Filing Analysis
Income Opportunity Realty Investors, Inc. (IOR) filed an 8-K to announce its operational results for the quarter ended June 30, 2026.
📋 Key Facts
- Report date: August 6, 2026
- Reporting period: Quarter ended June 30, 2026
- The filing includes a press release (Exhibit 99.1) detailing operational results
- CEO Erik L. Johnson signed the report
Income Opportunity Realty Investors, Inc. (IOR) announced its operational results for the first quarter ended March 31, 2026. The filing serves as a routine disclosure of quarterly financial performance via a furnished press release.
📋 Key Facts
- The filing was made on May 7, 2026, reporting results for the quarter ended March 31, 2026.
- Information was furnished under Item 2.02 (Results of Operations and Financial Condition).
- Exhibit 99.1 contains the full press release regarding the operational results.
- The report was signed by Erik L. Johnson, the company's President and Chief Executive Officer.
Income Opportunity Realty Investors, Inc. announced its operational results for the fourth quarter ended December 31, 2025. The announcement was made via a press release furnished as an exhibit to the filing.
📋 Key Facts
- The company reported operational results for the quarter ended December 31, 2025.
- The filing was made under Item 2.02 (Results of Operations and Financial Condition).
- A press release dated March 12, 2026, was included as Exhibit 99.1.
Income Opportunity Realty Investors, Inc. held its Annual Meeting of Stockholders on December 10, 2025. The meeting resulted in the re-election of all four current directors and the ratification of Farmer, Fuqua & Huff, P.C. as the independent auditor for fiscal year 2025.
📋 Key Facts
- Annual Meeting held on December 10, 2025; quorum established with 96.59% of outstanding shares represented (4,026,211 shares).
- All four director nominees—Henry A. Butler, Fernando Victor Lara Celis, Robert A. Jakuszewski, and Ted R. Munselle—were re-elected with >92% support.
- Shareholders ratified the appointment of Farmer, Fuqua & Huff, P.C. as independent registered public accounting firm for fiscal year 2025.
- Board meeting on December 11, 2025 resulted in Henry A. Butler being re-elected as Chairman and Ted Munselle as Presiding Director.
Income Opportunity Realty Investors, Inc. (IOR) filed an 8-K to announce its operational results for the quarter ended September 30, 2025. The filing serves as a formal notice that earnings/operational data has been released via press release.
📋 Key Facts
- Report date: November 6, 2025
- Reporting period: Quarter ended September 30, 2025
- The filing includes Exhibit 99.1 containing the official press release of operational results.
- Signed by Erik L. Johnson, President and CEO.
Income Opportunity Realty Investors, Inc. (IOR) has filed an 8-K to announce its operational results for the fiscal quarter ended June 30, 2025.
📋 Key Facts
- Reporting period: Quarter ended June 30, 2025.
- Filing date: August 7, 2025.
- The filing includes a press release (Exhibit 99.1) containing the operational results.
Income Opportunity Realty Investors, Inc. (IOR) has filed an 8-K to announce its operational results for the fiscal quarter ended March 31, 2025.
📋 Key Facts
- The filing reports on operational results for the quarter ending March 31, 2025.
- The announcement was made on May 8, 2025.
- A press release containing the specific financial details is attached as Exhibit 99.1.
Income Opportunity Realty Investors, Inc. announced its operational results for the fiscal quarter ended December 31, 2024. The filing serves as a formal announcement of quarterly performance via an attached press release.
📋 Key Facts
- Report date: March 20, 2025
- Reporting period: Quarter ended December 31, 2024
- The company is listed on the NYSE American Exchange under ticker IOR
- Information provided under Item 2.02 is 'furnished' rather than 'filed', limiting liability under Section 18 of the Exchange Act.
Income Opportunity Realty Investors, Inc. held its Annual Meeting of Stockholders on December 11, 2024. The meeting resulted in the election of four directors and the ratification of Farmer, Fuqua & Huff, P.C. as the independent auditor for the fiscal year ending December 31, 2024.
📋 Key Facts
- Annual Meeting held on December 11, 2024.
- Quorum established with 3,230,130 shares (94.86% of outstanding) present/cast.
- Four directors elected: Henry A. Butler, Robert A. Jakuszewski, Ted R. Munselle, and Fernando Victor Lara Celis.
- Ratification of Farmer, Fuqua & Huff, P.C. as independent registered public accounting firm for FY2024.
- Henry A. Butler re-elected as Chairman of the Board on December 12, 2024.
- Ted Munselle re-appointed as Presiding Director on December 12, 2024.
Income Opportunity Realty Investors, Inc. announced its operational results for the fiscal quarter ended September 30, 2024. The filing serves as a formal notice of the release of quarterly financial information via an attached press release.
📋 Key Facts
- Reporting period: Quarter ended September 30, 2024.
