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0001893262
IPO filing research
J.P. Morgan Real Estate Income Trust, Inc.
Real Estate Investment Trusts
follow-on
priced
EFFECT
J.P. Morgan Real Estate Income Trust, Inc. IPO research page with SEC filing history, offering status, deal terms, structured filing extracts, company news, and comparable IPO context. Latest filing: EFFECT on 2026-04-20.
Filing Timeline
SEC EDGAR
EFFECT
effective
SEC effectiveness notice
SEC declared the registration statement effective, allowing the offering to proceed.
Follows DRS and marks the registration effective.
2026-04-20 · 9999999995-26-001248
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
First tracked pre-IPO filing for this issuer.
Price $10.60 · Gross proceeds $85,600,000
Class D, Class I, Class S, Class T · Use of proceeds Proceeds used for acquisitions, working capital, and other general corporate purposes · Flags units
2026-04-14 · 0001193125-26-154772
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2026-03-17 · 0001193125-26-110071
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows EFFECT and confirms the priced prospectus.
2026-02-12 · 0001193125-26-047832
EFFECT
effective
SEC effectiveness notice
SEC declared the registration statement effective, allowing the offering to proceed.
Follows 424B3 and marks the registration effective.
2026-02-04 · 9999999995-26-000439
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows S-11/A and confirms the priced prospectus.
2026-02-04 · 0001628280-26-005502
S-11/A
amended
Amended real estate registration statement
Updated real estate registration statement filed after SEC comments or deal changes.
Updates the prior 424B3 filing.
Price $11.82 · Gross proceeds $4,800,000,000
Class T, Class S, Class D, Class I · Use of proceeds To invest in stabilized, income-generating real properties, real estate debt, and related securities · Flags best_efforts · Underwriters J.P. Morgan Institutional Investments Inc.
2026-01-16 · 0001628280-26-002349
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2026-01-15 · 0001193125-26-013693
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2025-12-15 · 0001193125-25-318960
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2025-11-13 · 0001193125-25-280086
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2025-10-15 · 0001193125-25-240059
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Price $10.44 · Gross proceeds $123,400,000
Class D · Use of proceeds Proceeds used for acquisitions and portfolio development · Flags units
2025-09-16 · 0001193125-25-204650
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2025-08-15 · 0000950170-25-109318
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows S-11 and confirms the priced prospectus.
Gross proceeds $119,500,000
Class D, Class I, Class S, Class T · Use of proceeds Acquisitions of industrial and multifamily properties, real estate debt investments, and working capital
2025-07-17 · 0000950170-25-096575
S-11
filed
Real estate registration statement
Registration statement filed for a real estate issuer or REIT offering.
Follows 424B3 in the pre-IPO sequence.
2025-07-08 · 0001193125-25-156622
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2025-06-12 · 0000950170-25-085300
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2025-05-15 · 0000950170-25-072322
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows EFFECT and confirms the priced prospectus.
Gross proceeds $108,600,000
Class D, Class I, Class S, Class T · Use of proceeds Proceeds from the primary offering are used for acquisitions and working capital.
2025-04-23 · 0000950170-25-057049
EFFECT
effective
SEC effectiveness notice
SEC declared the registration statement effective, allowing the offering to proceed.
Follows 424B3 and marks the registration effective.
2025-04-22 · 9999999995-25-001175
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2025-04-16 · 0000950170-25-054550
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2025-04-03 · 0000950170-25-050260
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2025-03-18 · 0000950170-25-041244
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
2025-03-17 · 0000950170-25-040142
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Class A · Exchange NYSE · Ticker JPMR · Use of proceeds Acquisition of a multifamily property
The current filing discloses the acquisition of a 219-unit Class-B multifamily property in Wilmington, North Carolina, for $32.1 million via a joint venture. This supplement updates investors on recent investment activity, NAV calculations, and offering status, building on prior disclosures related to share pricing and valuation methodologies.
2025-03-07 · 0000950170-25-035373
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the transaction prices for J.P. Morgan Real Estate Income Trust, Inc.'s common stock classes as of March 1, 2025, and provides the January 31, 2025 net asset value (NAV) per share. It also includes an update on the ongoing public offering, noting proceeds from the primary offering and distribution reinvestment plan, and revises prospectus disclosures regarding Class E share repurchase eligibility. The filing highlights changes in valuation assumptions and liabilities related to mandatorily redeemable instruments.
