The All Funds Index total return hit negative territory posting a quarterly return of -0.60% in the second quarter of 2020, down from 0.05% recorded in the previous quarter, according to the results of the INREV Quarterly Index Q2 2020.
A questionnaire on the Impact of COVID-19 on Valuations supplemented the Q2 data collection.
Of the 176 funds that contributed to the questionnaire, 44.9% indicated that a Material Uncertainty clause, or similar provision, was applied to the Q2 data.
Key highlights of INREV Quarterly Index Q2 2020:
- The Q2 2020 is the weakest quarter since Q3 2009, displaying a -0.60% quarterly return
- Core funds outperformed value added funds with returns of -0.51% versus -1.93%, respectively
- Residential sector was the best performing among single sector strategies, despite falling from 2.97% to 1.19%
View detailed analysis via the Index Analysis Tool or download the report, Excel and snapshots below.
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INREV Quarterly Index
Last updated on 19 Nov 2024
The INREV Index is a performance index for European non-listed real estate funds investing 90% or more in Europe. The information for the quarterly goes back to Q2 2000. The Quarterly Index is published 8 weeks after the end of the quarter, and reports are available in PDF format. The reports cover the performance of non-listed funds in Euro, USD, GBP, JPY, AUD and in Local Currency and are available for members only, please login to download.