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10-Q Filing

STERLING REAL ESTATE TRUST CIK: 1412502 Q2 2016
Filing Information
Form Type 10-Q
Accession Number 0001558370-16-007673
Period End Date 20160630
Filing Date 20160808
Fiscal Year 2016
Fiscal Period Q2
XBRL Instance sret-20160630.xml
Filing Contents
Balance Sheet 74 line items
Line Item Tag Value Unit Period
Accumulated amortization on financing and lease cost AccumulatedAmortizationDeferredFinanceCosts $1.36M USD Point-in-time
Accumulated amortization on financing and lease cost AccumulatedAmortizationDeferredFinanceCosts $1.54M USD Point-in-time
Accumulated amortization on intangible assets FiniteLivedIntangibleAssetsAccumulatedAmortization $9.27M USD Point-in-time
Real estate investments RealEstateInvestmentPropertyNet $609.87M USD Point-in-time
Real estate investments RealEstateInvestmentPropertyNet $594.51M USD Point-in-time
Accumulated amortization on intangible assets FiniteLivedIntangibleAssetsAccumulatedAmortization $7.66M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $6.46M USD Point-in-time
Accumulated amortization on unfavorable leases DeferredRevenueLeasesAccumulatedAmortization $803.00K USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $19.75M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $6.37M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $643.00K USD Point-in-time
Accumulated amortization on unfavorable leases DeferredRevenueLeasesAccumulatedAmortization $973.00K USD Point-in-time
Restricted deposits and funded reserves RestrictedCashAndCashEquivalents $5.33M USD Point-in-time
Restricted deposits and funded reserves RestrictedCashAndCashEquivalents $6.12M USD Point-in-time
Investment in unconsolidated affiliates InvestmentsInAffiliatesSubsidiariesAssociatesAndJointVentures $9.02M USD Point-in-time
Investment in unconsolidated affiliates InvestmentsInAffiliatesSubsidiariesAssociatesAndJointVentures $8.90M USD Point-in-time
Due from related party DueFromRelatedParties $60.00K USD Point-in-time
Receivables AccountsReceivableNet $3.43M USD Point-in-time
Receivables AccountsReceivableNet $4.11M USD Point-in-time
Prepaid expenses PrepaidExpenseCurrentAndNoncurrent $844.00K USD Point-in-time
Prepaid expenses PrepaidExpenseCurrentAndNoncurrent $988.00K USD Point-in-time
Notes receivable NotesReceivableGross $651.00K USD Point-in-time
Notes receivable NotesReceivableGross $663.00K USD Point-in-time
Financing and lease costs, less accumulated amortization of $1,542 in 2016 and $1,356 in 2015 DeferredFinanceCostsNet $1.14M USD Point-in-time
Financing and lease costs, less accumulated amortization of $1,542 in 2016 and $1,356 in 2015 DeferredFinanceCostsNet $1.24M USD Point-in-time
Assets held for sale AssetsOfDisposalGroupIncludingDiscontinuedOperation $1.72M USD Point-in-time
Intangible assets, less accumulated amortization of $9,265 in 2016 and $7,655 in 2015 IntangibleAssetsNetExcludingGoodwill $17.46M USD Point-in-time
Intangible assets, less accumulated amortization of $9,265 in 2016 and $7,655 in 2015 IntangibleAssetsNetExcludingGoodwill $18.18M USD Point-in-time
Other assets OtherAssets $25.00K USD Point-in-time
Other assets OtherAssets $140.00K USD Point-in-time
Total Assets Assets $642.38M USD Point-in-time
Total Assets Assets $668.24M USD Point-in-time
Mortgage notes payable, net NotesPayable $379.91M USD Point-in-time
Mortgage notes payable, net NotesPayable $396.39M USD Point-in-time
Lines of credit LineOfCredit - USD Point-in-time
Special assessments payable SpecialAssessmentBond $1.57M USD Point-in-time
Special assessments payable SpecialAssessmentBond $1.66M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $5.32M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $5.73M USD Point-in-time
