As an investor in stREITwise, your Investor Center will be on our 3rd party shareholder system, ComputerShare. While they offer support for your Investor Center, your most helpful pathway to immediate help will be to reach out to us directly via email or by phone at (310) 907-5527.

Investor Center Login / Other Issues

How do I login to my account?

If you’re a new investor less than 2-3 weeks old then wait until you receive a verification email or reach out to us directly if you’re unsure. If you’ve had confirmation that your account has processed after this timeline then just follow the below steps after you click on Create Login in the Investor Center.

  1. Go to www.streitwise.com/investor-center which directs you to Computershare’s Investor Center.
  2. Please ensure that the page lists “United States” in the upper right corner.
  3. Select “Create Login.”
  4. Select “Option 1” to register using your Social Security Number or “Option 2” to register using Computershare account number for your  1st stREIT Office Inc. shares. This number will be on your account statement.
  5. When it asks you to select a company you own shares in, start to type in 1st st and then choose “PVTZZZ – 1ST STREIT OFFICE INC”.
  6. Make sure this is the email you used to register your original shares with.
  7. Then, review the terms and conditions and if you agree to them, select the option to agree.
  8. You will now be able to create a User ID and password.

Once your User Id and password are established, most users will have immediate access to view their accounts; however, for security reasons, some users may be initially restricted. In these cases, a Verification Code is sent by Postal Mail to the address listed on the account.

If Option 1 does not work, try Option 2 – Holder Account Option
Enter the following information:

  1. Enter Holder Account Number – You can get this holder ID from us by emailing us
  2. Enter Last Name
  3. When it asks you to select a company you own shares in, start to type in 1st st and then choose “PVTZZZ – 1ST STREIT OFFICE INC”.
  4. Then, review the terms and conditions and if you agree to them, select the option to agree.
  5. Go to USER REGISTRATION and enter the following information:
    1. First and Last Name
    2. Email address – Make sure this is the email you used to register your original shares with.
    3. Create a User ID
    4. New Password & Confirm password
    5. Create a site seal
    6. Set up three security questions
    7. Mobile/ Cell Phone Number – Optional
  6. Go to CONFIRM YOUR EMAIL – An email will be sent to you containing a link. Please click on the link in the email to confirm your email address. As a first-time user of Investor Center, additional identity verification is required.
  7. If you are eligible, you can verify online or you can use the Verify by Mail Option. If you verify online you will get immediate access to your portfolio. If you verify by mail you will need to enter the code that will arrive by mail before you get full access.

I need my account holder ID.

You can see your account holder ID when you login to your Investor Center. If you’re having login issues (see above) and need your holder ID, email us and we can send that over.

How do I change my bank account information?

For individual or joint investors (most accounts), if you have already enrolled in Investor Center and choose to set your account up for Direct Deposit, you can follow these steps:

  • Logon to your Investor Center
  • Go to “My Profile” and then click on Update under Banking details.
  • Select your specific holding from the drop down.
  • At the bottom of the page, select a “Payment Method”. Choose the option that applies to your situation.
  • You will then be asked to provide your banking information.

For non-individual investors (such as IRA holders or Trust holders), fill out this form authorizing your account to have your bank account information added / changed and email us this form. Forward that back to us to make that change.

How do I change my account address?

For individual or joint investors (most accounts), you can typically change your mailing address online through the Investor Center. Please follow the instructions below:

  1. Go to www.streitwise.com/investor-center
  2. Log in with your User ID and Password or if you are a first-time user, click “Create Login” to immediately become an active user.
  3. Once logged in, click the My Profile button on the right hand side of the page.
  4. Next, click the Update button under Address Change and follow the instructions to change your address.

Please note that some account registrations may require additional documentation to be provided in order to effect an address change.

For non-individual investors (such as IRA holders or Trust holders), fill out this form authorizing your address to be changed and email us this form and we will make that change. Note: For IRA holders, the custodian address is the address where correspondence is received and that can’t be changed.

I need a technical walk-through using a shared screen.

A video conference is often the way to go to if you’re having further issues. Here are steps below to get connected with us via conference.

  1. Schedule a time to speak by emailing us at equity@streitwise.com.
  2. Make sure you’re using a Chrome browser on your computer and download the Chrome extension. To download the Chrome extension click here and click “Add to Chrome” and it should be instantaneously added to your browser.
  3. Go to https://uberconference.com/streitwise. If you can’t use audio on your computer, call 781-448-4025 with the pin # 35796.
  4. Add your name and any other info needed.
  5. Click “share screen” button on bottom of screen.
  6. Select your screen that you want to share.

 

Dividends

How do I sign up for the Dividend Reinvestment Plan (DRIP)?

For individual or joint investors (most accounts), signing up for the Dividend Reinvestment Plan is an easy process right in your Investor Center. Follow these steps to enroll.

For non-individual investors (such as IRA holders or Trust holders), fill out this form authorizing your account to be signed up for the Dividend Reinvesting Plan and email us this form. We will have you directly enrolled.

How do we know when we get paid?

You’ll receive an email when dividend payments are on their way. If you signed up for ACH then your payment should be added there. By default, the payout is by check so look out for your payment in the mail.

How often will I receive dividends, and at what rate?

