Form D · Other Real Estate

ADREX Diversified 3 DST

Denver, CO · CIK 0001970105

Offering snapshot reported Mar 19, 2024 · SEC filing

Reported sold
$224M
Offering amount: $224M
Investors reported
156
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
May 2, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$112M$224MMar 20, 2023Jul 19, 2023: $56,829,048.00Jul 19, 2023Mar 19, 2024: $223,800,000.00Mar 19, 2024

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$56,829,048 → $223,800,000
  • Reported investors42 → 156

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 19, 2024Amendment$223,800,000$166,970,952vs Jul 19, 2023156SEC filing
Jul 19, 2023Amendment$56,829,048No comparison42SEC filing
Mar 29, 2023AmendmentYet to sellNo comparison0SEC filing
Mar 20, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$12.3M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-476366

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ares Wealth Management Solutions, LLC119546
Robert W. Baird & Co. Incorporated8158
Securities America, Inc.10205
Sanctuary Securities, Inc.205
Commonwealth Financial Network8032
UBS Financial Services Inc.8174
Ameriprise Financial Services, LLC6363
Concorde Investment Services, LLC151604
Wells Fargo Clearing Services, LLC19616
Woodbury Financial Services, Inc.421
American Portfolios Financial Services, Inc.18487
Osaic Wealth, Inc.23131
Raymond James Financial Services, Inc.6694
Morgan Stanley149777
M. S. Howells & Co.104100
J.P. Morgan Securities LLC79

Source: Form D, filed Mar 19, 2024. 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 Diversified 3 Manager Llc Executive
N/A Adrex Diversified 3 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:
1200 17 Th Street Suite 2900
Denver, CO, 80202