Inland Real Estate Income Trust (INRE) Company Report

Inland Real Estate Income Trust, Inc. (INRE) announced an estimated per share Net Asset Value (NAV) of $16.89 as of September 30, 2025.
This estimated NAV represents a decrease of $2.28, or approximately 11.9%, compared to the last NAV published as of December 31, 2023, primarily attributed to an increase in discount rates and terminal capitalization rates due to higher market interest rates, greater capital expenditure assumptions, and market uncertainty.
The Board of Directors has decided to reinstate the distribution reinvestment plan (DRP) and the share repurchase program (SRP), both effective February 1, 2026; the DRP purchase price will be $16.89 per share, and the SRP repurchase price will be $13.51 per share.
Following a review of strategic alternatives, the Board has decided not to pursue the sale of the Company at this time.

Dec 9, 2025, 9:57 PM

Inland Real Estate Income Trust, Inc. Provides Update on Strategic Review and Credit Facility

INRE

Board Change

Debt Issuance

The board of directors of Inland Real Estate Income Trust, Inc. has decided not to pursue the sale of the Company at this time, following a review of strategic alternatives.
The Company closed on an amendment to its credit facility agreement on November 13, 2025, extending the term and increasing the amount that may be drawn to address upcoming debt maturities. The facility now includes a $285 million revolving credit facility and a $575 million term loan facility, both maturing on April 1, 2029, with an option for a one-year extension, and can be increased up to $1.2 billion.
Effective November 5, 2025, the board increased its size from six to seven members and appointed Anthony Chereso as a Class II director.
The Company anticipates publishing an estimate of per share net asset value (NAV) as of September 30, 2025, during the second week of December.

Nov 17, 2025, 7:52 PM

Inland Real Estate Income Trust Announces Q3 2025 Distribution and Strategic Review Update

INRE

Dividends

M&A

Proxy Vote Outcomes

Inland Real Estate Income Trust, Inc. announced a third quarter 2025 distribution of $0.1356 per share to stockholders of record as of September 30, 2025, which was paid around October 7, 2025.
The Board of Directors is continuing its review of strategic alternatives, including a potential sale of the company, with no timeline set for completion. As of June 30, 2025, the company's portfolio of 52 retail centers maintained a 91.6% occupancy rate, with 87% anchored or shadow-anchored by grocers.
The Federal Reserve lowered the upper end of the federal funds rate to 4.25% on September 17, 2025, marking its first rate cut since December 2024, while inflation remained at 2.9% as of August. The Annual Meeting of Stockholders is scheduled for November 19, 2025, where stockholders will vote on four proposals, including a non-binding advisory resolution on executive compensation.