Disclaimer

About BentallGreenOak

BentallGreenOak is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BentallGreenOak serves the interests of more than 750 institutional clients with approximately $82 billion USD of assets under management (as of March 31, 2024) and expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BentallGreenOak has offices in 27 cities across 13 countries with deep, local knowledge, experience, and extensive networks in the regions where we invest in and manage real estate assets on behalf of our clients in primary, secondary and co-investment markets. BentallGreenOak is a part of SLC Management, which is the alternatives asset management business of Sun Life.

The assets under management shown above includes real estate equity and mortgage investments managed by the BentallGreenOak group of companies and their affiliates, and as of 1Q21, includes certain uncalled capital commitments for discretionary capital until they are legally expired and excludes certain uncalled capital commitments where the investor has complete discretion over investment.

Effective July 1, 2019, GreenOak Real Estate merged with Bentall Kennedy real estate investment management platform and now operates as BentallGreenOak through various legal entities on a global basis. Accordingly, with respect to historical information prior to July 1, 2019, including but not limited to performance data, AUM, location, years of experience and industry recognition, such information is presented herein with respect to the businesses previously operated by each of GreenOak and Bentall Kennedy respectively.

Disclaimer & Terms of Use

The contents of the BentallGreenOak (referenced on this website as "BGO" or "we" or "us") web site are provided for informational purposes only. "BGO" includes BGO Industrial Real Estate Income Trust, Inc., BentallGreenOak (Canada) Limited Partnership and BentallGreenOak (U.S.) Limited Partnership and their respective worldwide affiliates. All information is provided "as is" without any warranties of any kind and BGO makes no representation and disclaims all express and implied warranties and conditions of any kind including without limitation, representations, warranties or conditions regarding accuracy, timeliness, completeness, non-infringement, merchantability or fitness for any particular purpose.

BGO makes no representations about any other web site, which may be accessed through this one. Each such web site is independent from BGO and BGO does not warrant the accuracy, timeliness, completeness, non-infringement, merchantability or fitness for any particular purpose of the information contained on such sites.

In addition, links contained in this web site to other web sites do not mean that BGO endorses or accepts responsibility for the content or the use of such linked web sites.

In no event shall BGO or its officers, directors, employees or agents be liable to you or any third party for any special, incidental, indirect, consequential or punitive damages of any kind or any damages whatsoever including but not limited to, loss of use, data, or profits, whether or not BGO is advised of the possibility of damage in connection with, caused by, or arising from the use of this web site or any other web site linked to this web site, or from any delays, inaccuracies, errors, omissions in or infringement by, or from any use of or reliance on the information available on this web site.

Regulatory Affiliates

Our various global investment management businesses, including our investment funds, are registered with the relevant regulatory bodies in each jurisdiction as required. Our portfolio management firms are registered where required by local law, including SEC registration where required.

BentallGreenOak (Canada) Limited Partnership is registered as a real estate brokerage in British Columbia, Saskatchewan, Alberta and Ontario, and as a real estate agency in Quebec. BGO Capital (Canada) Inc. is a subsidiary of BentallGreenOak (Canada) Limited Partnership and is registered throughout Canada as a portfolio manager and exempt market dealer, and is registered in British Columbia, Ontario, and Quebec as an investment fund manager.

No Offer or Advice

The information contained on this website is not intended to and does not constitute an offer, solicitation, inducement, invitation or commitment to purchase, subscribe to, provide or sell any securities, service or product or to provide any recommendations on which visitors to this website should rely for financial, securities, investment or other advice or to take any decision based on such information. Visitors to this website are encouraged to seek individual advice from their legal, financial, personal and other advisors before making any investment or financial decision or purchasing any financial, securities or investment related service or product. Any decision to invest in an investment strategy should be made only after reviewing such strategy’s offering documents in their entirety and after carefully considering the investment objectives, risks, potential conflicts of interest, fees, and conducting such investigations the investor deems necessary like consulting the investor’s own legal, accounting and tax advisers in order to make an independent determination of the suitability and consequences of an investment in a strategy.

