FORM D
Notice of Exempt Offering of Securities

UNITED STATES SECURITIES
AND EXCHANGE COMMISSION
Washington, D.C.

OMB APPROVAL
OMB Number: 3235-0076
Estimated Average burden hours per response: 4.0
1. Issuer's Identity
CIK (Filer ID Number)Previous Name(s)Checkbox checkedNoneEntity Type
0002047612
Radio button not checkedCorporation
Radio button not checked Limited Partnership
Radio button not checked Limited Liability Company
Radio button not checked General Partnership
Radio button not checked Business Trust
Radio button checkedOther
Delaware Statutory Trust
 
Name of Issuer
 Wheaton Multifamily DST
Jurisdiction of Incorporation/Organization
DELAWARE 
Year of Incorporation/Organization
Radio button not checkedOver Five Years Ago
Radio button checkedWithin Last Five Years (Specify Year)
2024
Radio button not checkedYet to Be Formed
 
  
  
 
2. Principal Place of Business and Contact Information
Name of Issuer
 Wheaton Multifamily DST
Street Address 1Street Address 2
 C/O INLAND PRIVATE CAPITAL CORPORATION
 2901 BUTTERFIELD ROAD
CityState/Province/CountryZIP/Postal CodePhone No. of Issuer
 OAK BROOK
 ILLINOIS
 
 60523
 (630) 218-8000 



3. Related Persons

Last NameFirst NameMiddle Name
Inland Private Capital Corporation
N/A
Street Address 1Street Address 2
 2901 Butterfield Road 
 
CityState/Province/CountryZIP/Postal Code
 Oak Brook
 ILLINOIS
 60523
 
Relationship:Checkbox checkedExecutive OfficerCheckbox not checkedDirectorCheckbox not checkedPromoter
Clarification of Response (if Necessary)
Sponsor of the Issuer


Last NameFirst NameMiddle Name
Wheaton Multifamily Exchange, L.L.C.
N/A
Street Address 1Street Address 2
 c/o Inland Private Capital Corporation 
 2901 Butterfield Road
CityState/Province/CountryZIP/Postal Code
 Oak Brook
 ILLINOIS
 60523
 
Relationship:Checkbox checkedExecutive OfficerCheckbox not checkedDirectorCheckbox not checkedPromoter
Clarification of Response (if Necessary)
Signatory Trustee of the Issuer


Last NameFirst NameMiddle Name
Wheaton Multifamily, L.L.C.
N/A
Street Address 1Street Address 2
 c/o Inland Private Capital Corporation 
 2901 Butterfield Road
CityState/Province/CountryZIP/Postal Code
 Oak Brook
 ILLINOIS
 60523
 
Relationship:Checkbox checkedExecutive OfficerCheckbox not checkedDirectorCheckbox not checkedPromoter
Clarification of Response (if Necessary)
Depositor of the Issuer


Last NameFirst NameMiddle Name
Lampi
Keith
D.
Street Address 1Street Address 2
 c/o Inland Private Capital Corporation 
 2901 Butterfield Road
CityState/Province/CountryZIP/Postal Code
 Oak Brook
 ILLINOIS
 60523
 
Relationship:Checkbox checkedExecutive OfficerCheckbox not checkedDirectorCheckbox not checkedPromoter
Clarification of Response (if Necessary)
President/Chief Executive Officer of the Sponsor of the Issuer




4. Industry Group
 Radio button not checkedAgriculture
Banking & Financial Services
 Radio button not checked Commercial Banking
 Radio button not checked Insurance
 Radio button not checkedInvesting
 Radio button not checked Investment Banking
 Radio button not checked Pooled Investment Fund

 Radio button not checkedOther Banking & Financial Services
Radio button not checked Business Services
Energy
 Radio button not checked Coal Mining
 Radio button not checked Electric Utilities
 Radio button not checked Energy Conservation
 Radio button not checked Environmental Services
 Radio button not checked Oil & Gas
 Radio button not checked Other Energy
Health Care
 Radio button not checked Biotechnology
 Radio button not checked Health Insurance
 Radio button not checked Hospitals & Physicians
 Radio button not checked Pharmaceuticals
 Radio button not checked Other Health Care
   
