0001827037-21-000004.txt : 20210224 0001827037-21-000004.hdr.sgml : 20210224 20210224101858 ACCESSION NUMBER: 0001827037-21-000004 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20210224 DATE AS OF CHANGE: 20210224 EFFECTIVENESS DATE: 20210224 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Southeast Multifamily Portfolio DST CENTRAL INDEX KEY: 0001827037 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-377325 FILM NUMBER: 21669474 BUSINESS ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 BUSINESS PHONE: (630) 218-8000 MAIL ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 D/A 1 primary_doc.xml X0708 D/A LIVE 0001827037 Southeast Multifamily Portfolio DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 (630) 218-8000 DELAWARE None None Other Delaware Statutory Trust true 2020 N/A Inland Private Capital Corporation 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Sponsor of the Issuer N/A Southeast Multifamily Portfolio 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 Southeast Multifamily Portfolio, 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 Other Real Estate Decline to Disclose 06b true 0001827037-21-000003 2020-09-30 false true false 25000 Saxony Securities, Inc. 115547 None None 7401 Watson Road Suite 86 St. Louis MO MISSOURI 63119 TX TEXAS false Thornhill Securities, Inc. 22333 None None 5906 Old Fredericksburg Road Suite 201 Austin TX TEXAS 78749 CA CALIFORNIA NY NEW YORK TX TEXAS false DFPG Investments, LLC 155576 None None 9017 S. Riverside Drive Suite 210 Sandy UT UTAH 84070 CA CALIFORNIA FL FLORIDA TN TENNESSEE false Concorde Investment Services, LLC 151604 None None 19500 Victor Parkway Suite 550 Livonia MI MICHIGAN 48152 AZ ARIZONA CA CALIFORNIA FL FLORIDA OR OREGON TN TENNESSEE WA WASHINGTON WI WISCONSIN false NexTrend Securities, Inc. 43710 None None P.O. Box 12108 Austin TX TEXAS 78711 IL ILLINOIS false American Investors Company 38 None None 2440 Camino Ramon Suite 103 San Ramon CA CALIFORNIA 94583 CA CALIFORNIA false Calton & Associates, Inc. 20999 None None 2701 N. Rocky Point Drive Suite 1000 Tampa FL FLORIDA 33607 TX TEXAS false Colorado Financial Services Corporation 104343 None None 188 Inverness Drive West Suite 100 Centennial CO COLORADO 80112 CA CALIFORNIA CO COLORADO NV NEVADA OR OREGON false Western International Securities, Inc. 39262 None None 70 S. Lake Avenue Suite 700 Pasadena CA CALIFORNIA 91101 CA CALIFORNIA false McDermott Investment Securities, LLC 154926 None None 44 East Broad Street 2nd Floor Bethlehem PA PENNSYLVANIA 18018 CA CALIFORNIA false Muriel Siebert & Co., Inc. 5376 None None 15 Exchange Place Suite 800 Jersey City NJ NEW JERSEY 07302 CA CALIFORNIA false Lincoln Financial Advisors Corporation 3978 None None 1300 S. Clinton Street Suite 150 Fort Wayne IN INDIANA 46802 CA CALIFORNIA MD MARYLAND NJ NEW JERSEY OR OREGON PA PENNSYLVANIA false Avantax Investment Services, Inc. 13686 None None 3200 Olympus Boulevard Suite 100 Dallas TX TEXAS 75019 AZ ARIZONA CA CALIFORNIA FL FLORIDA MA MASSACHUSETTS NJ NEW JERSEY NY NEW YORK OR OREGON PA PENNSYLVANIA SC SOUTH CAROLINA TX TEXAS false Independent Financial Group, LLC 7717 None None 12671 High Bluff Drive Suite 200 San Diego CA CALIFORNIA 92130 CA CALIFORNIA MN MINNESOTA NJ NEW JERSEY false Securities America, Inc. 10205 None None 12325 Port Grace Boulevard Lavista NE NEBRASKA 68128 AR ARKANSAS CA CALIFORNIA KY KENTUCKY NE NEBRASKA NJ NEW JERSEY NY NEW YORK OH OHIO TX TEXAS false Stifel, Nicolaus & Company, Incorporated 793 None None 501 North Broadway St. Louis MO MISSOURI 63102 CA CALIFORNIA MI MICHIGAN NY NEW YORK WI WISCONSIN false Woodbury Financial Services, Inc. 421 None None 7755 3rd Street North Oakdale MN MINNESOTA 55128 AZ ARIZONA CA CALIFORNIA FL FLORIDA false Berthel, Fisher & Company Financial Services, Inc. 13609 None None 4201 42nd Street NE Suite 