Data / Form D filings / AEI Healthcare Portfolio V DST
AEI Healthcare Portfolio V DST: Form D filings
AEI Healthcare Portfolio V DST, a commercial real estate company in St. Paul, MN, filed 7 Form D notices with the SEC in 2024. The latest, on December 13, 2024, reports $25.4 million sold of a $27.8 million offering to 64 investors.
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Company details from the filing
- Address
- 30 E 7TH STREET, SUITE 1300, St. Paul, MN, 55101
- Phone
- (651) 227-7333
- Industry
- Commercial
- Entity type
- Other (Statutory Trust)
- Incorporated in
- Delaware
- Year incorporated
- 2023
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2000251
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Dec 13, 2024 | Amendment | $27,820,000 | $25,391,783 | $2,428,217 | 64 | Aug 2, 2024 | sec.gov |
| Oct 31, 2024 | Amendment | $27,820,000 | $17,684,945 | $10,135,055 | 45 | Aug 2, 2024 | sec.gov |
| Oct 17, 2024 | Amendment | $27,820,000 | $13,477,194 | $14,342,806 | 45 | Aug 2, 2024 | sec.gov |
| Sep 24, 2024 | Amendment | $27,820,000 | $6,838,543 | $20,981,457 | 18 | Aug 2, 2024 | sec.gov |
| Aug 29, 2024 | Amendment | $27,820,000 | $5,109,676 | $22,710,324 | 13 | Aug 2, 2024 | sec.gov |
| Aug 16, 2024 | Amendment | $27,820,000 | $1,159,713 | $26,660,287 | 3 | Aug 2, 2024 | sec.gov |
| Aug 6, 2024 | New notice | $27,820,000 | $550,828 | $27,269,172 | 2 | Aug 2, 2024 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Advisors, Inc. J AEI Trust | Promoter | |
| Keith J Petersen | Executive Officer | |
| Kevin J Steele | Executive Officer | |
| Marni J Nygard | Executive Officer, Director | |
| Manager, LLC J AEI Trust | Promoter |
Other commercial real estate companies in Minnesota that filed recently
- NWF Medical DST $395,707 · Nov 2, 2026
- EGD-Tradesman, LLC $5.2 million · Oct 27, 2026
- TT Dallas DST $5.7 million · Oct 14, 2026
- RCP Vintage 2 LLC $2 million · Oct 1, 2026
- RCP Vintage 1 LLC $1.3 million · Oct 1, 2026
- EGD-Cedarburg, LLC $2.1 million · Sep 8, 2026
Every Form D from the week of Dec 9, 2024 · All recent filings in Minnesota · All recent Commercial filings
Read from SEC EDGAR. Amount sold is what AEI Healthcare Portfolio V DST reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.