0001880055-22-000004.txt : 20220218 0001880055-22-000004.hdr.sgml : 20220218 20220218090811 ACCESSION NUMBER: 0001880055-22-000004 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220218 DATE AS OF CHANGE: 20220218 EFFECTIVENESS DATE: 20220218 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: 22651010 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 0001880055-22-000003 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 NY NEW YORK UT UTAH 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 CA CALIFORNIA CO COLORADO ID IDAHO NJ NEW JERSEY OH OHIO TX TEXAS VA VIRGINIA false Emerson Equity LLC 130032 None None 155 Bovet Road Suite 725 San Mateo CA CALIFORNIA 94402 CA CALIFORNIA CO COLORADO 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 CA CALIFORNIA OR OREGON false Avantax Investment Services, Inc. 13686 None None 3200 Olympus Boulevard Suite 100 Dallas TX TEXAS 75019 AR ARKANSAS CA CALIFORNIA CO COLORADO LA LOUISIANA MN MINNESOTA NJ NEW JERSEY OR OREGON SC SOUTH CAROLINA 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 IL ILLINOIS PA PENNSYLVANIA false DAI Securities, LLC 36673 None None 2200 Century Parkway NE Suite 435 Atlanta GA GEORGIA 30345 AZ ARIZONA CA CALIFORNIA CT CONNECTICUT FL FLORIDA IL ILLINOIS MO MISSOURI NY NEW YORK false Stifel, Nicolaus & Company, Incorporated 793 None None 501 North Broadway St. Louis MO MISSOURI 63102 CA CALIFORNIA FL FLORIDA WY WYOMING false Woodbury Financial Services, Inc. 421 None None 7755 3rd Street North Oakale MN MINNESOTA 55128 CA CALIFORNIA CO COLORADO IA IOWA MN MINNESOTA NE NEBRASKA NJ NEW JERSEY TX TEXAS WI WISCONSIN false Arkadios Capital 282710 None None 309 East Paces Ferry Road Suite 1000 Atlanta GA GEORGIA 30305 CA CALIFORNIA FL FLORIDA GA GEORGIA PA PENNSYLVANIA 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 CA CALIFORNIA 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 CA CALIFORNIA FL FLORIDA HI HAWAII ME MAINE NY NEW YORK false Securities America, Inc. 10205 None None 12325 Port Grace Boulevard Lavista NE NEBRASKA 68128 AR ARKANSAS IA IOWA MA MASSACHUSETTS NE NEBRASKA NY NEW YORK OR OREGON TX TEXAS false RCX Capital Group, LLC 114290 None None 2002 Timerbloch Place Suite 200 The Woodlands TX TEXAS 77380 AZ ARIZONA IL ILLINOIS MN MINNESOTA NV NEVADA false Lightpath Capital, Inc. 34617 None None 1560 E. Southlake Boulevard Suite 100 Southlake TX TEXAS 76092 CA CALIFORNIA false Lincoln Financial Advisors 3978 None None 1301 South Harrison Street Fort Wayne IN INDIANA 46802 AZ ARIZONA CA CALIFORNIA IN INDIANA MA MASSACHUSETTS NY NEW YORK false Colorado Financial Service Corporation 104343 None None 188 Inverness Drive West Suite 100 Centennial CO COLORADO 80112 CA CALIFORNIA TX TEXAS false First Allied Securities, Inc. 32444 None None 655 West Broadway 12th Floor San Diego CA CALIFORNIA 92101 HI HAWAII false American Investors Company 38 None None 2440 Camino Ramon Suite 103 San Ramon CA CALIFORNIA 94583 CA CALIFORNIA false Cetera Financial Specialists LLC 10358 None None 1450 American Lane 6th Floor Suite 650 Schaumburg IL ILLINOIS 60173 IL ILLINOIS MO MISSOURI false FSC Securities Corporation 7461 None None 2300 Windy Ridge Parkway Suite 750N Atlanta GA GEORGIA 30339 WI WISCONSIN false Ameritas Investment Company, LLC 14869 None None 5900 "O" Street Lincoln NE NEBRASKA 68510 CA CALIFORNIA FL FLORIDA NC NORTH CAROLINA false Lincoln Financial Securities Corporation 3870 None None 1301 South Harrison Streeet Fort Wayne IN INDIANA 46802 CA CALIFORNIA false Calton & Associates, Inc. 20999 None None 2701 N. Rocky Point Drive Suite 1000 Tampa FL FLORIDA 33607 CA CALIFORNIA false Cabot Lodge Securities LLC 159712 None None 200 Vesey Street 24th Floor New York NY NEW YORK 10281 CA CALIFORNIA false Nationwide Planning Associates Inc. 31029 None None 115 West Century Road Suite 360 Paramus NJ NEW JERSEY 07652 CA CALIFORNIA false NexTrend Securities, Inc. 43710 None None P.O. Box 12108 Austin TX TEXAS 78711 IL ILLINOIS false Paulson Investment Company 5670 None None 5335 Meadows Road Suite 465 Lake Oswego OR OREGON 97035 OR OREGON false Saxony Securities, Inc. 115547 None None 11152 S. Towne Square St. Louis MO MISSOURI 63123 TX TEXAS false Portsmouth Financial Services 13980 None None 601 Montgomery Street Suite 1950 San Francisco CA CALIFORNIA 94111 CA CALIFORNIA false Triad Advisors LLC 25803 None None 5155 Peachtree Parkway Suite 3220 Norcross GA GEORGIA 30092 MD MARYLAND false J.W. Cole Financial, Inc. 124583 None None 4301 Anchor Plaza Parkway Suite 450 Tampa FL FLORIDA 33634 AZ ARIZONA false Muriel Siebert & Co., Inc. 5376 None None 15 Exchange Place Suite 800 Jersey City NJ NEW JERSEY 07302 NJ NEW JERSEY false McDermott Investment Services, LLC 154926 None None 44 East Broad Street 2nd Floor Bethlehem PA PENNSYLVANIA 18018 CA CALIFORNIA false Cetera Advisors LLC 10299 None None 400 First Street South Suite 300 Saint Cloud MN MINNESOTA 56301 CA CALIFORNIA false Patrick Capital Markets, LLC 16518 None None 11152 South Towne Square St. Louis MO MISSOURI 63123 CA CALIFORNIA false Northland Securities, Inc. 40258 None None 150 South Fifth Street Suite 3300 Minneapolis MN MINNESOTA 55402 MN MINNESOTA false 137048031 137048031 0 Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion. false 226 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 2022-02-18