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Invesco Launches Core Plus Real Estate Trust

Invesco Ltd., a prominent global asset management firm, has taken a significant step forward by introducing the Invesco Core Plus Real Estate Trust. This innovative collective investment trust (CIT) is designed specifically for defined contribution (DC) plans, providing participants unprecedented access to private real estate investments in a structure that supports daily valuation. This initiative aims to enhance retirement portfolios while catering to the growing demand for private market strategies among retirement plan sponsors.

Enhancing Retirement Portfolios

The establishment of the Core Plus Real Estate Trust is a landmark move, combining core plus private real estate assets managed by Invesco Real Estate with passive U.S. Real Estate Investment Trusts (REITs). This unique structure promotes liquidity and facilitates the efficient operation of defined contribution plans. By incorporating a scalable approach, this trust aligns with the long-term goals of retirement investors, bridging a notable gap that has traditionally existed in accessing private market strategies within DC plans. Greg Jenkins, Managing Director of DC Solutions at Invesco, underscores the importance of this launch, stating, "Private market strategies have gained attention among retirement plan sponsors and participants in recent years. The Invesco Core Plus Real Estate Trust provides a scalable way for sponsors and asset allocators to incorporate such strategies into DC plans."

Addressing the Need for Diversification

Historically, defined contribution plans have allocated less than 1% to private markets, according to recent industry studies. This presents a significant opportunity for enhancement, and private real estate can offer varied benefits for retirement portfolios, including improved risk-adjusted returns. Scott Dennis, Global Head of Private Markets at Invesco, highlights the importance of this initiative: "As one of the first dedicated core plus private real estate CITs, this trust introduces institutional-grade real estate capacities to meet the evolving needs of defined contribution investors."

The structure of the CIT promotes broader geographic and sector diversity, which is vital for investors looking to weather market fluctuations while aiming for long-term gains. With Invesco’s extensive real estate experience, the trust aims to deliver innovative strategies and streamlined access to private markets for retirement participants.

Support for Plan Sponsors

To support plan sponsors and retirement professionals more effectively, Invesco is pairing the launch of the Core Plus Trust with comprehensive educational resources and research aimed at simplifying the incorporation of private market strategies into defined contribution plans. Insights extracted from their 2026 Defined Contribution Participant Pulse Survey reveal that over 85% of participants are either highly interested or somewhat interested in seeing private investments integrated into their employer-sponsored retirement plans. Many participants express greater confidence when these investments arrive through professionally managed solutions like managed accounts or target date funds.

About Invesco

Invesco Private Markets, a global leader in private investments, boasts an impressive $131 billion in assets under management as of December 31, 2025. With over four decades of experience, the firm is committed to creating resilient portfolios and unlocking new opportunities through innovative investment strategies.

In addition, Invesco Real Estate holds a robust position in the real estate investment management sector, managing $84.2 billion in assets with a dedicated workforce of 605 employees scattered across 21 offices worldwide. The extensive groundwork laid by Invesco, backed by the launch of the new Core Plus Real Estate Trust, underlines their commitment to enhancing retirement investing and providing diverse asset exposure to DC plan participants. Through this strategic initiative, Invesco is poised to redefine how private market investments are approached in defined contribution retirement plans, paving the way for more aligned and effective long-term investment practices.