Form D · Other Real Estate

ADREX Clearwater DST

Denver, CO · CIK 0001895705

Offering snapshot reported May 6, 2022 · SEC filing

Reported sold
$117M
Offering amount: $117M
Investors reported
70
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jan 4, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$58.6M$117MDec 1, 2021Jan 6, 2022: $1,700,000.00Jan 6, 2022Apr 8, 2022: $113,243,577.00Apr 8, 2022May 6, 2022: $117,200,000.00May 6, 2022

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$113,243,577 → $117,200,000
  • Reported investors68 → 70

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 6, 2022Amendment$117,200,000$3,956,423vs Apr 8, 202270SEC filing
Apr 8, 2022Amendment$113,243,577$111,543,577vs Jan 6, 202268SEC filing
Jan 6, 2022Amendment$1,700,000No comparison2SEC filing
Dec 1, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$6.46M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-422994

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Ameriprise Financial Services, LLC6363
Concorde Investment Services, LLC151604
DAI Securities, LLC36673
Thornhill Securities, Inc.22333
American Portfolios Financial Services, Inc.18487
Commonwealth Financial Network8032
Robert W. Baird & Co. Incorporated8158
M Holdings Securities, Inc.43285
Emerson Equity LLC130032
The O.N. Equity Sales Company2936
Sanctuary Securities, Inc.205

Source: Form D, filed May 6, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Adrex Clearwater Manager Llc Executive
N/A Adrex Clearwater Trs Llc Executive
N/A Ares Diversified Real Estate Exchange Llc Executive
Joshua J. Widoff Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
518 17 Th Street Suite 1700
Denver, CO, 80202