Form D · Commercial

AEI Healthcare Portfolio V DST

St. Paul, MN · CIK 0002000251

Offering snapshot reported Dec 13, 2024 · SEC filing

Reported sold
$25.4M
Offering amount: $27.8M
Investors reported
64
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 2, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.7M$25.4MAug 6, 2024: $550,828.00Aug 6, 2024Aug 16, 2024: $1,159,713.00Aug 29, 2024: $5,109,676.00Sep 24, 2024: $6,838,543.00Oct 17, 2024: $13,477,194.00Oct 31, 2024: $17,684,945.00Dec 13, 2024: $25,391,783.00Dec 13, 2024

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$17,684,945 → $25,391,783
  • Reported investors45 → 64

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 13, 2024Amendment$25,391,783$7,706,838vs Oct 31, 202464SEC filing
Oct 31, 2024Amendment$17,684,945$4,207,751vs Oct 17, 202445SEC filing
Oct 17, 2024Amendment$13,477,194$6,638,651vs Sep 24, 202445SEC filing
Sep 24, 2024Amendment$6,838,543$1,728,867vs Aug 29, 202418SEC filing
Aug 29, 2024Amendment$5,109,676$3,949,963vs Aug 16, 202413SEC filing
Aug 16, 2024Amendment$1,159,713$608,885vs Aug 6, 20243SEC filing
Aug 6, 2024Initial$550,828No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.39M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-520716

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
DFPG Investments, LLC155576
Concorde Investment Services, LLC151604
Osaic FA, Inc.3978
AEI Securities, Inc.6158
Arkadios Capital282710
Emerson Equity LLC130032
Osaic Wealth, Inc.23131
Realized Financial, Inc.22333
Ausdal Financial Partners, Inc.7995
Ameritas Investment Company, LLC14869
Avantax Investment Services, Inc.13686
IBN Financial Services, Inc.42360
Saxony Securities, Inc.115547
DAI Securities, Inc.36673
Harbour Investments, Inc.19258

Source: Form D, filed Dec 13, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Advisors, Inc. Aei Trust Promoter
Manager, Llc Aei Trust Promoter
Marni J Nygard Director, Executive
Keith Petersen Executive
Kevin Steele Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
30 E 7 Th Street Suite 1300
St. Paul, MN, 55101