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10-Q Filing

STERLING REAL ESTATE TRUST CIK: 1412502 Q3 2022
Filing Information
Form Type 10-Q
Accession Number 0001558370-22-017064
Period End Date 20220930
Filing Date 20221109
Fiscal Year 2022
Fiscal Period Q3
XBRL Instance sret-20220930x10q_htm.xml
Filing Contents
Balance Sheet 61 line items
Line Item Tag Value Unit Period
Land and land improvements LandAndLandImprovements $125.34M USD Point-in-time
Land and land improvements LandAndLandImprovements $125.41M USD Point-in-time
Building and improvements InvestmentBuildingAndBuildingImprovements $789.97M USD Point-in-time
Building and improvements InvestmentBuildingAndBuildingImprovements $763.00M USD Point-in-time
Construction in progress DevelopmentInProcess $6.28M USD Point-in-time
Construction in progress DevelopmentInProcess $8.36M USD Point-in-time
Real estate investments RealEstateInvestmentPropertyAtCost $896.70M USD Point-in-time
Real estate investments RealEstateInvestmentPropertyAtCost $921.66M USD Point-in-time
Less accumulated depreciation RealEstateInvestmentPropertyAccumulatedDepreciation $179.16M USD Point-in-time
Less accumulated depreciation RealEstateInvestmentPropertyAccumulatedDepreciation $191.02M USD Point-in-time
Real estate investments, net RealEstateInvestmentPropertyNet $730.64M USD Point-in-time
Real estate investments, net RealEstateInvestmentPropertyNet $717.55M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $20.46M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $22.17M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $51.51M USD Point-in-time
Restricted deposits RestrictedCashAndCashEquivalents $9.15M USD Point-in-time
Restricted deposits RestrictedCashAndCashEquivalents $9.27M USD Point-in-time
Restricted deposits RestrictedCashAndCashEquivalents $10.88M USD Point-in-time
Investment in securities MarketableSecurities $42.06M USD Point-in-time
Investment in unconsolidated affiliates InvestmentsInAffiliatesSubsidiariesAssociatesAndJointVentures $18.66M USD Point-in-time
Investment in unconsolidated affiliates InvestmentsInAffiliatesSubsidiariesAssociatesAndJointVentures $26.18M USD Point-in-time
Notes receivable NotesReceivableGross $7.75M USD Point-in-time
Notes receivable NotesReceivableGross $7.46M USD Point-in-time
Lease intangible assets, less accumulated amortization IntangibleAssetsNetExcludingGoodwill $5.56M USD Point-in-time
Lease intangible assets, less accumulated amortization IntangibleAssetsNetExcludingGoodwill $6.25M USD Point-in-time
Other assets, net OtherAssetsNetAmount $10.30M USD Point-in-time
Other assets, net OtherAssetsNetAmount $25.87M USD Point-in-time
Total Assets Assets $867.78M USD Point-in-time
Total Assets Assets $820.87M USD Point-in-time
Mortgage notes payable, net NotesPayable $511.99M USD Point-in-time
Mortgage notes payable, net NotesPayable $493.14M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $7.57M USD Point-in-time
Dividends payable DividendsPayableCurrentAndNoncurrent $8.45M USD Point-in-time
Tenant security deposits payable SecurityDepositLiability $6.30M USD Point-in-time
Tenant security deposits payable SecurityDepositLiability $5.22M USD Point-in-time
Lease intangible liabilities, less accumulated amortization OffMarketLeaseUnfavorable $811.00K USD Point-in-time
Lease intangible liabilities, less accumulated amortization OffMarketLeaseUnfavorable $684.00K USD Point-in-time
Accrued expenses and other liabilities AccruedLiabilitiesCurrentAndNoncurrent $18.60M USD Point-in-time
Accrued expenses and other liabilities AccruedLiabilitiesCurrentAndNoncurrent $14.78M USD Point-in-time
Total Liabilities Liabilities $542.21M USD Point-in-time
Total Liabilities Liabilities $525.35M USD Point-in-time
COMMITMENTS and CONTINGENCIES - Note 13 CommitmentsAndContingencies - USD Point-in-time
COMMITMENTS and CONTINGENCIES - Note 13 CommitmentsAndContingencies - USD Point-in-time