This information is not intended to render any investment advice or recommendations. Your decision as to an investment must be made by you in consultation with your own advisors. BGO and its affiliates receive fees for managing investments, and therefore cannot provide impartial investment advice or otherwise act as your fiduciary in connection with your investment decision.

Accuracy of Information

Although BGO has taken reasonable care that the information contained on this website or delivered to you by e-mail, if any, is accurate at the time of publication, such information is provided "as is" for only informational purposes as of the date of publication, and no representation or warranty (including liability towards third parties), expressed or implied, is made (or accepted) as to its accuracy or completeness or fitness for any purpose by BGO or its affiliates. Under no circumstances will BGO or its affiliates be liable for any direct, indirect, incidental, special or consequential loss or damage caused by reliance on this information or for the risks inherent in the financial markets. Information regarding the past performance of an investment is not necessarily indicative of the future performance of that or any other investment. The value of investments may fall as well as rise.

Forward-Looking Statements

This website includes statements that are, or may be deemed to be, "forward looking statements". These forward looking statements can be identified by the use of forward looking terminology, including the terms "believes", "estimates", "anticipates", "expects", "intends", "may", "will" or "should" or, in each case, their negative or other variations or comparable terminology. These forward looking statements include all matters that are not historical facts. They appear in a number of places throughout this website and include statements regarding the intentions, beliefs or current expectations of BGO concerning, among other things, the investment performance, results of operations, financial condition, liquidity and prospects of BGO. By their nature, forward looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future. Forward looking statements are not guarantees of future performance. BGO's actual investment performance, results of operations, financial condition and liquidity may differ materially from the impression created by the forward looking statements contained on this website. In addition, even if the investment performance, results of operations, financial condition and liquidity of BGO are consistent with the forward looking statements contained in this website, those results or developments may not be indicative of results or developments in subsequent periods. BGO does not undertake to update any of these forward-looking statements.

Limitations of Liability

To the maximum extent permitted by applicable law and regulatory requirements, BGO specifically disclaims any liability for errors, inaccuracies or omissions on this website and for any loss (whether direct or indirect) or damage resulting from its use, whether caused by negligence or otherwise. Visitors who choose to access this website do so on their own initiative and agree to assume responsibility for determining whether any legal or regulatory considerations limit their access to or use of information contained on this website. Visitors are responsible for compliance with all local laws and regulations.

Ownership

Unless otherwise expressly noted, all content included on this website, including, without limitation, images, logos, articles and other materials, are protected by copyrights, and/or other intellectual property owned, controlled or licensed by BGO or its affiliates. All trademarks and logos displayed on this website are the property of their respective owners, who may or may not be affiliated with BGO. Visitors are responsible for complying with all applicable copyright, trademark and other applicable laws. We allow visitors to make copies of this website as necessary incidental acts during their viewing of the website. Visitors can print, for their personal use, as much of the website as is reasonable for private purposes. All other use is strictly prohibited.

Linked Websites

Visitors cannot link our website to another website without our express permission. We do not permit others to frame this website or any portion thereof. We are not responsible for the security, content, or privacy policies of any other website, including any website through which visitors may have gained access to our website, or to which visitors may gain access from our website. We do not accept any liability in connection with any such websites or links. Where we provide a link to a third party's website, we do so because we believe in good faith that such website contains or may contain material which is relevant to that on our website. The link does not signify that we have reviewed or approved the contents of the third party's website. We have no control over the contents of third party websites, and accept no responsibility for them or from any loss or damage that may arise from your use of them.

Selling Restrictions

Access to the information contained on this website may be restricted by laws and regulations applicable to the user. The information on this website does not constitute either an offer to sell or a solicitation or an offer to purchase securities or investment products in any jurisdiction in which this type of offer or solicitation is unlawful, or in which a person making such an offer or solicitation does not hold the necessary authorization to do so, or at all. Accordingly, persons accessing the information on this website are themselves responsible for ascertaining the legal requirements which would affect their acquisition or sale of any securities or investment.

