Broad Street Realty, Inc.

Overview

• IndustryReal Estate²
• HeadquartersBethesda, United States²
• Incorporated inDE³
• Business address11911 Freedom Drive, Suite 450, Reston, Va 20190³
• Filer categoryNon-accelerated filer, Smaller reporting company³
• Legal formCorporation²
• Kind of organizationCommercial real estate vehicle²
• LEI549300HPC42X4M6B9070²
• StatusActive²
• LEI statusLapsed (not renewed)²
• Registered addressC/O DELAWARE SECRETARY OF STATE, 19901 Dover, United States²
• Registered withDivision of Corporations, Department of State, 2120359²

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We are focused on owning and managing essential grocery-anchored and mixed-use assets located in densely populated technology employment hubs and higher education centers within the Mid-Atlantic, Southeast and Colorado markets. As of December 31, 2024, we owned 15 properties, of which two properties are being redeveloped. The properties in our portfolio are dispersed in sub-markets that we believe generally have high population densities, high traffic counts, good visibility and accessibility, which provide our tenants with attractive locations to serve the necessity-based needs of the surrounding communities. We intend to focus on acquiring additional strategically positioned properties in established and developing neighborhoods primarily leased to necessity-based tenants that meet the needs of the surrounding communities in our existing markets, as well as acquiring properties in new …⁵ From its latest annual report

Corporate structure

Broad Street Realty, Inc. sits at the top of its group. 29 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Broad Street Realty, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Real estate and locations

Investments

Intangibles and goodwill

Properties, in its own words

The information set forth under “Our Portfolio” in Item 1 of this report is incorporated herein by reference.

Item 2 of the 10-K filed Mar 28, 2025.⁵

Leadership

Who has led Broad Street Realty, Inc., and when. Pick a name to see everywhere that person has worked.

• Chief executive officerMichael Z. Jacoby Dec 31, 2019 to Sep 19, 2024¹⁵
• Chief executive officerGary O. Marino Feb 4, 2009 to Dec 23, 2013¹⁶
• Chief executive officerPaul S. Dennis Sep 9, 2008 to Aug 25, 2017¹⁷
• ChairGary O. Marino Jul 31, 2008 to Dec 31, 2014¹⁸
• PresidentPaul S. Dennis Jun 5, 2017 to Aug 25, 2017¹⁹
• PresidentJoseph C. Bencivenga Aug 11, 2017 to Aug 25, 2017²⁰
• PresidentDonald D. Redfearn Oct 2, 2013 to Oct 2, 2013²¹
• PresidentGary O. Marino Feb 4, 2009 to Jul 7, 2011¹⁶
• Chief financial officerAlexander Topchy Dec 31, 2019 to Sep 26, 2024²²
• Chief financial officerLarry Forman Jun 2, 2010 to Sep 16, 2010²³
• Chief financial officerBennett Marks Nov 18, 2008 to Feb 23, 2010²⁴
• Chief financial officerPaul S. Dennis Mar 6, 2007 to Aug 25, 2017²⁵

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

• BSC Cromwell Property LLC Maryland⁴
• BSR Midtown Current LLC Delaware⁴
• BSR Midtown Current Parent LLC Delaware⁴
• BSV Acquisitions LLC Maryland⁴
• BSV Avondale LLC Washington, DC⁴
• BSV Colonial Owner LLC Virginia⁴
• BSV Coral Hills LLC Maryland⁴
• BSV Crestview Square LLC Maryland⁴
• BSV Cromwell Parent LLC Maryland⁴
• BSV Greenwood Investors LLC Delaware⁴
• BSV Greenwood Village LLC Delaware⁴
• BSV Highlandtown LLC Maryland⁴
• BSV Hollinswood LLC Maryland⁴
• BSV Lamar East LLC Delaware⁴
• BSV Lamar West LLC Delaware⁴
• BSV Lamont Investors LLC Delaware⁴
• BSV Lamonticello Owner LLC Virginia⁴
• BSV Patrick Street LLC Maryland⁴
• BSV Premier Brookhill LLC Virginia⁴
• BSV West Broad Commons LLC Virginia⁴
• Broad Street Eagles JV LLC Delaware⁴
• Broad Street OP GP, LLC Delaware⁴
• Broad Street Operating Partnership, LP Delaware⁴
• Broad Street Realty Commercial Services, LLC Delaware⁴

