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10-Q Filing

STERLING REAL ESTATE TRUST CIK: 1412502 Q2 2018
Filing Information
Form Type 10-Q
Accession Number 0001558370-18-006722
Period End Date 20180630
Filing Date 20180808
Fiscal Year 2018
Fiscal Period Q2
XBRL Instance sret-20180630.xml
Filing Contents
Balance Sheet 71 line items
Line Item Tag Value Unit Period
Accumulated amortization on financing and lease cost AccumulatedAmortizationDeferredFinanceAndLeaseCosts $1.97M USD Point-in-time
Accumulated amortization on financing and lease cost AccumulatedAmortizationDeferredFinanceAndLeaseCosts $1.94M USD Point-in-time
Accumulated amortization on intangible assets FiniteLivedIntangibleAssetsAccumulatedAmortization $13.60M USD Point-in-time
Accumulated amortization on intangible assets FiniteLivedIntangibleAssetsAccumulatedAmortization $12.93M USD Point-in-time
Real estate investments, net RealEstateInvestmentPropertyNet $641.80M USD Point-in-time
Real estate investments, net RealEstateInvestmentPropertyNet $648.68M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $13.81M USD Point-in-time
Accumulated amortization on unfavorable leases DeferredRevenueLeasesAccumulatedAmortization $1.49M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $16.58M USD Point-in-time
Accumulated amortization on unfavorable leases DeferredRevenueLeasesAccumulatedAmortization $1.39M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $12.49M USD Point-in-time
Restricted deposits RestrictedCashAndCashEquivalents $11.95M USD Point-in-time
Restricted deposits RestrictedCashAndCashEquivalents $10.51M USD Point-in-time
Restricted deposits RestrictedCashAndCashEquivalents $8.06M USD Point-in-time
Investment in unconsolidated affiliates InvestmentsInAffiliatesSubsidiariesAssociatesAndJointVentures $2.77M USD Point-in-time
Investment in unconsolidated affiliates InvestmentsInAffiliatesSubsidiariesAssociatesAndJointVentures $2.65M USD Point-in-time
Due from related party DueFromRelatedParties $3.00K USD Point-in-time
Receivables AccountsReceivableNet $4.63M USD Point-in-time
Receivables AccountsReceivableNet $5.11M USD Point-in-time
Prepaid expenses PrepaidExpenseCurrentAndNoncurrent $482.00K USD Point-in-time
Prepaid expenses PrepaidExpenseCurrentAndNoncurrent $1.67M USD Point-in-time
Financing and lease costs, less accumulated amortization of $1,966 in 2018 and $1,943 in 2017 DeferredCostsCurrentAndNoncurrent $737.00K USD Point-in-time
Financing and lease costs, less accumulated amortization of $1,966 in 2018 and $1,943 in 2017 DeferredCostsCurrentAndNoncurrent $706.00K USD Point-in-time
Assets held for sale AssetsOfDisposalGroupIncludingDiscontinuedOperation $4.70M USD Point-in-time
Lease intangible assets, less accumulated amortization of $13,603 in 2018 and $12,932 in 2017 IntangibleAssetsNetExcludingGoodwill $13.26M USD Point-in-time
Lease intangible assets, less accumulated amortization of $13,603 in 2018 and $12,932 in 2017 IntangibleAssetsNetExcludingGoodwill $11.46M USD Point-in-time
Other assets OtherAssets $5.00K USD Point-in-time
Other assets OtherAssets $5.00K USD Point-in-time
Total Assets Assets $691.61M USD Point-in-time
Total Assets Assets $691.93M USD Point-in-time
Mortgage notes payable, net NotesPayable $394.84M USD Point-in-time
Mortgage notes payable, net NotesPayable $393.94M USD Point-in-time
Special assessments payable SpecialAssessmentBond $486.00K USD Point-in-time
Special assessments payable SpecialAssessmentBond $518.00K USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $6.44M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $6.68M USD Point-in-time
Due to related party DueToRelatedPartiesCurrentAndNoncurrent $366.00K USD Point-in-time
Due to related party DueToRelatedPartiesCurrentAndNoncurrent $666.00K USD Point-in-time
