Form D · Commercial
AEI Net Lease Portfolio XI DST
St. Paul, MN · CIK 0001755087
Offering snapshot reported Feb 14, 2019 · SEC filing
- Reported sold
- $20.6M Offering amount: $20.6M
- Investors reported
- 43 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Dec 19, 2018 As reported in this filing
Fundraising history
Reported soldDates 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$20,127,000 → $20,625,000
- Reported investors41 → 43
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 14, 2019 | Amendment | $20,625,000 | $498,000vs Feb 7, 2019 | 43 | SEC filing |
| Feb 7, 2019 | Amendment | $20,127,000 | $9,056,000vs Jan 18, 2019 | 41 | SEC filing |
| Jan 18, 2019 | Amendment | $11,071,000 | $8,338,400vs Jan 3, 2019 | 21 | SEC filing |
| Jan 3, 2019 | Initial | $2,732,600 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.03M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-329541
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Capital Investment Group, Inc. | 40657 | |
| Concorde Investment Services, LLC | 151604 | |
| McDermott Investment Services, LLC | 154926 | |
| Chalice Capital Partners, LLC | 288898 | |
| Kalos Capital, Inc | 44337 | |
| KCD Financial, Inc | 127473 | |
| Lincoln Financial Advisors Corp | 3978 | |
| Sandlapper Securities, LLC | 137906 | |
| Wealthforge Securities, LLC | 152550 | |
| American Portfolios Financial Services, Inc. | 18487 | |
| Berthel Fisher & Company | 13609 | |
| HD Vest Investment Services | 13686 | |
| Triad Advisors LLC | 25803 | |
| Harbour Investments, Inc. | 19285 |
Source: Form D, filed Feb 14, 2019. 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.
| Name | Reported role |
|---|---|
| Depositor, Llc Aei Net Lease Portfolio Xi | Promoter |
| Manager Aei Trust | Promoter |
| Advisors, Inc. Aei Trust | Promoter |
| Robert P Johnson | Director, Executive |
| Patrick W Keene | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
30 East 7 Th Street Suite 1300
St. Paul, MN, 55101
St. Paul, MN, 55101