About QREARX
The TIAA Real Estate Account is a variable annuity investment option that seeks to generate favorable total returns primarily through rental income and appreciation from a diversified portfolio of directly held, private real estate investments and real estate-related assets, while providing investors with guaranteed daily liquidity. It targets 75% to 85% of its net assets in direct ownership interests in income-producing properties across primary sectors like office, industrial, multi-family, and retail, as well as alternative sectors such as self-storage, data centers, life sciences, medical offices, senior and student housing, often through joint ventures. The remaining 15% to 25% is allocated to liquid fixed-income investments, including U.S. Treasury securities, government agency bonds, reverse repurchase agreements, and other short-term instruments to ensure liquidity and manage redemptions. With approximately $22.7 billion in net assets as of September 30, 2025, the Account emphasizes geographic and property-type diversification, maintains a conservative loan-to-value ratio below 30%, and limits foreign investments to under 10%. Designed for retirement plans, it offers direct real estate exposure typically reserved for institutional investors, aiding portfolio diversification beyond stocks and bonds with potential for lifetime income conversion.
Fund Family TIAA
Category Unclassified
Stock Exchange Nasdaq
Ticker Symbol QREARX
QREARX had a total return of 6.82% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.77%.
