UDR Reports Tax Treatment of 2024 Distributions
UDR, a leading multifamily real estate investment trust, has released its 2024 tax distribution report for shareholders. The company paid quarterly distributions totaling $1.695 per common share and $1.835400 per Series E preferred share throughout 2024. The distributions were split across different tax categories, including ordinary dividends, qualified dividends, capital gain distributions, and section 199A dividends.
For common shares, out of the total $1.695 distribution, $1.593551 was classified as ordinary dividends, with $0.101449 as capital gain distributions. For Series E preferred shares, from the total $1.835400, $1.725551 was ordinary dividends, with $0.109849 as capital gain distributions.
Shareholders will receive IRS Form 1099-DIV from EQ Shareowner Services detailing these distributions. As of September 30, 2024, UDR owned or had ownership positions in 60,123 apartment homes.
UDR, un importante fondo di investimento immobiliare nel settore multifamiliare, ha pubblicato il suo rapporto di distribuzione fiscale per azionisti 2024. L'azienda ha effettuato distribuzioni trimestrali per un totale di $1.695 per azione ordinaria e $1.835400 per azione preferenziale di Serie E durante il 2024. Le distribuzioni sono state suddivise in diverse categorie fiscali, inclusi dividendi ordinari, dividendi qualificati, distribuzioni di guadagni in capitale e dividendi ai sensi della sezione 199A.
Per le azioni ordinarie, su un totale di $1.695 distribuiti, $1.593551 sono stati classificati come dividendi ordinari, mentre $0.101449 come distribuzioni di guadagni in capitale. Per le azioni preferenziali di Serie E, su un totale di $1.835400, $1.725551 sono stati dividendi ordinari, con $0.109849 come distribuzioni di guadagni in capitale.
Gli azionisti riceveranno il Modulo IRS 1099-DIV da EQ Shareowner Services che dettaglia queste distribuzioni. Alla data del 30 settembre 2024, UDR possedeva o aveva posizioni di proprietà in 60.123 appartamenti.
UDR, un destacado fondo de inversión inmobiliaria en el sector multifamiliar, ha publicado su informe de distribución fiscal para accionistas de 2024. La empresa realizó distribuciones trimestrales que totalizan $1.695 por acción ordinaria y $1.835400 por acción preferente de la Serie E a lo largo de 2024. Las distribuciones se dividieron en diferentes categorías fiscales, incluyendo dividendos ordinarios, dividendos calificados, distribuciones de ganancias de capital y dividendos de la sección 199A.
Para las acciones ordinarias, de la distribución total de $1.695, $1.593551 se clasificó como dividendos ordinarios, con $0.101449 como distribuciones de ganancias de capital. Para las acciones preferentes de la Serie E, de un total de $1.835400, $1.725551 fueron dividendos ordinarios, con $0.109849 como distribuciones de ganancias de capital.
Los accionistas recibirán el Formulario IRS 1099-DIV de EQ Shareowner Services, que detalla estas distribuciones. A partir del 30 de septiembre de 2024, UDR poseía o tenía posiciones en 60.123 hogares de apartamentos.
UDR은 선도적인 다가구 부동산 투자 신탁으로, 주주를 위한 2024년 세금 배당 보고서를 발표했습니다. 이 회사는 2024년 동안 일반주식당 $1.695와 시리즈 E 우선주당 $1.835400에 해당하는 분기 배당금을 지급했습니다. 배당금은 일반 배당금, 자격 있는 배당금, 자본 이득 분배 및 섹션 199A 배당금 등 다양한 세금 카테고리로 나뉘었습니다.
일반주식의 경우, 총 $1.695 배당금 중 $1.593551이 일반 배당금으로 분류되었고, $0.101449는 자본 이득 분배로 분류되었습니다. 시리즈 E 우선주의 경우, 총 $1.835400 중 $1.725551이 일반 배당금으로, $0.109849는 자본 이득 분배로 사용되었습니다.
주주는 EQ Shareowner Services로부터 이러한 배당금을 자세히 설명하는 IRS 양식 1099-DIV를 받을 것입니다. 2024년 9월 30일 기준으로 UDR은 60,123개 아파트를 소유하거나 소유권을 가지고 있었습니다.
UDR, un fonds d'investissement immobilier multifamilial de premier plan, a publié son rapport de distribution fiscale pour les actionnaires en 2024. L'entreprise a effectué des distributions trimestrielles totalisant $1.695 par action ordinaire et $1.835400 par action préférentielle de Série E tout au long de l'année 2024. Les distributions ont été réparties entre différentes catégories fiscales, notamment les dividendes ordinaires, les dividendes qualifiés, les distributions de gains en capital et les dividendes de la section 199A.
Pour les actions ordinaires, sur le total de $1.695 distribué, $1.593551 a été classé comme dividendes ordinaires, avec $0.101449 comme distributions de gains en capital. Pour les actions préférentielles de Série E, sur un total de $1.835400, $1.725551 étaient des dividendes ordinaires, avec $0.109849 comme distributions de gains en capital.
Les actionnaires recevront le formulaire IRS 1099-DIV de EQ Shareowner Services détaillant ces distributions. Au 30 septembre 2024, UDR possédait ou avait des positions de propriété dans 60.123 appartements.
UDR, ein führender Immobilienfonds für Mehrfamilienhäuser, hat seinen Steuerverteilungsbericht für Aktionäre 2024 veröffentlicht. Das Unternehmen zahlte vierteljährliche Ausschüttungen in Höhe von insgesamt $1.695 pro Stammaktie und $1.835400 pro Vorzugsaktie der Serie E im Laufe des Jahres 2024. Die Ausschüttungen wurden in verschiedene Steuerkategorien unterteilt, darunter ordentliche Dividenden, qualifizierte Dividenden, Kapitalgewinnausschüttungen und Ausschüttungen gemäß Abschnitt 199A.
