Form D · Other Real Estate
AX Big Industrial Portfolio I DST
Salt Lake City, UT · CIK 0002161667
Offering snapshot reported Nov 4, 2026 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 4, 2026 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-603615
Sales compensation can be up to $5.1 million as set out in the private offering documents.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Arvest Wealth Management | 42057 | |
| Concorde Investment Services, LLC | 151604 | |
| FNEX Capital, LLC | 166316 | |
| Nationwide Planning Associates Inc. | 31029 | |
| Realized Financial, Inc. | 22333 | |
| Realta Equities, Inc. | 23769 | |
| Wealthforge Securities, LLC | 152550 |
Source: Form D, filed Nov 4, 2026. 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.
| Name | Reported role |
|---|---|
| Dean Allara | Executive |
| Garrett Behling | Executive |
| Brandon Flickinger | Executive |
| Jonathan Slager | Executive |
| Matt Tucker | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
111 E Sego Lily Drive Suite 400
Salt Lake City, UT, 84070
Salt Lake City, UT, 84070