CX Multifamily Portfolio, DST
sponsored by Carter Exchange
CX Multifamily Portfolio, DST, sponsored by Carter Exchange, filed its first Form D with the SEC on Aug 3, 2021 for a $67.3 million offering. Its last Form D, filed Dec 16, 2021, reports the offering fully sold.
How it ended
No outcome recorded · under 7 years
The last Form D, filed Dec 16, 2021, reports the offering fully sold.
Key facts
- Minimum investment
- $25,000From the Form D
- Offering size
- $67,319,313Equity offered, per the Form D
- Sold
- 100%Form D, Dec 16, 2021; the % is our arithmetic
- Investors reported
- Form D, Dec 16, 2021148
- Selling commissions
- Form D Item 15; the % is our arithmetic$6,227,036 · 9.2% of offering
- Offered under
- Rule 506(b)General advertising and solicitation are not permitted under this exemption.
Figures come from SEC Form D filings unless a source is cited. Sponsor-stated figures are as reported by the sponsor; Top1031 does not independently audit them. On a 45-day clock? Find day 45 and day 180 →
Using this record to judge the sponsor? A licensed 1031 specialist from our affiliated partner can talk it through with you.
Ask a 1031 specialist about this recordFree. About: CX Multifamily Portfolio, DST. Top1031 is not a broker-dealer.How was it financed, and what did it cost to sell?
Costs and terms from the Form D
- Selling commissions
- $6,227,036 · 9.2% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $3,427,993 · 5.0% of offeringForm D Item 16· The filing’s note: “Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.”
- Broker-dealers named in the Form D
- 25 named in the Form D
Show the firms
- American Trust Investment Services, Inc. · CRD 3001
- Aurora Securities · CRD 46147
- Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
- Capulent LLC · CRD 155155
- Centaurus Financial, Inc. · CRD 30833
- ClearFP Securities, LLC · CRD 312370
- Concorde Investment Services, LLC · CRD 151604
- DAI Securities, LLC · CRD 36673
- DFPG Investments, LLC · CRD 155576
- Emerson Equity LLC · CRD 130032
- Great Point Capital LLC · CRD 114203
- Growth Capital Services, Inc. · CRD 124658
- Huntwicke Securities, LLC · CRD 146993
- Kalos Capital, Inc. · CRD 44337
- McDermott Investment Services, LLC · CRD 154926
- Orchard Securities, LLC · CRD 133378
- Patrick Capital Markets, LLC · CRD 16518
- RCX Capital Group, LLC · CRD 114290
- Realized Financial, Inc. · CRD 22333
- Stax Capital · CRD 300607
- Stonecrest Capital Markets, Inc. · CRD 39616
- TCFG Wealth Management, LLC · CRD 164153
- The Strategic Financial Alliance, Inc. · CRD 126514
- Wealthforge Securities, LLC · CRD 152550
- Western International Securities, Inc. · CRD 39262
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Jul 20, 2021
- Minimum investment
- $25,000
Form D Item 15 and Item 16 amounts may be the issuer’s estimates; each percentage is Top1031’s arithmetic on two Form D figures. Item 16 can overlap Item 15, so Top1031 does not add them together. The issuer marked these amounts as an estimate.
Who's behind CX Multifamily Portfolio, DST?
- Sponsor
- Offerings on record
What does the SEC record show?
- Legal Trust name
- CX Multifamily Portfolio, DST
- SEC CIK
- 1872631
- First Form D
- Aug 3, 2021
- Latest Form D
- Dec 16, 2021
- Filings on record
- 15
- Offered under
- Rule 506(b)General advertising and solicitation are not permitted under this exemption.
- Source filing
SEC Form D filings, newest first
| Filed | Form | Offering amount | Amount sold | Investors | Filing on SEC EDGAR |
|---|---|---|---|---|---|
| Form D/A | $67,319,313 | $67,319,313+$2,955,285 | 148+9 | EDGAR | |
| Form D/A | $67,319,313 | $64,364,028+$1,576,335 | 139+6 | EDGAR | |
| Form D/A | $67,319,313 | $62,787,693+$5,938,867 | 133+8 | EDGAR | |
| Form D/A | $67,319,313 | $56,848,826+$4,771,900 | 125+12 | EDGAR | |
| Form D/A | $67,319,313 | $52,076,926+$7,582,158 | 113+18 | EDGAR | |
| Form D/A | $67,319,313 | $44,494,768+$8,349,627 | 95+14 | EDGAR | |
| Form D/A | $67,319,313 | $36,145,141+$1,086,307 | 81+5 | EDGAR | |
| Form D/A | $67,319,313 | $35,058,834+$4,048,923 | 76+15 | EDGAR | |
| Form D/A | $67,319,313 | $31,009,911+$953,996 | 61+2 | EDGAR | |
| Form D/A | $67,319,313 | $30,055,915+$8,011,036 | 59+9 | EDGAR | |
| Form D/A | $67,319,313 | $22,044,879+$3,760,776 | 50+10 | EDGAR | |
| Form D/A | $67,319,313 | $18,284,103+$3,472,211 | 40+11 | EDGAR | |
| Form D/A | $67,319,313 | $14,811,892+$443,089 | 29+4 | EDGAR | |
| Form D/A | $67,319,313 | $14,368,803+$2,304,326 | 25+9 | EDGAR | |
| Form D | $67,319,313 | $12,064,477 | 16 | EDGAR |
Show all 15 SEC Form D filings
Amounts, investor counts and minimums are as filed with the SEC on Form D. The change lines are Top1031’s arithmetic between consecutive filings; a new Form D notice starts a new count.
A Form D is the notice a sponsor files when it starts raising money. A Form D filing does not mean the SEC approved, endorsed, or verified the offering.
Common questions
- What happened to CX Multifamily Portfolio, DST?
- CX Multifamily Portfolio, DST is a Historical offering. The last Form D, filed Dec 16, 2021, reports the offering fully sold.
In the news
DST interests are illiquid private securities. You may lose some or all of your investment. Distributions, tax treatment, and exit timing are not guaranteed. Review the current offering documents before investing.