SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ------------------------------------------- FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 1, 2000 CEDAR INCOME FUND, LTD. - ------------------------------------------------------------------------------- (Exact name of registrant as specified in charter) Maryland 0-14510 42-1241468 - ------------------------------------------------------------------------------- (State or other (Commission (IRS Employer Jurisdiction of File Number) Identification Incorporation) No.) 44 South Bayles Avenue, Port Washington, New York 11050 - ------------------------------------------------------------------------------- (Address of principal executive offices) (Zip Code) Registrant's telephone number, including area code (516) 767-6492 Uni-Invest (U.S.A.), Ltd. - ------------------------------------------------------------------------------- (Former name or former address, if changed since last report) Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant hereby amends the following items, financial statements, exhibits or other portions of its current Report on Form 8-K dated July 1, 2000, as filed with the Securities and Exchange Commission on July 14, 2000, as set forth in the pages attached hereto. Item 7. Financial Statements, Pro Forma Financial Information and Exhibits Acquisition Property Report of Independent Auditors Statements of Revenues and Expenses Notes to Statements of Revenue and Certain Expenses Unaudited Pro Forma Consolidated Financial Statements Pro Forma Condensed Consolidated Balance Sheet as of March 31, 2000 (unaudited) Pro Forma Condensed Consolidating Statement of Operations for the three months ended March 31, 2000 (unaudited) Pro Forma Condensed Consolidating Statement of Operations for the year ended December 31, 1999 Notes to Pro Forma Financial Statements Report of Independent Auditors Board of Directors and Stockholders Cedar Income Fund, Ltd. We have audited the statements of revenues and certain expenses of The Point Associates, L.P. (the "Company") as described in Note 1 to be acquired by Cedar Income Fund, Ltd. Ltd., for the years ended December 31, 1999, 1998, and 1997. The financial statements are the responsibility of the Company's management. Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States. Those standards require that we plan and perform the audits to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statement. An audit also includes assessing the accounting principles used and the significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. The accompanying statements of revenues and certain expenses were prepared for the purpose of complying with Rule 3-14 of Regulation S-X of the Securities and Exchange Commission for inclusion in Form 8-K of Cedar Income Fund, Ltd. and are not intended to be a complete presentation of the Company's revenues and expenses. In our opinion, the financial statements referred to above present fairly, in all material respects, the combined revenues and certain expenses of the Company as described in Note 2 for the years ended December 31, 1999, 1998, and 1997, in conformity with accounting principles generally accepted in the United States. New York, New York February 2, 2000 1 The Point Associates, L.P. Statements of Revenues and Certain Expenses
Three months ended March 31, Years ended December 31, 2000 1999 1998 1997 ----------- ---------- ---------- ---------- Revenues: Base rents $ 358,288 $1,543,547 $1,425,220 $1,482,626 Tenant reimbursements 188,784 778,069 884,132 953,532 Percentage rents 34,724 53,884 62,315 64,421 ---------- ---------- ---------- ---------- Total rental revenue 581,796 2,375,500 2,371,667 2,500,579 ---------- ---------- ---------- ---------- Certain expenses: Real estate taxes 55,011 255,502 239,701 234,559 Management fees 22,123 76,154 72,601 75,676 Property operating expenses 187,246 763,768 889,347 921,696 ---------- ---------- ---------- ---------- Total certain expenses 264,380 1,095,424 1,201,649 1,231,931 ---------- ---------- ---------- ---------- Revenues in excess of certain expenses $ 317,416 $1,280,076 $1,170,018 $1,268,648 ========== ========== ========== ==========
