0001880055-21-000003.txt : 20211006 0001880055-21-000003.hdr.sgml : 20211006 20211006120142 ACCESSION NUMBER: 0001880055-21-000003 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20211006 DATE AS OF CHANGE: 20211006 EFFECTIVENESS DATE: 20211006 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: 211309265 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 0001880055-21-000002 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 WA WASHINGTON 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 OH OHIO false Emerson Equity LLC 130032 None None 155 Bovet Road Suite 725 San Mateo CA CALIFORNIA 94402 CA CALIFORNIA IL ILLINOIS WA WASHINGTON false National Securities Corporation 7569 None None 5000 T-Rex Avenue Suite 300 Boca Raton FL FLORIDA 33431 NJ NEW JERSEY NY NEW YORK false Lion Street Financial 165828 None None 515 Congress Avenue Suite 2500 Austin TX TEXAS 78701 CA CALIFORNIA VA VIRGINIA false Infinex Investments, Inc. 35371 None None 538 Preston Avenue Meriden CT CONNECTICUT 06450 FL FLORIDA false Whitehall-Parker Securities, Inc. 10608 None None 117 Paul Drive Suite B San Rafael CA CALIFORNIA 94903 OR OREGON false Avantax Investment Services, Inc. 13686 None None 3200 Olympus Boulevard Suite 100 Dallas TX TEXAS 75019 CA CALIFORNIA TX TEXAS false Sagepoint Financial, Inc. 133763 None None 20 E. Thomas Road Suite 2000 Phoenix AZ ARIZONA 85012 HI HAWAII false DAI Securities, LLC 36673 None None 2200 Century Parkway NE Suite 435 Atlanta GA GEORGIA 30345 NY NEW YORK false Stifel, Nicolaus & Company, Incorporated 793 None None 501 North Broadway St. Louis MO MISSOURI 63102 CA CALIFORNIA false Woodbury Financial Services, Inc. 421 None None 7755 3rd Street North Oakale MN MINNESOTA 55128 CA CALIFORNIA CO COLORADO TX TEXAS false 137048031 20028995 117019036 Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. false 38 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 2021-10-06