Written by The White Law Group• April 23, 2025• 7:38 pm• Blog, Current Investigations

AEI Net Lease Portfolio DST: Investigation

AEI Net Lease Portfolio V DST Securities Investigation, featured by top securities fraud attorneys, The White Law Group

AEI Net Lease Portfolio DST: Help for Investors

Are you concerned about your investment in an AEI Net Lease Portfolio DST?
The White Law Group is investigating potential FINRA arbitration claims on behalf of investors who were misled or unsuitably recommended these high-risk, illiquid investments.

Table of Contents

Overview of AEI Net Lease Portfolio DST Investments

AEI Net Lease Portfolio DSTs are structured as Delaware Statutory Trusts (DSTs), often used as replacement properties in 1031 exchanges. These investments are promoted for their potential to generate passive income and offer tax deferral benefits. However, DSTs can be risky and illiquid, especially for conservative investors seeking preservation of capital.

AEI Net Lease Portfolio Offerings Under Investigation

The White Law Group is currently investigating the following AEI Net Lease Portfolio DST offerings:

AEI Net Lease Portfolio DST
AEI Net Lease Portfolio 15 DST
AEI Net Lease Portfolio 16 DST
AEI Net Lease Portfolio 17 DST
AEI Net Lease Portfolio 19 DST
AEI Net Lease Portfolio 20 DST
AEI Net Lease Portfolio 21 DST
AEI Net Lease Portfolio 22 DST
AEI Net Lease Portfolio 23 DST
AEI Net Lease Portfolio VIII DST
AEI Net Lease Portfolio IX DST
AEI Net Lease Portfolio XI DST
AEI Net Lease Portfolio XII DST

If you were recommended one of these offerings by your financial advisor and have experienced losses, you may have a claim.

Case Spotlight: AEI Net Lease Portfolio 20 DST

According to SEC filings, AEI Trust Advisors, Inc. filed a Form D in 2022 to raise $32.47 million for AEI Net Lease Portfolio 20 DST. This DST, like others in the series, may have been misrepresented as safe or low-risk, while actually posing significant limitations and potential downsides.

Risks of AEI Net Lease Portfolio DSTs

While DSTs can provide tax deferral for 1031 exchange investors, they come with significant risks:

Illiquidity – No secondary market; funds are typically locked up for 7–10 years.
No Control – Investors have no voting rights or input in property management.
No Capital Flexibility – DSTs cannot raise additional funds to cover major repairs or market downturns.
High Commission Incentives – Some brokers may recommend these to earn large upfront commissions, regardless of investor suitability.

Broker Due Diligence Obligations

FINRA-registered brokerage firms are legally obligated to:

Perform reasonable due diligence on investment offerings
Recommend only investments that are suitable for the investor
Disclose all material risks and conflicts of interest

If a broker fails in these duties, and you suffer financial losses as a result, they may be held liable in a FINRA arbitration claim.

Recovering Investment Losses in AEI Net Lease Portfolio DSTs

The White Law Group has handled hundreds of cases involving 1031 DSTs and unsuitable alternative investments. If you invested in an AEI Net Lease Portfolio DST and are concerned about your investment, we may be able to help you recover your losses through a FINRA arbitration claim.

Free Case Review

Contact the securities attorneys at The White Law Group for a free consultation:

? 888-637-5510
www.whitesecuritieslaw.com

About The White Law Group

The White Law Group is a national securities fraud, arbitration, and investor protection law firm with offices in Chicago, Illinois and Seattle, Washington. Since its founding in 2010, the firm has handled over 700 FINRA arbitration cases, helping investors nationwide.

Frequently Asked Questions (FAQs)

1. What is a DST (Delaware Statutory Trust)?

A DST is a legal entity used to hold title to investment real estate. It allows multiple investors to own fractional interests, often used in 1031 exchanges. DSTs are passive investments with no control for individual investors.

2. Why are AEI Net Lease Portfolio DSTs considered risky?

Though marketed as stable, these investments are highly illiquid, cannot raise additional capital, and give investors no control. If property income falls or expenses rise, investors may experience losses with no ability to exit.

3. Can I sue my broker for recommending an AEI Net Lease Portfolio DST?

You may be able to file a FINRA arbitration claim if your broker misrepresented the investment or failed to assess your financial goals and risk tolerance. Contact our attorneys to discuss your legal options.