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10-Q Filing

STERLING REAL ESTATE TRUST CIK: 1412502 Q3 2018
Filing Information
Form Type 10-Q
Accession Number 0001558370-18-008956
Period End Date 20180930
Filing Date 20181108
Fiscal Year 2018
Fiscal Period Q3
XBRL Instance sret-20180930.xml
Filing Contents
Balance Sheet 69 line items
Line Item Tag Value Unit Period
Accumulated amortization on financing and lease cost AccumulatedAmortizationDeferredFinanceAndLeaseCosts $1.98M USD Point-in-time
Accumulated amortization on financing and lease cost AccumulatedAmortizationDeferredFinanceAndLeaseCosts $1.94M USD Point-in-time
Accumulated amortization on intangible assets FiniteLivedIntangibleAssetsAccumulatedAmortization $13.39M USD Point-in-time
Accumulated amortization on intangible assets FiniteLivedIntangibleAssetsAccumulatedAmortization $12.93M USD Point-in-time
Real estate investments, net RealEstateInvestmentPropertyNet $648.68M USD Point-in-time
Real estate investments, net RealEstateInvestmentPropertyNet $643.54M USD Point-in-time
Accumulated amortization on unfavorable leases DeferredRevenueLeasesAccumulatedAmortization $1.39M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $16.30M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $20.99M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $12.49M USD Point-in-time
Accumulated amortization on unfavorable leases DeferredRevenueLeasesAccumulatedAmortization $1.55M USD Point-in-time
Restricted deposits RestrictedCashAndCashEquivalents $14.81M USD Point-in-time
Restricted deposits RestrictedCashAndCashEquivalents $7.89M 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 $2.77M USD Point-in-time
Due from related party DueFromRelatedParties $3.00K USD Point-in-time
Due from related party DueFromRelatedParties $47.00K USD Point-in-time
Receivables AccountsReceivableNet $5.11M USD Point-in-time
Receivables AccountsReceivableNet $4.11M USD Point-in-time
Prepaid expenses PrepaidExpenseCurrentAndNoncurrent $1.14M USD Point-in-time
Prepaid expenses PrepaidExpenseCurrentAndNoncurrent $482.00K USD Point-in-time
Financing and lease costs, less accumulated amortization of $1,981 in 2018 and $1,943 in 2017 DeferredCostsCurrentAndNoncurrent $737.00K USD Point-in-time
Financing and lease costs, less accumulated amortization of $1,981 in 2018 and $1,943 in 2017 DeferredCostsCurrentAndNoncurrent $742.00K USD Point-in-time
Lease intangible assets, less accumulated amortization of $13,389 in 2018 and $12,932 in 2017 IntangibleAssetsNetExcludingGoodwill $13.26M USD Point-in-time
Lease intangible assets, less accumulated amortization of $13,389 in 2018 and $12,932 in 2017 IntangibleAssetsNetExcludingGoodwill $11.54M USD Point-in-time
Other assets OtherAssets $5.00K USD Point-in-time
Other assets OtherAssets $1.31M USD Point-in-time
Total Assets Assets $691.61M USD Point-in-time
Total Assets Assets $696.30M USD Point-in-time
Mortgage notes payable, net NotesPayable $393.48M USD Point-in-time
Mortgage notes payable, net NotesPayable $394.84M USD Point-in-time
Special assessments payable SpecialAssessmentBond $622.00K USD Point-in-time
Special assessments payable SpecialAssessmentBond $518.00K USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $6.72M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $6.44M USD Point-in-time
Due to related party DueToRelatedPartiesCurrentAndNoncurrent $366.00K USD Point-in-time
Due to related party DueToRelatedPartiesCurrentAndNoncurrent $466.00K 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 $1,549 in 2018 and $1,386 in 2017 OffMarketLeaseUnfavorable $1.54M USD Point-in-time
Lease intangible liabilities, less accumulated amortization of $1,549 in 2018 and $1,386 in 2017 OffMarketLeaseUnfavorable $1.78M USD Point-in-time
Accounts payable - trade AccountsPayableTradeCurrentAndNoncurrent $486.00K USD Point-in-time
Accounts payable - trade AccountsPayableTradeCurrentAndNoncurrent $1.40M USD Point-in-time
Retainage payable RetentionPayable $16.00K USD Point-in-time
Fair value of interest rate swaps InterestRateDerivativeLiabilitiesAtFairValue $65.00K USD Point-in-time
