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.

3.91% YTD
  • -1.57% 1ST QTR
  • 5.57% 2ND QTR
  • - 3RD QTR
  • - 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 58.28% - 4.19%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 97.94% - 7.07%
  Office 1.0% 7.23% 0.07%
  Industrial 20.2% 9.35% 1.89%
  Retail 9.1% 10.20% 0.92%
  Residential 2.6% 6.34% 0.17%
  Lodging/Resorts 4.0% 14.14% 0.57%
  Health Care 6.5% 14.21% 0.93%
  Self Storage 4.3% 15.10% 0.65%
  Infrastructure 18.2% 0.07% 0.01%
  Timber 4.7% 5.18% 0.24%
  Data Centers 29.50% 6.02% 1.77%
  Speciality - - -
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 2.1% - 0.11%
  Home Financing 24.2% 4.41% 1.07%
  Commercial Financing 75.8% 5.56% 4.21%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 29.31% - 1.02%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 4.8% - 0.10%
  East (O) 29.8% 2.55% 0.11%
  Midwest (O) 2.0% 3.54% 0.05%
  South (O) 27.0% 2.49% 0.96%
  West (O) 41.2% - 1.03%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 51.6% - 2.27%
  East (I) 37.5% 4.07% 1.52%
  Midwest (I) 11.9% 3.15% 0.38%
  South (I) 15.2% 4.28% 0.65%
  West (I) 35.4% 5.19% 1.84%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 15.7% - 0.36%
  East (A) 2.2% 1.85% 0.04%
  Midwest (A) 1.0% 2.64% 0.03%
  South (A) 88.6% 2.29% 2.03%
  West (A) 8.2% 2.65% 0.22%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 7.9% - 0.14%
  East (Re) 24.0% 1.97% 0.47%
  Midwest (Re) 2.4% 1.93% 0.05%
  South (Re) 13.5% 1.32% 0.18%
  West (Re) 60.1% 1.88% 1.13%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 3.7% - 0.03%
  East (H) 31.7% 1.86% 0.59%
  Midwest (H) 1.6% 1.69% 0.03%
  South (H) 18.2% 4.30% 0.78%
  West (H) 48.5% -1.00% -0.49%
  Subsector Allocation QTR Index QTR Portfolio
Self Storage: - 3.70% - 0.08%
  East (S) 34.00% 1.64% 0.56%
  Midwest (S) - - -
  South (S) 62.30% 2.22% 1.38%
  West (S) 3.70% 6.48% 0.24%
  Subsector Allocation QTR Index QTR Portfolio
Senior Living: - 12.60% - 0.50%
  East (Sr) 20.40% 2.42% 0.49%
  Midwest (Sr) 1.00% 2.27% 0.02%
  South (Sr) 58.10% 4.29% 2.49%
  West (Sr) 20.50% 4.56% 0.94%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 8.28% - 0.34%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 33.0% - 0.50%
  Investment Grade (AAA) 38.3% -0.04% -0.02%
  Non-invesment Grade (BBB) 61.7% 2.46% 1.52%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 67.0% - 3.57%
  Investment Grade (Prime) 63.3% 7.16% 4.53%
  Non-invesment Grade (Subprime) 36.7% 2.17% 0.80%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 4.14% 0.615% 0.03%
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