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Starwood Real Estate Income Trust, Inc. (SWDR) SEC Filings

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Welcome to our dedicated page for Starwood Real Estate Income Trust SEC filings (Ticker: SWDR), 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Starwood Real Estate Income Trust's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Starwood Real Estate Income Trust's regulatory disclosures and financial reporting.

Rhea-AI Summary

Starwood Real Estate Income Trust, Inc. reports that its 2026 annual meeting of stockholders on August 11, 2026 was convened but then adjourned because there were not enough stockholders present in person or by proxy to constitute a quorum. As a result, stockholders did not vote on electing director nominees for the coming year or on ratifying Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026.

Under Maryland law, each incumbent director will continue to serve as a holdover director until a successor is duly elected and qualifies. The company states that stockholder ratification is not required for Deloitte & Touche LLP to serve as auditor, and they will continue in that role at the direction of the audit committee.

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Rhea-AI Summary

Starwood Real Estate Income Trust, Inc. submitted Post-Effective Amendment No. 4 to its Registration Statement on Form S-11 (Registration No. 333-288705) under Rule 462(d). The amendment is filed solely to add previously unfiled exhibits related to its advisory and operating partnership agreements.

The added exhibits, incorporated by reference from a Quarterly Report on Form 10-Q, are a Third Amended and Restated Advisory Agreement among the REIT, its operating partnership, and Starwood REIT Advisors, L.L.C., and a Second Amended and Restated Limited Partnership Agreement of Starwood REIT Operating Partnership, L.P. The amendment is executed on behalf of the company by Chief Executive Officer, President and Director Nora Creedon and other senior officers and directors.

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Rhea-AI Summary

Starwood Real Estate Income Trust, Inc. is a Maryland REIT focused on stabilized, income-oriented commercial real estate and real estate debt, primarily in the U.S. with additional exposure in Europe. As of June 30, 2026, total assets were $18.6 billion, including $16.6 billion of investments in real estate, net, and a Level 3 investment in real estate debt at fair value of $948.8 million. The portfolio comprised 402 consolidated properties, 877 single-family rental units, two unconsolidated ventures and one real estate debt investment.

For the six months ended June 30, 2026, total revenues were $790.2 million, with rental revenue of $775.7 million. The company reported a net loss attributable to stockholders of $257.1 million, or $0.66 per share, and comprehensive loss of $284.6 million. Operating cash flow was positive at $160.3 million, while financing cash flow reflected common stock repurchases of $185.5 million and cash distributions of $158.5 million. Total liabilities were $14.8 billion, including $12.0 billion of mortgage notes and secured credit facilities and a $1.55 billion unsecured line of credit; total equity declined to $3.42 billion from $3.97 billion at year-end 2025.

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Rhea-AI Summary

Starwood Real Estate Income Trust, Inc. formed a joint venture with funds managed by Apollo Global Management to own, operate and manage a portfolio of approximately 120 U.S. affordable housing properties. Apollo invested $1.02 billion for Class B units representing 41.5% of the joint venture’s equity, while Starwood holds Class A units representing 58.5% and retains full asset management responsibility and operational control. Starwood will consolidate the joint venture and classify Apollo’s stake as a redeemable noncontrolling interest, with no gain or loss at formation. Proceeds are designated to repay a significant portion of Starwood’s credit facility, reducing interest expense and improving operating cash flow.

Starwood guarantees Apollo a minimum annual yield on its investment, which increases over time, and is responsible for related payments. Starwood holds a call option to redeem Apollo’s interest; if exercised between the fifth and 10th anniversaries, the price is set to deliver a capped 7% internal rate of return to Apollo. A new risk factor explains that failing to exercise the buyout option around the fifth anniversary can trigger growing minimum yield, make-whole and other contingent payment obligations, potentially requiring cash payments even when portfolio cash flow is insufficient and, if unmet, could grant Apollo certain governance rights and materially affect liquidity, financial condition and distributions.

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Rhea-AI Summary

Starwood Real Estate Income Trust, Inc. formed a Delaware joint venture with funds managed by Apollo Global Management to own, operate and manage approximately 120 U.S. affordable housing properties. Apollo made a $1.02 billion high-grade investment for Class B Common Units representing 41.5% of the equity. Starwood holds Class A Common Units representing 58.5%, retains full asset management responsibility and operational control, and will consolidate the joint venture, recording Apollo’s stake as a redeemable noncontrolling interest with no gain or loss recognized.

