Form D · Commercial

AEI Net Lease Portfolio 14 DST

St. Paul, MN · CIK 0001818450

Offering snapshot reported Nov 13, 2020 · SEC filing

Reported sold
$23.9M
Offering amount: $23.9M
Investors reported
52
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Sep 15, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.9M$23.9MSep 2, 2020Sep 30, 2020: $4,596,200.00Sep 30, 2020Oct 16, 2020: $14,792,000.00Oct 16, 2020Nov 5, 2020: $22,600,000.00Nov 13, 2020: $23,880,000.00Nov 13, 2020

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$22,600,000 → $23,880,000
  • Reported investors49 → 52

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 13, 2020Amendment$23,880,000$1,280,000vs Nov 5, 202052SEC filing
Nov 5, 2020Amendment$22,600,000$7,808,000vs Oct 16, 202049SEC filing
Oct 16, 2020Amendment$14,792,000$10,195,800vs Sep 30, 202037SEC filing
Sep 30, 2020Amendment$4,596,200No comparison14SEC filing
Sep 2, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.93M (estimated)
Finders' fees
$0
Form D file number
021-374713

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Avantax Investment Services, Inc13686
Berthel, Fisher & Company Financial Services, Inc.13609
Concord Investment Services, LLC151604
DFPG Investments, LLC155576
Growth Capital Services, Inc.124658
Lincoln Financial Advisors Corp3978
Metropolitan Capital Investment Banc, Inc.148820
Thornhill Securities, Inc.22333
Crown Capital Securities, LP6312
Ausdal Financial Partners, Inc.7995
IBN Financial Services, Inc.42360
McDermott Investment Services, LLC154926
DAI Securities, LLC33673
American Portfolios Financial Services, Inc.18487
Thornhill Securities, Inc22333
Lincoln Financial Securities Corp3870
Capulent LLC155155
Lighthouse Capital Group, LLC169135

Source: Form D, filed Nov 13, 2020. 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
Portfolio Depositor, Llc Aei Net Lease Promoter
Advisors, Inc Aei Trust Promoter
Manager, Llc Aei Trust Promoter
Robert P Johnson Director, Executive
Marni J Nygard Executive
Keith Petersen Executive

Issuer details

Industry: Commercial (See others in industry)

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