Capital Flow Monitor · Sponsors · CIK 2047579
National Senior Living Portfolio DST
2901 BUTTERFIELD ROAD, OAK BROOK, IL, 60523 · 866-694-6526
Residential · Other· inc. DELAWARE true 2024
Fit score
47
- pct_sold>=95+26
- placement_agent+12
- filed<=10mo+5
- people+4
Offering
$149.0M
Sold
$149.0M
% sold
100.0%
Investors
252
Min investment
$25K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-10-02 | D/A ·current | 506(b) | $149.0M | $149.0M | 100.0% | 252 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- N/A Inland Private Capital Corporation — Executive Officer, Oak Brook, IL
- N/A National Senior Living Portfolio Exchange, L.L.C. — Executive Officer, Oak Brook, IL
- N/A National Senior Living Portfolio, L.L.C. — Executive Officer, Oak Brook, IL
- Keith D. Lampi — Executive Officer, Oak Brook, IL
Placement agents
- Realized Financial, Inc. · 121 RE raises
- Emerson Equity Llc · 163 RE raises
- Dfpg Investments, Llc · 152 RE raises
- Dai Securities, Llc · 121 RE raises
- Great Point Capital Llc · 105 RE raises
- Alexander Capital L.p. · 38 RE raises
- Stifel, Nicolaus & Company Incorporated · 35 RE raises
- Purshe, Kaplan, Sterling Investments · 19 RE raises
- Inland Securities Corporation · 14 RE raises
- Concorde Investment Services, Llc · 149 RE raises
- Arkadios Capital · 79 RE raises
- Cambridge Investment Research, Inc. · 61 RE raises
- Independent Financial Group, Llc · 45 RE raises
- Osaic Wealth, Inc · 42 RE raises
- Arete Wealth Management, Llc · 41 RE raises
- Lpl Financial Llc · 34 RE raises
- M. S. Howells & Co. · 34 RE raises
- Nationwide Planning Associates Inc. · 29 RE raises
- Stonecrest Capital Markets, Inc. · 28 RE raises
- World Equity Group, Inc. · 21 RE raises
- Avantax Investment Services, Inc. · 21 RE raises
- Vanderbilt Securities Llc · 20 RE raises
- Lion Street Financial, Llc · 18 RE raises
- Cadaret, Grant & Co., Inc. · 12 RE raises
- Madison Avenue Securities, Llc · 11 RE raises
- Cetera Advisor Networks Llc · 11 RE raises
- Osaic Institutions, Inc. · 10 RE raises
- Cetera Investment Services Llc · 3 RE raises
- American Investors Co, L.s.y., Inc. · 1 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.