2025-02-13 · 0000950170-25-019702
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the transaction prices for J.P. Morgan Real Estate Income Trust, Inc.'s common stock classes as of February 1, 2025, and provides the December 31, 2024 net asset value (NAV) per share. It includes details on the status of the ongoing public offering, share repurchase restrictions for Class E shares, and amendments to prospectus disclosures. The filing also highlights valuation assumptions for real estate investments and updates on the Adviser's role in NAV calculations.
2025-01-15 · 0000950170-25-005796
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current 424B3 filing updates the transaction prices for J.P. Morgan Real Estate Income Trust, Inc.'s common stock classes as of January 1, 2025, and provides the November 30, 2024 net asset value (NAV) per share. It includes amendments to the advisory agreement and valuation guidelines, updates to the offering status, and revisions to prospectus disclosures. The filing also highlights the absence of Class T share sales and details the calculation of NAV components.
2024-12-16 · 0000950170-24-136549
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Gross proceeds $88,700,000
Class D, Class I, Class S, Class T · Units · Use of proceeds Debt repayment, working capital, and acquisitions · Flags units
The current filing updates J.P. Morgan Real Estate Income Trust, Inc.'s prospectus with details on the acquisition of a logistics and storage portfolio in Florida, transaction prices for common stock classes as of December 1, 2024, and the October 31, 2024 net asset value (NAV) per share. It also provides an offering status update, includes the Q3 2024 10-Q, and discloses valuation assumptions for real estate investments. The previous filing focused on transaction prices as of November 1, 2024, and NAV as of September 30, 2024.
2024-11-14 · 0000950170-24-126854
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the prospectus with the transaction price for each class of common stock as of November 1, 2024, the September 30, 2024 net asset value (NAV) per share, an update on the ongoing public offering, revised 'Experts' disclosure, and an updated Form of Subscription Agreement. The filing highlights the NAV breakdown, share repurchase plan details, and valuation assumptions for real estate investments.
2024-10-16 · 0000950170-24-114845
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current 424B3 filing updates the share repurchase plan disclosures for J.P. Morgan Real Estate Income Trust, Inc. It clarifies eligibility timelines and conditions for repurchasing Class E and Class I shares, including restrictions for shares issued in private offerings and JPMIM's mandatory repurchase obligations. Key dates include July 22, 2025 (third anniversary of the public offering) and a $1.5 billion NAV threshold for certain repurchase eligibility. The filing also reiterates limitations on share repurchases during plan suspensions and under specific capital constraints.
2024-10-01 · 0000950170-24-110643
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing provides updated transaction prices for J.P. Morgan Real Estate Income Trust's common stock classes as of October 1, 2024, and details the August 31, 2024 net asset value (NAV) per share. It also updates the status of the ongoing public offering and revises the 'Experts' section to include SitusAMC Real Estate Valuation Services, LLC for property valuations. The previous filing focused on a mortgage loan closure for a multifamily property acquisition.
2024-09-13 · 0000950170-24-106259
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Use of proceeds Proceeds used to finance the acquisition of Satori West Ashley multifamily property.
The filing discloses the closing of a $62.4 million mortgage loan to finance the acquisition of Satori West Ashley, a 297-unit multifamily property in Charleston, SC. The loan has a two-year initial term with three one-year extension options. This supplement focuses on the property acquisition, contrasting with the previous filing which emphasized NAV calculations, transaction prices, and offering updates.
2024-08-28 · 0000950170-24-101246
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Range $10.34 to $10.88 · Gross proceeds $77,100,000
D, I, S, T · Use of proceeds Debt repayment, working capital, and acquisitions. · Flags units
This filing updates the net asset value (NAV) per share and transaction prices for J.P. Morgan Real Estate Income Trust, Inc.'s common stock classes as of July 31, 2024, and August 1, 2024, respectively. It includes revised NAV calculations, updates on the ongoing public offering, and the inclusion of a quarterly report. The filing also amends the distribution reinvestment plan and updates the 'Experts' section to reflect the valuation firm's role in estimating real estate investment values.
