Library

Fund of Funds Fees Study

The fund of funds study includes an overview of the fee structures and fee levels of European non-listed real estate fund of funds. This document is for members only, please login if you cannot view all of the downloads below. INREV has conducted several studies on fees and terms, including the research publication below, as well as the management fees and terms.

Investor Universe Surveys are conducted by INREV to capture the size and composition of the European institutional non-listed real estate universe and the real estate strategies of institutional investors. Surveys from 2012 are available for Italy. A comparison study is also available bringing together information from these European countries. Snapshots are publicly available, while full reports are available for members only, please login if you cannot view all of the downloads below.

INREV's Fund Style Classification was created to provide the industry with a robust classification and a consistent basis to understand and compare risk in funds. It was first released in 2010 and updated in 2012.

The revised INREV Style Classification Report provides the non-listed real estate industry with a robust, enduring and workable style classification (Core, Value Added, Opportunity) for funds.

Glossary of terms used in INREV's Index Data Analysis Tool. This document is for members only, please login if you cannot view all of the downloads below.

Also view Global Pension Funds Landscape 2015

INREV's Annual Report and Financial Statements are available since 2009 and provide the Chairman's Report, Mission, History, Association Stucture, and describes INREV's platforms, committees, membership status, activities, and financial report.

This study examines management fees and costs. There are two parts to the study: the European part and the global comparison.

Europe

INREV's Management Fees and Terms study provides an overview of the fees, costs and total expense ratios (TERs) of European non-listed real estate funds. This part has been conducted on a regular basis (but not annually) since 2007.

Global Comparison

The Management Fees and Terms Global Comparison Study compares the fees and costs and, where applicable, total expense ratios (TERs) of non-listed real estate funds in Europe, Asia Pacific and the US. This part has been conducted on a regular basis (but not annually) since 2007. The global comparison has been conducted since 2010.

Investor Universe Surveys are conducted by INREV to capture the size and composition of the European institutional non-listed real estate universe and the real estate strategies of institutional investors. Surveys from 2011 are available for the  Sweden, France and Finland.

Investor Universe Surveys are conducted by INREV to capture the size and composition of the European institutional non-listed real estate universe and the real estate strategies of institutional investors. Surveys from 2010 are available for the UK, Germany and Netherlands.