- Announcement date: November 7, 2024.
- The filing includes a press release (Exhibit 99.1) detailing operational results and financial condition.
Income Opportunity Realty Investors, Inc. announced its operational results for the quarter ended June 30, 2024. The filing serves as a formal notification of the release of quarterly financial performance data.
📋 Key Facts
- Report date: August 8, 2024
- Reporting period: Quarter ended June 30, 2024
- The company released operational results via press release (Exhibit 99.1)
- Information under Item 2.02 is furnished but not 'filed' for purposes of Section 18 liability.
Income Opportunity Realty Investors, Inc. announced the appointment of Erik L. Johnson as President and Chief Executive Officer, effective May 28, 2024.
🚩 Red Flags
- Management transition (though this appears to be a formalization of an interim role rather than a sudden departure).
📋 Key Facts
- Erik L. Johnson appointed as President and CEO effective May 28, 2024.
- Mr. Johnson previously served as Principal Executive Officer since April 14, 2023.
- Mr. Johnson has a background as CFO for American Realty Investors, Inc., Transcontinental Realty Investors, Inc., and Pillar Income Asset Management, Inc.
- The appointment follows the resignation of Bradley J. Muth on April 14, 2023.
The company announced its operational results for the fiscal quarter ended March 31, 2024. The filing serves as a formal notice of the release of quarterly financial performance data.
📋 Key Facts
- Report date: May 9, 2024
- Reporting period: Quarter ended March 31, 2024
- The company released its operational results via a press release (Exhibit 99.1)
- Information furnished under Item 2.02 is not considered 'filed' for purposes of Section 18 liability.
Income Opportunity Realty Investors, Inc. entered into an Amended and Restated Advisory Agreement with Pillar Income Asset Management, Inc., effective January 1, 2024. The amendment simplifies the fee structure by consolidating several separate fees into a single 'Net Asset Value Fee' plus specific reimbursements.
🚩 Red Flags
- None identified in this filing.
📋 Key Facts
- Amended and Restated Advisory Agreement entered into on May 7, 2024.
- Effective date for tax and accounting purposes is January 1, 2024.
- Consolidates multiple separate fees into a single 'Net Asset Value Fee'.
- Pillar Income Asset Management, Inc. has served as the Advisor since April 30, 2011 (13-year relationship).
- The amendment does not change any duties or responsibilities of either party.
Income Opportunity Realty Investors, Inc. announced its operational results for the fiscal quarter ended December 31, 2023.
📋 Key Facts
- Report date: March 21, 2024
- Reporting period: Quarter ended December 31, 2023
- The filing serves to announce operational results via a press release (Exhibit 99.1).
Income Opportunity Realty Investors, Inc. filed an 8-K to report the approval of an amendment to its Articles of Incorporation regarding Article TENTH, Subpart C. The amendment was approved by stockholders on December 13, 2023, and formally filed with the Secretary of State of Nevada on December 28, 2023.
📋 Key Facts
- Stockholders approved an amendment to Article TENTH, Subpart C of the Articles of Incorporation on December 13, 2023.
- A Certificate of Amendment was filed with the Secretary of State of Nevada on December 28, 2023.
- The filing is being made under Item 8.01 (Other Events).
Income Opportunity Realty Investors, Inc. has replaced its independent registered public accountant following the retirement of the principal at their previous firm.
🚩 Red Flags
- None identified; the change is due to retirement rather than a disagreement or auditor resignation under pressure.
📋 Key Facts
- Effective January 4, 2024, Farmer Fuqua & Huff P.C. was engaged as the new Independent Registered Public Accountant.
- The change was triggered by Swalm & Associates P.C. notifying the company on January 2, 2024, that they are ceasing services due to the retirement of principal Edward S. Swalm, C.P.A.
- Farmer Fuqua & Huff P.C. will audit financial statements for the fiscal year ending December 31, 2023, and any interim periods.
Income Opportunity Realty Investors, Inc. announced the resignation of its independent registered public accountant, Swalm & Associates P.C., effective January 2, 2024. The departure is attributed to the upcoming retirement of the firm's principal, Edward S. Swalm, CPA.
🚩 Red Flags
- Auditor change occurring shortly after the annual meeting where they were re-approved for the current fiscal year (Dec 13, 2023 vs Jan 2, 2024).
📋 Key Facts
- Swalm & Associates P.C. notified the company of its resignation on January 2, 2024.
- The resignation is due to the retirement of the principal, Edward S. Swalm, CPA.
- Swalm had served as the Company's auditor from fiscal year 2004 through 2022.
- The firm was previously re-approved at the Annual Meeting on December 13, 2023, to serve for fiscal year 2023.
- The departing auditor stated that previous reports were not qualified and contained no adverse opinions or disclaimers.