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.

-1.57% YTD
  • -1.57% 1ST QTR
  • - 2ND QTR
  • - 3RD QTR
  • - 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 58.28% - -2.94%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 97.94% - -5.01%
  Office 1.0% -7.251% -0.07%
  Industrial 20.2% -3.385% -0.68%
  Retail 9.1% -11.237% -1.02%
  Residential 2.6% -4.706% -0.12%
  Lodging/Resorts 4.0% -4.981% -0.20%
  Health Care 6.5% -10.912% -0.71%
  Self Storage 4.3% -2.423% -0.10%
  Infrastructure 18.2% 1.379% 0.25%
  Timber 4.7% 1.835% 0.09%
  Data Centers 29.50% -8.614% -2.54%
  Speciality - - -
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 2.1% - -0.04%
  Home Financing 24.2% -5.099% -1.24%
  Commercial Financing 75.8% -0.977% -0.74%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 29.31% - 1.08%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 4.8% - 0.14%
  East (O) 29.8% 1.599% 0.53%
  Midwest (O) 2.0% 3.449% 0.03%
  South (O) 27.0% 3.545% 0.93%
  West (O) 41.2% - 1.46%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 51.6% - 2.35%
  East (I) 37.5% 5.050% 1.89%
  Midwest (I) 11.9% 2.923% 0.35%
  South (I) 15.2% 3.835% 0.58%
  West (I) 35.4% 4.878% 1.73%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 15.7% - 0.46%
  East (A) 2.2% 1.720% 0.04%
  Midwest (A) 1.0% 1.124% 0.01%
  South (A) 88.6% 3.032% 2.69%
  West (A) 8.2% 2.065% 0.17%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 7.9% - 0.03%
  East (Re) 24.0% -2.107% -0.51%
  Midwest (Re) 2.4% 0.392% 0.01%
  South (Re) 13.5% 0.493% 0.07%
  West (Re) 60.1% 1.406% 0.85%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 3.7% - 0.16%
  East (H) 31.7% -1.409% -0.45%
  Midwest (H) 1.6% -0.246% 0.00%
  South (H) 18.2% 3.768% 0.69%
  West (H) 48.5% 8.643% 4.19%
  Subsector Allocation QTR Index QTR Portfolio
Self Storage: - 3.70% - 0.10%
  East (S) 34.00% 3.649% 1.24%
  Midwest (S) - - -
  South (S) 62.30% 2.167% 1.35%
  West (S) 3.70% 1.442% 0.05%
  Subsector Allocation QTR Index QTR Portfolio
Senior Living: - 12.60% - 0.45%
  East (Sr) 20.40% 2.093% 0.43%
  Midwest (Sr) 1.00% 8.277% 0.09%
  South (Sr) 58.10% 4.143% 2.41%
  West (Sr) 20.50% 3.337% 0.69%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 8.28% - 0.30%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 33.0% - -0.18%
  Investment Grade (AAA) 38.3% -1.438% -0.55%
  Non-invesment Grade (BBB) 61.7% 0.016% 0.01%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 67.0% - 3.85%
  Investment Grade (Prime) 63.3% 7.415% 4.69%
  Non-invesment Grade (Subprime) 36.7% 2.876% 1.06%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 4.14% -0.373% -0.02%
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