South Coast Ivy Walk DST
Raised
Pre-open
Investors
—
Min Invest
$25,000
AltStreet Analysis
·Generated from EDGAR primary sources
South Coast Ivy Walk DST is a Delaware statutory trust formed to raise equity capital under Rule 506(c), with SCIW Depositor, LLC and South Coast Ivy Walk Trust Manager, LLC serving as promoters/sponsor entities. The offering is pre-open, with no capital raised, investor count, or first sale date yet disclosed, and a stated minimum investment of $25,000. No parent platform or sibling entities were matched in available records.
This filing follows the typical structure of a single-asset Delaware Statutory Trust used in 1031-exchange real estate syndications, raising equity under the 506(c) exemption with a $25K minimum — a check size common to retail-oriented DST offerings rather than institutional funds. As a pre-open original Form D with no disclosed proceeds, it sits at the earliest reporting stage typical for this category.
Data Flags
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
1
latest Oct 14, 2026
Critical / warning
0 / 0
0 watch · 1 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
pre_sale
Latest event New filer · Oct 14, 2026
SEC.govInvestor
- 1 filing event with values and deltas, latest 2026-10-14, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
John Morgan, Jr.
Executive Officer · Atlanta, GA
John Morgan, Sr.
Executive Officer · Atlanta, GA
James Coley
Executive Officer · Atlanta, GA
Richard Deriso
Executive Officer · Atlanta, GA
Kyle Evans
Executive Officer · Atlanta, GA
Tyler Lusk
Executive Officer · Atlanta, GA
[none] SCIW Depositor, LLC
Promoter · Atlanta, GA
[none[ South Coast Ivy Walk Trust Manager, LLC
Promoter · Atlanta, GA
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
PREFERRED CAPITAL SECURITIES, LLCCRD 169719 on BrokerCheck
Associated broker-dealer: None · ATLANTA, GA · Soliciting in all states
Questions About South Coast Ivy Walk DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is South Coast Ivy Walk DST?
South Coast Ivy Walk DST is a Delaware entity organized in 2026 that filed a Form D with the SEC on October 14, 2026 in the Commercial industry group. The filing claims Rule 506(c) for an offering of equity.
Is South Coast Ivy Walk DST legit?
AltStreet does not rate legitimacy; it reports the public record. South Coast Ivy Walk DST filed a Form D with the SEC on October 14, 2026 claiming Rule 506(c). A Form D is a notice of an exempt offering, not a review or approval of it. No sales had been reported as of that notice. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is South Coast Ivy Walk DST registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that South Coast Ivy Walk DST claimed Rule 506(c) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has South Coast Ivy Walk DST raised?
South Coast Ivy Walk DST reported that the first sale had not yet occurred as of the Form D filed October 14, 2026, so no amount sold or investor count is on file. The total offering amount is $13,348,000.
Who can invest in South Coast Ivy Walk DST?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.
What is the minimum investment in South Coast Ivy Walk DST?
The Form D lists $25,000 as the minimum investment accepted from any outside investor as of October 14, 2026. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling South Coast Ivy Walk DST and how are they paid?
The Form D names PREFERRED CAPITAL SECURITIES, LLC (CRD 169719), associated with None as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $1,201,320 and finders' fees as $0. Form D allows these to be estimates. The issuer reports $1,979,985 of gross proceeds used or proposed to be used for payments to related persons.
Who is behind South Coast Ivy Walk DST?
The Form D lists 8 related persons: John F. Morgan, Jr., executive officer; John F. Morgan, Sr., executive officer; James Coley, executive officer; Richard Deriso, executive officer; Kyle Evans, executive officer; Tyler Lusk, executive officer; [none] SCIW Depositor, LLC, promoter; [none[ South Coast Ivy Walk Trust Manager, LLC, promoter. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is South Coast Ivy Walk DST located?
The issuer's address on its SEC filings is 3715 Northside Pkwy Nw, Northcreek 200, Suite 650, Atlanta, GA 30327. Its phone number of record is 404.460.4511. It is organized under the laws of Delaware.
How long is the South Coast Ivy Walk DST offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.
What is South Coast Ivy Walk DST's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
Is this your offering?
Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.
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. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.