Frequently Asked Questions
Who is our typical shareholder?
How do we value shares of common stock of our REIT?
When are dividends paid?
May our shareholders hold shares in a retirement account?
How are the Operating Partnership Units Valued?
What liquidity options are available to shareholders?
How do I contribute property tax-deferred? How is my property valued?
What types of property will be considered?
What if I sold my property?
What reports do shareholders receive?
What tax forms do shareholders receive?
What disclosure must I read?
SR Realty Trust, Inc. advertisements do not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please be aware that this material cannot and does not replace the Memorandum and is qualified in its entirety by the Memorandum.
This material is not tax or legal advice and potential investors should speak with their attorney or CPA prior to considering an investment. SR Realty Trust, Inc. and its representatives do not guarantee the accuracy and validity of the information herein. Investors should perform their own investigation before considering any investment. There are material risks associated with real estate investments, including real estate investment trusts. These include, but are not limited to, real estate is typically an illiquid investment, declining tenant vacancies, market values and potential loss of entire investment principal. Please pay careful attention to the “Risk” section of the PPM/Memorandum. Past performance is not a guarantee of future results and potential cash flow, potential returns, and potential appreciation are not guaranteed in any way and adverse tax consequences can take occur. Please read carefully the Memorandum in its entirety before making an investment decision.
IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax code sections; therefore, you should consult your tax and legal professionals for details regarding your situation.
Investments in SR Realty Trust, Inc. are available only to accredited investors (generally described as investors with a net worth in excess of one million dollars, exclusive of primary residence) and accredited entities only (generally described as an entity owned entirely by accredited individuals and/or an entity with gross assets of greater than five million dollars). If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and attorney prior to considering an investment. You will be required to verify your status as an accredited investor.
Can a shareholder reinvest dividends?
Yes, reinvestment of dividends is a core recommendation to our shareholders! When dividends are reinvested you receive more shares at a significant discount to the share price, so your investment grows even faster. The REIT also avoids the administrative costs and fees of selling those shares outside our community of existing shareholders. This helps your REIT to increase in value. If you are interested in partial or complete reinvestment of dividends, call Laura Hanneman at 612-305-7083 for help in getting started.