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July 19, 2017

Griffin Institutional Access Real Estate Fund: Exposure, Access, Expertise.

july, 2017

19jul9:00 am10:00 amEvent OverGriffin Institutional Access Real Estate Fund: Exposure, Access, Expertise.

Time

(Wednesday) 9:00 am - 10:00 am

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

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On June 30th, Griffin Capital celebrated the third anniversary of Griffin Institutional Access Real Estate Fund (NASDAQ: GIREX, GCREX, GRIFX, GLREX, GMREX; the “Fund”).

With a three-year track record of positive performance and $1.7 billion in assets under management, the Fund’s strategy and objectives, as directed by the experienced Griffin Capital investment management team, have clearly found a receptive audience among investors.

“Over the past three years, we have utilized both quantitative and qualitative analysis to develop an optimal mix of private and public real estate securities to deliver on the Fund’s stated objective: Total return comprised of income and appreciation with moderate volatility and low correlation to the broad markets,” said Portfolio Manager, Randy I. Anderson, Ph.D., CRE.

From inception through May 31, 2017, the Fund has generated a total cumulative return of 23.07% and an annualized return of 7.38% with a Sharpe Ratio of 3.38, more than three times the Sharpe Ratio of the S&P 500 (0.90) over the same time period.

Performance Summary as of May 31, 2017

“We’re very proud of the performance the Griffin Institutional Access Real Estate Fund has posted over its first three years,” Dr. Anderson continued. “Amidst a macro economic backdrop that included terrorist attacks, “Brexit,” interest rate increases by the U.S. Federal Reserve and the change of presidential administrations, we posted positive returns in 12 out of 12 quarters since the Fund’s inception. Moving forward, the only certainty within the financial markets will be more uncertainty. As the markets continue to evolve, we will remain diligently focused on monitoring developments in fiscal policy reform and geo-political events, which may provide opportunities to mitigate risk and drive returns. We will continue our focus and work tirelessly to deliver strong-risk adjusted returns to our investors.”

Equity-like returns with bond-like risk is a difficult task to achieve; however, in utilizing the Griffin Institutional Access Real Estate Fund, South Coast has been able to do just that. Join us for an in depth discussion on the state of the real estate market in the United States and our outlook for this strategy moving forward.

Please RSVP to join us for breakfast on Wednesday, July 19th at 9:00 am.

july, 2017

19jul9:00 am10:00 amEvent OverGriffin Institutional Access Real Estate Fund: Exposure, Access, Expertise.

Time

(Wednesday) 9:00 am - 10:00 am

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

RSVP Now

  or  Register

RSVPing is closed at this time.

Can not make it to this event?Change my RSVP

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