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Financial Advisory  + Alternative Assets  + Real Estate  + RIAs & Financial Advisors  + Wealth Management  | 
Invesco Opens Core Plus Private Real Estate to DC Plans

Invesco Opens Core Plus Private Real Estate to DC Plans

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. 

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.