Lakewood Ranch SFR II DST: Form D filings, $62.6M sold to 164 investors (2022 to 2026)

Q: What is Lakewood Ranch SFR II DST?

Lakewood Ranch SFR II DST is a Delaware entity that filed a Form D with the SEC on September 28, 2023 in the Other Real Estate industry group. The filing claims Rule 506(b), Section 3(c), 3C.5 for an offering of equity and pooled investment fund interests.

Q: Is Lakewood Ranch SFR II DST legit?

AltStreet does not rate legitimacy; it reports the public record. Lakewood Ranch SFR II DST filed a Form D with the SEC on September 28, 2023 claiming Rule 506(b), Section 3(c), 3C.5. A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $62,589,462 sold to 164 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.

Q: Is Lakewood Ranch SFR II 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 Lakewood Ranch SFR II DST claimed Rule 506(b), Section 3(c), 3C.5 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.

Q: How much has Lakewood Ranch SFR II DST raised?

Lakewood Ranch SFR II DST reported $62,589,462 sold from 164 investors of a $62,589,462 total offering as of the Form D filed September 28, 2023.

Q: Who can invest in Lakewood Ranch SFR II 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.

Q: What is the minimum investment in Lakewood Ranch SFR II DST?

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of September 28, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Q: Who is selling Lakewood Ranch SFR II DST and how are they paid?

The Form D names Whitehall-Parker Securities, Inc. (CRD 10608), associated with None; Lightpath Capital, Inc. (CRD 34617), associated with None; Cabot Lodge Securities LLC (CRD 159712), associated with None; The Strategic Financial Alliance, Inc. (CRD 126514), associated with None and 26 others as recipients of sales compensation soliciting in CA, OR.

Q: Who is behind Lakewood Ranch SFR II DST?

The Form D lists 4 related persons: Inland Private Capital Corporation, executive officer (Sponsor of the Issuer); Lakewood Ranch SFR II Exchange, L.L.C., executive officer (Signatory Trustee of the Issuer); Lakewood Ranch SFR II, L.L.C., executive officer (Depositor of the Issuer); Keith D. Lampi, executive officer (President and Chief Operating Officer of the Sponsor of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Q: Where is Lakewood Ranch SFR II DST located?

The issuer's address on its SEC filings is C/O Inland Private Capital Corporation, 2901 Butterfield Road, Oak Brook, IL 60523. Its phone number of record is (630) 218-8000. It is organized under the laws of Delaware.

Q: How long is the Lakewood Ranch SFR II 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; 15 amendments are on record for this CIK.

