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Third Avenue Real Estate Value Instl TAREX

Analyst rating as of
NAV / 1-Day Return
23.45  /  0.04 %
Total Assets
502.8 Mil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
High
Longest Manager Tenure
10.37 years
Category
Global Real Estate
Investment Style
Mid Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.99%
Turnover
34%
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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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