Wauwatosa Multifamily DST
sponsored by Inland Private Capital
Wauwatosa Multifamily DST, sponsored by Inland Private Capital, filed its first Form D with the SEC on Feb 24, 2021 for a $23 million offering. Inland Private Capital sold the property in Oct 2023, as reported by the sponsor.
How it ended
Sold Oct 2023.
- Equity multiple
- 1.55× as reported by the sponsor
- Date
- Oct 30, 2023
Key facts
- Minimum investment
- $25,000From the Form D
- Offering size
- $23,026,079Equity offered, per the Form D
- Sold
- 100%Form D, Jul 29, 2021; the % is our arithmetic
- Investors reported
- Form D, Jul 29, 202175
- Selling commissions
- Form D Item 15; the % is our arithmetic$2,049,321 · 8.8% 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: Wauwatosa Multifamily 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
- $2,049,321 · 8.8% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $1,312,502 · 5.7% 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
- 14 named in the Form D
Show the firms
- APW Capital, Inc. · CRD 43814
- Avantax Investment Services, Inc. · CRD 13686
- Centaurus Financial, Inc. · CRD 30833
- Concorde Investment Services, LLC · CRD 151604
- DAI Securities, LLC · CRD 36673
- Great Point Capital LLC · CRD 114203
- Independence Capital Co., Inc. · CRD 24723
- Independent Financial Group, LLC · CRD 7717
- M.S. Howells & Co. · CRD 104100
- Purshe Kaplan Sterling Investments · CRD 35747
- Stax Capital · CRD 300607
- TCFG Wealth Management, LLC · CRD 164153
- Wealthforge Securities, LLC · CRD 152550
- Whitehall-Parker Securities, Inc. · CRD 10608
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Feb 19, 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 Wauwatosa Multifamily DST?
- Sponsor
- Offerings on record
What does the SEC record show?
- Legal Trust name
- Wauwatosa Multifamily DST
- SEC CIK
- 1846761
- First Form D
- Feb 24, 2021
- Latest Form D
- Jul 29, 2021
- Filings on record
- 13
- 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 | $23,026,079 | $23,026,079+$130,000 | 75+1 | EDGAR | |
| Form D/A | $23,026,079 | $22,896,079+$100,000 | 74+1 | EDGAR | |
| Form D/A | $23,026,079 | $22,796,079+$843,460 | 73+2 | EDGAR | |
| Form D/A | $23,026,079 | $21,952,619+$2,083,333 | 71+1 | EDGAR | |
| Form D/A | $23,026,079 | $19,869,286+$1,453,008 | 70+6 | EDGAR | |
| Form D/A | $23,026,079 | $18,416,278+$2,557,091 | 64+9 | EDGAR | |
| Form D/A | $23,026,079 | $15,859,187+$2,946,442 | 55+17 | EDGAR | |
| Form D/A | $23,026,079 | $12,912,745+$3,645,059 | 38+14 | EDGAR | |
| Form D/A | $23,026,079 | $9,267,686 | 24 | EDGAR | |
| Form D/A | $23,026,079 | $9,267,686+$4,457,504 | 24+9 | EDGAR | |
| Form D/A | $23,026,079 | $4,810,182+$3,726,705 | 15+10 | EDGAR | |
| Form D/A | $23,026,079 | $1,083,477+$977,094 | 5+4 | EDGAR | |
| Form D | $23,026,079 | $106,383 | 1 | 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 Wauwatosa Multifamily DST?
- Wauwatosa Multifamily DST is a Historical offering. Sold Oct 2023, as reported by Inland Private Capital.
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.