Disclosures

Medalist Diversified REIT, Inc.

NASDAQ: MDRR

Important Notice

The information on 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 to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about risks, fees, and expenses. Investors should read these documents carefully before investing.

About Medalist Diversified REIT

Medalist Diversified REIT, Inc. is a Maryland corporation that has elected to be taxed as a real estate investment trust (REIT) for federal income tax purposes. The company is publicly traded on the NASDAQ Capital Market under the ticker symbol "MDRR."

Through our subsidiary, MDRR Sponsor TRS, LLC, we sponsor Delaware Statutory Trust (DST) offerings for accredited investors.

SEC Filings

As a publicly traded company, Medalist Diversified REIT files periodic reports with the U.S. Securities and Exchange Commission (SEC), including:

  • Annual Reports on Form 10-K

  • Quarterly Reports on Form 10-Q

  • Current Reports on Form 8-K

  • Proxy Statements

These filings are publicly available through the SEC's EDGAR database at www.sec.gov. Investors are encouraged to review our SEC filings for complete information about our company, financial condition, and results of operations.

Delaware Statutory Trust (DST) Investment Risks

Investments in Delaware Statutory Trusts involve significant risks. Prospective investors should carefully consider the following risk factors, among others, before investing:

Illiquidity Risk

DST interests are illiquid investments. There is no public market for DST interests, and none is expected to develop. Investors may not be able to sell their interests and should be prepared to hold their investment for the full term of the DST, which may be 5-10 years or longer.

Loss of Principal

Investors may lose some or all of their invested capital. There is no guarantee that investors will receive any return of their investment or any profits.

Single-Tenant Risk

DST properties are typically leased to a single tenant. If the tenant defaults on its lease obligations, fails to renew its lease, or experiences financial difficulties, the DST may lose its sole source of rental income.

Real Estate Market Risk

Real estate values and income can be affected by various factors including local, regional, and national economic conditions, changes in interest rates, supply and demand for similar properties, and other market conditions.

Interest Rate Risk

Changes in interest rates may affect the value of real estate and the cost of borrowing. Rising interest rates may negatively impact property values and increase debt service costs.

Leverage Risk

DST properties may be acquired using debt financing. The use of leverage increases the risk of loss if the property declines in value or if rental income is insufficient to cover debt service obligations.

Limited Control

DST investors have no control over the management, operation, or disposition of DST properties. The DST trustee and property manager make all decisions regarding the property.

Tax Risk

Tax laws and regulations may change, which could adversely affect the tax benefits associated with DST investments and 1031 exchanges. Investors should consult with their tax advisors regarding their specific tax situation.

1031 Exchange Risk

The IRS may challenge the qualification of a DST investment for 1031 exchange treatment. If the exchange is disqualified, investors may be subject to immediate tax liability on their capital gains.

Tenant Credit Risk

Even investment-grade tenants may experience financial difficulties or bankruptcy, which could result in lease defaults or rent reductions.

Environmental Risk

DST properties may be subject to environmental liabilities, including remediation costs for contamination discovered after acquisition.

Concentration Risk

Investment in a single DST property represents a concentrated investment in a single asset, which increases risk compared to a diversified portfolio.

This is not a complete list of risks. Prospective investors should carefully review the Private Placement Memorandum (PPM) for a complete discussion of risks associated with any specific DST offering.

Accredited Investor Requirements

DST investments offered by Medalist are available only to "accredited investors" as defined in Rule 501(a) of Regulation D under the Securities Act of 1933. Accredited investors generally include:

  • Individuals with annual income exceeding $200,000 (or $300,000 combined with a spouse or spousal equivalent) in each of the prior two years with a reasonable expectation of the same income level in the current year

  • Individuals with net worth exceeding $1,000,000, either individually or jointly with a spouse or spousal equivalent, excluding the value of their primary residence

  • Certain entities with assets exceeding $5,000,000

  • Entities in which all equity owners are accredited investors

  • Individuals holding certain professional certifications, designations, or credentials recognized by the SEC

Investors must meet applicable suitability requirements in addition to accredited investor qualifications. Please review the PPM for specific suitability standards for each offering.