100 Cedar Rapids IA IOWA 52402 OH OHIO false Cambridge Investment Research, Inc. 39543 None None 1776 Pleasant Plain Road Fairfield IA IOWA 52556 AZ ARIZONA CA CALIFORNIA HI HAWAII UT UTAH WA WASHINGTON false JRL Capital Corporation 10225 None None 20371 Irvine Avenue Suite A-140 Newport Beach CA CALIFORNIA 92660 CA CALIFORNIA false Royal Alliance Associates, Inc. 23131 None None 10 Exchange Place Suite 1410 Jersey City NJ NEW JERSEY 07302 CA CALIFORNIA NV NEVADA TN TENNESSEE WI WISCONSIN false Cetera Advisors LLC 10299 None None 400 First Street South Suite 300 Saint Cloud MN MINNESOTA 56301 WA WASHINGTON false Capulent LLC 155155 None None 4144 N. 44th Street Suite 3 Phoenix AZ ARIZONA 85018 MO MISSOURI false Courtlandt Securities Corporation 137356 None None 18218 McDurmott East Suite A Irvine CA CALIFORNIA 92614 CA CALIFORNIA false The Strategic Financial Alliance, Inc. 126514 None None 2200 Century Parkway Suite 500 Atlanta GA GEORGIA 30345 NY NEW YORK false Triad Advisors LLC 25803 None None 5155 Peachtree Parkway Suite 3220 Norcross GA GEORGIA 30092 TN TENNESSEE false Sagepoint Financial, Inc. 133763 None None 20 E. Thomas Road Suite 2000 Phoenix AZ ARIZONA 85012 CA CALIFORNIA CO COLORADO HI HAWAII NH NEW HAMPSHIRE false Vanderbilt Securities, LLC 5953 None None 125 Froehlich Farm Boulevard Woodbury NY NEW YORK 11797 GA GEORGIA NY NEW YORK false United Planners' Financial Services of America 20804 None None 7333 E. Doubletree Ranch Road #120 Scottsdale AZ ARIZONA 85258 AZ ARIZONA OK OKLAHOMA false Ameritas Investment Company, LLC 14869 None None 5900 "O" Street Lincoln NE NEBRASKA 68510 CA CALIFORNIA false Capital Investment Group, Inc. 14752 None None 100 E. Six Forks Road Suite 200 Raleigh NC NORTH CAROLINA 27609 GA GEORGIA false Centaurus Financial, Inc. 30833 None None 2300 E. Katella Avenue Suite 200 Anaheim CA CALIFORNIA 92806 CA CALIFORNIA false DAI Securities, LLC 36673 None None 2200 Century Parkway NE Suite 435 Atlanta GA GEORGIA 30345 CA CALIFORNIA false Emerson Equity LLC 130032 None None 155 Bovet Road Suite 725 San Mateo CA CALIFORNIA 94402 CO COLORADO false Cetera Financial Specialists LLC 10358 None None 200 N. Martingale Road 7th Floor Schamburg IL ILLINOIS 60173 IL ILLINOIS OR OREGON false Independence Capital Co., Inc. 24723 None None 5579 Pearl Road Suite 100 Parma OH OHIO 44129 FL FLORIDA OH OHIO false Cetera Advisor Networks LLC 13572 None None 200 N. Pacific Coast Highway Suite 1300 El Segundo CA CALIFORNIA 90245 AL ALABAMA NY NEW YORK WI WISCONSIN false APW Capital, Inc. 43814 None None 100 Enterprise Drive Suite 504 Rockaway NJ NEW JERSEY 07866 NJ NEW JERSEY false Infinex Investments, Inc. 35371 None None 538 Preston Avenue Meriden CT CONNECTICUT 06450 FL FLORIDA false Arkadios Capital 282710 None None 309 East Paces Ferry Road Suite 1000 Atlanta GA GEORGIA 30305 FL FLORIDA false First Allied Securities, Inc. 32444 None None 655 West Broadway 12th Floor San Diego CA CALIFORNIA 92101 CO COLORADO false Tfs Securities, Inc. 20626 None None 437 Newman Springs Road Lincroft NJ NEW JERSEY 07738 OH OHIO false RCX Capital Group, LLC 114290 None None 2002 Timberloch Place Suite 200 The Woodlands TX TEXAS 77380 CO COLORADO IL ILLINOIS false International Assets Advisory, LLC 10645 None None 390 North Orange Avenue Suite 750 Orlando FL FLORIDA 32801 IA IOWA false Infinity Financial Services 144302 None None 212 9th Street Suite 202 Oakland CA CALIFORNIA 94607 CA CALIFORNIA false 88388065 86202350 2185715 Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. false 171 7866538 true 0 true Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid to one or more Related Persons. 4487437 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 Southeast Multifamily Portfolio DST /s/ Keith D. Lampi Keith D. Lampi President/COO of sole Member of Signatory Trustee of Issuer 2021-02-24