NAREIT Investor Outreach Holds 138 Meetings in Third Quarter

During the third quarter of 2015, NAREIT conducted 138 meetings with many of the United States’ largest and most influential investment organizations. Collectively, these entities represent close to $9 trillion in assets under management or advisement.

The 138 meetings included:

  • 28 with prominent domestic and international pension, retirement and sovereign wealth funds representing  more than $2.1 trillion in assets;
  • 21 with investment consultants with assets under advisement of more than $2.5 trillion;
  • 55 with investment managers representing close to $4.4 trillion of assets under management through global and domestic products for the institutional and retail investor markets; and
  • 34 meetings with other organizations and associations active in the investment management and retirement industry.

A focus for many of the meetings continues to be research that NAREIT sponsored with Wilshire Associates on the role of U.S. REITs and global listed real estate securities within target-date funds. These are the most rapidly growing investment products in most 401(k) accounts and other tax-advantaged savings plans within the $7 trillion defined contribution (DC) market.

The investment managers with whom NAREIT have met this year to date collectively control more than 66 percent of target-date fund assets. Of the 180 meetings with managers so far in 2015, 29 have been with organizations among the top 25 firms with respect to target-date fund assets under management.

NAREIT also participated in 10 institutional investment and retirement industry conferences during the third quarter of the year, participating as a speaker, board member, or exhibitor at four of these events.

 

(Contact:  Kurt Walten at kwalten@nareit.com)

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