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% - 1.39%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 90.2% - 4.37%
  Office 10.9% 0.99% 0.11%
  Industrial 23.2% 12.00% 2.78%
  Retail 9.2% -7.62% -0.70%
  Residential 17.8% 6.01% 1.07%
  Lodging/Resorts 5.6% 0.86% 0.05%
  Health Care 7.4% 5.25% 0.39%
  Self Storage 8.1% -2.68% -0.22%
  Infrastructure 15.5% 8.82% 1.37%
  Timber 2.3% -0.09% 0.00%
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 9.8% - 0.27%
  Home Financing 29.0% 5.60% 1.63%
  Commercial Financing 71.0% 1.64% 1.16%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 42.6% - 1.37%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 20.9% - 0.51%
  East (O) 36.3% 1.92% 0.70%
  Midwest (O) 5.4% 2.26% 0.12%
  South (O) 22.0% 2.58% 0.57%
  West (O) 36.3% 2.93% 1.06%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 34.4% - 1.85%
  East (I) 33.8% 7.00% 2.37%
  Midwest (I) 7.2% 3.61% 0.26%
  South (I) 21.2% 3.75% 0.79%
  West (I) 37.8% 5.15% 1.95%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 23.8% - 0.47%
  East (A) 28.3% 1.59% 0.45%
  Midwest (A) 3.5% 1.13% 0.04%
  South (A) 30.5% 1.59% 0.48%
  West (A) 37.7% 2.63% 0.99%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 17.6% - 0.34%
  East (Re) 31.4% 2.37% 0.74%
  Midwest (Re) 7.9% 1.08% 0.09%
  South (Re) 25.3% 1.43% 0.36%
  West (Re) 35.4% 2.17% 0.77%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 3.4% - 0.04%
  East (H) 34.8% 1.88% 0.65%
  Midwest (H) 4.4% 3.13% 0.14%
  South (H) 22.4% 5.08% 1.14%
  West (H) 38.4% -1.70% -0.65%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 7.2% - 0.25%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 73.4% - 1.35%
  Investment Grade (AAA) 65.0% 1.29% 0.84%
  Non-invesment Grade (BBB) 35.0% 2.85% 1.00%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 26.6% - 2.05%
  Investment Grade (Prime) 97.0% 7.78% 7.55%
  Non-invesment Grade (Subprime) 3.0% 5.55% 0.16%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 20.2% 2.11% 0.43%
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