The Executive Index is an aggregate benchmark that represents all individual executive responses’ $1 billion real estate portfolio allocation combined to total $52 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 quadrant, sector or subsector calculating index total returns on a quarterly basis.

- YTD
  • - 1ST QTR
  • - 2ND QTR
  • - 3RD QTR
  • - 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 30.0% - 0.83%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 90.2% - 2.72%
  Office 10.9% 3.34% 0.36%
  Industrial 23.2% 1.78% 0.41%
  Retail 9.2% 6.79% 0.62%
  Residential 17.8% -0.23% -0.04%
  Lodging/Resorts 5.6% 5.36% 0.30%
  Health Care 7.4% -5.26% -0.39%
  Self Storage 8.1% 3.30% 0.27%
  Infrastructure 15.5% 8.84% 1.37%
  Timber 2.3% 4.87% 0.11%
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 9.8% - 0.06%
  Home Financing 29.0% -0.52% -0.15%
  Commercial Financing 71.0% 1.02% 0.72%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 42.6% - 1.37%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 20.9% - 0.55%
  East (O) 36.3% 1.77% 0.64%
  Midwest (O) 5.4% 2.15% 0.12%
  South (O) 22.0% 3.34% 0.73%
  West (O) 36.3% 3.11% 1.13%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 34.4% - 1.80%
  East (I) 33.8% 6.85% 2.32%
  Midwest (I) 7.2% 3.47% 0.25%
  South (I) 21.2% 3.24% 0.69%
  West (I) 37.8% 5.21% 1.97%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 23.8% - 0.57%
  East (A) 28.3% 1.40% 0.40%
  Midwest (A) 3.5% 0.73% 0.03%
  South (A) 30.5% 2.60% 0.79%
  West (A) 37.7% 3.14% 1.18%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 17.6% - 0.24%
  East (Re) 31.4% 1.51% 0.47%
  Midwest (Re) 7.9% -0.05% 0.00%
  South (Re) 25.3% 1.17% 0.30%
  West (Re) 35.4% 1.72% 0.61%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 3.4% - 0.07%
  East (H) 34.8% 0.05% 0.02%
  Midwest (H) 4.4% -1.80% -0.08%
  South (H) 22.4% 1.95% 0.44%
  West (H) 38.4% 4.35% 1.67%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 7.2% - 0.16%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 73.4% - 0.53%
  Investment Grade (AAA) 65.0% 0.44% 0.29%
  Non-invesment Grade (BBB) 35.0% 1.24% 0.43%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 26.6% - 1.63%
  Investment Grade (Prime) 97.0% 6.32% 6.13%
  Non-invesment Grade (Subprime) 3.0% 0.69% 0.02%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 20.2% 0.36% 0.07%
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