AEI Healthcare Portfolio IV DST Securities Investigation

Concerned about your investment in AEI Healthcare Portfolio IV DST?

Are you concerned about your investment in AEI Healthcare Portfolio IV DST? If so, the securities attorneys at The White Law Group may be able to help you file a complaint against the brokerage firm that sold you the investment.

About AEI Capital Corp.

AEI Capital Corp., based in St. Paul, Minnesota, manages net lease property investment funds. The company offers a wide portfolio of net leased, income-producing real estate for tax-advantaged 1031 exchanges.

The company filed a Form D with the SEC to raise capital for AEI Healthcare Portfolio IV DST in 2021. The total offering amount was reportedly $21,368,000.

Risks of 1031 DST Investments

While there is a time and place for most investments, Delaware Statutory Trusts (DSTs) are not appropriate for many investors, as they carry several disadvantages:

• No ability to raise new capital. Once the investment is made, DSTs cannot raise additional funds, which may leave investors vulnerable if costly repairs are needed or occupancy declines.

• Lack of control. Investors have little to no control over management decisions. While the sponsor may welcome feedback, no individual investor can take action.

• Illiquidity. 1031 DSTs are illiquid investments, meaning it can be very difficult to sell an interest before the property itself is sold.

Broker Liability for Investment Losses

The White Law Group is investigating the liability that FINRA-registered brokerage firms may have for improperly recommending high-risk DST investments to clients.

Despite these risks, many brokerage firms continue to push DST offerings due to the high commissions associated with their sale.

If a broker or brokerage firm makes an unsuitable investment recommendation or fails to adequately disclose the risks, they could be held liable for losses in a FINRA arbitration claim.

FAQs about AEI Healthcare Portfolio IV DST

What is AEI Healthcare Portfolio IV DST?
AEI Healthcare Portfolio IV DST is a Delaware Statutory Trust sponsored by AEI Capital Corp. that raised over $12 million from investors in 2021 to invest in net lease healthcare-related real estate.

Why are AEI Healthcare Portfolio IV DST investments risky?
DSTs like AEI Healthcare Portfolio IV DST are considered risky because they are illiquid, offer investors little control, and cannot raise new capital if unexpected expenses or occupancy issues arise.

Can I recover losses in AEI Healthcare Portfolio IV DST?
Possibly. If your financial advisor recommended AEI Healthcare Portfolio IV DST without fully disclosing the risks or ensuring the investment was suitable for your portfolio, you may be able to recover losses through a FINRA arbitration claim.

Free Consultation with a Securities Attorney

If you are concerned about your investment in AEI Healthcare Portfolio IV DST, please call the securities attorneys at The White Law Group at 888-637-5510 for a free consultation.

The White Law Group is a national securities fraud, securities arbitration, and investor protection law firm with offices in Chicago, Illinois and Seattle, Washington. The firm works on a contingency fee basis and may be able to represent you in a claim against your brokerage firm.

For more information on The White Law Group and its representation of investors in FINRA arbitration claims, visit www.whitesecuritieslaw.com