Proceeds will be used to repay a significant portion of Starwood’s credit facility, which the company states will immediately reduce interest expense and improve operating cash flow. Starwood must distribute a portion of available portfolio cash to Apollo and guarantees Apollo an annual minimum yield on its investment, which increases over time and is the company’s responsibility. The joint venture is investment-grade rated. Starwood also has a call option to redeem Apollo’s interest; if exercised between the fifth and 10th anniversary of the August 3, 2026 closing, the call price will be set to provide Apollo a capped 7% internal rate of return, and the company notes that additional financial obligations apply the longer Apollo remains invested.

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Starwood Real Estate Income Trust, Inc. declared July 2026 cash distributions on all classes of common stock, with a gross distribution of $0.0770 per share for Class I, Class D, Class T and Class S shares.

After stockholder servicing fees, the net distribution per share is $0.0770 for Class I, $0.0729 for Class D, and $0.0628 for both Class T and Class S. The distributions are payable to stockholders of record as of the close of business on July 31, 2026 and will be paid on or about August 5, 2026 in cash or through the company’s distribution reinvestment plan.

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Starwood Real Estate Income Trust, Inc. reports updated net asset value and pricing for its ongoing public offering. As of June 30, 2026, aggregate NAV was $7.99 billion across 408.0 million shares and Operating Partnership units. NAV-based transaction prices effective August 3, 2026 are $19.69 (Class S), $19.70 (Class T), $19.27 (Class D) and $19.52 (Class I) per share.

The portfolio’s NAV reflects $20.96 billion in real estate investments and $11.78 billion of debt obligations, plus real estate debt investments and cash. The trust is conducting a continuous offering of up to $10.0 billion of common stock, having sold about $4.5 million in primary shares and $43.6 million through its distribution reinvestment plan to date. Recent monthly share repurchases totaled $4.8 million, $2.3 million, and $2.5 million, primarily for death, disability, and small-balance accounts. A management update adds Qahir Madhany to the Advisor’s Investment Committee, replacing Ethan Bing.

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Rhea-AI Summary

Starwood Real Estate Income Trust, Inc. declared June 2026 monthly distributions for all classes of its common stock. Each class will receive a gross distribution of $0.0770 per share, with net amounts adjusted for class-specific stockholder servicing fees.

Net distributions per share are $0.0770 for Class I, $0.0730 for Class D, $0.0633 for Class T, and $0.0632 for Class S. Distributions are payable to stockholders of record as of the close of business on June 30, 2026, and will be paid on or about July 6, 2026 in cash or through the distribution reinvestment plan.

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Starwood Real Estate Income Trust, Inc. is asking stockholders to vote at its 2026 virtual annual meeting on August 11, 2026. Holders of 387,100,013 common shares outstanding as of May 13, 2026 can vote on electing ten directors and ratifying Deloitte & Touche LLP as independent auditor for 2026.

The board unanimously recommends voting FOR all director nominees and FOR Deloitte. The company is externally managed by Starwood REIT Advisors, which earned $87.6 million of management fees in 2025 and was reimbursed $13.5 million of expenses. Independent directors receive retainers paid 40% in cash and 60% in Class I restricted stock. For each stockholder who votes, the company will make a charitable donation to Habitat for Humanity.

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Starwood Real Estate Income Trust, Inc. provided a supplement disclosing its July 1, 2026 transaction prices, NAV calculation details, share repurchase activity, offering status and a management appointment. The July 1, 2026 transaction prices equal each class's NAV per share as of May 31, 2026: Class S $19.72, Class T $19.72, Class D $19.30, Class I $19.54.

The supplement shows total NAV of $7,986,121 and 407,385 outstanding shares/units as of May 31, 2026. The board amended repurchase limits and accepted approximately $4.8M in April 2026 and $2.3M in May 2026 under the repurchase plan. The Offering remains effective for up to $10.0 billion of shares; to date the company sold shares in the primary offering for proceeds of approximately $3.8M and DRIP purchases totaling approximately $36.2M. On May 18, 2026, John Gonnella was added to the Advisor’s Investment Committee.

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FAQ

How many Starwood Real Estate Income Trust (SWDR) SEC filings are available on StockTitan?

StockTitan tracks 60 SEC filings for Starwood Real Estate Income Trust (SWDR), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Starwood Real Estate Income Trust (SWDR)?

The most recent SEC filing for Starwood Real Estate Income Trust (SWDR) was filed on August 12, 2026.