JLL Income Property Trust, Inc.

Overview

• IndustryReal Estate Investment Trusts²
• HeadquartersLutherville-Timonium, United States²
• Incorporated inMD⁴
• Business address333 West Wacker Drive, Chicago, Il 60606⁴
• Filer categoryNon-accelerated filer⁴
• Legal formCorporation²
• Kind of organizationReal estate investment trust²
• LEI549300XETD49ZVNAAQ35²
• StatusActive²
• LEI statusIssued and current²
• Registered addressC/O UNITED AGENT GROUP INC., 21093 Lutherville-Timonium, United States²
• Registered withBusiness Services (Maryland Department of Assessments and Taxation), D10020691²

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Except where the context suggests otherwise, the terms “we,” “us,” “our” and the “Company” refer to JLL Income Property Trust, Inc. The terms “Advisor” and “LaSalle” refer to LaSalle Investment Management, Inc.⁷ From its latest annual report

Corporate structure

JLL Income Property Trust, Inc. sits at the top of its group. 221 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC. Each entity in the chart links to its source.

What it owns

What JLL Income Property Trust, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Real estate and locations

Investments

Intangibles and goodwill

Properties, in its own words

For an overview of our real estate investments, see Item 7. "Management's Discussion and Analysis of Financial Condition and Results of Operations—Portfolio."

Principal Executive Offices: Our principal executive and administrative offices are located at 333 West Wacker Drive, Chicago, IL, 60606. We consider these facilities to be suitable and adequate for the management and operations of our business.

Item 2 of the 10-K filed Mar 26, 2026.⁷

Leadership

Who has led JLL Income Property Trust, Inc., and when. Pick a name to see everywhere that person has worked.

• Chief executive officerC. Allan Swaringen Feb 2, 2012 to now¹⁸
• Chief executive officerHenry I. Feuerstein Jun 27, 2008 to Jun 27, 2008¹⁹
• Chief executive officerJames D. Bowden Jun 27, 2008 to Jun 27, 2008²⁰
• Chief executive officerLee A. Gardella Jun 27, 2006 to Mar 28, 2007²¹
• PresidentC. Allan Swaringen Feb 2, 2012 to now¹⁸
• PresidentHenry I. Feuerstein Jun 27, 2008 to Jun 27, 2008¹⁹
• PresidentJames D. Bowden Jun 27, 2008 to Jun 27, 2008²⁰
• PresidentLee A. Gardella Mar 28, 2007 to Mar 28, 2007²²
• Chief financial officerGregory A. Falk Feb 2, 2012 to now²³
• Chief financial officerSteven Lawrence Suss Apr 17, 2007 to Apr 17, 2007²⁴
• Chief financial officerRobert Aufenager Jun 27, 2006 to Apr 17, 2007²⁵

Subsidiaries and ownership

Also consolidated

• LIPT ARSENAL STREET, LLC⁶

Subsidiaries (Exhibit 21)

• Aquinas 2021 Chestnut Street, General Partner, LLC Delaware⁵
• Aquinas 2021 Chestnut Street, LP Delaware⁵
• Aquinas Holdings II, LLC Delaware⁵
• Aquinas Realty Investors II, LLC Delaware⁵
• Boulder Falls Street JV, LLC Delaware⁵
• Cinco Grand & Fry Retail LP Texas⁵
• Coppell Properties, LLC Delaware⁵
• ELPF Howell Mill LLC Delaware⁵
• ELPF Kendall LLC Delaware⁵
• ELPF Lafayette LLC Delaware⁵
• ELPF Lafayette Member LLC Delaware⁵
• ELPF Lafayette Subsidiary, Inc. Delaware⁵
• ELPF Norfleet LLC Delaware⁵
• Holding Lafayette LLC Delaware⁵
• Holding San Marcos LLC Delaware⁵
• JLL Exchange TRS, LLC Delaware⁵
• JLLIPT Holdings GP, LLC Delaware⁵
• JLLIPT Holdings LP Delaware⁵
• JLLX Ardenwood I, LLC Delaware⁵
• JLLX Ardenwood II, LLC Delaware⁵
• JLLX Ardenwood Master Tenant, LLC Delaware⁵
• JLLX Chandler Distribution Center Master Tenant, LLC Delaware⁵
• JLLX Chandler Distribution Center, DST Delaware⁵
• JLLX Diversified 10 Master Tenant, LLC Delaware⁵

