LMP Real Estate Income Fund Inc. Announces Board Approval of Proposed Open-Ending
23 Oktober 2015 - 2:00PM
Business Wire
LMP Real Estate Income Fund Inc. (NYSE:RIT) (the “Fund”) today
announced that the Fund’s Board of Directors approved the
conversion of the Fund from a closed-end fund to an open-end fund
through a merger with and into ClearBridge Real Estate
Opportunities Fund (“CRO”), a series of Legg Mason Funds Trust (“LM
Trust”) (the “Merger”). LM Trust is newly organized and expects to
register as an open-end management investment company under the
Investment Company Act of 1940, as amended (the “1940 Act”). The
Merger will require the approval of the Fund’s stockholders. If
approved by stockholders of the Fund, the Merger is anticipated to
occur during the second quarter of 2016. If the Merger is
consummated, stockholders of the Fund will become holders of Class
O shares of CRO and will have the ability to redeem their shares at
net asset value, subject to certain conditions including the
imposition of a redemption fee of 1% for one year after the
Merger.
The Fund and CRO have different investment objectives, but
similar investment policies and strategies. The Fund’s primary
investment objective is high current income with capital
appreciation as a secondary investment objective. CRO’s primary
investment objective is total return. CRO is expected to invest in
a broader universe of real estate and real estate-related
companies.
As previously announced, Bulldog Investors, LLC (“Bulldog”) and
the Fund have entered into a Settlement Agreement following a
protracted proxy contest pursuant to which Bulldog has agreed to
vote in favor of (i) the Merger, (ii) any routine management
proposal, including a proposal relating to the election of
directors or selection of auditors and (iii) the Board of
Director’s recommendation on any proposal submitted by a
stockholder.
In connection with the Merger, the Fund and LM Trust intend to
file a proxy statement/prospectus on Form N-14 with the Securities
and Exchange Commission (“SEC”). Investors are advised to read the
proxy statement/prospectus statement when it becomes available
because it will contain important information. When filed with the
SEC, the proxy statement/prospectus and other documents filed will
be available free of charge at the SEC’s website,
http://www.sec.gov. Stockholders can also obtain copies of these
documents, when available, for free by calling the Fund at
1-888-777-0102.
LMP Real Estate Income Fund Inc. is a non-diversified,
closed-end management investment company registered under the 1940
Act. The Fund’s primary investment objective is high current income
and the Fund’s secondary objective is capital appreciation. Legg
Mason Partners Fund Advisor, LLC (“LMPFA”) is the Fund’s investment
manager and ClearBridge Investments, LLC (“ClearBridge”) is the
Fund’s subadviser. LMPFA and ClearBridge are wholly-owned
subsidiaries of Legg Mason, Inc. (“Legg Mason”). Additional
information regarding the matters addressed in the press release
may be announced subsequently via press release, which can be
accessed at www.lmcef.com. Hard copies of the Fund’s complete
audited financial statements are available free of charge upon
request.
The Fund, its directors and executive officers and the Fund’s
investment adviser, members of its management and employees may be
deemed to be participants in the Fund’s solicitation of proxies
from its stockholders in connection with the proposed merger.
Information concerning the interests of the participants in the
solicitation will be set forth in the Fund’s proxy statement and
stockholder reports on Form N-CSR, to be filed with the SEC.
THIS PRESS RELEASE IS NOT AN OFFER TO PURCHASE NOR A
SOLICITATION OF AN OFFER TO SELL SHARES OF THE FUND OR LM TRUST.
THIS PRESS RELEASE MAY CONTAIN STATEMENTS REGARDING PLANS AND
EXPECTATIONS FOR THE FUTURE THAT CONSTITUTE FORWARD-LOOKING
STATEMENTS WITHIN THE PRIVATE SECURITIES LITIGATION REFORM ACT OF
1995. ALL STATEMENTS OTHER THAN STATEMENTS OF HISTORICAL FACT ARE
FORWARD-LOOKING AND CAN BE IDENTIFIED BY THE USE OF WORDS SUCH AS
“MAY,” “WILL,” “EXPECT,” “ANTICIPATE,” “ESTIMATE,” “BELIEVE,”
“CONTINUE” OR OTHER SIMILAR WORDS. SUCH FORWARD-LOOKING STATEMENTS
ARE BASED ON THE CURRENT PLANS AND EXPECTATIONS OF THE FUND AND LM
TRUST, AND ARE SUBJECT TO RISKS AND UNCERTAINTIES THAT COULD CAUSE
ACTUAL RESULTS TO DIFFER MATERIALLY FROM THOSE DESCRIBED IN THE
FORWARD-LOOKING STATEMENTS. ADDITIONAL INFORMATION CONCERNING SUCH
RISKS AND UNCERTAINTIES ARE OR WILL BE CONTAINED IN THE FUND’S AND
LM TRUST’S FILINGS WITH THE SECURITIES AND EXCHANGE COMMISSION.
For more information, please call 1-888-777-0102 or consult the
Fund’s web site at www.lmcef.com.
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version on businesswire.com: http://www.businesswire.com/news/home/20151023005097/en/
Media:For LMP Real Estate Income Fund Inc.Maria Rosati,
212-805-6036mrosati@leggmason.com
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