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10-K Filing

STERLING REAL ESTATE TRUST CIK: 1412502 FY 2018
Filing Information
Form Type 10-K
Accession Number 0001558370-19-002132
Period End Date 20181231
Filing Date 20190315
Fiscal Year 2018
Fiscal Period FY
XBRL Instance sret-20181231.xml
Filing Contents
Balance Sheet 62 line items
Line Item Tag Value Unit Period
Accumulated amortization on intangible assets FiniteLivedIntangibleAssetsAccumulatedAmortization $12.93M USD Point-in-time
Accumulated amortization on intangible assets FiniteLivedIntangibleAssetsAccumulatedAmortization $13.71M USD Point-in-time
Accumulated amortization on unfavorable leases DeferredRevenueLeasesAccumulatedAmortization $1.62M USD Point-in-time
Land and land improvements LandAndLandImprovements $114.03M USD Point-in-time
Accumulated amortization on unfavorable leases DeferredRevenueLeasesAccumulatedAmortization $1.39M USD Point-in-time
Land and land improvements LandAndLandImprovements $110.95M USD Point-in-time
Building and improvements InvestmentBuildingAndBuildingImprovements $647.38M USD Point-in-time
Building and improvements InvestmentBuildingAndBuildingImprovements $675.31M USD Point-in-time
Construction in progress DevelopmentInProcess $1.38M USD Point-in-time
Construction in progress DevelopmentInProcess $1.36M USD Point-in-time
Real estate investments RealEstateInvestmentPropertyAtCost $715.30M USD Point-in-time
Real estate investments RealEstateInvestmentPropertyAtCost $669.48M USD Point-in-time
Real estate investments RealEstateInvestmentPropertyAtCost $790.70M USD Point-in-time
Real estate investments RealEstateInvestmentPropertyAtCost $759.70M USD Point-in-time
Less accumulated depreciation RealEstateInvestmentPropertyAccumulatedDepreciation $111.03M USD Point-in-time
Less accumulated depreciation RealEstateInvestmentPropertyAccumulatedDepreciation $128.11M USD Point-in-time
Less accumulated depreciation RealEstateInvestmentPropertyAccumulatedDepreciation $92.33M USD Point-in-time
Less accumulated depreciation RealEstateInvestmentPropertyAccumulatedDepreciation $74.97M USD Point-in-time
Real estate investments, net RealEstateInvestmentPropertyNet $648.68M USD Point-in-time
Real estate investments, net RealEstateInvestmentPropertyNet $662.58M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $12.49M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $21.21M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $12.03M USD Point-in-time
Restricted deposits RestrictedCashAndCashEquivalents $8.85M USD Point-in-time
Restricted deposits RestrictedCashAndCashEquivalents $8.06M USD Point-in-time
Restricted deposits RestrictedCashAndCashEquivalents $7.24M USD Point-in-time
Investment in unconsolidated affiliates InvestmentsInAffiliatesSubsidiariesAssociatesAndJointVentures $2.69M USD Point-in-time
Investment in unconsolidated affiliates InvestmentsInAffiliatesSubsidiariesAssociatesAndJointVentures $2.77M USD Point-in-time
Lease intangible assets, less accumulated amortization of $13,714 in 2018 and $12,932 in 2017 IntangibleAssetsNetExcludingGoodwill $10.98M USD Point-in-time
Lease intangible assets, less accumulated amortization of $13,714 in 2018 and $12,932 in 2017 IntangibleAssetsNetExcludingGoodwill $13.26M USD Point-in-time
Other assets OtherAssets $6.34M USD Point-in-time
Other assets OtherAssets $8.15M USD Point-in-time
Total Assets Assets $691.61M USD Point-in-time
Total Assets Assets $714.47M USD Point-in-time
Mortgage notes payable, net NotesPayable $406.02M USD Point-in-time
Mortgage notes payable, net NotesPayable $394.84M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $6.44M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $6.83M USD Point-in-time
Tenant security deposits payable SecurityDepositLiability $4.04M USD Point-in-time
Tenant security deposits payable SecurityDepositLiability $4.29M USD Point-in-time
Lease intangible liabilities, less accumulated amortization of $1,621 in 2018 and $1,386 in 2017 OffMarketLeaseUnfavorable $1.47M USD Point-in-time
Lease intangible liabilities, less accumulated amortization of $1,621 in 2018 and $1,386 in 2017 OffMarketLeaseUnfavorable $1.78M USD Point-in-time
