Broker-dealer · Form D Item 12
Osaic Wealth, Inc.
Osaic Wealth, Inc. (FINRA CRD 23131) is named in Item 12 of the Form D filings for 57 DST offerings with a Top1031 record, from 2010 to 2026.
- FINRA CRD
- 23131
- DST offerings
- 57
- Sponsors
- 6
- First named
- 2010
- 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 | 12 |
| 2024 | 16 |
| 2023 | 7 |
| 2022 | 11 |
| 2012 | 5 |
| 2011 | 2 |
| 2010 | 1 |
| 2009 | 2 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| AEI Capital | 6 |
| Ares (ADREX) | 9 |
| Cantor Fitzgerald | 1 |
| Cottonwood Communities | 1 |
| Hines | 8 |
| Inland Private Capital | 32 |
Offerings that name Osaic Wealth, Inc.
Active (3)
Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.
$50.5MMar 16, 2026
$83.9MOct 3, 2025
805 Riverfront ApartmentsCottonwood CommunitiesMultifamily · West Sacramento, CASEC filing, Oct 2, 2026
$74.9MSep 30, 2025Historical (54)
$590.6MDec 15, 2025
Historical
$489.6MOct 6, 2025
Historical
$71.7MOct 3, 2025
Sold out
Minneapolis MSA Senior Living Portfolio IIInland Private CapitalOther · Monument, MNSEC filing, Mar 13, 2026
$77.3MJul 24, 2025Sold out
$82.3MMay 14, 2025
Historical
Summit Court ApartmentsInland Private CapitalMultifamily · Union Township, NJSEC filing, Mar 20, 2026
$83.7MMar 21, 2025Sold out
ADREX Diversified 8 (multi-state industrial portfolio)Ares (ADREX)IndustrialSEC filing, Oct 20, 2025
$395.2MJan 24, 2025Historical
$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
Sawyer on LincolnInland Private CapitalMultifamily · Columbia, South CarolinaSEC filing, Aug 4, 2025
$128.7MNov 6, 2024Sold out
Minneapolis MSA Senior Living Portfolio II DSTInland Private CapitalMultifamily · Lakeville and Savage, MNSEC filing, Jul 16, 2025
$56.0MOct 8, 2024Sold out
$49.9MAug 29, 2024
Sold out
$77.2MJul 26, 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
$72.1MMar 15, 2024
Sold out
$25.1MFeb 15, 2024
Historical
$124.7MFeb 14, 2024
Sold out
$54.5MOct 27, 2023
Sold out
$226.4MSep 28, 2023
Historical
$23.6MAug 31, 2023
Historical
$26.8MApr 6, 2023
Historical
$223.8MMar 20, 2023
Historical
$35.9MDec 6, 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
$283.9MJun 22, 2022
Historical
$275.9MJun 7, 2022
Historical
$19.6MMay 19, 2022
Historical
The Cottages at Old MonroviaInland Private CapitalMultifamily · Huntsville, ALSEC filing, Sep 28, 2022
$50.0MMay 13, 2022Historical
$5.6MNov 15, 2012
Historical
Lost Creek Resort at Lakewood RanchInland Private CapitalMultifamily · Bradenton, FLSEC filing, Jun 4, 2013
$22.5MNov 2, 2012Historical
$30.4MJul 10, 2012
Historical
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
$13.7MJul 21, 2011
Historical
$15.3MJul 21, 2011
Historical
$37.8MMar 31, 2009
Historical
$47.1MMar 30, 2009
Historical
Show all 54 offeringsShow fewer
Data updated Oct 15, 2026