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.

8.45% YTD
  • 2.62% 1ST QTR
  • 3.43% 2ND QTR
  • 2.18% 3RD QTR
  • % 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 30.0% - 0.56%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 90.2% - 1.74%
  Office 10.9% -0.74% -0.08%
  Industrial 23.2% 6.53% 1.51%
  Retail 9.2% 1.34% 0.12%
  Residential 17.8% -0.65% -0.12%
  Lodging/Resorts 5.6% 2.79% 0.16%
  Health Care 7.4% -5.39% -0.40%
  Self Storage 8.1% 4.68% 0.38%
  Infrastructure 15.5% 1.83% 0.28%
  Timber 2.3% 3.12% 0.07%
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 9.8% - 0.12%
  Home Financing 29.0% 4.65% 1.35%
  Commercial Financing 71.0% -0.23% -0.16%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 42.6% - 1.25%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 20.9% - 0.38%
  East (O) 36.3% 0.97% 0.35%
  Midwest (O) 5.4% 2.34% 0.13%
  South (O) 22.0% 1.93% 0.42%
  West (O) 36.3% 2.47% 0.90%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 34.4% - 1.60%
  East (I) 33.8% 5.50% 1.86%
  Midwest (I) 7.2% 2.75% 0.20%
  South (I) 21.2% 3.54% 0.75%
  West (I) 37.8% 4.91% 1.86%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 23.8% - 0.58%
  East (A) 28.3% 1.48% 0.42%
  Midwest (A) 3.5% 1.98% 0.07%
  South (A) 30.5% 2.33% 0.71%
  West (A) 37.7% 3.30% 1.24%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 17.6% - 0.24%
  East (Re) 31.4% 1.20% 0.38%
  Midwest (Re) 7.9% 1.12% 0.09%
  South (Re) 25.3% 1.44% 0.36%
  West (Re) 35.4% 1.59% 0.56%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 3.4% - 0.13%
  East (H) 34.8% 4.81% 1.67%
  Midwest (H) 4.4% 3.71% 0.16%
  South (H) 22.4% 2.23% 0.50%
  West (H) 38.4% 4.11% 1.58%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 7.2% - 0.19%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 73.4% - 0.63%
  Investment Grade (AAA) 65.0% 0.68% 0.44%
  Non-invesment Grade (BBB) 35.0% 1.19% 0.42%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 26.6% - 2.01%
  Investment Grade (Prime) 97.0% 7.60% 7.37%
  Non-invesment Grade (Subprime) 3.0% 6.56% 0.19%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 20.2% 1.07% 0.22%
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