About ZIPIMX
JLL Income Property Trust Class M-I is a share class of an institutionally managed, perpetual life real estate investment trust (REIT) designed to deliver consistent, tax-efficient income and long-term capital appreciation. This asset primarily targets high-quality, income-producing real estate across key sectors including residential, industrial, grocery-anchored retail, healthcare, office, and selective real estate-related debt investments throughout the United States. The trust utilizes a diversified portfolio strategy, aiming to reduce volatility while providing stable current income distributions supported by the underlying real estate assets. Managed by a team with deep industry experience and supported by a prominent real estate sponsor, the trust is tailored for sophisticated investors seeking enduring exposure to core real estate. The Class M-I share, specifically, is available through fee-based programs and institutional accounts, offering a structure free from upfront selling commissions and dealer manager fees, which can enhance net distribution yields. The trust’s daily net asset value (NAV) structure adds transparency, allowing investors to track value consistently. Overall, JLL Income Property Trust Class M-I plays a significant role in providing access to a broadly diversified, actively managed core real estate portfolio within the private investment market.
Stock Exchange NASDAQ
Ticker Symbol ZIPIMX
ZIPIMX had a total return of 1.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.27%.