Beneficial interest StockholdersEquityAttributableToParentBeneficialInterest $116.86M USD Point-in-time
Beneficial interest StockholdersEquityAttributableToParentBeneficialInterest $122.82M USD Point-in-time
Operating partnership MinorityInterestInOperatingPartnerships $185.76M USD Point-in-time
Operating partnership MinorityInterestInOperatingPartnerships $176.95M USD Point-in-time
Partially owned properties MinorityInterestInPartiallyOwnedProperties $2.64M USD Point-in-time
Partially owned properties MinorityInterestInPartiallyOwnedProperties $2.66M USD Point-in-time
Accumulated other comprehensive income (loss) AccumulatedOtherComprehensiveIncomeLossNetOfTax $14.36M USD Point-in-time
Accumulated other comprehensive income (loss) AccumulatedOtherComprehensiveIncomeLossNetOfTax $-950.00K USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $291.53M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $295.04M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $295.52M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $314.22M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $325.58M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $309.54M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $296.92M USD Point-in-time
Total Shareholders' Equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $293.86M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $867.78M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $820.87M USD Point-in-time
Income Statement 119 line items
Line Item Tag Value Unit Period
Real estate rental income Revenues $34.53M USD 1 Quarter
Real estate rental income Revenues $96.74M USD 3 Qtrs
Real estate rental income Revenues $33.05M USD 1 Quarter
Real estate rental income Revenues $101.26M USD 3 Qtrs
Operating expenses OperatingExpensesExcludingRealEstateTaxes $37.96M USD 3 Qtrs
Operating expenses OperatingExpensesExcludingRealEstateTaxes $42.21M USD 3 Qtrs
Operating expenses OperatingExpensesExcludingRealEstateTaxes $14.18M USD 1 Quarter
Operating expenses OperatingExpensesExcludingRealEstateTaxes $14.36M USD 1 Quarter
Real estate taxes RealEstateTaxExpense $10.12M USD 3 Qtrs
Real estate taxes RealEstateTaxExpense $10.70M USD 3 Qtrs
Real estate taxes RealEstateTaxExpense $3.56M USD 1 Quarter
Real estate taxes RealEstateTaxExpense $3.49M USD 1 Quarter
Depreciation and amortization DepreciationAndAmortization $6.12M USD 1 Quarter
Depreciation and amortization DepreciationAndAmortization $16.63M USD 3 Qtrs
Depreciation and amortization DepreciationAndAmortization $17.86M USD 3 Qtrs
Depreciation and amortization DepreciationAndAmortization $5.55M USD 1 Quarter
Interest FinancingInterestExpense $13.26M USD 3 Qtrs
Interest FinancingInterestExpense $5.08M USD 1 Quarter
Interest FinancingInterestExpense $4.67M USD 1 Quarter
Interest FinancingInterestExpense $14.88M USD 3 Qtrs
Total expenses from rental operations OperatingCostsAndExpenses $77.97M USD 3 Qtrs
Total expenses from rental operations OperatingCostsAndExpenses $27.89M USD 1 Quarter
Total expenses from rental operations OperatingCostsAndExpenses $29.13M USD 1 Quarter
Total expenses from rental operations OperatingCostsAndExpenses $85.66M USD 3 Qtrs
Administration of REIT GeneralAndAdministrativeExpense $3.27M USD 3 Qtrs
Administration of REIT GeneralAndAdministrativeExpense $1.47M USD 1 Quarter
Administration of REIT GeneralAndAdministrativeExpense $4.09M USD 3 Qtrs
Administration of REIT GeneralAndAdministrativeExpense $1.01M USD 1 Quarter
Total expenses CostsAndExpenses $28.90M USD 1 Quarter
Total expenses CostsAndExpenses $30.60M USD 1 Quarter
Total expenses CostsAndExpenses $81.24M USD 3 Qtrs
Total expenses CostsAndExpenses $89.74M USD 3 Qtrs
Income from operations OperatingIncomeLoss $3.93M USD 1 Quarter
Income from operations OperatingIncomeLoss $4.15M USD 1 Quarter
Income from operations OperatingIncomeLoss $15.49M USD 3 Qtrs
Income from operations OperatingIncomeLoss $11.52M USD 3 Qtrs