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record. The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Former names

• Jones Lang LaSalle Income Property Trust, Inc.Nov 14, 2011 to Oct 3, 2022⁴
• EXCELSIOR LASALLE PROPERTY FUND INCJan 10, 2005 to Nov 4, 2011⁴

Timeline

1. Oct 13, 20268-K Regulation FD disclosure⁴⁸
2. Oct 8, 20268-K Regulation FD disclosure⁴⁹
3. Oct 1, 20268-K Regulation FD disclosure⁵⁰
4. Sep 15, 20268-K Regulation FD disclosure⁵¹
5. Sep 4, 20268-K Regulation FD disclosure⁵²
6. Aug 28, 20268-K Regulation FD disclosure⁵³
7. Aug 19, 20268-K Regulation FD disclosure⁵⁴
8. Aug 13, 20268-K Regulation FD disclosure⁵⁵
9. Aug 12, 20268-K Regulation FD disclosure⁵⁶
10. Aug 11, 20268-K Other events⁵⁷
11. Jul 9, 20268-K Regulation FD disclosure⁵⁸
12. Jun 15, 20268-K Shareholder vote⁵⁹
13. Feb 2, 2012New chief executive C. Allan Swaringen becomes CEO¹⁸
14. Jun 27, 2008New chief executive James D. Bowden becomes CEO²⁰
15. Jun 27, 2008New chief executive Henry I. Feuerstein becomes CEO¹⁹
16. Jun 27, 2006New chief executive Lee A. Gardella becomes CEO²¹
17. May 28, 2004Founded JLL Income Property Trust, Inc. is founded²

Filings

510 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 139 major events, 194 insider forms, 8 private raises, 149 other. The latest 20:

1. Oct 13, 20268-K EDGAR
2. Oct 8, 20268-K EDGAR
3. Oct 6, 2026D/A EDGAR
4. Oct 6, 2026D/A EDGAR
5. Oct 2, 2026424B3 EDGAR
6. Oct 2, 2026POS EX EDGAR
7. Oct 1, 20268-K EDGAR
8. Sep 25, 20264 EDGAR
9. Sep 25, 20264 EDGAR
10. Sep 25, 20264 EDGAR
11. Sep 25, 20264 EDGAR
12. Sep 25, 20264 EDGAR
13. Sep 25, 20264 EDGAR
14. Sep 15, 20268-K EDGAR
15. Sep 4, 20268-K EDGAR
16. Sep 1, 2026424B3 EDGAR
17. Aug 28, 20268-K EDGAR
18. Aug 26, 20264 EDGAR
19. Aug 26, 20264 EDGAR
20. Aug 26, 20264 EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

2 open-market trades by officers, directors and large owners since October 2021: 0 buys and 2 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Money raised

Private offerings the company reported to the SEC on Form D.

1. Oct 7, 2025Filed a private offering of equity Form D: named in the filing: Robin E. Zeigler, Lynn Thurber, C. Allan Swaringen, Tamara D. Fischer, Gordon G. Repp, Douglas A. Lindgren Form D
2. Sep 22, 2015Raised $98.2 million in a private offering of equity Form D: $350 million offered in all Form D

