# J.P. Morgan Real Estate Income Trust, Inc.: Form D capital raise (New York, NY)

**Vendor Spend Propensity Score (CPA / Tax / Audit):** 75/100
**Estimated post-raise budget for this service type:** $6,021,399 (heuristic)

| Field | Value |
|---|---|
| Industry | REITS and Finance (Real Estate & Construction) |
| Operating company | Yes |
| Exemption | 506(b) |
| Amount sold | $301,069,973 |
| Total offering | $600,000,000 |
| Investors so far | 115 |
| First sale | 2022-06-23 |
| Filed | 2026-10-27 (amendment) |
| Entity | Corporation, incorporated 2021 |

## Executives and related persons (as listed in the filing)
- Chad Tredway: Executive Officer, Director
- Lawrence A. Goodfield: Executive Officer
- Douglas A. Schwartz: Executive Officer
- Dave S. Esrig: Executive Officer
- Christian P. Porwoll: Executive Officer
- Yvonne D. Nelson: Director
- Justin M. Murphy: Director
- Randy A. Daniels: Director
- William L. Ramseyer: Director
- J. Scott Napier: Executive Officer

## Why this score
- Operating company: new capital typically funds hiring, facilities and vendors.
- Raised $301,069,973 so far: a large raise.
- Real Estate & Construction companies are a strong fit for CPA / Tax / Audit services.
- Incorporated in the last five years: likely still building out finance and insurance.

Source: SEC EDGAR Form D filings (U.S. Securities and Exchange Commission) (https://www.sec.gov/Archives/edgar/data/1893262/000189326226000014/). Last refreshed: 2026-11-04T09:16:10.755Z.
Informational only. SEC EDGAR Form D data is shown for business-development research; it is not investment advice and not an offer or solicitation to buy or sell any security. Not legal or financial advice.