2024-08-14 · 0000950170-24-096888
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Price $10.30 · Gross proceeds $75,000,000
Class D, Class I, Class S, Class T · Use of proceeds Proceeds will be used for acquisitions, working capital, and debt repayment.
J.P. Morgan Real Estate Income Trust, Inc. updated its prospectus supplement with the transaction prices for common stock classes as of August 1, 2024, and the June 30, 2024 net asset value (NAV) per share. The filing also includes an update on the ongoing public offering, amendments to the distribution reinvestment plan, and revisions to the subscription agreement. The NAV calculation reflects real estate investments, debt, and liabilities, with specific disclosures about mandatorily redeemable instruments and valuation assumptions.
2024-07-16 · 0000950170-24-083836
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the transaction prices for J.P. Morgan Real Estate Income Trust, Inc.'s common stock classes as of July 1, 2024, and provides the May 31, 2024 net asset value (NAV) per share. It also includes an update on the status of the ongoing public offering and revises the 'Experts' section to include SitusAMC Real Estate Valuation Services, LLC as the independent valuation firm. The filing highlights the impact of assumptions in property valuations and details the composition of the trust's NAV.
2024-06-13 · 0000950170-24-072798
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the prospectus for J.P. Morgan Real Estate Income Trust, Inc., disclosing the transaction prices for common stock classes as of June 1, 2024, the April 30, 2024 net asset value (NAV) per share, and the status of the ongoing public offering. It also includes a quarterly report and expands tax disclosures for non-U.S. holders, emphasizing risks under FIRPTA and the impact of new Treasury regulations on REIT taxation.
2024-05-16 · 0000950170-24-061035
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Class X
The current filing updates the prospectus for J.P. Morgan Real Estate Income Trust, Inc., focusing on revisions to the 'Description of Capital Stock' section. It details the reclassification of 500,000,000 Class X Common Stock shares into a new Class X Shares designation, clarifying that no Class X shares are offered in this offering. The filing also outlines conversion terms for Class X shares into Class I shares under specific conditions, such as listing, merger, or liquidation. Additional updates include NAV per share calculations, transaction prices for share classes, and status of the public offering.
2024-04-22 · 0000950170-24-046403
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows EFFECT and confirms the priced prospectus.
J.P. Morgan Real Estate Income Trust, Inc. issued a prospectus supplement (424B3) updating details of its public offering, including transaction prices for common stock classes as of May 1, 2024, and the March 31, 2024 net asset value (NAV) per share. The supplement also outlines changes to share repurchase eligibility for Class E shares and provides updates on the offering's status. The NAV calculation methodology and valuation assumptions for real estate investments are disclosed, along with sensitivities to discount rates and capitalization rates.
2024-04-22 · 0000950170-24-046372
EFFECT
effective
SEC effectiveness notice
SEC declared the registration statement effective, allowing the offering to proceed.
Follows 424B3 and marks the registration effective.
J.P. Morgan Real Estate Income Trust, Inc. filed a Notice of Effectiveness for its public offering, updating transaction prices for common stock classes as of May 1, 2024, and disclosing the March 31, 2024 net asset value (NAV) per share. The filing includes details on the ongoing $5.0 billion offering, share repurchase restrictions for Class E shares, and amendments to the prospectus regarding Class I and Class E share eligibility. The Adviser determines NAV using valuation guidelines, with sensitivity to discount rates and exit capitalization rates.
2024-04-19 · 9999999995-24-001038
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the prospectus for J.P. Morgan Real Estate Income Trust, Inc., disclosing the transaction prices for each class of common stock as of May 1, 2024, and the March 31, 2024 net asset value (NAV) per share. It also provides an update on the status of the ongoing public offering, noting no Class T shares have been sold yet. The filing includes revisions to the prospectus regarding repurchase rights for Class E and Class I shares, extending eligibility for repurchases to July 2025 or when aggregate NAV reaches $1.5 billion.
2024-04-16 · 0000950170-24-044623
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the prospectus for J.P. Morgan Real Estate Income Trust, Inc. by incorporating its 2023 Annual Report on Form 10-K and revising the 'Experts' section to include PricewaterhouseCoopers LLP's audit report. This supplement reflects the company's ongoing compliance with regulatory requirements and provides updated financial disclosures.
