Form D · Commercial

AEI NET LEASE PORTFOLIO 21 DST

St. Paul, MN · CIK 0001945289

Offering snapshot reported Aug 10, 2023 · SEC filing

Reported sold
$27.6M
Offering amount: $27.6M
Investors reported
42
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Feb 8, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13.8M$27.6MFeb 13, 2023: $302,820.00Feb 13, 2023Mar 2, 2023: $5,607,522.00Mar 30, 2023: $8,293,065.00Apr 20, 2023: $11,123,251.00May 10, 2023: $12,343,251.00Jun 15, 2023: $18,351,745.00Jul 19, 2023: $21,245,441.00Aug 10, 2023: $27,575,000.00Aug 10, 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$21,245,441 → $27,575,000
  • Reported investors34 → 42

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 10, 2023Amendment$27,575,000$6,329,559vs Jul 19, 202342SEC filing
Jul 19, 2023Amendment$21,245,441$2,893,696vs Jun 15, 202334SEC filing
Jun 15, 2023Amendment$18,351,745$6,008,494vs May 10, 202327SEC filing
May 10, 2023Amendment$12,343,251$1,220,000vs Apr 20, 202318SEC filing
Apr 20, 2023Amendment$11,123,251$2,830,186vs Mar 30, 202315SEC filing
Mar 30, 2023Amendment$8,293,065$2,685,543vs Mar 2, 202311SEC filing
Mar 2, 2023Amendment$5,607,522$5,304,702vs Feb 13, 20237SEC filing
Feb 13, 2023Initial$302,820No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$1.38M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-473307

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Metropolitan Capital Investment Banc, Inc.148820
Avantax Investment Services, Inc.13686
Arkadios Capital282710
DFPG Investments, LLC155576
Private Client Services, LLC120222
McDermott Investment Services LLC154926
Realized Financial, Inc.22333
Saxony Securities, Inc.115547
IBN Financial Services, Inc.42360
Aurora Securities46147
Concorde Investment Services, LLC151604
Ameritas Investment Company, LLC14869

Source: Form D, filed Aug 10, 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
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 East 7 Th Street Suite 1300
St. Paul, MN, 55101