FAQs

To access your CIRE Equity Investor Portal account, simply log in here using your designated username and password. In the event you encounter any difficulties gaining access, kindly contact our Investor Relations team at ir@cireequity.com for prompt assistance.

You can expect to see your investments on the Investor Portal within 45-60 days from your initial investment or investment start date. For instance, if your investment start date is 8/1, you should be able to view your investment in the Investor Portal no later than 9/30. This timeframe ensures timely and accurate updates to reflect your holdings in the portal.

We deliver comprehensive investment reports quarterly. Within 45 days of the close of each quarter, we provide detailed updates within our Quarterly Reports and upload your earnings data to the Investor Portal. Expect to receive a notification email from Investor Relations, guiding you on accessing this information. Simply log into the CIRE Equity Investor Portal to stay informed about the latest developments in your investment portfolio.

Within 45 days of the conclusion of the previous quarter, you will receive three types of communications:

• Distribution Notice(s) – This communication outlines options for reinvestment (DRIP) or receiving a cash distribution, provided via a wire transfer.
• Quarterly Investor Statement(s) – These statements offer a comprehensive overview, including your capital account balance, Year-to-Date (YTD) distributions (if any), and your quarterly and YTD rate of return on your investment.
• Quarterly Reports for Your Investment(s) – Emailed to you in PDF format, these reports provide detailed insights into the performance of your investment during the respective quarter.

Your referrals are highly valued. To refer someone as a potential investor, kindly send an introductory email or provide their information to ir@cireequity.com. Once received, our team will promptly reach out, facilitating the process of setting up a potential investor call. We appreciate your commitment to expanding our investor community.

The timing of your distribution depends on the method you’ve chosen:

• Distribution Reinvestment (DRIP): If you’re enrolled in DRIP, your distributions will be reinvested, returning to your account on the first day of the next quarter. For instance, your Q1 distribution will be credited to your account on the first day of Q2 and reflected in your Q2 capital account statement.
• Cash Distribution: If you opt to receive your distribution in cash, the payment will be wire transferred to the bank account we have on file within 45 days of the quarter close.

Automatic DRIP setup is a default for distributions in CREIT. If you prefer to receive partial or all quarterly cash distributions, you can opt-out of DRIP by contacting ir@cireequity.com. Our team will assist in configuring your account according to your preferences.

CREIT operates as an open-ended fund, and as such, there is no fixed investment term. The fund is designed to continue indefinitely, without a predetermined limit on ownership interests. When you invest in an open-ended REIT, your funds contribute to the creation of new ownership interests, and your investment becomes part of the overall pool. Your ownership interests are reflected in a capital balance account, which is reported quarterly to provide transparency into the performance of your investment. There is no specific timeline for cashing out, as the fund remains open-ended, allowing flexibility for investors.

For any changes to your contact or banking details, promptly contact ir@cireequity.com. Unfortunately, you cannot modify this information directly within the Investor Portal. Upon submitting your updated account information, please allow 3-5 days for processing. Investor Relations will send a confirmation email once the update is complete.

These platforms are third-party entities, and we don’t have direct access to set up these accounts for you. However, as an approved alternative investment, you, as the account holder, can initiate this process by reaching out to your fiduciary. Specifically, request to speak with an alternative investment specialist. If you work with a financial or wealth advisor, they may also assist in facilitating this request on your behalf.

Please contact your fiduciary through the information provided below to initiate the setup process:

• TD Ameritrade / Contact
• Fidelity / Contact
• American Estate & Trust / Contact
• Charles Schwab / Contact

Once set up, you can securely access various investment-related documents, tax forms, transaction history, and correspondence. Take advantage of features such as tracking your transaction history and income, viewing investment performance through charts and metrics, and providing portal access to additional contacts, such as consultants, custodians, or accountants.

While CREIT investments are recommended for the long term, we understand the need for flexibility. Investors have the option to submit full or partial redemption requests at any time. To redeem cash from the REIT, whether in full or in part, investors must initiate a redemption request by contacting Investor Relations. It is important to note that a minimum of 90 days’ written notice before the end of any calendar quarter is required. For further details on the Withdrawals & Redemption process, please refer to your PPM documentation or reach out to ir@cireequity.com.

We’ve created a detailed breakdown of each line item you might encounter on your statement, helping you navigate through transaction histories and understand the value of your position in the fund at the close of each quarter.

The purpose of the capital account statement is to detail a record of your transaction history during each quarter and report the value of your position in the fund at the end of the quarter. Here is a breakdown of each line item that may appear on your statement:

• Beginning Balance: This is the value of your account balance at the beginning of the quarter for which the statement is being provided.
• Capital Contribution: If this line items appears, this indicates an increase to your beginning account balance as a result of new capital contributed during the quarter. It includes capital contributed to your investment in the form of cash and/or in-kind contributions of properties/interests in other investments.
• Distributions: Distributions are declared by the fund quarterly, resulting in reductions to your account balance as of the last day of each quarter.
  1. If you elected to participate in the distribution reinvestment plan (“DRIP”), the reinvestment of current quarter distributions will appear as an addition to your account balance next quarter.
  2. If you elected to receive cash distributions, the current quarter distributions will match the amount you received via wire transfer within 45 days after the end of each quarter. We also send quarterly distribution notices that agree to this amount and indicate the type of distribution you received (i.e., cash vs. DRIP).
• Reinvested Distributions*: If you are on DRIP, your previous quarter’s distribution amount is reinvested on the first day of the current quarter and will appear in this line item.
• Income: This is your share of the net income (or loss) of the fund. The fund earns income from the cash flows generated by its properties, realized gains when properties are sold for more than they were acquired, and changes in unrealized gains and losses when the fair value of the fund’s properties are reassessed (at least annually). Income is allocated to your capital account balance based on your percentage ownership in the fund.

If you have any questions or need further assistance, feel free to reach out to us at ir@cireequity.com.