Due to related party DueToRelatedPartiesCurrentAndNoncurrent $1.25M USD Point-in-time
Due to related party DueToRelatedPartiesCurrentAndNoncurrent $440.00K USD Point-in-time
Tenant security deposits payable SecurityDepositLiability $3.83M USD Point-in-time
Tenant security deposits payable SecurityDepositLiability $3.76M USD Point-in-time
Subordinated debt SubordinatedDebt $200.00K USD Point-in-time
Subordinated debt SubordinatedDebt $225.00K USD Point-in-time
Lease intangible liabilities, less accumulated amortization of $973 in 2016 and $803 in 2015 OffMarketLeaseUnfavorable $2.23M USD Point-in-time
Lease intangible liabilities, less accumulated amortization of $973 in 2016 and $803 in 2015 OffMarketLeaseUnfavorable $2.25M USD Point-in-time
Accounts payable-trade AccountsPayableTradeCurrentAndNoncurrent $439.00K USD Point-in-time
Accounts payable-trade AccountsPayableTradeCurrentAndNoncurrent $819.00K USD Point-in-time
Retainage payable RetentionPayable $6.00K USD Point-in-time
Retainage payable RetentionPayable $125.00K USD Point-in-time
Liabilities related to assets held for sale LiabilitiesOfDisposalGroupIncludingDiscontinuedOperation $659.00K USD Point-in-time
Fair value of interest rate swaps InterestRateDerivativeLiabilitiesAtFairValue $219.00K USD Point-in-time
Fair value of interest rate swaps InterestRateDerivativeLiabilitiesAtFairValue $223.00K USD Point-in-time
Deferred insurance proceeds OtherDeferredCreditsCurrent $118.00K USD Point-in-time
Deferred insurance proceeds OtherDeferredCreditsCurrent $69.00K USD Point-in-time
Accrued expenses and other liabilities AccruedLiabilitiesCurrentAndNoncurrent $6.63M USD Point-in-time
Accrued expenses and other liabilities AccruedLiabilitiesCurrentAndNoncurrent $5.45M USD Point-in-time
Total Liabilities Liabilities $401.95M USD Point-in-time
Total Liabilities Liabilities $417.58M USD Point-in-time
COMMITMENTS and CONTINGENCIES - Note 17 CommitmentsAndContingencies - USD Point-in-time
COMMITMENTS and CONTINGENCIES - Note 17 CommitmentsAndContingencies - USD Point-in-time
Noncontrolling interest in operating partnership MinorityInterestInOperatingPartnerships $154.81M USD Point-in-time
Noncontrolling interest in operating partnership MinorityInterestInOperatingPartnerships $163.92M USD Point-in-time
Noncontrolling interest in partially owned properties MinorityInterestInPartiallyOwnedProperties $4.54M USD Point-in-time
Noncontrolling interest in partially owned properties MinorityInterestInPartiallyOwnedProperties $4.21M USD Point-in-time
Beneficial interest StockholdersEquityAttributableToParentBeneficialInterest $82.75M USD Point-in-time
Beneficial interest StockholdersEquityAttributableToParentBeneficialInterest $81.30M USD Point-in-time
Accumulated comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-219.00K USD Point-in-time
Accumulated comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-223.00K USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $240.43M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $250.66M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $642.38M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $668.24M USD Point-in-time
Income Statement 136 line items
Line Item Tag Value Unit Period
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $25.50M USD 1 Quarter
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $45.08M USD 2 Qtrs
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $22.84M USD 1 Quarter
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $50.71M USD 2 Qtrs
Tenant reimbursements TenantReimbursements $1.55M USD 1 Quarter
Tenant reimbursements TenantReimbursements $1.30M USD 2 Qtrs
Tenant reimbursements TenantReimbursements $711.00K USD 1 Quarter
Tenant reimbursements TenantReimbursements $3.02M USD 2 Qtrs
