Industrial real estate funds.
CrossHarbor Capital Overview.
Industrial real estate funds Elion Partners (Elion) is a vertically integrated investment management firm that utilizes data-driven approaches to manage investments in industrial logistics real estate. We invest in high-growth markets throughout the Sunbelt across all asset types, with an emphasis on industrial and multifamily. We made our first acquisition in 2017 and today manage a portfolio of $1. All forms of commercial real estate have been pretty close to the inflation line over all that time. Find opportunities. real estate funds in 2025 will largely hinge on macroeconomic conditions and sector-specific demand trends. It also invests in companies that don’t invest in property but make most of their money from the property industry. Our main focus is on regional discount retail parks with a significant presence of supermarkets. Targeted access to domestic real estate stocks and REITs . The appeal of investing in this property type is multifold This fund mainly invests in real estate investment trusts (REITs). Odyssey Real Estate Capital Odyssey is a commercial real estate investment and advisory firm with offices in Las Vegas and Kansas City. More than half of which (€2. Understanding key lending metrics like loan to value (LTV) ratios is crucial, as these determine how much financing you can secure relative to property value. Credit Fund Funds:: Leverages Arden’s equity underwriting expertise to provide debt financing solutions secured by middle market commercial real estate across ground-up construction, transitional, and stabilized assets. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes Jun 8, 2021 · A real estate investment trust – or REIT for short – is a type of commercial real estate investment fund that is distinguished by its high dividend yield and certain tax advantages. Previously, Gibbs was a senior asset manager for Morgan Stanley’s Commercial Real Estate Debt team, and prior to that, was an associate director of CMBS surveillance at Fitch Ratings. DoubleLine's experienced, long-tenured CRE specialists are responsible for security selection within their sector based on in-depth, fundamental research and property level analysis. S. This ETF seeks to track the performance of the Dow Jones U. Brasa invests in diversified asset types across the capital stack and manages both discretionary commingled funds and separate accounts on behalf of institutional and high net-worth investors. The appeal of investing in this property type is multifold Apollo Commercial Real Estate Finance Apollo Commercial Real Estate Finance, Inc. Formed in 2011, 2GR manages a family of diversified real estate funds and has invested in properties with a total capitalization of $780 million. Oct 30, 2024 · Industrial real estate investment trusts (REITs) have gained significant attention in recent years due to the growth of e-commerce and the increasing demand for logistics and warehousing space Launched in 1971, t he Schroders Capital UK Real Estate Fund (SCREF) has 170+ institutional investors including pension funds, insurance companies, endowment funds, and public investment bodies from across the world. We can also see in the chart above, that inflation (the dashed blue line) has been growing steadily over the past 40 years. CIP is Australia’s largest domestic pure play industrial property investment vehicle (A-REIT) and is included in the S&P/ASX 200 See information on over 13K commercial real estate investment funds, connected with CoStar’s database of property records, listings, sale comps and contact data. To best illustrate each commercial real estate investment strategy, Lea offered a hypothetical portfolio. companies deriving at least 50% of revenues or profits from commercial, industrial or residential real estate industries or with 50% of assets in real estate interests. It is an open-ended fund offering regular dealing and is among the most liquid funds of its type via an active secondary market. factory outlet, health care, hotel, industrial, mortgage, office Ares Real Estate provides investors access to its capabilities through several vehicles including private commingled funds in the U. Jan 17, 2025 · Real estate funds also beat high-yield bond funds and target-date retirement funds. You can invest as an individual, through a self-managed super fund (SMSF) or through other entities such as companies or trusts. (NYSE:ARI) is a LEADING COMMERCIAL MORTGAGE REIT focused on originating SENIOR MORTGAGES and SUBORDINATE LOANS collateralized by a variety of property types and geographies throughout the UNITED STATES, the UNITED KINGDOM and WESTERN EUROPE. For example, the expense ratio of the Real Estate Select Nov 29, 2024 · The performance of U. fund has Exline