Forward-Looking Statements

This website may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements include statements about our expectations, beliefs, plans, objectives, intentions, assumptions, and other statements that are not historical facts.

Forward-looking statements can often be identified by words such as "anticipate," "believe," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "should," "will," "would," or similar expressions and the negatives of those terms.

Forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause our actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements.

We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.

Broker-Dealer Disclosure

Securities offered through Realta Wealth, LLC, Member FINRA/SIPC.

Medalist Diversified REIT, Inc. and Realta Wealth, LLC are not affiliated entities.

To verify the registration status of Realta Wealth, LLC or any associated persons, please visit FINRA BrokerCheck.

FactRight Due Diligence Disclosure

Medalist engages FactRight, LLC to prepare independent due diligence reports on our DST offerings. FactRight is an independent due diligence firm that is not affiliated with Medalist.

Medalist pays FactRight a fee for its due diligence services. FactRight's analysis and reports represent its independent professional opinions based on the information available at the time of the report.

FactRight due diligence reports are not a guarantee of investment performance, a recommendation to invest, or a substitute for investors' own independent analysis. Investors should review the complete PPM and consult with their own advisors before making investment decisions.

721 UPREIT Exchange Disclosure

Medalist may offer DST investors the potential opportunity to exchange their DST interests for Operating Partnership (OP) units in Medalist Diversified Holdings, LP through a 721 exchange (also known as an UPREIT transaction) at the conclusion of the DST holding period.

Important limitations:

  • The 721 exchange option is not guaranteed and is subject to approval by Medalist's Board of Directors at the time of any potential transaction

  • There can be no assurance that a 721 exchange opportunity will be offered or available

  • The terms of any future 721 exchange, including the exchange ratio, are not determinable at the time of DST investment

  • OP units are illiquid securities with no established public trading market

  • OP units may be subject to restrictions on transfer and redemption

  • Tax consequences of a 721 exchange depend on individual investor circumstances

Investors should not rely on the possibility of a future 721 exchange when making their investment decision. Consult with your tax advisor regarding the tax implications of any potential 721 exchange.

No Investment Advice

The information on this website is provided for general informational purposes only and should not be construed as investment, legal, tax, or financial advice. Medalist Diversified REIT, Inc. is not a registered investment advisor, broker-dealer, attorney, or certified public accountant.

Prospective investors should consult with their own investment, legal, tax, and financial advisors before making any investment decisions.

Past Performance Disclaimer

Past performance is not indicative of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk, including possible loss of principal.

No Guarantee of Distributions

Any projected or targeted distributions or returns are not guaranteed. Actual distributions may be higher or lower than projected or may not occur at all. Distributions may include a return of capital and may not represent profits or income.

Website Accuracy

While we strive to keep the information on this website accurate and up to date, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the information contained on the website.

In the event of any discrepancy between the information on this website and the information contained in SEC filings or offering documents, the SEC filings and offering documents shall control.

Third-Party Links

This website may contain links to third-party websites that are not owned or controlled by Medalist. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party websites.

Copyright and Trademarks

© 2026 Medalist Diversified REIT, Inc. All rights reserved.

"Medalist," "Medalist Diversified REIT," the Medalist logo, and "MDRR" are trademarks or registered trademarks of Medalist Diversified REIT, Inc.

All other trademarks, service marks, and company names mentioned on this website are the property of their respective owners.

Contact Information

Medalist Diversified REIT, Inc.

Email: Solutions@MedalistREIT.com

Phone: (949) 415-6633

Mailing Address: P.O. Box 8436 Richmond, VA 23226

Investor Relations: Email: Solutions@MedalistREIT.com

Last Updated: January 16, 2026