SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ------------------------------------------- FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 22, 2001 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 No.) Incorporation) 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 - -------------------------------------------------------------------------------- (Former name or former address, if changed since last report) Cedar Income Fund, Ltd. Item 2. Acquisition or Disposition of Assets - ------- ------------------------------------ 1) Sale of the Fund's Interest in Broadbent Business Center (Salt Lake City, Utah): On May 22, 2001, Cedar Income Fund Partnership, L.P. (the "Operating Partnership"), pursuant to a Contract of Sale dated May 7, 2001, sold its interest in the Broadbent Business Center, Salt Lake City, Utah, to Business Property Trust, LLC for $5.3 million. The Operating Partnership incurred closing expenses of approximately $450,000, including a broker's commission of $250,000, a "Rent Guarantee Deposit" of $100,000, and legal and other closing adjustments of approximately $100,000. The net sales amount received by the Operating Partnership after the aforementioned closing costs and repayment of outstanding indebtedness in the amount of approximately $1.5 million under a secured credit line was $3,324,297. The credit line has been terminated, and deferred financing costs of approximately $260,000 will be written off as an extraordinary item during the second quarter of 2001. The net cost basis of Broadbent on the books of the Operating Partnership as of the closing date was $3,210,723, resulting in a gain of approximately $1.6 million. Management intends to reinvest the proceeds of sale in certain qualifying properties structured to defer income tax on such gain pursuant to the "like-kind exchange" provisions of Section 1031 of the Internal Revenue Code. In this connection, Cedar Income Fund, Ltd. (the "Company"), announced that it had entered into an agreement, subject to due diligence and certain closing conditions, to purchase three supermarket-anchored shopping centers, containing in the aggregate approximately 470,000 rentable square feet, located in eastern Pennsylvania and southern New Jersey. Cedar Bay Realty Advisors, Inc. ("CBRA") is entitled to receive a disposition fee from the Company in accordance with the terms of the investment advisory agreement between CBRA and the Company in an amount not to exceed 3%. CBRA has agreed with management of the Company to defer this fee. Cedar Income Fund, Ltd. Item 7. Financial Statements and Exhibits - ------- --------------------------------- Pro Forma Combined Balance Sheet as of March 31, 2001. Pro Forma Combined Statement of Operations for the three months ended March 31, 2001. Pro Forma Combined Statement of Operations for the twelve months ended December 31, 2000. Notes to Pro Forma Financial Statements. Exhibits. Contract of Sale dated March 7, 2001 Press release dated May 22, 2001 regarding sale of Broadbent Cedar Income Fund, Ltd. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this Report to be signed on its behalf by the undersigned thereunto duly authorized. CEDAR INCOME FUND, LTD. By: ----------------------------- Leo S. Ullman Chairman Dated: June 5, 2001 Cedar Income Fund, Ltd. Pro Forma Condensed Combined Balance Sheet As of March 31, 2001 -------------------- The following unaudited pro forma condensed Combined Balance Sheet is presented as if the Company had sold Broadbent on March 31, 2001. This pro forma condensed Combined Balance Sheet should be read in conjunction with the pro forma condensed Combined 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, 2001. The pro forma condensed Combined Balance Sheet is unaudited and is not necessarily indicative of what the actual financial position would have been had the Company sold Broadbent on March 31, 2001, nor does it purport to represent the future financial position of the Company.