   
   
  
Radio button not checked Manufacturing
Real Estate
 Radio button not checkedCommercial
 Radio button not checkedConstruction
 Radio button not checkedREITS & Finance
 Radio button not checkedResidential
Radio button checkedOther Real Estate
Radio button not checked Retailing
Radio button not checkedRestaurants
Technology
Radio button not checked Computers
Radio button not checked Telecommunications
Radio button not checked Other Technology
Travel
Radio button not checked Airlines & Airports
Radio button not checked Lodging & Conventions
Radio button not checked Tourism & Travel Services
Radio button not checked Other Travel
Radio button not checkedOther

  
   
5. Issuer Size
Revenue RangeAggregate Net Asset Value Range
Radio button not checkedNo RevenuesRadio button not checked No Aggregate Net Asset Value
Radio button not checked $1 - $1,000,000Radio button not checked$1 - $5,000,000
Radio button not checked $1,000,001 - $5,000,000Radio button not checked $5,000,001 - $25,000,000
Radio button not checked$5,000,001 - $25,000,000Radio button not checked $25,000,001 - $50,000,000
Radio button not checked$25,000,001 - $100,000,000Radio button not checked $50,000,001 - $100,000,000
Radio button not checked Over $100,000,000Radio button not checked Over $100,000,000
Radio button checked Decline to Disclose Radio button not checkedDecline to Disclose
Radio button not checked Not ApplicableRadio button not checked Not Applicable

 
6. Federal Exemption(s) and Exclusion(s) Claimed (select all that apply)
Checkbox not checkedRule 504(b)(1) (not (i), (ii)
or (iii))		Checkbox checkedRule 506(b)      
Checkbox not checkedRule 504 (b)(1)(i) Checkbox not checkedRule 506(c)
Checkbox not checkedRule 504 (b)(1)(ii) Checkbox not checkedSecurities Act Section 4(a)(5)
Checkbox not checkedRule 504 (b)(1)(iii)Checkbox checkedInvestment Company Act Section 3(c)
Checkbox not checkedSection 3(c)(1)Checkbox not checkedSection 3(c)(9)
Checkbox not checkedSection 3(c)(2)Checkbox not checkedSection 3(c)(10)
Checkbox not checkedSection 3(c)(3)Checkbox not checkedSection 3(c)(11)
Checkbox not checkedSection 3(c)(4)Checkbox not checkedSection 3(c)(12)
Checkbox checkedSection 3(c)(5)Checkbox not checkedSection 3(c)(13)
Checkbox not checkedSection 3(c)(6)Checkbox not checkedSection 3(c)(14)
Checkbox not checkedSection 3(c)(7)
 
 

7. Type of Filing
Checkbox not checked New Notice Date of First Sale 
2024-12-18
Checkbox not checked First Sale Yet to Occur
Checkbox checked Amendment


 
 
8. Duration of Offering
Does the Issuer intend this offering to last more than one year? Radio button not checked Yes Radio button checked No
 
 
9. Type(s) of Securities Offered (select all that apply)
Checkbox checkedPooled Investment Fund InterestsCheckbox checkedEquity
Checkbox not checkedTenant-in-Common Securities Checkbox not checkedDebt
Checkbox not checkedMineral Property SecuritiesCheckbox not checkedOption, Warrant or Other Right to Acquire Another Security
Checkbox not checkedSecurity to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire SecurityCheckbox not checkedOther (describe)
 
 
 
10. Business Combination Transaction
Is this offering being made in connection with a business combination transaction, such as a merger, acquisition or exchange offer? Radio button not checked Yes Radio button checked No
Clarification of Response (if Necessary)
 
 
 