SEC filer profile

How JLL Income Property Trust, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARJLL Income Property Trust, Inc.¹
• CIK0001314152
• Employer ID (EIN)20-1432284⁷
• Filer statusNon-accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company⁷
• Incorporated inMaryland⁷
• Fiscal year endsDecember 31¹
• Industry code (SIC)6798 Real Estate Investment Trusts¹
• SEC reviewing officeOffice of Real Estate & Construction, Division of Corporation Finance¹
• Business address333 West Wacker Drive, Chicago, IL 60606¹
• Phone312-897-4000¹
• Shares outstanding75,951,525 Common Class A shares; 19,202,640 Common Class M shares; 2,757,830 Common Class AI shares; 96,347,074 Common Class MI shares; 0 Class D Shares shares; 743,554 Class I Shares shares; 11,133,373 Class N Shares shares; 926,478 Class S Shares shares; 0 Class Z Shares shares as of Mar 26, 2026⁷
• Public float$2.5B as of Jun 30, 2025⁷
• AuditorKPMG LLP, Chicago, Illinois PCAOB ID 185; no auditor attestation of internal control over financial reporting⁷
• On EDGAR sinceJan 10, 2005¹
• Filings1,524 in all: 4 (440), 8-K (413), 424B3 (249), POS EX (76), 10-Q (61), 3 (30), UPLOAD (27), DEF 14A (22)¹
  All 42 form types

  10-K (20), EFFECT (20), CORRESP (17), POS AM (15), SC TO-I/A (14), S-11/A (13), D/A (11), 3/A (9), ARS (9), SC TO-T/A (8), SC TO-I (7), 8-K/A (6), FWP (6), PRE 14A (6), SC 14D9 (6), SC TO-T (6), S-11 (5), DEFA14A (4), 10-12G/A (3), D (3), SC 13D/A (3), 10-K/A (2), SC 13G/A (2), 10-12G (1), 4/A (1), 5 (1), 8-A12G (1), NO ACT (1), PRER14A (1), REGDEX (1), REGDEX/A (1), SC 13D (1), SC 13G (1), SCHEDULE 13G (1)

• Latest filingsAnnual report (10-K) Mar 26, 2026
  Quarterly report (10-Q) Aug 11, 2026
  Proxy statement (DEF 14A) Apr 1, 2026
  Latest 8-K (8-K) Oct 13, 2026

Risk factors and legal proceedings

The risks JLL Income Property Trust, Inc. names in Item 1A of its 10-K filed Mar 26, 2026: 75 risks under these headings, as written.⁷

• You should consider carefully the risks and uncertainties described below and the other information in this Form 10-K, including our consolidated financial statements and the related notes included elsewhere in this Form 10-K. If any of the following risks actually occur, they may materially harm our business and our financial condition and results of operations and cause the NAV to decline.
• Risks Related to Investing in Shares of Our Common Stock
• There is no public trading market for shares of our common stock; therefore, the ability of our stockholders to dispose of their shares will likely be limited to the repurchase of shares by us, which generally will not be available during the first year after the purchase. If stockholders do sell their shares to us, they may receive less than the price paid.
• Our ability to repurchase shares may be limited, and our board of directors may modify or suspend our share repurchase plan at any time.
• We have a history of operating losses and cannot assure you that we will sustain profitability.
• The availability, timing and amount of cash distributions to you are uncertain.
• To the extent our distributions represent a return of capital for tax purposes, our stockholders could recognize an increased capital gain upon a subsequent sale of our common stock.
• Your overall return may be reduced if we pay distributions from sources other than our cash from operations.
• Your purchase price may be more or less than the actual NAV if our NAV is incorrectly calculated.
• You will not have the opportunity to evaluate future investments we will make with the proceeds raised in our offerings prior to purchasing shares of our common stock.
• Our ability to implement our investment strategy is dependent, in part, upon the ability of our Dealer Manager to successfully conduct our offerings, which makes an investment in us more speculative.
• The performance component of the advisory fee is calculated for each class of our common stock and each class of OP Units on the basis of the total return attributable to that class over a calendar year, so it may differ among classes and it may not be consistent with the return on our shares over a longer or shorter time frame.

Legal proceedings

We are involved in various claims and litigation matters arising in the ordinary course of business, some of which involve claims for damages. Many of these matters are covered by insurance, although they may nevertheless be subject to deductibles or retentions. Although the ultimate liability for these matters cannot be determined, based upon information currently available, we believe the ultimate resolution of such claims and litigation will not have a material adverse effect on our financial position, results of operations or liquidity.

The opening of Item 3, Legal Proceedings.⁷