The Executive Index is an aggregate benchmark that represents all individual executive responses’ $1 billion real estate portfolio allocation combined to total $65 billion in invested capital. Participants’ portfolios are constructed attempting to produce the highest one-year total return based on the options provided. Each selection is properly weighted by quandrant, sector or subsector calculating index total returns on a quarterly basis.

11.18% YTD
  • 2.62% 1ST QTR
  • 3.43% 2ND QTR
  • 2.26% 3RD QTR
  • 2.44% 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 25.3% - -
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 86.7% - -
  Office 7.2% - -
  Industrial 30.5% - -
  Retail 8.5% - -
  Residential 9.7% - -
  Lodging/Resorts 4.0% - -
  Health Care 16.9% - -
  Self Storage 4.8% - -
  Infrastructure 7.3% - -
  Timber 1.3% - -
  Data Centers 7.90% - -
  Speciality 1.80% - -
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 13.3% - -
  Home Financing 30.6% - -
  Commercial Financing 69.4% - -
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 42.1% - -
  Subsector Allocation QTR Index QTR Portfolio
Office: - 11.6% - -
  East (O) 33.7% - -
  Midwest (O) 13.3% - -
  South (O) 13.8% - -
  West (O) 39.2% - -
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 33.2% - -
  East (I) 25.2% - -
  Midwest (I) 10.4% - -
  South (I) 17.9% - -
  West (I) 46.4% - -
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 22.2% - -
  East (A) 29.6% - -
  Midwest (A) 6.2% - -
  South (A) 25.9% - -
  West (A) 38.3% - -
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 9.2% - -
  East (Re) 23.0% - -
  Midwest (Re) 10.6% - -
  South (Re) 31.0% - -
  West (Re) 35.4% - -
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 2.1% - -
  East (H) 34.8% - -
  Midwest (H) 0.2% - -
  South (H) 7.0% - -
  West (H) 58.0% - -
  Subsector Allocation QTR Index QTR Portfolio
Self Storage: - 7.10% - -
  East (S) 28.80% - -
  Midwest (S) 6.10% - -
  South (S) 36.60% - -
  West (S) 28.50% - -
  Subsector Allocation QTR Index QTR Portfolio
Senior Living: - 14.60% - -
  East (Sr) 21.00% - -
  Midwest (Sr) 8.40% - -
  South (Sr) 43.90% - -
  West (Sr) 26.70% - -
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 10.3% - -
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 62.7% - -
  Investment Grade (AAA) 76.8% - -
  Non-invesment Grade (BBB) 23.2% - -
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 37.3% - -
  Investment Grade (Prime) 87.9% - -
  Non-invesment Grade (Subprime) 12.1% - -
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 22.4% - -
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