
Historical
$31.3MSep 16, 2022
Historical
$77.3MSep 7, 2022
Historical
$49.8MSep 7, 2022
Historical
$69.4MSep 2, 2022
Historical
$47.0MAug 31, 2022
Historical
$28.5MAug 30, 2022
Historical
$164.0MAug 17, 2022
Sold out
$51.1MAug 1, 2022
Historical
$19.2MJul 25, 2022
Sold out
$67.6MJul 25, 2022
Historical
$66.6MJul 25, 2022
Sold out
$11.0MJul 13, 2022
Historical
$103.2MJul 12, 2022
Historical
$33.6MJul 12, 2022
Sold out
$209.3MJul 8, 2022
Historical
Net-Leased Portfolio 56 DSTExchangeRightNet lease · 19 states throughout the United StatesSEC filing, Dec 9, 2024
$72.8MJul 7, 2022Sold out
$59.8MJul 1, 2022
Historical
$58.5MJun 28, 2022
Historical
$283.9MJun 22, 2022
Historical
$48.2MJun 22, 2022
Historical
$58.5MJun 17, 2022
Sold out
$50.4MJun 16, 2022
Historical
$28.2MJun 13, 2022
Sold out
$30.0MJun 10, 2022
Historical
$275.9MJun 7, 2022
Historical
$57.2MJun 6, 2022
Historical
$69.8MMay 23, 2022
Historical
$19.6MMay 19, 2022
Historical
$22.1MMay 17, 2022
Historical
$93.7MMay 17, 2022
Historical
$67.1MMay 17, 2022
Historical
$26.5MMay 16, 2022
Sold out
The Cottages at Old MonroviaInland Private CapitalMultifamily · Huntsville, ALSEC filing, Sep 28, 2022
$50.0MMay 13, 2022Historical
$46.3MMay 10, 2022
Historical
$40.0MMay 6, 2022
Historical
$38.1MMay 21, 2021
Historical
$41.1MOct 14, 2020
Sold out
$5.6MNov 15, 2012
Historical
Lost Creek Resort at Lakewood RanchInland Private CapitalMultifamily · Bradenton, FLSEC filing, Jun 4, 2013
$22.5MNov 2, 2012Historical
$7.8MSep 26, 2012
Historical
Pick ‘n Save grocery retail propertyInland Private CapitalNet lease · Mount Pleasant, WisconsinSEC filing, May 22, 2013
$11.1MSep 26, 2012Historical
$4.4MSep 26, 2012
Historical
$10.0MAug 9, 2012
Historical
$30.4MJul 10, 2012
Historical
PNS Grocery (Pick 'n Save - Sheboygan 25th St)Inland Private CapitalNet lease · Sheboygan, WISEC filing, Aug 21, 2013
$7.5MMay 25, 2012Historical
Gander Mountain - College Station, TXInland Private CapitalNet lease · College Station, TXSEC filing, Aug 23, 2012
$11.6MApr 19, 2012Historical
$3.4MApr 10, 2012
Historical
$24.5MMar 1, 2012
Sold out
$5.2MFeb 7, 2012
Sold out
$6.2MJan 20, 2012
Historical
$6.5MNov 17, 2011
Historical
The Canyons at 45 West (now The Eddison)Thompson National PropertiesMultifamily · Amarillo, TXSEC filing, Feb 22, 2013
$8.2MOct 12, 2011Historical
$14.6MOct 11, 2011
Historical
Grocery & Pharmacy Portfolio DSTInland Private CapitalNet lease · Twin Oaks, MOSEC filing, Feb 8, 2012
$23.4MSep 1, 2011Historical
$5.0MAug 24, 2011
Historical
$13.7MJul 21, 2011
Historical
$15.3MJul 21, 2011
Historical
$11.8MJul 7, 2011
Historical
$12.0MMay 12, 2011
Historical
$10.5MMar 24, 2011
Historical
$21.0MFeb 4, 2011
Historical
Show all 185 offeringsShow fewer
Data updated Oct 15, 2026