AltStreetEDGAR DatabaseLakewood Ranch SFR II DST
SEC filing record
Primary Source · SEC.gov
Lakewood Ranch SFR II DST2022 vintageRule 506(b), Section 3(c), 3C.5Filing 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
$63M
Investors
164
Min Invest
$25,000
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
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What this filing shows·Every sentence is a value as filed on SEC Form D
Lakewood Ranch SFR II DST is a Delaware entity that first filed a Form D on December 21, 2022 and most recently amended it on September 28, 2023 in the Other Real Estate industry group. The offering claims Rule 506(b), Section 3(c), 3C.5 and covers equity and pooled investment fund interests. Lakewood Ranch SFR II DST reported $62,589,462 sold from 164 investors of a $62,589,462 total offering as of the Form D filed September 28, 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 Whitehall-Parker Securities, Inc. (CRD 10608), associated with None; Lightpath Capital, Inc. (CRD 34617), associated with None; Cabot Lodge Securities LLC (CRD 159712), associated with None; The Strategic Financial Alliance, Inc. (CRD 126514), associated with None and 26 others as recipients of sales compensation soliciting in CA, OR. The issuer's address of record is C/O Inland Private Capital Corporation, 2901 Butterfield Road, Oak Brook, IL 60523.
EDGAR Filing Data
Form D — Primary Source
View on SEC.gov 
CIK Number0001946340
Entity NameLakewood Ranch SFR II DST
ExemptionRule 506(b), Section 3(c), 3C.5
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. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company.
Entity TypeOther
Jurisdiction of OrganizationDelaware
Issuer AddressC/O Inland Private Capital Corporation, 2901 Butterfield Road, Oak Brook, IL 60523
Phone(630) 218-8000
Industry / Fund TypeOther Real Estate
Investment Company ActExcluded under Section 3(c)
Securities TypeEquity, Pooled investment fund interests
First Sale DateSeptember 27, 2022
Filing DateSeptember 28, 2023
Accession Number0001946340-23-000014
Total Offering Amount$62,589,462
Total Amount Sold$62,589,462
Amount Remaining$0
Total Investors164
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)IL
Amendment Count20 filings on record
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first (15 of 20). Each opens the SEC archive folder.
D/ASeptember 28, 20230001946340-23-000014D/AAugust 25, 20230001946340-23-000013D/AJune 9, 20230001946340-23-000012D/AMay 24, 20230001946340-23-000011D/AMay 10, 20230001946340-23-000010D/AApril 27, 20230001946340-23-000009D/AApril 12, 20230001946340-23-000008D/AMarch 30, 20230001946340-23-000007D/AMarch 15, 20230001946340-23-000006D/AMarch 1, 20230001946340-23-000005D/AFebruary 15, 20230001946340-23-000004D/AFebruary 1, 20230001946340-23-000003D/AJanuary 18, 20230001946340-23-000002D/AJanuary 4, 20230001946340-23-000001D/ADecember 21, 20220001946340-22-000006
In the Terminal
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Statements extracted
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NAV prints
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none on file
Offering chains
1
closed
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Inland Private Capital Corporation
Executive Officer · Oak Brook, IL
Sponsor of the Issuer
Lakewood Ranch SFR II Exchange, L.L.C.
Executive Officer · Oak Brook, IL
Signatory Trustee of the Issuer
Lakewood Ranch SFR II, L.L.C.
Executive Officer · Oak Brook, IL
Depositor of the Issuer
Keith D. Lampi
Executive Officer · Oak Brook, IL
President and Chief Operating Officer of the Sponsor of the Issuer
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.
Whitehall-Parker Securities, Inc.CRD 10608 on BrokerCheck 
Associated broker-dealer: None · San Rafael, CA · Soliciting in CA, OR
Lightpath Capital, Inc.CRD 34617 on BrokerCheck 
Associated broker-dealer: None · Southlake, TX · Soliciting in CA, NV, TX
Cabot Lodge Securities LLCCRD 159712 on BrokerCheck 
Associated broker-dealer: None · New York, NY · Soliciting in CA
The Strategic Financial Alliance, Inc.CRD 126514 on BrokerCheck 
Associated broker-dealer: None · Atlanta, GA · Soliciting in NY
DAI Securities, LLCCRD 36673 on BrokerCheck 
Associated broker-dealer: None · Atlanta, GA · Soliciting in AZ, CA, CO, FL, GA, HI, MA, MN, NE, NM, NY, OK, OR, TX, WI
Securities America, Inc.CRD 10205 on BrokerCheck 
Associated broker-dealer: None · Lavista, NE · Soliciting in CA, FL, MO, OR, TX
Arkadios CapitalCRD 282710 on BrokerCheck 
Associated broker-dealer: None · Atlanta, GA · Soliciting in CA, FL, NJ, NV, TX, VA
Invicta Capital LLCCRD 288101 on BrokerCheck 
Associated broker-dealer: None · Monroeville, PA · Soliciting in PA
Triad Advisors LLCCRD 25803 on BrokerCheck 
Associated broker-dealer: None · Norcross, GA · Soliciting in CA, FL, MN, NC
Avantax Investment Services, Inc.CRD 13686 on BrokerCheck 
Associated broker-dealer: None · Dallas, TX · Soliciting in MA, NJ, NY, PA
Concorde Investment Services, LLCCRD 151604 on BrokerCheck 
Associated broker-dealer: None · Livonia, MI · Soliciting in CA, CO, FL, MA, MI, NH, OH, TX
