Invesco IREX IV Industrial Portfolio DST

Limited Availability

Overview
Features
Income
Analysis

Overview

IREX IV Industrial Portfolio DST owns a portfolio of three industrial assets. These properties, located in Fort Pierce, FL, Concord, NC, and Mebane, NO, are strategically located, modern, functional industrial buildings. They are situated in growth-oriented markets with strong tenant demand, institutional-quality infrastructure, and excellent regional connectivity. The stabilized properties offer significant potential for income growth through below-market rents, and long-term tenancy.

Offering Materials

Key Investment Features

Structure

Delaware Statutory Trust (DST)

Investment Sponsor

Invesco

Property Type(s)

Industrial

Location(s)

NC, FL

Occupancy

100%

721 Exchange / UPREIT

Required

Minimum Investment

$250,000

Investment Strategy

Buy & Hold

Year 1 Yield

4.33%

In-Place Loan

No Loan; All-Cash

Avg. Remaining Lease Term

6.8 Years


Cash Flow Forecast

Year 1

Year 2

Year 3

Year 4

4.33%

4.43%

Sold

Sold

Year 5

Year 6

Year 7

Year 8

Sold

Sold

Sold

Sold

Year 9

Year 10

Sold

Sold


Investment Highlights

  • Strategic portfolio locations in low-vacancy industrial submarkets with strong rent growth

  • Modern specs: clear heights 26–36 ft, heavy dock ratio, ample trailer parking, and 2023–2024 construction at two assets.

  • All three markets benefit from pro-business state policies and sustained industrial absorption

  • Invesco, established in 1983, has approx $1.7 T in assets under management

Advantages

  • Some credit-rated tenants.

  • Invesco is a top-tier institutional asset manager

  • Invesco guarantees the income throughout the DST investment.

Weaknesses

  • IREX is a newer DST sponsor and INREIT has a limited track record.

  • Some leases set to expire in the first 4-5 years of the DST’s life.

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