Fair value of interest rate swaps InterestRateDerivativeLiabilitiesAtFairValue $33.00K USD Point-in-time
Deferred insurance proceeds DeferredInsuranceProceeds $35.00K USD Point-in-time
Deferred insurance proceeds DeferredInsuranceProceeds $1.22M USD Point-in-time
Accrued expenses and other liabilities AccruedLiabilitiesCurrentAndNoncurrent $7.89M USD Point-in-time
Accrued expenses and other liabilities AccruedLiabilitiesCurrentAndNoncurrent $9.78M USD Point-in-time
Total Liabilities Liabilities $417.83M USD Point-in-time
Total Liabilities Liabilities $418.31M 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 $96.25M 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 $179.19M USD Point-in-time
Noncontrolling in partially owned properties MinorityInterestInPartiallyOwnedProperties $3.18M USD Point-in-time
Noncontrolling in partially owned properties MinorityInterestInPartiallyOwnedProperties $2.58M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-65.00K USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-33.00K USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $273.77M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $277.99M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $696.30M 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 $27.79M USD 1 Quarter
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $83.17M USD 3 Qtrs
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $80.61M USD 3 Qtrs
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $27.09M USD 1 Quarter
Tenant reimbursements RevenueFromContractWithCustomerExcludingAssessedTax $4.60M USD 3 Qtrs
Tenant reimbursements RevenueFromContractWithCustomerExcludingAssessedTax $4.59M USD 3 Qtrs
Tenant reimbursements RevenueFromContractWithCustomerExcludingAssessedTax $1.46M USD 1 Quarter
Tenant reimbursements RevenueFromContractWithCustomerExcludingAssessedTax $1.57M USD 1 Quarter
Total income from rental operations Revenues $87.77M USD 3 Qtrs
Total income from rental operations Revenues $28.66M USD 1 Quarter
Total income from rental operations Revenues $85.20M USD 3 Qtrs
Total income from rental operations Revenues $29.25M USD 1 Quarter
Interest FinancingInterestExpense $4.69M USD 1 Quarter
Interest FinancingInterestExpense $13.63M USD 3 Qtrs
Interest FinancingInterestExpense $13.94M USD 3 Qtrs
Interest FinancingInterestExpense $4.56M USD 1 Quarter
Depreciation and amortization DepreciationAndAmortization $16.17M USD 3 Qtrs
Depreciation and amortization DepreciationAndAmortization $15.91M USD 3 Qtrs
Depreciation and amortization DepreciationAndAmortization $5.27M USD 1 Quarter
Depreciation and amortization DepreciationAndAmortization $5.43M USD 1 Quarter
Real estate taxes RealEstateTaxExpense $2.89M USD 1 Quarter
Real estate taxes RealEstateTaxExpense $8.63M USD 3 Qtrs
Real estate taxes RealEstateTaxExpense $3.19M USD 1 Quarter
Real estate taxes RealEstateTaxExpense $8.39M USD 3 Qtrs
Property management PropertyManagementFeesExpense $3.14M USD 1 Quarter
Property management PropertyManagementFeesExpense $10.54M USD 3 Qtrs
Property management PropertyManagementFeesExpense $9.16M USD 3 Qtrs
Property management PropertyManagementFeesExpense $3.36M USD 1 Quarter
Utilities UtilitiesExpense $6.46M USD 3 Qtrs
Utilities UtilitiesExpense $1.96M USD 1 Quarter
Utilities UtilitiesExpense $1.92M USD 1 Quarter
Utilities UtilitiesExpense $6.96M USD 3 Qtrs
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $16.10M USD 3 Qtrs
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $15.79M USD 3 Qtrs
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $6.17M USD 1 Quarter
Repairs and maintenance CostOfPropertyRepairsAndMaintenance $5.60M USD 1 Quarter
Insurance RealEstateInsurance $1.69M USD 3 Qtrs
Insurance RealEstateInsurance $376.00K USD 1 Quarter
Insurance RealEstateInsurance $1.11M USD 3 Qtrs
Insurance RealEstateInsurance $590.00K USD 1 Quarter
Loss on lease terminations GainLossOnContractTermination $-146.00K USD 3 Qtrs
Total expenses from rental operations CostOfRevenue $71.48M USD 3 Qtrs
Total expenses from rental operations CostOfRevenue $24.90M USD 1 Quarter
