# EDGAR Filing Document

**Accession Number:** 0001732217
**File Stem:** 0001732217-25-000006
**Filing Date:** 2025-12
**Character Count:** 6331
**Document Hash:** 380bf86bb5b143b677688fe5cd653e6e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001732217-25-000006.hdr.sgml**: 20251230

**ACCESSION NUMBER**: 0001732217-25-000006

**CONFORMED SUBMISSION TYPE**: 1-U

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20251230

**ITEM INFORMATION**: Material Modification to Rights of Securityholders

**ITEM INFORMATION**: Other Events

**FILED AS OF DATE**: 20251230

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HappyNest REIT, Inc.
- **CENTRAL INDEX KEY:** 0001732217
- **STANDARD INDUSTRIAL CLASSIFICATION:** REAL ESTATE INVESTMENT TRUSTS [6798]
- **ORGANIZATION NAME:** 05 Real Estate & Construction
- **EIN:** 824479116
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 1-U
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 24R-00235
- **FILM NUMBER:** 251613863

**BUSINESS ADDRESS:**
- **STREET 1:** 1997 ANNAPOLIS EXCHANGE PARKWAY
- **STREET 2:** SUITE 300
- **CITY:** ANNAPOLIS
- **STATE:** MD
- **ZIP:** 21401
- **BUSINESS PHONE:** 7187823539

**MAIL ADDRESS:**
- **STREET 1:** 1997 ANNAPOLIS EXCHANGE PARKWAY
- **STREET 2:** SUITE 300
- **CITY:** ANNAPOLIS
- **STATE:** MD
- **ZIP:** 21401

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**FORM 1-U**

**CURRENT REPORT PURSUANT TO REGULATION A**

Date of Report (Date of earliest event reported): December 30, 2025

**HAPPYNEST REIT, INC.**

(Exact name of issuer as specified in its charter)

---

| | |
|:---|:---|
| **Maryland** | **82-4479116** |
| (State or other jurisdiction of<br> incorporation or organization) | (I.R.S. Employer<br> Identification No.) |

---

**1997 Annapolis Exchange Parkway, Suite 300<br> Annapolis, Maryland 21401**<br> (Full mailing address of principal executive offices)

**(800) 507-7345**<br> (Issuer's telephone number, including area code)

Title of each class of securities issued pursuant to Regulation A: Common Stock, par value $0.0001 per share.

**Item 3.** **Material Modification of the Rights of Securityholders**

**Termination of the Share Redemption Program**

On December 30, 2025, a majority of the board of directors of HappyNest REIT, Inc. (the "Company") voted to terminate the share-redemption program of the Company (the "Share Repurchase Program").

Previously, shareholders of the Company were permitted to request to redeem their shares pursuant to the Share Repurchase Program.

The board of directors of the Company found it advisable and in the best interests of the Company to terminate the Share Repurchase Program for compliance with the exemptive provisions of section 3(c)(5)(C) of the Investment Company of 1940.

The Share Repurchase Program will be terminated thirty (30) days after the date of this Form 1-U on January 29, 2026.

**Item 9.** **Other Events**

**Termination of the Dividend Reinvestment Program**

On December 30, 2025, a majority of the board of directors of the Company voted to terminate the dividend-reinvestment program of the Company (the "Dividend Reinvestment Program," or "DRIP").

Previously, shareholders of the Company were automatically enrolled in the Dividend Reinvestment Program. The Dividend Reinvestment used the dividends made by the Company to its shareholders to reinvest in additional shares of common stock of the Company.

However, the board of directors of the Company found it advisable and in the best interests of the Company to terminate the Dividend Reinvestment Program for compliance with Regulation A.

The Share Repurchase Program will be terminated ten (10) days after the date of this Form 1-U on January 9, 2026.

**Termination of the Round Up Program**

On December 24, 2025, a majority of the board of directors of the Company voted to terminate the round-up program of the Company (the "Round Up Program").

Previously, the Company allowed purchasers of its securities the ability to "round up" a purchase of securities.

However, the board of directors of the Company found it advisable and in the best interests of the Company to terminate the Round Up Program for compliance with Regulation A.

The Share Repurchase Program is terminated effective December 30, 2025.

<u>Safe Harbor Statement</u>

This Current Report on Form 1-U contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act") and Section 21E of the Securities Exchange Act of 1934. You can identify these forward-looking statements by the use of words such as "outlook," "believes," "expects," "potential," "continues," "may," "will," "should," "could," "seeks," "projects," "predicts," "intends," "plans," "estimates," "anticipates" or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties, including those described under the section entitled "Risk Factors" in the most recently qualified Offering Statement on Form 1-A filed with the Securities and Exchange Commission ("SEC"), as such factors may be updated from time to time in our periodic filings and offering circular supplements filed with the SEC, which are accessible on the SEC's website at www.sec.gov. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in our filings with the SEC. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law.

**SIGNATURES**

Pursuant to the requirements of Regulation A, the issuer has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

---

| | | | |
|:---|:---|:---|:---|
|  | **HAPPYNEST REIT, INC.** | **HAPPYNEST REIT, INC.** | **HAPPYNEST REIT, INC.** |
|  | By: | /s/ Jesse Prince | /s/ Jesse Prince |
|  |  | Name: | Jesse Prince |
|  |  | Title: | Chief Executive Officer, Chief Financial Officer, |
|  |  |  | President, Treasurer and Secretary (Principal Executive Officer, Principal Financial Officer and Principal Accounting Officer) |
| Date: December 30, 2025 |  |  |  |

---