AltMountain

ADREX Clearwater DST

Status: no Form D since May 2022. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

ADREX Clearwater DST is a real estate fund based in Denver, Colorado. According to its most recent Form D, filed May 6, 2022, it has sold $117,200,000 of interests to 70 investors since its first sale in Jan 2022. The minimum investment it accepts from an outside investor is $500,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include ADREX Clearwater TRS LLC; ADREX Clearwater Manager LLC; Ares Diversified Real Estate Exchange LLC.

Total raised
$117,200,000Cumulative sales reported on Form D
Investors
70
First sale
Jan 4, 2022
Minimum investment
$500,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
ADREX Clearwater TRS LLC; ADREX Clearwater Manager LLC; Ares Diversified Real Estate Exchange LLC
Latest Form D
May 6, 2022

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about ADREX Clearwater DST

What is the minimum investment for ADREX Clearwater DST?

According to its latest Form D, filed May 6, 2022, the minimum investment ADREX Clearwater DST accepts from an outside investor is $500,000.

Who can invest in ADREX Clearwater DST?

ADREX Clearwater DST is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has ADREX Clearwater DST raised?

ADREX Clearwater DST reports $117,200,000 sold from 70 investors on its Form D filed May 6, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is ADREX Clearwater DST based?

ADREX Clearwater DST is based in Denver, Colorado.

When did ADREX Clearwater DST launch?

ADREX Clearwater DST reports its first sale in Jan 2022.

Size compared with every real estate fund

Raised more than 97% of the 370 real estate funds based in Colorado, and more than 97% of all 7,349 that report sales.

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