Top1031

Broker-dealer · Form D Item 12

Independent Financial Group, LLC

Independent Financial Group, LLC (FINRA CRD 7717) is named in Item 12 of the Form D filings for 83 DST offerings with a Top1031 record, from 2009 to 2026.

FINRA CRD
7717
DST offerings
83
Sponsors
17
First named
2009
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
20267
202512
202412
202313
202213
20201
20129
20118
20104
20094

Offerings by sponsor

SponsorOfferings
Bluerock Value Exchange1
Cantor Fitzgerald2
Carter Exchange3
Cottonwood Communities2
Griffin Capital3
Hines2
IDEAL Capital Group Holdings2
Inland Private Capital29
JLL Exchange (JLLX)15
JWCM Exchange I2
NexPoint6
Passco Companies2
Peachtree Group5
Principle Equity Properties1
Rance King Properties3
Sealy & Company1
Thompson National Properties4

Offerings that name Independent Financial Group, LLC

Active (6)

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

JLLX Diversified 11, DSTJLL Exchange (JLLX)OtherSEC filing, Oct 2, 2026
$197.0MMar 5, 2026
Union Berkley RiverfrontGriffin CapitalMultifamily · Kansas City, MOSEC filing, Oct 9, 2026
$59.9MJan 23, 2026
The VivianJWCM Exchange IMultifamily · Atlanta, GASEC filing, Sep 29, 2026
$46.2MOct 28, 2025
805 Riverfront ApartmentsCottonwood CommunitiesMultifamily · West Sacramento, CASEC filing, Oct 2, 2026
$74.9MSep 30, 2025
JLLX Diversified 10, DSTJLL Exchange (JLLX)Industrial · Multi-state (3)SEC filing, Apr 14, 2026
$268.3MSep 18, 2025
Kindeva Drug Delivery Global HeadquartersNexPointIndustrial · Woodbury, MNSEC filing, Aug 11, 2026
$30.7MJan 31, 2024

Recently fully subscribed (3)

The Oaks at RiverbendGriffin CapitalMultifamily · Gonzales, LouisianaSEC filing, Mar 12, 2026
$37.1MJul 9, 2025
Sold out
JLLX Diversified 9, DSTJLL Exchange (JLLX)Multifamily · Multi-state (2)SEC filing, Jul 28, 2025
$168.5MFeb 25, 2025
Sold out
Louisville Logistics CenterJLL Exchange (JLLX)Industrial · Shepherdsville, KYSEC filing, Sep 12, 2025
$88.2MJul 11, 2023
Sold out

Historical (74)

