0001791420-20-000003.txt : 20200205
0001791420-20-000003.hdr.sgml : 20200205
20200205111740
ACCESSION NUMBER: 0001791420-20-000003
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
FILED AS OF DATE: 20200205
DATE AS OF CHANGE: 20200205
EFFECTIVENESS DATE: 20200205
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Phoenix MSA Multifamily DST
CENTRAL INDEX KEY: 0001791420
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-354007
FILM NUMBER: 20576795
BUSINESS ADDRESS:
STREET 1: 2901 BUTTERFIELD ROAD
CITY: OAK BROOK
STATE: IL
ZIP: 60523
BUSINESS PHONE: (630) 218-4916
MAIL ADDRESS:
STREET 1: 2901 BUTTERFIELD ROAD
CITY: OAK BROOK
STATE: IL
ZIP: 60523
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0001791420
Phoenix MSA Multifamily DST
2901 BUTTERFIELD ROAD
OAK BROOK
IL
ILLINOIS
60523
(630) 218-4916
DELAWARE
None
None
Other
Delaware Statutory Trust
true
2019
N/A
Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Sponsor of the Issuer
N/A
Phoenix MSA Multifamily Exchange, L.L.C.
c/o Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Signatory Trustee of the Issuer
N/A
Phoenix MSA Multifamily, L.L.C.
c/o Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Depositor of the Issuer
Keith
D.
Lampi
c/o Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
President of the Sole Member of the Signatory Trustee of the Issuer
Joseph
E.
Binder
c/o Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Other Real Estate
Decline to Disclose
- 06b
true
0001791420-20-000002
2019-11-12
false
true
false
25000
DFPG Investments, Inc.
155576
None
None
9017 S RIVERSIDE DRIVE
SUITE 210
SANDY
UT
UTAH
84070
CA
CALIFORNIA
MO
MISSOURI
false
Lightpath Capital Inc.
34617
None
None
1453 THIRD STREET PROMENADE
SUITE 315
LOS ANGELES
CA
CALIFORNIA
90401
CA
CALIFORNIA
false
Avantax Investment Services Inc
13686
None
None
6333 NORTH STATE HIGHWAY 161
4TH FLOOR
IRVING
TX
TEXAS
75038
CA
CALIFORNIA
CO
COLORADO
FL
FLORIDA
IN
INDIANA
LA
LOUISIANA
NJ
NEW JERSEY
false
Concorde Investment Services, LLC
151604
None
None
19500 VICTOR PARKWAY
SUITE 550
LIVONIA
MI
MICHIGAN
48152
CA
CALIFORNIA
NH
NEW HAMPSHIRE
NM
NEW MEXICO
false
Capulent LLC
155155
None
None
4144 N 44TH STREET
STE 3
PHOENIX
AZ
ARIZONA
85018
MO
MISSOURI
false
Kovack Securities, Inc.
44848
None
None
6451 N. FEDERAL HWY.
SUITE 1201
FT. LAUDERDALE
FL
FLORIDA
33308
NJ
NEW JERSEY
false
Inland Securities Corporation
15807
None
None
2901 BUTTERFIELD ROAD
OAK BROOK
IL
ILLINOIS
60523
IL
ILLINOIS
false
Voya Financial Advisors
2882
None
None
699 WALNUT STREET
SUITE 1000
DES MOINES
IA
IOWA
50309
OR
OREGON
TX
TEXAS
WA
WASHINGTON
false
Commonwealth Financial Network
8032
None
None
29 SAWYER ROAD
WALTHAM
MA
MASSACHUSETTS
02453
NY
NEW YORK
false
RCX Capital Group LLC
114290
None
None
2002 TIMBERLOCH PLACE
SUITE 200
THE WOODLANDS
TX
TEXAS
77380
WA
WASHINGTON
false
Independent Financial Group, LLC
7717
None
None
12671 HIGH BLUFF DRIVE
SUITE 200
SAN DIEGO
CA
CALIFORNIA
92130
CA
CALIFORNIA
OR
OREGON
false
United Planners' Financial Services
20804
None
None
7333 E. DOUBLETREE RANCH ROAD #120
SCOTTSDALE
AZ
ARIZONA
85258
AZ
ARIZONA
false
First Financial Equity Corp
16507
None
None
7373 N. SCOTTSDALE ROAD
STE D120
SCOTTSDALE
AZ
ARIZONA
85253
MT
MONTANA
false
Investacorp, Inc.
7684
None
None
4400 BISCAYNE BLVD
11TH FLOOR
MIAMI
FL
FLORIDA
33137
IL
ILLINOIS
OH
OHIO
false
Great Point Capital LLC
114203
None
None
200 WEST JACKSON BLVD.
SUITE 1000
CHICAGO
IL
ILLINOIS
60606
CA
CALIFORNIA
false
Cetera Financial Specialists LLC
10358
None
None
200 NORTH MARTINGALE ROAD
SEVENTH FLOOR
SCHAUMBURG
IL
ILLINOIS
60173
MO
MISSOURI
false
Lincoln Financial Advisors
3978
None
None
1300 SOUTH CLINTON STREET
SUITE 150
FORT WAYNE
IN
INDIANA
46802
PA
PENNSYLVANIA
false
Berthel Fisher & Co Financial Svcs
13609
None
None
4201 42ND STREET NE
SUITE 100
CEDAR RAPIDS
IA
IOWA
52402
WV
WEST VIRGINIA
false
Woodbury Financial Services, Inc.
421
None
None
7755 3RD STREET NORTH
OAKDALE
MN
MINNESOTA
55128
CA
CALIFORNIA
false
Nationwide Planning Associates, Inc
31029
None
None
115 WEST CENTURY ROAD
SUITE 360
PARAMUS
NJ
NEW JERSEY
07652
CA
CALIFORNIA
false
Cetera Advisor Networks, LLC
13572
None
None
200 N PACIFIC COAST HWY
STE 1300
EL SEGUNDO
CA
CALIFORNIA
90245
CO
COLORADO
false
Cary Street Partners LLC
128089
None
None
901 East Byrd Street
Suite 101
Richmond
VA
VIRGINIA
23219
VA
VIRGINIA
false
Royal Alliance Associates, Inc.
23131
None
None
10 Exchange Place
Suite 1410
Jersey City
NJ
NEW JERSEY
07302
CA
CALIFORNIA
false
30396157
30063414
332743
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
false
53
2705258
true
0
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fee that may be paid to one or more Related Persons.
1566202
true
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.
false
Phoenix MSA Multifamily DST
/s/ Keith D. Lampi
Keith D. Lampi
President/COO of the Member of the Trustee of the Issuer
2020-02-05