Top1031

Sun Belt SFR Portfolio DST

sponsored by Inland Private Capital

HistoricalLast Form D, filed Feb 18, 2022, reports the offering fully sold (opens in a new tab)

Sun Belt SFR Portfolio DST, sponsored by Inland Private Capital, filed its first Form D with the SEC on Sep 8, 2021 for a $137 million offering. Its last Form D, filed Feb 18, 2022, reports the offering fully sold.

How it ended

No outcome recorded · under 7 years

The last Form D, filed Feb 18, 2022, reports the offering fully sold.

Inland Private Capital has 8 active offerings on record →

Key facts

Minimum investment
$25,000
From the Form D
Offering size
$137,048,031
Equity offered, per the Form D
Sold
100%
Form D, Feb 18, 2022; the % is our arithmetic
Investors reported
226
Form D, Feb 18, 2022
Selling commissions
$12,197,275 · 8.9% of offering
Form D Item 15; the % is our arithmetic
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: Sun Belt SFR 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
$12,197,275 · 8.9% of offering
Finders’ fees
$0
Paid to officers, directors and promoters
$7,083,645 · 5.1% of offering
Form 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
47 named in the Form D
Show the firms

Individual representatives named in Item 12 are not listed.

Date of first sale
Aug 25, 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.

What does the SEC record show?

Legal Trust name
Sun Belt SFR Portfolio DST
SEC CIK
1880055
First Form D
Sep 8, 2021
Latest Form D
Feb 18, 2022
Filings on record
13
Offered under
Rule 506(b)
General advertising and solicitation are not permitted under this exemption.
Source filing
Read the filings on SEC EDGAR

SEC Form D filings, newest first

FiledFormOffering amountAmount soldInvestors
Form D/A$137,048,031
$137,048,031+$437,006
226+2
EDGAR
Form D/A$137,048,031
$136,611,025+$50,000
224+1
EDGAR
Form D/A$137,048,031
$136,561,025+$3,939,347
223+8
EDGAR
Form D/A$137,048,031
$132,621,678+$937,454
215+3
EDGAR
Form D/A$137,048,031
$131,684,224+$3,449,094
212+11
EDGAR
Form D/A$137,048,031
$128,235,130+$5,670,651
201+10
EDGAR
Form D/A$137,048,031
$122,564,479+$14,051,875
191+29
EDGAR
Form D/A$137,048,031
$108,512,604+$37,808,743
162+35
EDGAR
Form D/A$137,048,031
$70,703,861+$24,155,861
127+46
EDGAR
Form D/A$137,048,031
$46,548,000+$26,519,005
81+43
EDGAR
Form D/A$137,048,031
$20,028,995+$11,730,503
38+23
EDGAR
Form D/A$137,048,031
$8,298,492+$7,247,352
15+12
EDGAR
Form D$137,048,031
$1,051,140
3
EDGAR
Show all 13 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 Sun Belt SFR Portfolio DST?
Sun Belt SFR Portfolio DST is a Historical offering. The last Form D, filed Feb 18, 2022, reports the offering fully sold.

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.