Total expenses from rental operations CostOfRevenue $24.23M USD 1 Quarter
Total expenses from rental operations CostOfRevenue $73.16M USD 3 Qtrs
Administrative expenses GeneralAndAdministrativeExpense $61.00K USD 1 Quarter
Administrative expenses GeneralAndAdministrativeExpense $154.00K USD 1 Quarter
Administrative expenses GeneralAndAdministrativeExpense $290.00K USD 3 Qtrs
Administrative expenses GeneralAndAdministrativeExpense $361.00K USD 3 Qtrs
Advisory fees AdvisoryManagementFees $727.00K USD 1 Quarter
Advisory fees AdvisoryManagementFees $2.11M USD 3 Qtrs
Advisory fees AdvisoryManagementFees $2.17M USD 3 Qtrs
Advisory fees AdvisoryManagementFees $714.00K USD 1 Quarter
Acquisition and disposition expenses AcquisitionAndDispositionRelatedExpenses $583.00K USD 3 Qtrs
Acquisition and disposition expenses AcquisitionAndDispositionRelatedExpenses $434.00K USD 1 Quarter
Acquisition and disposition expenses AcquisitionAndDispositionRelatedExpenses $1.38M USD 3 Qtrs
Trustee fees TrusteeFees $19.00K USD 1 Quarter
Trustee fees TrusteeFees $44.00K USD 3 Qtrs
Trustee fees TrusteeFees $12.00K USD 1 Quarter
Trustee fees TrusteeFees $53.00K USD 3 Qtrs
Legal and accounting ProfessionalFees $385.00K USD 3 Qtrs
Legal and accounting ProfessionalFees $126.00K USD 1 Quarter
Legal and accounting ProfessionalFees $98.00K USD 1 Quarter
Legal and accounting ProfessionalFees $539.00K USD 3 Qtrs
Total Administration of REIT OperatingExpenses $885.00K USD 1 Quarter
Total Administration of REIT OperatingExpenses $4.21M USD 3 Qtrs
Total Administration of REIT OperatingExpenses $1.46M USD 1 Quarter
Total Administration of REIT OperatingExpenses $3.70M USD 3 Qtrs
Total expenses CostsAndExpenses $76.87M USD 3 Qtrs
Total expenses CostsAndExpenses $25.69M USD 1 Quarter
Total expenses CostsAndExpenses $25.79M USD 1 Quarter
Total expenses CostsAndExpenses $75.69M USD 3 Qtrs
Income from operations OperatingIncomeLoss $2.87M USD 1 Quarter
Income from operations OperatingIncomeLoss $9.51M USD 3 Qtrs
Income from operations OperatingIncomeLoss $10.90M USD 3 Qtrs
Income from operations OperatingIncomeLoss $3.56M USD 1 Quarter
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $445.00K USD 3 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $743.00K USD 3 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $161.00K USD 1 Quarter
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $373.00K USD 1 Quarter
Other income OtherNonoperatingIncome $20.00K USD 1 Quarter
Other income OtherNonoperatingIncome $45.00K USD 1 Quarter
Other income OtherNonoperatingIncome $206.00K USD 3 Qtrs
Other income OtherNonoperatingIncome $70.00K USD 3 Qtrs
Gain (loss) on sale of real estate and non-real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $-3.00K USD 1 Quarter
Gain (loss) on sale of real estate and non-real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $3.21M USD 1 Quarter
Gain (loss) on sale of real estate and non-real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $4.30M USD 3 Qtrs
Gain (loss) on sale of real estate and non-real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $2.05M USD 3 Qtrs
Gain on change in control of real estate investments GainOnChangeInControlOfInvestmentProperty $2.19M USD 3 Qtrs
Gain on sale of investment in equity method investee GainLossOnSaleOfEquityInvestments $3.00K USD 3 Qtrs
Gain on involuntary conversion GainLossOnInvoluntaryConversions $189.00K USD 3 Qtrs
Gain on involuntary conversion GainLossOnInvoluntaryConversions $1.47M USD 3 Qtrs
Gain on involuntary conversion GainLossOnInvoluntaryConversions $100.00K USD 1 Quarter
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $390.00K USD 1 Quarter
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $3.52M USD 1 Quarter
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $6.42M USD 3 Qtrs
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $5.24M USD 3 Qtrs
Net income ProfitLoss $3.26M USD 1 Quarter
Net income ProfitLoss $14.75M USD 3 Qtrs
Net income ProfitLoss $7.08M USD 1 Quarter
Net income ProfitLoss $17.32M USD 3 Qtrs
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $2.26M USD 1 Quarter
