Investor Resources
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Investor Resources *
Access essential documents, SEC filings, and legal agreements required for investment evaluation and participation in The Community REIT.
Investor & Treasury Prospectus
Comprehensive prospectus integrating full Treasury Structure and Capital Participation Agreement, including detailed proxy information, competencies, and strategic mandate for The Community REIT.Heritage REIT Stockholder Agreement
Comprehensive stockholder protection agreement and business charter for Heritage Hospitality & Healthcare REIT, Inc., detailing governance structure, shareholder rights, and 7-year growth projections.Proposed Letter of Credit
Proposed sample/template Letter of Credit from First Meridian Bank, N.A. for $200M with $20M initial cash collateral, supporting commercial borrowing and development obligations for Heritage REIT projects.Private Equity Readiness & Due Diligence Memorandum
Comprehensive due diligence memorandum for Heritage REIT private equity investment opportunity, including financial analysis, market positioning, and investment structure.Heritage REIT Board Member Agreement
Comprehensive board member duties, responsibilities, and compliance requirements including SEC and FCC obligations. Features supplemental addendum with quarterly compliance checklist and annual regulatory calendar.Heritage Confidentiality and Non-Disclosure Agreement
Comprehensive stockholder protection agreement and business charter for Heritage Hospitality & Healthcare REIT, Inc., detailing governance structure, shareholder rights, and 7-year growth projections.Letter of Intent
Preliminary framework outlining the investment structure and development plans for The Community REIT.Heritage REIT Investment Agreement
Investment intake and governance agreement establishing legal structure for fund management, investor protections, and regulatory compliance with SEC and banking regulations.Heritage Group, LLC - Confidentiality and Non-Disclosure Agreement
View Agreement