JLL Income Property Trust: Investigating Claims 

Securities Investigation – JLL Income Property Trust  

 Are you concerned about your investment in JLL Income Property Trust? If so, the securities attorneys at The White Law Group may be able to help you. 

According to its website, JLL Income Property Trust, Inc. is a Real Estate Investment Trust (REIT) with a daily Net Asset Value (NAV) structure. It possesses and oversees a varied collection of top-tier residential, industrial, retail, healthcare, and office properties across the United States.  

Daily NAV REIT- JLL Income Property Trust  

A daily NAV (Net Asset Value) REIT (Real Estate Investment Trust) such as JLL Income Property Trust, refers to a type of REIT where the Net Asset Value is calculated daily.  

A REIT is a company that owns, operates, or finances income-generating real estate across a range of property sectors. They allow individuals to invest in real estate without having to buy or manage properties directly.  

Net Asset Value (NAV) is the value of a fund’s assets minus its liabilities. For a REIT, this typically includes the value of the properties it owns, minus any debts or other obligations. By calculating the NAV daily, investors may get a more frequent and accurate picture of the underlying value of the REIT’s assets.  

While investing in a daily NAV REIT may provide investors with more transparency, they may also have higher administrative costs due to the more frequent valuation process. 

 Non-Traded REITs Potentially Overvalued 

In a report last May, Investment News raised concerns about potential overvaluation in non-traded REITs, especially those specializing in commercial real estate, suggesting an overvaluation of up to 30%. The ongoing trend of remote work in many American businesses post-pandemic, alongside rising interest rates, has adversely affected commercial real estate. 

As per Investment News, the Dow Jones U.S. Real Estate Index witnessed a significant decline of 15.7% over the past year, contrasting with a marginal increase of just over one percentage point in the S&P 500 index during the same period. 

Furthermore, a recent report from real estate data firm CoStar Group Inc. highlighted a record-high U.S. office vacancy rate, reaching 12.9% in the first quarter, surpassing levels observed during the 2008 financial crisis. 

These developments raise concerns for investors in non-traded REITs due to their considerably limited share redemption programs, which exacerbate the inherent “liquidity issue” associated with such products.  

Complex Investment Products 

The trouble with non-traded REITs is that they are complex and inherently risky products. Lack of liquidity is often problematic for many investors.  Investors looking to sell often have difficulty finding a buyer, and when they do, can suffer significant losses on the sale. To learn more, see: Non-traded REITs “Liquidity Issue”  

Broker Due Diligence 

Prior to making recommendations to an individual investor, brokerage firms are required by the Financial Industry Regulatory Authority (FINRA) to disclose all the risks of an investment. Recommendations should only be made if the investment is suitable for an individual investor given their age, investment objections, investment experience and risk tolerance.  

Brokerage firms that do not perform adequate due diligence on an investment and/or make unsuitable recommendations can be held accountable for investment losses through FINRA arbitration.  

Free Consultation 

If you are concerned about your investment in JLL Income Property Trust, the securities attorneys at The White Law Group may be able to help. Please call the offices at 888-637-5510 for a free consultation with a securities attorney.  

The White Law Group is a national securities fraud, securities arbitration, and investor protection law firm with offices in Chicago, Illinois and Seattle, Washington  

For more information on The White Law Group and its representation of investors in FINRA arbitration claims, visit whitesecuritieslaw.com.