Royal Alliance Associates, Inc.CRD 23131 on BrokerCheck 
Associated broker-dealer: None · Jersey City, NJ · Soliciting in FL, MA, MN, NC, NJ, NY, VA
APW Capital, Inc.CRD 43814 on BrokerCheck 
Associated broker-dealer: None · Rockaway, NJ · Soliciting in FL
Cetera Advisor Networks LLCCRD 13572 on BrokerCheck 
Associated broker-dealer: None · EL Segundo, CA · Soliciting in FL, MI
Vanderbilt Securities, LLCCRD 5953 on BrokerCheck 
Associated broker-dealer: None · Woodbury, NY · Soliciting in NY, OH
Realized Financial, Inc.CRD 22333 on BrokerCheck 
Associated broker-dealer: None · Austin, TX · Soliciting in HI, NY, OH
DFPG Investments, LLCCRD 155576 on BrokerCheck 
Associated broker-dealer: None · Sandy, UT · Soliciting in CA, MO
Titan SecuritiesCRD 131392 on BrokerCheck 
Associated broker-dealer: None · Plano, TX · Soliciting in DE
Cetera Advisors LLCCRD 10299 on BrokerCheck 
Associated broker-dealer: None · Greenwood Village, CO · Soliciting in NY
Sagepoint Financial, Inc.CRD 133763 on BrokerCheck 
Associated broker-dealer: None · Phoenix, AZ · Soliciting in AZ, CA, HI, NV, PA
Emerson Equity LLCCRD 130032 on BrokerCheck 
Associated broker-dealer: None · San Mateo, CA · Soliciting in CO, FL, IL, MI, OR
Wealthforge Securities, LLCCRD 152550 on BrokerCheck 
Associated broker-dealer: None · Richmond, VA · Soliciting in MS
Great Point Capital LLCCRD 114203 on BrokerCheck 
Associated broker-dealer: None · Chicago, IL · Soliciting in NY
Arete Wealth Management, LLCCRD 44856 on BrokerCheck 
Associated broker-dealer: None · Chicago, IL · Soliciting in PA
JRL Capital CorporationCRD 10225 on BrokerCheck 
Associated broker-dealer: None · Irvine, CA · Soliciting in CA
Woodbury Financial Services, Inc.CRD 421 on BrokerCheck 
Associated broker-dealer: None · Oakdale, MN · Soliciting in GA, MN
American Portfolios Financial Services, Inc.CRD 18487 on BrokerCheck 
Associated broker-dealer: None · Holbrook, NY · Soliciting in CT, RI
Berthel, Fisher & Company Financial Services, Inc.CRD 13609 on BrokerCheck 
Associated broker-dealer: None · Cedar Rapids, IA · Soliciting in CA
Colorado Financial Service CorporationCRD 104343 on BrokerCheck 
Associated broker-dealer: None · Centennial, CO · Soliciting in IL
Purshe Kaplan Sterling InvestmentsCRD 35747 on BrokerCheck 
Associated broker-dealer: None · Albany, NY · Soliciting in FL
Questions About Lakewood Ranch SFR II DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Lakewood Ranch SFR II DST?Lakewood Ranch SFR II DST is a Delaware entity that filed a Form D with the SEC on September 28, 2023 in the Other Real Estate industry group. The filing claims Rule 506(b), Section 3(c), 3C.5 for an offering of equity and pooled investment fund interests.
Is Lakewood Ranch SFR II DST legit?AltStreet does not rate legitimacy; it reports the public record. Lakewood Ranch SFR II DST filed a Form D with the SEC on September 28, 2023 claiming Rule 506(b), Section 3(c), 3C.5. A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $62,589,462 sold to 164 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 Lakewood Ranch SFR II 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 Lakewood Ranch SFR II DST claimed Rule 506(b), Section 3(c), 3C.5 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 Lakewood Ranch SFR II DST raised?Lakewood Ranch SFR II DST reported $62,589,462 sold from 164 investors of a $62,589,462 total offering as of the Form D filed September 28, 2023.
Who can invest in Lakewood Ranch SFR II 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 Lakewood Ranch SFR II DST?The Form D lists $25,000 as the minimum investment accepted from any outside investor as of September 28, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Lakewood Ranch SFR II DST and how are they paid?The Form D names Whitehall-Parker Securities, Inc. (CRD 10608), associated with None; Lightpath Capital, Inc. (CRD 34617), associated with None; Cabot Lodge Securities LLC (CRD 159712), associated with None; The Strategic Financial Alliance, Inc. (CRD 126514), associated with None and 26 others as recipients of sales compensation soliciting in CA, OR.
Who is behind Lakewood Ranch SFR II DST?The Form D lists 4 related persons: Inland Private Capital Corporation, executive officer (Sponsor of the Issuer); Lakewood Ranch SFR II Exchange, L.L.C., executive officer (Signatory Trustee of the Issuer); Lakewood Ranch SFR II, L.L.C., executive officer (Depositor of the Issuer); Keith D. Lampi, executive officer (President and Chief Operating Officer of the Sponsor of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Lakewood Ranch SFR II DST located?The issuer's address on its SEC filings is C/O Inland Private Capital Corporation, 2901 Butterfield Road, Oak Brook, IL 60523. Its phone number of record is (630) 218-8000. It is organized under the laws of Delaware.
How long is the Lakewood Ranch SFR II 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; 15 amendments are on record for this CIK.
What is Lakewood Ranch SFR II 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.