SR Realty Trust

Private Investment Firm Minnesota, United States ·Founded 2014

Overview

SR Realty Trust is a private real estate investment trust (REIT) formed in 2014, focusing on investing in a diversified portfolio of commercial real estate properties and related assets. The portfolio includes industrial, multifamily, single-tenant net lease, retail, and office properties located throughout the Upper Midwest. The REIT's primary investment objectives are to preserve and protect shareholders' capital, pay consistent dividends, and deliver long-term capital appreciation. SR Realty Trust is sponsored by Schafer Richardson, a vertically integrated commercial real estate company established in 1995, with its principals significantly invested in SR Realty Trust, aligning their interests with investors. As of June 1, 2025, SR Realty Trust's portfolio was valued at over $530 million, comprising 52 properties totaling more than 5.4 million square feet. The portfolio is primarily composed of industrial, multifamily, and net-leased assets, with a loan-to-value ratio of 48%. The REIT has declared 39 quarterly dividend payments totaling $50 million, reflecting its commitment to providing stable income streams to investors.

Investment Focus

  • Stable income streams
  • Long-term capital appreciation
  • Diversified real estate investments

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Frequently asked questions about SR Realty Trust

What sectors does SR Realty Trust invest in?

SR Realty Trust invests in Real Estate, and is based in Minnesota, United States. SR Realty Trust is listed as a private investment firm in the ConnectSafely investor database.

What stage does SR Realty Trust invest at?

SR Realty Trust backs companies at Growth, Late Stage and Buyout.

Which regions does SR Realty Trust invest in?

SR Realty Trust invests across United States.

Last updated · Source: ConnectSafely investor database