Institutional investors are increasingly using REITs as part of their portfolio completion strategies. Nareit’s series of case studies show how they are using REITs to achieve sector diversification, geographic diversification, and to capitalize on tactical opportunities.

Norges Bank Investment Management (NBIM)

NBIM manages Norway’s Government Pension Fund Global and oversees $1.7 trillion in assets under management (AUM), including approximately $58 billion in real estate. It invests 50% in REITs and 50% in private real estate to enhance diversification, access new and emerging property sectors, and optimize cost management.

Read the NBIM case study

Resolution Capital

Australia’s Resolution Capital worked with a European institutional investor to add global listed REITs to an existing private real estate portfolio. Integrating public and private real estate gave the investor greater liquidity, exposure to a broader range of sectors and geographies, and enable it to capitalize on valuation differences between public and private real estate.

Read the Resolution Capital case study 

LaSalle Securities

LaSalle Securities and a group of institutional investors, including a U.S. state pension plan, used REITs to complement private real estate portfolios that were concentrated in traditional property sectors. From the first quarter of 2018 through the first quarter of 2026, LaSalle’s actively managed completion strategy generated a cumulative total return of 162%, compared with 80% for the broader REIT index and 35% for the NFI-ODCE Index.

Read the LaSalle Securities case study 

Additional Institutional Investor Case Studies

These additional case studies show other sophisticated institutional investors are using REITs and private real estate to meet specific investment objectives.

="" th=""> Geographic
Diversification
Property Sector
Diversification
Tactical
U.S. State Pension Plan (LaSalle Client)Used
Global Alternative Wealth Manager (Hazelview Client)UsedUsed
Sovereign Wealth Fund (DigitalBridge Client)Used
MNUsedUsed
BouwinvestUsedUsed
Teacher Retirement System of Texas (TRS)Used
Norges Bank Investment Management (NBIM)UsedUsed
Australian Superannuation Fund (PGIM Client)Used
National Pension Service of Korea (NPS)Used
U.S. Healthcare System (LaSalle Securities Client)Used
Institutional Investor (CenterSquare Client)Used
Used Indicates how REITs are being used within each investor portfolio.