See accompanying notes to financial statement. 2 The Point Associates, L.P. Notes to Statements of Revenues and Certain Expenses For the years ended December 31, 1999, 1998, and 1997 1. Summary of Significant Accounting Policies Presented herein are the statements of revenues and certain expenses related to the operation of a multi-tenant shopping center. The Point Associates, L.P. operates a regional shopping center ("The Point") in Lower Paxton Township, Dauphin County, Pennsylvania. The Point has approximately 268,000 square feet of leasable retail space and 28,000 square feet of office space. The statements of revenues and certain expenses for the three months ended March 31, 2000 is unaudited; however, in the opinion of management, all adjustments (consisting solely of normal recurring adjustments) necessary for a fair presentation of the combined statements of revenues and certain expenses for these interim periods have been included. The results of interim periods are not necessarily indicative of the results to be obtained for a full fiscal year. 2. Basis of Presentation The accompanying financial statements have been prepared in accordance with the applicable rules and regulations of the Securities and Exchange Commission for the acquisition of real estate properties. Accordingly, the financial statements exclude certain expenses that may not be comparable to those expected to be incurred by the Company in the proposed future operations of the aforementioned property. Items excluded consist of interest, depreciation and general and administrative expenses not directly related to the future operations. 3. Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the amounts reported in the financial statement and accompanying notes. Actual results could differ from those estimates. 4. Revenue Recognition The Point is being leased to tenants under operating leases. Minimum rental income is generally recognized on a straight-line basis over the term of the lease. The excess of amounts so recognized over amounts due pursuant to the underlying leases amounted to approximately ($22,415), ($28,670), and $7,081 for the years ended December 31, 1999, 1998, and 1997, respectively. 3 The Point Associates, L.P. Notes to Statements of Revenues and Certain Expenses (continued) 5. Management Agreements The Point incur management fees, based on 3% of gross collections (as defined). The management services provided by the affiliate are terminable upon ninety days' notice. 6. Property Operating Expenses Property operating expenses for the years ended December 31, 1999, 1998, and 1997, respectively include approximately $22,533, $42,640, and $35,656 for insurance, $439,467, $514,969, and $560,601 for utilities, $103,704, $115,036, and $133,058 in repair and maintenance costs, $110,171, $146,574, and $94,696 in administrative costs and $87,893, $70,128, and $97,685 in payroll (maintenance). 7. Significant Tenants The five most significant tenants constitute approximately 34%, 42%, and 31% of rental revenue in 1999, 1998, and 1997, respectively. 8. Future Minimum Rents Schedule Future minimum lease payments to be received by The Point as of December 31, 1999, 1998, and 1997 under noncancelable operating leases are as follows: 1999 1998 1997 ---------------- ----------------- ----------------- 1999 $ 1,570,921 $ 1,573,608 $ 893,710 2000 1,503,128 1,512,187 771,947 2001 1,134,478 1,137,994 740,492 2002 1,002,205 994,195 707,353 2003 683,267 661,657 634,213 Thereafter 3,617,114 3,684,363 881,527 ---------------- ----------------- ----------------- Total $ 9,511,113 $ 9,564,004 $ 4,629,242 ================ ================= ================= The lease agreements generally contain provisions for reimbursement of real estate taxes and operating expenses over base year amounts, as well as fixed increases in rent. 4 Cedar Income Fund Pro Forma Condensed Combining Balance Sheet As of March 31, 2000 The following unaudited pro forma combining balance sheet is presented as if the Company had purchased a controlling 50% interest in the Point Associates LP, on March 31, 2000. This pro forma condensed combining balance sheet should be read in conjunction with the pro forma condensed combining statement of operations of the Company and the historical financial statements and notes thereto of the Company as filed on Form 10-Q for the three months ended March 31, 2000. The pro forma condensed combining balance sheet is unaudited and is not necessarily indicative of what the actual financial position would be had the Company acquire The Point Associates LP on March 31, 2000, nor does it purport to represent the future financial position of the Company.
