Survey: Real estate included in more retirement plan investment options

09/29/2010 |

The number of retirement and profit-sharing plans that offer commercial real estate as an investment option rose from 24.8% in 2008 to 33.4% in 2009, according to the Profit Sharing/401k Council of America. Also, target-date retirement funds are stepping up their allocations of real estate, says Kurt Walten, senior vice president of investment affairs and investor education for NAREIT. "It is notable that whereas as recently as 2005, a minority of target-date fund managers were investing in real estate, a 2009 study by investment consultants Callan Associates found 73 percent of target-date fund managers had a dedicated real estate allocation in their offerings," Walten said.

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