Jamestown Invest – The Online Real Estate Investment Platform

Jamestown Invest, at its core, is an online real estate investment platform, where individual American investors, non-accredited or accredited, may purchase shares in real estate sponsored by Jamestown. Investors will have access to curated offerings depending on financial status (i.e. net worth or income) and level of investment experience. Investments may include individual properties, a diversified real estate fund with existing assets, or a blind pool real estate fund with a focused investment thesis and unspecified investment opportunities.

How does it work?

Through Jamestown Invest, investors have the opportunity to participate in our real estate offerings through our private, secure portal. Depending on the volume of our investments and allocation available, investors will be able to browse offerings, evaluate the investment, sign legal documents and fund.

Once you invest, Jamestown does the rest. Unlike several capital allocators, such as several crowdfunding platforms, Jamestown will:

• Co-invest in each offering;
• Seek to provide value through our vertically integrated team as we aim to improve assets, and create value for investors, tenants, and the community;
• As assets generate income, distribute cash flow to investors when available; and
• Aim to sell improved assets with the goal of making money for investors.

Who can invest?

Jamestown Invest may offer investments through various securities. Accordingly, we have made two types of securities offerings available to investors: Regulation A and Regulation D.

Due to Regulation A (or Reg-A) under the Securities Act of 1933, which went into effect in 2015, real estate investment trusts are able to accept investments from qualified purchases, which includes both accredited and non-accredited investors, subject to caps, opening up investment to the general public. A non-accredited investor’s purchase may not be more than 10% of their annual income or net worth. At this time, you must be a U.S. citizen.

Private securities offerings, typically under rule 506 of Regulation D, are only offered to Accredited Investors or licensed securities professionals as defined by the Securities Exchange Commission. To access these offerings, investors are required to have one of the following:

• Income that exceeds $200,000 per year in the last two years and reasonably expect to maintain the same income in the current year, as an individual
• Net worth exceeding $1,000,000, not including the value of the individual’s primary residence, either individually or jointly with a spouse
• Combined income that exceeds $300,000 with a spouse in the past two years and expect to achieve the same in the current year
• An entity account with at least $5,000,000 in assets or a business in which all equity owners are accredited
• A licensed professional in the Securities industry and hold in good standing a Series 7, Series 65 or Series 82 license

What is the minimum investment?

Jamestown Invest’s minimum investment starts at $2500. The price per share is adjusted at the beginning of each fiscal quarter. This amount may change over time and will vary based upon the target funding amount of offerings.

Why Jamestown Invest?

Investing in commercial real estate through Jamestown Invest is a simple, three-step process completed entirely online. The real estate investments offered on the Jamestown Invest platform are vetted, acquired, and managed by Jamestown’s vertically-integrated team of professionals including: Acquisitions, Asset Management, Creative & Marketing, Development & Construction, Legal & Compliance, Retail Leasing, Sustainability & Social Responsibility, and Technology Strategy. When you invest in commercial real estate through Jamestown Invest, you’re investing alongside a well-capitalized, stable, and reliable manager. Jamestown has a 38+ year track record with 80,000+ investors and $13.0 billion of assets under management worldwide as of December 31, 2021 across 32 realized funds in company history.