LOCATION: Dallas, TX

With a prime location in Dallas, arguably the country’s most important and dynamic real estate city, the real estate program of SMU’s Cox School of Business is an important part of the graduate school’s offering.  Academic and research initiatives of the department are supported by the Robert and Margaret Folsom Institute for Real Estate.

7.92% YTD
  • 1.82% 1ST QTR
  • 2.14% 2ND QTR
  • 1.54% 3RD QTR
  • 2.20% 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 25.0% - 0.84%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 90.0% - 3.39%
  Office 60.0% 3.34% 2.00%
  Industrial - - -
  Retail - - -
  Residential 9.3% -0.23% -0.02%
  Lodging/Resorts 10.2% 5.36% 0.55%
  Health Care - - -
  Self Storage 10.2% 3.30% 0.34%
  Infrastructure 10.2% 8.84% 0.90%
  Timber - - -
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 10.0% - -0.05%
  Home Financing 100.0% -0.52% -0.52%
  Commercial Financing - - -
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 65.0% - 1.28%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 70.0% - 1.55%
  East (O) 69.9% 1.77% 1.24%
  Midwest (O) - - -
  South (O) 15.2% 3.34% 0.51%
  West (O) 14.9% 3.11% 0.46%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - - - -
  East (I) - - -
  Midwest (I) - - -
  South (I) - - -
  West (I) - - -
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 14.9% - 0.27%
  East (A) 70.1% 1.40% 0.98%
  Midwest (A) - - -
  South (A) 15.5% 2.60% 0.40%
  West (A) 14.4% 3.14% 0.45%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - - - -
  East (Re) - - -
  Midwest (Re) - - -
  South (Re) - - -
  West (Re) - - -
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 15.1% - 0.15%
  East (H) 69.4% 0.05% 0.03%
  Midwest (H) - - -
  South (H) 15.3% 1.95% 0.30%
  West (H) 15.3% 4.35% 0.67%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 5.0% - 0.06%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 100.0% - 1.24%
  Investment Grade (AAA) - - -
  Non-invesment Grade (BBB) 100.0% 1.24% 1.24%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - - - -
  Investment Grade (Prime) - - -
  Non-invesment Grade (Subprime) - - -
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 5.0% 0.36% 0.02%
Download Portfolio Allocations

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