Welcome to our dedicated page for Inland Real Esta SEC filings (Ticker: INRE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Inland Real Estate Income Trust, Inc. (historically associated with the symbol INRE) provides access to the company’s regulatory disclosures, including Forms 10-K, 8-K, proxy statements and related exhibits filed with the Securities and Exchange Commission. Inland Real Estate Income Trust, Inc. is a Maryland corporation headquartered in Oak Brook, Illinois, and its filings are made under Commission File Number 000-55146.
Through its current reports on Form 8-K, the company reports material events such as periodic cash distributions on its common stock, amendments and restatements of its share repurchase program, determinations of estimated per share net asset value (NAV), and changes to its credit facility. One 8-K describes a third amended and restated credit agreement that establishes a revolving credit facility and a term loan facility, with proceeds available for general corporate purposes, including repayment of indebtedness, property acquisitions, permitted investments, capital expenditures, development, redevelopment, capital reserves and working capital.
Other 8-K filings outline the methodology used to determine estimated per share NAV, including the engagement of an independent valuation firm to appraise the company’s real estate investments and assess the fair value of its long-term debt. These filings explain how discounted cash flow analyses, discount rates and terminal capitalization rates are used to estimate the value of a portfolio of 52 retail properties totaling approximately 7.2 million square feet.
The company’s definitive proxy statement on Schedule 14A provides detailed information on its annual meeting of stockholders, board structure, governance policies, compensation practices and related-party agreements. Investors can review these documents to understand proposals submitted to stockholders, voting procedures and the roles of the company’s independent registered public accounting firm.
On this page, users can view Inland Real Estate Income Trust, Inc.’s historical and current SEC filings, along with AI-powered summaries that highlight key terms, valuation updates, distribution decisions, credit facility provisions and governance matters, helping readers interpret lengthy regulatory documents more efficiently.
Inland Real Estate Income Trust, Inc. has authorized a cash distribution of $0.135600 per share on its common stock. The distribution will be made to stockholders of record as of March 31, 2026 and is expected to be paid on or about April 7, 2026.
Stockholders may receive the distribution in cash or have it reinvested in additional shares through the company’s distribution reinvestment plan. The company also includes a customary caution that expectations about future events are subject to various economic and industry risks.
Inland Real Estate Income Trust, Inc. is a non-traded REIT focused on U.S. grocery-anchored shopping centers. As of December 31, 2025 it owned 52 retail properties totaling 7.2 million square feet with physical occupancy of 92.0% and economic occupancy of 92.2%.
The company reported GAAP net losses of $11.0 million, $15.0 million and $15.1 million for 2025, 2024 and 2023, which it warns may pressure its ability to service debt and pay distributions. There is no established public market for its 36,126,755 outstanding shares as of March 10, 2026.
It reported an Estimated Per Share NAV of $16.89 as of September 30, 2025, down $2.28 from the prior estimate, and emphasizes that this is a snapshot, not a liquidation or trading value. A strategic review in 2024–2025 did not result in a sale or other liquidity event.
The distribution reinvestment plan and share repurchase program were suspended during the review but reinstated effective February 1, 2026. Under the current program, ordinary repurchases occur at 80% of Estimated Per Share NAV, while death and disability repurchases are at full Estimated Per Share NAV.
Inland Real Estate Income Trust, Inc. filed an initial insider ownership report for director Alan F. Feldman as of 01/28/2026. The filing states in the remarks that no securities are beneficially owned, and both non-derivative and derivative holdings tables show no reported positions.
Inland Real Estate Income Trust, Inc. announced a planned leadership transition. Mark E. Zalatoris notified the board he would resign as President and Chief Executive Officer effective February 2, 2026, and stepped down from the board immediately, with the company stating his resignation was not due to any disagreement.
On January 28, 2026, the board elected long-time director Bernard J. Michael as the new President and CEO, effective February 2, 2026. He will continue as a director but no longer be considered independent, and will be compensated by the company’s business manager rather than directly by the company.
The board also elected Alan Feldman as an independent Class II director to fill the vacancy, appointed him to all key board committees, and reshuffled committee chair and Lead Independent Director roles, with defined annual cash fees for these leadership positions.
Inland Real Estate Income Trust, Inc. reports the income tax characterization of its 2025 stockholder distributions. For the year ended December 31, 2025, the Company paid total distributions of approximately $19.6 million. For income tax purposes only, 27.1% of these distributions were treated as ordinary dividends and 72.9% as nondividend distributions, which are treated as a return of capital to the extent of a stockholder's basis and thereafter as capital gain.
On each of the four quarterly record dates (December 31, 2024; March 31, 2025; June 30, 2025; and September 30, 2025), stockholders received total cash distributions of $0.135600 per share, including $0.036728 per share as ordinary dividend and $0.098872 per share as nondividend distribution, with no amounts classified as capital gain. The Company recommends that stockholders consult their tax advisors regarding the specific tax treatment of these distributions.
Inland Real Estate Income Trust, Inc. reported that its board of directors has authorized a cash distribution of $0.135600 per share on its common stock. The payment will go to stockholders of record as of December 31, 2025, and the Company expects to pay the distribution on or about January 7, 2026.
The Company also included a standard cautionary note that these expectations are "forward-looking statements" and may change based on factors such as general economic conditions, persistently high inflation and interest rates, competition from internet retailers, unforeseen events affecting commercial and retail real estate, and other risks described in its most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q.
Inland Real Estate Income Trust, Inc. updated its share repurchase program and reported results of its 2025 annual stockholder meeting. The board approved a Sixth Amended and Restated Share Repurchase Program, under which shares repurchased due to death or qualifying disability will be bought at 100% of the Share Price, and shares repurchased from stockholders who have held their shares for at least one year will be bought at 80% of the Share Price. Using the estimated per share net asset value as of September 30, 2025, this equates to $16.89 per share for exceptional repurchases and $13.51 per share for ordinary repurchases. Stockholders elected two Class I directors, ratified KPMG LLP as auditor for 2025, approved a non-binding advisory vote on executive compensation, and supported holding the advisory “Say on Pay” vote every year.
A director of Inland Real Estate Income Trust, Inc. received a grant of 2,368.265 shares of common stock on December 17, 2025 at a price of $ 0 under the company’s Employee and Director Restricted Plan, in connection with service as a non-employee director.
Following this grant, the director beneficially owns 12,200.316 shares of common stock held directly. The award vests in three equal installments of 33-1/3% on December 17, 2026, December 17, 2027, and December 17, 2028, and any unvested shares become fully vested upon a liquidity event or if service ends due to death or disability.
Inland Real Estate Income Trust, Inc. reported that one of its non-employee directors received a grant of 2,368.265 shares of common stock on 12/17/2025 at a reported price of $0, reflecting equity compensation rather than a purchase.
The grant was made under the issuer's Employee and Director Restricted Plan for the director’s board service. These shares vest in three equal installments of 33-1/3% on December 17, 2026, December 17, 2027, and December 17, 2028, subject to continued service, with full vesting upon a liquidity event or termination due to death or disability. Following this grant, the director beneficially owns 12,177.152 common shares, including shares previously acquired through the issuer’s distribution reinvestment plan.