Accrued expenses and other liabilities AccruedLiabilitiesCurrentAndNoncurrent $10.74M USD Point-in-time
Accrued expenses and other liabilities AccruedLiabilitiesCurrentAndNoncurrent $12.12M USD Point-in-time
Total Liabilities Liabilities $430.72M USD Point-in-time
Total Liabilities Liabilities $417.83M USD Point-in-time
COMMITMENTS and CONTINGENCIES - Note 16 CommitmentsAndContingencies - USD Point-in-time
COMMITMENTS and CONTINGENCIES - Note 16 CommitmentsAndContingencies - USD Point-in-time
Beneficial interest StockholdersEquityAttributableToParentBeneficialInterest $90.82M USD Point-in-time
Beneficial interest StockholdersEquityAttributableToParentBeneficialInterest $97.88M USD Point-in-time
Noncontrolling interest in operating partnership MinorityInterestInOperatingPartnerships $183.36M USD Point-in-time
Noncontrolling interest in operating partnership MinorityInterestInOperatingPartnerships $179.84M USD Point-in-time
Noncontrolling in partially owned properties MinorityInterestInPartiallyOwnedProperties $3.18M USD Point-in-time
Noncontrolling in partially owned properties MinorityInterestInPartiallyOwnedProperties $2.54M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-30.00K USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-65.00K USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $283.75M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $273.77M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $258.65M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $240.43M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $714.47M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $691.61M USD Point-in-time
Income Statement 125 line items
Line Item Tag Value Unit Period
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $108.14M USD Annual
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $111.11M USD Annual
Real estate rental income OperatingLeasesIncomeStatementMinimumLeaseRevenue $101.89M USD Annual
Tenant reimbursements RevenueFromContractWithCustomerExcludingAssessedTax $6.18M USD Annual
Tenant reimbursements RevenueFromContractWithCustomerExcludingAssessedTax $6.12M USD Annual
Tenant reimbursements RevenueFromContractWithCustomerExcludingAssessedTax $6.16M USD Annual
Total income from rental operations Revenues $108.06M USD Annual
Total income from rental operations Revenues $117.23M USD Annual
Total income from rental operations Revenues $29.23M USD 1 Quarter
Total income from rental operations Revenues $29.46M USD 1 Quarter
Total income from rental operations Revenues $29.25M USD 1 Quarter
Total income from rental operations Revenues $29.29M USD 1 Quarter
Total income from rental operations Revenues $28.03M USD 1 Quarter
Total income from rental operations Revenues $28.66M USD 1 Quarter
Total income from rental operations Revenues $28.51M USD 1 Quarter
Total income from rental operations Revenues $114.30M USD Annual
Total income from rental operations Revenues $29.10M USD 1 Quarter
Operating expenses, excluding real estate taxes OperatingExpensesExcludingRealEstateTaxes $41.17M USD Annual
Operating expenses, excluding real estate taxes OperatingExpensesExcludingRealEstateTaxes $43.69M USD Annual
Operating expenses, excluding real estate taxes OperatingExpensesExcludingRealEstateTaxes $45.96M USD Annual
Real estate taxes RealEstateTaxExpense $11.05M USD Annual
Real estate taxes RealEstateTaxExpense $9.52M USD Annual
Real estate taxes RealEstateTaxExpense $11.62M USD Annual
Depreciation and amortization DepreciationAndAmortization $21.54M USD Annual
Depreciation and amortization DepreciationAndAmortization $22.14M USD Annual
Depreciation and amortization DepreciationAndAmortization $21.35M USD Annual
Interest FinancingInterestExpense $18.33M USD Annual
Interest FinancingInterestExpense $18.37M USD Annual
Interest FinancingInterestExpense $18.63M USD Annual
Gain (loss) on lease terminations GainLossOnContractTermination $-146.00K USD Annual
Gain (loss) on lease terminations GainLossOnContractTermination $22.00K USD Annual
Gain (loss) on lease terminations GainLossOnContractTermination $-299.00K USD Annual
