Top1031

Broker-dealer · Form D Item 12

Morgan Stanley

Morgan Stanley (FINRA CRD 149777) is named in Item 12 of the Form D filings for 44 DST offerings with a Top1031 record, from 2022 to 2026.

FINRA CRD
149777
DST offerings
44
Sponsors
5
First named
2022
Latest named
2026
Source
SEC Form D, Item 12
FINRA BrokerCheck ↗

Item 12 does not report what any one firm was paid: selling commissions in a Form D are reported for the whole offering, so this page shows none.

A firm's appearance here is a fact from an SEC filing. It is not an endorsement, a rating or a recommendation of the firm or of any offering.

Offerings by year

Year first filedOfferings
20264
202513
202412
202311
20224

Offerings by sponsor

SponsorOfferings
Ares (ADREX)11
Blue Owl3
Hines9
Invesco Real Estate Exchange4
JLL Exchange (JLLX)17

Offerings that name Morgan Stanley

Active (6)

Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.

Blue Owl OREX VI DSTBlue OwlIndustrial · Multi-state (6)SEC filing, Oct 9, 2026
$342.9MJun 4, 2026
IREX V Diversified Portfolio DSTInvesco Real Estate ExchangeOtherSEC filing, Oct 13, 2026
$97.6MMay 22, 2026
JLLX Diversified 11, DSTJLL Exchange (JLLX)OtherSEC filing, Oct 2, 2026
$197.0MMar 5, 2026
Blue Owl OREX V DSTBlue OwlIndustrial · Multi-state (3)SEC filing, Jul 8, 2026
$269.5MFeb 5, 2026
Blue Owl OREX IV DSTBlue OwlNet leaseSEC filing, Mar 11, 2026
$247.2MOct 3, 2025
JLLX Diversified 10, DSTJLL Exchange (JLLX)Industrial · Multi-state (3)SEC filing, Apr 14, 2026
$268.3MSep 18, 2025

Recently fully subscribed (4)

IREX IV Industrial PortfolioInvesco Real Estate ExchangeIndustrial · Multi-state (2)SEC filing, Mar 10, 2026
$94.0MDec 10, 2025
Sold out
IREX III Industrial Portfolio DSTInvesco Real Estate ExchangeIndustrial · Multi-state (2)SEC filing, Dec 10, 2025
$87.0MJul 15, 2025
Sold out
JLLX Diversified 9, DSTJLL Exchange (JLLX)Multifamily · Multi-state (2)SEC filing, Jul 28, 2025
$168.5MFeb 25, 2025
Sold out
Louisville Logistics CenterJLL Exchange (JLLX)Industrial · Shepherdsville, KYSEC filing, Sep 12, 2025
$88.2MJul 11, 2023
Sold out

Historical (34)

