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: - 25.3% - 2.22%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 86.7% - 8.08%
  Office 7.2% 7.23% 0.52%
  Industrial 30.5% 9.35% 2.85%
  Retail 8.5% 10.20% 0.87%
  Residential 9.7% 6.34% 0.62%
  Lodging/Resorts 4.0% 14.14% 0.56%
  Health Care 16.9% 14.21% 2.40%
  Self Storage 4.8% 15.10% 0.73%
  Infrastructure 7.3% 0.07% 0.01%
  Timber 1.3% 5.18% 0.07%
  Data Centers 7.90% 6.02% 0.48%
  Speciality 1.80% - 0.23%
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 13.3% - 0.69%
  Home Financing 30.6% 4.41% 1.35%
  Commercial Financing 69.4% 5.56% 3.86%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 42.1% - 1.35%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 11.6% - 0.22%
  East (O) 33.7% 2.55% 0.12%
  Midwest (O) 13.3% 3.54% 0.34%
  South (O) 13.8% 2.49% 0.49%
  West (O) 39.2% - 0.98%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 33.2% - 1.50%
  East (I) 25.2% 4.07% 1.03%
  Midwest (I) 10.4% 3.15% 0.33%
  South (I) 17.9% 4.28% 0.77%
  West (I) 46.4% 5.19% 2.41%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 22.2% - 0.51%
  East (A) 29.6% 1.85% 0.55%
  Midwest (A) 6.2% 2.64% 0.16%
  South (A) 25.9% 2.29% 0.59%
  West (A) 38.3% 2.65% 1.01%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 9.2% - 0.16%
  East (Re) 23.0% 1.97% 0.45%
  Midwest (Re) 10.6% 1.93% 0.21%
  South (Re) 31.0% 1.32% 0.41%
  West (Re) 35.4% 1.88% 0.67%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 2.1% - 0.01%
  East (H) 34.8% 1.86% 0.65%
  Midwest (H) 0.2% 1.69% 0.00%
  South (H) 7.0% 4.30% 0.30%
  West (H) 58.0% -1.00% -0.58%
  Subsector Allocation QTR Index QTR Portfolio
Self Storage: - 7.10% - 0.24%
  East (S) 28.80% 1.64% 0.47%
  Midwest (S) 6.10% 3.35% 0.20%
  South (S) 36.60% 2.22% 0.81%
  West (S) 28.50% 6.48% 1.85%
  Subsector Allocation QTR Index QTR Portfolio
Senior Living: - 14.60% - 0.56%
  East (Sr) 21.00% 2.42% 0.51%
  Midwest (Sr) 8.40% 2.27% 0.19%
  South (Sr) 43.90% 4.29% 1.89%
  West (Sr) 26.70% 4.56% 1.22%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 10.3% - 0.29%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 62.7% - 0.34%
  Investment Grade (AAA) 76.8% -0.04% -0.03%
  Non-invesment Grade (BBB) 23.2% 2.46% 0.57%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 37.3% - 2.45%
  Investment Grade (Prime) 87.9% 7.16% 6.30%
  Non-invesment Grade (Subprime) 12.1% 2.17% 0.26%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 22.4% 0.615% 0.14%
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