AX Essential Retail Portfolio, DST
About
Issuer
- Entity type
- Other
- Jurisdiction
- Delaware
- Sector
- Real Estate
- Headquarters
- New York, NY
- Street
- 9 West 57th Street
- Zip
- 10019
Offering
- Total offering
- $91.5M
- Amount sold
- $44.8M
- First sale
- Nov 25, 2025
- Min investment
- $25k
- Securities
- Equity, Pooled investment fund
- Federal exemption
- Rule 506(b)
- Investors so far
- 42
How this filing compares
Ranked #6 of 97 Real Estate filings in March 2026 by offering amount.
Median Real Estate filing in March 2026: $6.6M. This offering is 13.9× the median.
Other New York filings this week: AIM Investors Employee LP, AIM Investors Employee Offshore LP, ASports Private Investors, LLC, Averill Partners, LP, Banyan Tree Capital Partners, L.P.
Leadership
N/A Apollo RE Exchange, LLC — Executive Officer
N/A AX Essential Retail Portfolio Manager, LLC — Executive Officer
N/A AX III Depositor, LLC — Executive Officer
Nari Na — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P.
Scott Kleinman — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Direct Lending Fund - Perpetual (Levered), L.P., Apollo Direct Lending Fund - Perpetual (Unlevered), L.P., Apollo Direct Lending Fund - Perpetual (Unlevered Overseas),, Apollo Direct Lending Fund - Perpetual (Unlevered TE), L.P.
John Zito — Executive Officer
Also named on: Apollo Direct Lending Fund - Perpetual (Levered), L.P., Apollo Direct Lending Fund - Perpetual (Unlevered), L.P., Apollo Direct Lending Fund - Perpetual (Unlevered Overseas),, Apollo Direct Lending Fund - Perpetual (Unlevered TE), L.P., Apollo Hybrid Value Fund III, L.P.
Matthew Breitfelder — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P.
Brian Carney — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P.
Whitney Chatterjee — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P.
Heather Glatter — Executive Officer
Benjamin Israel — Executive Officer
Martin B. Kelly — Executive Officer
Also named on: Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P., Apollo Direct Lending Fund - Perpetual (Levered), L.P., Apollo Direct Lending Fund - Perpetual (Unlevered), L.P., Apollo Direct Lending Fund - Perpetual (Unlevered Overseas),
William B. Kuesel — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P.
Mandee Lee — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P.
Yael Levy — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P.
Jessica L. Lomm — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P.
Catherine Mullarney — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P.
Katherine G. Newman — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P.
Stuart A. Rothstein — Executive Officer
Stefanie Sundel — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Aligned Alternatives ST Fund (USD), L.P.
Shari Vershell — Executive Officer
Johannes Worsoe — Executive Officer
James Zelter — Executive Officer
Also named on: Apollo HVF III Co-Investors (A), L.P., Apollo Multi Asset Credit Replacement (Exempt), L.P., Apollo Multi Asset Credit Replacement (Onshore), L.P., Apollo Direct Lending Fund - Perpetual (Levered), L.P., Apollo Direct Lending Fund - Perpetual (Unlevered), L.P.
Filing details
AX Essential Retail Portfolio, DST filed a Form D with the SEC on March 25, 2026.