KBS GROWTH & INCOME REIT
Direct Access to Institutional Real Estate with No Upfront Fees or Commissions
KEY DEAL POINTS
Maximum Offering: $1,000,000,000 of Common Stock
Targeted Portfolio Profile: Core-Plus Institutional Quality Commercial Real Estate
Investor Profile: Accredited Investors
Fees / Commissions No Upfront Fees or Commissions Paid by Investors
Current Dividend Yield: 6.0% Annualized (Distributed Monthly)
Share Price: $9.20
Minimum Investment: $25,000
ALIGNED INTERESTS

The Advisor will not receive any of its net cash flow based-incentive fee* until the Company's stockholders together as a collective group have received aggregate distributions sufficient to provide the following:

  • 100% return of their gross investment.
  • A 6% per year cumulative, non-compounded return on such gross investment amount. In other words, the Advisor doesn't receive additional funds until the Company's stockholders receive additional funds.

* For more information on the incentive fee, see the Private Placement Memorandum

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FUND PROPERTIES
greenhouse E 129
THE OFFICES AT GREENHOUSE
Houston, TX
Commonwealth-Bldg-JoshPartee-1320
COMMONWEALTH
Portland, OR
317-DJI_0980-KBS-213-w-institute-pl-chicago-06-28-18-millermillerphotography
213 WEST INSTITUTE
Chicago, IL
Von Karman Tech
VON KARMAN TECH CENTER
Irvine, CA

OFFICE MARKET CONTINUES TO SHOW MOMENTUM1

U.S. commercial office prices have continued to show sustained investment sales growth according to December 2018 data from Real Capital Analytics. CBD office properties are experiencing a positive bump in growth and continue to be a top choice for institutional investors2. Limited new construction and constrained supply in many markets has helped to spur price growth.

RCA COMMERCIAL PROPERTY PRICE INDEX (RCA CPPI)3

RCA CPPI Graph

OFFICE TOP CHOICE FOR INSTITUTIONAL INVESTORS

When it comes to investing in office properties, KBS is in good company. An annual surveyof institutional investors and fund managers of total real estate assets under management revealed that office property continues to attract institutional investment dollars.

OFFICE- TOP CHOICE_PREA[1]

INVESTING FOR GROWTH AND INCOME5

Some real estate assets have predictable cash flows but offer the opportunity for value enhancement. For example, a property may be mostly leased with favorable terms to high-quality tenants, but it might also benefit from some moderate upgrades or moderate renovations. These types of real estate assets can provide an opportunity to achieve more significant capital appreciation by increasing occupancy, negotiating new leases with higher rental rates and/or executing enhancement projects. Through this value-creating process, the property can be converted to a "core real estate asset." Characteristics of properties with value-creating opportunities include the following:
EnhanceMngmt
ENHANCE MANAGEMENT
ModRenos
MODERATE RENOVATIONS
RentInc
OPPORTUNITY TO INCREASE RENT AND/OR OCCUPANCY
CashFlow
PREDICTABLE CASH FLOW
NATIONAL FOCUS

KBS is a regionally aligned organization with a national scope. This structure provides operating efficiencies and local market knowledge that helps KBS to secure the very best properties for it's investors. Highlights of this structure include the following:  

    • Two regional presidents whose compensation is tied directly to the performance of their regions.
 
    • Local acquisition officers and asset managers, each knowledgeable in their respective markets
 
  • KBS professionals who know the dealmakers in their markets. These established relationships often allow KBS first choice in premier assets.

GandIFundMap2
GROWTH & INCOME FAQs

KBS Growth & Income REIT is a public-reporting company that has elected to qualify as a real estate investment trust for tax purposes. It intends to acquire and manage a diverse portfolio of premium commercial real estate properties across the U.S. Its portfolio currently features four institutional-quality office buildings.

KBS Growth & Income REIT has no paid employees and its external advisor, KBS Capital Advisors, LLC conducts its operations and manages its portfolio of real estate investments. KBS Capital Advisors will not receive any of its net cash flow-based incentive fee until KBS Growth & Income REIT's stockholders as a collective group have received aggregate distributions sufficient to provide 100% of their gross investment amount, and a 6% per year cumulative non-compounded return on their gross investment amount. Further, KBS Capital Advisors has agreed to pay any organization and offering expenses in connection with KBS Growth & Income REIT's offering so no upfront fees are charged to investors. In addition to the incentive fee, KBS Capital Advisors receives other fees in connection with its role as the company's advisor.

For more details on the fees payable, please read the Private Placement Memorandum.