Capital was launched in 2015 as a diversified commercial real estate investment firm. In particular, industrial REITs have seen rapid growth in recent years, a trend that shows no signs of stopping. Durum Industrial Real Estate Investment Trust (REIT) provides an opportunity for investors to benefit from the unique and strong performing industrial asset class without the large capital requirement to own real estate personally. See Fund-Owned Assets . It includes $100 million in total investment capital with a 10-year investment horizon. Find the right Real Estate for you with US News' Best Fit ETF ranking and research tools. Jan 30, 2022 · Founded in 1989, Goodman Group owns, develops and manages commercial real estate such as warehouses, large-scale logistics assets and office parks. This secured real estate income Fund purchases and owns a diversified portfolio of income-producing assets, purchased to produce above market returns. A fund that focuses on commercial real estate development at an early Jul 22, 2023 · But beyond your own capital, sometimes turning to outside equity investors is the best or only way to fund larger commercial real estate projects. We offer more than 195 sector mutual funds and 262 sector ETFs from other leading asset managers. Equity Market 3 days ago · Invests at least 80% of its assets in equity securities of U. BentallGreenOak is a global real estate investment management advisor and a provider of real estate services. Unlike the iShares Global REIT ETF, Vanguard’s ex-U. Our European Real Estate business launched in 2016 to invest in real estate opportunities in the UK and Europe, including office and industrial commercial properties and student accommodation. Exposure to U. On the flip side, there is significant capital eagerly lining up to take advantage of market dislocation. BREIT is a non-listed REIT that invests primarily in stabilized income-generating commercial real estate investments across asset classes in the United States (“U. 1 billion real estate assets managed globally; 586 professionals across 21 global Fidelity® Real Estate Income Fund Investment Approach FUND INFORMATION •Fidelity® Real Estate Income Fund seeks above-average income and capital growth by investing in a mix of commercial real estate security types, including common stock, preferred stock, corporate bonds and commercial mortgage-backed securities (CMBS). Apr 2, 2024 · Investors can count on real estate investment trusts, or REITs, to deliver consistent income and reliable capital appreciation over time. 35%: 2. Take a look at Bezinga's top ETF picks in this article to help you grow your wealth. A-REITs are traded on the Australian Securities Exchange (ASX), which provides the benefit of daily liquidity. Substantial value-add opportunities. Feb 28, 2025 · Ares Industrial Real Estate Income Trust Inc. Our fund targets high-quality commercial real estate assets in prime locations, focusing on value-add and core plus opportunities to maximize returns. We have successfully invested utilizing a variety . 4 days ago · 1. Our real estate income product in the US is Apollo Realty Income Solutions, a non-traded REIT focused on a combination of stabilized properties and first mortgage loans. real estate companies and REITs, which invest in real estate directly and trade like stocks . CRE Income Fund is a commercial real estate income fund designed to provide current income for investors, along with the potential for capital gains. Mar 19, 2025 · They invest in income-producing commercial and residential real estate, or interest-bearing commercial and residential mortgages. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you. 4 days ago · STAG Industrial owns a diversified portfolio of industrial real estate. ("AIREIT," the "Company," "we," "our" or "us") is an industrial-focused real estate solution that seeks to invest in high-quality bulk and last-mile distribution facilities in key logistics markets. Commercial loan options include: Small Business Administration (SBA) loans; Conventional loans Dec 11, 2024 · Three keys may unlock the stifled commercial real estate (CRE) market and benefit REITs: an economic soft landing, a convergence of public-private real estate valuations, and an increase in property transactions. Find the top rated Real Estate mutual funds. Jun 11, 2024 · Before joining the firm in 2023, he was a senior vice president for SitusAMC, managing commercial real estate debt for a high-yield debt fund. The fund’s holdings represent real estate management and development firms ETFs and mutual funds in this sector focus on mortgage companies, property management companies, REITs (Real Estate Investment Trusts). It had more than 590 buildings exceeding 115 million square feet of space in early 2025, including warehouses, light Nov 14, 2024 · There was an initial boost to industrial real estate in 2008-2009, rising in pace with retail and office. Fund sponsored by India’s top asset management firm in cooperation with a recognized real estate developer from across the world. Dec 31, 2024 · Centuria Industrial REIT – industrial property investment. Many no-load real estate mutual funds are available only through a retirement plan, brokerage or financial advisor. Pros 9. 