Private real estate's value is in how it moves, differently.
Durable income
Contractual cash flow that adjusts alongside inflation.
Total return
Bond-like income and equity-like growth from a single allocation.
Lower volatility
Shifting 10% of the 60/40 to private real estate lowers volatility every quarter.
Based on historical analysis. Not indicative of future results.
Portfolio Allocation Calculator
Loading calculator
Risk Performance: Measures how much return is generated for each unit of risk taken, reflecting how well an investment performed relative to its volatility (as measured by standard deviation).
Risk Difference Percentage: Shows how much more or less risk an investment takes on relative to a reference portfolio, expressed as the percentage difference in volatility from the baseline shown in the chart.
REGARDING THE PORTFOLIO ALLOCATION CALCULATOR
This portfolio allocation tool (the "Tool") is for informational and educational purposes only. It is designed to illustrate hypothetical investment scenarios based on sample portfolios, industries, and indexes. The outputs generated by the Tool are not investment advice and should not be relied upon as a recommendation to buy, sell, or hold any security or to pursue any investment strategy.
The calculation is based on 3-year rolling periods as of Q2 2025 with asset class performance represented by Stocks (S&P 500), Bonds (U.S. Agg Bond Index), PRE (NFI-ODCE Index).
Key Disclosures:
Hypothetical Results Only The Tool generates simulated results based on historical data, assumptions, and forward-looking models. These scenarios do not represent actual performance and are not guarantees of future outcomes.
Not Personalized Advice This Tool does not consider your individual objectives, financial situation, or risk tolerance. You should consult a qualified financial adviser before making investment decisions.
Investment Risk All investments involve risk, including the loss of principal. Past performance is not indicative of future results. Markets can change unexpectedly, and no tool can fully predict future behavior.
Data Limitations The Tool may rely on third-party data that may not be current or accurate. No warranty is given as to the accuracy, completeness, or reliability of the information used.
No Fiduciary Relationship Your use of this Tool does not create an investment adviser or fiduciary relationship. This Tool is not offered under any investment advisory agreement or relationship.
By using this Tool, you acknowledge and agree that you are solely responsible for any investment decisions you make, and that this Tool is provided as is without warranties of any kind. Use of the Tool may be subject to additional legal and regulatory limitations depending on your jurisdiction.
You already use index funds everywhere else.
Public equities
S&P 500
The benchmark for US stocks
Fixed income
Bloomberg Agg
The benchmark for US bonds
Private real estate
NFI-ODCE
The benchmark for institutional private real estate
NFI-ODCE Index, your benchmark for private real estate.
25 core institutional funds, from names you already know.
3,800+ prime properties across the country, spanning every major property type.
OFFICEInternational Place - Boston, MA
INDUSTRIALSkyline Commerce Center - Salt Lake City, UT
RESIDENTIALOptima Sonoran Village - Scottsdale, AZ
OFFICEMerck Life Campus - San Diego, CA
RESIDENTIALBlu27 - Miami. FL
ODCEX is the only index fund for private real estate.
Diversification and performance you expect. Runs on the same patented indexing process as its $10B+ AUM institutional sister fund.
Available with point-and-click purchase on all major custodians: Schwab, Fidelity, Pershing and others.
$2,500 minimum, no subscription documents, and open to all investors. Available for daily purchase with quarterly redemption opportunities.
Replicating the same exposure requires roughly $150 million to meet all underlying fund minimums.