Total income from rental operations RealEstateRevenueNet $46.38M USD 2 Qtrs
Total income from rental operations RealEstateRevenueNet $23.55M USD 1 Quarter
Total income from rental operations RealEstateRevenueNet $53.73M USD 2 Qtrs
Total income from rental operations RealEstateRevenueNet $27.05M USD 1 Quarter
Interest FinancingInterestExpense $4.05M USD 1 Quarter
Interest FinancingInterestExpense $8.15M USD 2 Qtrs
Interest FinancingInterestExpense $9.10M USD 2 Qtrs
Interest FinancingInterestExpense $4.56M USD 1 Quarter
Depreciation and amortization DepreciationAndAmortization $4.19M USD 1 Quarter
Depreciation and amortization DepreciationAndAmortization $8.30M USD 2 Qtrs
Depreciation and amortization DepreciationAndAmortization $11.24M USD 2 Qtrs
Depreciation and amortization DepreciationAndAmortization $5.60M USD 1 Quarter
Real estate taxes RealEstateTaxExpense $3.51M USD 2 Qtrs
Real estate taxes RealEstateTaxExpense $4.66M USD 2 Qtrs
Real estate taxes RealEstateTaxExpense $2.34M USD 1 Quarter
Real estate taxes RealEstateTaxExpense $1.61M USD 1 Quarter
Property management fees OwnedPropertyManagementCosts $4.67M USD 2 Qtrs
Property management fees OwnedPropertyManagementCosts $2.76M USD 1 Quarter
Property management fees OwnedPropertyManagementCosts $2.34M USD 1 Quarter
Property management fees OwnedPropertyManagementCosts $5.33M USD 2 Qtrs
Utilities UtilitiesCosts $3.85M USD 2 Qtrs
Utilities UtilitiesCosts $1.81M USD 1 Quarter
Utilities UtilitiesCosts $1.75M USD 1 Quarter
Utilities UtilitiesCosts $4.01M USD 2 Qtrs
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $3.73M USD 1 Quarter
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $7.02M USD 2 Qtrs
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $5.26M USD 1 Quarter
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $9.41M USD 2 Qtrs
Insurance RealEstateInsurance $335.00K USD 1 Quarter
Insurance RealEstateInsurance $683.00K USD 2 Qtrs
Insurance RealEstateInsurance $1.14M USD 2 Qtrs
Insurance RealEstateInsurance $542.00K USD 1 Quarter
Loss on lease termination GainLossOnContractTermination $-274.00K USD 1 Quarter
Loss on lease termination GainLossOnContractTermination $-274.00K USD 2 Qtrs
Total expenses from rental operations CostOfRevenue $18.21M USD 1 Quarter
Total expenses from rental operations CostOfRevenue $36.64M USD 2 Qtrs
Total expenses from rental operations CostOfRevenue $22.93M USD 1 Quarter
Total expenses from rental operations CostOfRevenue $44.70M USD 2 Qtrs
Administrative expenses GeneralAndAdministrativeExpense $230.00K USD 2 Qtrs
Administrative expenses GeneralAndAdministrativeExpense $131.00K USD 1 Quarter
Administrative expenses GeneralAndAdministrativeExpense $176.00K USD 2 Qtrs
Administrative expenses GeneralAndAdministrativeExpense $98.00K USD 1 Quarter
Advisory fees AdvisoryManagementFees $1.15M USD 2 Qtrs
Advisory fees AdvisoryManagementFees $659.00K USD 1 Quarter
Advisory fees AdvisoryManagementFees $1.30M USD 2 Qtrs
Advisory fees AdvisoryManagementFees $578.00K USD 1 Quarter
Acquisition and disposition expenses AcquisitionAndDispositionRelatedExpenses $810.00K USD 2 Qtrs
Acquisition and disposition expenses AcquisitionAndDispositionRelatedExpenses $280.00K USD 1 Quarter
Acquisition and disposition expenses AcquisitionAndDispositionRelatedExpenses $515.00K USD 1 Quarter
Acquisition and disposition expenses AcquisitionAndDispositionRelatedExpenses $1.23M USD 2 Qtrs
Trustee fees TrusteeFees $12.00K USD 1 Quarter
Trustee fees TrusteeFees $23.00K USD 2 Qtrs
Trustee fees TrusteeFees $33.00K USD 2 Qtrs
Trustee fees TrusteeFees $11.00K USD 1 Quarter
Legal and accounting ProfessionalFees $86.00K USD 1 Quarter
Legal and accounting ProfessionalFees $260.00K USD 2 Qtrs
Legal and accounting ProfessionalFees $333.00K USD 2 Qtrs
