Real Estate Private Equity Marketable Securities Contact Us Marketable Securities Jupiter’s marketable securities activities are based upon a value-oriented, opportunistic approach in the pursuit of superior returns, both on an absolute and risk-adjusted basis. Our philosophy is based upon fundamental research and analysis, and our investments frequently involve out of favor industries and companies, and at times run counter to conventional wisdom. Our portfolio is typically concentrated in relatively few positions, and we invest primarily in securities of companies domiciled in the United States. Investment Categories Our marketable securities investments typically fall into one of the following categories: Value Investments in securities that we believe are underpriced relative to their intrinsic or fundamental value. We utilize a private equity approach in evaluating such opportunities, and generally seek to achieve long term capital gains. Merger Arbitrage Investments in securities of companies involved in a merger or acquisition. We typically take a position in an announced takeover candidate, and frequently employ various hedging strategies. High Yield Debt Investments in non-investment grade debt securities that offer an attractive risk-return profile, with the prospect of generating returns either through current yield and/or appreciation. © 2021 Jupiter Holdings LLC | User Agreement | Privacy Policy

Real Estate Private Equity Marketable Securities Contact Us Real Estate Jupiter’s real estate activities are focused on opportunistic investments in fee simple real estate, leaseholds, and mortgages where entitlement, development, leasing and management expertise can add value. We seek to take advantage of the inefficient nature of the real estate markets, and invest across a broad range of property types, with investments typically involving the purchase of assets at a significant discount to replacement cost, or development to a higher and better use. Our emphasis is on negotiated, non-auction transactions. Over the past decade, Jupiter, its affiliates and principals have completed more than 100 real estate investment transactions with an aggregate value exceeding $3 billion. Acquisition Criteria Transaction Size $10 - $500+ million equity investments All equity or leveraged Individual assets or portfolios / entities Property Types Office Industrial Retail Hospitality Single/Multi Family Residential Self-Storage Land (Entitled or Unentitled) Non-Performing Debt Location Major and secondary markets across the U.S. Preference for the Western U.S. Hold Period 3-10 years typically, although sometimes shorter or longer Targeted Returns 13+% IRRs with each investment evaluated independently as to risk-return characteristics Competitive Advantages Speed and certainty Close many transactions without third party debt © 2021 Jupiter Holdings LLC | User Agreement | Privacy Policy