AltMountain

Agre Royce REIT LLC

New York, NY · CIK 1894377
Status: no Form D since Dec 2021. 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.

Agre Royce REIT LLC is a real estate fund based in New York, New York. According to its most recent Form D, filed Dec 20, 2021, it has sold $125,000 of interests to 125 investors since its first sale in Dec 2021. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Rick Andreen; Daniel Kwon; Tracey Gamble.

Total raised
$125,000Cumulative sales reported on Form D
Investors
125
First sale
Dec 9, 2021
Minimum investment
$1,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Rick Andreen; Daniel Kwon; Tracey Gamble
Latest Form D
Dec 20, 2021

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 Agre Royce REIT LLC

What is the minimum investment for Agre Royce REIT LLC?

According to its latest Form D, filed Dec 20, 2021, the minimum investment Agre Royce REIT LLC accepts from an outside investor is $1,000.

Who can invest in Agre Royce REIT LLC?

Agre Royce REIT LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Agre Royce REIT LLC raised?

Agre Royce REIT LLC reports $125,000 sold from 125 investors on its Form D filed Dec 20, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Agre Royce REIT LLC based?

Agre Royce REIT LLC is based in New York, New York.

When did Agre Royce REIT LLC launch?

Agre Royce REIT LLC reports its first sale in Dec 2021.

Size compared with every real estate fund

Raised more than 27% of the 811 real estate funds based in New York, and more than 8% of all 7,351 that report sales.

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