Life Time Living Coral Gables; Left BankHinesMultifamily · Multi-state (2)SEC filing, Oct 15, 2026
$590.6MDec 15, 2025
Historical
ADREX Diversified 10 DSTAres (ADREX)MultifamilySEC filing, Sep 30, 2026
$489.6MOct 6, 2025
Historical
Montrose CollectiveHinesNet lease · Houston, TXSEC filing, Apr 22, 2026
$145.3MSep 22, 2025
Sold out
ADREX Signature Series DSTAres (ADREX)MultifamilySEC filing, Dec 18, 2025
$90.5MSep 2, 2025
Historical
Georgia International Trade CenterHinesIndustrial · Savannah, GASEC filing, Nov 6, 2025
$199.8MMay 29, 2025
Sold out
ADREX Diversified 9 DSTAres (ADREX)MultifamilySEC filing, Mar 2, 2026
$436.6MMay 28, 2025
Historical
ADREX Diversified 8 (multi-state industrial portfolio)Ares (ADREX)IndustrialSEC filing, Oct 20, 2025
$395.2MJan 24, 2025
Historical
E2 Apartments; The AlloyHinesMultifamilySEC filing, Aug 19, 2025
$246.5MJan 13, 2025
Sold out
IREX II Self-Storage PortfolioInvesco Real Estate ExchangeSelf-storage · Multi-state (4)SEC filing, Jul 15, 2025
$85.7MDec 11, 2024
Sold out
JLLX Diversified VIII, DSTJLL Exchange (JLLX)MultifamilySEC filing, Mar 25, 2025
$157.8MNov 19, 2024
Sold out
ADREX Diversified 7 DSTAres (ADREX)MultifamilySEC filing, Apr 21, 2025
$315.4MSep 3, 2024
Historical
Chandler Distribution CenterJLL Exchange (JLLX)Industrial · Chandler, AZSEC filing, Feb 11, 2025
$55.9MAug 30, 2024
Sold out
Woodside TrumbullJLL Exchange (JLLX)Multifamily · Trumbull, CTSEC filing, Feb 11, 2025
$48.7MAug 30, 2024
Sold out
JLLX Diversified VI, DSTJLL Exchange (JLLX)MultifamilySEC filing, Apr 17, 2025
$100.5MJul 31, 2024
Sold out
ADREX Diversified 6 DSTAres (ADREX)OtherSEC filing, Feb 26, 2025
$230.8MJun 20, 2024
Historical
RookwoodHinesNet lease · Cincinnati, OHSEC filing, Jun 6, 2025
$194.0MJun 10, 2024
Sold out
Elgin Distribution CenterJLL Exchange (JLLX)Industrial · Elgin, ILSEC filing, Nov 26, 2024
$50.7MMay 9, 2024
Sold out
Haven North Andover (a.k.a. Princeton North Andover)JLL Exchange (JLLX)Multifamily · North Andover, MASEC filing, Nov 26, 2024
$50.7MMay 9, 2024
Sold out
Diridon West (formerly Hanover Diridon)HinesMultifamily · San Jose, CASEC filing, Apr 1, 2025
$124.7MFeb 14, 2024
Sold out
ADREX Diversified 5 DSTAres (ADREX)MultifamilySEC filing, Oct 16, 2024
$219.1MFeb 7, 2024
Historical
Taunton Distribution CenterJLL Exchange (JLLX)Industrial · Taunton, MASEC filing, Aug 27, 2024
$59.9MDec 21, 2023
Sold out
Townlake of CoppellJLL Exchange (JLLX)Multifamily · Coppell, TXSEC filing, Aug 27, 2024
$59.9MDec 21, 2023
Sold out
JLLX Diversified III, DSTJLL Exchange (JLLX)HealthcareSEC filing, May 7, 2024
$95.9MNov 8, 2023
Sold out
The EmersonHinesMultifamily · Centreville, VASEC filing, Apr 1, 2025
$133.8MNov 1, 2023
Sold out
ADREX Diversified 4 DSTAres (ADREX)MultifamilySEC filing, Apr 12, 2024
$226.4MSep 28, 2023
Historical
EMMEHinesMultifamily · Chicago, ILSEC filing, Mar 26, 2024
$79.9MSep 13, 2023
Sold out
AIREX Portfolio 7 DSTAres (ADREX)IndustrialSEC filing, Sep 5, 2024
$219.2MAug 23, 2023
Historical
Ardenwood PortfolioJLL Exchange (JLLX)Other · Fremont, CASEC filing, Sep 12, 2025
$56.7MMar 20, 2023
Sold out
Ardenwood PortfolioJLL Exchange (JLLX)Other · Fremont, CASEC filing, Sep 12, 2025
$32.8MMar 20, 2023
Sold out
ADREX Diversified 3 DSTAres (ADREX)MultifamilySEC filing, Mar 19, 2024
$223.8MMar 20, 2023
Historical
West Phoenix Distribution CenterJLL Exchange (JLLX)Industrial · Glendale, AZSEC filing, Jul 6, 2023
$146.5MDec 13, 2022
Sold out
AIREX Portfolio VI DSTAres (ADREX)IndustrialSEC filing, Oct 19, 2023
$316.3MNov 15, 2022
Historical
200 Park PlaceHinesOffice · Houston, TXSEC filing, Mar 26, 2024
$157.7MSep 19, 2022
Sold out
JLLX Diversified IIJLL Exchange (JLLX)IndustrialSEC filing, Apr 3, 2023
$219.8MMay 25, 2022
Sold out

Data updated Oct 15, 2026