Equity in losses of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $-183.00K USD 3 Qtrs
Equity in losses of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $-67.00K USD 1 Quarter
Equity in losses of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $-499.00K USD 1 Quarter
Equity in losses of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $-1.92M USD 3 Qtrs
Other income OtherNonoperatingIncome $271.00K USD 1 Quarter
Other income OtherNonoperatingIncome $1.57M USD 3 Qtrs
Other income OtherNonoperatingIncome $1.08M USD 1 Quarter
Other income OtherNonoperatingIncome $714.00K USD 3 Qtrs
Gain on sale or conversion of real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $9.90M USD 3 Qtrs
Gain on sale or conversion of real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $1.71M USD 3 Qtrs
Gain on sale or conversion of real estate investments GainLossOnSaleOfRealEstateAndNonRealEstateInvestments $6.56M USD 1 Quarter
Gain on involuntary conversion GainLossOnInvoluntaryConversions $549.00K USD 1 Quarter
Gain on involuntary conversion GainLossOnInvoluntaryConversions $1.24M USD 3 Qtrs
Gain on involuntary conversion GainLossOnInvoluntaryConversions $56.00K USD 1 Quarter
Gain on involuntary conversion GainLossOnInvoluntaryConversions $603.00K USD 3 Qtrs
Total other income NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $6.38M USD 1 Quarter
Total other income NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $1.57M USD 1 Quarter
Total other income NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $4.34M USD 3 Qtrs
Total other income NonoperatingIncomeExpenseIncludingIncomeLossFromEquityMethodInvestments $9.29M USD 3 Qtrs
Net income ProfitLoss $5.84M USD 1 Quarter
Net income ProfitLoss $5.72M USD 1 Quarter
Net income ProfitLoss $20.81M USD 3 Qtrs
Net income ProfitLoss $19.83M USD 3 Qtrs
Net income ProfitLoss $10.32M USD 1 Quarter
Net income ProfitLoss $3.39M USD 1 Quarter
Net income ProfitLoss $8.28M USD 1 Quarter
Net income ProfitLoss $7.11M USD 1 Quarter
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $12.86M USD 3 Qtrs
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $13.28M USD 3 Qtrs
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $6.60M USD 1 Quarter
Net income attributable to noncontrolling interest in operating partnership NoncontrollingInterestInNetIncomeLossOperatingPartnerships $3.75M USD 1 Quarter
Net income attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-148.00K USD 3 Qtrs
Net income attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-139.00K USD 1 Quarter
Net income attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-15.00K USD 3 Qtrs
Net income attributable to noncontrolling interest in partially owned properties NoncontrollingInterestInNetIncomeLossPartiallyOwnedProperties $-53.00K USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $7.55M USD 3 Qtrs
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $3.77M USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $2.10M USD 1 Quarter
Net income attributable to Sterling Real Estate Trust NetIncomeLoss $7.12M USD 3 Qtrs
Net income attributable to Sterling Real Estate Trust per common share, basic EarningsPerShareBasic $0.21 USD 1 Quarter
Net income attributable to Sterling Real Estate Trust per common share, basic EarningsPerShareBasic $0.71 USD 3 Qtrs
Net income attributable to Sterling Real Estate Trust per common share, basic EarningsPerShareBasic $0.71 USD 3 Qtrs
Net income attributable to Sterling Real Estate Trust per common share, basic EarningsPerShareBasic $0.35 USD 1 Quarter
Net income attributable to Sterling Real Estate Trust per common share, diluted EarningsPerShareDiluted $0.71 USD 3 Qtrs
Net income attributable to Sterling Real Estate Trust per common share, diluted EarningsPerShareDiluted $0.35 USD 1 Quarter
Net income attributable to Sterling Real Estate Trust per common share, diluted EarningsPerShareDiluted $0.71 USD 3 Qtrs
