Broker-dealer · Form D Item 12
Sagepoint Financial, Inc.
Sagepoint Financial, Inc. (FINRA CRD 133763) is named in Item 12 of the Form D filings for 23 DST offerings with a Top1031 record, from 2009 to 2024.
- FINRA CRD
- 133763
- DST offerings
- 23
- Sponsors
- 3
- First named
- 2009
- Latest named
- 2024
- 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 |
|---|---|
| 2023 | 2 |
| 2022 | 9 |
| 2012 | 4 |
| 2011 | 5 |
| 2009 | 3 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| AEI Capital | 2 |
| Ares (ADREX) | 1 |
| Inland Private Capital | 20 |
Offerings that name Sagepoint Financial, Inc.
Historical (23)
$46.2MJul 14, 2023
Sold out
$26.8MApr 6, 2023
Historical
Lakewood Ranch SFR II DST (Artesia at Lakewood Ranch)Inland Private CapitalMultifamily · Bradenton, FLSEC filing, Sep 28, 2023
$62.6MOct 12, 2022Historical
$28.5MAug 30, 2022
Historical
$164.0MAug 17, 2022
Sold out
$209.3MJul 8, 2022
Historical
$283.9MJun 22, 2022
Historical
$275.9MJun 7, 2022
Historical
The Cottages at Old MonroviaInland Private CapitalMultifamily · Huntsville, ALSEC filing, Sep 28, 2022
$50.0MMay 13, 2022Historical
Lost Creek Resort at Lakewood RanchInland Private CapitalMultifamily · Bradenton, FLSEC filing, Jun 4, 2013
$22.5MNov 2, 2012Historical
$30.4MJul 10, 2012
Historical
$24.5MMar 1, 2012
Sold out
$6.2MJan 20, 2012
Historical
Grocery & Pharmacy Portfolio DSTInland Private CapitalNet lease · Twin Oaks, MOSEC filing, Feb 8, 2012
$23.4MSep 1, 2011Historical
$5.0MAug 24, 2011
Historical
$13.7MJul 21, 2011
Historical
$15.3MJul 21, 2011
Historical
$10.5MMar 24, 2011
Historical
$37.8MMar 31, 2009
Historical
$47.1MMar 30, 2009
Historical
Data updated Sep 6, 2026