Form D · Other Real Estate

AIREX Portfolio IV DST

Denver, CO · CIK 0001913330

Offering snapshot reported Sep 14, 2022 · SEC filing

Reported sold
$289M
Offering amount: $289M
Investors reported
163
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Mar 15, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$144M$289MFeb 24, 2022Apr 8, 2022: $47,571,753.00Apr 8, 2022Jun 28, 2022: $239,236,432.00Jun 28, 2022Sep 14, 2022: $288,850,000.00Sep 14, 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$239,236,432 → $288,850,000
  • Reported investors136 → 163

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 14, 2022Amendment$288,850,000$49,613,568vs Jun 28, 2022163SEC filing
Jun 28, 2022Amendment$239,236,432$191,664,679vs Apr 8, 2022136SEC filing
Apr 8, 2022Amendment$47,571,753No comparison37SEC filing
Feb 24, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$15.9M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-434812

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ares Wealth Management Solutions, LLC119546
Morgan Stanley149777
Commonwealth Financial Network8032
Purshe Kaplan Sterling Investments35747
Private Client Services, LLC120222

Source: Form D, filed Sep 14, 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 Airex Portfolio Iv Manager Llc Executive
N/A Airex Portfolio Iv Trs Llc Executive
N/A Ares Industrial Real Estate Exchange Llc Executive
Joshua J. Widoff 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