(Per previously 50% Cedar Income filed 8-K) Acquisition Fund Germantown The Point Proforma Historical (a) Disposition Assoc, LLC (b) 03/31/2000 -------------- ---------------- -------------- ---------- Assets Real estate, net $ 13,916,183 $ (2,883,483) $ 13,500,000 $ 24,532,700 Cash and cash equivalents 2,205,630 3,010,551 (1,408,453) 3,807,728 Rents and other receivables 101,334 (50,118) (135) 51,081 Deferred lease and financng costs 223,655 (22,548) -- 201,107 Pre-paid expenses and other 89,131 (3,046) 39,623 125,708 Due from co-tenancy 29,311 (29,311) -- -- Deferred rental income 12,312 (2,156) -- 10,156 Deferred legal costs 13,234 -- -- 13,234 ------------ ------------ ------------ ------------ Total assets $ 16,590,790 $ 19,889 $ 12,131,035 $ 28,741,714 ============ ============ ============ ============ Liabilities and Stockholders' Equity Mortgage notes payable $ 1,339,328 $ -- $ 9,300,000 $ 10,639,328 Accounts expenses and other 498,066 (42,695) 321,255 776,626 Due to co-tenancy 7,070 (7,070) -- -- ------------ ------------ ------------ ------------ Total liabilities 1,844,464 (49,765) 9,621,255 11,415,954 ------------ ------------ ------------ ------------ Minority interest -- -- 2,509,780 2,509,780 Limited partner's interest in O.P 9,534,027 45,777 -- 9,579,804 Stockholders Equity Common stock Additional paid in capital 9,421 -- -- 9,421 Retained Earnings 5,202,878 23,877 -- 5,226,755 ------------ ------------ ------------ ------------ Total stockholders's equity 5,212,299 23,877 -- 5,236,176 ------------ ------------ ------------ ------------ Total liabilities and stockholders' equity $ 16,590,790 $ 19,889 $ 12,131,035 $ 28,741,714 ============ ============ ============ ============
See accompanying Notes to Pro Forma Financial Statements 5 Cedar Income Fund Pro Forma Condensed Combining Statement of Operations For the three months ended March 31, 2000 The following unaudited pro forma condensed combining Statement of Operations is presented as if the Company had acquired a 50% controlling interest in The Point Associates LPas of January 1, 2000 and the Company qualified as a REIT, distributed all its taxable income and, therefore, incurred no income tax expense during the period. This pro forma condensed combining Statement of Operations should be read in conjunction with the pro forma condensed combining balance sheet of the company and the historical financial statements and notes thereto of the Company as filed on Form 10-Q for three months ended March 31, 2000. The pro forma condensed combining Statement of Operations is unaudited and is not necessarily indicative of what the acutal financial position would have been had the company acquired The Point Associates LP as of January 1, 1999, nor does it purport to represent the operations of the Company for future periods.
50% Cedar Income Acquisition Fund Per previously filed 8-K The Point Historical Germantown Pro Forma Assoc, LLC Proforma Pro-Forma Description 3/31/2000 (c) Disposition Adjustment 3-14 Audit (d) Adjustment (e) 03/31/2000 ------------- ----------- ---------- -------------- ------------- ----------- Revenues Base rent 544,477 (88,425) -- 358,288 4,435 818,775 Tenant escalations 111,415 (42,700) -- 188,784 -- 257,499 Other -- -- -- -- -- -- Interest 40,548 -- 43,405 34,724 -- 118,677 ----------- ----------- ----------- ----------- ----------- ----------- Total revenues 696,440 (131,125) 43,405 581,796 4,435 1,194,951 -- Expenses -- Real estate taxes 65,930 (9,796) -- 55,011 -- 111,145 Property Expenses 56,588 (18,645) -- 187,246 -- 225,189 Utilities 38,796 -- -- -- -- 38,796 Management Fees 34,736 -- 22,123 -- 56,859 Insurance 6,714 -- -- -- -- 6,714 Other 14,099 -- -- -- -- 14,099 ----------- ----------- ----------- ----------- ----------- ----------- Total operating expenses 216,863 (28,441) -- 264,380 -- 452,802 -- Deprec and amortization 114,829 (19,400) -- -- 67,500 162,929 Interest 31,507 -- -- -- 232,500 264,007 Admin fees 24,468 -- -- -- -- 24,468 Directors fees and expenses 21,334 -- -- -- -- 21,334 Other Admin 80,390 (118) -- -- -- 80,272 ----------- ----------- ----------- ----------- ----------- ----------- -- Total expense 489,391 (47,959) -- 264,380 300,000 1,005,812 Net income before minority interest 207,049 (83,166) 43,405 317,416 (295,565) 189,139 Minority interest -- -- -- (158,708) 147,782 (10,926) ----------- ----------- ----------- ----------- ----------- ----------- Net income before limited partner's interest 207,049 (83,166) 43,405 158,708 (147,782) 178,214 Limited partner's interest (143,474) 53,534 (28,361) (102,636) 95,571 (125,367) ----------- ----------- ----------- ----------- ----------- ----------- -- Net income $ 63,575 $ (29,632) $ 15,044 $ 56,072 $ (52,212) $ 52,847 =========== =========== =========== =========== =========== =========== Basic and dillutive net income(loss) per share $ 0.07 $ (0.03) $ 0.02 $ 0.06 $ (0.06) $ 0.06 =========== =========== =========== =========== =========== ===========
See accompanying notes to Pro Forma Financial Statements 6 Cedar Income Fund Pro Forma Condensed Combining Statement of Operations For the twelve months ended December 31, 1999 The following unaudited pro forma condensed combining Statement of Operations is presented as if the Company had acquired a 50% controlling interest in The Point Associates LPas of January 1, 1999 and the Company qualified as a REIT, distributed all its taxable income and, therefore, incurred no income tax expense during the period. This pro forma condensed combining Statement of Operations should be read in conjunction with the pro forma condensed combining balance sheet of the company and the historical financial statements and notes thereto of the Company as filed on Form 10-K for the year ended December 31, 1999. The pro forma condensed combining Statement of Operations is unaudited and is not necessarily indicative of what the acutal financial position would have been had the company acquired The Point Associates LP as of January 1, 1999, nor does it purport to represent the operations of the Company for future periods.
