Form D · Commercial
IREX IV Industrial Portfolio DST
Dallas, TX · CIK 0002098000
Offering snapshot reported Mar 10, 2026 · SEC filing
- Reported sold
- $80.1M Offering amount: $94M
- Investors reported
- 59 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 26, 2025 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$41,482,337 → $80,134,031
- Reported investors26 → 59
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 10, 2026 | Amendment | $80,134,031 | $38,651,694vs Feb 13, 2026 | 59 | SEC filing |
| Feb 13, 2026 | Amendment | $41,482,337 | $7,934,043vs Jan 27, 2026 | 26 | SEC filing |
| Jan 27, 2026 | Amendment | $33,548,294 | No comparison | 17 | SEC filing |
| Dec 22, 2025 | Amendment | $25,065,355 | $19,582,461vs Dec 10, 2025 | 9 | SEC filing |
| Dec 10, 2025 | Initial | $5,482,894 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $5.64M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-566385
Sales Commissions include estimates of the maximum amount of Sales Commissions and Dealer Manager Fees that may be paid.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Concorde Investment Services, LLC | 151604 | |
| Clay Schmidt | 6920482 | Realized Financial, Inc. · CRD 22333 |
| William O'Neil | 7396734 | DAI Securities, LLC · CRD 36673 |
| Morgan Stanley | 149777 |
Source: Form D, filed Mar 10, 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 |
|---|---|
| Stephanie Holder | 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