Capital Flow Monitor · Sponsors · CIK 2136591
IREX V Diversified Portfolio DST
2300 N. FIELD STEET, DALLAS, TX, 75201 · (972) 715-7400
Commercial · Other· inc. DELAWARE true 2026
Fit score
66
- pct_sold>=75+18
- industry:Commercial+14
- filed<=4mo+12
- placement_agent+12
- investors 61-150+6
- people+4
Offering
$97.6M
Sold
$92.2M
% sold
94.5%
Investors
91
Min investment
$250K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-09-29 | D/A ·current | 506(b) | $97.6M | $92.2M | 94.5% | 91 | EDGAR ↗ |
| 2026-09-15 | D/A | 506(b) | $97.6M | $84.4M | 86.4% | 85 | EDGAR ↗ |
| 2026-09-04 | D/A | 506(b) | $97.6M | $82.0M | 84.0% | 82 | EDGAR ↗ |
| 2026-08-26 | D/A | 506(b) | $97.6M | $73.8M | 75.6% | 69 | EDGAR ↗ |
| 2026-08-14 | D/A | 506(b) | $97.6M | $63.6M | 65.1% | 56 | EDGAR ↗ |
| 2026-07-31 | D/A | 506(b) | $97.6M | $48.3M | 49.5% | 40 | EDGAR ↗ |
| 2026-07-23 | D/A | 506(b) | $97.6M | $37.1M | 38.0% | 28 | EDGAR ↗ |
| 2026-07-10 | D/A | 506(b) | $97.6M | $15.9M | 16.3% | 15 | EDGAR ↗ |
| 2026-06-26 | D/A | 506(b) | $97.6M | $7.8M | 8.0% | 5 | EDGAR ↗ |
| 2026-06-02 | D/A | 506(b) | $97.6M | $6.8M | 6.9% | 4 | EDGAR ↗ |
| 2026-05-22 | D | 506(b) | $97.6M | $1.5M | 1.6% | 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
- 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 —
- 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 IV Industrial Portfolio DST $80.1M of $94.0M · 85.3%
- 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 IV Industrial Portfolio DST $80.1M of $94.0M · 85.3%
- 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 IV Industrial Portfolio DST $80.1M of $94.0M · 85.3%
- 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
- Simon Brower · 47 RE raises
- Morgan Stanley · 41 RE raises
- Lpl Financial Llc · 40 RE raises
- Mckenna Duncan · 36 RE raises
- Amr Tenney · 23 RE raises
- Jamie Furlong · 10 RE raises
- Chad Kolinksy · 8 RE raises
- Dan L. Werry · 8 RE raises
- Sean D. Whalen · 4 RE raises
- James Fanning · 3 RE raises
- Daniel Mackey · 3 RE raises
- William Kinmonth · 1 RE raises
- Michael Hughes · 1 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.