---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-23-064432"
form_type: "8-K"
ticker: null
cik: "0001893262"
company_name: "J.P. Morgan Real Estate Income Trust, Inc."
filed_at: "2023-11-16T23:59:59+00:00"
generated_at: "2026-06-08T01:32:18.977282+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# J.P. Morgan REIT designates Class X and Y shares; authorized common increased to 5.4B

## Summary
- Created 500M Class X and 600M Class Y shares; authorized common shares increased to 5.4 billion.
- Management fee set at 0.75% of NAV for Class X and Y shares under amended advisory agreement.
- Partnership agreement amended: 10% performance fee on Class X/Y returns with 7% hurdle and 50% catch-up.
- Second A&R Distribution Reinvestment Plan and Share Repurchase Plan updated to include new classes.
- Amendments approved by sole Class S stockholder via written consent on Nov 10, 2023.

## SEC filing metadata
- accession: 0000950170-23-064432
- form_type: 8-K
- cik: 0001893262
- company_name: J.P. Morgan Real Estate Income Trust, Inc.
- filed_at: 2023-11-16T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 5.03, 5.07, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1893262/000095017023064432/0000950170-23-064432-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1893262/000095017023064432/ck0001893262-20231110.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-23-064432
- JSON: https://secwatch.observer/filing/0000950170-23-064432.json
- Plain text: https://secwatch.observer/filing/0000950170-23-064432.txt

## Key facts
- Governance Changes
  J.P. Morgan Real Estate Income Trust, Inc.: The Company filed Articles of Amendment to increase authorized capital stock to 5,500,000,000 shares and common stock to 5,400,000,000 shares; filed Articles Supplementary to designate 500,000,000 Class X Shares and 600,000,000 Class Y Shares; and filed Second Articles of Amendment to amend definiti (effective 2023-11-13).
  - Change: charter amendment
  - Effective: 2023-11-13
  source text: Item 5.03. Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. On November 13, 2023, the Company filed Articles of Amendment (the “Articles of Amendment”) to its Articles of Amendment and Restatement, dated June 2, 2022 (the “Charter”) with the Maryland State Department of Assessments and Taxation (“SDAT”) to increase the number of shares of capital stock that the Company has authority to issue to 5,500,000,000 and the number of shares of common stock, par value $0.01 per share, that the Company has authority to issue to 5,400,000,000. Immediately following the filing of the Articles of Amendment, the Company filed with the SDAT Articles Supplementary (the “Articles Supplementary”) to the Charter, pursuant to which the Company classified and designated 500,000,000 authorized but unissued Class X Shares and 600,000,000 authorized but unissued Class Y Shares. Immediately following the filing of the Articles Supplementary, the Company filed with the SDAT Second Artic
  evidence_url: https://www.sec.gov/Archives/edgar/data/1893262/000095017023064432/0000950170-23-064432-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.