Self-Storage Portfolio XII DST
sponsored by Inland Private Capital
Self-Storage Portfolio XII DST, sponsored by Inland Private Capital, filed its first Form D with the SEC on Jan 4, 2021 for a $30.9 million offering. Its last Form D was filed Feb 18, 2021.
How it ended
Last Form D filed Feb 18, 2021.
Key facts
- Minimum investment
- $25,000From the Form D
- Offering size
- $30,958,907Equity offered, per the Form D
- Sold
- 99.3%Form D, Feb 18, 2021; the % is our arithmetic
- Investors reported
- Form D, Feb 18, 202180
- Selling commissions
- Form D Item 15; the % is our arithmetic$1,547,945 · 4.9% 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: Self-Storage Portfolio XII 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
- $1,547,945 · 4.9% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $2,630,178 · 8.4% of offeringForm D Item 16· The filing’s note: “Estimate of certain fees, including the Dealer Fee, Acquisition Fee, Offering and Organizational Expenses, Placement Agent Fee, and Reimbursement of Acquisition and Financing Costs that may accrue to one or more related persons.”
- Broker-dealers named in the Form D
- 23 named in the Form D
Show the firms
- Ameritas Investment Company, LLC · CRD 14869
- Avantax Investment Services, Inc. · CRD 13686
- Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
- Cambridge Investment Research, Inc. · CRD 39543
- Centaurus Financial, Inc. · CRD 30833
- Center Street Securities, Inc. · CRD 26898
- Concorde Investment Services, LLC · CRD 151604
- Crown Capital Securities, L.P. · CRD 6312
- DAI Securities, LLC · CRD 36673
- Emerson Equity LLC · CRD 130032
- Inland Securities Corporation · CRD 15807
- MSC-BD, LLC · CRD 142927
- Nationwide Planning Associates Inc. · CRD 31029
- NexTrend Securities, Inc. · CRD 43710
- Osaic FA, Inc. · CRD 3978
- Osaic FS, Inc. · CRD 3870
- Osaic Wealth, Inc. · CRD 23131
- RCX Capital Group, LLC · CRD 114290
- Realized Financial, Inc. · CRD 22333
- Sagepoint Financial, Inc. · CRD 133763
- The Strategic Financial Alliance, Inc. · CRD 126514
- Western International Securities, Inc. · CRD 39262
- Whitehall-Parker Securities, Inc. · CRD 10608
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Dec 18, 2020
- 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 Self-Storage Portfolio XII DST?
- Sponsor
- Offerings on record
What does the SEC record show?
- Legal Trust name
- Self-Storage Portfolio XII DST
- SEC CIK
- 1838852
- First Form D
- Jan 4, 2021
- Latest Form D
- Feb 18, 2021
- Filings on record
- 2
- 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 | $30,958,907 | $30,749,870+$24,867,740 | 80+63 | EDGAR | |
| Form D | $30,958,907 | $5,882,130 | 17 | EDGAR |
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 Self-Storage Portfolio XII DST?
- Self-Storage Portfolio XII DST is a Historical offering. Last Form D filed Feb 18, 2021.
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.