Cottonwood Communities, Inc.·8-K/A

Mar 6, 3:18 PM ET

Cottonwood Communities, Inc. 8-K/A

8-K/A · Cottonwood Communities, Inc. · Filed Mar 6, 2026

Research Summary

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Cottonwood Communities Announces RealSource Internalization Merger

What Happened
Cottonwood Communities, Inc. (CCI) filed an amendment to its December 19, 2025 Form 8-K (filed March 6, 2026) to provide the historical financial statements and pro forma financial information required in connection with the previously announced internalization transaction with RealSource. On December 18, 2025, RealSource Properties, Inc. (RS) merged into a CCI subsidiary and RealSource Properties OP, LP (RSOP) merged into Cottonwood Residential O.P., LP (CROP). Contemporaneously, RSOP acquired the equity interests in RealSource Properties Advisor, LLC, RS Properties Management, LLC and RealSource Management LLC under an Internalization Agreement.

Key Details

  • The mergers closed on December 18, 2025; CCI’s earlier Form 8-K reporting the transactions was filed December 19, 2025 and is being amended.
  • CCI attached audited financial statements for the year ended December 31, 2024 and unaudited interim statements through September 30, 2025 for the acquired entities (RS, RSOP, RS Advisor, RS Property Manager, RSM).
  • CCI included unaudited pro forma consolidated financial information for CCI for the nine months ended September 30, 2025 and the year ended December 31, 2024 (Exhibit 99.11).
  • The filing also includes professional consent (Grant Thornton) and the related exhibits supporting the financial disclosures.

Why It Matters
This amendment supplies the audited and interim historical financials and pro forma results investors need to assess how the RealSource internalization affects Cottonwood’s financial statements and reported results. The pro forma information shows how CCI’s financials would have appeared with the acquired businesses included for the reported periods, which is important for evaluating changes to revenue, expenses, and net results going forward. Investors should review the attached audited statements and the pro forma exhibit to understand the scale and financial impact of the internalization transaction.

Documents

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  • 8-K

    8-K/A- RS MERGER

  • EX-23.1

    EX-23.1 CONSENT OF GT

  • EX-99.1
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