Cedar Income Repayment Fund, Ltd. Broadbent of Pro Forma Historical (a) Disposition (b) Credit Facility (c) March 31, 2001 -------------- --------------- ------------------- -------------- Description - ----------- Assets: Real estate, net $21,894,541 $ - $ - $21,894,541 Real estate held for sale 5,060,723 (3,210,723) - 1,850,000 Escrow - 4,839,941 (1,515,644) 3,324,297 Cash and cash equivalents 1,072,881 (30,305) - 1,042,576 Restricted cash 5,944,365 - - 5,944,365 Tenant receivables 195,303 (17,454) - 177,849 Deferred rent receivable 25,474 - - 25,474 Prepaid expenses and other 236,094 (4,891) - 231,203 Deferred leasing and financing costs 837,278 (17,287) (203,429) 616,562 Deferred legal 61,733 - - 61,733 ----------- ----------- ----------- ----------- Total Assets $35,328,392 $ 1,559,281 $(1,719,073) $35,168,600 =========== =========== =========== =========== Liabilities and Stockholders' Equity Mortgage notes payable $17,900,000 $ - $ - $17,900,000 Credit facility 1,515,644 - (1,515,644) - Accrued expenses and other 549,846 (495,266) - 54,580 ----------- ----------- ----------- ----------- Total Liabilities 19,965,490 (495,266) (1,515,644) 17,954,580 ----------- ----------- ----------- ----------- Minority interest 2,316,906 - - 2,316,906 Limited partner's interest in Operating Partnership 9,239,726 1,460,988 (144,658) 10,556,056 Stockholders' Equity Common stock 6,921 - - 6,921 Additional paid-in capital 3,799,349 593,559 ( 58,771) 4,334,137 ----------- ----------- ----------- ----------- Total Stockholders' Equity 3,806,270 593,559 ( 58,771) 4,341,058 ----------- ----------- ----------- ----------- Total Liabilities and Stockholders' Equity $35,328,392 $ 1,559,281 $(1,719,073) $35,168,600 =========== =========== =========== ===========
See accompanying Notes to Pro Forma Financial Statements Cedar Income Fund, Ltd. Pro Forma Combined Statement of Operations For the three months ended March 31, 2001 ----------------------------------------- The following unaudited pro forma condensed Combined Statement of Operations is presented as if the Company had disposed of Broadbent as of January 1, 2001 and the Company qualified as a REIT, distributed 90% of its taxable income and, therefore, incurred no income tax expense during the period. This pro forma condensed Combined Statement of Operations should be read in conjunction with the pro forma condensed Combined Balance Sheet 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, 2001. The pro forma condensed Combined Statement of Operations is unaudited and is not necessarily indicative of what the actual financial position would have been had the Company sold Broadbent as of January 2001, nor does it purport to represent the operations of the Company for future periods.
Cedar Income Pro Forma Fund, Ltd. Broadbent Pro Forma Three months ended Historical (d) Disposition (e) Adjustments (f) March 31, 2001 -------------- --------------- --------------- -------------- Description - ----------- Revenues: Base rent $ 712,208 $(118,150) $ - $ 594,058 Tenant escalations 163,427 (36,400) - 127,027 Interest 107,644 - 29,292 136,936 --------- --------- --------- --------- Total Revenues 983,279 (154,550) 29,292 858,021 --------- --------- --------- --------- Expenses: Operating Expenses Property expenses 258,442 (43,587) - 214,855 Real estate taxes 91,988 (15,273) - 76,715 Administrative 95,379 - - 95,379 --------- --------- --------- --------- Total Operating Expenses 445,809 (58,860) - 386,949 --------- --------- --------- --------- Interest 377,479 - (35,049) 342,430 Depreciation and amortization 172,556 (10,249) (30,669) 131,638 --------- --------- --------- --------- Total Expenses 995,844 (69,109) (65,718) 861,017 --------- --------- --------- --------- Net income before minority interest (12,565) (85,441) 95,010 (2,996) Minority interest share of loss 22,888 - - 22,888 Net income (loss) before limited partner's interest in Operating Partnership 10,323 (85,441) 95,010 19,892 Limited partner's interest (12,940) 60,757 (67,562) (19,745) --------- --------- --------- --------- Net (loss) income before cumulative effect adjustment (2,617) (24,684) 27,448 147 Extraordinary item Write-off of deferred mortgage and administrative costs, net of limited partner's interest of ($197,044) - - (80,054) (80,054) Cumulative effect of change in accounting principle, net of limited partnership interest of ($14,723) (6,014) - - (6,014) --------- --------- --------- --------- Net (loss) $ (8,631) $ (24,684) $ (52,606) $ (85,921) ========= ========= ========= ========= Basic and Diluted Net Income per Share $ (0.01) $ (0.04) $ (0.08) $ (0.13) ========= ========= ========= =========
See accompanying notes to Pro Forma Financial Statements Cedar Income Fund, Ltd. Pro Forma Combined Statement of Operations For the twelve months ended December 31, 2000 --------------------------------------------- The following unaudited pro forma condensed Combined Statement of Operations is presented as if the Company had disposed of Broadbent as of January 1, 2000 and the Company qualified as a REIT, distributed 95% of its taxable income and, therefore, incurred no income tax expense during the period. This pro forma condensed Combined Statement of Operations should be read in conjunction with the pro forma condensed Combined 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, 2000. The pro forma condensed Combined Statement of Operations is unaudited and is not necessarily indicative of what the actual financial position would have been had the Company disposed of Broadbent as of January 1, 2000, nor does it purport to represent the operations of the Company for future periods.
