0001880055-21-000002.txt : 20210922
0001880055-21-000002.hdr.sgml : 20210922
20210922135721
ACCESSION NUMBER: 0001880055-21-000002
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
FILED AS OF DATE: 20210922
DATE AS OF CHANGE: 20210922
EFFECTIVENESS DATE: 20210922
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sun Belt SFR Portfolio DST
CENTRAL INDEX KEY: 0001880055
IRS NUMBER: 876476679
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-412654
FILM NUMBER: 211269162
BUSINESS ADDRESS:
STREET 1: C/O INLAND PRIVATE CAPITAL CORPORATION
STREET 2: 2901 BUTTERFIELD ROAD
CITY: OAK BROOK
STATE: IL
ZIP: 60523
BUSINESS PHONE: (630) 218-8000
MAIL ADDRESS:
STREET 1: C/O INLAND PRIVATE CAPITAL CORPORATION
STREET 2: 2901 BUTTERFIELD ROAD
CITY: OAK BROOK
STATE: IL
ZIP: 60523
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0001880055
Sun Belt SFR Portfolio DST
C/O INLAND PRIVATE CAPITAL CORPORATION
2901 BUTTERFIELD ROAD
OAK BROOK
IL
ILLINOIS
60523
(630) 218-8000
DELAWARE
None
None
Other
Delaware Statutory Trust
true
2021
N/A
Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Sponsor of the Issuer
N/A
Sun Belt SFR 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
Sun Belt SFR 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
N/A
CTC Sun Belt SFR Portfolio, L.L.C.
c/o Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Depositor of the Issuer
Other Real Estate
Decline to Disclose
- 06b
true
0001880055-21-000001
2021-08-25
false
true
false
25000
Concorde Investment Services, LLC
151604
None
None
19500 Victor Parkway
Suite 550
Livonia
MI
MICHIGAN
48152
CA
CALIFORNIA
FL
FLORIDA
false
Independent Financial Group, LLC
7717
None
None
12671 High Bluff Drive
Suite 200
San Diego
CA
CALIFORNIA
92130
CA
CALIFORNIA
UT
UTAH
WA
WASHINGTON
false
Cambridge Investment Research, Inc.
39543
None
None
1776 Pleasant Plain Road
Fairfield
IA
IOWA
52556
NJ
NEW JERSEY
false
Emerson Equity LLC
130032
None
None
155 Bovet Road
Suite 725
San Mateo
CA
CALIFORNIA
94402
IL
ILLINOIS
false
National Securities Corporation
7569
None
None
5000 T-Rex Avenue
Suite 300
Boca Raton
FL
FLORIDA
33431
NJ
NEW JERSEY
false
Lion Street Financial
165828
None
None
515 Congress Avenue
Suite 2500
Austin
TX
TEXAS
78701
CA
CALIFORNIA
false
Infinex Investments, Inc.
35371
None
None
538 Preston Avenue
Meriden
CT
CONNECTICUT
06450
FL
FLORIDA
false
137048031
8298492
128749539
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
false
15
12197275
true
0
true
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid.
7083645
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
Sun Belt SFR Portfolio DST
/s/ Keith D. Lampi
Keith D. Lampi
President/COO of sole member of Signatory Trustee of Issuer
2021-09-22