Total expenses from rental operations CostOfRevenue $91.50M USD Annual
Total expenses from rental operations CostOfRevenue $97.24M USD Annual
Total expenses from rental operations CostOfRevenue $95.06M USD Annual
Administration of REIT OperatingExpenses $5.14M USD Annual
Administration of REIT OperatingExpenses $5.60M USD Annual
Administration of REIT OperatingExpenses $4.10M USD Annual
Total expenses CostsAndExpenses $97.10M USD Annual
Total expenses CostsAndExpenses $101.34M USD Annual
Total expenses CostsAndExpenses $100.21M USD Annual
Income from operations OperatingIncomeLoss $15.89M USD Annual
Income from operations OperatingIncomeLoss $14.09M USD Annual
Income from operations OperatingIncomeLoss $10.96M USD Annual
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $1.02M USD Annual
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $1.02M USD Annual
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $634.00K USD Annual
Other income OtherNonoperatingIncome $83.00K USD Annual
Other income OtherNonoperatingIncome $273.00K USD Annual
Other income OtherNonoperatingIncome $85.00K USD Annual
Gain (loss) on sale of real estate and non-real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $-321.00K USD Annual
Gain (loss) on sale of real estate and non-real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $2.05M USD Annual
Gain (loss) on sale of real estate and non-real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $3.71M USD Annual
Gain on change in control of real estate investments GainOnChangeInControlOfInvestmentProperty $2.19M USD Annual
Gain on change in control of real estate investments GainOnChangeInControlOfInvestmentProperty $550.00K USD Annual
Gain on sale of investment in equity method investee GainLossOnSaleOfEquityInvestments $597.00K USD Annual
Gain on sale of investment in equity method investee GainLossOnSaleOfEquityInvestments $3.00K USD Annual
Gain (loss) on involuntary conversion GainLossOnInvoluntaryConversions $452.00K USD Annual
Gain (loss) on involuntary conversion GainLossOnInvoluntaryConversions $1.47M USD Annual
Gain (loss) on involuntary conversion GainLossOnInvoluntaryConversions $-34.00K USD Annual
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $1.89M USD Annual
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $5.79M USD Annual
Total other income (expense) NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $6.09M USD Annual
Net income ProfitLoss $5.26M USD 1 Quarter
Net income ProfitLoss $12.86M USD Annual
Net income ProfitLoss $7.08M USD 1 Quarter
Net income ProfitLoss $19.88M USD Annual
Net income ProfitLoss $8.29M USD 1 Quarter
Net income ProfitLoss $3.20M USD 1 Quarter
Net income ProfitLoss $5.14M USD 1 Quarter
Net income ProfitLoss $21.98M USD Annual
Net income ProfitLoss $4.98M USD 1 Quarter
Net income ProfitLoss $3.26M USD 1 Quarter
Net income ProfitLoss $4.66M USD 1 Quarter
Net income (loss) attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $9.03M USD Annual
Net income (loss) attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $14.77M USD Annual
Net income (loss) attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $13.63M USD Annual
Net income (loss) attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-164.00K USD Annual
Net income (loss) attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-265.00K USD Annual
Net income (loss) attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-602.00K USD Annual
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $2.68M USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $1.06M USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $7.37M USD Annual
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $6.51M USD Annual
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $4.42M USD Annual
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $1.69M USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $1.58M USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $1.68M 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 $2.38M USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $1.74M 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 $0.19 USD 1 Quarter
