Form D · Commercial

AEI Net Lease Portfolio XII DST

St. Paul, MN · CIK 0001769874

Offering snapshot reported Aug 16, 2019 · SEC filing

Reported sold
$16.8M
Offering amount: $18.2M
Investors reported
30
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jul 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.41M$16.8MJun 26, 2019Jul 12, 2019: $5,373,800.00Jul 12, 2019Jul 26, 2019: $6,581,800.00Jul 26, 2019Aug 16, 2019: $16,818,000.00Aug 16, 2019

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$6,581,800 → $16,818,000
  • Reported investors13 → 30

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 16, 2019Amendment$16,818,000$10,236,200vs Jul 26, 201930SEC filing
Jul 26, 2019Amendment$6,581,800$1,208,000vs Jul 12, 201913SEC filing
Jul 12, 2019Amendment$5,373,800No comparison9SEC filing
Jun 26, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$911K (estimated)
Finders' fees
$0
Form D file number
021-342863

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ausdal Financial Partners7995
Colorado Financial Service Corporation104343
Concorde Investment Services, LLC151604
Kalos Capital, Inc.44337
Wealthforge Securities, LLC152550
Cabot Lodge Securities LLC159715
HD Vest Investment Services13686
Lincoln Financial Advisors Corp3978
M. H. Leblang, Inc.2535
Capulent LLC155155
DFPG Investments, Inc.155576
Lighthouse Capital Group, LLC169135

Source: Form D, filed Aug 16, 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.

People and organizations reported in Form D filings
NameReported role
Depositor, Llc Aei Net Lease Portfolio Xii Promoter
Manager, Llc Aei Trust Promoter
Advisors, Inc Aei Trust Promoter
Robert P Johnson Director, Executive
Patrick W Keene Promoter

Issuer details

Industry: Commercial (See others in industry)

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