BREIX – Fund Analysis – Baron Real Estate Institutional | Morningstar

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Will BREIX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BREIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the BREIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of BREIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A nontraditional but successful approach to real estate investing.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Baron Real Estate’s unique approach leads to an eclectic portfolio, and its experienced and proven manager gives it an edge.

by Tony Thorn

Rated on Feb 23, 2024 Published on Feb 23, 2024

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