AEI Net Lease Portfolio IV DST

AEI Net Lease Portfolio IV DST

Quality People. Quality Performance. Since 1970.

Total offering: $19,495,000

Minimum investment: $100,000

AEI Net Lease Portfolio IV DST is a portfolio of five single-tenant retail properties structured as a Delaware Statutory Trust (DST) for 1031 exchange or cash investors. This offering is designed for accredited investors seeking stable long term income and tax deferral through a high-quality fractional real estate investment.

Quality People. Quality Performance. Since 1970.

The properties in this portfolio are located in five diversified markets across the United States. Each property is leased to an industryleading corporate tenant under a long-term, full faith and credit net lease. The tenants operate in diverse industries including medical, farm and ranch retail, and auto parts and supplies.

Investment Overview

AEI Net Lease Portfolio IV DST is a portfolio of five single-tenant retail properties structured as a Delaware Statutory Trust (DST) for 1031 exchange or cash investors. This offering is designed for accredited investors seeking stable long term income and tax deferral through a high-quality fractional real estate investmen.
The properties in this portfolio are located in five diversified markets across the United States. Each property is leased to an industryleading corporate tenant under a long-term, full faith and credit net lease. The tenants operate in diverse industries including medical, farm and ranch retail, and auto parts and supplies.

Investment Strategy

  • Debt-free: With no mortgage debt, properties are not subject to the risks of debt servicing, refinancing, or foreclosure.
  • Long Term Net leases: Tenants pay for most or all expenses, such as: taxes, insurance and maintenance, which helps to create income stability for the property owners.
  • Creditworthy tenants: Leases are a company-wide obligation of the corporate tenants.
  • Rental increases: When present in a lease, rental escalators can serve to increase income over time.
  • Location: Major corporate tenants typically occupy quality commercial locations.
  • Diversification: Owning properties in multiple industries and markets helps to create a diversified portfolio.

Advance Auto Parts

About the Tenant:

  • Advance Auto Parts, Inc., (NYSE: AAP) was founded in 1932 and is the largest automotive aftermarket parts provider in North America. AAP operates more than 5,200 retail stores, more than 100 Worldpac branches and serves approximately 1,300 independently owned Carquest branded stores in the United States, Puerto Rico, the U.S. Virgin Islands and Canada. 
  • AAP is headquartered in Roanoke, Virginia, and employs more than 74,000 team members. As of January 2014, AAP had total revenues of $9.8 Billion, net income of $493.8 Million and shareholder’s equity of $2.0 Billion. Advance Auto Parts, Inc., is a holding company which conducts all of its business operations through the tenant, Advance Stores Company, Inc., and its subsidiaries.

Location:

  • Dallas, Georgia, is located thirty miles north of Atlanta and is included in the Atlanta Metropolitan Statistical Area. Due to its close proximity to Atlanta, the city of Dallas enjoys many of the benefits of a large metropolitan city including transportation and employment opportunities. Atlanta is home to the Hartsfield-Jackson Atlanta International Airport, the world’s busiest airport. Sixteen Fortune 500 companies call Atlanta home including The Home Depot, UPS, and Coca-Cola.

ABOUT AEI

Founded in 1970, AEI is one of America’s oldest sponsors of net lease real estate investment programs and a leader in the TIC- 1031 exchange industry. AEI is a national source of high quality, commercial real estate for property owners engaged in 1031 tax-deferred property exchanges. AEI has specialized in developing, evaluating and purchasing these types of properties for more than 35 years and offers a portfolio of name-brand, net leased commercial retail properties.

Why come to AEI for your TIC or 1031 properties?

Exceptional service. If this is your first 1031 property exchange or TIC purchase, we make every effort to ensure that you fully understand the transaction. Our experienced professionals are available to assist you at each step.

Stability and quality. AEI offers quality, single tenant properties – freestanding real estate occupied by creditworthy corporate tenants under long-term net leases.

Acquisition expertise. AEI has performed institutional-grade due diligence on every property we own. Acquiring property from AEI can reduce this time-consuming, labor-intensive aspect of your property selection process and provide a higher level of expertise than you may be able to provide yourself.

Post-purchase services. After your property purchase is complete, AEI can provide the following services:

  • Accounting and distribution of rental income
  • Year-end 1099 forms for tax reporting
  • Assisting with any management concerns you may have about your property
  • Monitoring lease compliance, tax and insurance payments, and property maintenance by the tenant

Disclaimer

1031Sponsors.com is a web portal owned by Investment.Net, LLC. The company is functioning in the 1031 exchange market for more than 15 years. Neither Investment.Net nor 1031Property intend to act as a broker or sell any goods or services. 1031Sponsors does not offer legal or tax advice. Tax topics discussed are for educational purposes only and should not be considered professional tax advice. It's recommended that you discuss your situation with your tax or legal advisor. Distributing an investment in different assets or choosing alternative investments involves higher risks than traditional investments and shouldn't be taken for granted. All alternative investment strategies are sold along with a prospectus that discloses all risks, fees, and expenses. These investments are not tax-efficient, and an investor should consult with his/her tax advisor before investing. The investor should be prepared to bear loss knowing that financial risks are attached to such investments.

1031Sponsors help investors residing in the United States complete their 1031 exchanges by providing them well-researched and authentic information related to 1031 exchanges. Services listed on the website 1031Sponsors.com can be modified to make them relevant to the present investment situation in the United States. For additional information, please contact 888-876-6005.