3 billion of assets under management with investments in 132 properties to-date Oct 23, 2023 · Through its new Highline Real Estate Fund 1, L. Apr 13, 2021 · The commercial real estate market is quite different than the stock market, but similar investment risks and strategies still apply. Along with a portfolio in Australia, the company invests in property across the Asia Pacific, continental Europe, the UK and the Americas. Aug 7, 2018 · The Vanguard Global ex-U. Historically unappreciated by investors, multi-tenant business parks offer a number of characteristics and dynamics that make them attractive relative to traditional industrial real estate: Faster rent increases via shorter lease durations. 8-acre industrial property. MLG Capital opens 7th real estate investment fund. But there is another way to diversify one's commercial real estate investments'“by investing in a fund. Listed Property Funds, also known as Australian real estate investment trusts (A-REITs), provide investors with exposure to commercial property. Real Estate Fund : 0. Real Estate: Portfolio Style Aries Capital is a diversified, commercial real estate banking and investment firm. Nov 9, 2023 · There are three main types of real estate funds available to investors: Real estate mutual funds: Mutual funds (real estate-focused or otherwise) are professionally managed investment vehicles Jan 2, 2025 · Real estate mutual funds pool investors' money to invest in various real estate assets, such as commercial properties, residential developments and real estate investment trusts (REITs). Access to a well-calibrated investment thesis incorporating light industrial, bulk distribution and cold storage industrial sub-sectors with a strategic weight toward light industrial ; Decades of industrial experience embedded in a sector team that leverages local market knowledge from Nuveen’s 11 U. 4. Mar 7, 2023 · Institutional investors’ returns expectations for opportunistic real estate funds range from 8% to 10% when unlevered, and low teens when moderate leverage is employed, according to Raymond Partners’ real estate investment platform specializes in the acquisition, disposition, development of, and capital raising for office, industrial, and retail multi-tenant properties via multiple real estate and land investment funds. The profits created by a commercial real estate fund are contingent upon the properties owned by the fund, the methods utilized by the fund management, and Nov 7, 2024 · Real estate investment trusts (REITs) and private equity funds; Sample commercial real estate portfolio. What are the advantages of investing in a fund? Jan 30, 2024 · Low costs and a solid benchmark give this passive fund an edge over most other real estate funds. 3. healthcare, industrial and office) and other private Dec 30, 2024 · Including real estate debt funds in an investment strategy can lead to a more stable investment approach in the commercial real estate sector. Although the benefits, such as low risk and steady income, are attractive, investors should be aware of the downside, including capped returns and the potential impact of inflation. CRE Commercial Real Estate Income Fund. Our banking team specializes in arranging debt and equity capital for our commercial, multifamily and hospitality clients nationwide through deep-rooted relationships with Wall Street CMBS lenders, banks/credit unions, debt funds, family offices, insurance companies, and other institutional equity investors. Real Estate Index Fund (VGXRX, $23. Summary of Risk Factors. Read more from BizTimes. , the firm will provide equity and debt financing to commercial property owners struggling to sell or finance office, retail, multifamily and Artemis has raised over $10 billion of capital across core, core plus, value-add and opportunistic strategies. 6-acre Henderson, Nevada property that is part of a larger 25. View the latest ETF prices and news for better ETF investing. In other words we look at assets where we can force appreciation through fixing up the building, improving the financials, filling it up with good tenants and executing the business plan. Funds offered by Edmond de Rothschild REIM. Jun 7, 2022 · Accounting for more than 84% or €3. 31% annualized return over the past five years is higher than most real DRA Advisors is a real estate investment organization specializing in value-added investing. 