Eufaula Cove Marina and Grafton HarborNexPointOther · Multi-state (2)SEC filing, Jul 22, 2026
$42.7MMar 24, 2026
Historical
The Grandview CollectionIDEAL Capital Group HoldingsMultifamily · Columbus, OHSEC filing, Jun 12, 2026
$52.8MMar 6, 2026
Historical
4210 West 67th StreetSealy & CompanyIndustrial · Indianapolis, INSEC filing, Oct 13, 2026
$40.2MJan 29, 2026
Historical
PG Manchester Industrial DSTPeachtree GroupIndustrial · Londonderry, NHSEC filing, Mar 30, 2026
$28.1MJan 15, 2026
Historical
Residence Inn Omaha Downtown/Old Market AreaPeachtree GroupHotel · Omaha, NESEC filing, Mar 30, 2026
$27.6MJan 13, 2026
Historical
The Oasis at Shingle CreekNexPointMultifamily · Kissimmee, FLSEC filing, Oct 6, 2026
$46.3MDec 2, 2025
Historical
Montrose CollectiveHinesNet lease · Houston, TXSEC filing, Apr 22, 2026
$145.3MSep 22, 2025
Sold out
The ProvinceIDEAL Capital Group HoldingsMultifamily · Tampa, FLSEC filing, Jan 13, 2026
$41.1MSep 2, 2025
Historical
PG Dallas Industrial DST (Mansfield, TX)Peachtree GroupIndustrial · Mansfield, TexasSEC filing, Nov 6, 2025
$27.9MAug 21, 2025
Historical
SpringHill Suites Phoenix West AvondalePeachtree GroupHotel · Avondale, AZSEC filing, Oct 20, 2025
$35.5MJul 1, 2025
Historical
2116 ChestnutCantor FitzgeraldMultifamily · Philadelphia, PennsylvaniaSEC filing, Feb 13, 2026
$82.3MMay 14, 2025
Historical
NexPoint Storage VI DSTNexPointSelf-storage · Multi-state (2)SEC filing, Nov 6, 2025
$45.3MJan 17, 2025
Sold out
Wheaton 121 ApartmentsInland Private CapitalMultifamily · Wheaton, ILSEC filing, Mar 9, 2026
$120.5MDec 27, 2024
Sold out
National Senior Living Portfolio DSTInland Private CapitalMultifamily · Multi-state (3)SEC filing, Oct 2, 2025
$149.0MDec 6, 2024
Sold out
JLLX Diversified VIII, DSTJLL Exchange (JLLX)MultifamilySEC filing, Mar 25, 2025
$157.8MNov 19, 2024
Sold out
Summit Ridge ApartmentsCantor FitzgeraldMultifamily · Lee'S Summit, MOSEC filing, Mar 21, 2025
$45.1MOct 16, 2024
Historical
Chandler Distribution CenterJLL Exchange (JLLX)Industrial · Chandler, AZSEC filing, Feb 11, 2025
$55.9MAug 30, 2024
Sold out
Woodside TrumbullJLL Exchange (JLLX)Multifamily · Trumbull, CTSEC filing, Feb 11, 2025
$48.7MAug 30, 2024
Sold out
JLLX Diversified VI, DSTJLL Exchange (JLLX)MultifamilySEC filing, Apr 17, 2025
$100.5MJul 31, 2024
Sold out
The Isley at Windsor HillGriffin CapitalMultifamily · North Charleston, South CarolinaSEC filing, Dec 12, 2024
$45.1MJul 19, 2024
Sold out
NexPoint Storage V DSTNexPointSelf-storageSEC filing, Jan 6, 2025
$46.4MJul 2, 2024
Sold out
Epoch Clemson Student LivingInland Private CapitalMultifamily · Seneca, SCSEC filing, Apr 11, 2025
$77.2MApr 24, 2024
Sold out
Onyx at WestgateInland Private CapitalMultifamily · Glendale, AZSEC filing, Aug 29, 2024
$72.1MMar 15, 2024
Sold out
Taunton Distribution CenterJLL Exchange (JLLX)Industrial · Taunton, MASEC filing, Aug 27, 2024
$59.9MDec 21, 2023
Sold out
Townlake of CoppellJLL Exchange (JLLX)Multifamily · Coppell, TXSEC filing, Aug 27, 2024
$59.9MDec 21, 2023
Sold out
Skorpios Technologies semiconductor facility – Temecula, CANexPointIndustrial · Temecula, CASEC filing, Oct 7, 2025
$136.9MNov 22, 2023
Sold out
JLLX Diversified III, DSTJLL Exchange (JLLX)HealthcareSEC filing, May 7, 2024
$95.9MNov 8, 2023
Sold out
Republic at Alamo HeightsJWCM Exchange IMultifamily · San Antonio, TXSEC filing, May 9, 2025
$32.2MNov 3, 2023
Historical
The EmersonHinesMultifamily · Centreville, VASEC filing, Apr 1, 2025
$133.8MNov 1, 2023
Sold out
Odyssey on SolturaInland Private CapitalMultifamily · Fort Myers, FloridaSEC filing, Aug 29, 2024
$54.5MOct 27, 2023
Sold out
Algonquin Senior Living communityInland Private CapitalOther · Algonquin, ILSEC filing, Mar 1, 2024
$46.2MJul 14, 2023
Sold out
Self-Storage Portfolio XX DSTInland Private CapitalSelf-storageSEC filing, Nov 1, 2023
$26.8MApr 6, 2023
Historical
Courtyard by Marriott Atlanta KennesawPeachtree GroupHotel · Kennesaw, GASEC filing, May 16, 2024
$25.7MMar 21, 2023
Historical
Ardenwood PortfolioJLL Exchange (JLLX)Other · Fremont, CASEC filing, Sep 12, 2025
$56.7MMar 20, 2023
Sold out
Ardenwood PortfolioJLL Exchange (JLLX)Other · Fremont, CASEC filing, Sep 12, 2025
$32.8MMar 20, 2023
Sold out
West Phoenix Distribution CenterJLL Exchange (JLLX)Industrial · Glendale, AZSEC filing, Jul 6, 2023