Governing Law

The terms and conditions of this legal notice shall be governed by and construed in accordance with the laws of the Province of Ontario, Canada. Visitors agree that any dispute or action at law or in equity arising out of or relating to these terms or any visitor's use of this website shall be commenced only in the courts of the Province of Ontario, Canada, and visitors hereby consent and submit to the personal jurisdiction of such courts for the purposes of any such dispute or action.

Since this website may be accessed by users in countries outside of the United States or Canada, we make no warranties that materials on this website are appropriate or available for use in your country of origin. If it is illegal or prohibited in your country of origin to access or use this website, then you must not access this site. If you choose to access this site outside the United States or Canada, BGO is not responsible for compliance with any local laws or regulations.

Access and Variation

BGO reserves the right to disable or restrict any user's access if in its opinion such user has failed to comply with any of the terms of this Legal Notice or for any other reason. BGO also reserves the right to vary the terms of this Legal Notice from time to time by amending this page, and users should check it from time to time to note any changes made.

Equal Opportunity

BGO is an equal opportunities employer and welcomes applications from all qualified persons regardless of race, sex, color, age, disability, genetic information, religious affiliation, genetic information, marital status, sexual orientation, gender identity/reassignment or expression, citizenship, pregnancy or maternity, veteran status, national origin, age or any other basis.

BentallGreenOak KK/ベントール・グリーンオーク株式会社

Solicitation Policy/金融商品の販売等に関する勧誘方針
Principles for Customer-Oriented Business Conduct/お客様本位の業務運営に関する方針
Basic Policy on Anti-Social Force/反社会的勢力に対する基本方針

Disclaimers/References/Legal

This sales and advertising literature is neither an offer to sell nor a solicitation of an offer to buy securities. An offering is made only by the prospectus. This literature must be read in conjunction with the prospectus in order to fully understand all of the implications and risks of the offering of securities to which the prospectus relates. A copy of the prospectus must be made available to you in connection with any offering. No offering is made except by a prospectus filed with the Department of Law of the State of New York. Neither the Securities and Exchange Commission, the Attorney General of the State of New York nor any other state securities regulator has approved or disapproved of our common stock, determined if the prospectus is truthful or complete or passed on or endorsed the merits of the offering. Any representation to the contrary is a criminal offense.

Past performance does not guarantee future results. Financial data is estimated and unaudited. The words “we,” “us,” and “our” refer to IREIT by BGO, together with its consolidated subsidiaries, including BGO REIT Operating Partnership LP, unless the context requires otherwise.

Opinions expressed reflect the current opinions of IREIT by BGO as of the date appearing in the materials only and are based on IREIT by BGO’s opinions of the current market environment, which is subject to change. Stockholders, financial professionals and prospective investors should not rely solely upon the information presented when making an investment decision and should review the most recent prospectus, as supplemented, available at www.bgoireit.com. Certain information contained in the materials discusses general market activity, industry or sector trends, or other broad-based economic, market or political conditions and should not be construed as research or investment advice.

An investment in shares of common stock of BGO Industrial Real Estate Income Trust, Inc. (“IREIT”) involves a high degree of risk. These securities should only be purchased if you can afford to lose your complete investment. Please read the prospectus for a description of the material risks associated with an investment in IREIT by BGO. These risks include, but are not limited to, the following:

