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

Invesco Expands Access to Real Estate for Retirement Plans

Invesco Ltd., a leading global asset management firm, introduces the Invesco Core Plus Real Estate Trust, a collective investment trust (CIT) designed for defined contribution (DC) plans. This innovative trust aims to broaden access to private real estate investments through a daily valued structure specifically tailored for retirement portfolios. With this offering, Invesco seeks to provide participants in DC plans with exposure to core plus private real estate managed by Invesco Real Estate, while simultaneously incorporating passive U.S. REITs to enhance liquidity. According to Greg Jenkins, Managing Director of DC Solutions, the growing interest in private market strategies among retirement plan sponsors and participants underscores the need for such investment options, which have historically been underrepresented in DC portfolios.

This launch addresses a notable gap in the market, as less than 1% of defined contribution plans have allocated to private markets, a stark contrast to the more common practice in defined benefit plans. The Invesco Core Plus Real Estate Trust offers a scalable solution for plan sponsors, accommodating various plan types, including larger DC plans, pooled employer plans, target date funds, and managed account options. As Scott Dennis, Global Head of Private Markets, points out, this trust aligns institutional real estate capabilities with the long-term needs of DC investors, leveraging Invesco’s extensive expertise in the real estate sector. By integrating this type of investment into DC offerings, Invesco significantly enhances the available options for retirement savers.

Invesco's commitment to supporting plan sponsors extends beyond the trust itself, as the firm provides valuable research and educational resources to assist in evaluating private market strategies. Insights from their recent 2026 Defined Contribution Participant Pulse Survey reveal a considerable openness among participants, with over 85% expressing interest in private market investments. This data highlights the potential for growth and diversification within retirement portfolios, making the Invesco Core Plus Real Estate Trust a crucial development in the asset management industry.