Form 4: CFO Boosts Stake in MacKenzie Realty Capital

MacKenzie Realty Capital's Chief Financial Officer, Angche Sherpa, increased indirect beneficial ownership through two significant share purchases.

Summary

• Angche Sherpa, Chief Financial Officer of MacKenzie Realty Capital, Inc. (MKZR), reported two indirect purchases of common stock.
• On August 6, 2025, 22,559 shares were acquired at a price of $4.31 per share.
• On August 7, 2025, an additional 7,949 shares were acquired at a price of $4.64 per share.
• These transactions were executed through MacKenzie Real Estate Advisers, LP (MREA).
• Following these transactions, the CFO's indirect beneficial ownership through MREA totals 30,508 shares.
• The CFO also holds 5,569.2 indirect shares via MPF Successors, LP and 160.1 direct shares, bringing total reported beneficial ownership to 36,237.3 shares.
• The transactions were made pursuant to a Rule 10b5-1(c) plan.

Sentiment

Score: 8

Explanation: The filing indicates strong positive sentiment due to significant insider buying by the Chief Financial Officer, suggesting high confidence in the company's valuation and future prospects. The use of a 10b5-1 plan further reinforces a strategic, confident investment.

Positives

• Chief Financial Officer Angche Sherpa increased their beneficial ownership in the company, signaling confidence in future performance.
• The purchases were made at prices of $4.31 and $4.64 per share, indicating management's belief in the stock's value at these levels.
• The transactions were conducted under a Rule 10b5-1(c) plan, suggesting a pre-planned investment strategy rather than a reaction to immediate market conditions.

Future Outlook

No explicit forward-looking statements or guidance are provided beyond the execution of pre-planned stock purchases.

Industry Context

Insider buying, particularly by a Chief Financial Officer, often signals management's confidence in the company's financial health and future prospects within its industry. This action suggests that the CFO believes MacKenzie Realty Capital's shares are undervalued or poised for growth, aligning with a positive outlook for the real estate investment sector.

Related Party Transactions

• The reported share acquisitions were made indirectly through MacKenzie Real Estate Advisers, LP and MPF Successors, LP, entities in which the reporting person holds an interest, constituting related party transactions.

Stakeholder Impact

• Shareholders may view the CFO's increased stake as a positive signal of management's belief in the company's value and future growth.
• Employees might perceive this as a sign of stability and confidence from leadership.

Key Dates

Recommendation

The significant insider buying by the Chief Financial Officer, Angche Sherpa, at multiple price points, strongly suggests management's conviction in the company's intrinsic value and future growth potential. Such a move, especially under a Rule 10b5-1 plan, indicates a strategic and confident investment, often preceding positive company developments or a re-rating of the stock. This action provides a strong bullish signal for investors.

Keywords

MacKenzie Realty Capital, MKZR, SEC Form 4, Insider Buying, Stock Purchase, CFO, Angche Sherpa, Beneficial Ownership, Rule 10b5-1, Real Estate Investment