THE POWER OF PRIVATE REAL ESTATE. DEMOCRATIZED

A low-cost (40 basis point management fee), user-friendly index strategy that opens the door to a diversified portfolio of institutional quality properties


The IDR Core Property Index Fund LTD 

The first fund that seeks to closely track the NFI-ODCE X Index via a patented methodology   

As described in more detail below, the NCREIF Fund Index - Open End Diversified Core Equity (NFI-ODCE or ODCE for short, pronounced "odyssey") is an index that has been used for over 40 years to track the performance of high quality "core" real estate. The ODCE X is a version of the ODCE that excludes managers that cannot accept non-pensions investors. Today, the ODCE X covers more than 98% of the ODCE index.

Modern Investing Faces Modern Challenges

We believe private real estate (PRE) is a distinctive asset class positioned to help address many of the challenges prevalent in today's investment environment.

What is in the ODCE Index?*

0

Open-Ended Funds

0

Properties

$ 0 B

NFI-ODCE Index Gross Real Estate

0 %

Occupancy

0 %

Low Leverage

*as of Q3 2022

Core: The Strategy Behind the ODCE Index

Diversification throughout the U.S. with the four key types of institutional quality real estate

Multifamily

Pent-up housing demand in the U.S. drives the economics of apartments. The ability to raise rents with renewals or re-leasing makes multifamily a potential inflation hedge.

Retail

Retail properties range from grocery-anchored shopping centers to regional malls. Proactive owners can upgrade or re-purpose retail assets to enhance returns.

Industrial

Industrial properties include warehouses, distribution facilities and data centers. E-commerce and demand for fast shipping propel the economics of industrial real estate.

Office

Historically, offices provided stable income through longer lease terms. Post-Covid, agile office owners must adapt for hybrid, work-from-home employment.

Private Real Estate

HIGH FEES

NO LIQUIDITY

NO TRANSPARENCY

COMPLEX SUBSCRIPTION

The IDR Core Property Index Fund is built to help solve the most common objections to private real estate investing.

  • Index approach allows for lower fee structure
  • Fund intends to provide quarterly redemption opportunities*
  • Consistent reporting and full view of underlying investments
  • Simplified electronic subscription process with document automation and e-signature

 

*the Fund intends to offer to repurchase Common Shares on such terms as may be determined by its Board of Directors (the “Board”), in its sole discretion.  

Schedule a meeting today to discover how the IDR CORE PROPERTY INDEX FUND LTD  might improve your portfolio and investment outcomes

When Interests Align

Leveraging USAA Real Estate's private wealth division, IDR seeks to access resources and experience in marketing client services, which are essential to meet the needs of investment advisors

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USAA Real Estate is a premier investment firm with over $35B in AUM, with nearly four decades of experience serving institutional investors.

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A quantitative private real estate asset management firm established in 2006, IDR is  renowned as a pioneer in private real estate index investing and manages over $4.3B in AUM.

IDR IS A REGISTERED INVESTMENT ADVISOR AND SUBSIDIARY OF USAA REAL ESTATE

Registration as an investment advisor does not imply any specific level of skill or training.

Low-Cost Index Investing

IDR is a leader in low-cost index investing for private real estate.

Institutional Pedigree

IDR, a registered investment adviser and subsidiary of USAA Real Estate, provides institutional real estate investment opportunities to investment advisors and their clients.

Resource for Advisors

Leveraging the private wealth division of USAA Real Estate, IDR accesses resources and expertise in marketing and client services, essential to meet the needs of investment advisors.

Patented Innovation

As an innovator, IDR has developed a patented process to track the ODCE index.

Learn More

Schedule a meeting today to discover how the IDR CORE PROPERTY INDEX FUND LTD  might improve your portfolio and investment outcomes

Interested in learning more about private real estate? Let’s have a conversation.

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Phone: (833) 768-0622
Email: ODCE@usrealco.com