11. Minimum Investment
Minimum investment accepted from any outside investor$
 25000
USD

12. Sales Compensation
Recipient Recipient CRD NumberCheckbox not checkedNone
 RCX Capital Group, LLC
 114290
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
2002 Timberloch Place
Suite 200
City State/Province/CountryZIP/Postal Code
 The Woodlands
 TEXAS
 77380
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
COLORADO
ILLINOIS
MINNESOTA
NORTH CAROLINA
OREGON
Recipient Recipient CRD NumberCheckbox not checkedNone
 Realized Financial, Inc.
 22333
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
400 West 15th Street
Suite 700
City State/Province/CountryZIP/Postal Code
 Austin
 TEXAS
 78701
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
MASSACHUSETTS
NEW JERSEY
TEXAS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Chauner Securities, Inc.
 10075
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
666 Dundee Road
Suite 903
City State/Province/CountryZIP/Postal Code
 Northbrook
 ILLINOIS
 60062
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
MISSOURI
UTAH
Recipient Recipient CRD NumberCheckbox not checkedNone
 Concorde Investment Services, LLC
 151604
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
3909 Research Park Drive
Suite 200
City State/Province/CountryZIP/Postal Code
 Ann Arbor
 MICHIGAN
 48108
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ARIZONA
CALIFORNIA
MASSACHUSETTS
WISCONSIN
Recipient Recipient CRD NumberCheckbox not checkedNone
 DAI Securities, LLC
 36673
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
2800 Century Parkway NE
Suite 650
City State/Province/CountryZIP/Postal Code
 Atlanta
 GEORGIA
 30345
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ARIZONA
CALIFORNIA
ILLINOIS
MICHIGAN
MINNESOTA
MISSOURI
NEW JERSEY
NEW YORK
OHIO
Recipient Recipient CRD NumberCheckbox not checkedNone
 Metric Financial, LLC
 33324
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1180 West Peachtree Street NW
Suite 1910
City State/Province/CountryZIP/Postal Code
 Atlanta
 GEORGIA
 30309
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
FLORIDA
MASSACHUSETTS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Avantax Investment Services, Inc.
 13686
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
3200 Olympus Boulevard
Suite 100
City State/Province/CountryZIP/Postal Code
 Dallas
 TEXAS
 75019
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ARIZONA
ARKANSAS
CALIFORNIA
FLORIDA
GEORGIA
ILLINOIS
MARYLAND
MASSACHUSETTS
NEW JERSEY
NEW YORK
OKLAHOMA
OREGON
TEXAS
Recipient Recipient CRD NumberCheckbox not checkedNone
 DFPG Investments, LLC
 155576
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
9017 South Riverside Drive
Suite 210
City State/Province/CountryZIP/Postal Code
 Sandy
 UTAH
 84070
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
MASSACHUSETTS
NEW YORK
OREGON
UTAH
Recipient Recipient CRD NumberCheckbox not checkedNone
 World Equity Group, Inc.
 29087
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
425 North Martingale Road
Suite 1220
City State/Province/CountryZIP/Postal Code
 Schaumburg
 ILLINOIS
 60173
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
NEBRASKA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Cambridge Investment Research, Inc.
 39543
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1776 Pleasant Plain Road
 
City State/Province/CountryZIP/Postal Code
 Fairfield
 IOWA
 52556
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ALABAMA
CALIFORNIA
COLORADO
MINNESOTA
NEW JERSEY
OHIO
VIRGINIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Independent Financial Group, LLC
 7717
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
12671 High Bluff Drive
Suite 200
City State/Province/CountryZIP/Postal Code
 San Diego
 CALIFORNIA
 92130
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
HAWAII
MONTANA
NEVADA
WISCONSIN
Recipient Recipient CRD NumberCheckbox not checkedNone
 IBN Financial Services, Inc.
 42360
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
404 Old Liverpool Road
 