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $10.15M USD 3 Qtrs
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $4.74M USD 1 Quarter
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $11.65M USD 3 Qtrs
Net (loss) attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-127.00K USD 3 Qtrs
Net (loss) attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-222.00K USD 3 Qtrs
Net (loss) attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-34.00K USD 1 Quarter
Net (loss) attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-90.00K USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $2.38M USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $1.08M USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $4.82M USD 3 Qtrs
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $5.80M USD 3 Qtrs
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.59 USD 3 Qtrs
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.13 USD 1 Quarter
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.27 USD 1 Quarter
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.66 USD 3 Qtrs
Net income ProfitLoss $3.26M USD 1 Quarter
Net income ProfitLoss $14.75M USD 3 Qtrs
Net income ProfitLoss $7.08M USD 1 Quarter
Net income ProfitLoss $17.32M USD 3 Qtrs
Other comprehensive gain - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $32.00K USD 3 Qtrs
Other comprehensive gain - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $8.00K USD 1 Quarter
Other comprehensive gain - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $17.00K USD 1 Quarter
Other comprehensive gain - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $57.00K USD 3 Qtrs
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $7.09M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $3.27M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $14.80M USD 3 Qtrs
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $17.35M USD 3 Qtrs
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $4.71M USD 1 Quarter
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $9.96M USD 3 Qtrs
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $2.19M USD 1 Quarter
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $11.55M USD 3 Qtrs
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $4.84M USD 3 Qtrs
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $2.38M USD 1 Quarter
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $5.81M USD 3 Qtrs
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $1.09M USD 1 Quarter
Cash Flow Statement 87 line items
Line Item Tag Value Unit Period
Net income ProfitLoss $3.26M USD 1 Quarter
Net income ProfitLoss $14.75M USD 3 Qtrs
Net income ProfitLoss $7.08M USD 1 Quarter
Net income ProfitLoss $17.32M USD 3 Qtrs
Gain on sale of real estate investments GainsLossesOnSalesOfInvestmentRealEstate $4.30M USD 3 Qtrs
Gain on sale of real estate investments GainsLossesOnSalesOfInvestmentRealEstate $2.07M USD 3 Qtrs
Loss on sale of non-real estate investments GainLossOnSaleOfOtherInvestments $-23.00K USD 3 Qtrs
(Gain) on change in control of real estate investment GainOnChangeInControlOfInvestmentProperty $2.19M USD 3 Qtrs
Gain on involuntary conversion GainOnBusinessInterruptionInsuranceRecovery $189.00K USD 3 Qtrs
Gain on involuntary conversion GainOnBusinessInterruptionInsuranceRecovery $1.47M USD 3 Qtrs
Loss on lease terminations GainLossOnContractTermination $-146.00K USD 3 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $445.00K USD 3 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $743.00K USD 3 Qtrs
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $161.00K USD 1 Quarter
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $373.00K USD 1 Quarter
Distributions of earnings of unconsolidated affiliates EquityMethodInvestmentDividendsOrDistributions $445.00K USD 3 Qtrs
Distributions of earnings of unconsolidated affiliates EquityMethodInvestmentDividendsOrDistributions $80.00K USD 3 Qtrs
Allowance for uncollectible accounts receivable ProvisionForDoubtfulAccounts $-567.00K USD 3 Qtrs
Depreciation Depreciation $4.76M USD 1 Quarter
Depreciation Depreciation $14.27M USD 3 Qtrs