Tenant security deposits payable SecurityDepositLiability $4.04M USD Point-in-time
Tenant security deposits payable SecurityDepositLiability $4.07M USD Point-in-time
Subordinated debt SubordinatedDebt $175.00K USD Point-in-time
Subordinated debt SubordinatedDebt $175.00K USD Point-in-time
Lease intangible liabilities, less accumulated amortization of $1,487 in 2018 and $1,386 in 2017 OffMarketLeaseUnfavorable $1.61M USD Point-in-time
Lease intangible liabilities, less accumulated amortization of $1,487 in 2018 and $1,386 in 2017 OffMarketLeaseUnfavorable $1.78M USD Point-in-time
Accounts payable - trade AccountsPayableTradeCurrentAndNoncurrent $2.02M USD Point-in-time
Accounts payable - trade AccountsPayableTradeCurrentAndNoncurrent $486.00K USD Point-in-time
Retainage payable RetentionPayable $170.00K USD Point-in-time
Retainage payable RetentionPayable $16.00K USD Point-in-time
Liabilities related to assets held for sale LiabilitiesOfDisposalGroupIncludingDiscontinuedOperation $93.00K USD Point-in-time
Fair value of interest rate swaps InterestRateDerivativeLiabilitiesAtFairValue $65.00K USD Point-in-time
Fair value of interest rate swaps InterestRateDerivativeLiabilitiesAtFairValue $42.00K USD Point-in-time
Deferred insurance proceeds DeferredInsuranceProceeds $1.22M USD Point-in-time
Deferred insurance proceeds DeferredInsuranceProceeds $37.00K USD Point-in-time
Accrued expenses and other liabilities AccruedLiabilitiesCurrentAndNoncurrent $7.89M USD Point-in-time
Accrued expenses and other liabilities AccruedLiabilitiesCurrentAndNoncurrent $6.41M USD Point-in-time
Total Liabilities Liabilities $417.83M USD Point-in-time
Total Liabilities Liabilities $416.40M USD Point-in-time
COMMITMENTS and CONTINGENCIES - Note 15 CommitmentsAndContingencies - USD Point-in-time
COMMITMENTS and CONTINGENCIES - Note 15 CommitmentsAndContingencies - USD Point-in-time
Beneficial interest StockholdersEquityAttributableToParentBeneficialInterest $93.92M USD Point-in-time
Beneficial interest StockholdersEquityAttributableToParentBeneficialInterest $90.82M USD Point-in-time
Noncontrolling interest in operating partnership MinorityInterestInOperatingPartnerships $179.84M USD Point-in-time
Noncontrolling interest in operating partnership MinorityInterestInOperatingPartnerships $178.56M USD Point-in-time
Noncontrolling in partially owned properties MinorityInterestInPartiallyOwnedProperties $3.18M USD Point-in-time
Noncontrolling in partially owned properties MinorityInterestInPartiallyOwnedProperties $3.09M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-65.00K USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-42.00K USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $273.77M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $275.53M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $691.93M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $691.61M USD Point-in-time
Income Statement 137 line items
Line Item Tag Value Unit Period
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $27.11M USD 1 Quarter
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $55.38M USD 2 Qtrs
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $53.52M USD 2 Qtrs
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $27.77M USD 1 Quarter
Total income from rental operations Revenues $29.29M USD 1 Quarter
Total income from rental operations Revenues $58.52M USD 2 Qtrs
Total income from rental operations Revenues $56.54M USD 2 Qtrs
Total income from rental operations Revenues $28.51M USD 1 Quarter
Interest FinancingInterestExpense $4.61M USD 1 Quarter
Interest FinancingInterestExpense $9.08M USD 2 Qtrs
Interest FinancingInterestExpense $4.58M USD 1 Quarter
Interest FinancingInterestExpense $9.25M USD 2 Qtrs
