Capital Flow Monitor · Sponsors · CIK 2146055

AX Diversified Retail Portfolio, DST

9 WEST 57TH STREET, NEW YORK, NY, 10019 · (212) 515-3200

Other Real Estate · Other· inc. DELAWARE true 2026

Fit score

44

  • investors 8-60+16
  • filed<=4mo+12
  • placement_agent+12
  • people+4

Offering

$89.5M

Sold

$25.6M

% sold

28.6%

Investors

45

Min investment

$25K

Exemption

506(b)

Filing history

FiledFormRuleOfferingSold% soldInvestors
2026-10-09 D/A ·current 506(b) $89.5M $25.6M 28.6% 45 EDGAR ↗
2026-09-10 D/A 506(b) $89.5M $14.8M 16.5% 25 EDGAR ↗
2026-08-27 D/A 506(b) $89.5M $6.0M 6.7% 8 EDGAR ↗
2026-07-31 D 506(b) $89.5M $1.1M 1.3% 1 EDGAR ↗

Related persons

Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.

Placement agents

Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.