0001880055-21-000004.txt : 20211020 0001880055-21-000004.hdr.sgml : 20211020 20211020113951 ACCESSION NUMBER: 0001880055-21-000004 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20211020 DATE AS OF CHANGE: 20211020 EFFECTIVENESS DATE: 20211020 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: 211333161 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 0001880055-21-000003 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 WY WYOMING false Cambridge Investment Research, Inc. 39543 None None 1776 Pleasant Plain Road Fairfield IA IOWA 52556 AZ ARIZONA ID IDAHO 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 TX TEXAS 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 AR ARKANSAS CA CALIFORNIA LA LOUISIANA MN MINNESOTA OR OREGON TX TEXAS WA WASHINGTON false Sagepoint Financial, Inc. 133763 None None 20 E. Thomas Road Suite 2000 Phoenix AZ ARIZONA 85012 CA CALIFORNIA HI HAWAII PA PENNSYLVANIA false DAI Securities, LLC 36673 None None 2200 Century Parkway NE Suite 435 Atlanta GA GEORGIA 30345 AZ ARIZONA NY NEW YORK false Stifel, Nicolaus & Company, Incorporated 793 None None 501 North Broadway St. Louis MO MISSOURI 63102 CA CALIFORNIA FL FLORIDA false Woodbury Financial Services, Inc. 421 None None 7755 3rd Street North Oakale MN MINNESOTA 55128 CA CALIFORNIA CO COLORADO IA IOWA TX TEXAS false Arkadios Capital 282710 None None 309 East Paces Ferry Road Suite 1000 Atlanta GA GEORGIA 30305 FL FLORIDA false Great Point Capital LLC 114203 None None 200 West Jackson Boulevard Suite 1000 Chicago IL ILLINOIS 60606 CA CALIFORNIA false Cetera Advisor Networks LLC 13572 None None 200 N. Pacific Coast Highway Suite 1300 El Segundo CA CALIFORNIA 90245 CO COLORADO false International Assets Advisory, LLC 10645 None None 390 North Orange Avenue Suite 750 Orlando FL FLORIDA 32801 CT CONNECTICUT IA IOWA false Thornhill Securities, Inc. 22333 None None 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 OK OKLAHOMA false Purshe Kaplan Sterling Investments 35747 None None 80 State Street Albany NY NEW YORK 12207 TX TEXAS false Centaurus Financial, Inc. 30833 None None 2300 E. Katella Avenue Suite 200 Anaheim CA CALIFORNIA 92806 CA CALIFORNIA false DFPG Investments, LLC 155576 None None 9017 S. Riverside Drive Suite 210 Sandy UT UTAH 84070 OR OREGON false JRL Capital Corporation 10225 None None 100 Pacifica Suite 360 Irvine CA CALIFORNIA 92618 CA CALIFORNIA false Royal Alliance Associates, Inc. 23131 None None 10 Exchange Place Suite 1410 Jersey City NJ NEW JERSEY 07302 HI HAWAII ME MAINE NY NEW YORK false Securities America, Inc. 10205 None None 12325 Port Grace Boulevard Lavista NE NEBRASKA 68128 TX TEXAS false RCX Capital Group, LLC 114290 None None 2002 Timerbloch Place Suite 200 The Woodlands TX TEXAS 77380 IL ILLINOIS false 137048031 46548000 90500031 Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. false 81 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 2021-10-20