LOCATION: Washington, DC

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.

3.02% YTD
  • 3.02% 1ST QTR
  • - 2ND QTR
  • - 3RD QTR
  • - 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 59.21% - 1.70%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 91.08% - 2.09%
  Office 4.5% 1.610% 0.07%
  Industrial 25.4% -0.710% -0.18%
  Retail 7.0% -4.750% -0.33%
  Residential 3.4% 1.470% 0.05%
  Lodging/Resorts 12.7% -1.900% -0.24%
  Health Care 9.0% 6.920% 0.63%
  Self Storage 17.4% -1.420% -0.25%
  Infrastructure 14.2% 12.250% 1.74%
  Timber 6.4% 12.850% 0.82%
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 8.9% - 0.77%
  Home Financing 38.4% 12.190% 4.69%
  Commercial Financing 61.6% 6.470% 3.98%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 34.14% - 1.04%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 8.8% - 0.16%
  East (O) 59.1% 1.127% 0.67%
  Midwest (O) 5.2% 1.897% 0.10%
  South (O) 9.1% 3.505% 0.32%
  West (O) 26.6% 2.585% 0.69%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 46.1% - 1.83%
  East (I) 14.4% 3.910% 0.56%
  Midwest (I) 14.5% 3.400% 0.49%
  South (I) 15.8% 3.814% 0.60%
  West (I) 55.3% 4.191% 2.32%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 5.9% - 0.10%
  East (A) 28.5% 1.319% 0.38%
  Midwest (A) 8.9% 0.566% 0.05%
  South (A) 14.1% 1.632% 0.23%
  West (A) 48.5% 2.009% 0.97%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 12.9% - 0.29%
  East (Re) 16.0% 1.198% 0.19%
  Midwest (Re) 10.5% 1.729% 0.18%
  South (Re) 39.0% 2.799% 1.09%
  West (Re) 34.4% 2.338% 0.80%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 26.3% - 0.66%
  East (H) 10.9% -4.141% -0.45%
  Midwest (H) 2.2% -1.613% -0.04%
  South (H) 17.8% 2.554% 0.45%
  West (H) 69.1% 3.697% 2.55%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 4.16% - 0.24%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 30.1% - 0.94%
  Investment Grade (AAA) 36.6% 0.706% 0.26%
  Non-invesment Grade (BBB) 63.4% 4.532% 2.88%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 69.9% - 4.75%
  Investment Grade (Prime) 95.3% 6.999% 6.67%
  Non-invesment Grade (Subprime) 4.7% 2.920% 0.14%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 2.49% - 0.05%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 2.49% - 0.05%
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2017 RCUC

Webinar: Real Confidence Quarterly Quarterback (E.2)

2016 RCUC

Webinar: Real Confidence Quarterly Quarterback (E.1)

Real Confidence

Podcast: Shop Talk – Chatting About the 2017 RC Executive Index