Net income attributable to Sterling Real Estate Trust per common share, diluted EarningsPerShareDiluted $0.21 USD 1 Quarter
Net income ProfitLoss $5.84M USD 1 Quarter
Net income ProfitLoss $5.72M USD 1 Quarter
Net income ProfitLoss $20.81M USD 3 Qtrs
Net income ProfitLoss $19.83M USD 3 Qtrs
Net income ProfitLoss $10.32M USD 1 Quarter
Net income ProfitLoss $3.39M USD 1 Quarter
Net income ProfitLoss $8.28M USD 1 Quarter
Net income ProfitLoss $7.11M USD 1 Quarter
Other comprehensive gain (loss) - change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $6.52M USD 1 Quarter
Other comprehensive gain (loss) - change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $15.31M USD 3 Qtrs
Other comprehensive gain (loss) - change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $4.97M USD 1 Quarter
Other comprehensive gain (loss) - change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $1.47M USD 3 Qtrs
Other comprehensive gain (loss) - change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $2.38M USD 1 Quarter
Other comprehensive gain (loss) - change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $-66.00K USD 1 Quarter
Other comprehensive gain (loss) - change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $-845.00K USD 1 Quarter
Other comprehensive gain (loss) - change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $3.81M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $15.28M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $5.65M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $21.30M USD 3 Qtrs
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $36.12M USD 3 Qtrs
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $23.02M USD 3 Qtrs
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $13.66M USD 3 Qtrs
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $3.57M USD 1 Quarter
Comprehensive income attributable to noncontrolling interest ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $9.71M USD 1 Quarter
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $2.08M USD 1 Quarter
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $13.10M USD 3 Qtrs
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $7.64M USD 3 Qtrs
Comprehensive income attributable to Sterling Real Estate Trust ComprehensiveIncomeNetOfTax $5.58M USD 1 Quarter
Weighted average Common Shares outstanding, basic WeightedAverageNumberOfSharesOutstandingBasic 10.21M shares 1 Quarter
Weighted average Common Shares outstanding, basic WeightedAverageNumberOfSharesOutstandingBasic 10.57M shares 3 Qtrs
Weighted average Common Shares outstanding, basic WeightedAverageNumberOfSharesOutstandingBasic 10.69M shares 1 Quarter
Weighted average Common Shares outstanding, basic WeightedAverageNumberOfSharesOutstandingBasic 10.10M shares 3 Qtrs
Weighted average Common Shares outstanding, diluted WeightedAverageNumberOfDilutedSharesOutstanding 10.57M shares 3 Qtrs
Weighted average Common Shares outstanding, diluted WeightedAverageNumberOfDilutedSharesOutstanding 10.21M shares 1 Quarter
Weighted average Common Shares outstanding, diluted WeightedAverageNumberOfDilutedSharesOutstanding 10.69M shares 1 Quarter
Weighted average Common Shares outstanding, diluted WeightedAverageNumberOfDilutedSharesOutstanding 10.10M shares 3 Qtrs
Cash Flow Statement 78 line items
Line Item Tag Value Unit Period
Net income ProfitLoss $5.84M USD 1 Quarter
Net income ProfitLoss $5.72M USD 1 Quarter
Net income ProfitLoss $20.81M USD 3 Qtrs
Net income ProfitLoss $19.83M USD 3 Qtrs
Net income ProfitLoss $10.32M USD 1 Quarter
Net income ProfitLoss $3.39M USD 1 Quarter
Net income ProfitLoss $8.28M USD 1 Quarter
Net income ProfitLoss $7.11M USD 1 Quarter
Gain on sale of real estate investments GainsLossesOnSalesOfInvestmentRealEstate $1.71M USD 3 Qtrs
Gain on sale of real estate investments GainsLossesOnSalesOfInvestmentRealEstate $9.90M USD 3 Qtrs
Gain on involuntary conversion GainLossOnInvoluntaryConversions $549.00K USD 1 Quarter
