Form D · Other Real Estate

AIREX Portfolio V DST

Denver, CO · CIK 0001917409

Offering snapshot reported May 4, 2023 · SEC filing

Reported sold
$320M
Offering amount: $320M
Investors reported
164
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jun 23, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$160M$320MMar 25, 2022Jun 28, 2022: $4,015,872.00Jun 28, 2022May 4, 2023: $320,200,000.00May 4, 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$4,015,872 → $320,200,000
  • Reported investors3 → 164

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 4, 2023Amendment$320,200,000$316,184,128vs Jun 28, 2022164SEC filing
Jun 28, 2022Amendment$4,015,872No comparison3SEC filing
Mar 25, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$17.6M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-439002

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ares Wealth Management Solutions, LLC119546
Morgan Stanley14977
Commonwealth Financial Network8032
Rockefeller Financial LLC291361
Hightower Securities, LLC116681
UBS Financial Services Inc.8174

Source: Form D, filed May 4, 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 Airex Portfolio V Manager Llc Executive
N/A Airex Portfolio V 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