Form D · Other Investment Fund

GWL REAL ESTATE PLUS L.P.

Denver, CO · CIK 0001167867

Offering snapshot reported May 5, 2026 · SEC filing

Reported sold
$352M
Indefinite offering
Investors reported
18
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 1, 2002
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$176M$352MMar 13, 2009: $345,869,359.00Mar 13, 2009Feb 2, 2010: $350,549,359.00Feb 1, 2011: $351,939,359.00Feb 1, 2012: $351,939,359.00Feb 1, 2013: $351,939,359.00Feb 3, 2014: $351,939,359.00Feb 2, 2015: $351,939,359.00Feb 1, 2016: $351,939,359.00Feb 1, 2017: $351,939,359.00Feb 1, 2018: $351,939,359.00Feb 1, 2019: $351,939,359.00Apr 12, 2019: $351,939,359.00Apr 10, 2020: $351,939,359.00Apr 12, 2021: $351,939,359.00Apr 12, 2022: $351,939,359.00Apr 12, 2023: $351,939,359.00Apr 11, 2024: $351,939,359.00May 27, 2025: $351,939,359.00May 5, 2026: $351,939,359.00May 5, 2026

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 5, 2026Amendment$351,939,359$0vs May 27, 202518SEC filing
May 27, 2025Amendment$351,939,359$0vs Apr 11, 202418SEC filing
Apr 11, 2024Amendment$351,939,359$0vs Apr 12, 202318SEC filing
Apr 12, 2023Amendment$351,939,359$0vs Apr 12, 202218SEC filing
Apr 12, 2022Amendment$351,939,359$0vs Apr 12, 202118SEC filing
Apr 12, 2021Amendment$351,939,359$0vs Apr 10, 202018SEC filing
Apr 10, 2020Amendment$351,939,359$0vs Apr 12, 201918SEC filing
Apr 12, 2019Amendment$351,939,359$0vs Feb 1, 201918SEC filing
Feb 1, 2019Amendment$351,939,359$0vs Feb 1, 201818SEC filing
Feb 1, 2018Amendment$351,939,359$0vs Feb 1, 201718SEC filing
Feb 1, 2017Amendment$351,939,359$0vs Feb 1, 201618SEC filing
Feb 1, 2016Amendment$351,939,359$0vs Feb 2, 201518SEC filing
Feb 2, 2015Amendment$351,939,359$0vs Feb 3, 201410SEC filing
Feb 3, 2014Amendment$351,939,359$0vs Feb 1, 201310SEC filing
Feb 1, 2013Amendment$351,939,359$0vs Feb 1, 201211SEC filing
Feb 1, 2012Amendment$351,939,359$0vs Feb 1, 201112SEC filing
Feb 1, 2011Amendment$351,939,359$1,390,000vs Feb 2, 201012SEC filing
Feb 2, 2010Amendment$350,549,359$4,680,000vs Mar 13, 200919SEC filing
Mar 13, 2009Amendment$345,869,359No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$236K (estimated)
Finders' fees
$0
Form D file number
021-40451
THE INVESTMENT MANAGER, EVERWEST ADVISORS LLC, PAYS ALL EXPENSES IN CONNECTION WITH THE OFFERING.

Source: Form D, filed May 5, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

GWL REAL ESTATE PLUS L.P.

Investment adviser: EVERWEST ADVISORS LLC

Gross asset value
$3.1M
Beneficial owners
4
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG HARTFORD, Connecticut, United States
Custodian STATE STREET BANK & TRUST COMPANY KANSAS CITY, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG
PCAOB 185

Filing source

Form ADV 2082764 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9095316747

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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 Everwest Advisors Llc Promoter
Investment Manager Of Issuer Everwest Funds Advisors Llc Promoter
General Partner Guggenheim Plus Gp Llc Promoter
General Partner Of Issuer Guggenheim Plus Gp Llc Promoter
Investment Manager Guggenheim Real Estate Llc Promoter
Investment Manager Of Issuer Guggenheim Real Estate Llc Promoter
N/A Gwl Plus Gp Llc Director
N/A Everwest Funds Advisors Gwl Plus Gp Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1099 18 Th Street Suite 2900
Denver, CO, 80202