50) is a better choice if you want strictly international exposure. We look for attractive opportunities which meet high requirements for the creditworthiness of tenants and the longevity of the lease contracts. Founded in 1993 by loan workout and property turnaround specialists, CrossHarbor is a long-standing, privately-owned investment and asset management firm focused exclusively on commercial real estate located within the United States. 4 trillion, non-listed real estate represents the largest share of the total real estate AUM. Bow River Capital, a Denver-based private alternative asset management company, announced today that its Real Estate Fund II sold Gateway Phase I, a 17. At Westbridge Funds Management, we specialise in providing high-quality commercial real estate investment funds which offer regular income returns as well as potential for capital growth. Equity Raith seeks to make thematic investments in assets with strong underlying growth characteristics and capitalize on property-specific or economic dislocations to generate Global Real Assets (GRA) has been active in the US since 1978. ) Limited Partnership, who is registered with the SEC as an investment adviser, or Sun Life Institutional Distributors (U. 6 days ago · The fund’s high-quality CRE investment universe includes Agency and non-Agency CMBS and commercial real estate collateralized loan obligations (CRE CLOs). Feb 28, 2025 · Dynamic Real Estate & Infrastructure Income Fund - RAF; FUND CODES . The firm makes equity and debt investments in real estate across the United States, with a focus on residential, industrial, seniors housing, medical outpatient, self-storage, hospitality, retail, and office. Combining the expertise of our experienced fund managers with our relationship-focused approach, we’ve been generating attractive returns for our investors Stonelake strategically acquires and develops industrial, multifamily and office properties and owns over $4. $90. Invesco Active U. See information on over 13K commercial real estate investment funds, connected with CoStar’s database of property records, listings, sale comps and contact data. In addition to different types of real estate, real estate investment trusts may offer diversification through owning assets in different geographic locations. The public and private real estate valuation gap is closing and could close further in 2025. 2. 5%. High inflation, rising interest rates, and ongoing financial market volatility have launched the real estate sector into a stress cycle marked by major dislocations in asset pricing and paralyzed capital markets activity. There are a wide range of institutional investors such as private equity funds, fund-less sponsor-like companies that manage real estate by leveraging their expertise utilizing third party institutional capital, developers, regional real estate firms, non-net lease publicly traded REITs (i. We are one of the largest global real estate investment managers with over 85+ years of real estate investing experience and $145B assets under management. P. (AREIT, "the Company," "we," or "us") is a diversified NAV REIT that seeks to invest in a diverse portfolio of real property. Not all property types are the same. e. Sep 3, 2024 · Investments in commercial real estate funds are similarly difficult to sell: Private real estate investment trusts (known as REITs) and other funds that own properties like apartment buildings ElmTree Funds: Driving Growth With Mission Critical Industrial Real Estate ElmTree’s investment strategy focuses on investing in single tenant, mission critical built-to-suit industrial assets leased on a long-term basis to credit-worthy tenants across the United States. FE LL DSC LL2; 1320: 1321 2: 1322 2: Dream Industrial Real Estate 2GR Equity is a private equity real estate investment firm based in Dallas/Fort Worth. In addition, certain commercial real estate funds may create profits via interest payments on loans granted to commercial real estate developers and owners, as well as dividends from REITs. This includes office buildings, industrial estates and shopping malls. CRE is typically classified into five main sectors: industrial, office, retail, multifamily, and Dec 16, 2022 · T he commercial real estate (CRE) market teeters on the precipice of the biggest downturn since the global financial crisis of 2008. We target deals where our unique knowledge, experience, and relationships create value for our Bow River Capital's Real Estate Fund II Sells Industrial Property in Henderson, NV. Mar 27, 2025 · This fund offers significant exposure to industrial real estate and has less volatility than the broader market. The underlying portfolio has been built up