Gain on involuntary conversion GainLossOnInvoluntaryConversions $1.24M USD 3 Qtrs
Gain on involuntary conversion GainLossOnInvoluntaryConversions $56.00K USD 1 Quarter
Gain on involuntary conversion GainLossOnInvoluntaryConversions $603.00K USD 3 Qtrs
Change in fair value of securities AssetsFairValueAdjustment $-62.00K USD 3 Qtrs
Equity in loss of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $-183.00K USD 3 Qtrs
Equity in loss of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $-67.00K USD 1 Quarter
Equity in loss of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $-499.00K USD 1 Quarter
Equity in loss of unconsolidated affiliates IncomeLossFromEquityMethodInvestments $-1.92M USD 3 Qtrs
Distributions of earnings of unconsolidated affiliates EquityMethodInvestmentDividendsOrDistributions $174.00K USD 3 Qtrs
Distributions of earnings of unconsolidated affiliates EquityMethodInvestmentDividendsOrDistributions $219.00K USD 3 Qtrs
Allowance for uncollectible accounts receivable ProvisionForDoubtfulAccounts $502.00K USD 3 Qtrs
Allowance for uncollectible accounts receivable ProvisionForDoubtfulAccounts $-164.00K USD 3 Qtrs
Depreciation Depreciation $16.45M USD 3 Qtrs
Depreciation Depreciation $15.66M USD 3 Qtrs
Amortization AmortizationOfIntangibleAssets $1.42M USD 3 Qtrs
Amortization AmortizationOfIntangibleAssets $971.00K USD 3 Qtrs
Amortization of debt issuance costs AmortizationOfFinancingCosts $506.00K USD 3 Qtrs
Amortization of debt issuance costs AmortizationOfFinancingCosts $402.00K USD 3 Qtrs
Other assets IncreaseDecreaseInOtherOperatingAssets $1.43M USD 3 Qtrs
Other assets IncreaseDecreaseInOtherOperatingAssets $1.16M USD 3 Qtrs
Tenant security deposits payable IncreaseDecreaseInSecurityDeposits $1.08M USD 3 Qtrs
Tenant security deposits payable IncreaseDecreaseInSecurityDeposits $298.00K USD 3 Qtrs
Accrued expenses and other liabilities IncreaseDecreaseInAccruedLiabilities $-1.08M USD 3 Qtrs
Accrued expenses and other liabilities IncreaseDecreaseInAccruedLiabilities $-1.50M USD 3 Qtrs
NET CASH PROVIDED BY OPERATING ACTIVITIES NetCashProvidedByUsedInOperatingActivities $28.76M USD 3 Qtrs
NET CASH PROVIDED BY OPERATING ACTIVITIES NetCashProvidedByUsedInOperatingActivities $32.84M USD 3 Qtrs
Purchase of securities PaymentsToAcquireMarketableSecurities $42.00M USD 3 Qtrs
Purchase of real estate investment properties PaymentsToAcquireAndDevelopRealEstate $35.89M USD 3 Qtrs
Purchase of real estate investment properties PaymentsToAcquireAndDevelopRealEstate $26.36M USD 3 Qtrs
Capital expenditures and tenant improvements PaymentsForLeasingCostsCommissionsAndTenantImprovements $13.63M USD 3 Qtrs
Capital expenditures and tenant improvements PaymentsForLeasingCostsCommissionsAndTenantImprovements $8.25M USD 3 Qtrs
Proceeds from sale of real estate investments and non-real estate investments PaymentsForProceedsFromRealEstatePartnershipInvestmentAndOtherInvestmentsNet $-22.44M USD 3 Qtrs
Proceeds from sale of real estate investments and non-real estate investments PaymentsForProceedsFromRealEstatePartnershipInvestmentAndOtherInvestmentsNet $-5.59M USD 3 Qtrs
Proceeds from involuntary conversion ProceedsFromInsuranceForInvoluntaryConversions $1.05M USD 3 Qtrs
Proceeds from involuntary conversion ProceedsFromInsuranceForInvoluntaryConversions $4.09M USD 3 Qtrs
Investment in unconsolidated affiliates PaymentsToAcquireEquityMethodInvestments $10.07M USD 3 Qtrs
Investment in unconsolidated affiliates PaymentsToAcquireEquityMethodInvestments $5.84M USD 3 Qtrs
Distributions in excess of earnings received from unconsolidated affiliates ProceedsFromEquityMethodInvestmentDividendsOrDistributionsReturnOfCapital $408.00K USD 3 Qtrs
Notes receivable issued net of payments received PaymentsToAcquireNotesReceivable $292.00K USD 3 Qtrs
Notes receivable issued net of payments received PaymentsToAcquireNotesReceivable $3.43M USD 3 Qtrs
NET CASH USED IN INVESTING ACTIVITIES NetCashProvidedByUsedInInvestingActivities $-49.11M USD 3 Qtrs
