Form D · Other Real Estate

ADREX Diversified I DST

Denver, CO · CIK 0001907449

Offering snapshot reported Jun 2, 2022 · SEC filing

Reported sold
$194M
Offering amount: $194M
Investors reported
95
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Feb 10, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$97.1M$194MJan 31, 2022Apr 12, 2022: $155,295,424.00Apr 12, 2022Jun 2, 2022: $194,100,000.00Jun 2, 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$155,295,424 → $194,100,000
  • Reported investors68 → 95

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 2, 2022Amendment$194,100,000$38,804,576vs Apr 12, 202295SEC filing
Apr 12, 2022Amendment$155,295,424No comparison68SEC filing
Jan 31, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$10.7M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-431567

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ares Wealth Management Solutions119546
Spire Securities, LLC144131
Robert W. Baird & Co. Incorporated8158
Concorde Investment Services, LLC151604
Thornhill Securities, Inc.22333
Ameriprise Financial Services, LLC6363
Commonwealth Financial Network8032
American Portfolios Financial Services, Inc.18487
DAI Securities, LLC36673
Purshe Kaplan Sterling Investments35747
Synovus Securities, Inc.14023

Source: Form D, filed Jun 2, 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 Diversified I Manager Llc Executive
N/A Adrex Diversified I 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