AEI Healthcare Portfolio VII is a debt-free DST holding three purpose-built outpatient medical office assets across Arizona, Texas, and Connecticut, net-leased to healthcare operators to 2037-2042.
5% escalators. The all-cash structure carries no refinancing or interest-rate exposure, positioning the offering as a core, income-oriented vehicle underpinned by secular outpatient-care migration.
The properties are held free and clear with no mortgage, eliminating refinancing, maturity, rate-cap, and lender-foreclosure risk and removing the equal-or-greater-debt replacement requirement for 1031 investors. The structural trade-off is the absence of positive leverage.
Investment-grade-equivalent healthcare credit on long-dated NNN leases (13.62-yr WALT).
Debt-free capital structure removes refinancing, maturity, and foreclosure risk entirely.
Institutional-grade healthcare net-lease credit with a defensive, unlevered balance sheet and a ~40-year sponsor operating history.
Income concentrated in three single-tenant assets; the master tenant is thinly capitalized; the 5.00% going-in yield sits below leveraged peers.
The analysis below is Baker 1031's educational opinion — not investment, tax, or legal advice, a recommendation, or a guarantee, and it does not replace the offering's Private Placement Memorandum (PPM), which governs in all respects. Read the PPM and consult your own CPA and attorney before investing.
A low-beta, income-oriented core net-lease vehicle whose return is almost entirely contractual; the debt-free design is defensive in a higher-for-longer regime but suppresses yield.
The analysis below is Baker 1031's educational opinion — not investment, tax, or legal advice, a recommendation, or a guarantee, and it does not replace the offering's Private Placement Memorandum (PPM), which governs in all respects. Read the PPM and consult your own CPA and attorney before investing.
| Metric | This Offering | Market Avg. | Assessment |
|---|---|---|---|
| Avg. Income | 5.54% | 6.41% | Below Average |
| Income Growth | 22.80% | 15.43% | Above Average |
| Peak Income | 6.14% | 7.03% | Below Average |
AEI Capital Corporation
AEI is among the longest-tenured names in the net-lease 1031 space, building debt-free, all-cash ownership of single-tenant retail, restaurant and healthcare properties since 1970.
Learn More About AEI Capital Corporation →Access requires verification of accredited-investor status. Executable copies are released through the secure data room on request; the schedule below reflects the standard document set for this offering.
Securities offered through Aurora Securities, Inc. (CRD #46147 / SEC #8-51322), member FINRA / SIPC; Baker 1031 Investments, LLC is independent of Aurora Securities, Inc. and is not a registered broker-dealer or investment adviser. This is not an offer to sell or a solicitation of an offer to buy any security; any offer is made solely by the confidential private placement memorandum (PPM), which qualifies all information herein in its entirety. Delaware Statutory Trust interests are speculative, illiquid securities offered under Rule 506(b) of Regulation D, without general solicitation, only to accredited investors with whom a substantive, pre-existing relationship exists; you confirm your accredited-investor status and offering documents are provided after that confirmation. They involve substantial risk, including possible loss of the entire investment.
Distributions, yields, the cap-rate equivalent, DSCR, occupancy, and benchmark figures are sponsor estimates or projections, are not guaranteed, and may differ materially from actual results. Any tax-adjusted yield assumes a 40% effective rate for non-1031 cash investors and is not tax advice. No tax, legal, or investment advice is provided — consult your own CPA and attorney. Past performance does not guarantee future results.