Form D · Other Real Estate

ADREX Diversified 5 DST

Denver, CO · CIK 0002010881

Offering snapshot reported Oct 16, 2024 · SEC filing

Reported sold
$219M
Offering amount: $219M
Investors reported
145
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Mar 15, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$110M$219MFeb 7, 2024Apr 24, 2024: $55,942,996.00Apr 24, 2024Oct 16, 2024: $219,050,000.00Oct 16, 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$55,942,996 → $219,050,000
  • Reported investors36 → 145

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 16, 2024Amendment$219,050,000$163,107,004vs Apr 24, 2024145SEC filing
Apr 24, 2024Amendment$55,942,996No comparison36SEC filing
Feb 7, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$12.1M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-504592

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ares Wealth Management Solutions, LLC119546
Osaic Wealth, Inc.23131
Raymond James Financial Services, Inc.6694
UBS Financial Services Inc.8174
Wells Fargo Clearing Services, LLC19616
Wells Fargo Advisors Financial Network, LLC11025
Ameriprise Financial Services, LLC6363
Sanctuary Securities, Inc.206
J.P. Morgan Securities LLC79
RBC Capital Markets, LLC31194
Morgan Stanley149777
Janney Montgomery Scott LLC463
The O.N. Equity Sales Company2936
Robert W. Baird & Co. Incorporated8158
Wells Fargo Securities, LLC126292
American Portfolios Financial Services, Inc.18487
Rockefeller Financial LLC291361

Source: Form D, filed Oct 16, 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 5 Manager Llc Executive
N/A Adrex Diversified 5 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