City State/Province/CountryZIP/Postal Code
 Liverpool
 NEW YORK
 13088
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
NEW YORK
Recipient Recipient CRD NumberCheckbox not checkedNone
 American Trust Investment Services, Inc.
 3001
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1244 119th Street
 
City State/Province/CountryZIP/Postal Code
 Whitiing
 INDIANA
 46394
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ARIZONA
CALIFORNIA
MASSACHUSETTS
Recipient Recipient CRD NumberCheckbox not checkedNone
 D.A. Davidson & Co.
 199
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
8 Third Street North
 
City State/Province/CountryZIP/Postal Code
 Great Falls
 MONTANA
 59401
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
IDAHO
WASHINGTON
Recipient Recipient CRD NumberCheckbox not checkedNone
 Muriel Siebert & Co., LLC
 5376
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
300 Vesey Street
5th Floor
City State/Province/CountryZIP/Postal Code
 New York
 NEW YORK
 10282
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
MASSACHUSETTS
Recipient Recipient CRD NumberCheckbox not checkedNone
 McDermott Investment Services, LLC
 154926
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
44 East Broad Street
2nd Floor
City State/Province/CountryZIP/Postal Code
 Bethlehem
 PENNSYLVANIA
 18018
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Geneos Wealth Management, Inc.
 120894
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
9635 Maroon Circle
Suite 100
City State/Province/CountryZIP/Postal Code
 Englewood
 COLORADO
 80112
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
OKLAHOMA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Berthel, Fisher & Company Financial Services, Inc.
 13609
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
4201 42nd Street NE
Suite 100
City State/Province/CountryZIP/Postal Code
 Cedar Rapids
 IOWA
 52402
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
MONTANA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Osaic Wealth, Inc.
 23131
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
18700 North Hayden Road
Suite 255
City State/Province/CountryZIP/Postal Code
 Scottsdale
 ARIZONA
 85255
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
COLORADO
HAWAII
ILLINOIS
IOWA
MINNESOTA
MISSOURI
NEW JERSEY
NEW YORK
TEXAS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Peak Brokerage Services, LLC
 157045
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1070 East Indiantown Road
Suite 208-210
City State/Province/CountryZIP/Postal Code
 Jupiter
 FLORIDA
 33477
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
NEW YORK
Recipient Recipient CRD NumberCheckbox not checkedNone
 Lodas Securities, LLC
 313056
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
7133 West 95th Street
Suite 205
City State/Province/CountryZIP/Postal Code
 Overland Park
 KANSAS
 66121
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ILLINOIS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Ameritas Investment Company, LLC
 14869
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
5900 "O" Street
 
City State/Province/CountryZIP/Postal Code
 Lincoln
 NEBRASKA
 68510
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 FNEX Capital, LLC
 166316
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
One Indiana Square
Suite 2252
City State/Province/CountryZIP/Postal Code
 Indianapolis
 INDIANA
 46204
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
FLORIDA
MASSACHUSETTS
NEW YORK
PENNSYLVANIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Alexander Capital, L.P.
 40077
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
10 Drs James Parker Boulevard
Suite 202
City State/Province/CountryZIP/Postal Code
 Red Bank
 NEW JERSEY
 07701
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
MASSACHUSETTS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Emerson Equity LLC
 130032
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
155 Bovet Road
Suite 725
City State/Province/CountryZIP/Postal Code
 San Mateo
 CALIFORNIA
 94402
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
GEORGIA
MINNESOTA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Realta Equities, Inc.
 23769
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
12636 High Bluff Drive
Suite 300
City State/Province/CountryZIP/Postal Code
 San Diego
 CALIFORNIA
 92130
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ILLINOIS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Arkadios Capital
 282710
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
2827 Peachtree Road NE
Suite 510
City State/Province/CountryZIP/Postal Code
 Atlanta
 GEORGIA
 30305
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
TENNESSEE
Recipient Recipient CRD NumberCheckbox not checkedNone
 Centaurus Financial, Inc.
 30833
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
2300 East Katella Avenue
Suite #200
City State/Province/CountryZIP/Postal Code
 Anaheim
 CALIFORNIA
 92806
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
GEORGIA
PENNSYLVANIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Cetera Advisor Networks, LLC
 13572
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
2301 Rosecrans Avenue
#5100
City State/Province/CountryZIP/Postal Code
 El Segundo
 CALIFORNIA
 90245
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
MARYLAND
NORTH CAROLINA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Nationwide Planning Associates, Inc.
 31029
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
32-16 Broadway Avenue
2nd Floor
City State/Province/CountryZIP/Postal Code
 Fair Lawn
 NEW JERSEY
 07410
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
FLORIDA
NEW YORK
Recipient Recipient CRD NumberCheckbox not checkedNone
 M.S. Howells & Co.
 104100
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
23350 North Pima Road
 
