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In an investment landscape that has seemingly rewarded equity investors and posed challenges for commercial real estate, the allure of private core real estate remains steadfast. As we approach the new year, exploring the reasons to consider investing in private core real estate is not only...
We have long believed having an allocation to the NFI-ODCE is important for risk mitigation in your real estate portfolio. Looking at today’s commercial real estate market, the following highlights why having this exposure may help:
During the third quarter of 2023, we observed negative performance across the major markets, highlighting the complex interplay of macroeconomic factors that pushed interest rates higher.
For many years, institutional investors have made allocations to private real estate, with many allocating approximately 10% of their assets1. In most cases, these institutional investors set long-term strategic allocations and occasionally make investment decisions based upon short-term...
As one of the fastest growing investment products in the industry, many RIAs are now utilizing, or at least considering, closed-end interval funds. Interval funds offer access to many asset classes, predominantly in private markets, that have been historically difficult for most non-qualified...
The NCREIF Fund Index - Open End Diversified Core Equity (NFI-ODCE), is an index of investment returns of the largest private real estate funds pursuing lower risk investment strategies utilizing low leverage and generally represented by equity ownership positions in stable U.S. operating...
Interval funds are classified as registered closed-end funds under the Investment Company Act of 1940, although interval funds have characteristics more like those of an open-end mutual fund. Interval funds offer their shares continuously and shares are redeemed at Net Asset Value (NAV) — similar...
