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KBS Capital Markets Group, LLC

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KBS Capital Markets Group, LLC

Founded in 1992, KBS has become one of the nation’s preeminent buyers of commercial real estate. KBS has invested and managed approximately $28 billion (163.3 million square feet) in 1,665 assets¹ nationwide on behalf of large institutions, such as public and private pension plans, endowments, foundations and sovereign wealth funds, as well as seven public non-traded real estate investment trusts (REITs). KBS is also the manager of the U.S. real estate assets of Prime US REIT, an approximately $1.4 billion publicly traded real estate fund on the Singapore SGX exchange. KBS’ senior management team is comprised of real estate professionals with extensive, hands-on experience in office, industrial, multifamily and mixed-use assets.

KBS Capital Advisors was formed in 2006 as the exclusive advisor for KBS’ publicly registered non-traded REITs, which are designed to give individual investors the ability to invest in a similar type of real estate as KBS pension fund and institutional clients. KBS Capital Markets Group LLC, as distributor, has helped financial advisors and their clients access KBS’ diverse alternative investment strategies targeting both growth and income.

¹ As of June 30, 2020

About Investment Manager

Founded: 1992

Founder(s):

Peter Bren

Charles J. Schreiber Jr.

Management Team:

Charles J. Schreiber:

Chief Executive Officer (KBS)

James Chiboucas:

Vice Chairman (KBS)

Rodney Richerson:

Regional President (KBS)

Marc DeLuca:

Regional President (KBS)

Mark Saukkola:

Chief Executive Officer (KBS Capital Markets Group LLC)

Jeffrey K. Waldvogel:

Chief Financial Officer (KBS Capital Advisors)

Sponsored Offering(s):

(See tables below)

REITs

KBS Growth & Income REIT, Inc.

KBS Legacy Partners Apartment REIT, Inc.

KBS Real Estate Investment Trust, Inc.

KBS Real Estate Investment Trust II, Inc.

KBS Real Estate Investment Trust III, Inc.

KBS Strategic Opportunity REIT, Inc. (now Pacific Oak Strategic Opportunity REIT, Inc.)

KBS Strategic Opportunity REIT II, Inc. (now Pacific Oak Strategic Opportunity REIT II, Inc.)

Contact Information

Corporate Headquarters
800 Newport Center Dr., Suite 700
Newport Beach, CA 92660

Phone
949-417-6500

Snapshot

AUM*
$7.9 Billion

Total Equity Raised**
$6.5 Billion

Number of Liquidity Events***
2

* Total assets for all active alternative investments at most recent quarter end, including full-cycle programs.
** During offering periods, including DRIP proceeds, for all offerings.
*** As defined by Blue Vault where total liquidity has been achieved for common stock.

Links

KBS REIT III Declares Distributions, Sells Phoenix Office Property

KBS REIT II Sells San Jose, CA Building, Announces $0.40 Liquidating Distribution

KBS Growth & Income Real Estate Investment Trust: Valuation and Portfolio Update

KBS Real Estate Investment Trust II Sells Office Building

KBS REIT II Board Approves Second Liquidating Distribution

KBS Growth & Income REIT Revises Distribution Policies

KBS REIT II Shareholders Approve Plan of Liquidation and Dissolution

KBS REIT III Board Recommends Rejection of $6.01 per Share Tender Offer

KBS Trades 1.2M SF Florham Park Office Complex for $311M

KBS Real Estate Investment Trust III Announces $11.65 NAV Per Share

KBS Announces the Transition of Certain Funds to Focus Solely on Core Assets

KBS Strategic Opportunity REIT Recommends Rejection of $7.23 Per Share Tender Offer

KBS Strategic Opportunity REIT II Terminates Advisory Agreement with KBS Capital Advisors

KBS Strategic Opportunity REIT to Acquire Reven Housing REIT

KBS REIT III Sells 12 Properties for $1.2 Billion to Singapore REIT

KBS Strategic Opportunity REIT Board Recommends Rejection of MacKenzie Tender Offer

KBS Strategic Opportunity REIT to Purchase Alpharetta, GA Office Property

KBS REIT II Advises Against Accepting $3.21 Per Share CMG Partners Offer

KBS Strategic Opportunity REIT II Board Advises Rejection of $2.75 Tender Offer

KBS REITs II and III Authorize February Distributions

KBS Strategic Opportunity REIT Board Recommends Rejection of MacKenzie Tender Offer

