Real estate interval funds are a popular option for investors seeking income and capital appreciation. Many real estate interval funds follow a fund of funds strategy, and offer retail investors the opportunity to invest in private real estate funds normally reserved for large institutional investors. In addition, some funds follow unique strategies focused on single family homes, mortgages, or churches. Several real estate funds have raised over $1 billion in capital, while delivering steady returns to investors. Interval funds also work well for investors looking for a liquidity compromise between publicly listed REITs and non-traded REITs. Some analysts have highlighted interval funds as a step in the evolution of real estate investing.
List of Real Estate Interval Funds
| wdt_ID | Fund | Tickers | Manager | Net Assets(MRQ) | Management Fee | Total Return(2019) |
|---|---|---|---|---|---|---|
| 1 | Bluerock Total Income (plus) RE Fund | TIPRX,TIPPX,TIPWX,TIPLX | Bluerock Fund Advisor, LLC | 2,067,042,917 | Premium | Premium |
| 2 | Equalize Community Development Fund | EQCDX. | Equalize Capital LLC | 57,376,547 | Premium | Premium |
| 3 | Broadstone Real Estate Access Fund | BDWX, BDREX | Broadstone Asset Management, LLC | 49,423,828 | Premium | Premium |
| 4 | Griffin Institutional Access Real Estate Fund | GIREX, GCREX,GRIFX,GMREX, GLREX | Griffin Capital Advisor, LLC | 2,147,483,647 | Premium | Premium |
| 5 | Nexpoint Real Estate Strategies Fund | NRSAX,NRSCX,NRSZX | NexPoint Advisors, LP | 18,885,310 | Premium | Premium |
| 6 | Predex | PRDEX, PTDEX, PWDEX | Predex Capital Management | 213,695,685 | Premium | Premium |
| 7 | Resource Real Estate Diversified Income Fund | RREDX, CRREX, DRREX, IRREX, LRREX, RRETX, URREX, WRREX | Resource Real Estate, Inc. | 350,900,951 | Premium | Premium |
| 8 | Stone Ridge Residential Real Estate Income Fund I, Inc. | HOMEX | Stone Ridge Asset Management LLC | 0 | Premium | Premium |
| 9 | Thrivent Church Loan & Income Fund | XCLIX | Thrivent Asset Management, LLC | 17,321,090 | Premium | Premium |
| 10 | USQ Core Real Estate Fund | USQIX, USQSX | Union Square Capital Partners, LLC | 35,812,903 | Premium | Premium |
| 11 | Versus Cap Multi-Manager Real Estate Income Fund | VCMIX | Versus Capital Advisors LLC | 2,147,483,647 | Premium | Premium |
| Fund | Tickers | Manager | Net Assets(MRQ) | Management Fee | Total Return(2019) |