Capital Flow Monitor · Sponsors · CIK 2098000
IREX IV Industrial Portfolio DST
2300 N. FIELD STREET, DALLAS, TX, 75201 · (972) 715-7400
Commercial · Other· inc. DELAWARE true 2025
Fit score
73
- pct_sold>=75+18
- investors 8-60+16
- industry:Commercial+14
- placement_agent+12
- filed<=7mo+9
- people+4
Offering
$94.0M
Sold
$80.1M
% sold
85.3%
Investors
59
Min investment
$0
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-03-10 | D/A ·current | 506(b) | $94.0M | $80.1M | 85.3% | 59 | EDGAR ↗ |
| 2026-02-13 | D/A | 506(b) | $94.0M | $41.5M | 44.1% | 26 | EDGAR ↗ |
| 2026-01-27 | D/A | 506(b) | $94.0M | $33.5M | 35.7% | 17 | EDGAR ↗ |
| 2025-12-22 | D/A | 506(b) | $94.0M | $25.1M | 26.7% | 9 | EDGAR ↗ |
| 2025-12-10 | D | 506(b) | $94.0M | $5.5M | 5.8% | 4 | 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%
- 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 —
- 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 III Industrial Portfolio DST $82.8M of $87.0M · 95.2%
- 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 III Industrial Portfolio DST $82.8M of $87.0M · 95.2%
- 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 III Industrial Portfolio DST $82.8M of $87.0M · 95.2%
- IREX II Storage Portfolio DST $80.7M of $85.7M · 94.1%
Placement agents
- Concorde Investment Services, Llc · 165 RE raises
- Morgan Stanley · 41 RE raises
- Jacob Driver · 14 RE raises
- Jason Mcmurtry · 5 RE raises
- Clay Schmidt · 4 RE raises
- Tommy Thompson · 2 RE raises
- John Hess · 2 RE raises
- William O'neil · 2 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.