Capital Flow Monitor · Sponsors · CIK 2074553
IREX III Industrial Portfolio DST
2300 N. FIELD STREET, DALLAS, TX, 75201 · (972) 715-7400
Commercial · Other· inc. DELAWARE true 2025
Fit score
67
- pct_sold>=95+26
- industry:Commercial+14
- placement_agent+12
- investors 61-150+6
- filed<=10mo+5
- people+4
Offering
$87.0M
Sold
$82.8M
% sold
95.2%
Investors
109
Min investment
$250K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-12-10 | D/A ·current | 506(b) | $87.0M | $82.8M | 95.2% | 109 | EDGAR ↗ |
| 2025-10-14 | D/A | 506(b) | $87.0M | $75.2M | 86.4% | 99 | EDGAR ↗ |
| 2025-10-03 | D/A | 506(b) | $87.0M | $52.5M | 60.3% | 74 | EDGAR ↗ |
| 2025-09-19 | D/A | 506(b) | $87.0M | $39.7M | 45.6% | 82 | EDGAR ↗ |
| 2025-09-04 | D/A | 506(b) | $87.0M | $29.3M | 33.7% | 44 | EDGAR ↗ |
| 2025-08-11 | D/A | 506(b) | $87.0M | $20.9M | 24.0% | 26 | EDGAR ↗ |
| 2025-07-31 | D/A | 506(b) | $87.0M | $9.2M | 10.6% | 16 | EDGAR ↗ |
| 2025-07-15 | D | 506(b) | $87.0M | $528K | 0.6% | 2 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
Stephanie Holder — Executive Officer, Dallas, TX
6 other raises
- IREX V Diversified Portfolio DST $92.2M of $97.6M · 94.5%
- Invesco Real Estate Income Trust Inc. $612.5M of $1.0B · 61.2%
- IREX IV Industrial Portfolio DST $80.1M of $94.0M · 85.3%
- Invesco Commercial Mortgage Income - U.S. Fund, L.P. $2.14B of —
- Benedict Place REIT, LLC $125K of $125K · 100.0%
- Invesco Core Real Estate - U.S.A., L.P. $12.59B of —
-
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 II Storage Portfolio DST $80.7M of $85.7M · 94.1%
-
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 II Storage Portfolio DST $80.7M of $85.7M · 94.1%
-
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 II Storage Portfolio DST $80.7M of $85.7M · 94.1%
Placement agents
- Concorde Investment Services, Llc · 165 RE raises
- Roger Bowlin · 65 RE raises
- Morgan Stanley · 41 RE raises
- Brianna Gieselman · 18 RE raises
- Jacob Driver · 14 RE raises
- Beth Veloz · 9 RE raises
- Gaston Escudero · 7 RE raises
- Jeff Kiesnoski · 4 RE raises
- Brian W. Ragen · 2 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.