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

Jamestown REIT Qualification


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.

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by Jamestown Invest

Jamestown Invest is the first direct-to-consumer platform launched by a global real estate institution, connecting U.S. individuals directly with real estate managed by Jamestown.

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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.

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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.

Performance Not Guaranteed
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.

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

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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.


The NPI is a quarterly, composite total return for private commercial real estate properties located in the United States. The NPI includes operating office, retail, industrial, apartment, or hotel properties accounted for on a market value basis and includes the impact of leverage employed on the properties in the index. The NPI Levered Index is illustrative of historical average annualized commercial real estate returns on a gross property level leveraged basis, and these historical returns may not be indicative of future results. Leverage adds additional risks because leverage providers generally get paid first and may have a full or partial recourse claim against a portfolio. Such real estate return data should not be used to estimate returns of Jamestown Invest investments. While Jamestown Invest 1, LLC may acquire properties that meet some of the NPI criteria, it may acquire properties that do not meet such criteria. Further, Jamestown Invest property returns may have a better or worse average annualized return performance compared to the index as each real estate investment is unique in nature, which is inherently problematic for benchmarking to the composite returns of a highly diversified index.