Top1031

Broker-dealer · Form D Item 12

Triad Advisors LLC

Triad Advisors LLC (FINRA CRD 25803) is named in Item 12 of the Form D filings for 40 DST offerings with a Top1031 record, from 2009 to 2025.

FINRA CRD
25803
DST offerings
40
Sponsors
5
First named
2009
Latest named
2025
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
20242
20231
202214
201210
20117
20103
20093

Offerings by sponsor

SponsorOfferings
AEI Capital1
Ares (ADREX)1
Hines1
Inland Private Capital31
Passco Companies6

Offerings that name Triad Advisors LLC

Historical (40)

Epoch Clemson Student LivingInland Private CapitalMultifamily · Seneca, SCSEC filing, Apr 11, 2025
$77.2MApr 24, 2024
Sold out
Onyx at WestgateInland Private CapitalMultifamily · Glendale, AZSEC filing, Aug 29, 2024
$72.1MMar 15, 2024
Sold out
Algonquin Senior Living communityInland Private CapitalOther · Algonquin, ILSEC filing, Mar 1, 2024
$46.2MJul 14, 2023
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
AEI Net Lease Portfolio 20AEI CapitalNet leaseSEC filing, Jan 26, 2023
$32.5MSep 28, 2022
Historical
200 Park PlaceHinesOffice · Houston, TXSEC filing, Mar 26, 2024
$157.7MSep 19, 2022
Sold out
RiverhousePassco CompaniesMultifamily · Little Rock, ARSEC filing, Sep 16, 2022
$31.3MSep 16, 2022
Historical
OLiv Auburn and The Standard at St. LouisInland Private CapitalMultifamilySEC filing, Feb 1, 2024
$164.0MAug 17, 2022
Sold out
Velo Shelby FarmsPassco CompaniesMultifamily · Memphis, TNSEC filing, Aug 1, 2022
$51.1MAug 1, 2022
Historical
Cadence Sugar Hill ApartmentsPassco CompaniesMultifamily · Sugar Hill, GASEC filing, Sep 14, 2022
$67.6MJul 25, 2022
Historical
Diversified Residential Portfolio III DSTInland Private CapitalMultifamilySEC filing, Jan 3, 2024
$209.3MJul 8, 2022
Historical
Sawgrass PointPassco CompaniesMultifamily · Gonzales, LASEC filing, Sep 15, 2022
$59.8MJul 1, 2022
Historical
ADREX Multifamily I DSTAres (ADREX)MultifamilySEC filing, Oct 11, 2023
$283.9MJun 22, 2022
Historical
IPC Industrial Portfolio DSTInland Private CapitalIndustrialSEC filing, Jun 21, 2024
$275.9MJun 7, 2022
Historical
Canal 1535Passco CompaniesMultifamily · New Orleans, LASEC filing, Sep 14, 2022
$93.7MMay 17, 2022
Historical
EstellePassco CompaniesMultifamily · Birmingham, ALSEC filing, Sep 14, 2022
$67.1MMay 17, 2022
Historical
The Cottages at Old MonroviaInland Private CapitalMultifamily · Huntsville, ALSEC filing, Sep 28, 2022
$50.0MMay 13, 2022
Historical
W Pharmacy I DSTInland Private CapitalOtherSEC filing, Mar 4, 2013
$13.4MNov 2, 2012
Historical
Pick ‘n Save grocery retail propertyInland Private CapitalNet lease · Mount Pleasant, WisconsinSEC filing, May 22, 2013
$11.1MSep 26, 2012
Historical
Zero Coupon Pharmacy DSTInland Private CapitalOtherSEC filing, Jan 29, 2013
$4.4MSep 26, 2012
Historical
CW Pharmacy II DSTInland Private CapitalNet leaseSEC filing, Jan 2, 2013
$10.0MAug 9, 2012
Historical
CW Pharmacy I DSTInland Private CapitalOtherSEC filing, Oct 30, 2012
$18.0MMay 25, 2012
Historical
Gander Mountain - College Station, TXInland Private CapitalNet lease · College Station, TXSEC filing, Aug 23, 2012
$11.6MApr 19, 2012
Historical
Euclid Property and Madison PropertyInland Private CapitalMultifamilySEC filing, Aug 23, 2012
$3.4MApr 10, 2012
Historical
BB&T Financial CenterInland Private CapitalOffice · Winston-Salem, NCSEC filing, Aug 17, 2012
$24.5MMar 1, 2012
Sold out
Pharmacy Portfolio IV DSTInland Private CapitalNet leaseSEC filing, Sep 4, 2012
$5.2MFeb 7, 2012
Sold out
Discount Retail Portfolio III DSTInland Private CapitalOtherSEC filing, May 30, 2012
$6.2MJan 20, 2012
Historical
Pharmacy Portfolio II DSTInland Private CapitalNet leaseSEC filing, Apr 4, 2012
$14.6MOct 11, 2011
Historical
Grocery & Pharmacy Portfolio DSTInland Private CapitalNet lease · Twin Oaks, MOSEC filing, Feb 8, 2012
$23.4MSep 1, 2011
Historical
Pharmacy Portfolio III DSTInland Private CapitalNet leaseSEC filing, Jun 6, 2012
$5.0MAug 24, 2011
Historical
National Retail Portfolio II DSTInland Private CapitalOtherSEC filing, Jan 19, 2012
$13.7MJul 21, 2011
Historical
National Retail Portfolio III DSTInland Private CapitalOtherSEC filing, Jan 19, 2012
$15.3MJul 21, 2011
Historical
Chicagoland Grocery Venture DSTInland Private CapitalOtherSEC filing, Aug 16, 2011
$12.0MMay 12, 2011
Historical
National Retail Portfolio Venture DSTInland Private CapitalNet leaseSEC filing, Aug 15, 2011
$21.0MFeb 4, 2011
Historical
Miami Office DSTInland Private CapitalOfficeSEC filing, Mar 11, 2011
$8.2MNov 19, 2010
Historical
Lubbock Private Placement DSTInland Private CapitalNet lease · Lubbock, TXSEC filing, Jan 6, 2011
$9.1MJun 4, 2010
Historical
Hillsboro 1031 DSTInland Private CapitalOtherSEC filing, Aug 27, 2010
$12.8MJan 28, 2010
Historical
Austell 1031 DSTInland Private CapitalOtherSEC filing, Oct 8, 2009
$8.1MApr 15, 2009
Historical
LV M VENTURE HOLDINGS DSTInland Private CapitalOtherSEC filing, Jan 6, 2011
$37.8MMar 31, 2009
Historical
CHARLOTTE OFFICE 1031 DSTInland Private CapitalOtherSEC filing, May 21, 2009
$11.3MMar 30, 2009
Historical

Data updated Sep 6, 2026