  • We have no operating history and there is no assurance that we will be able to successfully achieve our investment objectives.
  • This is a “blind pool” offering. Other than the Seed Joint Venture (as defined in the prospectus), you will not have the opportunity to evaluate our future investments before we make them.
  • Since there is no public trading market for shares of our common stock, repurchase of shares by us will likely be the only way to dispose of your shares.
  • Our share repurchase plan will provide stockholders with the opportunity to request that we repurchase their shares on a monthly basis, but we are not obligated to repurchase any shares and may choose to repurchase only some, or even none, of the shares that have been requested to be repurchased in any month. In addition, repurchases will be subject to available liquidity and other significant restrictions. Further, our board of directors may make exceptions to, modify or suspend for any period of time or indefinitely our share repurchase plan if in its reasonable judgment it deems such action to be in our best interest and the best interest of our stockholders, such as when repurchase requests would place an undue burden on our liquidity, adversely affect our operations or risk having an adverse impact on us that would outweigh the benefit of repurchasing our shares. Upon suspension of our share repurchase plan, our share repurchase plan requires our board of directors to consider at least quarterly whether the continued suspension of the plan is in the best interest of the Company and its stockholders; however, we are not required to authorize the recommencement of the share repurchase plan within any specified period of time. Our board of directors cannot terminate our share repurchase plan absent a liquidity event which results in our stockholders receiving cash or securities listed on a national securities exchange or where otherwise required by law. As a result, our shares should be considered as having only limited liquidity and at times may be illiquid.
  • We are a perpetual-life REIT. While we may consider a liquidity event at any time in the future, we are not obligated by our charter or otherwise to effect a liquidity event at any time.
  • We cannot guarantee that we will make distributions, and if we do we may fund such distributions from sources other than cash flow from operations, including, without limitation, the sale of or repayments under our assets, borrowings, return of capital and offering proceeds, and we have no limits on the amounts we may pay from such sources.
  • The purchase price and repurchase price for shares of our common stock will generally be based on our prior month’s NAV (subject to material changes as described above) and are not based on any public trading market. While there will be independent annual appraisals of our properties, the appraisal of properties is inherently subjective, and our NAV may not accurately reflect the actual price at which our properties could be liquidated on any given day.
  • We have no employees and are dependent on the Adviser to conduct our operations. The Adviser will face conflicts of interest as a result of, among other things, the allocation of investment opportunities among us and Other BGO Accounts (as defined in the prospectus), the allocation of time of its investment professionals and the substantial fees that we will pay to the Adviser.
    This is a “best efforts” offering. If we are not able to raise a substantial amount of capital in the near term, our ability to achieve our investment objectives could be adversely affected.
  • On acquiring shares, you will experience immediate dilution in the net tangible book value of your investment.
    There are limits on the ownership and transferability of our shares. See “Description of Capital Stock—Restrictions on Ownership and Transfer” in the prospectus.
  • If we fail to qualify to be taxed as a REIT for U.S. federal income tax purposes and no relief provisions apply, our NAV and cash available for distribution to our stockholders could materially decrease.
  • We do not own the BGO name, but we are permitted to use it as part of our corporate name pursuant to a trademark license agreement with an affiliate of BentallGreenOak. Use of the name by other parties or the termination of our trademark license agreement may harm our business.

This sales and advertising literature contains forward-looking statements about IREIT by BGO’s business, including, in particular, statements about its plans, strategies and objectives. You can generally identify forward-looking statements by the use of forward-looking terminology such as “may,” “will,” “expect,” “intend,” “anticipate,” “estimate,” “believe,” “continue” or other similar words or the negatives thereof. These statements include IREIT by BGO’s plans and objectives for future operations, including plans and objectives relating to future growth and availability of funds, and are based on current expectations that involve numerous risks and uncertainties. Assumptions relating to these statements involve judgments with respect to, among other things, future economic, competitive and market conditions and future business decisions, all of which are difficult or impossible to accurately predict and many of which are beyond IREIT by BGO’s control. Although IREIT by BGO believes the assumptions underlying the forward-looking statements, and the forward-looking statements themselves, are reasonable, any of the assumptions could be inaccurate and, therefore, there can be no assurance that these forward-looking statements will prove to be accurate and IREIT by BGO’s actual results, performance and achievements may be materially different from that expressed or implied by these forward-looking statements. In light of the significant uncertainties inherent in these forward-looking statements, the inclusion of this information should not be regarded as a representation by IREIT by BGO or any other person that its objectives and plans, which IREIT by BGO considers to be reasonable, will be achieved.

You should carefully review the “Risk Factors” section of the prospectus for a discussion of the risks and uncertainties that IREIT by BGO believes are material to its business, operating results, prospects and financial condition. Except as otherwise required by federal securities laws, IREIT by BGO does not undertake to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

Prospectus

BentallGreenOak Real Estate US LLC, Dealer Manager / Member FINRA

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