Capital Flow Monitor · Sponsors · CIK 2043736
IREX II Storage Portfolio DST
2300 N. FIELD STREET, DALLAS, TX, 75201 · (972) 715-8400
Commercial · Other· inc. DELAWARE true 2024
Fit score
54
- pct_sold>=75+18
- industry:Commercial+14
- placement_agent+12
- investors 61-150+6
- people+4
Offering
$85.7M
Sold
$80.7M
% sold
94.1%
Investors
70
Min investment
$250K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-07-15 | D/A ·current | 506(b) | $85.7M | $80.7M | 94.1% | 70 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
Bert Crouch — Executive Officer, Dallas, TX
1 other raise
- IREX III Industrial Portfolio DST $82.8M of $87.0M · 95.2%
-
N/A Invesco Real Estate Exchange LLC — Executive Officer, Dallas, TX
3 other raises
- IREX V Diversified Portfolio DST $92.2M of $97.6M · 94.5%
- IREX IV Industrial Portfolio DST $80.1M of $94.0M · 85.3%
- IREX III Industrial Portfolio DST $82.8M of $87.0M · 95.2%
-
N/A Invesco DST Manager LLC — Executive Officer, Dallas, TX
3 other raises
- IREX V Diversified Portfolio DST $92.2M of $97.6M · 94.5%
- IREX IV Industrial Portfolio DST $80.1M of $94.0M · 85.3%
- IREX III Industrial Portfolio DST $82.8M of $87.0M · 95.2%
-
N/A IREX Depositor LLC — Executive Officer, Dallas, TX
3 other raises
- IREX V Diversified Portfolio DST $92.2M of $97.6M · 94.5%
- IREX IV Industrial Portfolio DST $80.1M of $94.0M · 85.3%
- IREX III Industrial Portfolio DST $82.8M of $87.0M · 95.2%
Placement agents
- Concorde Investment Services, Llc · 165 RE raises
- Roger Bowlin · 65 RE raises
- Morgan Stanley · 41 RE raises
- Clay Schmidt · 4 RE raises
- Orrin Barrow · 4 RE raises
- Matt Terwilliger · 1 RE raises
- Lance Stafford · 1 RE raises
- Joe Nugent · 1 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.