08/06/2015

In July, NAREIT’s Investor Outreach team met with 35 global investment organizations controlling more than $1.7 trillion in institutional investment assets. The meetings included 10 with U.S. and foreign pension and endowment plans, nine with investment consultants, five with investment managers, and 11 with organizations and associations active in supporting the global pension and retirement industry.

The outreach meetings with investment organizations provide opportunities to influence REIT allocations within the broad asset allocation products sold through multiple channels, including through institutional defined contribution (DC) plan provider platforms as well as through firms whose products are distributed through financial advisor networks.

Eight of the meetings with investment firms during July were with organizations active in both the $7.2 trillion DC and $7.4 trillion IRA markets. NAREIT’s meetings and ongoing relationships with these firms provide the opportunity to influence two-thirds of the entire $22.4 trillion retirement market.

(Contact: Abby McCarthy at amccarthy@nareit.com)

 

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