LOCATION:

The University Index is an aggregate benchmark that represents all universities’ team responses’ $1 billion real estate portfolio allocation. Teams’ 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.

5.20% YTD
  • 0.40% 1ST QTR
  • -0.78% 2ND QTR
  • 1.96% 3RD QTR
  • 3.57% 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 74.5% - 2.73%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 94.5% - 3.48%
  Office 2.9% 0.99% 0.03%
  Industrial 28.1% 12.00% 3.37%
  Retail 10.1% -7.62% -0.77%
  Residential 10.7% 6.01% 0.64%
  Lodging/Resorts 1.7% 0.86% 0.01%
  Health Care 8.4% 5.25% 0.44%
  Self Storage 25.8% -2.68% -0.69%
  Infrastructure 7.4% 8.82% 0.66%
  Timber 4.9% -0.09% 0.00%
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 5.5% - 0.18%
  Home Financing 42.8% 5.60% 2.40%
  Commercial Financing 57.2% 1.64% 0.94%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 22.4% - 0.74%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 12.2% - 0.29%
  East (O) 43.1% 1.92% 0.83%
  Midwest (O) 4.6% 2.26% 0.10%
  South (O) 13.1% 2.58% 0.34%
  West (O) 39.3% 2.93% 1.15%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 45.1% - 2.28%
  East (I) 21.5% 7.00% 1.51%
  Midwest (I) 15.4% 3.61% 0.56%
  South (I) 18.5% 3.75% 0.70%
  West (I) 44.5% 5.15% 2.29%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 17.9% - 0.33%
  East (A) 35.6% 1.59% 0.57%
  Midwest (A) 17.5% 1.13% 0.20%
  South (A) 13.3% 1.59% 0.21%
  West (A) 33.6% 2.63% 0.88%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 21.4% - 0.41%
  East (Re) 16.3% 2.37% 0.39%
  Midwest (Re) 5.5% 1.08% 0.06%
  South (Re) 31.2% 1.43% 0.45%
  West (Re) 46.9% 2.17% 1.02%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 3.5% - -0.01%
  East (H) 24.1% 1.88% 0.45%
  Midwest (H) 10.4% 3.13% 0.33%
  South (H) - - -
  West (H) 65.5% -1.70% -1.11%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 0.9% - 0.06%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 24.1% - 0.42%
  Investment Grade (AAA) 70.0% 1.29% 0.90%
  Non-investment Grade (BBB) 30.0% - -
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 75.9% - 5.83%
  Investment Grade (Prime) 95.9% 7.78% 7.46%
  Non-investment Grade (Subprime) 4.1% - -
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 2.2% - 0.05%
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