2025-10-21T10:06:54-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990EZ 2024-01-01 133415691 REAL ESTATE RESEARCH INSTITUTE REAL 8606926341 100 PEARL STREET 13TH FLOOR HARTFORD CT 06103 JIM COSTELLO PRESIDENT 8606926341 2025-10-21 1 1 NICOLE LEE P01307175 8605614000 2025-10-02 2024 2025-03-06 01:10:19Z X WWW.RERI.ORG X X 167776 X 150000 7600 10176 167776 120000 7809 37649 165458 2318 374114 0 376432 X 427614 438232 15000 14200 442614 452432 68500 76000 374114 376432 X THE EXEMPT PURPOSE OF THE ORGANIZATION IS TO: 1. ESTABLISH AN AGENDA OF ISSUES CRITICAL TO A BETTER UNDERSTANDING OF REAL ESTATE MARKETS, INVESTMENT CHARACTERISTICS AND PERFORMANCE. 2. RAISE FUNDING TO SUPPORT OBJECTIVE RESEARCH ON THESE KEY ISSUES. 3. SOLICIT, EVALUATE AND FUND SPECIFIC PROPOSALS FOR RESEARCH FROM ACADEMICS, INDUSTRY AND THE BROADER INVESTMENT COMMUNITY. 4. COMMUNICATE THE RESULTS AS BROADLY AS POSSIBLE. SUPPORTED RESEARCH OF ISSUES CRITICAL TO UNDERSTANDING OF REAL ESTATE MARKETS. SPONSORED AN ANNUAL SEMINAR TO COMMUNICATE RESULTS OF THE RESEARCH. PROVIDED WORKING PAPERS AND SUBMITTED ARTICLES TO PUBLICATIONS. 120000 153678 153678 EVA STEINER PRES. (AS OF 05/24)/TREAS/SEC 0.50 0 0 0 MARTHA PEYTON PRESIDENT (THROUGH 05/24) 0.50 0 0 0 JIM COSTELLO TREASURER/SECRETARY (AS OF 05/24) 0.50 0 0 0 ANDRA GHENT DIRECTOR 0.50 0 0 0 JACQUES GORDON DIRECTOR 0.50 0 0 0 MARIYA LETDIN DIRECTOR 0.50 0 0 0 GREG MACKINNON DIRECTOR 0.50 0 0 0 WILL MCINTOSH DIRECTOR 0.50 0 0 0 EDWARD PIERZAK DIRECTOR 0.50 0 0 0 JACOB SAGI DIRECTOR 0.50 0 0 0 ROBERT SMEDLEY CHAIRMAN EMERITUS 0.50 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA CT NY GAIL HAYNES 100 PEARL STREET 13TH FLOOR HARTFORD CT 06103 8606926341 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 154000 153000 172500 167500 150000 797000 154000 153000 172500 167500 150000 797000 376892 420108 554 19 2617 9431 10176 22797 819797 17600 0.51250 0.50530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 10,176. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: DA LI. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: TIM RIDDIOUGH. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: MASSACHUSETTS INSTITUTE OF TECHNOLOGY. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: LEAH BROOKS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: DAVID LING. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,750. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: AVIS DEVINE. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: MARIYA LETDIN. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,750. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: DANIEL BROXTERMAN. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,750. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: ALEX VAN DE MINNE. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: RACHEL MELTZER. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: MAASTRICHT UNIVERSITY. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: NIHLS KOK. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,750. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: CHONGYU WANG. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 11,250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: TINGYU ZHOU. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,750. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: DARTMOUTH. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 120,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CONFERENCES CONVENTIONS AND MEETINGS. AMOUNT: 22,902. DESCRIPTION: WEBSITE EXPENSE. AMOUNT: 2,140. DESCRIPTION: BANKING FEES. AMOUNT: 1,118. DESCRIPTION: OTHER EXPENSES. AMOUNT: 553. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 160. DESCRIPTION: TRAVEL. AMOUNT: 10,776. TOTAL TO FORM 990-EZ, LINE 16: 37,649. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: SPONSORS RECEIVABLE. BEG. OF YEAR AMOUNT: 15,000. END OF YEAR AMOUNT: 7,500. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,700. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 68,500. END OF YEAR AMOUNT: 76,000. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.