and managed over several decades, giving investors access to a wide range of high quality, prime assets that individually would be difficult and May 8, 2019 · REPE firms usually focus on commercial real estate – offices, industrial, retail, multifamily, and specialized properties like hotels – rather than residential real estate. For over 40 years, Equus has built a successful track record across multiple real estate funds, separate accounts, co-investments, and development projects which has earned the trust of our loyal investment partners. We provide a wide array of real estate investment management services to clients, including pension funds, public employee retirement systems, foundations, offshore and private investors. OPCI Edmond de Rothschild Immo Premium; European Industrial and Logistics Nov 5, 2024 · 1. ”) and, to a lesser extent, real estate debt investments, with a focus on current income. When it comes to investing in commercial real estate and office buildings, Exchange-Traded Funds (ETFs) offer a convenient and diversified approach. Funds. 2 billion fund it closed last year. 0 trillion) is allocated through the non-listed funds. Feb 28, 2025 · This fund provides a diversified investment into eight listed Real Estate Investment Trusts, who own and manage commercial property portfolios. retail, multifamily, and industrial sectors. We also manage Apollo Diversified Real Estate Fund, a real estate interval fund focused on active management across public and private real estate equity, debt funds and The Royal London UK Real Estate Fund (RLUKREF) provides the opportunity to invest immediately in a large, diversified portfolio of UK commercial property. Commercial Real Estate ETFs: Comparing REITs and Real Estate Funds. S Graham has spent over 40 years in the commercial real estate industry in Australia and the United Kingdom, with 20 years directly involved in the funds management of unlisted real estate funds. For more information about certain of the material risks and limitations associated with Clarion Partners’ investment advisory products, strategies and services, please see Clarion’s current Form ADV Part 2A brochure, which is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo PERE's top 100 private real estate investors list measures the amount of equity committed to commercial real estate through commingled funds, separate accounts and joint ventures, and direct property investments. Invesco Real Estate (IRE) has a decades-long track record of building global real estate investment programs and funds that benefit investors. Odyssey teams up with institutional real estate investment funds to acquire, develop, operate, improve and sell commercial properties. Loans for commercial real estate form the bedrock of any investment strategy. 9%: SPDR Dow Dec 28, 2022 · Real estate investment trusts are excellent investment choices for high-interest, potentially volatile markets, such as the one coming up in 2023. REITs are publicly traded entities that own and operate income-generating properties, while real estate funds pool investor capital to invest in a diversified portfolio Feb 26, 2024 · Opportunistic Funds Take Aim at Looming Commercial Real Estate Distress The strain of higher interest rates is creating sleepless nights for some commercial real estate owners and operators these days. One notable ETF in this space is the iShares U. Investors can build a diversified commercial real estate portfolio one deal at a time, investing in a variety of asset classes, geographies, risk profiles, and more. These ETFs can be a good way to invest in the commercial real estate sector, which has historically been a relatively stable and profitable investment. Our platform offers unparalleled geographic reach with deep sector expertise, providing investors access to institutional-quality commercial real estate. in 2022 at $356M). There are numerous industrial REITs listed on the FTSE Nareit US Real Estate Indexes available to invest in directly, or an individual can invest through REIT mutual funds or exchange-traded funds (ETFs). Noble Investment Group has purchased 25 hotels with a $1 billion fund it raised. Raith Capital Partners is a commercial real estate firm that targets optimal risk-adjusted returns in its investments across its equity and credit platforms. , real estate mandates are offered by BentallGreenOak (U. Dec 31, 2022 · Navigating the risks and opportunities of a diverse and nuanced asset class requires deep and varied experience. ZDR Investments real estate funds focus on investment in long-term leased commercial real estate. real estate office locations Find the top rated Real Estate Funds. and Europe investing in equity and debt strategies, as well as Non-traded Real Estate Investment Trusts (REITS) and Ares Commercial Real Estate Corporation (NYSE: ACRE), a publicly traded commercial mortgage May 16, 2024 · Securing Funds. CrossHarbor Capital Overview. Fundserv Prefix: DYN. $7. 