Capital Flow Monitor · Sponsors · CIK 2047612
Wheaton Multifamily DST
C/O INLAND PRIVATE CAPITAL CORPORATION, OAK BROOK, IL, 60523 · (630) 218-8000
Other Real Estate · Other· inc. DELAWARE true 2024
Fit score
51
- pct_sold>=95+26
- placement_agent+12
- filed<=7mo+9
- people+4
Offering
$120.5M
Sold
$120.5M
% sold
100.0%
Investors
264
Min investment
$25K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-03-09 | D/A ·current | 506(b) | $120.5M | $120.5M | 100.0% | 264 | EDGAR ↗ |
| 2026-03-09 | D/A | 506(b) | $120.5M | $120.5M | 100.0% | 264 | EDGAR ↗ |
| 2025-09-19 | D/A | 506(b) | $120.5M | $110.1M | 91.3% | 231 | EDGAR ↗ |
| 2025-08-29 | D/A | 506(b) | $120.5M | $99.4M | 82.5% | 206 | EDGAR ↗ |
| 2025-08-13 | D/A | 506(b) | $120.5M | $75.2M | 62.4% | 174 | EDGAR ↗ |
| 2025-07-16 | D/A | 506(b) | $120.5M | $64.4M | 53.4% | 146 | EDGAR ↗ |
| 2025-07-02 | D/A | 506(b) | $120.5M | $58.8M | 48.8% | 132 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
N/A Inland Private Capital Corporation — Executive Officer, Oak Brook, IL
18 other raises
- Inland Long Island Residential DST $54.4M of $107.6M · 50.5%
- Inland MN Medical Apartment Development, L.L.C. $0 of $57.8M · 0.0%
- Zero Coupon Essential Portfolio II DST $3.7M of $3.7M · 100.0%
- Inland Mokena Senior Living DST $1.1M of $86.8M · 1.2%
- Union Multifamily DST $83.7M of $83.7M · 100.0%
- Inland Jersey City Multifamily DST $71.7M of $71.7M · 100.0%
- Inland ALT Senior Living DST $77.3M of $77.3M · 100.0%
- Inland Student Housing Portfolio DST $467K of $170.8M · 0.3%
- Inland Oklahoma Student Housing DST $77.6M of $83.9M · 92.5%
- Inland ALT Senior Living II DST $0 of $70.8M · 0.0%
- Inland Self-Storage Portfolio XXII DST $1.2M of $115.9M · 1.0%
- ALT Student Housing DST $77.2M of $77.2M · 100.0%
- Inland Zero Coupon Utility DST $0 of $39.4M · 0.0%
- IPC Detroit Hospitality DST $15.7M of $15.7M · 100.0%
- Inland NJ Senior Living DST $266K of $77.3M · 0.3%
- National Senior Living Portfolio DST $149.0M of $149.0M · 100.0%
- Columbia SC Student Housing DST $128.7M of $128.7M · 100.0%
- Minneapolis MSA Senior Living Portfolio II DST $56.0M of $56.0M · 100.0%
- N/A Wheaton Multifamily Exchange, L.L.C. — Executive Officer, Oak Brook, IL
- N/A Wheaton Multifamily, L.L.C. — Executive Officer, Oak Brook, IL
-
Matthew Fries — Executive Officer, Oak Brook, IL
11 other raises
- Inland Long Island Residential DST $54.4M of $107.6M · 50.5%
- Inland MN Medical Apartment Development, L.L.C. $0 of $57.8M · 0.0%
- Zero Coupon Essential Portfolio II DST $3.7M of $3.7M · 100.0%
- Inland Mokena Senior Living DST $1.1M of $86.8M · 1.2%
- Union Multifamily DST $83.7M of $83.7M · 100.0%
- Inland Jersey City Multifamily DST $71.7M of $71.7M · 100.0%
- Inland ALT Senior Living DST $77.3M of $77.3M · 100.0%
- Inland Student Housing Portfolio DST $467K of $170.8M · 0.3%
- Inland Oklahoma Student Housing DST $77.6M of $83.9M · 92.5%
- Inland ALT Senior Living II DST $0 of $70.8M · 0.0%
- Inland Self-Storage Portfolio XXII DST $1.2M of $115.9M · 1.0%
Placement agents
- Realized Financial, Inc. · 142 RE raises
- Wealthforge Securities, Llc · 52 RE raises
- Emerson Equity Llc · 190 RE raises
- Dfpg Investments, Llc · 176 RE raises
- Dai Securities, Llc · 145 RE raises
- Realta Equities Inc. · 111 RE raises
- Mcdermott Investment Services, Llc · 94 RE raises
- Metric Financial Llc · 72 RE raises
- Ibn Financial Services, Inc. · 48 RE raises
- Alexander Capital L.p. · 46 RE raises
- Stifel, Nicolaus & Company Incorporated · 36 RE raises
- Fnex Capital, Llc · 190 RE raises
- Concorde Investment Services, Llc · 165 RE raises
- Arkadios Capital · 85 RE raises
- Cambridge Investment Research, Inc. · 69 RE raises
- Independent Financial Group, Llc · 53 RE raises
- Rcx Capital Group, Llc · 50 RE raises
- Osaic Wealth, Inc · 45 RE raises
- Chauner Securities, Inc. · 43 RE raises
- Cetera Wealth Services, Llc · 41 RE raises
- Lpl Financial Llc · 40 RE raises
- Centaurus Financial, Inc · 40 RE raises
- M. S. Howells & Co. · 34 RE raises
- Nationwide Planning Associates Inc. · 31 RE raises
- Ameritas Investment Company, Llc · 30 RE raises
- Berthel, Fisher & Company Financial Services, Inc. · 26 RE raises
- World Equity Group, Inc. · 24 RE raises
- American Trust Investment Services Inc. · 23 RE raises
- Avantax Investment Services, Inc. · 21 RE raises
- D.a. Davidson & Co. · 20 RE raises
- Harbour Investments, Inc · 17 RE raises
- Lodas Securities, Llc · 13 RE raises
- Peak Brokerage Services, Llc · 12 RE raises
- Cetera Advisor Networks Llc · 11 RE raises
- Hilltop Securities Inc · 11 RE raises
- Osaic Institutions, Inc. · 10 RE raises
- Muriel Siebert & Co., Llc · 9 RE raises
- Geneos Wealth Management, Inc. · 8 RE raises
- Cetera Advisors Llc · 7 RE raises
- Cetera Financial Specialists Llc · 7 RE raises
- Park Avenue Securities, Inc. · 5 RE raises
- Blue Trust, Inc. · 5 RE raises
- Xml Securities · 5 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.