Is AEI Healthcare Portfolio VII an active DST offering?

AEI Healthcare Portfolio VII is classified by Top1031 as an active offering. Active does not confirm that interests remain available.

Where does the data for AEI Healthcare Portfolio VII come from?

Top1031 tracks AEI Healthcare Portfolio VII from SEC Form D filings and cited sponsor disclosures.

AEI Healthcare Portfolio VII

Legal trust name AEI Healthcare Portfolio VII DST

RaisingNet lease

Offering size$50.5M

Asset typeNet Lease

LocationBristol, CT

FinancingAll cash

Regulation D exemptionRule 506(b)

Sponsor-reported potential 721/UPREIT exitNo

First filedMar 16, 2026

Last filedJul 9, 2026

Minimum$50k

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 Private Placement Memorandum before investing.

AEI Healthcare Portfolio VII DST is a Delaware statutory trust sponsored by AEI Capital that holds three purpose-built, single-tenant outpatient medical office buildings in Surprise, Arizona; Austin, Texas; and Bristol, Connecticut. The properties are net-leased to healthcare operators with terms running to 2037–2042 and a weighted-average remaining lease term of about 13.62 years. The trust is structured debt-free and all-cash, without mortgage financing. As of a July 9, 2026 issuer Form D/A filing, the offering listed $50.5 million in total amount, with roughly $36.7 million reported sold as of that date.

Debt-free, min $100K, Y1 5.00% to 6.14% Y10; WALT 13.6yr; leases to 2037-2042; ~50.85% still available 5/2026

Bristol, CT metroCity-level location. Exact address not publicly confirmed.

Form D raise progress
About Form D raise progress
Top1031 compares the amount reported sold with the stated offering amount in issuer-filed Form D notices through Jul 9, 2026.
Amounts are self-reported by the issuer and may be amended.
Filings can lag current subscriptions and do not confirm that interests remain available.
A Form D notice does not mean the SEC approved, endorsed, or verified the offering.
Latest Form D filed Jul 9, 2026

Based on issuer-filed Form D notices through Jul 9, 2026. Amounts are self-reported, may lag current subscriptions, and do not confirm availability. A Form D filing does not mean the SEC approved, endorsed, or verified the offering.

Reported sold as a percentage of stated offering amount73.0%

Capital sold, per latest Form D$36,681,034

Remaining amount reported in latest Form D$13,818,966

Investor count reported in latest Form D107

Stated minimum investment$50,000

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SEC filing recordMatched to public SEC filings

First filedMar 16, 2026

Latest filingJul 9, 2026

Filings tracked9

View filing on SEC EDGAR

Form D is an issuer notice filing. A filing does not mean the SEC approved, endorsed, or verified the offering.

Offering profile

SEC filings + cited sourcesUpdated Jul 13, 2026

Portfolio and tenants

The trust holds three purpose-built, single-tenant outpatient medical office buildings in Surprise (AZ), Austin (TX), and Bristol (CT), net-leased to healthcare operators with leases running to 2037–2042, annual rent escalators of 2.0%–2.5%, and a weighted-average remaining lease term of 13.62 years ¹. Sponsor-sourced tenant disclosures identify HonorHealth in Surprise (lease to 2042), Texas Children's Hospital in Austin (lease to 2038), and a UnitedHealthcare tenant in Bristol (lease to 2037) ¹.

Bristol acquisition

Independent reporting states that AEI Capital acquired a newly built medical office building at 1251 Farmington Avenue, Bristol, CT for $19.9 million (about $758 per square foot) from Endurance Properties on January 14, 2026, net-leased to UnitedHealthcare on a 12-year lease and acquired as a feeder asset for AEI's next DST offering ².

Structure

Sponsor-sourced disclosures describe the offering as debt-free and all-cash, with no mortgage refinancing or interest-rate exposure at the trust level ¹.

Concentration and structural considerations

Sponsor-sourced disclosures note the Bristol/UnitedHealthcare asset represents approximately 44% of in-place rent, a single-asset concentration; a thinly capitalized master tenant funded by a $500,000 affiliate demand promissory note with projected Year-1 net income of about $2,013; that the Bristol tenant is an operating subsidiary rather than the rated UnitedHealth Group parent, whose outlook was revised to negative by Fitch in July 2025; a Bristol rent escalator that caps at year 9; and reserves declining from $371,000 to about $67,764 by 2035 with a $221,000 Connecticut transfer-tax draw in Year 1 ¹.

Offering progress

An issuer-filed Form D/A dated July 9, 2026 reported a total offering amount of $50.5 million and $36,681,034 sold as of that filing date ³. Top1031's dated structured classification records roughly 73% sold, with a first filing on March 16, 2026 ⁵. These are filing figures as of their dates and do not by themselves establish current availability.

Sponsor

AEI Capital Corporation, founded 1970 and headquartered in St. Paul, MN, reports approximately $1.61 billion in assets under management, a 153-program operating history, and 57 completed 1031 offerings averaging 6.37% annual cash-on-cash distributions (sponsor-reported) ⁴.

Sources (5)

baker1031.com ↗May 27, 2026
costar.com ↗Jan 14, 2026
SEC EDGAR ↗Jul 9, 2026
aeifunds.com ↗May 27, 2026
Top1031 structured record ↗Jul 9, 2026

In the news

Jul 3, 2026Directory Spotlight: AEI Capital CorporationAltsWire directory feature profiling AEI Capital Corporation's debt-free Delaware Statutory Trust and 1031 exchange offerings, providing sponsor-level context for Healthcare Portfolio VII.

AltsWire ↗

Jan 15, 2026AEI Capital Corporation Fully Subscribes $27 Million Healthcare DST OfferingAEI announced it had fully subscribed AEI Healthcare Portfolio V DST for more than $27 million; AEI Healthcare Portfolio VII DST is the follow-on offering.

AEI Funds ↗also: AltsWire ↗

Jan 14, 2026AEI Capital Corp. buys medical office in Bristol, ConnecticutAEI Capital Corp. purchased a new medical facility in Bristol, Connecticut, from Endurance Properties for $19.9 million; the property is leased to UnitedHealthcare for 12 years and is the underlying asset of AEI's Healthcare Portfolio VII DST.

CoStar ↗

Dec 22, 2025Matthews Facilitates $19.9 Million All-Cash Sale of UnitedHealthcare-Operated FacilityMatthews brokered the $19,911,000 all-cash sale of the newly built ProHealth Physicians of Bristol facility at 1251 Farmington Ave, Bristol, CT, a Class A MOB on a 12-year NNN lease to UnitedHealthcare.

Matthews ↗

Dec 17, 2025Medical office building in Bristol sold for nearly $20MHartford-area business journal reported the medical office building at 1251 Farmington Ave, Bristol, CT, a 26,255-sf Class A MOB leased to UnitedHealthcare under a 12-year NNN lease, sold for nearly $20 million to a private retail-oriented fund.

Hartford Business ↗

Frequently asked questions

Is AEI Healthcare Portfolio VII currently active?

AEI Healthcare Portfolio VII is classified by Top1031 as active. “Active” reflects the latest public record and does not confirm that interests remain available.

Where does Top1031 get the data for AEI Healthcare Portfolio VII?

Top1031 tracks this offering from SEC Form D filings and cited sponsor disclosures. Filing data may lag current subscriptions and does not mean the SEC approved or verified the offering.