City State/Province/CountryZIP/Postal Code
 Scottsdale
 ARIZONA
 85255
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
UTAH
Recipient Recipient CRD NumberCheckbox not checkedNone
 Park Avenue Securities, Inc.
 46173
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
10 Hudson Yards
 
City State/Province/CountryZIP/Postal Code
 New York
 NEW YORK
 10001
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
ALABAMA
IOWA
MASSACHUSETTS
NORTH CAROLINA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Stifel, Nicolaus & Company, Incorporated
 793
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
501 North Broadway
 
City State/Province/CountryZIP/Postal Code
 St. Louis
 MISSOURI
 63102
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
FLORIDA
TEXAS
WYOMING
Recipient Recipient CRD NumberCheckbox not checkedNone
 Wealthforge Securities, LLC
 152550
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
3015 West Moore Street
Suite 102
City State/Province/CountryZIP/Postal Code
 Richmond
 VIRGINIA
 23230
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
FLORIDA
MICHIGAN
Recipient Recipient CRD NumberCheckbox checkedNone
 Blue Trust, Inc.
  
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1125 Sanctuary Parkway
Suite 500
City State/Province/CountryZIP/Postal Code
 Alpharetta
 GEORGIA
 30009
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
GEORGIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 XML Securities
 145589
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
6901 Rockledge Drive
Suite 730
City State/Province/CountryZIP/Postal Code
 Bethesda
 MARYLAND
 20817
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
VIRGINIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 LPL Financial LLC
 6413
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1055 LPL Way
 
City State/Province/CountryZIP/Postal Code
 Fort Mill
 SOUTH CAROLINA
 29715
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
CONNECTICUT
FLORIDA
MASSACHUSETTS
NEVADA
NEW JERSEY
NEW YORK
NORTH CAROLINA
OREGON
PENNSYLVANIA
TEXAS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Cetera Wealth Services, LLC
 13572
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
2301 Rosecrans Avenue
#5100
City State/Province/CountryZIP/Postal Code
 El Segundo
 CALIFORNIA
 90245
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
COLORADO
NEW YORK
TEXAS
Recipient Recipient CRD NumberCheckbox not checkedNone
 Cetera Advisors LLC
 10299
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
5299 DTC Boulevard
#800
City State/Province/CountryZIP/Postal Code
 Greenwood Village
 COLORADO
 80111
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
COLORADO
FLORIDA
PENNSYLVANIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Harbour Investments, Inc.
 19258
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
575 D'Onofrio Drive
Suite 300
City State/Province/CountryZIP/Postal Code
 Madison
 WISCONSIN
 53719
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
WISCONSIN
Recipient Recipient CRD NumberCheckbox not checkedNone
 Cetera Financial Specialists LLC
 10358
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
1450 American Lane
6th Floor, Suite #650
City State/Province/CountryZIP/Postal Code
 Schaumburg
 ILLINOIS
 60173
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
OREGON
Recipient Recipient CRD NumberCheckbox not checkedNone
 Hilltop Securities Inc.
 6220
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
717 North Harwood Street
Suite 3400
City State/Province/CountryZIP/Postal Code
 Dallas
 TEXAS
 75201
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
CALIFORNIA
Recipient Recipient CRD NumberCheckbox not checkedNone
 Osaic Institutions, Inc.
 35371
(Associated) Broker or DealerCheckbox checkedNone(Associated) Broker or Dealer CRD Number Checkbox checkedNone
  
