IREX V Diversified Portfolio DST is a $97.6 million all-cash, zero-debt Delaware Statutory Trust from Invesco Real Estate, part of Invesco Real Estate Income Trust (INREIT). The trust owns two stabilized, income-producing assets: The Elizabeth on Seventh, a mixed-use office and retail building in Charlotte, North Carolina (about 95% leased), and Gateway One, an industrial facility in West Columbia, South Carolina. The debt-free structure projects a 4.50% first-year distribution rising to 5.15% (4.82% average), with a $250,000 minimum and a Section 721 exchange option into INREIT.
) and tied to Invesco Real Estate Income Trust (INREIT). 3% leased across 19 tenants), and Gateway One, an industrial facility in West Columbia, South Carolina.
82% average), a $250,000 minimum, and a Section 721 exchange option into INREIT.
The properties are held free and clear with no mortgage, eliminating refinancing, maturity, rate-cap, and lender-foreclosure risk and removing the equal-or-greater-debt replacement requirement for 1031 investors. The structural trade-off is the absence of positive leverage.
All-cash, zero-debt diversified DST - no refinancing or loan-maturity risk.
Two stabilized assets: a 95%-leased Charlotte office/retail building and a West Columbia, SC industrial facility.
4.50% first-year distribution rising to 5.15% (4.82% average).
Sponsored by Invesco Real Estate; Section 721 exchange option into Invesco Real Estate Income Trust (INREIT).
$250,000 minimum; institutional INREIT management.
Debt-free structure removes leverage and refinancing risk; institutional Invesco/INREIT sponsorship and 721 optionality; diversification across property types and two Carolinas markets; stabilized, leased assets.
Office/retail exposure carries tenant-rollover and sector risk; modest early yield; $250,000 minimum; all-cash structure means no positive leverage; INREIT-affiliated master tenant.
The analysis below is Baker 1031's educational opinion — not investment, tax, or legal advice, a recommendation, or a guarantee, and it does not replace the offering's Private Placement Memorandum (PPM), which governs in all respects. Read the PPM and consult your own CPA and attorney before investing.
A conservative, debt-free diversified DST emphasizing capital preservation and a clean INREIT 721 exit. Office/retail exposure is the main differentiator to weigh against the all-cash safety.
The analysis below is Baker 1031's educational opinion — not investment, tax, or legal advice, a recommendation, or a guarantee, and it does not replace the offering's Private Placement Memorandum (PPM), which governs in all respects. Read the PPM and consult your own CPA and attorney before investing.
Invesco
Invesco reaches the 1031 market through Invesco Real Estate Exchange (INREX), the DST arm of a global asset manager whose real estate group oversees roughly $85 billion, and it complements that with the Invesco Commercial Real Estate Finance Trust. With a 40-year real estate track record and institutional sourcing across sectors including industrial and cold storage, Invesco brings disciplined, research-driven underwriting to exchangers—DSTs being one channel within a roughly $1.8 trillion global platform.
Learn More About Invesco →Documents for this offering. Available to signed-in investors.
Securities offered through Aurora Securities, Inc. (CRD #46147 / SEC #8-51322), member FINRA / SIPC; Baker 1031 Investments, LLC is independent of Aurora Securities, Inc. and is not a registered broker-dealer or investment adviser. This is not an offer to sell or a solicitation of an offer to buy any security; any offer is made solely by the confidential private placement memorandum (PPM), which qualifies all information herein in its entirety. Delaware Statutory Trust interests are speculative, illiquid securities offered under Rule 506(c) of Regulation D and sold only to investors whose accredited-investor status has been verified; offering documents and subscription materials are provided only after that verification. They involve substantial risk, including possible loss of the entire investment.
Distributions, yields, the cap-rate equivalent, DSCR, occupancy, and benchmark figures are sponsor estimates or projections, are not guaranteed, and may differ materially from actual results. Any tax-adjusted yield assumes a 40% effective rate for non-1031 cash investors and is not tax advice. No tax, legal, or investment advice is provided — consult your own CPA and attorney. Past performance does not guarantee future results.