Depreciation and amortization DepreciationAndAmortization $10.74M USD 2 Qtrs
Depreciation and amortization DepreciationAndAmortization $5.38M USD 1 Quarter
Depreciation and amortization DepreciationAndAmortization $10.63M USD 2 Qtrs
Depreciation and amortization DepreciationAndAmortization $5.28M USD 1 Quarter
Real estate taxes RealEstateTaxExpense $2.61M USD 1 Quarter
Real estate taxes RealEstateTaxExpense $5.74M USD 2 Qtrs
Real estate taxes RealEstateTaxExpense $2.90M USD 1 Quarter
Real estate taxes RealEstateTaxExpense $5.20M USD 2 Qtrs
Property management PropertyManagementFeesExpense $6.03M USD 2 Qtrs
Property management PropertyManagementFeesExpense $7.18M USD 2 Qtrs
Property management PropertyManagementFeesExpense $3.90M USD 1 Quarter
Property management PropertyManagementFeesExpense $2.99M USD 1 Quarter
Utilities UtilitiesExpense $4.54M USD 2 Qtrs
Utilities UtilitiesExpense $2.05M USD 1 Quarter
Utilities UtilitiesExpense $2.21M USD 1 Quarter
Utilities UtilitiesExpense $5.00M USD 2 Qtrs
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $9.93M USD 2 Qtrs
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $4.97M USD 1 Quarter
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $5.66M USD 1 Quarter
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $10.19M USD 2 Qtrs
Insurance RealEstateInsurance $368.00K USD 1 Quarter
Insurance RealEstateInsurance $1.10M USD 2 Qtrs
Insurance RealEstateInsurance $736.00K USD 2 Qtrs
Insurance RealEstateInsurance $586.00K USD 1 Quarter
Loss on lease terminations GainLossOnContractTermination $-31.00K USD 1 Quarter
Loss on lease terminations GainLossOnContractTermination $-146.00K USD 2 Qtrs
Total expenses from rental operations CostOfRevenue $25.11M USD 1 Quarter
Total expenses from rental operations CostOfRevenue $46.58M USD 2 Qtrs
Total expenses from rental operations CostOfRevenue $48.93M USD 2 Qtrs
Total expenses from rental operations CostOfRevenue $23.01M USD 1 Quarter
Administrative expenses GeneralAndAdministrativeExpense $229.00K USD 2 Qtrs
Administrative expenses GeneralAndAdministrativeExpense $207.00K USD 2 Qtrs
Administrative expenses GeneralAndAdministrativeExpense $101.00K USD 1 Quarter
Administrative expenses GeneralAndAdministrativeExpense $133.00K USD 1 Quarter
Advisory fees AdvisoryManagementFees $704.00K USD 1 Quarter
Advisory fees AdvisoryManagementFees $722.00K USD 1 Quarter
Advisory fees AdvisoryManagementFees $1.40M USD 2 Qtrs
Advisory fees AdvisoryManagementFees $1.44M USD 2 Qtrs
Acquisition and disposition expenses AcquisitionAndDispositionRelatedExpenses $149.00K USD 1 Quarter
Acquisition and disposition expenses AcquisitionAndDispositionRelatedExpenses $1.38M USD 2 Qtrs
Acquisition and disposition expenses AcquisitionAndDispositionRelatedExpenses $149.00K USD 2 Qtrs
Acquisition and disposition expenses AcquisitionAndDispositionRelatedExpenses $863.00K USD 1 Quarter
Trustee fees TrusteeFees $14.00K USD 1 Quarter
Trustee fees TrusteeFees $19.00K USD 1 Quarter
Trustee fees TrusteeFees $34.00K USD 2 Qtrs
Trustee fees TrusteeFees $32.00K USD 2 Qtrs
Legal and accounting ProfessionalFees $287.00K USD 2 Qtrs
Legal and accounting ProfessionalFees $103.00K USD 1 Quarter
Legal and accounting ProfessionalFees $101.00K USD 1 Quarter
Legal and accounting ProfessionalFees $413.00K USD 2 Qtrs
Total Administration of REIT OperatingExpenses $1.82M USD 1 Quarter
Total Administration of REIT OperatingExpenses $2.24M USD 2 Qtrs
Total Administration of REIT OperatingExpenses $3.32M USD 2 Qtrs
Total Administration of REIT OperatingExpenses $1.09M USD 1 Quarter
Total expenses CostsAndExpenses $49.90M USD 2 Qtrs
Total expenses CostsAndExpenses $24.83M USD 1 Quarter
Total expenses CostsAndExpenses $51.18M USD 2 Qtrs
Total expenses CostsAndExpenses $26.20M USD 1 Quarter
