About REIFX
The Third Avenue International Real Estate Value Fund Institutional Class is a mutual fund that focuses on investing in real estate and real estate-related equities outside the United States. Its primary purpose is to provide exposure to the global real estate sector, with a value-oriented approach that seeks to identify undervalued opportunities across developed and emerging markets. The fund invests in a diversified portfolio of mid-sized companies, holding a blend of growth and value stocks, with a significant emphasis on real estate developers, operators, and service providers. Key holdings often span various sectors within real estate, including commercial, residential, and storage properties, as well as related infrastructure. The fund is managed by a team experienced in navigating the complexities of global property markets and adheres to a disciplined investment process that incorporates both fundamental analysis and environmental, social, and governance (ESG) considerations. With a moderate expense ratio and an institutional share class structure, this fund caters to institutional investors seeking consistent exposure to international real estate trends and value opportunities.
Fund Family Third Avenue
Category Global Real Estate
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol REIFX
Share Class Institutional Class
Index FTSE EPRA Nareit Developed TR USD
REIFX had a total return of -1.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.60%.
