109 0 Kommentare UDR Reports Tax Status of 2023 Distributions

UDR, Inc. (the “Company”) (NYSE: UDR), a leading multifamily real estate investment trust, reported today the tax status of its 2023 distributions paid to shareholders. The following table summarizes the nature of these cash distributions per share and provides the appropriate Form 1099-DIV box number:

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

Common Shares:

1/9/2023

1/31/2023

$0.380000

$0.333306

$0.000014

$0.046694

$0.007374

$0.096363

$0.038015

$0.000000

$0.333292

4/10/2023

5/1/2023

$0.420000

$0.368391

$0.000016

$0.051609

$0.008150

$0.106507

$0.042016

$0.000000

$0.368375

7/10/2023

7/31/2023

$0.420000

$0.368391

$0.000016

$0.051609

$0.008150

$0.106507

$0.042016

$0.000000

$0.368375

10/10/2023

10/31/2023

$0.420000

$0.368391

$0.000016

$0.051609

$0.008150

$0.106507

$0.042016

$0.000000

$0.368375

Total

$1.640000

$1.438479

$0.000062

$0.201521

$0.031824

$0.415884

$0.164063

$0.000000

$1.438417

Preferred Shares Series E:

1/9/2023

1/31/2023

$0.411400

$0.360847

$0.000016

$0.050553

$0.007983

$0.104325

$0.041156

$0.000000

$0.360831

4/10/2023

5/1/2023

$0.454800

$0.398914

$0.000017

$0.055886

$0.008826

$0.115331

$0.045498

$0.000000

$0.398897

7/10/2023

7/31/2023

$0.454800

$0.398914

$0.000017

$0.055886

$0.008826

$0.115331

$0.045498

$0.000000

$0.398897

10/10/2023

10/31/2023

$0.454800

$0.398914

$0.000017

$0.055886

$0.008826

$0.115331

$0.045498

$0.000000

$0.398897

Total

$1.775800

$1.557589

$0.000067

$0.218211

$0.034461

$0.450318

$0.177650

$0.000000

$1.557522

(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 Date	Payment Date	Form 1099-DIV Box 2a, Total Capital Gain Distr. Per Share	One Year Amounts Disclosure Per Share	Three Year Amounts Disclosure Per Share

Common Shares:
1/9/2023	1/31/2023	$0.046694	$0.008821	$0.009058
4/10/2023	5/1/2023	$0.051609	$0.009750	$0.010011
7/10/2023	7/31/2023	$0.051609	$0.009750	$0.010011
10/10/2023	10/31/2023	$0.051609	$0.009750	$0.010011
	Total	$0.201521	$0.038071	$0.039091

Preferred Shares Series E:
1/9/2023	1/31/2023	$0.050553	$0.009551	$0.009806
4/10/2023	5/1/2023	$0.055886	$0.010558	$0.010841
7/10/2023	7/31/2023	$0.055886	$0.010558	$0.010841
10/10/2023	10/31/2023	$0.055886	$0.010558	$0.010841
	Total	$0.218211	$0.041225	$0.042329

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 2023 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 2023, 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, 2023, 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 communities in targeted U.S. markets. As of September 30, 2023, UDR owned or had an ownership position in 60,177 apartment homes including 415 homes under development. For over 51 years, UDR has delivered long-term value to shareholders, the best standard of service to residents and the highest quality experience for associates.

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The UDR Stock at the time of publication of the news with a fall of -1,99 % to 34,50EUR on Lang & Schwarz stock exchange (17. Januar 2024, 22:03 Uhr).