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Summary
- The TCW Global Real Estate Fund, I Share Class generated a return of +2.37% (net of fees) during the quarter, underperforming the S&P Global REIT Index gain of +4.50%.
- Our overweight exposure to Diversified Real Estate Activities contributed positively while the overweight in Telecom Tower REITs detracted from relative performance.
- Looking forward, we expect the equity market to remain data dependent, with investor atten…
Summary
- The TCW Global Real Estate Fund, I Share Class generated a return of +2.37% (net of fees) during the quarter, underperforming the S&P Global REIT Index gain of +4.50%.
- Our overweight exposure to Diversified Real Estate Activities contributed positively while the overweight in Telecom Tower REITs detracted from relative performance.
- Looking forward, we expect the equity market to remain data dependent, with investor attention increasingly focused on whether earnings growth in 2026 can sustain current valuation levels.
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Performance
The TCW Global Real Estate Fund, I Share Class (TGREX), (the “Fund”) generated a return of +2.37% (net of fees) during the quarter, underperforming the S&P Global REIT Index gain of +4.50%. Our overweight exposure to Diversified Real Estate Activities
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