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Webinar: Retail Investor 2.0

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Mar 25, 2021
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52 minute view

Are you interested in learning more about intelligent portfolio diversification strategies and alternative investment options? This month, Real Estate 360 hosted CEO @Best Money Moves and Think Glink Media, Ilyce Glink, National Director of Business Development @STRATA Trust Company, Patrick Hagen and Jamestown CEO, Matt Bronfman for a conversation about the evolving landscape for retail investors.

Our guests discuss several topics during the webinar, including the landscape of investment options available, the rise in alternative investments (such as Jamestown Invest), how to evaluate opportunities & invest effectively and how to make the most of your retirement dollars and Self-Directed IRA funds.

During the webinar, our moderator Ilyce Glink polled participants to gain insight into investor behavior. Below are selected poll responses we are excited to share with our Real Estate 360 community.

1. Do you own commercial real estate, either directly or as part of syndication?

  • Yes - 36%
  • No - 67%

2. Do you want to be an active or passive investor?

  • Active - 21%
  • Passive - 34%
  • Either - 45%

3. Do you have a self-directed IRA account?

  • Yes - 40%
  • No - 60%

5. Are you interested in investing in commercial real estate in the next 6 months?

  • Yes - 73%
  • No - 27%

6. Did you find this webinar helpful?

  • Yes - 100%

7. Did you learn something new?

  • Yes - 100%

Conclusion

Allocating to private real estate offers many benefits to investors, such as the potential for enhanced returns, exposure to a non-correlated asset class, and diversification. Larger institutions, pension funds and sovereign wealth funds have understood these qualities and have included alternative investments as part of their investment strategy.

From the data mentioned above, many of our participants do not own commercial real estate. However, it is encouraging to see 73% of participants plan to add private commercial real estate as part of a well-balanced portfolio.

We are excited to provide value to our community through this webinar and, more broadly, through articles and videos provided on Real Estate 360. At Jamestown Invest, our goal is to make sure you have all the resources needed to start building a well-balanced portfolio by adding alternative investments to your portfolio.

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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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Investing in Jamestown Invest 1, LLC’s common shares is speculative and involves substantial risks. The “Risk Factors” section of the offering circular contains a detailed discussion of risks that should be considered before you invest. These risks include, but are not limited to, illiquidity, complete loss of invested capital, limited operating history, conflicts of interest, blind pool risk, and any public health emergency. In addition to the foregoing risks, the adverse economic effects of the COVID-19 pandemic are unknown and could materially impact this investment. Further, there is no assurance that Jamestown Invest 1, LLC will be able to achieve its investment objectives or to access targeted investments like those identified. You may download and review the offering circular at www.jamestowninvest.com/OC. Securities offered through North Capital Private Securities, Member FINRA/SIPC.

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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.
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