Legal and accounting ProfessionalFees $78.00K USD 1 Quarter
Total Administration of REIT OperatingExpenses $1.39M USD 1 Quarter
Total Administration of REIT OperatingExpenses $3.05M USD 2 Qtrs
Total Administration of REIT OperatingExpenses $1.05M USD 1 Quarter
Total Administration of REIT OperatingExpenses $2.49M USD 2 Qtrs
Total expenses CostsAndExpenses $19.27M USD 1 Quarter
Total expenses CostsAndExpenses $47.76M USD 2 Qtrs
Total expenses CostsAndExpenses $39.13M USD 2 Qtrs
Total expenses CostsAndExpenses $24.33M USD 1 Quarter
Income from operations OperatingIncomeLoss $7.25M USD 2 Qtrs
Income from operations OperatingIncomeLoss $2.72M USD 1 Quarter
Income from operations OperatingIncomeLoss $4.29M USD 1 Quarter
Income from operations OperatingIncomeLoss $5.98M USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $522.00K USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $282.00K USD 1 Quarter
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $487.00K USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $275.00K USD 1 Quarter
Dividend and interest income InterestAndDividendIncomeOperating $38.00K USD 2 Qtrs
Dividend and interest income InterestAndDividendIncomeOperating $22.00K USD 1 Quarter
Dividend and interest income InterestAndDividendIncomeOperating $17.00K USD 1 Quarter
Dividend and interest income InterestAndDividendIncomeOperating $31.00K USD 2 Qtrs
Loss on sale of real estate investments GainsLossesOnSalesOfInvestmentRealEstate $-320.00K USD 2 Qtrs
Loss on sale of real estate investments GainsLossesOnSalesOfInvestmentRealEstate $-316.00K USD 1 Quarter
Gain (Loss) on involuntary conversion GainLossOnInvoluntaryConversions $11.00K USD 2 Qtrs
Gain (Loss) on involuntary conversion GainLossOnInvoluntaryConversions $8.00K USD 1 Quarter
Gain (Loss) on involuntary conversion GainLossOnInvoluntaryConversions $-137.00K USD 2 Qtrs
Gain (Loss) on involuntary conversion GainLossOnInvoluntaryConversions $11.00K USD 1 Quarter
Loss on extinguishment of debt WriteOffOfDeferredDebtIssuanceCost $1.00K USD 2 Qtrs
Loss on extinguishment of debt WriteOffOfDeferredDebtIssuanceCost $1.00K USD 1 Quarter
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $-11.00K USD 1 Quarter
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $103.00K USD 2 Qtrs
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $309.00K USD 1 Quarter
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $528.00K USD 2 Qtrs
Net income ProfitLoss $7.77M USD 2 Qtrs
Net income ProfitLoss $4.60M USD 1 Quarter
Net income ProfitLoss $2.71M USD 1 Quarter
Net income ProfitLoss $6.08M USD 2 Qtrs
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $5.31M USD 2 Qtrs
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $4.29M USD 2 Qtrs
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $2.04M USD 1 Quarter
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $3.08M USD 1 Quarter
Net income attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-326.00K USD 2 Qtrs
Net income attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-171.00K USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $2.11M USD 2 Qtrs
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $839.00K USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $1.51M USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $2.46M USD 2 Qtrs
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.36 USD 2 Qtrs
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.27 USD 2 Qtrs
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.20 USD 1 Quarter
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.11 USD 1 Quarter
Net income ProfitLoss $7.77M USD 2 Qtrs
Net income ProfitLoss $4.60M USD 1 Quarter
Net income ProfitLoss $2.71M USD 1 Quarter
Net income ProfitLoss $6.08M USD 2 Qtrs