We expect that we will declare and pay dividends on a quarterly basis, and that the dividend rate will be set at a level that we be believe will be consistent and sustainable over time. There can be no assurance as to when, if, and at what level, dividends will be paid as that is a decision our Board of Directors makes each quarter.

Since inception, we’ve delivered 10% annualized quarterly dividends. You can find more information on our historical dividends on the SEC’s website and on our Historical Performance page.

How do I set up my account where my beneficiary can keep receiving the distributions?

When you’re going through the investment process, you select “YES” to the question “Are you investing jointly” and put in the information for both you and your beneficiary. Upon investing, log into your Investor Portal and determine how and where you wanted distributions sent to the joint account. If you already invested, email or call us and we’ll walk through how to add a beneficiary.

When is the next quarterly distribution to be made?

Subject to change per our public filings, but historically, and current expectations, are that dividends, if and when declared, would be paid on or around the last day of each calendar quarter.

Adding Funds

How do I reinvest (add more funds)?

For individual or joint investors (most accounts): You can purchase more shares through your Investor Portal (see how to login above). To increase your holdings, go to Make a Purchase at the top of your Portfolio in the home page and you can select how much you wish to add. Full steps here. Any additional investment you make will be added to your existing holdings and be reflected in your Investor Portal once the new shares are formally processed. This may take up to a week.

For non-individual investors (such as IRA holders or Trust holders): You will add more funds the same way you originally invested by generating a subscription agreement on the Start Investing page and having your custodian wire funds over again. Here are the steps in detail:

  1. Go to the Start Investing page and click the Invest Today button.
  2. A popup will appear. Fill out your name, email (make sure this is the same email you originally used!), select a Self-Directed IRA or 401(k) option, how much you wish to invest, and then Wire transfer. Click Next.
  3. Fill out your personal information as well as custodian information and submit your investment.
  4. Wire instructions will be sent to your email address. Make sure you receive this or check your junk folder.
  5. Email us and let us know you intend to add more funds through your custodian. We will send you a subscription agreement as well as any other forms your specific custodian may need.
  6. Forward these instructions and subscription agreement to your IRA custodian with the note that you want funds wired to 1st stREIT Office Inc.
  7. Once funds are received, they will be processed into additional shares to your account. The entire process may take 2-3 weeks to be processed before the additional shares show up in your account.

What's the minimum amount of funds that can be added after my initial investment?

$500 is the minimum made from the Investor Portal. Steps to add funds from the Investor Portal can be found here.

Can I add funds on a recurring basis?

Yes, once you have access to your Investor Portal you can opt in to recurring investing by following the steps here. Opt for Recurring payments and select the amount to continue to have the same amount invested on a recurring basis. Note: The minimum is $500/month.

Stockholder Redemption

I want to sell my shares or make a redemption request.

Please first view the Quarterly Redemption Plan section of the Offering Circular so you understand the limitations to selling your share in the first year and the NAV discount between year 2-5. If you want to make a request after year 1, please reach out to us at equity@streitwise.com and make a formal request to redeem your shares. We will send over a form that you will complete to sell your shares.

When can I redeem my investment?

There is a 1 year lockout, then you will have a quarterly option to participate in our Stockholder Redemption Plan, subject to certain restrictions that are fully explained in the Stockholder Redemption Plan section of the Offering Circular. A summary of the Stockholder Redemption Plan is below.

Is the redemption plan schedule from the time of investment for each amount or from your first investment?

For investors who hold shares of our common stock with more than one record date, redemption requests will be applied to such shares in the order in which they were purchased, on a first in first out basis.

Investment Status / Portfolio

How will I be updated on the progress of my investments?

We will provide you with periodic updates on the performance of your investment by posting recurring reports and reports for specified material events on the SEC’s website here. We may also provide updates on our website or through secure electronic delivery.

Will I get statements by mail or email?

You don’t receive a monthly statement, rather, you’ll receive a statement along with your quarterly dividends. You can also go to your Investor Center to review your holdings anytime.

How can I see my portfolio?

You will be able to track the status of your investment on the Investor Portal on our transfer agent’s website once your investment is approved. Our transfer agent is ComputerShare.

Taxes

When will I get my tax documents?

Your Form 1099-DIV tax information, if required, will be provided by January 31 of the year following each taxable year.

What is a Form 1099-DIV?

IRS Form 1099-DIV is sent to investors annually and provides the tax character of any distributions (dividends and any other distributions) paid to you during the tax year.

Will the dividends I receive be taxable as ordinary income?

Unless your investment is held in a qualified tax-exempt account, your dividends will generally have tax implications. Dividends will typically come in three forms –

(i) return of capital dividends (which are generally not taxed and instead reduce your tax basis for future capital gain consideration)
(ii) capital gain dividends (which are generally taxable at long-term capital gain rates), or dividends from current or accumulated earnings or profits (which are generally taxed at ordinary income rates).

However, because each investor’s tax considerations are different, we recommend that you consult with your tax advisor.

How do I change my tax status?

For individual or joint investors (most accounts), you can certify or change your tax information online through Investor Center by logging in and selecting “My Profile” from the right hand-side.

For non-individual investors (such as IRA holders or Trust holders), email us your W9 form directly and we will have you directly authorized.

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