Resources
Performance Benchmarks
TREC - Overall returns exceed below benchmarks. Enquire directly for more information.
TSX - REIT Index - December 31, 2022
The benchmark publicly-traded Canadian Real Estate Investment Trust (REIT) index
10 Years - January 1, 2013 to December 31, 2022
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Simple Return - 6%
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Annualized Return - 5%
MSCI/RealPac Canada Annual Property Index - March 2023
Private, institutional-owned, commercial real estate. Approximately 2,400 privately owned properties with a value of $175 billion.
It should be noted that, unlike most other indexes, real estate or otherwise, these are unleveraged returns.
10 Years - April 1, 2013 to March 31, 2023
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Simple Return - 8%
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Annualized Return - 6%
TSX - Composite Index - December 31, 2022
The benchmark Canadian index, representing roughly 70% of the total Toronto Stock Exchange (previously TSE 300)
10 Years - January 1, 2013 to December 31, 2022
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Simple Return - 11%
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Annualized Return - 8%
Surveys - Commercial Real Estate as Part of High-Net-Worth-Individual ($1mm+) and Family Office ($50mm+) Portfolios
The below surveys show how affluent private investors, defined as those with over $1mm in investable assets (excluding personal residence), allocate and use real estate to diversify their investment portfolios.
Summary: The average allocation of High-Net-Worth-Individuals to investment in real estate over the past five years, was 15%
High-Net-Worth Individuals: Those with investable assets of USD 1 million or more, excluding primary residence, collectibles, consumables, and consumer durables.
* 3,171 High Net Worth Investors surveyed.
Net Worth Bands:
11% - $1mm to $5mm
34% - $5mm to $30mm
55% - $30mm+
Summary: The average real estate allocation of surveyed Family Offices, defined as wealth management firms managing over $50mm on behalf of an affluent family, in 2021 was 24%.