Other comprehensive loss - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $28.00K USD 1 Quarter
Other comprehensive loss - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $-4.00K USD 2 Qtrs
Other comprehensive loss - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $9.00K USD 1 Quarter
Other comprehensive loss - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $17.00K USD 2 Qtrs
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $2.71M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $7.79M USD 2 Qtrs
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $4.62M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $6.08M USD 2 Qtrs
Comprehensive income attributable to noncontrolling interest - Operating Partnership ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $5.32M USD 2 Qtrs
Comprehensive income attributable to noncontrolling interest - Operating Partnership ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $3.97M USD 2 Qtrs
Comprehensive income attributable to noncontrolling interest - Operating Partnership ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $3.10M USD 1 Quarter
Comprehensive income attributable to noncontrolling interest - Operating Partnership ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $1.87M USD 1 Quarter
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $1.52M USD 1 Quarter
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $2.47M USD 2 Qtrs
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $2.11M USD 2 Qtrs
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $841.00K USD 1 Quarter
Cash Flow Statement 117 line items
Line Item Tag Value Unit Period
Net income ProfitLoss $7.77M USD 2 Qtrs
Net income ProfitLoss $4.60M USD 1 Quarter
Net income ProfitLoss $2.71M USD 1 Quarter
Net income ProfitLoss $6.08M USD 2 Qtrs
Loss on sale of real estate GainLossOnSaleOfProperties $-320.00K USD 2 Qtrs
Loss on involuntary conversion GainOnBusinessInterruptionInsuranceRecovery $-137.00K USD 2 Qtrs
Loss on lease termination GainLossOnContractTermination $-274.00K USD 1 Quarter
Loss on lease termination GainLossOnContractTermination $-274.00K USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $522.00K USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $282.00K USD 1 Quarter
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $487.00K USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $275.00K USD 1 Quarter
Distributions of earnings of unconsolidated affiliates EquityMethodInvestmentDividendsOrDistributions $519.00K USD 2 Qtrs
Distributions of earnings of unconsolidated affiliates EquityMethodInvestmentDividendsOrDistributions $487.00K USD 2 Qtrs
Depreciation Depreciation $7.62M USD 2 Qtrs
Depreciation Depreciation $4.66M USD 1 Quarter
Depreciation Depreciation $3.85M USD 1 Quarter
Depreciation Depreciation $9.26M USD 2 Qtrs
Amortization AdjustmentForAmortization $1.93M USD 2 Qtrs
Amortization AdjustmentForAmortization $681.00K USD 2 Qtrs
Interest on debt issuance costs AmortizationOfFinancingCosts $312.00K USD 2 Qtrs
Interest on debt issuance costs AmortizationOfFinancingCosts $339.00K USD 2 Qtrs
Restricted deposits - tenant security deposits IncreaseDecreaseInDepositOtherAssets $71.00K USD 2 Qtrs
Restricted deposits - tenant security deposits IncreaseDecreaseInDepositOtherAssets $721.00K USD 2 Qtrs
Restricted deposits - real estate tax and insurance escrows IncreaseDecreaseInRestrictedCashForOperatingActivities $-1.04M USD 2 Qtrs
Restricted deposits - real estate tax and insurance escrows IncreaseDecreaseInRestrictedCashForOperatingActivities $-606.00K USD 2 Qtrs
Due from related party IncreaseDecreaseInDueFromRelatedPartiesCurrent $-109.00K USD 2 Qtrs
Due from related party IncreaseDecreaseInDueFromRelatedPartiesCurrent $-60.00K USD 2 Qtrs
