AX Diversified Retail Portfolio, DST
Sponsored by Apollo
AX Diversified Retail Portfolio, DST is a $89.5 million offering comprising six properties with broad exposure to home improvement, wholesale club, and essential retail formats benefiting from distinct demand drivers and non-discretionary, cycle-resilient consumer spending.
Offering details are for registered investors
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Offering terms
- Minimum investment
- $25,000
- Yr 1 distribution
- 4.60%
- Avg distribution
- 4.60%
- Projected hold
- 7–10 yrs
- Offering size
- $89.5M
- Equity raise
- $89.5M
- Loan-to-value
- All cash
- 721 exit
- Mandatory
Projected distributions by year
Capital structure
- Equity
- $89,500,000
- Debt
- $0
- Total
- $89,500,000
Overview
AX Diversified Retail Portfolio, DST is a $89.5 million offering comprising six properties with broad exposure to home improvement, wholesale club, and essential retail formats benefiting from distinct demand drivers and non-discretionary, cycle-resilient consumer spending. The portfolio is leased to affiliates of Lowe's, Sam's Club, Kroger and BJ's Wholesale Club, nationally recognized retailers with strong credit profiles and established market positions in Mississippi, Alabama, Texas, Florida, and Indiana.
Projected distributions are the sponsor's estimates of annual cash flow on invested equity. They are not guaranteed, may change or stop, and may include a return of capital. LTV is the offering's debt divided by its total capitalization. Information reflects my offering records as of November 2, 2026 and may have changed. This page is not an offer to sell or a solicitation of an offer to buy any security; offers are made only through the offering documents to eligible investors.
