SR Realty Trust
4 Programs on record · filing history back to 2025 · 4 classified as raising now
Website not on recordPrograms on record4
First filed2025
Raising now4
Finished with published result—
Sponsor-reported, from SEC filings and cited sources.
What the record shows
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.Evidence 12345678
Raising money now
Classified active by Top1031 from the SEC filings. That does not confirm an offering is still available to buy.
SponsorPropertyOffering sizeAmount soldStatus☆
Square at 48SEC filing, May 1, 2026
Benson Lights ApartmentsSEC filing, Mar 9, 2026
Show all 4 active offerings
1201 IndustrialSEC filing, Jul 16, 2025
Programs on the record
A Program is the filing-level offering record associated with this sponsor. Published-result figures are shown only with sponsor attribution and adjacent sources.
ProgramFirst filedStatusPublished outcome
Who they are
Written from SEC filings and cited sources
Platform identity and strategy
SR Realty Trust, Inc. (SRRT) is a private real estate investment trust formed in 2014 to invest in a diversified portfolio of stable, institutional-quality commercial real-estate assets alongside investor partners; Schafer Richardson sponsors the trust and states that its principals are significantly invested personally in SRRT 1. A May 1, 2026 offering memorandum states that SRRT is externally managed by SRRT Advisor, LLC 2. The trust states that it invests in commercial assets located in major metropolitan areas across the Upper Midwest, and portfolio highlights dated January 1, 2026 report more than $572 million of real estate, 50 properties, four investments, more than 5.7 million square feet and 60% loan-to-value, with assets in Minneapolis–Saint Paul and Duluth, Minnesota; Kansas City, Missouri; Omaha and Lincoln, Nebraska; the Quad Cities in Iowa; and Milwaukee, Wisconsin 3.
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 ↗Sponsor disclosure
- srrealtytrust.com ↗Sponsor disclosure
- srrealtytrust.com ↗Sponsor disclosure
- srrealtytrust.com ↗Sponsor disclosure
- Top1031 sponsor record ↗Top1031-derived
- sr-re.com ↗Sponsor disclosure
- srrealtytrust.com ↗Sponsor disclosure
- srrealtytrust.com ↗Sponsor disclosure