Peakstone Realty Trust Announces Tax Treatment of 2025 Distributions

Rhea-AI Impact

(Neutral)

Rhea-AI Sentiment

(Neutral)

Key Terms

form 1099-div regulatory

Form 1099-DIV is a U.S. tax document brokers, mutual funds and other financial institutions send to investors showing dividends and other distributions paid during the year. Investors use it like an annual receipt to report taxable income — including regular dividends, dividends that may qualify for lower tax rates, and capital gains distributions — so it directly affects tax liability and helps reconcile brokerage records with a tax return.

forms 8937 regulatory

Form 8937 is an IRS filing companies issue to report corporate actions—such as mergers, splits, spin-offs or certain distributions—that change the purchase price used for tax calculations on a security. It matters to investors because it provides the official instructions on how to adjust your holding’s tax basis, like an updated receipt, so you report gains or losses correctly and avoid overpaying or underpaying taxes.

nondividend distributions financial

Nondividend distributions are cash or property payments to shareholders that are not paid from a company’s reported profits and therefore are not treated as regular taxable dividends. They matter to investors because these payments effectively return part of your original investment (reducing the amount you paid for the shares), are typically tax‑free until that original amount is recovered and then taxed as a capital gain, and they also reveal how the company is using its cash, which can affect future income and share value.

01/29/2026 - 04:15 PM

EL SEGUNDO, Calif.--(BUSINESS WIRE)-- Peakstone Realty Trust (the “Company”) (NYSE: PKST), today announced the tax treatment of the Company’s 2025 distributions for its common shares as they will be reported on Form 1099-DIV.

						Ordinary Income		Capital Gains
Record Date	Payable Date	Total 2025		Total (Box 1a)		Total (Box 2a)		Unrecapt’d Sec 1250 (Box 2b)		Nondividend Distributions (Box 3)
		Distributions
		Per Share
		(1a + 2a + 3)
09/30/2025	10/17/2025	$	0.100	$	-	$	-	$	-	$	0.100
06/30/2025	07/17/2025	$	0.225	$	-	$	-	$	-	$	0.225
03/31/2025	04/17/2025	$	0.225	$	-	$	-	$	-	$	0.225
12/31/2024	01/17/2025	$	0.225	$	-	$	-	$	-	$	0.225
Totals		$	0.775	$	-	$	-	$	-	$	0.775

The Company’s Forms 8937 (which include distribution and return of capital information) are available in the Investors section on Peakstone’s website: https://investors.pkst.com/investors/stock-info/Tax-Information/default.aspx.

Shareholders are advised to consult their tax advisor as to their specific tax treatment of Peakstone’s distributions.