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Colony Capital launches quantitative REIT investment strategy
Fundraising - MARCH 18, 2019

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Colony Capital launches quantitative REIT investment strategy

by Andrea Zander

Colony Capital has launched the Colony Capital Fundamental U.S. Real Estate Index.

The Index is a rules-based (smart-beta) strategy that invests in the common stocks of REITs. The Index implements fundamental real estate investing principles drawn from Colony Capital’s 27 years of managing real estate investments for institutional investors, with a focus on risk mitigation.

Bill Hughes, portfolio manager and head of liquid strategies, Colony Capital, said, “The Index offers investors a differentiated approach to investing in liquid real estate securities, based on Colony’s core investing tenet — quality real estate assets, financed conservatively, will outperform over time.”

Colony Capital has partnered with Barclays Bank PLC to structure the Index and Barclays Index Administration performs the role of index sponsor, owner and administrator.

Additionally, during the fourth quarter 2018, the DoubleLine Colony Real Estate and Income Fund was la

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