2024-03-18 · 0000950170-24-032593
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
J.P. Morgan Real Estate Income Trust, Inc. issued Supplement No. 15 dated March 14, 2024, updating transaction prices for common stock classes as of April 1, 2024, and providing the February 29, 2024 net asset value (NAV) per share. The filing also includes management changes, offering status updates, and expert disclosures. Key updates include new leadership appointments following Michael P. Kelly's resignation and revised NAV calculations reflecting real estate portfolio valuations.
2024-03-14 · 0000950170-24-031586
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
5,817,278 shares · Gross proceeds $60,300,000
Class D, Class I, Class S, Class T · Use of proceeds Proceeds from the primary offering are used for general corporate purposes.
J.P. Morgan Real Estate Income Trust, Inc. issued Supplement No. 14 to its prospectus, updating transaction prices for common stock classes as of March 1, 2024, and providing the January 31, 2024 net asset value (NAV) per share. The filing also includes an update on the ongoing public offering, which remains active with a $5.0 billion share cap, and revises the 'Experts' section to reflect the role of SitusAMC Real Estate Valuation Services, LLC in estimating real estate investment values.
2024-02-14 · 0000950170-24-015109
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
5,543,463 shares · Gross proceeds $57,500,000
Class D, I, S, T shares · Use of proceeds Proceeds from primary offering used for acquisitions, working capital, and general corporate purposes
J.P. Morgan Real Estate Income Trust, Inc. issued Supplement No. 13 to its prospectus, updating transaction prices for common stock classes as of February 1, 2024, and disclosing the December 31, 2023 net asset value (NAV) per share. The filing also provided an offering status update, revised prospectus sections (Experts, Suitability Standards, and Subscription Agreement), and highlighted that Class T shares remain unsold. Compared to the previous supplement (No. 12, focused on a real estate acquisition), this update emphasizes valuation details, offering progress, and procedural changes.
2024-01-16 · 0000950170-24-004587
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Common Stock · Exchange NYSE · Ticker JPMR · Units of the Operating Partnership · Use of proceeds Acquisition of townhomes funded by proceeds from share sales and Operating Partnership units · Flags units
The current filing (Supplement No. 12) discloses the acquisition of an initial tranche of 36 townhomes in the 'Fiore' single-family rental community in Venice, Florida, by J.P. Morgan Real Estate Income Trust, Inc. The acquisition, funded via proceeds from stock sales and Operating Partnership units, marks the first phase of a larger development project. This follows a previous filing (Supplement No. 11) focused on NAV calculations, transaction prices, and offering updates.
2023-12-20 · 0000950170-23-071764
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The filing provides updated transaction prices for J.P. Morgan Real Estate Income Trust's common stock classes as of January 1, 2024, and details the November 30, 2023 net asset value (NAV) per share. It also updates the status of the ongoing public offering, noting $54.1 million in primary offering proceeds and no Class T share sales. The 'Experts' section is updated to include SitusAMC Real Estate Valuation Services, LLC as the independentvaluator of real estate investments.
2023-12-14 · 0000950170-23-070290
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Gross proceeds $500,000,000
Class Y · Use of proceeds Proceeds from private offering will be used for general corporate purposes
The current filing updates the prospectus for J.P. Morgan Real Estate Income Trust, Inc., focusing on amendments to capital stock classifications, advisory and operating partnership agreements, distribution reinvestment plans, valuation guidelines, and share repurchase plans. Key updates include the introduction of Class X and Y shares, revised management fee structures, and detailed conversion terms for share classes.
2023-11-16 · 0000950170-23-064449
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
J.P. Morgan Real Estate Income Trust, Inc. issued a prospectus supplement (Supplement No. 9) dated November 15, 2023, updating details about its public offering. The supplement includes the transaction price for each class of common stock as of December 1, 2023, the October 31, 2023 net asset value (NAV) per share, an update on the offering status, revised 'Experts' disclosures, and the inclusion of the Q3 2023 10-Q report. The NAV per share for Class D, I, S, and E shares is disclosed, with Class T shares not yet sold. The Adviser, J.P. Morgan Investment Management Inc., remains responsible for NAV calculations, and SitusAMC Real Estate Valuation Services, LLC provides independent valuations.
