Broker-dealer · Form D Item 12
Investment Planners, Inc.
Investment Planners, Inc. (FINRA CRD 18557) is named in Item 12 of the Form D filings for 22 DST offerings with a Top1031 record, from 2009 to 2026.
- FINRA CRD
- 18557
- DST offerings
- 22
- Sponsors
- 2
- First named
- 2009
- 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 | 1 |
| 2025 | 1 |
| 2022 | 2 |
| 2012 | 7 |
| 2011 | 4 |
| 2010 | 3 |
| 2009 | 4 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| ExchangeRight | 2 |
| Inland Private Capital | 20 |
Offerings that name Investment Planners, 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.
$107.6MMar 9, 2026
Historical (21)
Summit Court ApartmentsInland Private CapitalMultifamily · Union Township, NJSEC filing, Mar 20, 2026
$83.7MMar 21, 2025Sold out
$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
$24.5MMar 1, 2012
Sold out
$6.2MJan 20, 2012
Historical
$6.5MNov 17, 2011
Historical
$14.6MOct 11, 2011
Historical
Grocery & Pharmacy Portfolio DSTInland Private CapitalNet lease · Twin Oaks, MOSEC filing, Feb 8, 2012
$23.4MSep 1, 2011Historical
$10.7MJan 5, 2011
Historical
$9.1MJun 4, 2010
Historical
$37.8MMar 31, 2009
Historical
$47.1MMar 30, 2009
Historical
Data updated Oct 6, 2026