JLL Income Property Trust Announces iCapital ® Partnership to Deliver Core Real Estate to Private Wealth Market
CHICAGO, Dec. 12, 2024 — JLL Income Property Trust, an institutionally managed daily NAV REIT with approximately $6.6 billion in portfolio equity and debt investments, has announced a new partnership with iCapital, a global fintech platform focused on enhancing the alternative investment marketplace for wealth and asset management industries.
This partnership allows for JLL Income Property Trust to be available on the iCapital Marketplace, a platform that equips financial advisors with top-tier technology, tools, and educational resources to invest in alternative investments.
“Successful wealth managers have recognized the limitations of the traditional 60/40 portfolio and have embraced alternative investments,” stated Allan Swaringen, President and CEO of JLL Income Property Trust. “By reducing barriers to entry, iCapital has streamlined access for advisors to explore alternative investment options like ours.”
“We are proud to partner with JLL Income Property Trust to enhance wealth managers’ access to its core real estate strategy,” added Steve Houston, Co-Head of iCapital Solutions at iCapital. “This partnership underscores our dedication to providing financial advisors and their high-net-worth clients with innovative, efficient means to engage with alternative investments such as JLL Income Property Trust.”
JLL Income Property Trust is an institutionally managed daily NAV REIT providing investors with a diversified and growing portfolio of commercial real estate investments. These investments are selected by a dedicated institutional investment management team and sponsored by one of the leading real estate services firms globally.
JLL Income Property Trust, Inc. is identified on NASDAQ under the symbols ZIPTAX, ZIPTMX, ZIPIAX, and ZIPIMX. The Trust possesses and manages a diverse assemblage of high-quality income-producing sectors including residential, industrial, grocery-anchored retail, healthcare, and office properties across the United States. It is anticipated that the real estate portfolio will continue to diversify, extending into international markets in the future.
In summary, this partnership is set to provide wealth managers with enhanced opportunities to invest in a core real estate strategy, showcasing the evolving landscape of alternative investment approaches.