Depreciation Depreciation $4.82M USD 1 Quarter
Depreciation Depreciation $14.27M USD 3 Qtrs
Amortization AmortizationOfIntangibleAssets $1.85M USD 3 Qtrs
Amortization AmortizationOfIntangibleAssets $1.59M USD 3 Qtrs
Amortization of debt issuance costs AmortizationOfFinancingCosts $523.00K USD 3 Qtrs
Amortization of debt issuance costs AmortizationOfFinancingCosts $561.00K USD 3 Qtrs
Due from related party IncreaseDecreaseInDueFromRelatedPartiesCurrent $44.00K USD 3 Qtrs
Due from related party IncreaseDecreaseInDueFromRelatedPartiesCurrent $-32.00K USD 3 Qtrs
Receivables IncreaseDecreaseInAccountsReceivable $81.00K USD 3 Qtrs
Receivables IncreaseDecreaseInAccountsReceivable $-751.00K USD 3 Qtrs
Prepaid expenses IncreaseDecreaseInPrepaidExpense $659.00K USD 3 Qtrs
Prepaid expenses IncreaseDecreaseInPrepaidExpense $430.00K USD 3 Qtrs
Other assets IncreaseDecreaseInOtherOperatingAssets $-24.00K USD 3 Qtrs
Other assets IncreaseDecreaseInOtherOperatingAssets $1.31M USD 3 Qtrs
Due to related party IncreaseDecreaseInDueToRelatedParties $-532.00K USD 3 Qtrs
Due to related party IncreaseDecreaseInDueToRelatedParties $157.00K USD 3 Qtrs
Tenant security deposits payable IncreaseDecreaseInSecurityDeposits $-1.00K USD 3 Qtrs
Tenant security deposits payable IncreaseDecreaseInSecurityDeposits $176.00K USD 3 Qtrs
Accounts payable - trade IncreaseDecreaseInAccountsPayable $-96.00K USD 3 Qtrs
Accounts payable - trade IncreaseDecreaseInAccountsPayable $876.00K USD 3 Qtrs
Accrued expenses and other liabilities IncreaseDecreaseInAccruedLiabilities $1.71M USD 3 Qtrs
Accrued expenses and other liabilities IncreaseDecreaseInAccruedLiabilities $1.21M USD 3 Qtrs
NET CASH PROVIDED BY OPERATING ACTIVITIES NetCashProvidedByUsedInOperatingActivities $28.35M USD 3 Qtrs
NET CASH PROVIDED BY OPERATING ACTIVITIES NetCashProvidedByUsedInOperatingActivities $27.29M USD 3 Qtrs
Purchase of real estate investment properties PaymentsToAcquireAndDevelopRealEstate $6.08M USD 3 Qtrs
Purchase of real estate investment properties PaymentsToAcquireAndDevelopRealEstate $7.91M USD 3 Qtrs
Capital expenditures and tenant improvements PaymentsForLeasingCostsCommissionsAndTenantImprovements $9.12M USD 3 Qtrs
Capital expenditures and tenant improvements PaymentsForLeasingCostsCommissionsAndTenantImprovements $8.64M USD 3 Qtrs
Proceeds from sale of real estate investments and non-real estate investments PaymentsForProceedsFromInvestments $-4.44M USD 3 Qtrs
Proceeds from sale of real estate investments and non-real estate investments PaymentsForProceedsFromInvestments $-13.05M USD 3 Qtrs
Proceeds from involuntary conversion ProceedsFromInsuranceForInvoluntaryConversions $1.11M USD 3 Qtrs
Proceeds from involuntary conversion ProceedsFromInsuranceForInvoluntaryConversions $1.94M USD 3 Qtrs
Investment in unconsolidated affiliates PaymentsToAcquireEquityMethodInvestments $294.00K USD 3 Qtrs
Investment in unconsolidated affiliates PaymentsToAcquireEquityMethodInvestments $81.00K USD 3 Qtrs
Distributions in excess of earnings received from unconsolidated affiliates ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital $743.00K USD 3 Qtrs
Distributions in excess of earnings received from unconsolidated affiliates ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital $88.00K USD 3 Qtrs
Notes receivable payments received ProceedsFromCollectionOfNotesReceivable $642.00K USD 3 Qtrs
NET CASH USED IN INVESTING ACTIVITIES NetCashProvidedByUsedInInvestingActivities $-9.56M USD 3 Qtrs
NET CASH USED IN INVESTING ACTIVITIES NetCashProvidedByUsedInInvestingActivities $-548.00K USD 3 Qtrs
Payments for financing, debt issuance and lease costs PaymentsOfFinancingCosts $272.00K USD 3 Qtrs
Payments for financing, debt issuance and lease costs PaymentsOfFinancingCosts $442.00K USD 3 Qtrs
Principal payments on special assessments payable PrincipalPaymentsOnSpecialAssessmentsPayable $141.00K USD 3 Qtrs
Principal payments on special assessments payable PrincipalPaymentsOnSpecialAssessmentsPayable $420.00K USD 3 Qtrs
Proceeds from issuance of mortgage notes payable and subordinated debt ProceedsFromIssuanceOfLongTermDebt $10.28M USD 3 Qtrs