2023-11-15 · 0000950170-23-064047
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the transaction prices and net asset value (NAV) per share for J.P. Morgan Real Estate Income Trust, Inc.'s common stock classes as of September 30, 2023. It also provides an update on the status of the ongoing public offering, revised disclosures regarding distribution sources, and updates to the 'Experts' section. The filing highlights the NAV calculation methodology, including property-type-specific valuation assumptions and the impact of changes in discount rates or capitalization rates on investment values.
2023-10-16 · 0000950170-23-053517
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the prospectus for J.P. Morgan Real Estate Income Trust, Inc., disclosing the transaction prices for each class of common stock as of October 1, 2023, the August 31, 2023 net asset value (NAV) per share, the status of the ongoing public offering, and updates to the 'Experts' section. The filing highlights the NAV breakdown, valuation methodologies, and details on share class pricing, including Class T shares tied to NAV per share for Class E shares.
2023-09-15 · 0000950170-23-048247
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing discloses an amendment to the Credit Facility, extending its maturity date to August 2024, reducing aggregate commitments from $65M to $8M, and increasing the applicable margin to 2.45%. This supplement focuses on updates to the Credit Agreement, contrasting with the previous filing which detailed NAV calculations, transaction prices, and offering status.
2023-08-30 · 0000950170-23-045201
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
J.P. Morgan Real Estate Income Trust, Inc. issued a prospectus supplement updating transaction prices for common stock classes as of September 1, 2023, and disclosing the July 31, 2023 net asset value (NAV) per share. The filing also provides an update on the ongoing public offering, revises investment strategy disclosures related to U.S. federal banking laws, and includes the Q2 2023 10-Q report. Key changes include updated NAV calculations, revised share class transaction prices, and enhanced risk disclosures regarding potential restrictions under the Volcker Rule if the company is deemed controlled by J.P. Morgan.
2023-08-15 · 0000950170-23-042639
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
J.P. Morgan Real Estate Income Trust, Inc. issued a prospectus supplement disclosing the acquisition of a $73.2 million truck transload facility in Savannah, GA, and updated transaction prices for common stock classes as of August 1, 2023. The supplement also provided the June 30, 2023 net asset value (NAV) per share, updated offering status, and revised expert disclosures. The NAV calculation highlighted a total net asset value of $81.9 million, with Class D, I, S, T, and E shares reporting specific NAVs. The offering remains active, with $32.7 million raised in the primary offering as of July 2023.
2023-07-17 · 0000950170-23-033178
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing provides updated transaction prices for J.P. Morgan Real Estate Income Trust, Inc.'s common stock classes as of July 1, 2023, and the May 31, 2023 net asset value (NAV) per share. It updates the status of the ongoing public offering, noting no sales of Class S or T shares to date, and revises the 'Experts' section to include SitusAMC Real Estate Valuation Services, LLC. The filing emphasizes the Adviser's role in NAV calculations and highlights valuation assumptions for property investments.
2023-06-15 · 0000950170-23-028252
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the transaction prices for J.P. Morgan Real Estate Income Trust, Inc.'s common stock classes as of June 1, 2023, and provides the April 30, 2023 net asset value (NAV) per share. It includes amendments to the advisory agreement, valuation guidelines, and distribution reinvestment plan, along with an update on the public offering status and a quarterly report. The previous filing (April 19, 2023) contained similar disclosures but with data as of March 31, 2023.
2023-05-15 · 0001193125-23-144481
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows EFFECT and confirms the priced prospectus.
Price $10.88 · Range $10.39 to $10.88 · 2,329,159 shares · Gross proceeds $23,755,000
Class T, S, D, I · Exchange NASDAQ · Ticker JMPR · Use of proceeds for general corporate purposes, including acquisitions and working capital · Flags units
The current filing supplement updates the prospectus for J.P. Morgan Real Estate Income Trust, Inc., providing transaction prices for common stock classes as of May 1, 2023, and the March 31, 2023 net asset value (NAV) per share. It also details the status of the ongoing public offering, noting proceeds from primary and distribution reinvestment plans, and includes a disclosure about Michael P. Kelly's planned retirement from his roles as CEO, Chairperson, and board member. The prospectus was updated to reflect the role of an independent valuation firm for investment valuations.
2023-04-19 · 0001193125-23-106050
EFFECT
effective
SEC effectiveness notice
SEC declared the registration statement effective, allowing the offering to proceed.
Follows 424B3 and marks the registration effective.