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Former names

• MedAmerica Properties Inc.Jul 19, 2017 to Dec 3, 2019³
• Banyan Rail Services Inc.Jan 6, 2010 to Jun 19, 2017³
• BHIT INCAug 10, 1999 to Dec 21, 2009³
• BANYAN HOTEL INVESTMENT FUNDFeb 22, 1995 to May 17, 1999³

Timeline

1. Mar 26, 20268-K Bankruptcy or receivership; Executive or director change⁴⁴
2. Nov 12, 20258-K Executive or director change⁴⁵
3. Nov 10, 20258-K Executive or director change⁴⁶
4. Sep 3, 20258-K Executive or director change⁴⁷
5. Apr 11, 20258-K Debt or obligation accelerated; Other events⁴⁸
6. May 30, 20248-K Shareholder vote⁴⁹
7. May 6, 20248-K Regulation FD disclosure⁵⁰
8. Apr 11, 20248-K Regulation FD disclosure⁵¹
9. Apr 10, 20248-K Executive or director change⁵²
10. Oct 24, 20238-K Change to shareholders' rights; Bylaws or fiscal year changed; Shareholder vote⁵³
11. Jul 25, 20238-K Completed an acquisition or sale⁵⁴
12. Jul 7, 20238-K Completed an acquisition or sale⁵⁵
13. Dec 31, 2019New chief executive Michael Z. Jacoby becomes CEO¹⁵
14. Feb 4, 2009New chief executive Gary O. Marino becomes CEO¹⁶
15. Sep 9, 2008New chief executive Paul S. Dennis becomes CEO¹⁷
16. Mar 13, 1987Founded Broad Street Realty, Inc. is founded²

Filings

177 filings to the SEC since October 2021: 6 annual reports, 12 quarterly reports, 23 major events, 114 insider forms, 10 large holders, 1 private raises, 11 other. The latest 20:

1. Aug 4, 2026SCHEDULE 13D/A EDGAR
2. Mar 26, 20268-K EDGAR
3. Nov 17, 2025NT 10-Q EDGAR
4. Nov 12, 20258-K EDGAR
5. Nov 10, 20258-K EDGAR
6. Sep 3, 20258-K EDGAR
7. Aug 19, 202510-Q EDGAR
8. Aug 15, 2025NT 10-Q EDGAR
9. Jun 6, 202510-Q EDGAR
10. May 16, 2025NT 10-Q EDGAR
11. Apr 29, 202510-K/A EDGAR
12. Apr 22, 2025SCHEDULE 13D/A EDGAR
13. Apr 11, 20258-K EDGAR
14. Apr 10, 2025SCHEDULE 13D/A EDGAR
15. Apr 2, 2025SCHEDULE 13D/A EDGAR
16. Mar 28, 202510-K EDGAR
17. Mar 12, 2025SCHEDULE 13D/A EDGAR
18. Mar 4, 2025SCHEDULE 13D/A EDGAR
19. Feb 14, 20255 ANNUAL STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP EDGAR
20. Feb 4, 2025SCHEDULE 13D/A EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

70 open-market trades by officers, directors and large owners since October 2021: 70 buys and 0 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• Fortress Investment Group LLCSCHEDULE 13D/A, 9 filings Nov 29, 2022 to Aug 4, 2026⁵⁶
• FIG Buyer GP, LLCSC 13D, 1 filing May 21, 2024⁵⁷

Funding

Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.

Private raises

Private offerings the company reported to the SEC on Form D. The amount is what the latest filing says was sold so far, charted in the year of the first sale. Covers filings since Oct 1, 2021.

