Top1031

Broker-dealer · Form D Item 12

Nationwide Planning Associates Inc.

Nationwide Planning Associates Inc. (FINRA CRD 31029) is named in Item 12 of the Form D filings for 40 DST offerings with a Top1031 record, from 2022 to 2026.

FINRA CRD
31029
DST offerings
40
Sponsors
11
First named
2022
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
20262
20258
20248
20239
202213

Offerings by sponsor

SponsorOfferings
AEI Capital1
Apollo3
Ares (ADREX)2
Cantor Fitzgerald9
Cottonwood Communities1
Fortress Real Estate Exchange1
Griffin Capital1
Hines1
Inland Private Capital16
NewStar Exchange3
Rance King Properties2

Offerings that name Nationwide Planning Associates Inc.

Active (4)

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

Domain at Town CentreFortress Real Estate ExchangeMultifamily · Morgantown, WVSEC filing, Oct 1, 2026
$40.2MMay 7, 2026
AEI Healthcare Portfolio VII DSTAEI CapitalNet lease · Multi-state (3)SEC filing, Aug 6, 2026
$50.5MMar 16, 2026
805 Riverfront ApartmentsCottonwood CommunitiesMultifamily · West Sacramento, CASEC filing, Oct 2, 2026
$74.9MSep 30, 2025
The Landings of ConroeCantor FitzgeraldMultifamily · Conroe, TXSEC filing, Mar 11, 2026
$36.0MSep 3, 2025

Historical (36)

AX Essential Retail Portfolio, DSTApolloNet lease · Ferndale, Burlington, Stanwood, and Mount Vernon, WASEC filing, Sep 28, 2026
$91.5MDec 11, 2025
Historical
AX DG St. Louis, DSTApolloNet lease · St. Louis, MOSEC filing, Dec 19, 2025
$42.5MJul 30, 2025
Historical
Minneapolis MSA Senior Living Portfolio IIInland Private CapitalOther · Monument, MNSEC filing, Mar 13, 2026
$77.3MJul 24, 2025
Sold out
ADREX Diversified 8 (multi-state industrial portfolio)Ares (ADREX)IndustrialSEC filing, Oct 20, 2025
$395.2MJan 24, 2025
Historical
One WilliamCantor FitzgeraldMultifamilySEC filing, Aug 11, 2025
$44.8MJan 17, 2025
Historical
E2 Apartments; The AlloyHinesMultifamilySEC filing, Aug 19, 2025
$246.5MJan 13, 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
Sawyer on LincolnInland Private CapitalMultifamily · Columbia, South CarolinaSEC filing, Aug 4, 2025
$128.7MNov 6, 2024
Sold out
Summit Ridge ApartmentsCantor FitzgeraldMultifamily · Lee'S Summit, MOSEC filing, Mar 21, 2025
$45.1MOct 16, 2024
Historical
The KnoxInland Private CapitalMultifamily · Knoxville, TNSEC filing, Apr 11, 2025
$49.9MAug 29, 2024
Sold out
Irish Row ApartmentsInland Private CapitalMultifamily · South Bend, INSEC filing, Feb 5, 2026
$77.2MJul 26, 2024
Sold out
The Isley at Windsor HillGriffin CapitalMultifamily · North Charleston, South CarolinaSEC filing, Dec 12, 2024
$45.1MJul 19, 2024
Sold out
Onyx at WestgateInland Private CapitalMultifamily · Glendale, AZSEC filing, Aug 29, 2024
$72.1MMar 15, 2024
Sold out
Avalon MamaroneckCantor FitzgeraldMultifamily · Mamaroneck, NYSEC filing, Feb 21, 2024
$65.3MNov 21, 2023
Historical
Tranquil GardensNewStar ExchangeMultifamily · Acworth, GASEC filing, Jan 6, 2025
$19.1MNov 2, 2023
Sold out
Odyssey on SolturaInland Private CapitalMultifamily · Fort Myers, FloridaSEC filing, Aug 29, 2024
$54.5MOct 27, 2023
Sold out
The Archer (in Acworth)Cantor FitzgeraldMultifamily · Acworth, GASEC filing, Apr 17, 2024
$50.1MAug 17, 2023
Historical
CF Pearland Multifamily DSTCantor FitzgeraldOtherSEC filing, Oct 30, 2023
$22.0MAug 9, 2023
Historical
Zero Coupon Ann Arbor Lab DSTInland Private CapitalOtherSEC filing, May 23, 2024
$18.5MJul 26, 2023
Historical
Algonquin Senior Living communityInland Private CapitalOther · Algonquin, ILSEC filing, Mar 1, 2024
$46.2MJul 14, 2023
Sold out
AX DG San Antonio, DSTApolloNet leaseSEC filing, Jul 2, 2025
$38.7MJul 6, 2023
Historical
IPC Nashville Hospitality DSTInland Private CapitalHotel · Nashville, TNSEC filing, May 23, 2023
$15.6MMar 17, 2023
Historical
Chicago Healthcare MOB DSTInland Private CapitalOffice · Chicago, ILSEC filing, Jun 13, 2024
$18.6MOct 21, 2022
Historical
Palms PropertyCantor FitzgeraldMultifamily · Houston, TXSEC filing, Apr 3, 2023
$32.6MSep 20, 2022
Historical
Self-Storage Portfolio XVIII DSTInland Private CapitalSelf-storageSEC filing, Dec 27, 2022
$28.5MAug 30, 2022
Historical
Riverstone Apartment HomesRance King PropertiesMultifamily · Grovetown, GASEC filing, Aug 19, 2022
$66.6MJul 25, 2022
Sold out
Dawson Park ApartmentsRance King PropertiesMultifamily · Baton Rouge, LASEC filing, Aug 19, 2022
$33.6MJul 12, 2022
Sold out
ADREX Multifamily I DSTAres (ADREX)MultifamilySEC filing, Oct 11, 2023
$283.9MJun 22, 2022
Historical
The Residences at Village Park CenterNewStar ExchangeMultifamily · The Villages, FLSEC filing, Mar 20, 2023
$16.3MJun 22, 2022
Historical
Silvercrest at College ViewInland Private CapitalMultifamily · Lenexa, KSSEC filing, Aug 17, 2022
$30.0MJun 10, 2022
Historical
Legacy at Fox ValleyCantor FitzgeraldMultifamily · Aurora, ILSEC filing, May 15, 2024
$57.2MJun 6, 2022
Historical
200 Metro BoulevardCantor FitzgeraldOffice · Nutley, NJSEC filing, Feb 28, 2023
$69.8MMay 23, 2022
Historical
Dow Chemical CompanyInland Private CapitalOffice · Midland, MISEC filing, May 5, 2023
$22.1MMay 17, 2022
Historical
The Cottages at Old MonroviaInland Private CapitalMultifamily · Huntsville, ALSEC filing, Sep 28, 2022
$50.0MMay 13, 2022
Historical
Oakwood CommonsNewStar ExchangeMultifamily · Oakwood, GASEC filing, Oct 17, 2023
$10.1MMay 5, 2022
Sold out

Data updated Oct 2, 2026