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.

10.08% YTD
  • 3.02% 1ST QTR
  • 3.67% 2ND QTR
  • 3.07% 3RD QTR
  • - 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 59.21% - 1.62%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 91.08% - 2.58%
  Office 4.5% -0.74% -0.03%
  Industrial 25.4% 6.53% 1.66%
  Retail 7.0% 1.34% 0.09%
  Residential 3.4% -0.65% -0.02%
  Lodging/Resorts 12.7% 2.79% 0.35%
  Health Care 9.0% -5.39% -0.49%
  Self Storage 17.4% 4.68% 0.81%
  Infrastructure 14.2% 1.83% 0.26%
  Timber 6.4% 3.12% 0.20%
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 8.9% - 0.15%
  Home Financing 38.4% 4.65% 1.79%
  Commercial Financing 61.6% -0.23% -0.14%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - 34.14% - 1.21%
  Subsector Allocation QTR Index QTR Portfolio
Office: - 8.8% - 0.13%
  East (O) 59.1% 0.97% 0.57%
  Midwest (O) 5.2% 2.34% 0.12%
  South (O) 9.1% 1.93% 0.18%
  West (O) 26.6% 2.47% 0.66%
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - 46.1% - 2.06%
  East (I) 14.4% 5.50% 0.79%
  Midwest (I) 14.5% 2.75% 0.40%
  South (I) 15.8% 3.54% 0.56%
  West (I) 55.3% 4.91% 2.71%
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - 5.9% - 0.15%
  East (A) 28.5% 1.48% 0.42%
  Midwest (A) 8.9% 1.98% 0.18%
  South (A) 14.1% 2.33% 0.33%
  West (A) 48.5% 3.30% 1.60%
  Subsector Allocation QTR Index QTR Portfolio
Retail: - 12.9% - 0.18%
  East (Re) 16.0% 1.20% 0.19%
  Midwest (Re) 10.5% 1.12% 0.12%
  South (Re) 39.0% 1.44% 0.56%
  West (Re) 34.4% 1.59% 0.55%
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - 26.3% - 1.01%
  East (H) 10.9% 4.81% 0.52%
  Midwest (H) 2.2% 3.71% 0.08%
  South (H) 17.8% 2.23% 0.40%
  West (H) 69.1% 4.11% 2.84%
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 4.16% - 0.23%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - 30.1% - 0.30%
  Investment Grade (AAA) 36.6% 0.68% 0.25%
  Non-invesment Grade (BBB) 63.4% 1.19% 0.76%
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 69.9% - 5.27%
  Investment Grade (Prime) 95.3% 7.60% 7.24%
  Non-invesment Grade (Subprime) 4.7% 6.56% 0.31%
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - 2.49% 1.07% 0.03%
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