Please note, investing in KBS Growth & Income REIT involves risk and we can provide no guarantees on whether the company will meet its investment objectives and return objectives related to an investment in the company.

KBS Growth & Income REIT currently owns four properties. 213 West Institute, Chicago, IL
  • Type: Class B. This building is a fully renovated, vintage, brick and timber office building surrounded by amenities.
The Offices at Greenhouse, Houston, TX
  • Type: Class A. This building is a newly constructed, five-story office building in Houston's Energy Corridor employment center with a variety of amenities.
Commonwealth, Portland, OR
  • Type: Class A. This building is a "glass box", mid-century design tower in downtown Portland's "Technology Triangle".
Von Karman Tech Center, Irvine, CA
  • Type: Class B. This building is a multi-tenant, creative workspace office building with established tenants

Historically, investing in non-traded REIT such as KBS Growth & Income REIT involved the payment of upfront fees and expenses ---also known as "load" --- by an investor. In some offerings, this "load" was up to 15% of the total investment and reduced the amount of proceeds the company could use to invest in real estate.

KBS Growth & Income REIT does not charge upfront offering fees to investors and further, KBS Capital Advisors has agreed to pay any offerings expenses on behalf of the company, which means that 100% of investor's capital is available to invest in real estate.*

*Investing in KBS Growth & Income REIT includes substantial risks. These risks include, but are not limited to: the possibility of losing your entire investment; no guarantees regarding performance, including the payment of distributions; upon sale or distribution of assets you pay receive less than your initial investment; fluctuation of the value of the assets owned by KBS Growth & Income REIT; lack of public market for shares of KBS Growth & Income REIT; limited liquidity; limited transferability; reliance on KBS Capital Advisors LLC, REIT's advisor, to select, manage and dispose of assets; payment of fees to KBS Capital Advisors; and various economic factors that may include changes in interest rates, laws, operating expenses, insurance costs and tenant turnover. Shares of KBS Growth & Income REIT are not suitable for all investors. Investors should read and consider the private placement memorandum carefully, including risk factors therin, before investing.

Accredited investors and their advisors.

Accredited investors are individuals or entities that have demonstrated financial means or knowledge to take risks in unregistered securities. For individuals, the threshold is $1,000,000 net worth or annual income of $200,000 ($300,000 jointly) for the last two years and an expectation to maintain that income through the current year. Additional information regarding accredited investors is available here.

$25,000; investors may elect to invest above the minimum.

Over the last 25 years, KBS has developed an "active asset management philosphy" that guides its experienced teams on acquiring and underwriting quality commercial properties in historically high-job growth U.S. markets with stable tenants. In some cases, KBS undertakes moderate renovations to improve a property's value.

KBS invests in office building properties nationwide. Many of these properties are based in high-demand geographies with historically high job growth, and feature live/work/play amenities on site.

Though it operates nationwide, KBS is regionally aligned organization. This has provided a competitive advantage by allowing teams to hone local market knowledge that has helped KBS secure quality properties.

1There is no guarantee that the Company will be able to provide long-term growth and stable income to its stockholders.

2Institutional-quality real estate investments are properties that merit the attention of institutional investors because of the quality of their design and construction and the stability of their tenant base. These properties are generally owned by institutional investors.

3Real Capital Analytics, RCA Insights, December 20, 2018, www.rcanalytics.com

4Pension and Real Estate Association 2019 Investor Intentions Survey, www.prea.org

5There is no guarantee that the Company will be able to provide long-term growth and stable income to its stockholders.

KBS Holdings LLC intends to sponsor an offering pursuant to Regulation A under the Securities Act of 1933, as amended. No money or other consideration is being solicited at this time with respect to such offering, and if sent in response to these materials for such an offering, it will not be accepted. No offer to buy securities can be accepted and no part of the purchase price can be received for an offering under Regulation A until an offering statment is qualified by the U.S. Securities and Exchange Commission, and any such offer may be withdrawn or revoked, without obligation or comitment of any kind, at any time before notice of its acceptance given after the qualification date. An indication of interest made by a prospective investor in a Regulation A offering is non-binding and involves no obligation or commitment of any kind. There are no guarantees regarding future performance. See Risk Factors. Securities offered through North Capital Private Securities (NCPS). Investment risk - liquidity, risk of loss; not tax, investment, accounting advice; past performance not indicative of future results; consult with a professional (attourney, advisor, accountant); conduct your own research and due diligence; forward looking statements; information believed to be correct but don't rely upon it / no warranty; not an offer to sell securities; information may not be complete; investments not suitable for all investors; not a recommendation; platforms are not brokers; member FINRA and SIPC.