Commercial Real Estate Investment Trust (REIT) Qualifications: Jamestown Invest 1, LLC

Posted by Jamestown Invest on May 13, 2020
Jamestown Invest

Jamestown Invest’s first Fund – Jamestown Invest 1, LLC – has qualified as a Real Estate Investment Trust (“REIT”). Jamestown Invest Fund 1 REIT status enables us to potentially enhance our investor’s return on capital in two ways:

As a REIT, Jamestown Invest 1 is now generally exempt from corporate taxation at both the federal and state level. This means potentially more net cash flow available for distribution to commercial real estate investors.

As a REIT, ordinary dividends from Jamestown Invest 1 generally qualify for a 20% income tax deduction for some of our investors, which we expect will potentially enhance investors’ after-tax return on capital.

Note: not all investors qualify for tax advantages (for example, investors that do not pay taxes or invest with certain self-directed IRAs). For more information on commercial real estate investing, including how this information could change if the Fund’s REIT status is not maintained, you may review the Offering Circular. Consult your tax advisor for more information.

Not Advice
This communication is not to be construed as investment, tax, or legal advice in relation to the relevant subject matter; investors must seek their own legal or other professional advice.

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Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are not guaranteed and may not reflect actual future performance.

Risk of Loss
All securities involve a high degree of risk and may result in partial or total loss of your investment.

Liquidity Not Guaranteed
Because of the illiquid nature of our shares, you should purchase our shares only as a long-term investment and be prepared to hold them for an indefinite period of time.

Jamestown makes no representations, express or implied, regarding the accuracy or completeness of this information, and the reader accepts all risks in relying on the above information for any purpose whatsoever. Any actual transactions described herein are for illustrative purposes only and, unless otherwise stated in the presentation, are presented as of underwriting and may not be indicative of actual performance. Transactions presented may have been selected based on a number of factors such as asset type, geography, or transaction date, among others. Certain information presented or relied upon in this presentation may have been obtained from third-party sources believed to be reliable, however, we do not guarantee the accuracy, completeness or fairness of the information presented.

Jamestown Invest

Posted by Jamestown Invest

Jamestown Invest is a digital platform that connects investors with rigorously-vetted, institutional-quality real estate. Invest alongside a well-capitalized, stable, and reliable manager with $12.1 billion of assets under management worldwide on behalf of more than 80,000 investors across 31 realized funds (as of December 31, 2020).