NET CASH USED IN INVESTING ACTIVITIES NetCashProvidedByUsedInInvestingActivities $-63.08M USD 3 Qtrs
Payments for financing, debt issuance PaymentsOfFinancingCosts $700.00K USD 3 Qtrs
Payments for financing, debt issuance PaymentsOfFinancingCosts $305.00K USD 3 Qtrs
Payments on investment certificates and subordinated debt PaymentsOnInvestmentCertificatesAndSubordinatedDebt $25.00K USD 3 Qtrs
Proceeds from issuance of mortgage notes payable and subordinated debt ProceedsFromIssuanceOfLongTermDebt $37.57M USD 3 Qtrs
Proceeds from issuance of mortgage notes payable and subordinated debt ProceedsFromIssuanceOfLongTermDebt $71.53M USD 3 Qtrs
Principal payments on mortgage notes payable RepaymentsOfLongTermDebt $16.24M USD 3 Qtrs
Principal payments on mortgage notes payable RepaymentsOfLongTermDebt $30.36M USD 3 Qtrs
Proceeds from issuance of shares under optional purchase plan ProceedsFromIssuanceOfSharesUnderOptionalPurchasePlan $3.06M USD 3 Qtrs
Proceeds from issuance of shares under optional purchase plan ProceedsFromIssuanceOfSharesUnderOptionalPurchasePlan $3.01M USD 3 Qtrs
Shares/units redeemed PaymentsForRepurchaseOfCommonStock $1.86M USD 3 Qtrs
Shares/units redeemed PaymentsForRepurchaseOfCommonStock $4.46M USD 3 Qtrs
Dividends/distributions paid PaymentsOfDividendsCommonStock $17.31M USD 3 Qtrs
Dividends/distributions paid PaymentsOfDividendsCommonStock $18.82M USD 3 Qtrs
NET CASH PROVIDED BY FINANCING ACTIVITIES NetCashProvidedByUsedInFinancingActivities $21.68M USD 3 Qtrs
NET CASH PROVIDED BY FINANCING ACTIVITIES NetCashProvidedByUsedInFinancingActivities $3.40M USD 3 Qtrs
NET CHANGE IN CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $-30.93M USD 3 Qtrs
NET CHANGE IN CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $5.41M USD 3 Qtrs
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT BEGINNING OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $27.64M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT BEGINNING OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $60.66M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT BEGINNING OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $33.05M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT BEGINNING OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $29.73M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT END OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $27.64M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT END OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $60.66M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT END OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $33.05M USD Point-in-time
CASH AND CASH EQUIVALENTS AND RESTRICTED DEPOSITS AT END OF PERIOD CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $29.73M USD Point-in-time
Stockholders Equity 62 line items
Line Item Tag Value Unit Period
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $291.53M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $295.04M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $295.52M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $314.22M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $325.58M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $309.54M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $296.92M USD Point-in-time
Beginning Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $293.86M USD Point-in-time
Contribution of assets in exchange for the issuance of noncontrolling interest shares NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest $1.99M USD 1 Quarter
Contribution of assets in exchange for the issuance of noncontrolling interest shares NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest $890.00K USD 1 Quarter
Contribution of assets in exchange for the issuance of noncontrolling interest shares NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest $10.18M USD 1 Quarter
