U.S. investors, most tax forms are mailed by January 31 and are available online.
Please sign up for e-delivery of your tax forms to receive immediate notification of when forms are available online.
| Form | Account type | What it reports | Mailed on or before |
|---|---|---|---|
| 1099-B | Taxable | Proceeds from a sale | February 18 |
| 1099-DIV | Taxable | Dividends and capital gain distributions | January 31 |
To obtain historical 1099 forms or transaction history, please log in to your account. If you are unable to access these documents, please reach out to our Shareholder Operations Team by phone 888.310.9352 or email operations@blackcreekgroup.com. Please allow 24 hours for a response via email.
Supplemental tax information is provided below. The tax character of historical distributions as a percent of each total distribution is shown in the table below for each of the funds. To access your specific tax forms, please log in to your account.
What does it report?
Form 1099-B reports net proceeds from the sale of shares in taxable accounts.
These proceeds are categorized by short-term gains, long-term gains or losses. These proceeds are categorized by short-term gains, long-term gains or losses. Short-term gains are generally taxed at your ordinary income rate and long-term gains at the long-term capital gains rate, which is typically lower than the ordinary income tax rate.
What else should I know?
This form may report cost basis, gains and losses, and other information to report the sale or exchange of shares.
If you sold shares in a taxable account during the tax year, such a transaction will be reported on Form 1099-B. If shares are “covered securities” as defined in Internal Revenue Code Section 6045, the cost basis and corresponding gain or loss is reported. If all or any of your shares are “uncovered securities”, which are generally shares purchased prior to January 2011, you are responsible for calculating the specific taxable gain or loss resulting from the total proceeds reported on Form 1099-B. Please consult a tax professional for guidance.
What does it report?
Form 1099-DIV reports dividends (ordinary and qualified) and capital gains from taxable accounts, regardless of whether they are paid in cash or reinvested.
Each distribution type will be listed separately. This information can then be used to identify how you will be taxed. Ordinary dividends are generally taxed at your ordinary income tax rate. Qualified dividends and capital gains may be taxed at the long-term capital gains rate, which is typically lower than the ordinary income rate.
What else should I know?
The Tax Cuts and Jobs Act enacted on December 22, 2017, created a new deduction known as the section 199A deduction. Under this rule, eligible taxpayers may be entitled to a deduction of up to 20 percent of their real estate investment trust (REIT) dividends that are taxed as ordinary income. This amount is reported in Box 5a of Form 1099-DIV and is included in the amounts reported in Box1a. Please consult with a professional tax advisor about your specific situation. Black Creek Group and its affiliates do not provide tax advice.
NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of this firm on FINRA’s Broker Check.
Real estate investment trusts are not suitable for all investors. Investing in shares of Black Creek Diversified Property Fund Inc. (“DPF”) and Black Creek Industrial REIT IV Inc. (“BCI IV”) involves a high degree of risk, including the risk that payment of distributions is uncertain and cannot be guaranteed, the risk that an investment in DPF and/or BCI IV is not liquid, and the risk that stockholders may lose the entire amount of their investment. Please review the applicable summary risk factors and prospectus linked below for a complete list of the risks associated with DPF’s and/or BCI IV’s offering.
DPF Summary Risk Factors
DPF Prospectus
BCI IV Summary Risk Factors
BCI IV Prospectus
The information within this website concerning DPF and/or BCI IV is solely for informational purposes and constitutes neither an offer to sell nor the solicitation of an offer to buy the securities described in DPF’s and BCI IV’s prospectuses. The offering is made only by the applicable prospectus. The information presented herein is not, and is not intended to be, a complete discussion of all material information you should know about DPF and/or BCI IV. If you are considering purchasing shares of DPF and/or BCI IV, you must thoroughly read the applicable prospectus prior to making a purchase to understand fully all of the implications and risks of the offering of DPF’s and/or BCI IV’s securities, and carefully consider the investment objectives and policies, risk factors, fees and ongoing expenses of an investment before purchasing shares.
Any dealer participating in the offering can arrange to send you the applicable prospectus upon request. You can also obtain a prospectus of DPF and/or BCI IV here, by calling toll-free 866.324.REIT (7348), or by visiting EDGAR on the Securities and Exchange Commission’s (“SEC”) website at www.sec.gov and searching for company filings under the name of “Black Creek Diversified Property Fund Inc.” and/or “Black Creek Industrial REIT IV Inc.”
DPF’s and BCI IV’s shares will be offered to the public through Black Creek Capital Markets, LLC, which will act as the dealer manager, and through other members of the Financial Industry Regulatory Authority (FINRA) or with the assistance of registered investment advisors. Securities are not FDIC-insured nor bank guaranteed and may lose value. Unless noted otherwise, all properties shown are owned by DPF or BCI IV.
No offer is made except by a prospectus filed with the Department of Law of the State of New York. Neither the SEC nor any other state securities regulator has approved or disapproved of the securities or determined if DPF’s and BCI IV’s prospectuses are truthful or complete. In addition, the Attorney General of the state of New York has not passed on or endorsed the merits of DPF’s or BCI IV’s offerings. Any representation to the contrary is unlawful.
DPF’s prospectus and BCI IV’s prospectus are provided in Adobe PDF format. The Adobe Reader software can be downloaded here.