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Third Avenue Real Estate Value Instl TAREX

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Morningstar’s Analysis

Will TAREX outperform in future?

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

It has been a bumpy ride.

Senior Analyst

Summary

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The flexibility to invest across the capital structure gives Third Avenue Real Estate Value an edge compared with peers. The strategy’s time-tested process and experienced comanagers inspire confidence, resulting in a retained Morningstar Analyst Rating of Bronze across all share classes.

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