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.
- N/A Inland Private Capital Corporation — Executive Officer, Oak Brook, IL
- 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
Placement agents
- Realized Financial, Inc. · 121 RE raises
- Wealthforge Securities, Llc · 49 RE raises
- Emerson Equity Llc · 163 RE raises
- Dfpg Investments, Llc · 152 RE raises
- Dai Securities, Llc · 121 RE raises
- Realta Equities Inc. · 98 RE raises
- Mcdermott Investment Services, Llc · 79 RE raises
- Metric Financial Llc · 64 RE raises
- Ibn Financial Services, Inc. · 43 RE raises
- Alexander Capital L.p. · 38 RE raises
- Stifel, Nicolaus & Company Incorporated · 35 RE raises
- Fnex Capital, Llc · 160 RE raises
- Concorde Investment Services, Llc · 149 RE raises
- Arkadios Capital · 79 RE raises
- Cambridge Investment Research, Inc. · 61 RE raises
- Rcx Capital Group, Llc · 50 RE raises
- Independent Financial Group, Llc · 45 RE raises
- Osaic Wealth, Inc · 42 RE raises
- Chauner Securities, Inc. · 37 RE raises
- Cetera Wealth Services, Llc · 35 RE raises
- Lpl Financial Llc · 34 RE raises
- M. S. Howells & Co. · 34 RE raises
- Centaurus Financial, Inc · 31 RE raises
- Nationwide Planning Associates Inc. · 29 RE raises
- Ameritas Investment Company, Llc · 27 RE raises
- Berthel, Fisher & Company Financial Services, Inc. · 25 RE raises
- World Equity Group, Inc. · 21 RE raises
- Avantax Investment Services, Inc. · 21 RE raises
- D.a. Davidson & Co. · 20 RE raises
- American Trust Investment Services Inc. · 19 RE raises
- Harbour Investments, Inc · 16 RE raises
- Peak Brokerage Services, Llc · 12 RE raises
- Lodas Securities, Llc · 12 RE raises
- Cetera Advisor Networks Llc · 11 RE raises
- Hilltop Securities Inc · 10 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.