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.

- YTD
  • - 1ST QTR
  • - 2ND QTR
  • - 3RD QTR
  • - 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 58.28% - -
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 97.94% - -
  Office 1.0% - -
  Industrial 20.2% - -
  Retail 9.1% - -
  Residential 2.6% - -
  Lodging/Resorts 4.0% - -
  Health Care 6.5% - -
  Self Storage 4.3% - -
  Infrastructure 18.2% - -
  Timber 4.7% - -
  Data Centers 29.50% - -
  Speciality - - -
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 2.1% - -
  Home Financing 24.2% - -
  Commercial Financing 75.8% - -
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 29.31% - -
  Subsector Allocation QTR Index QTR Portfolio
Office: - 4.8% - -
  East (O) 29.8% - -
  Midwest (O) 2.0% - -
  South (O) 27.0% - -
  West (O) 41.2% - -
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 51.6% - -
  East (I) 37.5% - -
  Midwest (I) 11.9% - -
  South (I) 15.2% - -
  West (I) 35.4% - -
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 15.7% - -
  East (A) 2.2% - -
  Midwest (A) 1.0% - -
  South (A) 88.6% - -
  West (A) 8.2% - -
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 7.9% - -
  East (Re) 24.0% - -
  Midwest (Re) 2.4% - -
  South (Re) 13.5% - -
  West (Re) 60.1% - -
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 3.7% - -
  East (H) 31.7% - -
  Midwest (H) 1.6% - -
  South (H) 18.2% - -
  West (H) 48.5% - -
  Subsector Allocation QTR Index QTR Portfolio
Self Storage: - 3.70% - -
  East (S) 34.00% - -
  Midwest (S) - - -
  South (S) 62.30% - -
  West (S) 3.70% - -
  Subsector Allocation QTR Index QTR Portfolio
Senior Living: - 12.60% - -
  East (Sr) 20.40% - -
  Midwest (Sr) 1.00% - -
  South (Sr) 58.10% - -
  West (Sr) 20.50% - -
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 8.28% - -
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 33.0% - -
  Investment Grade (AAA) 38.3% - -
  Non-invesment Grade (BBB) 61.7% - -
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 67.0% - -
  Investment Grade (Prime) 63.3% - -
  Non-invesment Grade (Subprime) 36.7% - -
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 4.14% - -
Download Portfolio Allocations

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