AEI Healthcare Portfolio V DST
Medical office property · sponsored by AEI Capital
AEI Healthcare Portfolio V DST was a DST sponsored by AEI Capital that owned a medical office property (56,930 sq ft). Its last Form D was filed Dec 13, 2024.
How it ended
No outcome recorded · under 7 years
The record lists the offering as fully subscribed; the last Form D was filed Dec 13, 2024.
Key facts
- Minimum investment
- $25,000From the Form D
- Offering size
- $27,820,000Equity offered, per the Form D
- Sold
- 91.2%Form D, Dec 13, 2024; the % is our arithmetic
- Investors reported
- Form D, Dec 13, 202464
- Selling commissions
- Form D Item 15; the % is our arithmetic$1,391,000 · 5.0% of offering
- Financing
- All cash. This offering reports no mortgage debt.How it is financed ↓
- Offered under
- Rule 506(b)General advertising and solicitation are not permitted under this exemption.
Figures come from SEC Form D filings unless a source is cited. Sponsor-stated figures are as reported by the sponsor; Top1031 does not independently audit them. On a 45-day clock? Find day 45 and day 180 →
Using this record to judge the sponsor? A licensed 1031 specialist from our affiliated partner can talk it through with you.
Ask a 1031 specialist about this recordFree. About: AEI Healthcare Portfolio V DST. Top1031 is not a broker-dealer.What did AEI Healthcare Portfolio V DST own?
AEI Capital closed on the two Florida buildings, at 36763 and 36819 Eiland Boulevard in Zephyrhills, on January 2, 2024 for $18.75 million. 3 The larger is a 31,878-square-foot, two-story build-to-suit completed in 2019; the smaller runs 12,020 square feet and was built to suit in 2013. 3 The third building is an Indianapolis medical office leased to Community Health Network; its street address and size are not established in the public record.
- Property size
- 56,930 sq ft (3 properties, 2 FL + 1 IN)
How was it financed, and what did it cost to sell?
AEI describes this offering as debt-free. 2 An all-cash trust owns its buildings without a mortgage, so there is no loan to refinance, no lender consent gating a future sale, and no foreclosure risk — but also no borrowed money amplifying the equity.
Debt
- Financing
- All cash. This offering reports no mortgage debt.
Costs and terms from the Form D
- Selling commissions
- $1,391,000 · 5.0% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $3,492,165 · 12.5% of offeringForm D Item 16· The filing’s note: “AEI Healthcare Portfolio V Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,479,365.”
- Broker-dealers named in the Form D
- 15 named in the Form D
Show the firms
- AEI Securities, Inc. · CRD 6158
- Ameritas Investment Company, LLC · CRD 14869
- Arkadios Capital · CRD 282710
- Ausdal Financial Partners, Inc. · CRD 7995
- Avantax Investment Services, Inc. · CRD 13686
- Concorde Investment Services, LLC · CRD 151604
- DAI Securities, LLC · CRD 36673
- DFPG Investments, LLC · CRD 155576
- Emerson Equity LLC · CRD 130032
- Harbour Investments, Inc · CRD 19258
- IBN Financial Services, Inc. · CRD 42360
- Osaic FA, Inc. · CRD 3978
- Osaic Wealth, Inc. · CRD 23131
- Realized Financial, Inc. · CRD 22333
- Saxony Securities, Inc. · CRD 115547
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Aug 2, 2024
- Minimum investment
- $25,000
Form D Item 15 and Item 16 amounts may be the issuer’s estimates; each percentage is Top1031’s arithmetic on two Form D figures. Item 16 can overlap Item 15, so Top1031 does not add them together. The issuer marked these amounts as an estimate.
Who's behind AEI Healthcare Portfolio V DST?
AEI Capital sponsors net-leased real estate programs for 1031 exchange investors and syndicates assets it has already bought — it acquired the Florida half of this portfolio in January 2024, months before the offering launched. 3 When AEI announced full subscription on January 7, 2025, it called this Trust its 114th 1031 exchange offering. 2 The trust itself was organized in Delaware in 2023. 4
- Sponsor
- Offerings on record
What does the SEC record show?
AEI filed the initial Form D — the short SEC notice claiming a private-placement exemption — in the summer of 2024 and amended it repeatedly as the raise progressed. Rule 506(b) means the Trust could not be publicly advertised and was offered through existing relationships to accredited investors.
- Legal Trust name
- AEI Healthcare Portfolio V DST
- SEC CIK
- 2000251
- First Form D
- Aug 6, 2024
- Latest Form D
- Dec 13, 2024
- Filings on record
- 7
- Offered under
- Rule 506(b)General advertising and solicitation are not permitted under this exemption.
- Source filing
SEC Form D filings, newest first
| Filed | Form | Offering amount | Amount sold | Investors | Minimum | Filing on SEC EDGAR |
|---|---|---|---|---|---|---|
| Form D/A | $27,820,000 | $25,391,783+$7,706,838 | 64+19 | $25,000 | EDGAR | |
| Form D/A | $27,820,000 | $17,684,945+$4,207,751 | 45 | $25,000 | EDGAR | |
| Form D/A | $27,820,000 | $13,477,194+$6,638,651 | 45+27 | $25,000was $50,000 | EDGAR | |
| Form D/A | $27,820,000 | $6,838,543+$1,728,867 | 18+5 | $50,000 | EDGAR | |
| Form D/A | $27,820,000 | $5,109,676+$3,949,963 | 13+10 | $50,000 | EDGAR | |
| Form D/A | $27,820,000 | $1,159,713+$608,885 | 3+1 | $50,000 | EDGAR | |
| Form D | $27,820,000 | $550,828 | 2 | $50,000 | EDGAR |
Amounts, investor counts and minimums are as filed with the SEC on Form D. The change lines are Top1031’s arithmetic between consecutive filings; a new Form D notice starts a new count.
A Form D is the notice a sponsor files when it starts raising money. A Form D filing does not mean the SEC approved, endorsed, or verified the offering.
Common questions
- What happened to AEI Healthcare Portfolio V DST?
- AEI Healthcare Portfolio V DST is a Historical offering. The record lists the offering as fully subscribed; the last Form D was filed Dec 13, 2024.
- What does the Trust actually own?
- Three net-leased medical office buildings. Two sit in Zephyrhills, Florida, at 36763 and 36819 Eiland Boulevard, and AEI bought them on January 2, 2024 for $18.75 million. The third is an Indianapolis, Indiana medical office leased to Community Health Network; its address and square footage are not established in the located public record.
- Who are the tenants and who stands behind the leases?
- The two Florida buildings are occupied by an affiliate of Orlando Health, with Orlando Health, Inc. serving as lease guarantor following its August 2023 acquisition of Florida Medical Clinic's operations. DaVita subleases part of the 36819 Eiland Boulevard building for a nephrology practice. The Indiana building is leased to Community Health Network.
- Was there a mortgage on this portfolio?
- AEI describes the $27.82 million offering as debt-free. A trust with no loan cannot be foreclosed on and needs no refinancing at maturity, which matters to exchangers who do not need replacement debt to match relinquished-property mortgage balances. Confirm the capital structure in the offering documents before relying on it.
- Has the Trust reported any sale or exit?
- No outcome has been reported. The public record ends with the December 13, 2024 Form D amendment and the sponsor's January 2025 announcement that the raise closed. No sale, refinancing, or other material property event affecting this Trust was located as of September 4, 2026.
In the news
Sources
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DST interests are illiquid private securities. You may lose some or all of your investment. Distributions, tax treatment, and exit timing are not guaranteed. Review the current offering documents before investing.