Partners Group Thomson Reuters Private Real Estate Index shows outperformance of global private real estate investments
Press release
Baar-Zug, 10 June 2013
The latest results of the Partners Group Thomson Reuters Private Real Estate Index confirm global private real estate's sustained recovery, as the Partners Group Thomson Reuters Index posted its third consecutive calendar year of positive performance. On a three-year annualized basis, the surveyed private real estate strategies generated total returns of 9.5% per annum and were able to outperform both traditional stock and bond portfolios. The index is based on data contributed by 299 fund partnerships as of fourth quarter 2012, with data collected primarily through direct surveys.
Claude Angéloz, Partner and Co-Head Private Real Estate at Partners Group, commented, “The latest performance data from the Partners Group Thomson Reuters Private Real Estate Index continues to support the findings of our recent research flash ‘Private real estate: why a global approach outperforms.' The study found that in addition to geographic diversification, global approaches offer considerable long-term performance benefits. This belief is shared by many institutional investors as evidenced by their efforts to increase their exposure to global private real estate.”
Fund type | 1 yr | 3 yr | 10 yr |
Value-added | 8.0% | 13.0% | 0.1% |
Opportunistic | 5.3% | 7.5% | 6.4% |
All real estate | 6.3% | 9.5% | 3.7% |
Source: Partners Group Thomson Reuters Private Real Estate Index
1 yr horizon by fund type | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | Dec 2008 |
Value-added | 8.0% | 16.1% | 27.4% | -38.5% | -33.0% |
Opportunistic | 5.3% | 6.3% | 13.5% | -13.3% | -30.4% |
All real estate | 6.3% | 9.4% | 17.8% | -23.0% | -31.1% |
Source: Partners Group Thomson Reuters Private Real Estate Index
About Partners Group
Partners Group is a global private markets investment management firm with over EUR 28 billion in investment programs under management in private equity, private real estate, private infrastructure and private debt. The firm manages a broad range of customized portfolios for an international clientele of institutional investors. Partners Group is headquartered in Zug, Switzerland and has offices in San Francisco, New York, São Paulo, London, Guernsey, Paris, Luxembourg, Munich, Dubai, Singapore, Beijing, Seoul, Tokyo and Sydney. The firm employs over 600 people, is listed on the SIX Swiss Exchange (symbol: PGHN) with a market capitalization of over CHF 6 billion and a major ownership by its partners and employees.
Investor relations contact
Philip Sauer
Phone: +41 41 784 66 60
E-mail: [email protected]
Media relations contact
Dr. Anna Hollmann
Phone: +41 41 784 63 72
E-mail: [email protected]
Press release
Baar-Zug, 10 June 2013
The latest results of the Partners Group Thomson Reuters Private Real Estate Index confirm global private real estate's sustained recovery, as the Partners Group Thomson Reuters Index posted its third consecutive calendar year of positive performance. On a three-year annualized basis, the surveyed private real estate strategies generated total returns of 9.5% per annum and were able to outperform both traditional stock and bond portfolios. The index is based on data contributed by 299 fund partnerships as of fourth quarter 2012, with data collected primarily through direct surveys.
Claude Angéloz, Partner and Co-Head Private Real Estate at Partners Group, commented, “The latest performance data from the Partners Group Thomson Reuters Private Real Estate Index continues to support the findings of our recent research flash ‘Private real estate: why a global approach outperforms.' The study found that in addition to geographic diversification, global approaches offer considerable long-term performance benefits. This belief is shared by many institutional investors as evidenced by their efforts to increase their exposure to global private real estate.”
Fund type | 1 yr | 3 yr | 10 yr |
Value-added | 8.0% | 13.0% | 0.1% |
Opportunistic | 5.3% | 7.5% | 6.4% |
All real estate | 6.3% | 9.5% | 3.7% |
Source: Partners Group Thomson Reuters Private Real Estate Index
1 yr horizon by fund type | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | Dec 2008 |
Value-added | 8.0% | 16.1% | 27.4% | -38.5% | -33.0% |
Opportunistic | 5.3% | 6.3% | 13.5% | -13.3% | -30.4% |
All real estate | 6.3% | 9.4% | 17.8% | -23.0% | -31.1% |
Source: Partners Group Thomson Reuters Private Real Estate Index
About Partners Group
Partners Group is a global private markets investment management firm with over EUR 28 billion in investment programs under management in private equity, private real estate, private infrastructure and private debt. The firm manages a broad range of customized portfolios for an international clientele of institutional investors. Partners Group is headquartered in Zug, Switzerland and has offices in San Francisco, New York, São Paulo, London, Guernsey, Paris, Luxembourg, Munich, Dubai, Singapore, Beijing, Seoul, Tokyo and Sydney. The firm employs over 600 people, is listed on the SIX Swiss Exchange (symbol: PGHN) with a market capitalization of over CHF 6 billion and a major ownership by its partners and employees.
Investor relations contact
Philip Sauer
Phone: +41 41 784 66 60
E-mail: [email protected]
Media relations contact
Dr. Anna Hollmann
Phone: +41 41 784 63 72
E-mail: [email protected]