Income from operations OperatingIncomeLoss $3.09M USD 1 Quarter
Income from operations OperatingIncomeLoss $7.34M USD 2 Qtrs
Income from operations OperatingIncomeLoss $3.68M USD 1 Quarter
Income from operations OperatingIncomeLoss $6.64M USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $284.00K USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $127.00K USD 1 Quarter
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $369.00K USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $157.00K USD 1 Quarter
Other income OtherNonoperatingIncome $26.00K USD 1 Quarter
Other income OtherNonoperatingIncome $160.00K USD 2 Qtrs
Other income OtherNonoperatingIncome $55.00K USD 1 Quarter
Other income OtherNonoperatingIncome $51.00K USD 2 Qtrs
Gain on sale of real estate and non-real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $1.08M USD 2 Qtrs
Gain on sale of real estate and non-real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $1.08M USD 1 Quarter
Gain on sale of real estate and non-real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $2.05M USD 2 Qtrs
Gain on sale of real estate and non-real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $2.08M USD 1 Quarter
Gain on change in control of real estate investments GainOnChangeInControlOfInvestmentProperty $2.19M USD 1 Quarter
Gain on change in control of real estate investments GainOnChangeInControlOfInvestmentProperty $2.19M USD 2 Qtrs
Gain on sale of investment in equity method investee GainLossOnSaleOfEquityInvestments $3.00K USD 2 Qtrs
Gain on involuntary conversion GainLossOnInvoluntaryConversions $189.00K USD 2 Qtrs
Gain on involuntary conversion GainLossOnInvoluntaryConversions $620.00K USD 1 Quarter
Gain on involuntary conversion GainLossOnInvoluntaryConversions $1.37M USD 2 Qtrs
Gain on involuntary conversion GainLossOnInvoluntaryConversions $162.00K USD 1 Quarter
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $1.89M USD 1 Quarter
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $2.90M USD 2 Qtrs
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $4.61M USD 1 Quarter
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $4.85M USD 2 Qtrs
Net income ProfitLoss $11.49M USD 2 Qtrs
Net income ProfitLoss $8.29M USD 1 Quarter
Net income ProfitLoss $4.98M USD 1 Quarter
Net income ProfitLoss $10.24M USD 2 Qtrs
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $5.65M USD 1 Quarter
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $7.88M USD 2 Qtrs
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $6.91M USD 2 Qtrs
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $3.38M USD 1 Quarter
Net (loss) attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-74.00K USD 1 Quarter
Net (loss) attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-131.00K USD 2 Qtrs
Net (loss) attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-46.00K USD 1 Quarter
Net (loss) attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-93.00K USD 2 Qtrs
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $1.68M USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $3.74M USD 2 Qtrs
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $3.42M USD 2 Qtrs
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $2.68M USD 1 Quarter
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.19 USD 1 Quarter
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.46 USD 2 Qtrs
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.39 USD 2 Qtrs
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.33 USD 1 Quarter
Net income ProfitLoss $11.49M USD 2 Qtrs
Net income ProfitLoss $8.29M USD 1 Quarter
Net income ProfitLoss $4.98M USD 1 Quarter
Net income ProfitLoss $10.24M USD 2 Qtrs
Other comprehensive gain - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $10.00K USD 1 Quarter
