Form D · Commercial

AEI NET LEASE PORTFOLIO VII DST

St. Paul, MN · CIK 0001696717

Offering snapshot reported Jun 7, 2017 · SEC filing

Reported sold
$18.8M
Offering amount: $18.8M
Investors reported
54
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jan 25, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.38M$18.8MFeb 1, 2017Feb 8, 2017: $5,385,000.00Mar 8, 2017: $10,305,000.00Mar 8, 2017Mar 29, 2017: $11,690,000.00May 11, 2017: $18,122,075.00May 11, 2017Jun 7, 2017: $18,762,000.00Jun 7, 2017

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$18,122,075 → $18,762,000
  • Reported investors52 → 54

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 7, 2017Amendment$18,762,000$639,925vs May 11, 201754SEC filing
May 11, 2017Amendment$18,122,075$6,432,075vs Mar 29, 201752SEC filing
Mar 29, 2017Amendment$11,690,000$1,385,000vs Mar 8, 201730SEC filing
Mar 8, 2017Amendment$10,305,000$4,920,000vs Feb 8, 201730SEC filing
Feb 8, 2017Amendment$5,385,000No comparison16SEC filing
Feb 1, 2017InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$938K (estimated)
Finders' fees
$0
Form D file number
021-279770

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FINRA Member Broker-DealersNone
DFPG155576
Harbour Investments, Inc19258
H.D. Vest Investment Services13686
Berthel Fisher and Company13609
Concorde Investment Services, LLC151604
Kalos Financial, Inc44337
Sandlapper Securities, LLC137906
Triad Advisors, Inc.25803
Colorado Financial Service Corporation104343
Geneos Wealth Management, Inc.120894
Lincoln Financial Advisors Corporation3978
American Portfolios Financial Services, Inc.18487
Voya Financial Advisors, Inc.36259
Ameritas Investment Corporation14869
Huntwicke Securities146993
Lincoln Financial Securities Corporation3870
Securities America, Inc.110518
Capital Financial Services, Inc.8408

Source: Form D, filed Jun 7, 2017. 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
Depositor, Llc Aei Net Lease Portfolio Vii Promoter
Advisors, Inc. Aei Trust Promoter
Manager, Llc Aei Trust Promoter
Robert P Johnson Director, Executive
Patrick W Keene Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
30 E 7 Th Street Suite 1300
St. Paul, MN, 55125