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.

6.80% YTD
  • 3.02% 1ST QTR
  • 3.67% 2ND QTR
  • - 3RD QTR
  • - 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 59.21% - 2.39%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 91.08% - 3.76%
  Office 4.5% 0.99% 0.04%
  Industrial 25.4% 12.00% 3.05%
  Retail 7.0% -7.62% -0.53%
  Residential 3.4% 6.01% 0.21%
  Lodging/Resorts 12.7% 0.86% 0.11%
  Health Care 9.0% 5.25% 0.47%
  Self Storage 17.4% -2.68% -0.47%
  Infrastructure 14.2% 8.82% 1.25%
  Timber 6.4% -0.09% -0.01%
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 8.9% - 0.28%
  Home Financing 38.4% 5.60% 2.15%
  Commercial Financing 61.6% 1.64% 1.01%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 34.14% - 0.97%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 8.8% - 0.20%
  East (O) 59.1% 1.92% 1.13%
  Midwest (O) 5.2% 2.26% 0.12%
  South (O) 9.1% 2.58% 0.23%
  West (O) 26.6% 2.93% 0.78%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 46.1% - 2.29%
  East (I) 14.4% 7.00% 1.00%
  Midwest (I) 14.5% 3.61% 0.52%
  South (I) 15.8% 3.75% 0.59%
  West (I) 55.3% 5.15% 2.85%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 5.9% - 0.12%
  East (A) 28.5% 1.59% 0.45%
  Midwest (A) 8.9% 1.13% 0.10%
  South (A) 14.1% 1.59% 0.22%
  West (A) 48.5% 2.63% 1.28%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 12.9% - 0.23%
  East (Re) 16.0% 2.37% 0.38%
  Midwest (Re) 10.5% 1.08% 0.11%
  South (Re) 39.0% 1.43% 0.56%
  West (Re) 34.4% 2.17% 0.75%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 26.3% - 0.00%
  East (H) 10.9% 1.88% 0.20%
  Midwest (H) 2.2% 3.13% 0.07%
  South (H) 17.8% 5.08% 0.90%
  West (H) 69.1% -1.70% -1.17%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 4.16% - 0.25%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 30.1% - 0.69%
  Investment Grade (AAA) 36.6% 1.29% 0.47%
  Non-invesment Grade (BBB) 63.4% 2.85% 1.81%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 69.9% - 5.36%
  Investment Grade (Prime) 95.3% 7.78% 7.41%
  Non-invesment Grade (Subprime) 4.7% 5.55% 0.26%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 2.49% 2.11% 0.05%
Download Portfolio Allocations

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