Form D · Other Real Estate

ADREX Multifamily I DST

Denver, CO · CIK 0001934728

Offering snapshot reported Oct 11, 2023 · SEC filing

Reported sold
$284M
Offering amount: $284M
Investors reported
228
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Aug 24, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$145M$290MJun 22, 2022Feb 6, 2023: $172,846,196.00Feb 6, 2023Jul 19, 2023: $290,072,004.00Jul 19, 2023Oct 11, 2023: $283,850,000.00Oct 11, 2023

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$290,072,004 → $283,850,000
  • Reported investors222 → 228

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 11, 2023Amendment$283,850,000-$6,222,004vs Jul 19, 2023228SEC filing
Jul 19, 2023Amendment$290,072,004$117,225,808vs Feb 6, 2023222SEC filing
Feb 6, 2023Amendment$172,846,196No comparison143SEC filing
Jun 28, 2022AmendmentYet to sellNo comparison0SEC filing
Jun 22, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$16M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-449883

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ares Wealth Management Solutions, LLC119546
Concorde Investment Services, LLC151604
DFPG Investments, LLC155576
Robert W. Baird & Co. Incorporated8158
Sagepoint Financial, Inc.133763
Realized Financial, Inc.22333
Ameriprise Financial Services, LLC6363
Securities America, Inc.10205
Janney Montgomery Scott LLC463
Commonwealth Financial Network8032
Woodbury Financial Services, Inc.421
Rockefeller Financial LLC29136
Infinex Investments, Inc.35371
Nationwide Planning Associates Inc.31029
DAI Securities, LLC36673
Hightower Securities, LLC116681
Royal Alliance Associates, Inc.23131
American Portfolios Financial Services, Inc.18487
Emerson Equity LLC130032
UBS Financial Services Inc.8174
Aurora Securities46147
Sanctuary Securities, Inc.205
MML Investors Services, LLC10409
Triad Advisors LLC25803
The O.N. Equity Sales Company2936

Source: Form D, filed Oct 11, 2023. 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 Multifamily I Manager Llc Executive
N/A Adrex Multifamily I Trs Llc Executive
N/A Ares Diversified Real Estate Exchange Llc Executive
Stefanie L. Sommers Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
C/O Ares Management Tabor Center, 1200 17 Th St., Suite 2900
Denver, CO, 80202