Invesco Expands Private Markets Access for Defined Contribution Market with Launch of Core Plus Real Estate Collective Investment Trust
MWN-AI** Summary
Invesco Ltd. has announced the launch of the Invesco Core Plus Real Estate Trust, a new collective investment trust (CIT) specifically designed to enhance access to private real estate for defined contribution (DC) plans. This innovative structure aims to address a notable gap, as private market investments, particularly in real estate, have historically constituted less than 1% of allocations within DC plans.
The Invesco Core Plus Real Estate Trust provides investors with exposure to core plus private real estate managed by Invesco Real Estate, supplemented by passive U.S. REITs for daily liquidity. This daily valued CIT enables seamless integration within various retirement portfolios and long-term strategic allocations, aligning with the increasing interest in private market strategies among retirement plan sponsors and participants. Greg Jenkins, Managing Director of DC Solutions at Invesco, highlighted the Trust’s role in offering sponsor and asset allocators a scalable solution to incorporate private real estate into their plans.
The CIT is intended for exclusive use within professionally managed solutions like target date funds and managed accounts, making it adaptable for various plan types and sizes, including large DC plans and pooled employer plans (PEPs). Additionally, the ability to access private markets through managed solutions is appealing; over 85% of DC participants expressed interest in having private market investments as part of their employer-sponsored retirement plans.
Invesco's extensive infrastructure in private markets, which manages $131 billion in assets, positions it well to leverage this new offering, reinforcing the firm's commitment to broadening access to alternative investments for retirement participants. This development marks a significant step towards integrating institutional-quality real estate investments into the DC market, thereby meeting evolving investor needs and promoting portfolio resilience.
MWN-AI** Analysis
Invesco's recent launch of the Core Plus Real Estate Collective Investment Trust (CIT) presents a pivotal opportunity for defined contribution (DC) plan sponsors and investors. Historically, private market investments, particularly real estate, have been underrepresented in DC plans, with allocations often less than 1%. Invesco's initiative aims to bridge this gap, allowing plan participants to incorporate these lower-correlated assets into their portfolios, which may enhance overall returns and diversification.
The Core Plus Real Estate Trust is designed not just as a collective investment vehicle but as a strategic asset that can align with retirement objectives by offering exposure to core plus private real estate. This can be particularly appealing against the backdrop of rising interest rates, which have pressured traditional equities and fixed income. By also including allocations to passive U.S. Real Estate Investment Trusts (REITs), this strategy addresses liquidity concerns — a significant consideration for DC plans.
Investors should view this CIT as an attractive addition to their investment toolkit, especially given that over 85% of participants expressed interest in private market investments. The structured approach allows for daily liquidity while maintaining exposure to institutional-grade real estate, thereby enhancing the robustness of retirement portfolios.
Given the complexities of private market investments, Invesco’s provision of educational resources and support for plan sponsors is beneficial. As retirement professionals evaluate the integration of such strategies, it’s critical to assess individual plan demographics and investment horizons to ensure alignment with participants' long-term goals.
Overall, incorporating the Invesco Core Plus Real Estate Trust into DC plans may not only provide potential risk-adjusted returns but also allow investors to capitalize on a burgeoning asset class that has historically delivered consistent income and appreciation. Hence, plan sponsors should consider this launch seriously when re-evaluating their investment strategies.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
PR Newswire
ATLANTA, Feb. 26, 2026 /PRNewswire/ -- Invesco Ltd., a leading global asset management firm, today announced the launch of the Invesco Core Plus Real Estate Trust, a collective investment trust (CIT) exclusively designed to provide defined contribution (DC) plans access to private real estate through a daily valued structure purpose-built for retirement portfolios.
The Invesco Core Plus Real Estate Trust is designed to provide exposure to core plus private real estate managed by Invesco Real Estate, complemented by an allocation to passive U.S. REITs to support daily liquidity. The Trust is structured as a daily valued CIT, enabling efficient implementation within defined contribution plans while supporting long-term strategic allocations within retirement portfolios.
"Private market strategies have gained attention among retirement plan sponsors and participants in recent years," said Greg Jenkins, Managing Director of DC Solutions, Invesco. "Historically, these strategies in DC plans have been limited. The Invesco Core Plus Real Estate Trust offers sponsors and asset allocators a scalable way to incorporate core plus real estate into DC plans in alignment with long-term retirement objectives."