KBS REIT Declares Final Liquidating Distribution

KBS Strategic Opportunity REIT II Declares Cash and Stock Distributions

KBS REIT III Board Recommends Rejecting Two Third-Party Tender Offers

KBS Signs Over 30,000 Square Feet at Anchor Centre in Phoenix

KBS Legacy Partners Apartment REIT Files Articles of Dissolution

KBS Strategic Opportunity REIT Acquires City Tower in Orange, California

KBS Legacy Sells Two Multifamily Properties in Continuing Liquidation

KBS Strategic Opportunity REIT, Inc. to Nominate Three to Whitestone REIT Board

KBS Real Estate Investment Trust III Announces $11.73 NAV Per Share

KBS Strategic Opportunity REIT Announces NAV and $3.61 Special Dividend

KBS Strategic Opportunity REIT to Sell 11 Properties for $804 Million

KBS Debuts KBSDirect.com Real Estate Investment Portal

KBS Strategic Opportunity REIT Proposes Continuous Offerings and NAV REIT Conversion

KBS Legacy Partners Stockholders to Vote on Liquidation Plan

KBS Strategic Opportunity REIT to Sell 11 Properties to Singapore REIT

KBS REIT Finalizes Its Full-Cycle Liquidation in Filing

RC Acquisitions Cancels $280M Acquisition with KBS REIT II

KBS REIT II to sell Los Angeles office tower for $280M

Cashing Out: KBS Looking to Liquidate Post-Recession Apartment REIT

KBS Legacy Partners Apartment REIT Announces Plans to Liquidate

KBS Growth & Income REIT to Buy Chicago Office Building

KBS REIT II Recommends Rejection of Tender Offer

KBS Legacy Partners Apartment REIT Declares $1.00 Per Share Special Distribution

KBS REIT Approves Estimated Value Per Share of $2.475 Amidst Liquidation

KBS Legacy Partners Apartment REIT Agrees to Lower Sales Price for Wesley Village

KBS Strategic Opportunity REIT Acquires Two Office Buildings in Georgia

KBS Legacy Partners Apartment REIT Sells 301-Unit Apartment Complex in Charlotte, N.C.

Cole and KBS Vets Join DFPG

KBS REIT Shareholders Approve Plan of Liquidation

KBS Legacy Partners Hires HFF to Market 11-Property Multifamily Portfolio

KBS Eyes Raising $105Mln for Private REIT

Press Releases

KBS Signs Nearly 50,000-Square-Feet in New Leases at Historic Class A Office Building in Salt Lake City, Utah

KBS REIT III Announces $11.65 Net Asset Value Per Share

KBS Growth & Income REIT Announces NAV of $8.43 Per Share

KBS REIT II Shareholders to Vote on Liquidation and Dissolution

KBS REIT II Explains to Shareholders the Decrease in NAV

Nontraded REITs

Product Name

Effective Date

Close Date

Asset Type

LifeStage

Capital Raised

Total Assets

Investments

As of Date

Liquidity

REIT Name
KBS Growth & Income REIT, Inc.

Effective Date
4/28/16

Closed Date
6/30/17

Asset Type
Office

LifeStage
Maturing

Capital Raised
$6.3M

Properties
$153.2M

Investments
4

As of Date
3/31/20

Liquidity
SRP/Tender

REIT Name
KBS Real Estate Investment Trust III, Inc.

Effective Date
10/26/10

Closed Date
7/28/15

Asset Type
Office

LifeStage
Maturing

Capital Raised
$1,799.9M

Properties
$2,621.5M

Investments
21

As of Date
3/31/20

Liquidity
Suspended

REIT Name
KBS Legacy Partners Apartment REIT, Inc.

Effective Date
3/12/10

Closed Date
3/31/14

Asset Type
Multifamily

LifeStage
Full-Cycle

Capital Raised
$200.2M

Properties
$94.7M

Investments
Not applicable

As of Date
Not applicable

Liquidity
Full-cycle (12/20/18)

To view more details about this offering, including the total return, please click here. (subscribers only)

REIT Name
KBS Real Estate Investment Trust II, Inc.

Effective Date
4/22/08

Closed Date
12/31/10

Asset Type
Diversified

LifeStage
Liquidating

Capital Raised
$1,887.1M

Properties
$897.0M

Investments
508

As of Date
3/31/20

Liquidity
SRP/Tender

The company’s stockholders approved a plan of liquidation on April 3, 2020.

REIT Name
KBS Real Estate Investment Trust, Inc.

Effective Date
1/13/06

Closed Date
5/30/08

Asset Type
Diversified

LifeStage
Full-cycle

Capital Raised
$1,734.7M

Properties
$1,742.2M

Investments
Not applicable

As of Date
Not applicable

Liquidity
Full-cycle (12/14/17)

To view more details about this offering, including the total return, please click here. (subscribers only)

For Financial Professional Use Only. Not for Retail Clients.

Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.

In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.

SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.

Suspended: The investment program has suspended its share repurchase or tender program.

None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.

Equity capital raised during offering periods, including DRIP proceeds.

Total Asset figures are from the last quarter reported for active programs and are the average total assets for full-cycle programs over their respective lives.