AEI DST Investments

AEI DST investments

Haselkorn & Thibaut, P.A., operating as Investment Fraud Lawyers,
represents individual investors who have concerns about DST investments
sponsored by AEI. We are former Wall Street defense attorneys who now
use that insider knowledge to help investors understand their options
and recover avoidable losses.

What investors should know
about AEI

AEI is known for sponsoring Delaware Statutory Trust (DST) 1031
exchange offerings. DSTs allow investors to defer capital-gains taxes by
exchanging sold real estate into a beneficial interest in a trust that
owns replacement property. The structure is passive, but it also means
investors give up management control and depend heavily on the
sponsor.

Common risks
in DST investments sponsored by AEI

Risk Why it matters
Illiquidity DST interests are not publicly traded and may have no meaningful
secondary market
Sponsor dependence Investors cannot vote, refinance, or direct management
decisions
Long holding period Many DSTs are structured for 5–10 year holds with limited exit
options
Distribution suspension Cash flow problems can cause distributions to stop without investor
consent
Debt and refinancing risk Property-level debt decisions are controlled by the sponsor

Did your broker recommend a DST sponsored by AEI?

If your broker or financial advisor recommended a DST sponsored by AEI that lost
money, suspended distributions, or was otherwise unsuitable, you may
have a claim. Broker-dealers must conduct reasonable due diligence under
FINRA Rule 2111 and FINRA Regulatory Notice 10-22 before recommending
private placements such as DSTs. They must also make sure the
recommendation fits the customer’s investment profile.

Common failures include:

  • recommending an illiquid DST to an investor who needed access to
    capital;
  • failing to disclose the risks of the specific sponsor or
    property;
  • relying on optimistic projections without independent
    verification;
  • not explaining the fees, dealer concessions, or conflicts of
    interest.

What to do if
you have concerns about a DST sponsored by AEI

Investors who believe they were misled or placed in an unsuitable DST sponsored by AEI should gather their brokerage statements, subscription agreements,
private placement memoranda, and correspondence with the broker. A
securities attorney can review those documents to identify whether the
recommendation was suitable and whether the broker-dealer met its due
diligence obligations.

How Investment Fraud
Lawyers can help

Haselkorn & Thibaut, P.A., operating as Investment Fraud Lawyers,
reviews DST loss cases at no cost. We work on a contingency fee basis:
no recovery, no fee. If you invested in a DST sponsored by AEI and have questions,
call us at 1-888-885-7162 or use our confidential
contact form.

Return to our main resource on DST investor losses.

Legal disclaimer: Past results do not guarantee
future outcomes. Every case is unique, and recovery depends on the
specific facts, applicable law, and available defendants.

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