IMPORTANT DISCLOSURES
General Notice
This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Offers and sales of securities are made only through official offering documents to investors who meet applicable suitability and accreditation requirements.
Securities Disclosure
Securities are offered through Realta Wealth, Member FINRA/SIPC. Medalist Diversified REIT, Inc. and Realta Wealth are not affiliated entities. Check the background of this firm and its registered representatives on FINRA's BrokerCheck.
Accredited Investor Requirement
Investments in Delaware Statutory Trusts (DSTs) are available only to "accredited investors" as defined under Rule 501 of Regulation D of the Securities Act of 1933. Generally, this requires:
Annual income exceeding $200,000 ($300,000 jointly with spouse) for the past two years with reasonable expectation of the same in the current year, OR
Net worth exceeding $1,000,000, excluding primary residence
Investor suitability requirements apply. Not all investors will qualify.
Risk Factors
An investment in a Delaware Statutory Trust involves substantial risks. Investors should carefully review the Private Placement Memorandum (PPM) for a complete description of all risks. Key risks include, but are not limited to:
Illiquidity Risk: DST interests are illiquid investments with no public trading market. Investors should expect to hold their investment for the full projected hold period (typically 5-7 years). There is no guarantee that an investor will be able to sell or transfer their interest.
Single Tenant Risk: DST properties are typically leased to a single tenant. If the tenant defaults or vacates, there will be no rental income until a replacement tenant is found.
Real Estate Risk: Real estate values can decline due to economic conditions, market changes, environmental issues, natural disasters, or other factors beyond the sponsor's control.
Leverage Risk: DST properties typically utilize mortgage financing. Leverage magnifies both gains and losses. If the property cannot service its debt, foreclosure may result in total loss of investor capital.
No Control: DST investors are passive and have no voting rights or ability to participate in management decisions. The trustee makes all decisions regarding the property.
Tax Risk: Tax laws may change. The anticipated tax benefits of 1031 exchanges and DST investments are based on current law and IRS interpretations, which are subject to change.
Distribution Risk: Distributions are not guaranteed and depend on property income, expenses, and debt service. Distributions may be reduced or eliminated.
Loss of Principal: Investors may lose some or all of their invested capital. Past performance does not guarantee future results.
1031 Exchange Disclosure
1031 exchange rules are complex. The 45-day identification period and 180-day exchange period are strict deadlines that cannot be extended. Investors should consult with qualified tax and legal advisors before entering into a 1031 exchange. Neither Medalist Diversified REIT nor its affiliates provide tax or legal advice.
721 UPREIT Disclosure
References to 721 UPREIT exchanges on this website describe a potential future option, not a guaranteed offering. Any 721 exchange would be subject to REIT approval, investor eligibility requirements, market conditions, and the terms outlined in applicable offering documents. There is no guarantee that a 721 UPREIT exchange opportunity will be available.
Forward-Looking Statements
This website contains forward-looking statements based on current expectations and assumptions. These statements involve known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those expressed or implied. Forward-looking statements include, but are not limited to, statements about projected returns, distribution rates, hold periods, and exit strategies. We undertake no obligation to update forward-looking statements.
Performance Disclosures
Any projected returns, cash flow estimates, or financial projections presented on this website are estimates only and are not guarantees of future performance. Actual results may vary significantly. Past performance of Medalist Diversified REIT or its affiliates does not guarantee future results of any DST offering.
FactRight Disclosure
FactRight is an independent third-party due diligence firm. FactRight reports represent the opinion of FactRight and are provided for informational purposes. Medalist Diversified REIT does not control or guarantee the accuracy of FactRight reports.
Website Disclosure
The information on this website is subject to change without notice. While we strive for accuracy, we do not guarantee that all information is current or error-free. This website is not intended for residents of any jurisdiction where the offer or sale of securities would be unlawful.
Privacy
Medalist Diversified REIT respects your privacy. Personal information submitted through this website will be used only to respond to your inquiry and provide information about our offerings. We do not sell or share personal information with unaffiliated third parties for marketing purposes.
Contact Information
Medalist Diversified REIT, Inc. P.O. Box 8436 Richmond, VA 23226
Email: Solutions@MedalistREIT.com Phone: (949) 415-6633 Website: www.medalistreit.com
NASDAQ: MDRR
SEC Filings
As a publicly traded company, Medalist Diversified REIT files periodic reports with the Securities and Exchange Commission. These filings, including Form 10-K, Form 10-Q, and Form 8-K, are available at www.sec.gov (search for MDRR).
Last updated: November 2025