Phoenix MSA Multifamily DST
Phoenix MSA Multifamily DST is a real estate fund based in Oak Brook, Illinois. According to its most recent Form D, filed Jun 2, 2020, it has sold $30,396,157 of interests to 56 investors since its first sale in Nov 2019. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Keith Lampi; Inland Private Capital Corporation; Joseph Binder.
- Total raised
- $30,396,157Cumulative sales reported on Form D
- Investors
- 56
- First sale
- Nov 12, 2019
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Keith Lampi; Inland Private Capital Corporation; Joseph Binder
- Latest Form D
- Jun 2, 2020
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Jun 2, 2020 | Form D/A (amendment) | $30,396,157 | 56 | SEC.gov ↗ |
| Mar 18, 2020 | Form D/A (amendment) | $30,228,016 | 54 | SEC.gov ↗ |
| Feb 5, 2020 | Form D/A (amendment) | $30,063,414 | 53 | SEC.gov ↗ |
| Jan 24, 2020 | Form D/A (amendment) | $29,053,313 | 52 | SEC.gov ↗ |
| Jan 10, 2020 | Form D/A (amendment) | $27,216,220 | 50 | SEC.gov ↗ |
| Dec 31, 2019 | Form D/A (amendment) | $18,378,048 | 38 | SEC.gov ↗ |
| Dec 18, 2019 | Form D/A (amendment) | $17,217,149 | 34 | SEC.gov ↗ |
| Dec 6, 2019 | Form D/A (amendment) | $9,705,523 | 15 | SEC.gov ↗ |
| Nov 22, 2019 | Form D | $2,523,871 | 7 | SEC.gov ↗ |
9 Form D filings in the SEC's electronic records (2008 onward), the earliest on Nov 22, 2019. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about Phoenix MSA Multifamily DST
What is the minimum investment for Phoenix MSA Multifamily DST?
According to its latest Form D, filed Jun 2, 2020, the minimum investment Phoenix MSA Multifamily DST accepts from an outside investor is $25,000.
Who can invest in Phoenix MSA Multifamily DST?
Phoenix MSA Multifamily DST is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Phoenix MSA Multifamily DST raised?
Phoenix MSA Multifamily DST reports $30,396,157 sold from 56 investors on its Form D filed Jun 2, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Phoenix MSA Multifamily DST based?
Phoenix MSA Multifamily DST is based in Oak Brook, Illinois.
When did Phoenix MSA Multifamily DST launch?
Phoenix MSA Multifamily DST reports its first sale in Nov 2019.
Size compared with every real estate fund
Raised more than 87% of the 481 real estate funds based in Illinois, and more than 91% of all 7,351 that report sales.