Other comprehensive gain - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $41.00K USD 2 Qtrs
Other comprehensive gain - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $16.00K USD 1 Quarter
Other comprehensive gain - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $23.00K USD 2 Qtrs
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $10.26M USD 2 Qtrs
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $4.99M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $11.53M USD 2 Qtrs
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $8.31M USD 1 Quarter
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $6.83M USD 2 Qtrs
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $7.78M USD 2 Qtrs
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $5.62M USD 1 Quarter
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $3.31M USD 1 Quarter
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $1.68M USD 1 Quarter
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $3.75M USD 2 Qtrs
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $3.42M USD 2 Qtrs
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $2.69M USD 1 Quarter
Cash Flow Statement 87 line items
Line Item Tag Value Unit Period
Net income ProfitLoss $11.49M USD 2 Qtrs
Net income ProfitLoss $8.29M USD 1 Quarter
Net income ProfitLoss $4.98M USD 1 Quarter
Net income ProfitLoss $10.24M USD 2 Qtrs
(Gain) on sale of real estate investments GainsLossesOnSalesOfInvestmentRealEstate $1.08M USD 2 Qtrs
(Gain) on sale of real estate investments GainsLossesOnSalesOfInvestmentRealEstate $2.08M USD 2 Qtrs
Loss on sale of non-real estate investments GainLossOnSaleOfOtherInvestments $-23.00K USD 2 Qtrs
(Gain) on change in control of real estate investment GainOnChangeInControlOfInvestmentProperty $2.19M USD 1 Quarter
(Gain) on change in control of real estate investment GainOnChangeInControlOfInvestmentProperty $2.19M USD 2 Qtrs
(Gain) on involuntary conversion GainOnBusinessInterruptionInsuranceRecovery $1.37M USD 2 Qtrs
(Gain) on involuntary conversion GainOnBusinessInterruptionInsuranceRecovery $189.00K USD 2 Qtrs
Loss on lease terminations GainLossOnContractTermination $-31.00K USD 1 Quarter
Loss on lease terminations GainLossOnContractTermination $-146.00K USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $284.00K USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $127.00K USD 1 Quarter
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $369.00K USD 2 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $157.00K USD 1 Quarter
Distributions of earnings of unconsolidated affiliates EquityMethodInvestmentDividendsOrDistributions $284.00K USD 2 Qtrs
Distributions of earnings of unconsolidated affiliates EquityMethodInvestmentDividendsOrDistributions $369.00K USD 2 Qtrs
Allowance for uncollectible accounts receivable ProvisionForDoubtfulAccounts $-706.00K USD 2 Qtrs
Depreciation Depreciation $4.74M USD 1 Quarter
Depreciation Depreciation $9.51M USD 2 Qtrs
Depreciation Depreciation $9.45M USD 2 Qtrs
Depreciation Depreciation $4.75M USD 1 Quarter
Amortization AmortizationOfIntangibleAssets $1.10M USD 2 Qtrs
Amortization AmortizationOfIntangibleAssets $1.26M USD 2 Qtrs
Amortization of debt issuance costs AmortizationOfFinancingCosts $338.00K USD 2 Qtrs
Amortization of debt issuance costs AmortizationOfFinancingCosts $371.00K USD 2 Qtrs
Due from related party IncreaseDecreaseInDueFromRelatedPartiesCurrent $-3.00K USD 2 Qtrs
Due from related party IncreaseDecreaseInDueFromRelatedPartiesCurrent $24.00K USD 2 Qtrs
Receivables IncreaseDecreaseInAccountsReceivable $-895.00K USD 2 Qtrs
Receivables IncreaseDecreaseInAccountsReceivable $-44.00K USD 2 Qtrs
Prepaid expenses IncreaseDecreaseInPrepaidExpense $650.00K USD 2 Qtrs