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.78 USD Annual
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.56 USD Annual
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.13 USD 1 Quarter
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.84 USD Annual
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.20 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 $0.13 USD 1 Quarter
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.18 USD 1 Quarter
Net income per common share, basic and diluted EarningsPerShareBasicAndDiluted $0.33 USD 1 Quarter
Net income ProfitLoss $5.26M USD 1 Quarter
Net income ProfitLoss $12.86M USD Annual
Net income ProfitLoss $7.08M USD 1 Quarter
Net income ProfitLoss $19.88M USD Annual
Net income ProfitLoss $8.29M USD 1 Quarter
Net income ProfitLoss $3.20M USD 1 Quarter
Net income ProfitLoss $5.14M USD 1 Quarter
Net income ProfitLoss $21.98M USD Annual
Net income ProfitLoss $4.98M USD 1 Quarter
Net income ProfitLoss $3.26M USD 1 Quarter
Net income ProfitLoss $4.66M USD 1 Quarter
Other comprehensive gain - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $35.00K USD Annual
Other comprehensive gain - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $74.00K USD Annual
Other comprehensive gain - change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $80.00K USD Annual
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $12.93M USD Annual
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $22.01M USD Annual
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $19.96M USD Annual
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $8.48M USD Annual
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $14.63M USD Annual
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $13.42M USD Annual
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $6.54M USD Annual
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $7.38M USD Annual
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $4.45M USD Annual
Cash Flow Statement 117 line items
Line Item Tag Value Unit Period
Net income ProfitLoss $5.26M USD 1 Quarter
Net income ProfitLoss $12.86M USD Annual
Net income ProfitLoss $7.08M USD 1 Quarter
Net income ProfitLoss $19.88M USD Annual
Net income ProfitLoss $8.29M USD 1 Quarter
Net income ProfitLoss $3.20M USD 1 Quarter
Net income ProfitLoss $5.14M USD 1 Quarter
Net income ProfitLoss $21.98M USD Annual
Net income ProfitLoss $4.98M USD 1 Quarter
Net income ProfitLoss $3.26M USD 1 Quarter
Net income ProfitLoss $4.66M USD 1 Quarter
Gain on sale of real estate investments GainsLossesOnSalesOfInvestmentRealEstate $3.71M USD Annual
Gain on sale of real estate investments GainsLossesOnSalesOfInvestmentRealEstate $2.07M USD Annual
Gain on sale of real estate investments GainsLossesOnSalesOfInvestmentRealEstate $-316.00K USD Annual
Loss on sale of non-real estate investments GainLossOnSaleOfOtherInvestments $-4.00K USD Annual
Loss on sale of non-real estate investments GainLossOnSaleOfOtherInvestments $-23.00K USD Annual
(Gain) on change in control of real estate investment GainOnChangeInControlOfInvestmentProperty $2.19M USD Annual
(Gain) on change in control of real estate investment GainOnChangeInControlOfInvestmentProperty $550.00K USD Annual
(Gain) on sale of joint venture interest GainLossFromDivestitureOfInterestInJointVenture $597.00K USD Annual
Gain on involuntary conversion GainLossOnInvoluntaryConversions $452.00K USD Annual
Gain on involuntary conversion GainLossOnInvoluntaryConversions $1.47M USD Annual
Gain on involuntary conversion GainLossOnInvoluntaryConversions $-34.00K USD Annual
Loss on lease terminations GainLossOnContractTerminationCashFlowImpact $-146.00K USD Annual
Loss on lease terminations GainLossOnContractTerminationCashFlowImpact $-299.00K USD Annual
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $1.02M USD Annual
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $1.02M USD Annual
Equity in income of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $634.00K USD Annual
Distributions of earnings of unconsolidated affiliates EquityMethodInvestmentDividendsOrDistributions $1.02M USD Annual
