Form D · Other Real Estate
Virtus Real Estate Capital IV, LP
Austin, TX · CIK 0001985188
Offering snapshot reported Feb 28, 2025 · SEC filing
- Reported sold
- $311M Offering amount: $900M
- Investors reported
- 37 Form D · investor count
- Minimum accepted
- $10M Reported outside-investor minimum
- First sale
- Jun 30, 2023 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$278,852,042 → $311,113,776
- Reported investors18 → 37
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 28, 2025 | Amendment | $311,113,776 | $32,261,734vs Jan 2, 2024 | 37 | SEC filing |
| Jan 2, 2024 | Amendment | $278,852,042 | $14,923,470vs Sep 8, 2023 | 18 | SEC filing |
| Sep 8, 2023 | Amendment | $263,928,572 | $36,877,571vs Jul 17, 2023 | 18 | SEC filing |
| Jul 17, 2023 | Initial | $227,051,001 | No comparison | 18 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.1M
- Finders' fees
- $0
- Form D file number
- 021-487029
The amount of fees is contingent upon capital deployment and payment schedule.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Mitchell Sikora | 2270485 | INTE Securities, LLC · CRD 47107 |
| Michael Joseph, CFA | 4231268 | Jones Lang LaSalle Securities, LLC, a registered broker dealer andmember of FINRA / SIPC · CRD 120738 |
Source: Form D, filed Feb 28, 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 |
|---|---|
| Terrell Gates | Director, Executive |
| Scott Humphreys | Executive |
| William Strong | Executive |
| Virtus Real Estate Capital Iv Management Gp, Llc | Director, Executive |
| Virtus Real Estate, Llc | Director, Executive |
| Kevin White | Executive |
| Matt Withey | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
835 West 6 Th Street, Suite 1500
Austin, TX, 78703
Austin, TX, 78703