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EDGAR Verified
Primary Source · SEC.gov

ARE-Winter Street REIT, LLC

CIK 0001844538Fund Vehicle2021 vintage506(b), 3(c)
ARE-Winter Street REIT, LLC

Raised

$125K

Investors

125

Min Invest

$1,000

AltStreet Analysis

·

Generated from EDGAR primary sources

ARE-Winter Street REIT, LLC is a Delaware-organized pooled investment fund filed February 5, 2021, that raised $125K from 125 investors under Rule 506(b) and Section 3(c) exemptions. The minimum investment is $1K. The filing lists 15 executive officers and directors, led by Joel Marcus, with no disclosed sales commissions.

This real estate pooled investment fund uses a 506(b) private placement exemption with a low $1K minimum investment, which is accessible compared to typical institutional real estate funds that often require $25K-$100K minimums. The 3(c) exemption suggests this is structured as an Investment Company Act-exempt vehicle, common for real estate funds.

Data Flags

generalExactly 125 investors raised exactly $125K, suggesting an average investment of $1K per investor—precisely the stated minimum. This mathematically precise alignment is unusual and may indicate all investors contributed the exact minimum amount.
investor_countVery high investor count (125) relative to total capital raised ($125K), resulting in an average check size of only $1K, which is atypical for institutional real estate pooled funds.
executive_officers15 executive officers and directors listed for a $125K raise is an unusually high number of management personnel relative to the capital raised.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001844538
Entity NameARE-Winter Street REIT, LLC
Exemption506(b), 3(c)
First Sale Date—
Filing DateFebruary 5, 2021
Accession Number0001844538-21-000002
Total Amount Sold$125K
Total Investors125
Minimum Investment$1,000
Securities TypeEquity, Pooled Investment Fund
State of IncorporationNot specified
Amendment CountOriginal filing only

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Joel Marcus

Executive Officer, Director · Pasadena, CA

Dean Shigenaga

Executive Officer, Director · Pasadena, CA

Jackie Clem

Executive Officer · Pasadena, CA

Stephen Richardson

Executive Officer · Pasadena, CA

Peter Moglia

Executive Officer · Pasadena, CA

Daniel Ryan

Executive Officer · Pasadena, CA

Lawrence Diamond

Executive Officer · Pasadena, CA

Joesph Hakman

Executive Officer · Pasadena, CA

Vincent Ciruzzi

Executive Officer · Pasadena, CA

John Cunningham

Executive Officer · Pasadena, CA

Hunter Kass

Executive Officer · Pasadena, CA

Marc Binda

Executive Officer · Pasadena, CA

Andres Gavinet

Executive Officer · Pasadena, CA

Terezia Nemeth

Executive Officer · Pasadena, CA

Gary Dean

Executive Officer · Pasadena, CA

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. AltStreet analysis (summaries, flags, category context) is generated by Claude from this primary source data and reviewed for accuracy. Platform-provided information (if present) is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. EDGAR data is verified read-only — platforms may request factual corrections for demonstrable inaccuracies by contacting research@altstreet.investments. This page does not constitute investment advice.