Invesco Launches Core Plus Real Estate Trust for Enhanced Retirement Investment Solutions

Invesco Launches Innovative Real Estate Trust for Retirement Plans

Invesco Ltd. takes a significant step in the realm of retirement investment solutions with the launch of the Invesco Core Plus Real Estate Trust, a collective investment trust (CIT) specifically designed for defined contribution (DC) plans. This novel offering provides retirement portfolio managers a structured entry point into private real estate investments, which have generally been hard to access in these types of plans. The CIT targets core plus private real estate, while ensuring adequate daily liquidity through an allocation to passive U.S. Real Estate Investment Trusts (REITs). Greg Jenkins, Managing Director of DC Solutions at Invesco, highlights that, despite increasing interest among retirement plan sponsors and participants, investments in private markets within DC plans have traditionally been sparse, often falling below 1%.

The Invesco Core Plus Real Estate Trust is unique in its scalability, making it suitable for various plan types, including large DC plans, pooled employer plans (PEPs), target date funds, and managed account solutions. This trust not only opens the door for participants to gain exposure to the potential benefits of core plus real estate investment but also aligns well with long-term retirement goals, according to Scott Dennis, Global Head of Private Markets at Invesco. The firm combines its extensive real estate management expertise to support this innovative solution and address the increasing demand for institutional-quality real estate within retirement portfolios.

Moreover, Invesco is committed to aiding plan sponsors in evaluating the integration of private market strategies into DC plans. The company provides valuable resources and research support, as evidenced by insights from their 2026 Defined Contribution Participant Pulse Survey, revealing that over 85% of surveyed participants are amenable to private market investments. This data underscores the growing appetite for diverse investment opportunities within the retirement market, further solidifying the importance of the Invesco Core Plus Real Estate Trust's role in modern DC plans.

In promoting this trust, Invesco positions itself as an industry leader in delivering innovative solutions that meet evolving investor needs in the retirement landscape. The launch not only signifies a strategic expansion into private real estate but also reinforces the firm’s dedication to enhancing retirement outcomes for a wider array of participants.