Capital Flow Monitor · Sponsors · CIK 2100640
AX Essential Retail Portfolio, DST
9 WEST 57TH STREET, NEW YORK, NY, 10019 · (212) 515-3200
Other Real Estate · Other· inc. DELAWARE true 2025
Fit score
52
- pct_sold>=75+18
- filed<=4mo+12
- placement_agent+12
- investors 61-150+6
- people+4
Offering
$91.5M
Sold
$77.6M
% sold
84.8%
Investors
103
Min investment
$25K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-07-09 | D/A ·current | 506(b) | $91.5M | $77.6M | 84.8% | 103 | EDGAR ↗ |
| 2026-06-11 | D/A | 506(b) | $91.5M | $69.3M | 75.7% | 89 | EDGAR ↗ |
| 2026-05-21 | D/A | 506(b) | $91.5M | $67.3M | 73.5% | 82 | EDGAR ↗ |
| 2026-04-30 | D/A | 506(b) | $91.5M | $57.4M | 62.8% | 68 | EDGAR ↗ |
| 2026-04-13 | D/A | 506(b) | $91.5M | $48.5M | 53.0% | 52 | EDGAR ↗ |
| 2026-03-25 | D/A | 506(b) | $91.5M | $44.8M | 48.9% | 42 | EDGAR ↗ |
| 2026-03-04 | D/A | 506(b) | $91.5M | $39.4M | 43.0% | 31 | EDGAR ↗ |
| 2026-02-17 | D/A | 506(b) | $91.5M | $27.9M | 30.5% | 26 | EDGAR ↗ |
| 2026-01-21 | D/A | 506(b) | $91.5M | $20.3M | 22.2% | 17 | EDGAR ↗ |
| 2025-12-11 | D | 506(b) | $91.5M | $6.7M | 7.4% | 2 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- N/A Apollo RE Exchange, LLC — Executive Officer, New York, NY
- N/A AX Essential Retail Portfolio Manager, LLC — Executive Officer, New York, NY
- N/A AX III Depositor, LLC — Executive Officer, New York, NY
- Nari Na — Executive Officer, New York, NY
- Scott Kleinman — Executive Officer, New York, NY
- John Zito — Executive Officer, New York, NY
- Matthew Breitfelder — Executive Officer, New York, NY
- Brian Carney — Executive Officer, New York, NY
- Whitney Chatterjee — Executive Officer, New York, NY
- Heather Glatter — Executive Officer, New York, NY
- Benjamin Israel — Executive Officer, New York, NY
- Martin B. Kelly — Executive Officer, New York, NY
- William B. Kuesel — Executive Officer, New York, NY
- Mandee Lee — Executive Officer, New York, NY
- Yael Levy — Executive Officer, New York, NY
- Jessica L. Lomm — Executive Officer, New York, NY
- Catherine Mullarney — Executive Officer, New York, NY
- Katherine G. Newman — Executive Officer, New York, NY
- Stuart A. Rothstein — Executive Officer, New York, NY
- Stefanie Sundel — Executive Officer, New York, NY
- Shari Vershell — Executive Officer, New York, NY
- Johannes Worsoe — Executive Officer, New York, NY
- James Zelter — Executive Officer, New York, NY
Placement agents
- Realized Financial, Inc. · 121 RE raises
- Fnex Capital, Llc · 160 RE raises
- Concorde Investment Services, Llc · 149 RE raises
- Nationwide Planning Associates Inc. · 29 RE raises
- Sarah Beth Veloz · 13 RE raises
- Steve Fortunato · 9 RE raises
- Arvest Wealth Management · 6 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.