Prepaid expenses IncreaseDecreaseInPrepaidExpense $1.18M USD 2 Qtrs
Other assets IncreaseDecreaseInOtherOperatingAssets $76.00K USD 2 Qtrs
Due to related party IncreaseDecreaseInDueToRelatedParties $-397.00K USD 2 Qtrs
Due to related party IncreaseDecreaseInDueToRelatedParties $300.00K USD 2 Qtrs
Tenant security deposits payable IncreaseDecreaseInSecurityDeposits $5.00K USD 2 Qtrs
Tenant security deposits payable IncreaseDecreaseInSecurityDeposits $183.00K USD 2 Qtrs
Accounts payable - trade IncreaseDecreaseInAccountsPayable $-131.00K USD 2 Qtrs
Accounts payable - trade IncreaseDecreaseInAccountsPayable $944.00K USD 2 Qtrs
Accrued expenses and other liabilities IncreaseDecreaseInAccruedLiabilities $-1.28M USD 2 Qtrs
Accrued expenses and other liabilities IncreaseDecreaseInAccruedLiabilities $-1.97M USD 2 Qtrs
NET CASH PROVIDED BY OPERATING ACTIVITIES NetCashProvidedByUsedInOperatingActivities $17.02M USD 2 Qtrs
NET CASH PROVIDED BY OPERATING ACTIVITIES NetCashProvidedByUsedInOperatingActivities $15.96M USD 2 Qtrs
Purchase of real estate investment properties PaymentsToAcquireAndDevelopRealEstate $1.93M USD 2 Qtrs
Purchase of real estate investment properties PaymentsToAcquireAndDevelopRealEstate $2.98M USD 2 Qtrs
Capital expenditures and tenant improvements PaymentsForLeasingCostsCommissionsAndTenantImprovements $5.50M USD 2 Qtrs
Capital expenditures and tenant improvements PaymentsForLeasingCostsCommissionsAndTenantImprovements $4.55M USD 2 Qtrs
Proceeds from sale of real estate investments and non-real estate investments PaymentsForProceedsFromInvestments $-4.44M USD 2 Qtrs
Proceeds from sale of real estate investments and non-real estate investments PaymentsForProceedsFromInvestments $-5.20M USD 2 Qtrs
Proceeds from involuntary conversion ProceedsFromInsuranceForInvoluntaryConversions $330.00K USD 2 Qtrs
Proceeds from involuntary conversion ProceedsFromInsuranceForInvoluntaryConversions $1.91M USD 2 Qtrs
Investment in unconsolidated affiliates PaymentsToAcquireEquityMethodInvestments $20.00K USD 2 Qtrs
Distributions in excess of earnings received from unconsolidated affiliates ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital $245.00K USD 2 Qtrs
Distributions in excess of earnings received from unconsolidated affiliates ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital $124.00K USD 2 Qtrs
Notes receivable payments received ProceedsFromCollectionOfNotesReceivable $41.00K USD 2 Qtrs
NET CASH USED IN INVESTING ACTIVITIES NetCashProvidedByUsedInInvestingActivities $-802.00K USD 2 Qtrs
NET CASH USED IN INVESTING ACTIVITIES NetCashProvidedByUsedInInvestingActivities $-1.87M USD 2 Qtrs
Payments for financing, debt issuance and lease costs PaymentsOfFinancingCosts $333.00K USD 2 Qtrs
Payments for financing, debt issuance and lease costs PaymentsOfFinancingCosts $149.00K USD 2 Qtrs
Principal payments on special assessments payable PrincipalPaymentsOnSpecialAssessmentsPayable $101.00K USD 2 Qtrs
Principal payments on special assessments payable PrincipalPaymentsOnSpecialAssessmentsPayable $269.00K USD 2 Qtrs
Proceeds from issuance of mortgage notes payable and subordinated debt ProceedsFromIssuanceOfLongTermDebt $7.06M USD 2 Qtrs
Proceeds from issuance of mortgage notes payable and subordinated debt ProceedsFromIssuanceOfLongTermDebt $16.15M USD 2 Qtrs
Principal payments on mortgage notes payable RepaymentsOfLongTermDebt $8.22M USD 2 Qtrs
Principal payments on mortgage notes payable RepaymentsOfLongTermDebt $12.25M USD 2 Qtrs
Advances on lines of credit ProceedsFromLinesOfCredit $2.96M USD 2 Qtrs
Payments on lines of credit RepaymentsOfLinesOfCredit $2.96M USD 2 Qtrs
Proceeds from issuance of shares under optional purchase plan ProceedsFromIssuanceOfSharesUnderOptionalPurchasePlan $2.16M USD 2 Qtrs