Receivables IncreaseDecreaseInAccountsReceivable $-104.00K USD 2 Qtrs
Receivables IncreaseDecreaseInAccountsReceivable $53.00K USD 2 Qtrs
Prepaid expenses IncreaseDecreaseInPrepaidExpense $130.00K USD 2 Qtrs
Prepaid expenses IncreaseDecreaseInPrepaidExpense $144.00K USD 2 Qtrs
Other assets IncreaseDecreaseInOtherOperatingAssets $-115.00K USD 2 Qtrs
Other assets IncreaseDecreaseInOtherOperatingAssets $-20.00K USD 2 Qtrs
Due to related party IncreaseDecreaseInDueToRelatedPartiesCurrent $-2.04M USD 2 Qtrs
Due to related party IncreaseDecreaseInDueToRelatedPartiesCurrent $-71.00K USD 2 Qtrs
Tenant security deposits payable IncreaseDecreaseInSecurityDeposits $68.00K USD 2 Qtrs
Tenant security deposits payable IncreaseDecreaseInSecurityDeposits $127.00K USD 2 Qtrs
Accounts payable - trade IncreaseDecreaseInAccountsPayable $-645.00K USD 2 Qtrs
Accounts payable - trade IncreaseDecreaseInAccountsPayable $-582.00K USD 2 Qtrs
Accrued expenses and other liabilities IncreaseDecreaseInAccruedLiabilities $-1.24M USD 2 Qtrs
Accrued expenses and other liabilities IncreaseDecreaseInAccruedLiabilities $-1.51M USD 2 Qtrs
NET CASH PROVIDED BY OPERATING ACTIVITIES NetCashProvidedByUsedInOperatingActivitiesContinuingOperations $12.81M USD 2 Qtrs
NET CASH PROVIDED BY OPERATING ACTIVITIES NetCashProvidedByUsedInOperatingActivitiesContinuingOperations $16.95M USD 2 Qtrs
Purchase of real estate investment properties PaymentsToAcquireAndDevelopRealEstate $4.54M USD 2 Qtrs
Purchase of real estate investment properties PaymentsToAcquireAndDevelopRealEstate $5.54M USD 2 Qtrs
Capital expenditures and tenant improvements PaymentsForLeasingCostsCommissionsAndTenantImprovements $3.94M USD 2 Qtrs
Capital expenditures and tenant improvements PaymentsForLeasingCostsCommissionsAndTenantImprovements $2.51M USD 2 Qtrs
Proceeds from sale of real estate investments ProceedsFromSaleOfRealEstateHeldforinvestment $1.40M USD 2 Qtrs
Proceeds from involuntary conversion ProceedsFromInsuranceForInvoluntaryConversions $258.00K USD 2 Qtrs
Proceeds from involuntary conversion ProceedsFromInsuranceForInvoluntaryConversions $10.00K USD 2 Qtrs
Investment in unconsolidated affiliates PaymentsToAcquireEquityMethodInvestments $67.00K USD 2 Qtrs
Investment in unconsolidated affiliates PaymentsToAcquireEquityMethodInvestments $35.00K USD 2 Qtrs
Distributions in excess of earnings received from unconsolidated affiliates ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital $196.00K USD 2 Qtrs
Distributions in excess of earnings received from unconsolidated affiliates ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital $184.00K USD 2 Qtrs
Restricted deposits - replacement reserve escrows IncreaseDecreaseInRestrictedCash $-245.00K USD 2 Qtrs
Restricted deposits - replacement reserve escrows IncreaseDecreaseInRestrictedCash $-1.22M USD 2 Qtrs
Notes receivable issued PaymentsToAcquireNotesReceivable $16.00K USD 2 Qtrs
Notes receivable payments received ProceedsFromCollectionOfNotesReceivable $4.00K USD 2 Qtrs
NET CASH USED IN INVESTING ACTIVITIES NetCashProvidedByUsedInInvestingActivitiesContinuingOperations $-5.67M USD 2 Qtrs
NET CASH USED IN INVESTING ACTIVITIES NetCashProvidedByUsedInInvestingActivitiesContinuingOperations $-7.46M USD 2 Qtrs
Payments for financing and lease costs PaymentsOfFinancingCosts $420.00K USD 2 Qtrs
Payments for financing and lease costs PaymentsOfFinancingCosts $581.00K USD 2 Qtrs
Payments on investment certificates PaymentsOnInvestmentCertificates $174.00K USD 2 Qtrs
Principal payments on special assessments payable PrincipalPaymentsOnSpecialAssessmentsPayable $66.00K USD 2 Qtrs
Principal payments on special assessments payable PrincipalPaymentsOnSpecialAssessmentsPayable $161.00K USD 2 Qtrs
