About Us
SR Realty Trust Inc (“SRRT”) is a private real estate investment trust (REIT) formed in 2014 for the purpose of investing in a diversified portfolio of stable, institutional quality commercial real estate assets alongside our investor partners.
Invest side by side with Schafer Richardson
Schafer Richardson sponsors SR Realty Trust (SRRT). Schafer Richardson is a vertically integrated commercial real estate company established in 1995. The firm’s principals have invested, managed, and developed on behave of individuals and institutional investors through multiple real estate cycles for almost 30 years. The principals are significantly invested in SRRT personally, providing alignment interests with our investors.
Our Primary Investment Objective
PRESERVE & PROTECT STOCKHOLDERS’
CAPITAL
PAY CONSISTENT DISTRIBUTIONS
TO SHAREHOLDERS
DELIVER LONG-TERM CAPITAL
APPRECIATION
Portfolio
Overview
$500 MILLION Estimated market value
51
No. of Investments
5 MILLION
Square Feet
80%
Portfolio is Industrial,
Multi-family, NNN
* As of 2Q 2024
PORTFOLIO & INVESTMENT COMPOSITION
By Percentage of Gross Asset Value
PROPERTY TYPE
GEOGRAPHIC BREAKOUT
* As of 2Q 2024
Why SR Realty Trust, Inc.?
- Dual-Benefit Investment: Enjoy reliable income like a bond with the added benefit of potential appreciation as the portfolio’s value increases.
- Passive, Tax-Advantage Income: SRRT’s portfolio supports quarterly distributions and allows investors to access tax advantages, including the ability to deduct depreciation on properties from their taxable income, potentially reducing tax liability. This is particularly attractive for those looking for passive income.
- Diversify with Institutional-Quality Assets: SRRT provides access to a diversified fund of professionally managed, institutional grade properties. This diversification helps reduce risk as the performance of the investment is not tied to a single property, tenant or market.
- Lower Volatility: SRRT is a private REIT and not publicly traded, which means it is not subject to stock market volatility compared to publicly traded REITs. This can make it an attractive option for investors seeking more stable and predictable returns not tied to the equity markets.
Join us in our investment journey!
Our Mission
To enhance the lives of our partners and support the financial future of generations to come by providing stable, tax efficient commercial real estate investments.
Want to Learn More?
EVAN C. RICHARDSON
Senior Vice President-Investments
612-359-5849
erichardson@sr-re.com
ERIK CONDRA
Director of Business Development
734-751-4341
econdra@sr-re.com
LAURA HANNEMAN
Investor Services Manager
612-305-7083
lhanneman@sr-re.com