Proceeds from issuance of shares under optional purchase plan ProceedsFromIssuanceOfSharesUnderOptionalPurchasePlan $1.36M USD 2 Qtrs
Shares/units redeemed PaymentsForRepurchaseOfCommonStock $1.11M USD 2 Qtrs
Shares/units redeemed PaymentsForRepurchaseOfCommonStock $1.66M USD 2 Qtrs
Dividends/distributions paid PaymentsOfDividendsCommonStock $9.62M USD 2 Qtrs
Dividends/distributions paid PaymentsOfDividendsCommonStock $10.30M USD 2 Qtrs
NET CASH USED IN FINANCING ACTIVITIES NetCashProvidedByUsedInFinancingActivities $-5.90M USD 2 Qtrs
NET CASH USED IN FINANCING ACTIVITIES NetCashProvidedByUsedInFinancingActivities $-11.38M USD 2 Qtrs
NET CHANGE IN CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $9.26M USD 2 Qtrs
NET CHANGE IN CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $3.76M USD 2 Qtrs
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT BEGINNING OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $20.55M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT BEGINNING OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $19.27M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT BEGINNING OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $24.32M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT BEGINNING OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $28.53M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT END OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $20.55M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT END OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $19.27M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT END OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $24.32M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT END OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $28.53M USD Point-in-time
Stockholders Equity 23 line items
Line Item Tag Value Unit Period
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $273.77M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $275.53M USD Point-in-time
Beginning Balance (in shares) CommonStockSharesOutstanding 8.71M shares Point-in-time
Beginning Balance (in shares) CommonStockSharesOutstanding 8.49M shares Point-in-time
Contribution of assets in exchange for the issuance of noncontrolling interest shares NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest $1.55M USD 2 Qtrs
Shares/units redeemed StockRepurchasedDuringPeriodValue $1.66M USD 2 Qtrs
Dividends declared DividendsCommonStockCash $13.35M USD 2 Qtrs
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $2.80M USD 2 Qtrs
Dividends reinvested - stock dividend (in shares) StockIssuedDuringPeriodSharesDividendReinvestmentPlan 165,000.00 shares 2 Qtrs
Dividends reinvested - stock dividend (in shares) StockIssuedDuringPeriodSharesDividendReinvestmentPlan 159,000.00 shares 2 Qtrs
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $2.16M USD 2 Qtrs
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $10.00K USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $41.00K USD 2 Qtrs
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $16.00K USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $23.00K USD 2 Qtrs
Net income ProfitLoss $11.49M USD 2 Qtrs
Net income ProfitLoss $8.29M USD 1 Quarter
Net income ProfitLoss $4.98M USD 1 Quarter
Net income ProfitLoss $10.24M USD 2 Qtrs
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $273.77M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $275.53M USD Point-in-time
Ending balance (in shares) CommonStockSharesOutstanding 8.71M shares Point-in-time
Ending balance (in shares) CommonStockSharesOutstanding 8.49M shares Point-in-time

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

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