Proceeds from issuance of mortgage notes payable and subordinated debt ProceedsFromIssuanceOfLongTermDebt $23.92M USD 3 Qtrs
Principal payments on mortgage notes payable RepaymentsOfLongTermDebt $16.63M USD 3 Qtrs
Principal payments on mortgage notes payable RepaymentsOfLongTermDebt $12.03M USD 3 Qtrs
Advances on lines of credit ProceedsFromLinesOfCredit $3.81M USD 3 Qtrs
Payments on lines of credit RepaymentsOfLinesOfCredit $3.81M USD 3 Qtrs
Proceeds from issuance of shares under optional purchase plan ProceedsFromIssuanceOfSharesUnderOptionalPurchasePlan $2.19M USD 3 Qtrs
Proceeds from issuance of shares under optional purchase plan ProceedsFromIssuanceOfSharesUnderOptionalPurchasePlan $3.08M USD 3 Qtrs
Shares/units redeemed PaymentsForRepurchaseOfCommonStock $2.17M USD 3 Qtrs
Shares/units redeemed PaymentsForRepurchaseOfCommonStock $1.53M USD 3 Qtrs
Dividends/distributions paid PaymentsOfDividendsCommonStock $15.20M USD 3 Qtrs
Dividends/distributions paid PaymentsOfDividendsCommonStock $16.00M USD 3 Qtrs
NET CASH USED IN FINANCING ACTIVITIES NetCashProvidedByUsedInFinancingActivities $-17.25M USD 3 Qtrs
NET CASH USED IN FINANCING ACTIVITIES NetCashProvidedByUsedInFinancingActivities $-8.11M USD 3 Qtrs
NET CHANGE IN CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $10.55M USD 3 Qtrs
NET CHANGE IN CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $9.62M USD 3 Qtrs
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 $20.55M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT BEGINNING OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $28.89M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT BEGINNING OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $31.11M 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 $20.55M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT END OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $28.89M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT END OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $31.11M USD Point-in-time
Stockholders Equity 25 line items
Line Item Tag Value Unit Period
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $273.77M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $277.99M USD Point-in-time
Beginning Balance (in shares) CommonStockSharesOutstanding 8.84M shares Point-in-time
Beginning Balance (in shares) CommonStockSharesOutstanding 8.49M shares Point-in-time
Shares issued pursuant to trustee compensation plan StockIssuedDuringPeriodValueShareBasedCompensationGross $57.00K USD 3 Qtrs
Contribution of assets in exchange for the issuance of noncontrolling interest shares NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest $2.18M USD 3 Qtrs
Shares/units redeemed StockRepurchasedDuringPeriodValue $2.17M USD 3 Qtrs
Dividends declared DividendsCommonStockCash $20.06M USD 3 Qtrs
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $4.26M USD 3 Qtrs
Dividends reinvested - stock dividend (in shares) StockIssuedDuringPeriodSharesDividendReinvestmentPlan 247,000.00 shares 3 Qtrs
Dividends reinvested - stock dividend (in shares) StockIssuedDuringPeriodSharesDividendReinvestmentPlan 243,000.00 shares 3 Qtrs
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $3.08M USD 3 Qtrs
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $32.00K USD 3 Qtrs
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $8.00K USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $17.00K USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $57.00K USD 3 Qtrs
Distributions paid to consolidated real estate entity noncontrolling interests MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders $477.00K USD 3 Qtrs
Net income ProfitLoss $3.26M USD 1 Quarter
Net income ProfitLoss $14.75M USD 3 Qtrs
Net income ProfitLoss $7.08M USD 1 Quarter
Net income ProfitLoss $17.32M USD 3 Qtrs
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $273.77M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $277.99M USD Point-in-time
Ending balance (in shares) CommonStockSharesOutstanding 8.84M 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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