Distributions of earnings of unconsolidated affiliates EquityMethodInvestmentDividendsOrDistributions $1.01M USD Annual
Distributions of earnings of unconsolidated affiliates EquityMethodInvestmentDividendsOrDistributions $634.00K USD Annual
Allowance for uncollectible accounts receivable ProvisionForDoubtfulAccounts $560.00K USD Annual
Depreciation Depreciation $19.06M USD Annual
Depreciation Depreciation $19.16M USD Annual
Depreciation Depreciation $18.51M USD Annual
Amortization AmortizationOfIntangibleAssets $3.54M USD Annual
Amortization AmortizationOfIntangibleAssets $2.43M USD Annual
Amortization AmortizationOfIntangibleAssets $2.13M USD Annual
Amortization of debt issuance costs AmortizationOfFinancingCosts $694.00K USD Annual
Amortization of debt issuance costs AmortizationOfFinancingCosts $708.00K USD Annual
Amortization of debt issuance costs AmortizationOfFinancingCosts $769.00K USD Annual
Other assets IncreaseDecreaseInOtherOperatingAssets $-74.00K USD Annual
Other assets IncreaseDecreaseInOtherOperatingAssets $441.00K USD Annual
Other assets IncreaseDecreaseInOtherOperatingAssets $2.98M USD Annual
Tenant security deposits payable IncreaseDecreaseInSecurityDeposits $103.00K USD Annual
Tenant security deposits payable IncreaseDecreaseInSecurityDeposits $149.00K USD Annual
Tenant security deposits payable IncreaseDecreaseInSecurityDeposits $85.00K USD Annual
Accrued expenses and other liabilities IncreaseDecreaseInAccruedLiabilities $-276.00K USD Annual
Accrued expenses and other liabilities IncreaseDecreaseInAccruedLiabilities $173.00K USD Annual
Accrued expenses and other liabilities IncreaseDecreaseInAccruedLiabilities $1.96M USD Annual
NET CASH PROVIDED BY OPERATING ACTIVITIES NetCashProvidedByUsedInOperatingActivities $35.00M USD Annual
NET CASH PROVIDED BY OPERATING ACTIVITIES NetCashProvidedByUsedInOperatingActivities $38.42M USD Annual
NET CASH PROVIDED BY OPERATING ACTIVITIES NetCashProvidedByUsedInOperatingActivities $37.48M USD Annual
Purchase of real estate investment properties PaymentsToAcquireAndDevelopRealEstate $8.79M USD Annual
Purchase of real estate investment properties PaymentsToAcquireAndDevelopRealEstate $20.42M USD Annual
Purchase of real estate investment properties PaymentsToAcquireAndDevelopRealEstate $9.74M USD Annual
Capital expenditures and tenant improvements PaymentsForLeasingCostsCommissionsAndTenantImprovements $10.85M USD Annual
Capital expenditures and tenant improvements PaymentsForLeasingCostsCommissionsAndTenantImprovements $10.27M USD Annual
Capital expenditures and tenant improvements PaymentsForLeasingCostsCommissionsAndTenantImprovements $11.05M USD Annual
Proceeds from sale of real estate investments and non-real estate investments PaymentsForProceedsFromInvestments $-12.48M USD Annual
Proceeds from sale of real estate investments and non-real estate investments PaymentsForProceedsFromInvestments $-1.41M USD Annual
Proceeds from sale of real estate investments and non-real estate investments PaymentsForProceedsFromInvestments $-4.44M USD Annual
Proceeds from involuntary conversion ProceedsFromInsuranceForInvoluntaryConversions $973.00K USD Annual
Proceeds from involuntary conversion ProceedsFromInsuranceForInvoluntaryConversions $1.11M USD Annual
Proceeds from involuntary conversion ProceedsFromInsuranceForInvoluntaryConversions $1.94M USD Annual
Proceeds from sale of joint venture interest ProceedsFromDivestitureOfInterestInJointVenture $2.60M USD Annual
Investment in unconsolidated affiliates PaymentsToAcquireEquityMethodInvestments $294.00K USD Annual
Investment in unconsolidated affiliates PaymentsToAcquireEquityMethodInvestments $67.00K USD Annual
Investment in unconsolidated affiliates PaymentsToAcquireEquityMethodInvestments $81.00K USD Annual
Distributions in excess of earnings received from unconsolidated affiliates ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital $162.00K USD Annual
Distributions in excess of earnings received from unconsolidated affiliates ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital $92.00K USD Annual
Distributions in excess of earnings received from unconsolidated affiliates ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital $542.00K USD Annual