Cedar Income 50% Fund Per previously filed 8-K Acquisition Historical Germantown Pro Forma The Point Proforma Pro-Forma 12/31/1999 (f) Disposition Adjustment Assoc, LLC (g) Adjustment (h) 12/31/1999 -------------- ----------- ----------- -------------- -------------- ----------- Revenues Rents $ 2,413,958 $ (399,218) $ -- $ 1,543,547 $ 17,741 $ 3,576,028 Other 75,000 -- -- 831,953 -- 906,953 Interest 26,329 -- 151,961 -- -- 178,290 ----------- ----------- ----------- ----------- ----------- ----------- Total revenues 2,515,287 (399,218) 151,961 2,375,500 17,741 4,661,271 Expenses Real estate taxes 258,597 (37,317) -- 255,502 -- 476,782 Repairs and maintenance 273,253 (72,614) -- 763,768 -- 964,407 Utilities 167,886 -- -- -- -- 167,886 Management Fees 124,358 -- -- 76,154 -- 200,512 Insurance 21,764 -- -- -- -- 21,764 Other 124,883 -- -- -- -- 124,883 ----------- ----------- ----------- ----------- ----------- ----------- Total operating expenses 970,741 (109,931) -- 1,095,424 -- 1,956,234 Deprec and amortization 492,716 (77,136) -- -- 270,000 685,580 Interest 127,700 -- -- -- 930,000 1,057,700 Admin fees 102,397 -- -- -- -- 102,397 Directors fees and expenses 97,872 -- -- -- -- 97,872 Other Admin 343,901 (472) -- -- -- 343,429 ----------- ----------- ----------- ----------- ----------- ----------- Total expense 2,135,327 (187,539) -- 1,095,424 1,200,000 4,243,212 Net income before minority interest 379,960 (211,679) 151,961 1,280,076 (1,182,259) 418,059 Minority interest -- -- -- (640,038) 591,130 (48,909) ----------- ----------- ----------- ----------- ----------- ----------- Net income before limited partner's interest 379,960 (211,679) 151,961 640,038 (591,130) 369,151 Limited partner's interest (315,490) 156,670 (113,008) (413,913) 382,283 (303,457) ----------- ----------- ----------- ----------- ----------- ----------- Net income $ 64,470 $ (55,009) $ 38,953 $ 226,125 $ (208,846) $ 65,693 =========== =========== =========== =========== =========== =========== Basic and dillutive net income(loss) per share $ 0.07 $ (0.06) $ 0.04 $ 0.24 $ (0.22) $ 0.07 =========== =========== =========== =========== =========== ===========
See accompanying notes to Pro Forma Financial Statements 7 Cedar Income Fund Notes to Pro Forma Financial Statements Pro Forma Condensed Combining Balance Sheet a. Reflects the Company's historical balance sheet as of March 31, 2000. b. Reflects the 50% acquisition of the Point Associates for $2.1 million plus closing adjustments of approximately $385,000. Pro Forma Condensed Combining Statements of Operations for the three months ended March 31, 2000. c. Reflects the historical operations of the Company for the three months ended March 31, 2000. d. Reflects the operations of The Point Associates for the three months ended March 31, 2000. e. Reflects the straight line adjustment, depreciation expense and interest expense associated with The Point Associates LP. Pro Forma Condensed Combining Statements of Operations for the year ended December 31, 1999. f. Reflects the historical operations of the Company for the year ended December 31, 1999 g. Reflects the operations of The Point Associates for the year ended December 31, 1999. h. Reflects the straight line adjustment, depreciation expense and interest expense associated with The Point Associates LP. 8