The Invesco Core Plus Real Estate Trust is trusteed and managed by Invesco Trust Company and sub-advised by Invesco Advisers, Inc. The CIT is intended for use exclusively within professionally managed DC solutions, such as target date funds and managed account portfolios. It is designed for a broad range of plan types and sizes, including large DC plans and pooled employer plans (PEPs) with custom target date funds, off-the-shelf target date fund providers, and managed account solutions.
Expanding Access to Private Markets
Private markets, including real estate, have long been used in defined benefit plans, yet defined contribution plans allocate less than 1% to the category, according to industry surveys1. Private real estate can offer several potential benefits for retirement portfolios. A core plus real estate approach further expands the opportunity set through broader geographic and sector diversification.
"As one of the first dedicated core plus private real estate CITs, the Trust introduces institutional real estate capabilities that support the long?term needs of defined contribution investors," said Scott Dennis, Global Head of Private Markets, Invesco. "Drawing on our decades of real estate expertise, the CIT reflects our ongoing commitment to expanding access to private markets for retirement plan participants."
Supporting Plan Sponsors
Invesco supports plan sponsors and retirement professionals with research and educational resources designed to help them evaluate how private market strategies may be thoughtfully incorporated into defined contribution plans. Insights from Invesco's 2026 Defined Contribution Participant Pulse Survey show that more than 85% of participants are either definitely or maybe interested in having private market investments included in their employer-sponsored retirement plan, with a majority indicating greater comfort when access is provided through professionally managed solutions such as managed accounts or target date funds.
About Invesco Private Markets
Invesco Private Markets is a global leader in private real estate, private credit, and alternative investment solutions, helping investors create resilient portfolios and unlock new opportunities. With more than four decades of experience, the platform delivers innovative strategies, streamlined access, and investor education for wealth management, retirement, and institutional clients. Invesco Private Markets manages $131 billion in AUM as of December 31, 2025.
About Invesco Real Estate
Invesco Real Estate is a global leader in the real estate investment management business with $84.2 billion in real estate assets under management, 605 employees and 21 regional offices across the U.S., Europe and Asia Pacific as of September 30, 2025. With over a 40-year history, Invesco Real Estate, part of Invesco Private Markets, invests across the risk return spectrum, from core to opportunistic; in equity and debt; listed and direct; locally and globally. Invesco Real Estate is a business name of Invesco Advisers, Inc., an indirect, wholly owned subsidiary of Invesco Ltd.
About Invesco Trust Company
Invesco Trust Company, a wholly owned subsidiary of Invesco Ltd., is a Texas state-chartered trust company serving as trustee to a suite of collective investment trusts with over $89 billion in assets invested across 80 group trusts funds. Invesco Trust company launched its first fund in 1987.
About Invesco Ltd.
Invesco Ltd. is one of the world's leading asset management firms serving clients in more than 120 countries. With US$2.2 trillion in assets under management as of Dec. 31, 2025, we deliver a comprehensive range of investment capabilities across public, private, active, and passive. Our collaborative mindset, breadth of solutions and global scale mean we're well positioned to help retail and institutional investors rethink challenges and find new possibilities for success. For more information, visit www.invesco.com.
1 Source: The Callan Index, September 30, 2025
Contact: | Matthew Chisum | 212-652-4368 | |
Brianna Stokes | 212-323-4588 |
SOURCE Invesco Ltd.
FAQ**
How does Invesco Ltd IVZ plan to differentiate its Core Plus Real Estate Trust from other investment options available within defined contribution plans, and what unique advantages does it offer to retirement investors?
Given the historical low allocation of private markets in defined contribution plans, what specific strategies will Invesco Ltd IVZ implement to educate plan sponsors about the benefits of the Core Plus Real Estate Trust?
Invesco Ltd IVZ’s Core Plus Real Estate Trust combines private real estate with U.S. REITs for liquidity; how does this structure enhance the overall risk-return profile for participants in retirement portfolios?
Can you elaborate on the expected impact of the Invesco Core Plus Real Estate Trust on plan demographics, particularly in terms of participation from younger employees in defined contribution plans managed by Invesco Ltd IVZ?
**MWN-AI FAQ is based on asking OpenAI questions about Invesco Ltd (NYSE: IVZ).
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