Notes receivable payments received ProceedsFromCollectionOfNotesReceivable $9.00K USD Annual
Notes receivable payments received ProceedsFromCollectionOfNotesReceivable $642.00K USD Annual
NET CASH USED IN INVESTING ACTIVITIES NetCashProvidedByUsedInInvestingActivities $-13.02M USD Annual
NET CASH USED IN INVESTING ACTIVITIES NetCashProvidedByUsedInInvestingActivities $-17.02M USD Annual
NET CASH USED IN INVESTING ACTIVITIES NetCashProvidedByUsedInInvestingActivities $-15.13M USD Annual
Payments for financing, debt issuance and lease costs PaymentsOfFinancingCosts $446.00K USD Annual
Payments for financing, debt issuance and lease costs PaymentsOfFinancingCosts $486.00K USD Annual
Payments for financing, debt issuance and lease costs PaymentsOfFinancingCosts $707.00K USD Annual
Payments on investment certificates and subordinated debt PaymentsOnInvestmentCertificates $50.00K USD Annual
Payments on investment certificates and subordinated debt PaymentsOnInvestmentCertificates $50.00K USD Annual
Principal payments on special assessments payable PrincipalPaymentsOnSpecialAssessmentsPayable $1.98M USD Annual
Principal payments on special assessments payable PrincipalPaymentsOnSpecialAssessmentsPayable $1.27M USD Annual
Principal payments on special assessments payable PrincipalPaymentsOnSpecialAssessmentsPayable $284.00K USD Annual
Proceeds from issuance of mortgage notes payable and subordinated debt ProceedsFromIssuanceOfLongTermDebt $23.73M USD Annual
Proceeds from issuance of mortgage notes payable and subordinated debt ProceedsFromIssuanceOfLongTermDebt $20.27M USD Annual
Proceeds from issuance of mortgage notes payable and subordinated debt ProceedsFromIssuanceOfLongTermDebt $23.92M USD Annual
Principal payments on mortgage notes payable RepaymentsOfLongTermDebt $13.35M USD Annual
Principal payments on mortgage notes payable RepaymentsOfLongTermDebt $15.06M USD Annual
Principal payments on mortgage notes payable RepaymentsOfLongTermDebt $26.21M USD Annual
Advances on lines of credit ProceedsFromLinesOfCredit $3.81M USD Annual
Advances on lines of credit ProceedsFromLinesOfCredit $6.67M USD Annual
Payments on lines of credit RepaymentsOfLinesOfCredit $3.81M USD Annual
Payments on lines of credit RepaymentsOfLinesOfCredit $6.67M USD Annual
Proceeds from issuance of shares under optional purchase plan ProceedsFromIssuanceOfSharesUnderOptionalPurchasePlan $4.18M USD Annual
Proceeds from issuance of shares under optional purchase plan ProceedsFromIssuanceOfSharesUnderOptionalPurchasePlan $3.54M USD Annual
Proceeds from issuance of shares under optional purchase plan ProceedsFromIssuanceOfSharesUnderOptionalPurchasePlan $2.15M USD Annual
Shares/units redeemed PaymentsForRepurchaseOfCommonStock $2.39M USD Annual
Shares/units redeemed PaymentsForRepurchaseOfCommonStock $2.06M USD Annual
Shares/units redeemed PaymentsForRepurchaseOfCommonStock $2.43M USD Annual
Dividends/distributions paid PaymentsOfDividendsCommonStock $17.71M USD Annual
Dividends/distributions paid PaymentsOfDividendsCommonStock $20.27M USD Annual
Dividends/distributions paid PaymentsOfDividendsCommonStock $21.27M USD Annual
NET CASH USED IN FINANCING ACTIVITIES NetCashProvidedByUsedInFinancingActivities $-23.18M USD Annual
NET CASH USED IN FINANCING ACTIVITIES NetCashProvidedByUsedInFinancingActivities $-11.89M USD Annual
NET CASH USED IN FINANCING ACTIVITIES NetCashProvidedByUsedInFinancingActivities $-13.18M USD Annual
NET CHANGE IN CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $6.69M USD Annual
NET CHANGE IN CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $9.51M USD Annual
NET CHANGE IN CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $1.28M USD Annual
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 $12.58M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT BEGINNING OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $30.07M 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 $12.58M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT END OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $30.07M USD Point-in-time
