Form D · Commercial

IREX V Diversified Portfolio DST

Dallas, TX · CIK 0002136591

Offering snapshot reported Sep 29, 2026 · SEC filing

Reported sold
$92.2M
Offering amount: $97.6M
Investors reported
91
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
May 8, 2026
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$46.1M$92.2MMay 22, 2026: $1,518,486.00May 22, 2026Jun 2, 2026: $6,766,425.00Jun 26, 2026: $7,766,000.00Jul 10, 2026: $15,887,213.00Jul 23, 2026: $37,145,301.00Jul 31, 2026: $48,303,351.00Aug 14, 2026: $63,563,656.00Aug 26, 2026: $73,771,670.00Sep 4, 2026: $82,019,027.00Sep 15, 2026: $84,351,090.00Sep 29, 2026: $92,222,874.00Sep 29, 2026

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$84,351,090 → $92,222,874
  • Reported investors85 → 91

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 29, 2026Amendment$92,222,874$7,871,784vs Sep 15, 202691SEC filing
Sep 15, 2026Amendment$84,351,090$2,332,063vs Sep 4, 202685SEC filing
Sep 4, 2026Amendment$82,019,027$8,247,357vs Aug 26, 202682SEC filing
Aug 26, 2026Amendment$73,771,670$10,208,014vs Aug 14, 202669SEC filing
Aug 14, 2026Amendment$63,563,656$15,260,305vs Jul 31, 202656SEC filing
Jul 31, 2026Amendment$48,303,351$11,158,050vs Jul 23, 202640SEC filing
Jul 23, 2026Amendment$37,145,301$21,258,088vs Jul 10, 202628SEC filing
Jul 10, 2026Amendment$15,887,213$8,121,213vs Jun 26, 202615SEC filing
Jun 26, 2026Amendment$7,766,000$999,575vs Jun 2, 20265SEC filing
Jun 2, 2026Amendment$6,766,425$5,247,939vs May 22, 20264SEC filing
May 22, 2026Initial$1,518,486No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$5.86M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-584860
Regarding Item 11, the Issuer may accept smaller investments in the Issuer?s sole discretion.
Sales Commissions include estimates of the maximum amount of Sales Commissions and Dealer Manager Fees that may be paid.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Morgan Stanley149777
Chad Kolinksy6414638World Investments, LLC · CRD 20626
Dan L. Werry4721789Emerson Equity LLC · CRD 130032
Amr Tenney5506866Realized Financial, Inc. · CRD 22333
LPL Financial LLC6413
Simon Brower4496781Realized Financial, Inc. · CRD 22333
Sean D. Whalen4000934DAI Securities, LLC · CRD 36673
McKenna Duncan7310472Realized Financial, Inc. · CRD 22333
Jamie Furlong6930080Concorde Investment Services, LLC · CRD 151604

Source: Form D, filed Sep 29, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.

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
Rivka Altman Executive
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 Steet Suite 1200
Dallas, TX, 75201
Phone: (972) 715-7400