Form D · Commercial

AEI Net Lease Portfolio XIII DST

St. Paul, MN · CIK 0001791862

Offering snapshot reported Apr 16, 2020 · SEC filing

Reported sold
$29.3M
Offering amount: $29.3M
Investors reported
69
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Feb 5, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.6M$29.3MFeb 13, 2020: $5,503,565.00Feb 13, 2020Mar 4, 2020: $19,057,000.00Mar 4, 2020Mar 26, 2020: $27,894,000.00Mar 26, 2020Apr 16, 2020: $29,287,000.00Apr 16, 2020

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$27,894,000 → $29,287,000
  • Reported investors64 → 69

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 16, 2020Amendment$29,287,000$1,393,000vs Mar 26, 202069SEC filing
Mar 26, 2020Amendment$27,894,000$8,837,000vs Mar 4, 202064SEC filing
Mar 4, 2020Amendment$19,057,000$13,553,435vs Feb 13, 202045SEC filing
Feb 13, 2020Initial$5,503,565No comparison15SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$4.3M (estimated)
Finders' fees
$0
Form D file number
021-360549

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Avantax Investment Services, Inc.13686
Colorado Financial Service Corporation104343
Concorde Investment Services, LLC151604
DAI Securities, LLC36673
Harbour Investments, Inc.19258
Kalos Capital, Inc.44337
McDermott Investment Services, LLC154926
Metropolitan Capital Investment Banc, Inc.148820
Capulent LLC155155
AEI Securities, Inc.6158
DFPG Investments, LLC155576
Lighthouse Capital Group, LLC169135
Lincoln Financial Advisors Corporation3978
Lincoln Financial Securities Corporation3870
Wealthforge Securities, LLC152550
IBN Financial Services42360
Thornhill Securities, Inc.22333
Principal Securities, Inc.1137

Source: Form D, filed Apr 16, 2020. 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
Xiii Aei Net Lease Portfolio Promoter
Manager, Llc Aei Trust Promoter
Advisors, Inc. Aei Trust Promoter
Robert P Johnson Executive
Marni J Nygard Director, Executive
Keith E Petersen Executive

Issuer details

Industry: Commercial (See others in industry)

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