J.P. Morgan Real Estate Income Trust, Inc. has received SEC effectiveness for its public offering, which is now active. The filing updates share transaction prices as of May 1, 2023, and provides the March 31, 2023 net asset value (NAV) per share for each class. The offering remains open for up to $5.0 billion in shares, with $23.7 million raised in the primary offering and $55,000 via the distribution reinvestment plan as of April 18, 2023. The filing also includes updated valuation methodologies and expert disclosures.
2023-04-18 · 9999999995-23-000963
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the prospectus for J.P. Morgan Real Estate Income Trust, Inc., disclosing the May 1, 2023 transaction prices for common stock classes, the March 31, 2023 net asset value (NAV) per share, offering status, and expert disclosures. It highlights the NAV breakdown, valuation assumptions, and ongoing public offering details. The filing emphasizes the absence of a public trading market for shares and risks related to liquidity, distribution funding, and valuation subjectivity.
2023-04-14 · 0001193125-23-101536
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing is a prospectus supplement (Supplement No. 13) for J.P. Morgan Real Estate Income Trust, Inc., updating the prospectus dated July 22, 2022. It includes the Annual Report on Form 10-K for the year ended December 31, 2022, and updates the 'Experts' section. This follows Supplement No. 12, which focused on transaction prices, NAV calculations, and offering status.
2023-03-29 · 0001193125-23-083827
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the transaction prices for J.P. Morgan Real Estate Income Trust, Inc.'s common stock classes as of April 1, 2023, and provides the February 28, 2023 net asset value (NAV) per share. It also includes an update on the status of the ongoing public offering and revises the 'Experts' section to include SitusAMC Real Estate Valuation Services, LLC as the independent valuation firm for NAV calculations. Compared to the previous filing, transaction prices for all share classes have increased, and the NAV per share rose to $46.05 million from $28.08 million.
2023-03-17 · 0001193125-23-073529
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
1,190,504 shares · Gross proceeds $12,000,000
common stock
The current filing updates the transaction prices for J.P. Morgan Real Estate Income Trust, Inc.'s common stock classes as of March 1, 2023, and provides the January 31, 2023 net asset value (NAV) per share. It also details the status of the ongoing public offering, noting $12 million in proceeds from Class I and D shares, and introduces a private offering of Class E and I shares for accredited investors.
2023-02-13 · 0001193125-23-035547
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
J.P. Morgan Real Estate Income Trust, Inc. updated its prospectus supplement (Supplement No. 10) with revised transaction prices for common stock classes as of February 1, 2023, and the December 31, 2022 net asset value (NAV) per share. The filing also provided an update on the status of its ongoing public offering, noting proceeds from Class I and D shares in the primary offering and no sales of Class S or T shares. The previous supplement (No. 9) included a multifamily property acquisition and different NAV figures for November 30, 2022.
2023-01-17 · 0001193125-23-009045
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
J.P. Morgan Real Estate Income Trust, Inc. issued a prospectus supplement detailing the acquisition of a 175-unit multifamily property in Pittsburgh for $51.1 million, transaction prices for common stock classes as of January 1, 2023, and the November 30, 2022 net asset value (NAV) per share. The supplement also updated the status of the ongoing public offering, noting the sale of 57,084 Class I shares for $0.6 million since the offering's inception in July 2022.
2022-12-14 · 0001193125-22-304903
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
275 shares
T, S, D, I · Exchange NASDAQ · Ticker JMRE · Use of proceeds To acquire multifamily properties and fund joint ventures
The current filing supplement (Supplement No. 8) discloses the acquisition of two Class A multifamily properties in Houston by J.P. Morgan Real Estate Income Trust, Inc. through a joint venture. It also updates the Pennsylvania suitability standard, limiting investments to 10% of net worth for residents, and replaces the Form of Subscription Agreement. The previous filing (Supplement No. 7) focused on transaction prices, NAV calculations, and updates to share class eligibility criteria.
2022-11-16 · 0001193125-22-286828
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Price $10.04 · Gross proceeds $200,000
Class T, Class S, Class D, Class I · Use of proceeds Proceeds from the primary offering are intended for working capital, acquisitions, and other general corporate purposes.