$146.5MDec 13, 2022
Sold out
The Station at Clift FarmCarter ExchangeMultifamily · Madison, ALSEC filing, Nov 1, 2023
$69.4MSep 2, 2022
Historical
Riverstone Apartment HomesRance King PropertiesMultifamily · Grovetown, GASEC filing, Aug 19, 2022
$66.6MJul 25, 2022
Sold out
The Lively Indigo RunCarter ExchangeMultifamily · Ladson, SCSEC filing, Oct 4, 2023
$103.2MJul 12, 2022
Historical
Dawson Park ApartmentsRance King PropertiesMultifamily · Baton Rouge, LASEC filing, Aug 19, 2022
$33.6MJul 12, 2022
Sold out
Diversified Residential Portfolio III DSTInland Private CapitalMultifamilySEC filing, Jan 3, 2024
$209.3MJul 8, 2022
Historical
Silvercrest at College ViewInland Private CapitalMultifamily · Lenexa, KSSEC filing, Aug 17, 2022
$30.0MJun 10, 2022
Historical
IPC Industrial Portfolio DSTInland Private CapitalIndustrialSEC filing, Jun 21, 2024
$275.9MJun 7, 2022
Historical
JLLX Diversified IIJLL Exchange (JLLX)IndustrialSEC filing, Apr 3, 2023
$219.8MMay 25, 2022
Sold out
Dow Chemical CompanyInland Private CapitalOffice · Midland, MISEC filing, May 5, 2023
$22.1MMay 17, 2022
Historical
Canal 1535Passco CompaniesMultifamily · New Orleans, LASEC filing, Sep 14, 2022
$93.7MMay 17, 2022
Historical
EstellePassco CompaniesMultifamily · Birmingham, ALSEC filing, Sep 14, 2022
$67.1MMay 17, 2022
Historical
Cypress McKinney FallsCarter ExchangeMultifamily · Austin, TXSEC filing, Sep 6, 2022
$46.3MMay 10, 2022
Historical
CODA ApartmentsRance King PropertiesOther · Orlando, FLSEC filing, Oct 14, 2020
$41.1MOct 14, 2020
Sold out
Kimball StationInland Private CapitalMultifamily · Chicago, ILSEC filing, May 22, 2013
$7.8MSep 26, 2012
Historical
Pick ‘n Save grocery retail propertyInland Private CapitalNet lease · Mount Pleasant, WisconsinSEC filing, May 22, 2013
$11.1MSep 26, 2012
Historical
Zero Coupon Pharmacy DSTInland Private CapitalOtherSEC filing, Jan 29, 2013
$4.4MSep 26, 2012
Historical
National Net Lease Portfolio II DSTInland Private CapitalOtherSEC filing, Aug 20, 2013
$30.4MJul 10, 2012
Historical
CW Pharmacy I DSTInland Private CapitalOtherSEC filing, Oct 30, 2012
$18.0MMay 25, 2012
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
Pharmacy Portfolio IV DSTInland Private CapitalNet leaseSEC filing, Sep 4, 2012
$5.2MFeb 7, 2012
Sold out
The Canyons at 45 West (now The Eddison)Thompson National PropertiesMultifamily · Amarillo, TXSEC filing, Feb 22, 2013
$8.2MOct 12, 2011
Historical
Grocery & Pharmacy Portfolio DSTInland Private CapitalNet lease · Twin Oaks, MOSEC filing, Feb 8, 2012
$23.4MSep 1, 2011
Historical
Pharmacy Portfolio III DSTInland Private CapitalNet leaseSEC filing, Jun 6, 2012
$5.0MAug 24, 2011
Historical
New York Power DSTInland Private CapitalIndustrial · Syracuse, NYSEC filing, Jan 9, 2012
$11.8MJul 7, 2011
Historical
PEM National Oilwell Varco II DST 1031Principle Equity PropertiesIndustrial · Houston, TXSEC filing, Jul 7, 2011
$3.1MJul 7, 2011
Historical
TNP Regal Crossings DST / Regal Crossing ApartmentsThompson National PropertiesMultifamily · Dallas, TXSEC filing, Feb 1, 2013
$4.7MJun 10, 2011
Historical
National Retail Portfolio Venture DSTInland Private CapitalNet leaseSEC filing, Aug 15, 2011
$21.0MFeb 4, 2011
Historical
Scarborough Medical DSTInland Private CapitalHealthcare · Scarborough, MESEC filing, Sep 1, 2011
$7.3MJan 11, 2011
Historical
Clark County Department of Family Services BuildingThompson National PropertiesNet lease · Las Vegas, NVSEC filing, Dec 1, 2010
$7.9MSep 14, 2010
Historical
Lubbock Private Placement DSTInland Private CapitalNet lease · Lubbock, TXSEC filing, Jan 6, 2011
$9.1MJun 4, 2010
Historical
Pharmacy Portfolio DSTInland Private CapitalNet leaseSEC filing, Sep 17, 2010
$12.7MApr 14, 2010
Historical
Hillsboro 1031 DSTInland Private CapitalOtherSEC filing, Aug 27, 2010
$12.8MJan 28, 2010
Historical
BR VALLEY TOWNHOMES DSTBluerock Value ExchangeOtherSEC filing, Jul 14, 2010
$19.6MOct 26, 2009
Historical
Kodak Hollywood CampusThompson National PropertiesOffice · Los Angeles, CASEC filing, Jan 22, 2010
$16.6MApr 14, 2009
Historical
LV M VENTURE HOLDINGS DSTInland Private CapitalOtherSEC filing, Jan 6, 2011
$37.8MMar 31, 2009
Historical
Brook Highland Place DSTCottonwood CommunitiesOtherSEC filing, Feb 16, 2011
$16.7MJan 23, 2009
Historical

Data updated Oct 14, 2026