Neuberger Berman Real Estate's balanced, flexible strategy has continued to do well in the up-and-down REIT market of the past few years. The I and R6 shares earn a Morningstar Analyst Rating of Bronze, while the more expensive shares only earn a Neutral rating.
Will NBRFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBRFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NBRFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NBRFX’s parent organization’s priorities and whether they’re in line with investors’ interests.