  
Street Address 1      Street Address 2
538 Preston Avenue
 
City State/Province/CountryZIP/Postal Code
 Meriden
 CONNECTICUT
 06450
State(s) of SolicitationCheckbox not checkedAll StatesCheckbox not checkedForeign/Non-US
 
FLORIDA



13. Offering and Sales Amounts
 
Total Offering Amount $
120518506
USDCheckbox not checkedIndefinite
Total Amount Sold $
120518506
USD
Total Remaining to be Sold $
0
USDCheckbox not checkedIndefinite
Clarification of Response (if Necessary)
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
 
14. Investors

Checkbox not checkedSelect if securities in the offering have been or may be sold to persons who do not qualify as accredited investors,
Number of such non-accredited investors who already have invested in the offering
   
  Regardless of whether securities in the offering have been or may be sold to persons who do not qualify as accredited investors, enter the total number of investors who already have invested in the offering:
264
 
15. Sales Commissions & Finders’ Fees Expenses
Provide separately the amounts of sales commissions and finders' fees expenses, if any. If the amount of an expenditure is not known, provide an estimate and check the box next to the amount.
Sales Commissions$
9520961
USDCheckbox checkedEstimate
Finders' Fees$
0
USDCheckbox checkedEstimate
Clarification of Response (if Necessary)
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid.
 

16. Use of Proceeds
Provide the amount of the gross proceeds of the offering that has been or is proposed to be used for payments to any of the persons required to be named as executive officers, directors or promoters in response to Item 3 above. If the amount is unknown, provide an estimate and check the box next to the amount.
 $ 
4070956
USDCheckbox checkedEstimate
Clarification of Response (if Necessary)
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.

Signature and Submission
 
Please verify the information you have entered and review the Terms of Submission below before signing and clicking SUBMIT below to file this notice.
Terms of Submission 
 In submitting this notice, each Issuer named above is: 
 
  • Notifying the SEC and/or each State in which this notice is filed of the offering of securities described and undertaking to furnish them, upon written request, the information furnished to offerees.
  • Irrevocably appointing each of the Secretary of the SEC and, the Securities Administrator or other legally designated officer of the State in which the Issuer maintains its principal place of business and any State in which this notice is filed, as its agents for service of process, and agreeing that these persons may accept service on its behalf, of any notice, process or pleading, and further agreeing that such service may be made by registered or certified mail, in any Federal or state action, administrative proceeding, or arbitration brought against it in any place subject to the jurisdiction of the United States, if the action, proceeding or arbitration (a) arises out of any activity in connection with the offering of securities that is the subject of this notice, and (b) is founded, directly or indirectly, upon the provisions of:  (i) the Securities Act of 1933, the Securities Exchange Act of 1934, the Trust Indenture Act of 1939, the Investment Company Act of 1940, or the Investment Advisers Act of 1940, or any rule or regulation under any of these statutes, or (ii) the laws of the State in which the issuer maintains its principal place of business or any State in which this notice is filed.
  • Certifying that, if the issuer is claiming a Regulation D exemption for the offering, the issuer is not disqualified from relying on Rule 504 or Rule 506 for one of the reasons stated in Rule 504(b)(3) or Rule 506(d).
 
Each Issuer identified above has read this notice, knows the contents to be true, and has duly caused this notice to be signed on its behalf by the undersigned duly authorized person.
For signature, type in the signer's name or other letters or characters adopted or authorized as the signer's signature.
 
IssuerSignatureName of SignerTitleDate
Wheaton Multifamily DST/s/ Keith D. LampiKeith D. LampiPresident/CEO of the Sponsor of the Issuer2026-03-09