Proceeds from issuance of mortgage notes payable and subordinated debt ProceedsFromIssuanceOfLongTermDebt $19.46M USD 2 Qtrs
Proceeds from issuance of mortgage notes payable and subordinated debt ProceedsFromIssuanceOfLongTermDebt $9.64M USD 2 Qtrs
Principal payments on mortgage notes payable RepaymentsOfLongTermDebt $6.27M USD 2 Qtrs
Principal payments on mortgage notes payable RepaymentsOfLongTermDebt $10.29M USD 2 Qtrs
Advances on lines of credit ProceedsFromLinesOfCredit $6.67M USD 2 Qtrs
Advances on lines of credit ProceedsFromLinesOfCredit $9.63M USD 2 Qtrs
Payments on lines of credit RepaymentsOfLinesOfCredit $6.67M USD 2 Qtrs
Payments on lines of credit RepaymentsOfLinesOfCredit $26.05M USD 2 Qtrs
Proceeds from issuance of common shares ProceedsFromIssuanceOfCommonStock $25.75M USD 2 Qtrs
Proceeds from issuance of shares under optional purchase plan ProceedsFromIssuanceOfSharesUnderOptionalPurchasePlan $840.00K USD 2 Qtrs
Proceeds from issuance of shares under optional purchase plan ProceedsFromIssuanceOfSharesUnderOptionalPurchasePlan $1.09M USD 2 Qtrs
Shares/units redeemed PaymentsForRepurchaseOfCommonStock $1.10M USD 2 Qtrs
Shares/units redeemed PaymentsForRepurchaseOfCommonStock $1.28M USD 2 Qtrs
Dividends/distributions paid PaymentsOfDividendsCommonStock $7.67M USD 2 Qtrs
Dividends/distributions paid PaymentsOfDividendsCommonStock $8.62M USD 2 Qtrs
Payment of syndication costs PaymentOfSyndicationCosts $1.33M USD 2 Qtrs
NET CASH PROVIDED BY (USED IN) FINANCING ACTIVITIES NetCashProvidedByUsedInFinancingActivitiesContinuingOperations $-1.41M USD 2 Qtrs
NET CASH PROVIDED BY (USED IN) FINANCING ACTIVITIES NetCashProvidedByUsedInFinancingActivitiesContinuingOperations $3.80M USD 2 Qtrs
NET CHANGE IN CASH AND CASH EQUIVALENTS CashAndCashEquivalentsPeriodIncreaseDecrease $13.29M USD 2 Qtrs
NET CHANGE IN CASH AND CASH EQUIVALENTS CashAndCashEquivalentsPeriodIncreaseDecrease $5.73M USD 2 Qtrs
CASH AND CASH EQUIVALENTS AT BEGINNING OF PERIOD CashAndCashEquivalentsAtCarryingValue $6.46M USD Point-in-time
CASH AND CASH EQUIVALENTS AT BEGINNING OF PERIOD CashAndCashEquivalentsAtCarryingValue $19.75M USD Point-in-time
CASH AND CASH EQUIVALENTS AT BEGINNING OF PERIOD CashAndCashEquivalentsAtCarryingValue $6.37M USD Point-in-time
CASH AND CASH EQUIVALENTS AT BEGINNING OF PERIOD CashAndCashEquivalentsAtCarryingValue $643.00K USD Point-in-time
CASH AND CASH EQUIVALENTS AT END OF PERIOD CashAndCashEquivalentsAtCarryingValue $6.46M USD Point-in-time
CASH AND CASH EQUIVALENTS AT END OF PERIOD CashAndCashEquivalentsAtCarryingValue $19.75M USD Point-in-time
CASH AND CASH EQUIVALENTS AT END OF PERIOD CashAndCashEquivalentsAtCarryingValue $6.37M USD Point-in-time
CASH AND CASH EQUIVALENTS AT END OF PERIOD CashAndCashEquivalentsAtCarryingValue $643.00K USD Point-in-time
Cash paid during the period for interest, net of capitalized interest InterestPaid $9.10M USD 2 Qtrs
Cash paid during the period for interest, net of capitalized interest InterestPaid $7.70M USD 2 Qtrs
Dividends reinvested DistributionsReinvested $1.96M USD 2 Qtrs
Dividends reinvested DistributionsReinvested $2.32M USD 2 Qtrs
Dividends declared and not paid DistributionsDeclaredAndNotPaid $1.73M USD 2 Qtrs
Dividends declared and not paid DistributionsDeclaredAndNotPaid $1.87M USD 2 Qtrs
UPREIT distributions declared and not paid SubsidiaryDistributionsDeclaredAndNotPaid $3.86M USD 2 Qtrs
UPREIT distributions declared and not paid SubsidiaryDistributionsDeclaredAndNotPaid $3.48M USD 2 Qtrs
UPREIT units converted to REIT common shares SubsidiaryUnitsConvertedToParentCommonSharesSupplementaryScheduleOfNoncashInvestingAndFinancingActivities $144.00K USD 2 Qtrs
Acquisition of assets in exchange for the issuance of noncontrolling interest units in UPREIT AcquisitionOfAssetsInExchangeForIssuanceOfNoncontrollingInterestShares $13.38M USD 2 Qtrs