Stockholders Equity 49 line items
Line Item Tag Value Unit Period
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $283.75M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $273.77M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $258.65M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $240.43M USD Point-in-time
Beginning Balance (in shares) CommonStockSharesOutstanding 8.49M shares Point-in-time
Beginning Balance (in shares) CommonStockSharesOutstanding 8.97M shares Point-in-time
Shares issued under trustee compensation plan StockIssuedDuringPeriodValueShareBasedCompensationGross $60.00K USD Annual
Shares issued under trustee compensation plan StockIssuedDuringPeriodValueShareBasedCompensationGross $57.00K USD Annual
Shares issued under trustee compensation plan StockIssuedDuringPeriodValueShareBasedCompensationGross $59.00K USD Annual
Contribution of assets in exchange for the issuance of noncontrolling interest shares NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest $7.82M USD Annual
Contribution of assets in exchange for the issuance of noncontrolling interest shares NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest $14.73M USD Annual
Contribution of assets in exchange for the issuance of noncontrolling interest shares NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest $23.47M USD Annual
Shares/units redeemed StockRepurchasedDuringPeriodValue $2.43M USD Annual
Shares/units redeemed StockRepurchasedDuringPeriodValue $2.39M USD Annual
Shares/units redeemed StockRepurchasedDuringPeriodValue $2.06M USD Annual
Dividends declared DividendsCommonStockCash $23.08M USD Annual
Dividends declared DividendsCommonStockCash $25.46M USD Annual
Dividends declared DividendsCommonStockCash $26.89M USD Annual
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $5.71M USD Annual
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $5.16M USD Annual
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $4.76M USD Annual
Dividends reinvested - stock dividend (in shares) StockIssuedDuringPeriodSharesDividendReinvestmentPlan 325,000.00 shares Annual
Dividends reinvested - stock dividend (in shares) StockIssuedDuringPeriodSharesDividendReinvestmentPlan 331,000.00 shares Annual
Dividends reinvested - stock dividend (in shares) StockIssuedDuringPeriodSharesDividendReinvestmentPlan 315,000.00 shares Annual
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $2.15M USD Annual
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $4.18M USD Annual
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $3.54M USD Annual
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $35.00K USD Annual
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $74.00K USD Annual
Change in fair value of interest rate swaps OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $80.00K USD Annual
Distributions paid to consolidated real estate entity noncontrolling interests MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders $478.00K USD Annual
Distributions paid to consolidated real estate entity noncontrolling interests MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders $490.00K USD Annual
Net income ProfitLoss $5.26M USD 1 Quarter
Net income ProfitLoss $12.86M USD Annual
Net income ProfitLoss $7.08M USD 1 Quarter
Net income ProfitLoss $19.88M USD Annual
Net income ProfitLoss $8.29M USD 1 Quarter
Net income ProfitLoss $3.20M USD 1 Quarter
Net income ProfitLoss $5.14M USD 1 Quarter
Net income ProfitLoss $21.98M USD Annual
Net income ProfitLoss $4.98M USD 1 Quarter
Net income ProfitLoss $3.26M USD 1 Quarter
Net income ProfitLoss $4.66M USD 1 Quarter
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $283.75M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $273.77M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $258.65M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $240.43M USD Point-in-time
Ending balance (in shares) CommonStockSharesOutstanding 8.49M shares Point-in-time
Ending balance (in shares) CommonStockSharesOutstanding 8.97M shares Point-in-time

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

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