Form D · Commercial

AEI Net Lease Portfolio 20 DST

St. Paul, MN · CIK 0001927621

Offering snapshot reported Jan 26, 2023 · SEC filing

Reported sold
$31.5M
Offering amount: $32.5M
Investors reported
53
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Sep 21, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.8M$31.5MSep 28, 2022: $2,012,733.00Sep 28, 2022Oct 27, 2022: $14,077,293.00Oct 27, 2022Nov 23, 2022: $19,934,077.00Nov 23, 2022Dec 14, 2022: $24,365,839.00Dec 14, 2022Jan 26, 2023: $31,523,692.00Jan 26, 2023

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$24,365,839 → $31,523,692
  • Reported investors41 → 53

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 26, 2023Amendment$31,523,692$7,157,853vs Dec 14, 202253SEC filing
Dec 14, 2022Amendment$24,365,839$4,431,762vs Nov 23, 202241SEC filing
Nov 23, 2022Amendment$19,934,077$5,856,784vs Oct 27, 202232SEC filing
Oct 27, 2022Amendment$14,077,293$12,064,560vs Sep 28, 202220SEC filing
Sep 28, 2022Initial$2,012,733No comparison4SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.62M (estimated)
Finders' fees
$0
Form D file number
021-460173

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
AEI Securities, Inc.6158
Avantax Investment Services, Inc.13686
Concorde Investment Services, LLC151604
Aurora Securities46147
Berthel, Fisher & Company Financial Services, Inc.13609
Lincoln Financial Advisors Corp3978
McDermott Investment Services LLC154926
Metropolitan Capital Investment Banc, Inc.148820
Royal Alliance Associates, Inc23131
Arkadios Capital282710
Northland Securities, Inc40258
Whitehall-Parker Securities, Inc10608
Harbour Investments, Inc19258
Patrick Capital Markets LLC16518
Triad Advisors LLC25803
DFPG Investments, LLC155576
FNEX Capital, LLC166316
SagePoint Financial, Inc.133763

Source: Form D, filed Jan 26, 2023. 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
20 Depositor, Llc Aei Net Lease Portfolio Promoter
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