Form D · Commercial

IREX Industrial Portfolio I DST

Dallas, TX · CIK 0001971067

Offering snapshot reported Dec 20, 2024 · SEC filing

Reported sold
$34.9M
Offering amount: $36.9M
Investors reported
56
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Sep 25, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$17.4M$34.9MOct 10, 2023: $1,526,849.00Oct 10, 2023Nov 3, 2023: $4,169,006.00Dec 20, 2023: $6,437,251.00Feb 7, 2024: $10,124,896.00Apr 8, 2024: $14,455,873.00May 6, 2024: $16,359,431.00May 30, 2024: $17,917,263.00Jun 21, 2024: $18,775,964.00Jul 26, 2024: $22,715,723.00Sep 27, 2024: $24,793,036.00Oct 11, 2024: $26,384,915.00Nov 7, 2024: $29,094,445.00Dec 20, 2024: $34,877,026.00Dec 20, 2024

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$29,094,445 → $34,877,026
  • Reported investors51 → 56

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 20, 2024Amendment$34,877,026$5,782,581vs Nov 7, 202456SEC filing
Nov 7, 2024Amendment$29,094,445$2,709,530vs Oct 11, 202451SEC filing
Oct 11, 2024Amendment$26,384,915$1,591,879vs Sep 27, 202446SEC filing
Sep 27, 2024Amendment$24,793,036$2,077,313vs Jul 26, 202443SEC filing
Jul 26, 2024Amendment$22,715,723$3,939,759vs Jun 21, 202437SEC filing
Jun 21, 2024Amendment$18,775,964$858,701vs May 30, 202430SEC filing
May 30, 2024Amendment$17,917,263$1,557,832vs May 6, 202428SEC filing
May 6, 2024Amendment$16,359,431$1,903,558vs Apr 8, 202424SEC filing
Apr 8, 2024Amendment$14,455,873$4,330,977vs Feb 7, 202420SEC filing
Feb 7, 2024Amendment$10,124,896$3,687,645vs Dec 20, 202315SEC filing
Dec 20, 2023Amendment$6,437,251$2,268,245vs Nov 3, 202312SEC filing
Nov 3, 2023Amendment$4,169,006$2,642,157vs Oct 10, 20237SEC filing
Oct 10, 2023Initial$1,526,849No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.21M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-494164
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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RecipientCRDAssociated broker-dealer
Richard Gann4623806Concorde Investment Services, LLC · CRD 151604
William Aubry Morrow836500Concorde Investment Services, LLC · CRD 151604
Realized Financial, Inc.22333
Steve Filiaci3016353Sanctuary Securities, Inc. · CRD 205

Source: Form D, filed Dec 20, 2024. 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
Bert Crouch Executive
N/A Invesco Dst Manager Llc Executive
N/A Invesco Real Estate Exchange Llc Executive
N/A Irex Depositor Llc Executive
Michael Kirby Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
2300 N. Field Street Suite 1200
Dallas, TX, 75201