AEI Net Lease Portfolio II DST

Quality People. Quality Performance. Since 1970.

Total offering: $20,070,000

Debt: None (Debt-free)

  • Initial distribution rate: 5.25%*
  • Weighted average remaining lease term: 11.57 years**
  • Minimum investment: $100,000 for a 1031 exchange

AEI Net Lease Portfolio II DST is a portfolio of four single tenant 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 II DST is a portfolio of four single tenant 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: $20,070,000
  • Debt: None (Debt-free)
  • Initial distribution rate: 5.25%*
  • Weighted average remaining lease term: 11.57 years**
  • Anticipated exit strategy: Liquidate 10 years after
    completion of offering period
  • Anticipated exit strategy: Liquidate approximately 10 years after completion of the offering period
  • Minimum investment: $50,000 for a cash investment

Portfolio Assets

The properties in this portfolio are located in four 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 including medical, retail, and casual dining.

AEI NET LEASE

Applebee’s

AEI NET LEASE Portfolio

109 South Memorial Drive, New Castle, IN

About the Tenant

Apple American Group Holdings II, LLC (AAG), is the lease guarantor and conducts business as Applebee’s. Applebee’s is the largest casual dining concept in the world. 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.

BioLife

900 Isbell Street, Green Bay, WI

About the Tenant

BioLife Plasma Services is an industry leader in the collection of high-quality plasma that is processed into life-saving therapies. The company operates numerous state-of-the-art plasma collection facilities throughout the United States and Austria.

Baxter International Inc. (NYSE: BAX, S&P A-) is the parent company of BioLife Plasma Services and is the lease guarantor. Baxter applies a unique combination of expertise in medical devices, pharmaceuticals and biotechnology creating products that advance patient care worldwide. Baxter’s global net sales totaled $15.3 Billion in 2013, an increase of 8% over 2012.

Location

Green Bay, Wisconsin, is a metropolitan area with more than 260,000 residents. The region hosts large concentrations of major industries including: manufacturing, defense, medical, education, finance and insurance. The Port of Green Bay gives Green Bay a distinct advantage when competing to attract businesses that import or export raw materials to national and international markets.

This property is located on the western edge of a retail development approximately two miles northeast of downtown Green Bay. It has close proximity to a technical college and high school and lies across the street from a Sam’s Club and a Walmart store.

Jared-T he Galleria Of Jewelry

10331 Perimeter Parkway, Charlotte, NC

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.

Location

Charlotte, North Carolina, is the nation’s second largest banking center and is a major national trucking and transportation hub. Professional services, mining production, manufacturing, healthcare and the energy industry are key components of the Charlotte business community.

This property is located approximately 7.5 miles north of downtown Charlotte and is an outparcel situated within the Northlake Mall Shopping Center. Northlake Mall is an upscale shopping mall built in 2005 containing over 150 nationally recognized stores and restaurants.

Tractor Supply Company

1301 Greta Lane, Starkville, MS

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 property owners 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.

Location

Starkville, Mississippi, is an anchor of the Golden Triangle region of northeast Mississippi which consists of Starkville, Columbus, and West Point. In addition to a sound industrial base of approximately twenty-five industries, Starkville is home to Mississippi State University, the largest of the state’s public universities.

This property is located on the western edge of a retail development south of the junction of Highways 12 and 25 and to the northwest of a regional airport. It lies directly across the street from a Walmart store in a development comprised mainly of retail and casual dining.

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
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