The current filing updates the transaction price and net asset value (NAV) per share for J.P. Morgan Real Estate Income Trust, Inc.'s common stock classes as of November 15, 2022. It reflects the ongoing public offering, with $0.2 million in proceeds from Class I shares issued. The supplement includes the quarterly report on Form 10-Q for the period ended September 30, 2022, and updates disclosure on share class eligibility and offering status.
2022-11-15 · 0001193125-22-285864
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Price $10.02
Class T, S, D, I · Use of proceeds No issuer proceeds as shares are not yet sold · Flags units
The current filing updates the transaction price for all share classes of J.P. Morgan Real Estate Income Trust, Inc. at $10.02 per share as of November 1, 2022, aligns with the September 30, 2022 net asset value (NAV) per share. It also revises the Prior Performance Summary section to include details on nine similar prior programs. The filing emphasizes NAV calculation methodologies and clarifies the classification of JPMIM mandatorily redeemable Class E units as liabilities.
2022-10-17 · 0001193125-22-263701
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Use of proceeds Acquisition of industrial outdoor storage site
The filing announces the completion of J.P. Morgan Real Estate Income Trust's acquisition of the IOS Facility, a 9.7-acre industrial outdoor storage site in Philadelphia, funded by share sales and borrowings. This follows prior updates to the Operating Partnership's Limited Partnership Agreement and prospectus disclosures in earlier filings.
2022-10-07 · 0001193125-22-259518
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing updates the Amended and Restated Limited Partnership Agreement of the Operating Partnership to revise terms governing the transfer and redemption of units issued to the Special Limited Partner. It also includes updates to the prospectus, clarifying Net Asset Value (NAV) calculations, share repurchase eligibility for Class E shares, and other operational details. These changes align with ongoing regulatory requirements and investor communication needs.
2022-10-05 · 0001193125-22-258245
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
Common Stock of J.P. Morgan Real Estate Income Trust, Inc. · Flags units
J.P. Morgan Real Estate Income Trust, Inc. issued a prospectus supplement disclosing the acquisition of a 62.7% interest in a $26.8 million mezzanine loan for a multifamily property in Tennessee. The supplement updates the prospectus with revised transaction prices, NAV disclosures, and suitability standards for Puerto Rico investors. It also modifies repurchase terms for JPMIM, management fee structures, distribution reinvestment plans, and stockholder servicing fees. The Form of Subscription Agreement was replaced with a new version.
2022-09-22 · 0001193125-22-249135
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows 424B3 and confirms the priced prospectus.
The current filing discloses the execution of a $65 million credit facility by J.P. Morgan Real Estate Income Trust, Inc., with an accordion feature to increase commitments up to $150 million. The facility is secured, with interest rates tied to SOFR or base rate margins, and includes covenants, reporting requirements, and events of default. This supplement replaces prior updates related to the offering status, prospectus revisions, and a quarterly report.
2022-09-02 · 0001193125-22-237570
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows EFFECT and confirms the priced prospectus.
Class T, Class S, Class D, Class I · Use of proceeds Proceeds will be used for investments, acquisitions, and other general corporate purposes.
J.P. Morgan Real Estate Income Trust, Inc. issued a prospectus supplement (424B3) updating its ongoing public offering of up to $5 billion in common stock. The supplement includes revised risk disclosures, updates to the subscription agreement, and incorporation of its Q2 2022 10-Q report. No shares have been issued or sold yet, with initial purchase prices tied to net asset value (NAV) until the first investment. Key updates address MBS acquisition risks, conflicts of interest with J.P. Morgan affiliates, and cross-trading practices.
2022-08-17 · 0001193125-22-223315
EFFECT
effective
SEC effectiveness notice
SEC declared the registration statement effective, allowing the offering to proceed.
Follows 424B3 and marks the registration effective.
J.P. Morgan Real Estate Income Trust, Inc. is a newly organized REIT focused on investing in stabilized real estate, with a maximum offering of $5 billion in common stock. The offering includes four share classes with varying fees and a distribution reinvestment plan. The trust is externally managed by J.P. Morgan Investment Management Inc. (JPMIM) and is not registered as an investment company. It operates as a 'blind pool' with no prior investments, relying on JPMIM's expertise for real estate opportunities.
2022-07-22 · 9999999995-22-002142
424B3
priced
Final prospectus
Final prospectus filed near launch with final deal terms.
