Top1031

Broker-dealer · Form D Item 12

Purshe Kaplan Sterling Investments

Purshe Kaplan Sterling Investments (FINRA CRD 35747) is named in Item 12 of the Form D filings for 43 DST offerings with a Top1031 record, from 2021 to 2026.

FINRA CRD
35747
DST offerings
43
Sponsors
13
First named
2021
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
202511
20246
20234
202221
20211

Offerings by sponsor

SponsorOfferings
Ares (ADREX)2
Cantor Fitzgerald7
Carter Exchange1
ExchangeRight9
Griffin Capital1
Hines3
Inland Private Capital10
JLL Exchange (JLLX)1
Moody National3
Net Lease Capital Advisors3
NexPoint1
Peachtree Group1
Starboard Realty Advisors1

Offerings that name Purshe Kaplan Sterling Investments

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.

Inland Oklahoma Student Housing DSTInland Private CapitalMultifamily · OKSEC filing, Mar 9, 2026
$83.9MOct 3, 2025
The Landings of ConroeCantor FitzgeraldMultifamily · Conroe, TXSEC filing, Mar 11, 2026
$36.0MSep 3, 2025
USCIS Headquarters - One Town CenterNet Lease Capital AdvisorsOffice · Camp Springs, MDSEC filing, Aug 8, 2025
$295.0MDec 13, 2022
Village TowersMoody NationalNet lease · Houston, TXSEC filing, Jan 12, 2026
$136.3MDec 7, 2022

Historical (39)

Life Time Living Coral Gables; Left BankHinesMultifamily · Multi-state (2)SEC filing, Oct 15, 2026
$590.6MDec 15, 2025
Historical
AIREX Portfolio 10Ares (ADREX)IndustrialSEC filing, Sep 30, 2026
$223.9MOct 7, 2025
Historical
PG Dallas Industrial DST (Mansfield, TX)Peachtree GroupIndustrial · Mansfield, TexasSEC filing, Nov 6, 2025
$27.9MAug 21, 2025
Historical
NexPoint Lodging I DSTNexPointHotel · West Jordan, UTSEC filing, Mar 2, 2026
$27.9MJun 23, 2025
Sold out
Georgia International Trade CenterHinesIndustrial · Savannah, GASEC filing, Nov 6, 2025
$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, 2025
Sold out
2116 ChestnutCantor FitzgeraldMultifamily · Philadelphia, PennsylvaniaSEC filing, Feb 13, 2026
$82.3MMay 14, 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
National Senior Living Portfolio DSTInland Private CapitalMultifamily · Multi-state (3)SEC filing, Oct 2, 2025
$149.0MDec 6, 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
Net-Leased All-Cash 6 DSTExchangeRightNet leaseSEC filing, Aug 5, 2025
$23.3MJul 10, 2024
Sold out
Net-Leased Portfolio 67 DSTExchangeRightNet leaseSEC filing, Aug 6, 2025
$48.0MJun 12, 2024
Sold out
Net-Leased Portfolio 66 DSTExchangeRightNet leaseSEC filing, Aug 6, 2025
$63.8MJan 17, 2024
Sold out
AIREX Portfolio 7 DSTAres (ADREX)IndustrialSEC filing, Sep 5, 2024
$219.2MAug 23, 2023
Historical
Net-Leased Portfolio 64 DSTExchangeRightNet leaseSEC filing, Aug 6, 2025
$53.3MAug 11, 2023
Sold out
ExchangeRight Net-Leased Portfolio 62 DSTExchangeRightNet lease · 10 statesSEC filing, Dec 10, 2024
$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, 2023
Historical
Net-Leased Portfolio 60ExchangeRightNet leaseSEC filing, Dec 9, 2024
$51.3MDec 8, 2022
Sold out
Zero Coupon Essential Portfolio DSTInland Private CapitalOtherSEC filing, Apr 21, 2025
$35.9MDec 6, 2022
Historical
Self-Storage Portfolio XIX DSTInland Private CapitalSelf-storageSEC filing, Oct 6, 2023
$77.8MNov 23, 2022
Historical
Net-Leased Portfolio 59ExchangeRightNet leaseSEC filing, Dec 9, 2024
$62.3MOct 13, 2022
Sold out
Lakewood Ranch SFR II DST (Artesia at Lakewood Ranch)Inland Private CapitalMultifamily · Bradenton, FLSEC filing, Sep 28, 2023
$62.6MOct 12, 2022
Historical
Cambria Hotel Austin DowntownMoody NationalHotel · Austin, TXSEC filing, Aug 12, 2024
$87.2MOct 11, 2022
Sold out
The Station at Clift FarmCarter ExchangeMultifamily · Madison, ALSEC filing, Nov 1, 2023
$69.4MSep 2, 2022
Historical
Net-Leased Portfolio 58 DSTExchangeRightNet leaseSEC filing, Dec 9, 2024
$40.0MAug 31, 2022
Sold out
OLiv Auburn and The Standard at St. LouisInland Private CapitalMultifamilySEC filing, Feb 1, 2024
$164.0MAug 17, 2022
Sold out
Net-Leased Portfolio 57 DSTExchangeRightNet leaseSEC filing, Dec 9, 2024
$30.4MAug 2, 2022
Sold out
Diversified Residential Portfolio III DSTInland Private CapitalMultifamilySEC filing, Jan 3, 2024
$209.3MJul 8, 2022
Historical
CF ARRABELLA MULTIFAMILY DSTCantor FitzgeraldMultifamilySEC filing, Feb 7, 2023
$58.5MJun 28, 2022
Historical
IPC Industrial Portfolio DSTInland Private CapitalIndustrialSEC filing, Jun 21, 2024
$275.9MJun 7, 2022
Historical
Legacy at Fox ValleyCantor FitzgeraldMultifamily · Aurora, ILSEC filing, May 15, 2024
$57.2MJun 6, 2022
Historical
SSA – BirminghamNet Lease Capital AdvisorsNet lease · Birmingham, ALSEC filing, Mar 3, 2023
$111.3MMay 27, 2022
Historical
JLLX Diversified IIJLL Exchange (JLLX)IndustrialSEC filing, Apr 3, 2023
$219.8MMay 25, 2022
Sold out
200 Metro BoulevardCantor FitzgeraldOffice · Nutley, NJSEC filing, Feb 28, 2023
$69.8MMay 23, 2022
Historical
The Cottages at Old MonroviaInland Private CapitalMultifamily · Huntsville, ALSEC filing, Sep 28, 2022
$50.0MMay 13, 2022
Historical
GOVERNMENT LEASE HOLDINGS DSTNet Lease Capital AdvisorsNet leaseSEC filing, Aug 23, 2022
$153.8MMar 10, 2022
Historical
CF SUMMERFIELD MULTIFAMILY DSTCantor FitzgeraldMultifamily · Landover, MDSEC filing, Oct 28, 2021
$38.1MMay 21, 2021
Historical

Data updated Oct 15, 2026