63 1 Net Asset Value (NAV) Per Share Feb 12, 2024 · Artemis Real Estate Partners has been making moves, thanks to a $2. Adding equity partners expands the capital pool available for acquisitions and development: Leading fund manager in the space (closed Arden Qualified Opportunity Zone Fund, L. Real Estate ETF . According to Internal Revenue Service (IRS) rules, the bulk of a REIT’s income and assets must come from real estate and they must pay out 90% of their Aug 7, 2023 · Real Estate Investment Trusts (REITs) and real estate funds offer investors the opportunity to gain exposure to commercial real estate through professionally managed portfolios. His experience includes funds management, capital raising, asset management, investment sales, valuation and leasing across all commercial property sectors. Commercial real estate has a wide variety of asset types. Centuria Industrial REIT (ASX:CIP) offers investors a chance to invest in industrial property via a real estate investment trust (listed property trust). Right now this is especially true of industrial REITs. Here’s a summary: Positive Sectors: Residential and industrial real estate funds are expected to perform well, driven by strong demand for rental properties and logistics space. 2 billion of commercial real estate in Sunbelt Markets including Austin, Dallas, Houston, San Antonio, El Paso, Atlanta, Nashville, Phoenix, Orlando, Tampa, South Florida and Charlotte. Finding Investors for Commercial Real Estate Deals. DRA conducts its The Core fund will seek investment opportunities that offer a target internet rate of return of 8-13% and target average cash yield of 4%. Vanguard Real Estate Index Fund Admiral Shares (VGSLX) - Find objective, share price, performance, expense ratio, holding, and risk details. In the U. Tenant base increasing with broad economic recovery The Firm targets middle-market commercial real estate investments with local operating partners in the Western US and Texas. ) LLC, an SEC registered broker-dealer and How to Invest in Industrial REITs. The Value-Add fund will make investments that offer a target internal rate of return of 14-18% and average cash yield of 5. Use to diversify your portfolio, seek income, or express a sector view Direct funds or listed real estate investment trusts (REITs) often provide access to high quality commercial properties in diversified portfolios. If they do operate in residential real estate, the strategy is usually to buy, hold, and rent out homes to individuals (see: Blackstone). Brookfield-based real estate investor MLG Capital has launched its seventh fund in the firm’s series of diversified private real estate investment funds, with a goal to raise $400 million in equity. Mar 19, 2025 · Investment in real estate is speculative and involves significant risk. World-class partnership with the capacity to build best-in-class office buildings, one of India’s most sought-after real estate asset classes. REITs typically own multiple properties of one or more real Research stocks, ETFs, and mutual funds in the Real Estate Sector. Mar 31, 2025 · A strategy-driven exchange traded fund (ETF) that aims to offer investors exposure to global developed market companies that generate the significant amount of their revenue from real estate operations in the industrial sector. Feb 28, 2025 · Ares Real Estate Income Trust Inc. These Nov 3, 2023 · Looking for the best commercial real estate ETFs. Top 10 fund managers by total real estate AUM A membership to the Academy will give you instant access to all Break Into CRE courses on real estate financial modeling and analysis, access to our entire library of pre-built acquisition, development, and equity waterfall models for multifamily, office, retail, and industrial deals, and additional one-on-one, email-based career coaching Commercial Real Estate ETFs are a type of exchange-traded fund that tracks a basket of stocks of commercial real estate companies. Jan 13, 2025 · The Real Estate Select Sector SPDR Fund aims to deliver the returns of all of the real estate firms in the S&P 500. Mar 13, 2025 · INDS | A complete Pacer Industrial Real Estate ETF exchange traded fund overview by MarketWatch. The assets of a real estate investment trust can include commercial office buildings, industrial properties, retail shopping centres, hotels and/or leisure venues. 2GR invests with best in class sponsors who are experts in their respective markets and product type. The Fund may invest up to 20% of its assets outside the United States. micfuhiwaocadqrznfbmpexlttjjxgilumcocpllbiwffediqsshjawhixdubvofcfjstmnykxyssixpu