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.

13.72% YTD
  • 3.02% 1ST QTR
  • 3.67% 2ND QTR
  • 3.08% 3RD QTR
  • 3.30% 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 59.21% - 1.86%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 91.08% - 3.11%
  Office 4.5% 3.34% 0.15%
  Industrial 25.4% 1.78% 0.45%
  Retail 7.0% 6.79% 0.47%
  Residential 3.4% -0.23% -0.01%
  Lodging/Resorts 12.7% 5.36% 0.68%
  Health Care 9.0% -5.26% -0.48%
  Self Storage 17.4% 3.30% 0.57%
  Infrastructure 14.2% 8.84% 1.25%
  Timber 6.4% 4.87% 0.31%
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 8.9% - 0.04%
  Home Financing 38.4% -0.52% -0.20%
  Commercial Financing 61.6% 1.02% 0.63%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 34.14% - 1.24%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 8.8% - 0.20%
  East (O) 59.1% 1.77% 1.05%
  Midwest (O) 5.2% 2.15% 0.11%
  South (O) 9.1% 3.34% 0.30%
  West (O) 26.6% 3.11% 0.83%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 46.1% - 2.25%
  East (I) 14.4% 6.85% 0.98%
  Midwest (I) 14.5% 3.47% 0.50%
  South (I) 15.8% 3.24% 0.51%
  West (I) 55.3% 5.21% 2.88%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 5.9% - 0.14%
  East (A) 28.5% 1.40% 0.40%
  Midwest (A) 8.9% 0.73% 0.07%
  South (A) 14.1% 2.60% 0.37%
  West (A) 48.5% 3.14% 1.52%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 12.9% - 0.17%
  East (Re) 16.0% 1.51% 0.24%
  Midwest (Re) 10.5% -0.05% -0.01%
  South (Re) 39.0% 1.17% 0.46%
  West (Re) 34.4% 1.72% 0.59%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 26.3% - 0.87%
  East (H) 10.9% 0.05% 0.01%
  Midwest (H) 2.2% -1.80% -0.04%
  South (H) 17.8% 1.95% 0.35%
  West (H) 69.1% 4.35% 3.00%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 4.16% - 0.19%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 30.1% - 0.29%
  Investment Grade (AAA) 36.6% 0.44% 0.16%
  Non-invesment Grade (BBB) 63.4% 1.24% 0.79%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 69.9% - 4.23%
  Investment Grade (Prime) 95.3% 6.32% 6.02%
  Non-invesment Grade (Subprime) 4.7% 0.69% 0.03%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 2.49% 0.36% 0.01%
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