SR Realty Trust
DST sponsorfirst SEC filing 2025srrealtytrust.com
Counted by Top1031 from SEC Form D filings · updated Oct 16, 2026 · Record Card evaluated Oct 12, 2026
0 completed sales; 0 losses or impairments; 0 counted Programs. Fewer than three counted Programs.
SR Realty Trust has sponsored four Delaware Statutory Trust (DST) programs found in SEC Form D filings since 2025, most often industrial and multifamily properties. Today its SEC filings show three active offerings; the newest was first filed on Apr 14, 2026.
SR Realty Trust DST offerings (3 active)
Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.
Ask a specialist about these offeringsSR Realty Trust Record Card
SR Realty Trust
0 completed sales; 0 losses or impairments; 0 counted Programs. Fewer than three counted Programs. NR is not a failing grade. A letter needs 3 counted outcomes or 3 documented sales.
Completed sales 0Losses or impairments 0Counted Programs 0
Of 4 Programs, 0 count toward the Grade: 0 completed sales and 0 losses or impairments. The lines below describe all Programs, including those outside the Grade count.
- Programs found in SEC fundraising filings (Form D)
- 4
- Share of programs over 3 years old whose status we confirmed
- 0%
How does SR Realty Trust build its deals?
From 2 of SR Realty Trust’s offering documents (May 2025–Dec 2025). These are the sponsor's own tables, not the Record Card's counts above.
- How complete is the track record in its offering documents?
- No results table
- How often did past exits return less than investors put in?
- Not shown in its offering documents
- How many current programs pay less than the sponsor projected?
- Not shown in its offering documents
- Can its affiliate buy investors out?
- Yes, in all 2 offerings reviewed
- Does its own master tenant pay the rent?
- Yes, in all 2 offerings reviewed
- Can investors remove the manager?
- Only for cause, in all 2 offerings reviewed
About SR Realty Trust
SR Realty Trust, Inc. (SRRT) is a private real estate investment trust formed in 2014 and sponsored by Schafer Richardson, investing in commercial real estate in major metropolitan areas across the Upper Midwest. The company reports that it introduced the Delaware statutory trust structure in 2024, replacing tenant-in-common ownership as its primary vehicle for facilitating 1031 exchanges, and has since sponsored programs including SRRT 1201 Industrial DST and SRRT Benson DST. Portfolio highlights dated January 1, 2026 report more than $572 million of real estate across 50 properties and more than 5.7 million square feet at 60% loan-to-value, with assets in Minnesota, Missouri, Nebraska, Iowa and Wisconsin.
Sponsor-stated figures are as reported by the sponsor.Sources: srrealtytrust.com · Web page · 2014 · srrealtytrust.com · Web page · 2026 · Top1031 sponsor record · sr-re.com · Web page · 2025
DST platform
SRRT reports that the Delaware statutory trust structure was introduced in 2024, replacing the traditional tenant-in-common structure as the company's primary vehicle for facilitating 1031 exchanges, and that the platform continued expanding during 2025 4. Programs carrying the sponsor's name include SRRT 1201 Industrial DST, first filed in 2025, and SRRT Square 2 DST, SRRT Benson DST and SRRT 5902 Industrial DST, each first filed in 2026 5. A June 11, 2025 Schafer Richardson announcement stated that SRRT closed a $32.9 million Kansas City commercial portfolio — a 500,000-square-foot industrial property leased to Wagner Logistics, an adjacent United Rentals facility and approximately 12 acres of excess land — structured as the company's fourth DST 6.
Reported transaction record
For 2025, SRRT's annual report states that the company closed on three assets totaling $75.2 million and generated approximately $22 million of proceeds from selling DST interests, resulting in approximately $3.7 million of realized gains 4. The same report states that SRRT reduced its share price in December 2025 based on its calculation of the portfolio's net asset value 4. Unaudited consolidated interim statements for the three and six months ended June 30, 2026 report second-quarter sales of portions of the company's investments in three of its Delaware statutory trusts: approximately $4.7 million of cash across five transactions involving 5902 Industrial DST, approximately $4.3 million across three transactions involving SRRT Benson DST, and approximately $3.1 million across three transactions involving SRRT 1201 Industrial DST 7.
Portfolio operations
SRRT's August 2026 newsletter reports that 17 leases totaling 18,237 square feet were executed across the portfolio in the second quarter of 2026, including 16 renewals and one new 1,897-square-foot lease 8.
Show sources (8)Hide sources (8)
- srrealtytrust.com · Web page · 2014 ↗ Sponsor disclosure
- Sponsor offering documents, May 2026
- srrealtytrust.com · Web page · 2026 ↗ Sponsor disclosure
- Sponsor offering documents, Jan 2024
- Top1031 sponsor record ↗
- sr-re.com · Web page · 2025 ↗ Sponsor disclosure
- Sponsor offering documents, Jun 2026
- Sponsor offering documents, Jun 2026
SR Realty Trust track record (4 programs)
Every program found in SEC Form D filings. Programs with a reported result are listed first, then the rest by first filing year. Each row links to its SEC filings.
SR Realty Trust news
More SR Realty Trust coverage (8)
Questions about SR Realty Trust DSTs
- Does SR Realty Trust have DST offerings available now?
- SR Realty Trust’s SEC filings show three active DST offerings, with stated offering sizes from $5.4M to $15.3M. Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest. The newest was first filed on Apr 14, 2026.
- How many DST programs has SR Realty Trust sponsored?
- Top1031 found four SR Realty Trust programs in SEC Form D filings. The first was filed in 2025. Each is listed in the track record on this page with a link to its SEC filings.
- What kind of property does SR Realty Trust put in its DSTs?
- Of the four SR Realty Trust offering records on Top1031, two are industrial and two multifamily.
- What is the minimum investment for SR Realty Trust DSTs?
- Each of its active offerings with a stated minimum lists $500,000, as shown on each offering’s page.
- What results has SR Realty Trust published for its DSTs?
- On its Record Card, none of its four programs sold with a result reported by the sponsor yet. Sponsor-stated figures are as reported by the sponsor; Top1031 does not compute or estimate returns.
- How do I ask about SR Realty Trust offerings?
- Use the “Ask a specialist about these offerings” button at the top of SR Realty Trust’s offerings list on this page. Top1031 is not a broker-dealer or investment adviser and does not provide tax, legal, or investment advice.
Answers are generated from the counts on this page and change when the record changes.
Other DST sponsors with active offerings
What can I do next?
Use the record as a starting point. Compare the current offerings or save them to your Watchlist.