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Third Avenue Real Estate Value Instl TAREX

Analyst rating as of
NAV / 1-Day Return
20.64  /  1.76 %
Total Assets
321.2 Mil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
High
Longest Manager Tenure
12.23 years
Category
Global Real Estate
Investment Style
Mid Blend
Min. Initial Investment
10,000
Status
Open
TTM Yield
0.69%
Turnover
9%

Morningstar’s Fund Analysis TAREX

Will TAREX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A unique approach to global real estate investing.

Senior Analyst

Summary

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Third Avenue Real Estate Value benefits from its veteran management team that is steeped in the firm’s contrarian, value-oriented investment philosophy. The managers’ experience and consistent execution of this unique global real estate mandate underpins the strategy’s Morningstar Analyst Rating of Bronze across all share classes.

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