Form D · Other Investment Fund

U.S. REAL ESTATE INCOME & GROWTH DOMESTIC, LP

New York, NY · CIK 0001165124

Offering snapshot reported May 15, 2025 · SEC filing

Reported sold
$2.5B
Indefinite offering
Investors reported
526
Form D · investor count
Minimum accepted
$10M
Reported outside-investor minimum
First sale
Dec 1, 2001
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.25B$2.5BFeb 6, 2012: $1,039,069,347.00Feb 6, 2012Feb 4, 2013: $1,141,169,347.00May 22, 2013: $1,152,869,347.00May 22, 2014: $1,527,249,347.00May 19, 2015: $1,832,425,439.00May 19, 2016: $1,960,321,531.00May 19, 2017: $2,060,366,531.00May 18, 2018: $2,207,371,531.00Mar 29, 2019: $2,298,161,531.00Mar 30, 2020: $2,315,331,531.00Mar 30, 2021: $2,373,756,531.00May 17, 2022: $2,487,979,535.00May 17, 2023: $2,500,479,535.00May 16, 2024: $2,502,479,535.00May 15, 2025: $2,502,479,535.00May 15, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 15, 2025Amendment$2,502,479,535$0vs May 16, 2024526SEC filing
May 16, 2024Amendment$2,502,479,535$2,000,000vs May 17, 2023526SEC filing
May 17, 2023Amendment$2,500,479,535$12,500,000vs May 17, 2022525SEC filing
May 17, 2022Amendment$2,487,979,535$114,223,004vs Mar 30, 2021511SEC filing
Mar 30, 2021Amendment$2,373,756,531No comparison499SEC filing
Mar 30, 2020Amendment$2,315,331,531No comparison495SEC filing
Mar 29, 2019Amendment$2,298,161,531No comparison489SEC filing
May 18, 2018Amendment$2,207,371,531No comparison486SEC filing
May 19, 2017Amendment$2,060,366,531No comparison471SEC filing
May 19, 2016Amendment$1,960,321,531No comparison459SEC filing
May 19, 2015Amendment$1,832,425,439No comparison457SEC filing
May 22, 2014Amendment$1,527,249,347No comparison451SEC filing
May 22, 2013Amendment$1,152,869,347No comparison435SEC filing
Feb 4, 2013Amendment$1,141,169,347No comparison434SEC filing
Feb 6, 2012Amendment$1,039,069,347No comparison431SEC filing
Feb 9, 2011Amendment$985,856,368$72,445,000vs Feb 10, 2010492SEC filing
Feb 10, 2010Amendment$913,411,368$0vs Mar 6, 2009487SEC filing
Mar 6, 2009Amendment$913,411,368No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
3C.7, 06b, 3C
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-42481

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
J.P. Morgan Institutional Investments Inc.102920
J.P. Morgan Securities LLC79

Source: Form D, filed May 15, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

U.S. REAL ESTATE INCOME AND GROWTH DOMESTIC, LP

Investment adviser: J.P. MORGAN INVESTMENT MANAGEMENT INC.

Gross asset value
$998M
Beneficial owners
243
ADV minimum commitment
$10M

Reported in Form ADV on Aug 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND SERVICES JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Marketer J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD 102920 · SEC 8-52182

Filing source

Form ADV 2126828 · Aug 26, 2026 · Schedule D 7.B.(1), fund 805-5135362762

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Carmen Bowser Director
Nancy E. Brown Executive
Randy A. Daniels Director
Klayre L. Ingerton Executive
N/A N/A J.P. Morgan Investment Management Inc. Promoter
N/A J.P. Morgan Investment Managment Inc. Promoter
Kathleen M. Nelson Director
Christian P. Porwoll Executive
Sara C. Stratton Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
383 Madison Avenue
New York, NY, 10017