The Executive Index is an aggregate benchmark that represents all individual executive responses’ $1 billion real estate portfolio allocation combined to total $65 billion in invested capital. Participants’ 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.

2.62% YTD
  • 2.62% 1ST QTR
  • % 2ND QTR
  • % 3RD QTR
  • % 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 30.0% - 0.87%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 90.2% - 2.10%
  Office 10.9% 1.610% 0.18%
  Industrial 23.2% -0.710% -0.16%
  Retail 9.2% -4.750% -0.44%
  Residential 17.8% 1.470% 0.26%
  Lodging/Resorts 5.6% -1.900% -0.11%
  Health Care 7.4% 6.920% 0.51%
  Self Storage 8.1% -1.420% -0.11%
  Infrastructure 15.5% 12.250% 1.90%
  Timber 2.3% 12.850% 0.30%
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 9.8% - 0.80%
  Home Financing 29.0% 12.190% 3.54%
  Commercial Financing 71.0% 6.470% 4.59%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 42.6% - 1.10%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 20.9% - 0.46%
  East (O) 36.3% 1.127% 0.41%
  Midwest (O) 5.4% 1.897% 0.10%
  South (O) 22.0% 3.505% 0.77%
  West (O) 36.3% 2.585% 0.94%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 34.4% - 1.36%
  East (I) 33.8% 3.910% 1.32%
  Midwest (I) 7.2% 3.400% 0.25%
  South (I) 21.2% 3.814% 0.81%
  West (I) 37.8% 4.191% 1.58%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 23.8% - 0.39%
  East (A) 28.3% 1.319% 0.37%
  Midwest (A) 3.5% 0.566% 0.02%
  South (A) 30.5% 1.632% 0.50%
  West (A) 37.7% 2.009% 0.76%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 17.6% - 0.36%
  East (Re) 31.4% 1.198% 0.38%
  Midwest (Re) 7.9% 1.729% 0.14%
  South (Re) 25.3% 2.799% 0.71%
  West (Re) 35.4% 2.338% 0.83%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 3.4% - 0.02%
  East (H) 34.8% -4.141% -1.44%
  Midwest (H) 4.4% -1.613% -0.07%
  South (H) 22.4% 2.554% 0.57%
  West (H) 38.4% 3.697% 1.42%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 7.2% - 0.24%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 73.4% - 1.50%
  Investment Grade (AAA) 65.0% 0.706% 0.46%
  Non-invesment Grade (BBB) 35.0% 4.532% 1.59%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 26.6% - 1.83%
  Investment Grade (Prime) 97.0% 6.999% 6.79%
  Non-invesment Grade (Subprime) 3.0% 2.920% 0.09%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 20.2% - 0.41%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 20.2% - 0.41%
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