This sales and advertising literature is neither an offer to sell nor a solicitation of an offer to buy securities. An offering is made only by the prospectus. This literature must be read in conjunction with the prospectus in order to fully understand all of the implications and risks of the offering of securities to which the prospectus relates. A copy of the prospectus must be made available to you in connection with any offering. No offering is made except by a prospectus filed with the Department of Law of the State of New York. Neither the Securities and Exchange Commission, the Attorney General of the State of New York nor any other state securities regulator has approved or disapproved of our common stock, determined if the prospectus is truthful or complete or passed on or endorsed the merits of the offering. Any representation to the contrary is a criminal offense.
Today, investors are facing an increasingly complex investment landscape… market volatility, inflation, higher interest rates and heighted geopolitical tensions
Now more than ever before, alternative investments have gone from optional to essential… for ALL investors
Individual investors historically haven’t been able to access alternatives.
But today, JP Morgan Asset management is excited to be bringing our institutional expertise in managing core real estate to ALL individual investors through JPMREIT
For more than 50 years, hundreds of the world’s foremost corporations, governments, pension funds, endowments, foundations, insurance companies and other institutional investors have turned to J.P. Morgan for the strong yield; consistent returns, and powerful diversification that real estate can provide.
Our Global Real Estate investment business is part of J.P. Morgan Asset Management’s $3 trillion in assets under management business. Our 200-plus real estate professionals across the globe are united by a disciplined research philosophy, comprehensive risk management and a time-tested investment process.
Unlike stocks and bonds, real estate is tangible. It’s a warehouse, an apartment complex, a life science laboratory, an office building. And as a tangible asset, it requires highly specialized skill sets, broad capabilities and sheer manpower.
We have a world-class investment platform with over 1,000 investment professionals. helping investors through every market cycle.
We deliver unparalleled insights including our Long-Term Capital Market Assumptions and Guide to Alternatives.
While many firms claim an information advantage, J.P. Morgan derives insight from a diverse set of data sources that provide real-time market intelligence.
We have daily data from the properties we manage – 74 million square feet of industrial, 52 million square feet of office, 36 million square feet of retail, and 55,000 residential rental units.
We have data from our market presence and our size means that we see virtually every deal in the market. That means we have a pulse on real time pricing and relative value that few others can match.
We also have data from the unique internal and external sources. Just think of the insights on local economic trends that we glean from being affiliated with a bank that has relationships with over half of all US households.
We want to help all of our clients, from institutions to individuals, achieve their most important financial goals.
JPMREIT seeks to provide individuals with access to income producing, institutional-quality direct real estate starting with as little as a $2,500 investment.
For more information, contact your financial professional or visit jpmreit.com
A copy of the J.P. Morgan Real Estate Income Trust, Inc. prospectus is available at www.JPMREIT.com.
J.P. Morgan Institutional Investments Inc. (member FINRA/SIPC) is the dealer manager for the J.P. Morgan Real Estate Income Trust, Inc. offering.
The minimum investment of $2500 applies to the Class S, Class D and Class T shares. Class I shares minimum is $1 million.
An investment in shares of common stock of J.P. Morgan Real Estate Income Trust, Inc. (“JPMREIT”) involves a high degree of risk. These securities should only be purchased if you can afford to lose your complete investment. Please read the prospectus for a description of the material risks associated with an investment in JPMREIT. These risks include but are not limited to the following:
We have no operating history and there is no assurance that we will be able to successfully achieve our investment objectives.
This is a “blind pool” offering. You will not have the opportunity to evaluate our future investments before we make them.
Since there is no public trading market for shares of our common stock, repurchase of shares by us will likely be the only way to dispose of your shares. Our share repurchase plan will provide stockholders with the opportunity to request that we repurchase their shares on a monthly basis, but we are not obligated to repurchase any shares and may choose to repurchase only some, or even none, of the shares that have been requested to be repurchased in any month. In addition, repurchases will be subject to available liquidity and other significant restrictions. Further, our board of directors may make exceptions to, modify or suspend our share repurchase plan if in its reasonable judgment it deems such action to be in our best interest and the best interest of our stockholders, such as when repurchase requests would place an undue burden on our liquidity, adversely affect our operations or risk having an adverse impact on us that would outweigh the benefit of repurchasing our shares. Our board of directors cannot terminate our share repurchase plan absent a liquidity event which results in our stockholders receiving cash or securities listed on a national securities exchange or where otherwise required by law. As a result, our shares should be considered as having only limited liquidity and at times may be illiquid.
We are a perpetual-life REIT. While we may consider a liquidity event at any time in the future, we are not obligated by our charter or otherwise to effect a liquidity event at any time.
We cannot guarantee that we will make distributions, and if we do we may fund such distributions from sources other than cash flow from operations, including, without limitation, the sale of or repayments under our assets, borrowings, return of capital or offering proceeds and advances or the deferral of fees and expense reimbursem*nts. We have no limits on such amounts it may pay from such sources.
The purchase price and repurchase price for shares of our common stock are generally based on our prior month’s NAV (subject to material changes as described above) and are not based on any public trading market. While our valuation advisor will approve property values each month and each property will have quarterly independent appraisals, the valuation of properties is inherently subjective, and our NAV may not accurately reflect the actual price at which our investments could be liquidated on any given day.
We have no employees and are dependent on the Adviser to conduct our operations. The Adviser will face conflicts of interest as a result of, among other things, the allocation of investment opportunities among us and Other J.P. Morgan Accounts (as defined in the prospectus), the allocation of time of its investment professionals and the substantial fees that we will pay to the Adviser.
This is a “best efforts” offering. If we are not able to raise a substantial amount of capital in the near term, our ability to achieve our investment objectives could be adversely affected.
There are limits on the ownership and transferability of our shares. See “Description of Capital Stock—Restrictions on Ownership and Transfer" in the prospectus.
If we fail to qualify as a REIT and no relief provisions apply, our NAV and cash available for distribution to our stockholders could materially decrease.
Statements contained in this sales material that are not historical facts are based on our current expectations, estimates, projections, opinions or beliefs. Such statements are not facts and involve known and unknown risks, uncertainties, and other factors. Prospective investors should not rely on these statements as if they were fact. Certain information contained in this sales material constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “target,” “estimate,” “intend,” “continue,” “forecast,” or “believe” or the negatives thereof or other variations thereon or other comparable terminology. Due to various risks and uncertainties, including those described in the prospectus, actual events or results or our actual performance may differ materially from those reflected or contemplated in such forward-looking statements. No representation or warranty is made as to future performance or such forward-looking statements. In light of the significant uncertainties inherent in these forward-looking statements, the inclusion of this information should not be regarded as a representation by us or any other person that our objectives and plans, which JPMREIT considers to be reasonable, will be achieved.
You should carefully review the “Risk Factors” section of the prospectus for a discussion of the risks and uncertainties that JPMREIT believes are material to its business, operating results, prospects and financial condition. Except as otherwise required by federal securities laws, JPMREIT does not undertake to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise
