AEI NET LEASE PORTFOLIO VIII DST

Four debt-free properties occupied by multi-billion dollar corporate tenants

Total offering: $20,485,000

Minimum investment: $100,000

  • Initial distribution rate: 5.01%
  • Distribution frequency: Monthly
  • Anticipated exit strategy: Liquidate 10 years
  • Average remaining lease term: 14.67 years

AEI Net Lease Portfolio VIII DST is a portfolio of four singletenant, net leased properties structured as a Delaware Statutory Trust (DST) suitable for 1031 exchange or direct investment. This offering is designed for accredited investors seeking stable, long-term income and tax deferral through a high quality, fractional real estate investment.

Four debt-free properties occupied by multi-billion dollar corporate tenants

The property is located in a retail corridor just off of highway 63, which provides direct access to Terre Haute, IN. There are several major retailers in close proximity to the property including: Walmart, Advance Auto Parts, McDonald’s, KFC, H&R Block, Dollar General and a General Motors dealership.

Investment Overview

AEI Net Lease Portfolio VIII DST is a portfolio of four singletenant, net leased properties structured as a Delaware Statutory Trust (DST) suitable for 1031 exchange or direct investment. This offering is designed for accredited investors seeking stable, long-term income and tax deferral through a high-quality, fractional real estate investment.

  • Tenant industry sector composition contains 72% medicaland 28% retail*
  • Four distinct markets throughout the United States
  • Each property is net leased to an industry-leadingcorporate tenant
  • All leases are long-term, full faith and credit net leases

Investment Strategy

  • Debt-free: With no mortgage debt, properties are not subject to the risk of interest rate fluctuations or foreclosure.
  • Long-term net leases: Tenants pay for most or all property expenses, such as: taxes, insurance and maintenance, which helps to create income stability for the property owners.
  • Creditworthy tenants: AEI’s leases represent a company-wide obligation of the corporate tenants.
  • Rental increases: Rental escalators, when present, can serve to increase income over time.
  • Location: Major corporate tenants typically occupy quality commercial locations.
  • Diversification: Owning properties in multiple industries and markets can help create a diversified portfolio.

O’Reilly Auto Parts

About the Tenant:

O’Reilly Auto Parts (NASDAQ: ORLY) was founded in 1957 and is one of the largest U.S. specialty retailers of automotive parts, accessories and maintenance items. O’Reilly operates over 4,900 stores in 47 states and employs over 75,000 people, making it the third largest retailer of automotive parts in the U.S. These stores are supported by 27 regionally employed O’Reilly distribution centers located across the country. O’Reilly reported over $8.5 Billion in revenue for 2016 and has tripled cumulative return to investors over the past 5 years. Additionally, sales and store growth have nearly tripled since 2007.

Location:
Cross Lanes is located in Kanawha County and is 12 miles Northwest of Charleston. Kanawha County is known as a transportation and distribution hub. The county is connected by three major interstates, including Interstate 64, which leads into downtown Charleston. The Charleston Metropolitan Area boasts over 225,000 residents along with 6,000 businesses and West Virginia’s largest medical center.

The property is located in a retail corridor near Interstate 64. Nearby retailers include Walgreen’s, Dollar General, Rite Aid, Harbor Freight, Lowe’s, and Walmart. Big Tyler Road is one of the most heavily traveled roadways in Cross Lanes, with approximately 24,000 cars driving by O’Reilly Auto Parts daily.

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