Invesco Ltd. has launched the Invesco Core Plus Real Estate Trust, a collective investment trust (CIT) designed to give defined contribution (DC) plans access to private real estate within a daily-valued structure tailored for retirement portfolios. 

The Trust provides exposure to core-plus private real estate managed by Invesco Real Estate, complemented by an allocation to passive U.S. REITs to support daily liquidity. Structured as a daily-valued CIT, the vehicle is built specifically for use inside professionally managed DC solutions, including target date funds and managed account portfolios. 

“Historically, these strategies in DC plans have been limited,” said Greg Jenkins, Managing Director of DC Solutions at Invesco. “The Invesco Core Plus Real Estate Trust offers sponsors and asset allocators a scalable way to incorporate core plus real estate into DC plans in alignment with long-term retirement objectives.” 

The CIT is trusteed and managed by Invesco Trust Company and sub-advised by Invesco Advisers, Inc. It is intended for a broad range of plan types and sizes, including large DC plans and pooled employer plans (PEPs), and can be integrated into custom or off-the-shelf target date funds as well as managed account solutions.