Mackenzie Realty SEC Filings

MacKenzie Realty Capital, Inc. (MKZR) filed a current report to announce that it has released financial results for the quarter ended September 30, 2025. The results themselves are provided in a separate press release that is attached as an exhibit and incorporated by reference for informational purposes.

The company is using a Regulation FD disclosure, which means it is sharing this information publicly to ensure all investors have equal access. The press release is furnished rather than filed, so it is not automatically subject to certain liability provisions and is not automatically incorporated into other securities law filings unless specifically referenced. The report also includes standard cautionary language about forward-looking statements, noting that future performance may differ from current expectations and directing readers to the company’s risk factor disclosures in its annual and quarterly reports.

MacKenzie Realty Capital, Inc. reported the results of its 2025 annual stockholder meeting, where four directors were elected to serve until the 2026 annual meeting and until their successors are duly elected and qualify. Director nominees Thomas Frame, Timothy Dozois, Chip Patterson, and Kjerstin Hatch each received more than 791,000 votes in favor, with no broker non-votes. A quorum was reached, with 860,621 shares present, representing 48.64% of shares outstanding and eligible to vote, and over 83% of shares present voted for all four directors. Stockholders also ratified Baker Tilly, LLP as independent registered public accounting firm for the fiscal year ended June 30, 2026, with 801,033 votes for, 45,309 against, and 14,279 abstentions, and no broker non-votes.

MacKenzie Realty Capital (MKZR) filed its quarterly report for the three months ended September 30, 2025. Rental and related income was $4,539,062, down from $4,952,229 a year ago. Operating loss was $3,487,885. Net loss was $3,046,894, and loss attributable to common stockholders was $4,085,632, or $2.20 per share, adjusted for the 1‑for‑10 reverse stock split effective August 4, 2025.

Total assets were $241,693,594 and total liabilities were $151,009,272, leaving total equity of $90,684,322. Cash and cash equivalents were $4,853,998. Mortgage notes payable, net, were $126,907,758, and line of credit and notes payable, net, were $12,986,003. Shares outstanding were 1,772,024 as of quarter‑end, and 1,852,481 as of November 14, 2025.

The company recorded no impairment this quarter, compared with $4,406,249 in the prior‑year period. Financing cash flows provided $7,399,858, including new borrowings and issuances of preferred and common stock. Future minimum rental income under non‑cancelable operating leases totaled $42,227,454.

MacKenzie Realty Capital (MKZR) reported two updates. First, the company will mail letters to its Series A, B, and C preferred stockholders on October 15, 2025, with the letters furnished as Exhibits 99.1, 99.2, and 99.3. Second, the Board approved the regular dividends for the quarter ending December 31, 2025 for the Series A, Series B, and Series C Preferred shares. The communication was furnished under Regulation FD and includes forward‑looking statements.

MacKenzie Realty Capital (MKZR) reported that on October 13, 2025, it mailed a tender offer to purchase shares of Starwood Real Estate Income Trust, Inc. The company furnished this update under Item 7.01 (Regulation FD) and attached a related press release as Exhibit 99.1.

The information was furnished, not filed, and is not incorporated by reference unless expressly stated. This notice provides context for investors tracking MacKenzie Realty Capital’s investment activities and communications.

MacKenzie Realty Capital, Inc. (MKZR) amendment reports that Robert E. Dixon beneficially owns 124,719 shares, equal to approximately 7.1% of the outstanding common stock based on 1,769,284 shares outstanding as of September 29, 2025. The filing amends a prior Schedule 13D and shows recent purchases by the reporting person and related entities: Mr. Dixon directly holds 32,295 shares and may be deemed to share voting and dispositive power over additional shares held by MPF Successors, LP and MacKenzie Real Estate Advisers, LP.

The statement discloses purchases during August and early October 2025 at prices between $4.31 and $5.10 per share, including a 9,000-share acquisition by the reporting person on August 18, 2025 at $5.10 per share. The amendment otherwise leaves prior disclosures unchanged.

Insider purchases of MacKenzie Realty Capital, Inc. (MKZR) were reported by Robert E. Dixon, CEO/President and director, showing multiple open-market purchases executed on 10/02/2025 and 10/03/2025. The filings list five purchase trades totaling 15,000 shares acquired at prices ranging from $5.00 to $5.10, with incremental ownership reported rising from 75,855 to 86,855 shares beneficially owned (directly or indirectly) after the transactions. The Form 4 notes that some shares were purchased by affiliated entities MacKenzie Real Estate Advisers, LP and MPF Successors, LP, and the reporting person disclaims beneficial ownership except to the extent of a pecuniary interest. The form is signed by an attorney-in-fact on 10/06/2025.

Insider purchases increased MacKenzie Realty Capital stake. The company's Chief Financial Officer, Angche Sherpa, reported multiple open-market purchases of MacKenzie Realty Capital, Inc. (MKZR) common stock on 10/02/2025 and 10/03/2025. Transactions show incremental acquisitions totaling 11,000 shares bought between 10/02/2025 and 10/03/2025 at prices ranging from $5.00 to $5.10, raising the reported beneficial ownership from 75,855 shares to 86,855 shares (including additional holdings held indirectly through related entities).

The filing discloses that some shares are owned indirectly through MacKenzie Real Estate Advisers, LP and MPF Successors, LP, with the reporting person disclaiming direct beneficial ownership except to the extent of a pecuniary interest. No derivative securities were reported on this form.

Christine Elizabeth Simpson, identified as Chief Portfolio Manager, filed a Form 4 reporting multiple purchases of MacKenzie Realty Capital, Inc. (MKZR) common stock on 10/02/2025 and 10/03/2025. The transactions show purchases of a total of 15,000 shares executed at prices between $5.00 and $5.10, recorded in increments that raised reported indirect beneficial ownership via MacKenzie Real Estate Advisers, LP to 86,855 shares. The filing also lists 5,569 shares held indirectly by MPF Successors, LP and a separate 250 share disposition. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.