Form D · Commercial
IREX II Storage Portfolio DST
Dallas, TX · CIK 0002043736
Offering snapshot reported Jul 15, 2025 · SEC filing
- Reported sold
- $80.7M Offering amount: $85.7M
- Investors reported
- 70 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Nov 27, 2024 As reported in this filing
Fundraising history
Reported soldDates 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$73,482,965 → $80,663,234
- Reported investors53 → 70
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 15, 2025 | Amendment | $80,663,234 | $7,180,269vs Apr 9, 2025 | 70 | SEC filing |
| Apr 9, 2025 | Amendment | $73,482,965 | $24,003,537vs Mar 27, 2025 | 53 | SEC filing |
| Mar 27, 2025 | Amendment | $49,479,428 | $3,444,499vs Mar 14, 2025 | 40 | SEC filing |
| Mar 14, 2025 | Amendment | $46,034,929 | $6,846,524vs Feb 10, 2025 | 33 | SEC filing |
| Feb 10, 2025 | Amendment | $39,188,405 | $23,453,435vs Jan 24, 2025 | 24 | SEC filing |
| Jan 24, 2025 | Amendment | $15,734,970 | $3,218,458vs Jan 10, 2025 | 12 | SEC filing |
| Jan 10, 2025 | Amendment | $12,516,512 | $11,699,065vs Dec 11, 2024 | 6 | SEC filing |
| Dec 11, 2024 | Initial | $817,447 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $6M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-531748
Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Fees that may be paid.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Matt Terwilliger | 6010823 | Sanctuary Securities, Inc. · CRD 205 |
| Clay Schmidt | 6920482 | Realized Financial, Inc. · CRD 22333 |
| Morgan Stanley | 149777 | |
| Roger Bowlin | 1905652 | Aurora Securities · CRD 46147 |
| Lance Stafford | 2900449 | Arkadios Capital · CRD 282710 |
| Orrin Barrow | 6784158 | FNEX Capital, LLC · CRD 166316 |
| Joe Nugent | 4019776 | Arkadios Capital · CRD 282710 |
| Concorde Investment Services, LLC | 151604 |
Source: Form D, filed Jul 15, 2025. 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 |
|---|---|
| Bert Crouch | Executive |
| N/A Invesco Dst Manager Llc | Executive |
| N/A Invesco Real Estate Exchange Llc | Executive |
| N/A Irex Depositor Llc | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
2300 N. Field Street Suite 1200
Dallas, TX, 75201
Dallas, TX, 75201