Follows S-11/A and confirms the priced prospectus.
Price $10.00 · 500,000,000 shares · Gross proceeds $5,000,000,000
Class T, Class S, Class D, Class I · Use of proceeds To invest in stabilized, income-generating real properties · Flags best_efforts · Underwriters J.P. Morgan Institutional Investments Inc.
J.P. Morgan Real Estate Income Trust, Inc. is a newly organized REIT seeking to raise up to $5 billion through a continuous offering of common stock classes, with a focus on stabilized real estate investments. The trust is externally managed by J.P. Morgan Investment Management Inc. (JPMIM) and operates as a 'blind pool' with no identified investments yet. The offering includes Class T, S, D, I shares, and a private placement of Class E shares, with the trust having met initial capitalization requirements of $150 million in commitments and $25 million in Class E sales as of July 2022.
2022-07-22 · 0001193125-22-199717
S-11/A
amended
Amended real estate registration statement
Updated real estate registration statement filed after SEC comments or deal changes.
Updates the prior S-11 filing.
J.P. Morgan Real Estate Income Trust, Inc. is a newly organized REIT seeking to raise up to $5 billion through a continuous offering of common stock, with shares classified into four classes (T, S, D, I) featuring varying fees and commissions. The trust is externally managed by J.P. Morgan Investment Management Inc. (JPMIM) and aims to invest in stabilized real estate, debt, and related securities. The offering is a 'blind pool' with no current investments, and proceeds will be used for real estate acquisitions. The trust has met initial capitalization requirements, with over $150 million in commitments and $25 million in Class E shares sold as of July 6, 2022.
2022-07-06 · 0001193125-22-188668
S-11
filed
Real estate registration statement
Registration statement filed for a real estate issuer or REIT offering.
Follows DRS/A in the pre-IPO sequence.
Price $10.00 · Gross proceeds $5,000,000,000
Class T, Class S, Class D, Class I · Class E units of the Operating Partnership · Use of proceeds to invest in real estate and related securities · Flags best_efforts, units · Underwriters J.P. Morgan Institutional Investments Inc.
J.P. Morgan Real Estate Income Trust, Inc. is a newly organized REIT focused on investing in stabilized income-generating real properties, with a maximum offering of $5 billion. The trust is externally managed by J.P. Morgan Investment Management Inc. (JPMIM) and offers four share classes (T, S, D, I) with varying fees and commissions. The offering is a 'best efforts' structure, with shares priced based on net asset value (NAV) and subject to material changes. The trust is a 'blind pool,' meaning investors cannot evaluate future investments before they are made.
2022-06-14 · 0001193125-22-173881
DRS/A
amended
Amended draft registration statement
Updated draft registration filed before the public launch.
Updates the prior DRS filing.
J.P. Morgan Real Estate Income Trust, Inc. is offering up to $5 billion in common stock through a continuous offering, comprising $4 billion in primary shares and $1 billion in distribution reinvestment plan shares. The trust, externally managed by J.P. Morgan Investment Management Inc. (JPMIM), focuses on stabilized real estate investments and is structured as a non-listed REIT. The offering includes four share classes (T, S, D, I) with varying fees and commissions. The trust is a 'blind pool' with no prior investments, and liquidity is limited to a share repurchase plan. The current filing amends the registration to clarify investor commitments and pricing mechanisms.
2022-03-04 · 0000950123-22-003314
DRS
filed
Draft registration statement
Draft registration filed confidentially before the public launch.
First tracked pre-IPO filing for this issuer.
J.P. Morgan Real Estate Income Trust, Inc. is a newly organized REIT formed to invest primarily in stabilized, income-generating real properties, with a secondary focus on real estate debt and related securities. The trust is externally managed by J.P. Morgan Investment Management Inc. (JPMIM) and offers up to $5 billion in common stock across four classes (Class T, S, D, I), with a blind pool structure as no investments have been identified yet. The offering is a 'best efforts' campaign, with share pricing tied to net asset value (NAV) and limited liquidity through a repurchase plan. The trust does not intend to list shares publicly and aims to qualify as a REIT for tax purposes.
2021-11-24 · 0000950123-21-015887
Comparable Deals
1 comparable deal
Financials$50-100MLast 18 months
Only 0 strict matches; expanded to 1 using nearest neighbors.
Recent News
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