Phoenix SFR DST
sponsored by Inland Private Capital
Phoenix SFR DST, sponsored by Inland Private Capital, filed its first Form D with the SEC on May 19, 2021 for a $31.8 million offering. Its last Form D, filed Dec 15, 2021, reports the offering fully sold.
How it ended
No outcome recorded · under 7 years
The last Form D, filed Dec 15, 2021, reports the offering fully sold.
Key facts
- Minimum investment
- $25,000From the Form D
- Offering size
- $31,807,912Equity offered, per the Form D
- Sold
- 100%Form D, Dec 15, 2021; the % is our arithmetic
- Investors reported
- Form D, Dec 15, 2021102
- Selling commissions
- Form D Item 15; the % is our arithmetic$2,830,905 · 8.9% 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: Phoenix SFR 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
- $2,830,905 · 8.9% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $1,828,960 · 5.7% of offeringForm D Item 16· The filing’s note: “Item 16 is an estimate of the 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
- Arkadios Capital · CRD 282710
- Aurora Securities · CRD 46147
- Avantax Investment Services, Inc. · CRD 13686
- Cambridge Investment Research, Inc. · CRD 39543
- Capulent LLC · CRD 155155
- Centaurus Financial, Inc. · CRD 30833
- Colorado Financial Service Corporation · CRD 104343
- 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
- Independent Financial Group, LLC · CRD 7717
- JRL Capital Corporation · CRD 10225
- Lightpath Capital, Inc. · CRD 34617
- McDermott Investment Services, LLC · CRD 154926
- Nationwide Planning Associates Inc. · CRD 31029
- Osaic FA, Inc. · CRD 3978
- Osaic Wealth, Inc. · CRD 23131
- Patrick Capital Markets, LLC · CRD 16518
- Realized Financial, Inc. · CRD 22333
- Sagepoint Financial, Inc. · CRD 133763
- Securities America, Inc. · CRD 10205
- Triad Advisors LLC · CRD 25803
- Woodbury Financial Services, Inc. · CRD 421
Individual representatives named in Item 12 are not listed.
- Date of first sale
- May 17, 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 Phoenix SFR DST?
- Sponsor
- Offerings on record
What does the SEC record show?
- Legal Trust name
- Phoenix SFR DST
- SEC CIK
- 1859538
- First Form D
- May 19, 2021
- Latest Form D
- Dec 15, 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 | $31,807,912 | $31,807,912+$671,373 | 102+5 | EDGAR | |
| Form D/A | $31,807,912 | $31,136,539+$125,993 | 97+1 | EDGAR | |
| Form D/A | $31,807,912 | $31,010,546+$209,743 | 96+2 | EDGAR | |
| Form D/A | $31,807,912 | $30,800,803+$574,141 | 94+1 | EDGAR | |
| Form D/A | $31,807,912 | $30,226,662+$193,837 | 93+2 | EDGAR | |
| Form D/A | $31,807,912 | $30,032,825+$135,215 | 91+2 | EDGAR | |
| Form D/A | $31,807,912 | $29,897,610+$211,691 | 89+1 | EDGAR | |
| Form D/A | $31,807,912 | $29,685,919+$248,515 | 88+2 | EDGAR | |
| Form D/A | $31,807,912 | $29,437,404+$2,611,436 | 86+9 | EDGAR | |
| Form D/A | $31,807,912 | $26,825,968+$1,306,735 | 77+4 | EDGAR | |
| Form D/A | $31,807,912 | $25,519,233+$3,006,814 | 73+7 | EDGAR | |
| Form D/A | $31,807,912 | $22,512,419+$10,035,942 | 66+30 | EDGAR | |
| Form D/A | $31,807,912 | $12,476,477+$10,745,132 | 36+27 | EDGAR | |
| Form D/A | $31,807,912 | $1,731,345+$1,528,006 | 9+8 | EDGAR | |
| Form D | $31,807,912 | $203,339 | 1 | 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 Phoenix SFR DST?
- Phoenix SFR DST is a Historical offering. The last Form D, filed Dec 15, 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.