Cedar Income Fund, Ltd. Broadbent Pro Forma Pro Forma Historical (g) Disposition (h) Adjustments (i) 2000 -------------- --------------- --------------- --------- Description - ----------- Revenues: Base rent $ 2,586,473 $ (568,151) $ - $ 2,018,322 Tenant escalations 450,470 (146,988) - 303,482 Interest 178,838 - 134,284 313,122 ----------- ----------- ----------- ----------- Total Revenues 3,215,781 (715,139) 134,284 2,634,926 ----------- ----------- ----------- ----------- Expenses: Operating Expenses Property expenses 854,203 (185,083) - 669,120 Real estate taxes 308,386 (59,080) - 249,306 Administrative 525,169 - - 525,169 ----------- ----------- ----------- ----------- Total Operating Expenses 1,687,758 (244,163) - 1,443,595 ----------- ----------- ----------- ----------- Interest 604,182 (52,414) (93,033) 458,735 Depreciation and amortization 621,509 (116,189) (96,842) 408,478 ----------- ----------- ----------- ----------- Total Expenses 2,913,449 (412,766) (189,875) 2,310,808 ----------- ----------- ----------- ----------- Net income before minority interest 302,332 (301,373) 324,159 324,118 Minority interest 7,669 - - 7,669 Loss on impairment (203,979) - - (203,979) Gain on disposal 91,012 - - 91,012 Net income before limited partner's interest in Operating Partnership 197,034 (302,373) 324,159 218,820 Limited partner's interest (191,615) 215,017 (230,509) (171,366) ----------- ----------- ----------- ----------- Net income (loss) before extraordinary item 5,419 (87,356) 93,650 47,454 Extraordinary item Early extinguishment of debt (17,502) 17,502 - - Write-off of deferred mortgage and administrative costs, net of limited partner's interest of ($231,088) - - (93,885) (93,885) ----------- ----------- ----------- ----------- Net (loss) $ (12,083) $ (69,854) $ (235) $ (46,431) =========== =========== =========== =========== Basic and Diluted Net Income per Share $ (0.01) $ (0.08) $ 0.00 $ (0.09) =========== =========== =========== ===========
See accompanying notes to Pro Forma Financial Statements Cedar Income Fund, Ltd. Notes to Pro Forma Financial Statements --------------------------------------- Pro Forma Condensed Combined Balance Sheet - ------------------------------------------ a. Reflects the Company's historical balance sheet as of March 31, 2001. b. Reflects the disposition of Broadbent for $5.3 million cash. c. Reflects repayment of $1.5 million credit facility. Pro Forma Condensed Combined Statements of Operations for the three months ended March 31, 2001 - -------------------------------------------------------------------------- d. Reflects the historical operations of the Company for the three months ended March 31, 2001. e. Reflects the operations of Broadbent for the three months ended March 31, 2001. f. Reflects the interest income associated with the net cash received from the sale of Broadbent and write-off of deferred mortgage and amortization expense. Pro forma Condensed Combined Statements of Operations for the Year Ended December 31, 2000 - ------------------------------------------------------------------------ g. Reflects the historical operations of the Company for the year ended December 31, 2000. h. Reflects the operations of Broadbent for the year ended December 31, 2000. i. Reflects the interest income associated with the net cash received from the sale of Broadbent and write-off of deferred mortgage and amortization expense.