Stockholder Information WIP

Current
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Recent Updates

SREIT Q3 2025 Stockholder Update
The Q3 2025 Update delivers a thorough look at SREIT’s portfolio, performance and outlook.

Tax
Information

Form 1099-DIV

Taxable distributions are reported to you on IRS Form 1099-DIV. The tax character of these distributions as a percent of each total distribution is listed in the table below:

1099 BOX 1A 1B 2A 2B 3 5
Year Total Ordinary Dividends Qualified Dividends Capital Gains Unrecaptured §1250 Gain Return of Capital §199A Dividends – Non-Qualified
2025 0.00% 0.00% 0.00% 0.00% 100% 0.00%
2024 0.00% 0.00% 0.00% 0.00% 100% 0.00%
2023 0.00% 0.00% 0.00% 0.00% 100% 0.00%
2022 0.00% 0.00% 0.00% 0.00% 100% 0.00%
2021 0.00% 0.00% 0.00% 0.00% 100% 0.00%
2020 0.00% 0.00% 0.00% 0.00% 100% 0.00%
2019 7.95% 0.00% 0.00% 0.00% 92.05% 0.00%