1. Oct 6, 2021Filed a private offering of equity⁵⁸ Form D: 51 investors so far Form D

SEC filer profile

How Broad Street Realty, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARBroad Street Realty, Inc.¹
• CIK0000764897
• Employer ID (EIN)36-3361229⁵
• Filer statusNon-accelerated filer not an emerging growth company; a smaller reporting company; not a shell company⁵
• Incorporated inDelaware⁵
• Fiscal year endsDecember 31¹
• Industry code (SIC)6500 Real Estate¹
• SEC reviewing officeOffice of Real Estate & Construction, Division of Corporation Finance¹
• Business address11911 Freedom Drive, Suite 450, Reston, VA 20190¹
• Phone561-617-8050¹
• Shares outstanding34,721,513 as of Aug 14, 2025¹⁴
• Public float$7.3B as of Jun 30, 2024⁵
• AuditorCherry Bekaert LLP, Richmond, Virginia PCAOB ID 677; no auditor attestation of internal control over financial reporting⁵
• On EDGAR sinceFeb 22, 1995¹
• Filings704 in all: 4 (278), 8-K (110), 10-Q (53), 10QSB (39), SC 13D/A (35), 3 (26), 10-K (18), SC 13D (14)¹
  All 38 form types

  NT 10-Q (12), 10KSB (10), NT 10-K (10), 4/A (9), D (9), 5 (7), DEF 14C (7), PRE 14C (7), SCHEDULE 13D/A (7), UPLOAD (7), 8-K/A (6), 10QSB/A (4), CORRESP (4), PRER14A (4), 10-K/A (3), 10KSB40 (3), DEF 14A (3), REGDEX (3), S-8 (3), 10-Q/A (2), 10KSB/A (2), 3/A (1), CT ORDER (1), D/A (1), DEFS14A (1), PRE 14A (1), PRES14A (1), SC 13G (1), SC 13G/A (1), SC 14F1 (1)

• Latest filingsAnnual report (10-K) Mar 28, 2025
  Quarterly report (10-Q) Aug 19, 2025
  Proxy statement (DEF 14A) Apr 22, 2024
  Latest 8-K (8-K) Mar 26, 2026

Securities registered for trading

From the cover page of the 10-K filed Mar 28, 2025 (Section 12(b) of the Exchange Act).⁵

Risk factors and legal proceedings

The risks Broad Street Realty, Inc. names in Item 1A of its 10-K filed Mar 28, 2025: 53 risks under these headings, as written.⁵

• Risks Related to Our Business and Properties
• We have a history of net losses and expect to continue to incur net losses in the near term.
• We primarily rely upon external sources of capital to fund acquisitions, development opportunities and repayment of significant maturities of principal debt, and, if we encounter difficulties in obtaining capital, we may not be able to repay maturing obligations or make future investments necessary to grow our business.
• All of the properties in our portfolio are located in the greater Mid-Atlantic and Colorado regions. Adverse economic or regulatory developments in these areas could materially and adversely affect our business.
• We depend upon tenant leases for most of our revenue, and lease terminations and/or tenant defaults, particularly by one of our significant tenants, could materially and adversely affect the income produced by our properties, which could materially and adversely affect our financial condition, results of operations, cash flows, cash available for distribution and ability to satisfy our debt service obligations.
• We may be unable to collect balances due from tenants that file for bankruptcy protection, which could materially and adversely affect our financial condition, results of operations, cash flows, cash available for distribution and ability to satisfy our debt service obligations.
• We face significant competition from the College of William and Mary university-owned student housing.
• We have a substantial amount of indebtedness outstanding, which could materially and adversely affect our financial condition, results of operations and ability to make distributions to our stockholders.
• Secured debt obligations expose us to the possibility of foreclosure, which could result in the loss of our investment in a property or group of properties subject to mortgage debt.
• The Eagles Sub-OP Operating Agreement contains provisions that could significantly impede our operations and our ability to efficiently manage our business and that could materially and adversely affect our financial condition, results of operations and cash flows, the trading price of our common stock and our ability to pay dividends to our common stockholders in the future.
• Covenants in our debt agreements could adversely affect our financial condition, results of operations and cash flows and the trading price of our common stock.
• There are inherent risks associated with real estate investments and with the real estate industry, each of which could have an adverse impact on our financial performance and the value of our properties.

Legal proceedings

From time to time, we may be involved in various claims and legal actions in the ordinary course of business. We are not currently involved in any material legal proceedings outside the ordinary course of our business.

The opening of Item 3, Legal Proceedings.⁵