Form D · Other Investment Fund
Virtus Real Estate Enhanced Core, LP
Austin, TX · CIK 0001805645
Offering snapshot reported Mar 4, 2026 · SEC filing
- Reported sold
- $528M Indefinite offering
- Investors reported
- 28 Form D · investor count
- Minimum accepted
- $10M Reported outside-investor minimum
- First sale
- Feb 24, 2020 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$527,373,737 → $527,623,737
- Reported investors27 → 28
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 4, 2026 | Amendment | $527,623,737 | $250,000vs Mar 4, 2025 | 28 | SEC filing |
| Mar 4, 2025 | Amendment | $527,373,737 | $10,606,060vs Feb 29, 2024 | 27 | SEC filing |
| Feb 29, 2024 | Amendment | $516,767,677 | $5,167,677vs Mar 3, 2023 | 26 | SEC filing |
| Mar 3, 2023 | Amendment | $511,600,000 | $10,589,899vs Mar 7, 2022 | 25 | SEC filing |
| Mar 7, 2022 | Amendment | $501,010,101 | $298,989,899vs Mar 8, 2021 | 8 | SEC filing |
| Mar 8, 2021 | Amendment | $202,020,202 | $0vs Mar 6, 2020 | 2 | SEC filing |
| Mar 6, 2020 | Initial | $202,020,202 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.6, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.26M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-362148
In Item 11, the general partner reserves the right to accept commitments of lesser amounts.
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 and member of FINRA / SIPC · CRD 120738 |
Source: Form D, filed Mar 4, 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
VIRTUS REAL ESTATE ENHANCED CORE, LP
Investment adviser: VIRTUS REAL ESTATE LLC
- Gross asset value
- $1.12B
- Beneficial owners
- 27
- ADV minimum commitment
- $25M
Reported in Form ADV on Jun 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM US LLP
PCAOB 49
HFF SECURITIES L.P.
CRD 131585 · SEC 8-66485
Filing source
Form ADV 2110215 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-3302541459
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.
| Name | Reported role |
|---|---|
| Terrell Gates | Executive |
| William Strong | Executive |
| Virtus Real Estate Capital Ec Management Gp, Llc Virtus Real Estate Capital Ec Management Gp, Llc | Director |
| N/A Virtus Real Estate Capital Ec Management Gp, Llc | Director |
| Kevin White | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Austin, TX, 78703