Von der Gesamtsumme von $1.695 für Stammaktien wurden $1.593551 als ordentliche Dividenden klassifiziert, während $0.101449 als Kapitalgewinnausschüttungen erfasst wurden. Bei Vorzugsaktien der Serie E entfielen von den Gesamtauszahlungen in Höhe von $1.835400 $1.725551 auf ordentliche Dividenden und $0.109849 auf Kapitalgewinnausschüttungen.
Aktionäre erhalten das IRS-Formular 1099-DIV von EQ Shareowner Services, das diese Ausschüttungen detailliert. Zum 30. September 2024 besaß UDR oder hatte Eigentumsanteile an 60.123 Wohnungen.
- Consistent quarterly dividend payments throughout 2024
- Strong real estate portfolio with 60,123 apartment homes
- Maintained S&P 500 company status
- None.
Insights
UDR's 2024 dividend tax classification reveals important insights for investors. The REIT distributed total dividends of
Breaking down the quarterly progression, UDR demonstrated consistent dividend growth by increasing common share distributions from
For investors, the tax treatment is particularly noteworthy:
- The high proportion of ordinary dividends (
94% ) qualifies for the Section 199A deduction, allowing eligible taxpayers to deduct up to20% of their qualified REIT dividends - The modest capital gains component (
6% ) may benefit investors in higher tax brackets - The unrecaptured Section 1250 gain portion indicates profitable property dispositions, suggesting active portfolio management
As one of the largest multifamily REITs with over 60,000 apartment homes, UDR's dividend structure reflects its strong operational performance and commitment to shareholder returns. The company's ability to maintain and grow its dividend while managing tax efficiency demonstrates sophisticated capital management and robust underlying property performance in their targeted U.S. markets.
| Record Date |
Payment Date |
Distribution Per Share |
Box 1a Total Ordinary Dividends |
Box 1b Qualified Dividends1 |
Box 2a Total Capital Gain Distr. |
Box 2b Unrecaptured Sec. 1250 Gain2 |
Box 2e Sec. 897 Ordinary Dividends1 |
Box 2f Sec. 897 Capital Gain2 |
Box 3 Nondividend Distributions |
Box 5 Sec. 199A Dividends1 |
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1/10/2024 |
1/31/2024 |
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4/10/2024 |
4/30/2024 |
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7/10/2024 |
7/31/2024 |
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10/10/2024 |
10/31/2024 |
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| Total |
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| Preferred Shares Series E: | ||||||||||
1/10/2024 |
1/31/2024 |
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4/10/2024 |
4/30/2024 |
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7/10/2024 |
7/31/2024 |
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10/10/2024 |
10/31/2024 |
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| (1) - These amounts are a subset of, and included in, the amounts in Box 1a. | ||||||||||
| (2) - These amounts are a subset of, and included in, the amounts in Box 2a. | ||||||||||
Pursuant to Treas. Reg. § 1.1061-6(c), UDR, Inc. is disclosing below two additional amounts for purposes of Section 1061 of the Internal Revenue Code. Section 1061 is generally applicable to direct and indirect holders of “applicable partnership interests.”
Record
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Payment
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Form 1099-DIV
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One Year
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Three Year
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Common Shares: |
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1/10/2024 |
1/31/2024 |
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4/10/2024 |
4/30/2024 |
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7/10/2024 |
7/31/2024 |
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10/10/2024 |
10/31/2024 |
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Total |
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Preferred Shares Series E: |
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1/10/2024 |
1/31/2024 |
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4/10/2024 |
4/30/2024 |
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7/10/2024 |
7/31/2024 |
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10/10/2024 |
10/31/2024 |
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Total |
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Shareholders of record of the Company's common and preferred stock will receive an Internal Revenue Service Form 1099-DIV from EQ Shareowner Services, the Company's 2024 distribution paying agent. The form will report the distributions paid and the amounts designated as total ordinary dividends, qualified dividends, total capital gains, unrecaptured section 1250 gains, section 897 ordinary dividends, section 897 capital gain, nondividend distributions, and section 199A dividends. If shares were held in "street name" during 2024, the IRS form will be provided by a bank, brokerage firm, or nominee. Because the Company's tax return has not yet been filed for the year ended December 31, 2024, the distribution allocations presented herein have been calculated using the best available information to date.
The tax treatment of these distributions by state and local authorities varies and may not be the same as the IRS's treatment. Because federal and state tax laws affect individuals differently, the Company cannot advise shareholders on how distributions should be reported on their tax returns. The Company encourages shareholders to consult with their own tax advisors with respect to the federal, state and local income tax consequences of these distributions.
About UDR, Inc.
UDR, Inc. (NYSE: UDR), an S&P 500 company, is a leading multifamily real estate investment trust with a demonstrated performance history of delivering superior and dependable returns by successfully managing, buying, selling, developing and redeveloping attractive real estate properties in targeted
View source version on businesswire.com: https://www.businesswire.com/news/home/20250121287318/en/
UDR, Inc.
Trent Trujillo
ttrujillo@udr.com
720-283-6135
Source: UDR, Inc.
FAQ
What is UDR's total dividend distribution per common share for 2024?
How much of UDR's 2024 common share distribution was classified as ordinary dividends?
What was UDR's preferred Series E share total distribution for 2024?
How many apartment homes did UDR own as of September 30, 2024?
What portion of UDR's 2024 distributions were capital gains?