Contribution of assets in exchange for the issuance of noncontrolling interest shares NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest $2.21M USD 1 Quarter
Shares issued under trustee compensation plan StockIssuedDuringPeriodValueShareBasedCompensationGross $57.00K USD 1 Quarter
Shares issued under trustee compensation plan StockIssuedDuringPeriodValueShareBasedCompensationGross $65.00K USD 1 Quarter
Shares/units redeemed StockRepurchasedDuringPeriodValue $524.00K USD 1 Quarter
Shares/units redeemed StockRepurchasedDuringPeriodValue $736.00K USD 1 Quarter
Shares/units redeemed StockRepurchasedDuringPeriodValue $1.41M USD 1 Quarter
Shares/units redeemed StockRepurchasedDuringPeriodValue $603.00K USD 1 Quarter
Shares/units redeemed StockRepurchasedDuringPeriodValue $2.15M USD 1 Quarter
Shares/units redeemed StockRepurchasedDuringPeriodValue $915.00K USD 1 Quarter
Dividends and distributions declared DividendsCommonStockCash $7.49M USD 1 Quarter
Dividends and distributions declared DividendsCommonStockCash $8.45M USD 1 Quarter
Dividends and distributions declared DividendsCommonStockCash $7.54M USD 1 Quarter
Dividends and distributions declared DividendsCommonStockCash $7.48M USD 1 Quarter
Dividends and distributions declared DividendsCommonStockCash $8.37M USD 1 Quarter
Dividends and distributions declared DividendsCommonStockCash $8.39M USD 1 Quarter
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $1.68M USD 1 Quarter
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $1.74M USD 1 Quarter
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $1.88M USD 1 Quarter
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $1.72M USD 1 Quarter
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $1.91M USD 1 Quarter
Dividends reinvested - stock dividend StockIssuedDuringPeriodValueDividendReinvestmentPlan $1.69M USD 1 Quarter
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $939.00K USD 1 Quarter
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $886.00K USD 1 Quarter
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $1.31M USD 1 Quarter
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $806.00K USD 1 Quarter
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $1.31M USD 1 Quarter
Issuance of shares under optional purchase plan StockIssuedDuringPeriodValueStockPurchasePlan $820.00K USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $6.52M USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $15.31M USD 3 Qtrs
Change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $4.97M USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $1.47M USD 3 Qtrs
Change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $2.38M USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $-66.00K USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $-845.00K USD 1 Quarter
Change in fair value of interest rate swaps OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax $3.81M USD 1 Quarter
Net income (loss) ProfitLoss $5.84M USD 1 Quarter
Net income (loss) ProfitLoss $5.72M USD 1 Quarter
Net income (loss) ProfitLoss $20.81M USD 3 Qtrs
Net income (loss) ProfitLoss $19.83M USD 3 Qtrs
Net income (loss) ProfitLoss $10.32M USD 1 Quarter
Net income (loss) ProfitLoss $3.39M USD 1 Quarter
Net income (loss) ProfitLoss $8.28M USD 1 Quarter
Net income (loss) ProfitLoss $7.11M USD 1 Quarter
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $291.53M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $295.04M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $295.52M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $314.22M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $325.58M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $309.54M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $296.92M USD Point-in-time
Ending balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $293.86M USD Point-in-time

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

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