AEI Net Lease Portfolio DST
Quality People. Quality Performance. Since 1970.
Total offering: $14,321,000
Debt: None (Debt-free)
- Initial distribution rate: 5.50%*
- 10 year average distribution rate: 5.80%**
- Weighted average remaining lease term: 13.4 years*
- Minimum investment: $100,000 for a 1031 exchange
AEI Net Lease Portfolio DST is a portfolio of three singletenant retail properties structured as a Delaware Statutory Trust (DST) for 1031 exchange or direct ownership by cash investors.
Quality People. Quality Performance. Since 1970.
This offering is restricted to accredited investors seeking stable, long term income and tax deferral through a high-quality, fractional real estate investment.
Investment Overview
AEI Net Lease Portfolio DST is a portfolio of three singletenant retail properties structured as a Delaware Statutory Trust (DST) for 1031 exchange or direct ownership by cash investors. This offering is restricted to accredited investors seeking stable, long term income and tax deferral through a high-quality, fractional real estate investment.
- Total offering: $14,321,000
- Debt: None (Debt-free)
- Initial distribution rate: 5.50%*
- 10 year average distribution rate: 5.80%**
- Weighted average remaining lease term: 13.4 years*
- Anticipated exit strategy: Liquidate 10 years after
completion of offering period - Minimum investment:Â $50,000 for a cash investment
Portfolio Assets
The properties in this portfolio are located in three distinct markets across the United States. Each property is leased to an industry leading corporate tenant under a long-term, full faith and credit, net lease. The tenants operate in diverse industries from high end retail to casual dining.
Applebee’s
7345 East Washington St, Indianapolis, Indiana
Apple American Group Holdings II, LLC (AAG), is the largest franchise in the Applebee’s restaurant system and one of the two largest franchises in the United States. The company was founded in 1998 and currently operates 470 Applebee’s restaurants in 23 states. It is the fastest growing operator in the Applebee’s system, having built or acquired more than 200 restaurants in the last three years alone. Revenue has grown by 18% annually over the last five years.
AAG is the lease guarantor and conducts business as Applebee’s. Applebee’s is the largest casual dining concept in the world.
Indianapolis is a large U.S. metropolitan area with a population of more than 1.7 million. Executive Outlook magazine recognized Indianapolis as fourth in the U.S. for business and Business Facilities magazine ranks Indianapolis as the seventh top metropolitan city for economic growth.
Jared-T he Galleria Of Jewelry
3102 Plank Road, Fredericksburg, Virginia
About the Tenant
Sterling Jewelers, Inc. (Sterling), was founded in 1993 and currently operates more than 1,400 stores in all 50 states under the name Jared, Kay Jewelers, and a number of regional concepts. Together with it’s parent company, Signet Jewelers (NYSE: SIG), Sterling is part of the largest specialty retail jeweler in the U.S. and the U.K. Sterling is the lease guarantor and conducts business as Jared – The Galleria Of Jewelry (Jared). Jared is a leading U.S. specialty jewelry retailer operating in freestanding locations.
This property is located in Fredericksburg, VA, along the ring road of the Spotsylvania Mall (Spotsylvania Towne Centre). This location is one of Fredericksburg’s most popular retail destinations.
The Spotsylvania Mall is the largest retail/commercial development in Fredericksburg. The mall is considered a super regional mall that consists of over 1.7 million square feet and was recently renovated. Major tenants include Belk, Costco, Dick’s Sporting Goods, JC Penney, Macy’s and Sears.
Tractor Supply Company
3440 East Mall Drive, Rapid City, South Dakota
About the Tenant
Tractor Supply Company (NASDAQ: TSCO) is the tenant and the largest operator of retail farm and ranch stores in the United States. Tractor Supply Company is focused on meeting the lifestyle and maintenance needs of customers who enjoy the rural lifestyle, as well as tradesmen and small businesses. The company was founded in 1938 and operates 1,276 stores in 48 states. It is a growing company with a long term goal of 2,100 stores nationwide. Total revenues have grown by 10% annually over the last five years. The company operates with little to no debt.
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