AEI Net Lease Portfolio XII DST
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$17M
Investors
30
Min Invest
$50,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
AEI Net Lease Portfolio XII DST is a Delaware entity that first filed a Form D on June 26, 2019 and most recently amended it on August 16, 2019 in the Commercial industry group. The offering claims Rule 506(b) and covers equity. AEI Net Lease Portfolio XII DST reported $16,818,000 sold from 30 investors of a $18,226,000 total offering as of the Form D filed August 16, 2019. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000. The Form D names Ausdal Financial Partners (CRD 7995), associated with None; Colorado Financial Service Corporation (CRD 104343), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None; Kalos Capital, Inc. (CRD 44337), associated with None and 8 others as recipients of sales compensation soliciting in all states. The issuer's address of record is 30 E 7th Street Suite 1300, St. Paul, MN 55101.
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
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
lapsed
Fund family Part of the AEI Net Lease Portfolio DST family: 18 vehicles across 18 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Robert P Johnson
Executive Officer, Director · St. Paul, MN
Patrick W Keene
Promoter · St. Paul, MN
Manager, LLC W AEI Trust
Promoter · St. Paula, MN
Depositor, LLC W AEI Net Lease Portfolio XII
Promoter · St. Paul, MN
Advisors, Inc W AEI Trust
Promoter · St. Paul, MN
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.
Ausdal Financial PartnersCRD 7995 on BrokerCheck
Associated broker-dealer: None · Davenposrt, IA · Soliciting in all states
Colorado Financial Service CorporationCRD 104343 on BrokerCheck
Associated broker-dealer: None · Centennial, CO · Soliciting in all states
Concorde Investment Services, LLCCRD 151604 on BrokerCheck
Associated broker-dealer: None · Livonia, MI · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Kalos Capital, Inc.CRD 44337 on BrokerCheck
Associated broker-dealer: None · Alpharetta, GA · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthforge Securities, LLCCRD 152550 on BrokerCheck
Associated broker-dealer: None · Richmond, VA · Soliciting in all states
Cabot Lodge Securities LLCCRD 159715 on BrokerCheck
Associated broker-dealer: None · Ney York, NY · Soliciting in all states
HD Vest Investment ServicesCRD 13686 on BrokerCheck
Associated broker-dealer: None · Irving, TX · Soliciting in all states
Lincoln Financial Advisors CorpCRD 3978 on BrokerCheck
Associated broker-dealer: None · Fort Wayne, IN · Soliciting in all states
M. H. Leblang, Inc.CRD 2535 on BrokerCheck
Associated broker-dealer: None · Midvat, UT · Soliciting in AR, AZ, CA, CO, FL, IA, ID, IL, IN, NC, NJ, NV, NY, OH, OR, PA, SC, UT, WA, WI, WY
Capulent LLCCRD 155155 on BrokerCheck
Associated broker-dealer: None · Phoenix, AZ · Soliciting in AK, AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, LA, MA, MD, ME, MI, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VT, WA, WI
DFPG Investments, Inc.CRD 155576 on BrokerCheck
Associated broker-dealer: None · Sandy, UT · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY
Lighthouse Capital Group, LLCCRD 169135 on BrokerCheck
Associated broker-dealer: None · Pasadena, CA · Soliciting in AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY
Questions About AEI Net Lease Portfolio XII DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is AEI Net Lease Portfolio XII DST?
AEI Net Lease Portfolio XII DST is a Delaware entity that filed a Form D with the SEC on August 16, 2019 in the Commercial industry group. The filing claims Rule 506(b) for an offering of equity.
Is AEI Net Lease Portfolio XII DST legit?
AltStreet does not rate legitimacy; it reports the public record. AEI Net Lease Portfolio XII DST filed a Form D with the SEC on August 16, 2019 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $16,818,000 sold to 30 investors. 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 AEI Net Lease Portfolio XII 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 AEI Net Lease Portfolio XII DST claimed Rule 506(b) 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 AEI Net Lease Portfolio XII DST raised?
AEI Net Lease Portfolio XII DST reported $16,818,000 sold from 30 investors of a $18,226,000 total offering as of the Form D filed August 16, 2019.
Who can invest in AEI Net Lease Portfolio XII DST?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000.
What is the minimum investment in AEI Net Lease Portfolio XII DST?
The Form D lists $50,000 as the minimum investment accepted from any outside investor as of August 16, 2019. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling AEI Net Lease Portfolio XII DST and how are they paid?
The Form D names Ausdal Financial Partners (CRD 7995), associated with None; Colorado Financial Service Corporation (CRD 104343), associated with None; Concorde Investment Services, LLC (CRD 151604), associated with None; Kalos Capital, Inc. (CRD 44337), associated with None and 8 others as recipients of sales compensation soliciting in all states.
Who is behind AEI Net Lease Portfolio XII DST?
The Form D lists 5 related persons: Robert P Johnson, executive officer, director; Patrick W Keene, promoter; Manager, LLC W AEI Trust, promoter; Depositor, LLC W AEI Net Lease Portfolio XII, promoter; Advisors, Inc W AEI Trust, promoter. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is AEI Net Lease Portfolio XII DST located?
The issuer's address on its SEC filings is 30 E 7th Street Suite 1300, St. Paul, MN 55101. Its phone number of record is 651-227-7333. It is organized under the laws of Delaware.
How long is the AEI Net Lease Portfolio XII 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; 3 amendments are on record for this CIK.
What is AEI Net Lease Portfolio XII DST's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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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. 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.