AEI NET LEASE PORTFOLIO IX DST
Three debt-free properties occupied by multi-billion dollar corporate tenants
Total offering: $22,993,000
Minimum investment: $100,000
- Initial distribution rate: 5.20%
- Distribution frequency: Monthly
- Anticipated exit strategy: Liquidate 8-10 years
- Average remaining lease term: 12.40 years
AEI Net Lease Portfolio IX DST, ourĀ 100th 1031 exchange offering, is aĀ portfolio of three single-tenant, netĀ leased properties structured as aĀ DelawareStatutory Trust (DST) suitable for 1031 exchangeĀ or direct investment. This offering is designed for accr editedĀ investors seeking stable.
Three debt-free properties occupied by multi-billion dollar corporate tenants
Prior to purchase, each property andĀ location was subjected to extensive dueĀ diligence to create a diversified portfolioĀ of commercial properties leased to wellknownĀ companies in superior locationsĀ across the United States.
Investment Overview
AEI Net Lease Portfolio IX DST, ourĀ 100th 1031 exchange offering, is aĀ portfolio of three single-tenant, netĀ leased properties structured as aĀ DelawareStatutory Trust (DST) suitable for 1031 exchangeĀ or direct investment. This offering is designed for accr editedĀ investors seeking stable, long-term income and tax deferralĀ through a high-quality, fractional real estate investment.
Real Estate Overview
Demand for net lease real estate in both the retail and healthcareĀ markets remains strong. Freestanding real estate offers easy access,Ā convenience and visibility to shoppers and patients alike.
Retail
Brick-and-mortar is still the preferred channel for retail sales,Ā according to data from the U.S. Census Bureau. OnlineĀ shopping (e-commerce) accounts for less than 10% of totalĀ sales for the fourth quarter of 2017. The majority of all retailĀ sales are still purchased in-store and reflect about 90% ofĀ the total. Overall, brick-and-mortar retail sales in 4Q 2017Ā experienced 4.7% growth from the same period a year prior.
BioLife
About the Tenant:
BioLife Plasma Services is an industry leaderĀ for the collection of high-quality plasma thatĀ is processed into life-saving therapies. TheĀ company operates numerous state-of-the-artĀ plasma laboratories throughout the UnitedĀ States and Austria.Ā Baxalta, Inc., the parent company of BioLifeĀ Plasma Services, is the lease guarantor.Ā Baxalta is a leading biopharmaceuticalĀ company that advances innovative therapies inĀ hematology, immunology, oncology, bleedingĀ disorders, and other chronic diseases. In 2016,Ā Baxalta completed a $32 Billion merger withĀ Shire Pharmaceuticals creating what it calledĀ the global market leader in the treatment of rareĀ diseases and other specialized disorders. In itsĀ most recent annual report, Shire reported totalĀ revenues of $11.9 Billion and total shareholdersāĀ equity of $28.9 Billion.
Location:
Appleton is located in eastern Wisconsin, 25 milesĀ south of Green Bay. This area is one of the topĀ manufacturing regions in the nation and also one ofĀ the stateās fastest growing areas with a populationĀ of 140,000 within a 5-mile radius. FinancialĀ institutions, metals, and paper manufacturingĀ make up much of the local industry. The region isĀ home to the highest concentration of paper-relatedĀ companies in the world.
ABOUT AEI
Founded in 1970, AEI is one of Americaās 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 ā 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