Acquisition of assets in exchange for the issuance of noncontrolling interest units in UPREIT AcquisitionOfAssetsInExchangeForIssuanceOfNoncontrollingInterestShares $6.05M USD 2 Qtrs
Increase in land improvements due to increase in special assessments payable IncreaseInLandImprovementsDueToIncreaseInSpecialAssessmentsPayable $47.00K USD 2 Qtrs
Increase in land improvements due to increase in special assessments payable IncreaseInLandImprovementsDueToIncreaseInSpecialAssessmentsPayable $70.00K USD 2 Qtrs
Unrealized gain (loss) on interest rate swaps UnrealizedGainLossOnDerivatives $17.00K USD 2 Qtrs
Unrealized gain (loss) on interest rate swaps UnrealizedGainLossOnDerivatives $-4.00K USD 2 Qtrs
Acquisition of assets with new financing NoncashOrPartNoncashAcquisitionValueOfAssetsAcquired1 $2.66M USD 2 Qtrs
Acquisition of assets with new financing NoncashOrPartNoncashAcquisitionValueOfAssetsAcquired1 $10.23M USD 2 Qtrs
Acquisition of assets through assumption of debt and liabilities NoncashOrPartNoncashAcquisitionDebtLiabilitiesAndPropertiesPurchasedAssumed1 $25.00K USD 2 Qtrs
Acquisition of assets through assumption of debt and liabilities NoncashOrPartNoncashAcquisitionDebtLiabilitiesAndPropertiesPurchasedAssumed1 $370.00K USD 2 Qtrs
Capitalized interest and real estate taxes related to construction in progress RealEstateConstructionInProgressCostOfCapitalizedInterestAndRealEstateTaxes $32.00K USD 2 Qtrs
Capitalized interest and real estate taxes related to construction in progress RealEstateConstructionInProgressCostOfCapitalizedInterestAndRealEstateTaxes $62.00K USD 2 Qtrs
Acquisition of assets with accounts payable NoncashOrPartNoncashAcquisitionPayablesAssumed1 $2.96M USD 2 Qtrs
Acquisition of assets with accounts payable NoncashOrPartNoncashAcquisitionPayablesAssumed1 $513.00K USD 2 Qtrs
Stockholders Equity 23 line items
Line Item Tag Value Unit Period
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $240.43M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $250.66M USD Point-in-time
Beginning Balance (in shares) CommonStockSharesOutstanding 7.78M shares Point-in-time
Beginning Balance (in shares) CommonStockSharesOutstanding 7.58M shares Point-in-time
Contribution of assets in exchange for the issuance of noncontrolling interest shares NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest $13.38M USD 2 Qtrs
Shares/units redeemed StockRepurchasedDuringPeriodValue $1.28M USD 2 Qtrs
Dividends declared DividendsCommonStockCash $11.35M USD 2 Qtrs
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $2.32M USD 2 Qtrs
Dividends reinvested - stock dividend (in shares) StockIssuedDuringPeriodSharesDividendReinvestmentPlan 155,000.00 shares 2 Qtrs
Dividends reinvested - stock dividend (in shares) StockIssuedDuringPeriodSharesDividendReinvestmentPlan 135,000.00 shares 2 Qtrs
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $1.09M USD 2 Qtrs
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $28.00K USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $-4.00K USD 2 Qtrs
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $9.00K USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $17.00K USD 2 Qtrs
Net income ProfitLoss $7.77M USD 2 Qtrs
Net income ProfitLoss $4.60M USD 1 Quarter
Net income ProfitLoss $2.71M USD 1 Quarter
Net income ProfitLoss $6.08M USD 2 Qtrs
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $240.43M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $250.66M USD Point-in-time
Ending balance (in shares) CommonStockSharesOutstanding 7.78M shares Point-in-time
Ending balance (in shares) CommonStockSharesOutstanding 7.58M shares Point-in-time

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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