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. reported that one of its directors received 2,368.265 shares of common stock on 12/17/2025. The shares were granted at $0 under the company’s Employee and Director Restricted Plan as compensation for service as a non-employee director.
After this grant, the director beneficially owns 12,671.549 shares, including shares previously acquired through the company’s distribution reinvestment plan. The award vests in three equal installments of 33-1/3% on December 17, 2026, December 17, 2027, and December 17, 2028, with any remaining unvested shares vesting early upon a liquidity event or if service ends due to death or disability.
Inland Real Estate Income Trust, Inc. reported that a non-employee director received a grant of 2,368.265 shares of common stock on 12/17/2025 at no cash cost under the company’s Employee and Director Restricted Plan. The grant is compensation for board service rather than an open-market purchase.
After this grant, the director beneficially owns 14,345.771 shares of common stock in direct ownership, including shares previously acquired through the company’s distribution reinvestment plan. The new 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 if there is a liquidity event or if the director’s service ends due to death or disability.
Inland Real Estate Income Trust, Inc. reported a new estimated net asset value (NAV) of $16.89 per share for its common stock as of September 30, 2025, implying a total estimated net asset value of about $609.9 million based on roughly 36.1 million shares outstanding. This compares with a prior estimated NAV of $19.17 per share as of December 31, 2023, a decline driven largely by higher discount and terminal capitalization rates, greater capital expenditure assumptions and broader market uncertainty, including the effects of tariffs.
The estimate is based on a third‑party valuation by SitusAMC using a ten‑year discounted cash flow approach on a portfolio of 52 retail properties totaling about 7.2 million square feet, and a fair value assessment of the company’s debt. The NAV range ran from $15.76 to $18.02 per share, with the board choosing the midpoint.
Using this NAV, the board reinstated the distribution reinvestment plan and the share repurchase program effective February 1, 2026. DRP purchases will be priced at $16.89 per share, while share repurchases under the program, for both ordinary and exceptional repurchases, will occur at $13.51 per share, equal to 80% of the estimated NAV, subject to board discretion on funding and volume.
Inland Real Estate Income Trust, Inc. reported that its 2025 Annual Meeting of Stockholders, initially convened on November 19, 2025, was adjourned without conducting any business and will reconvene on December 17, 2025 at 10:00 a.m. Central Time. The company plans to publish an updated estimated net asset value (NAV) as of September 30, 2025 on or about December 8, 2025, giving stockholders time to review this information before voting on the proposals described in its definitive proxy statement filed on September 24, 2025. The record date remains September 23, 2025, previously submitted proxies will carry over unless revoked, and the company will continue soliciting votes, including with assistance from Broadridge Investor Communication Solutions, Inc.
Inland Real Estate Income Trust, Inc. (INRE) filed an initial ownership report for director Anthony Chereso. The Form 3 states that, as of the event date of 11/05/2025, he does not beneficially own any non-derivative or derivative securities of the company. This is a routine disclosure required when an individual becomes a director or otherwise assumes a reporting role under securities laws.
Inland Real Estate Income Trust, Inc. entered into a third amended and restated credit agreement providing a $285 million revolving credit facility and a $575 million term loan. The facility can be increased to a total of $1.2 billion, with both the revolver and term loan maturing on April 1, 2029 and an option for a one-year extension. Interest is based on Term SOFR or an alternate base rate plus margins that vary with the company’s leverage ratio, with an option to switch to ratings-based pricing if the company attains an investment grade rating. As of November 13, 2025, $141 million was outstanding under the revolver and $575 million was outstanding under the term loan. The company also disclosed that its board has decided not to pursue a sale of the company at this time and plans to notify stockholders by letter.
Inland Real Estate Income Trust, Inc. expanded its Board from six to seven members and appointed Anthony Chereso as a Class II director, effective immediately. He will serve until the 2026 Annual Meeting of Stockholders or until a successor is elected and qualifies.
Chereso is the chief executive officer and president of The Inland Real Estate Companies, LLC (since January 2024) and previously served as Inland’s chief financial officer after joining in July 2022. He brings 30+ years of experience across finance, tax, audit, commercial real estate, capital markets, and alternative investments, and serves on boards of several Inland affiliates.
The filing states the election was not made pursuant to any arrangement or understanding, there are no family relationships or related‑party transactions requiring disclosure, and the Company will not compensate, or reimburse the Business Manager for, Chereso’s director service.
Inland Real Estate Income Trust reported a Q3 2025 net loss of $1.961 million ($0.05 per share) on total income of $37.985 million, including rental income of $37.862 million. For the first nine months, net loss was $6.718 million while operating cash flow reached $39.150 million.
The portfolio comprised 52 retail properties totaling 7.2 million square feet, with physical occupancy of 91.3% and economic occupancy of 91.6% as of September 30, 2025. The company declared quarterly distributions of $4.896 million ($0.1356 per share).
Total debt was $830.413 million before issuance costs, including $118.000 million outstanding on the revolving credit facility and $575.000 million on the term loan. Management expects to amend the credit facility to extend its term and increase revolver capacity, and plans to repay three mortgage loans maturing within the next 12 months totaling $121.259 million by drawing on the revolver. The DRP and SRP remain suspended, and the company anticipates publishing an estimated per‑share NAV as of September 30, 2025 by December 31, 2025.
Inland Real Estate Income Trust, Inc. filed an initial Form 3 for Chief Financial Officer Jerry Kyriazis. The filing states that no securities are beneficially owned by the reporting person. The date of the event requiring the statement is May 2, 2025, and the form was filed by one reporting person.
Inland Real Estate Income Trust, Inc. reported that it expects to send a letter to stockholders announcing the quarterly distribution on or about October 14, 2025. A copy of the stockholder letter is filed as Exhibit 99.1 and incorporated by reference.
The company also included a forward-looking statements notice citing risks from persistently high inflation, high interest rates, competition from internet retailers with its tenants for sales revenue, the ongoing review of strategic alternatives including a potential sale of the company, and broader commercial real estate conditions, as discussed in its most recent Form 10-K and subsequent Form 10-Q filings.