SEC filing record
Primary Source · SEC.gov

Franklin WI Multifamily DST

2022 vintageRule 506(b)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$13M

Investors

34

Min Invest

$25,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

Franklin WI Multifamily DST is a Delaware entity that first filed a Form D on June 17, 2022 and most recently amended it on March 7, 2023 in the Residential industry group. The offering claims Rule 506(b) and covers equity. Franklin WI Multifamily DST reported $12,785,506 sold from 34 investors of a $58,459,357 total offering as of the Form D filed March 7, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000. The Form D names Arete Wealth Management, LLC (CRD 44856), associated with None; Titan Securities (CRD 131392), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None; Moloney Securities Co., Inc. (CRD 38535), associated with None and 5 others as recipients of sales compensation soliciting in all states. The issuer's address of record is 520 West Erie Street, Suite 100, Chicago, IL 60654.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001931158
Entity NameFranklin WI Multifamily DST
ExemptionRule 506(b)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising.
Entity TypeOther
Jurisdiction of OrganizationDelaware
Issuer Address520 West Erie Street, Suite 100, Chicago, IL 60654
Phone(312) 750-0900
Industry / Fund TypeResidential
Securities TypeEquity
First Sale DateJune 27, 2022
Filing DateMarch 7, 2023
Accession Number0001931158-23-000001
Total Offering Amount$58,459,357
Total Amount Sold$12,785,506
Amount Remaining$45,673,851
Total Investors34
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)IL
Amendment Count2 filings on record

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

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none on file

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Statements extracted

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none on file

NAV prints

0

none on file

Offering chains

1

lapsed

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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Neil Gehani

Executive Officer · Chicago, IL

Manager of the Members of the Administrative Trustee

Trilogy Real Estate Group, LLC

Executive Officer · Chicago, IL

Sponsor of the Issuer

Franklin WI Multifamily Manager, LLC

Executive Officer · Chicago, IL

Administrative Trustee

Franklin WI Multifamily Depositor, LLC

Executive Officer · Chicago, IL

Depositor

Placement Agents and Sales Compensation (Form D)

Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.

Arete Wealth Management, LLCCRD 44856 on BrokerCheck

Associated broker-dealer: None · Chicago, IL · Soliciting in all states

Titan SecuritiesCRD 131392 on BrokerCheck

Associated broker-dealer: None · Plano, TX · Soliciting in TX

Concorde Investment Services, LLCCRD 151604 on BrokerCheck

Associated broker-dealer: None · Livonia, MI · Soliciting in CT, IN, NY, PA, WA

Moloney Securities Co., Inc.CRD 38535 on BrokerCheck

Associated broker-dealer: None · Manchester, MO · Soliciting in TN

Stax CapitalCRD 300607 on BrokerCheck

Associated broker-dealer: None · San Diego, CA · Soliciting in NV

FNEX Capital, LLCCRD 166316 on BrokerCheck

Associated broker-dealer: None · Indianapolis, IN · Soliciting in CA

Emerson Equity LLCCRD 130032 on BrokerCheck

Associated broker-dealer: None · San Mateo, CA · Soliciting in CA

WealthForge Securities, LLCCRD 152550 on BrokerCheck

Associated broker-dealer: None · Richmond, VA · Soliciting in MN, NJ

Equifinancial LLCCRD 136708 on BrokerCheck

Associated broker-dealer: None · Miami, FL · Soliciting in FL

Questions About Franklin WI Multifamily DST

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is Franklin WI Multifamily DST?

Franklin WI Multifamily DST is a Delaware entity that filed a Form D with the SEC on March 7, 2023 in the Residential industry group. The filing claims Rule 506(b) for an offering of equity.

Is Franklin WI Multifamily DST legit?

AltStreet does not rate legitimacy; it reports the public record. Franklin WI Multifamily DST filed a Form D with the SEC on March 7, 2023 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $12,785,506 sold to 34 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is Franklin WI Multifamily DST registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Franklin WI Multifamily DST claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has Franklin WI Multifamily DST raised?

Franklin WI Multifamily DST reported $12,785,506 sold from 34 investors of a $58,459,357 total offering as of the Form D filed March 7, 2023.

Who can invest in Franklin WI Multifamily DST?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.

What is the minimum investment in Franklin WI Multifamily DST?

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of March 7, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling Franklin WI Multifamily DST and how are they paid?

The Form D names Arete Wealth Management, LLC (CRD 44856), associated with None; Titan Securities (CRD 131392), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None; Moloney Securities Co., Inc. (CRD 38535), associated with None and 5 others as recipients of sales compensation soliciting in all states.

Who is behind Franklin WI Multifamily DST?

The Form D lists 4 related persons: Neil Gehani, executive officer (Manager of the Members of the Administrative Trustee); Trilogy Real Estate Group, LLC, executive officer (Sponsor of the Issuer); Franklin WI Multifamily Manager, LLC, executive officer (Administrative Trustee); Franklin WI Multifamily Depositor, LLC, executive officer (Depositor). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Franklin WI Multifamily DST located?

The issuer's address on its SEC filings is 520 West Erie Street, Suite 100, Chicago, IL 60654. Its phone number of record is 312-750-0900. It is organized under the laws of Delaware.

How long is the Franklin WI Multifamily DST offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.

What is Franklin WI Multifamily DST's revenue?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.