Financial Return History

As of 03/31/17, Sarofim Realty Advisors has $2.1 billion in assets under management.  Following is our most recent value-add return history:

NOTE:  The above chart is not intended to be presented in accordance with the Global Investment Performance Standards (GIPS).  These returns are calculated as of March 31, 2017 utilizing the methodology prescribed by the NCREIF Real Estate Information Standards.  These returns include all investments, excluding hotels, made since 1992, are leveraged (reflecting loan-to-value levels of approximately 49%), and represent compound annual rates of return unadjusted for investment advisory fees.  Adjusting for actual fees reduces the one-, three- and five-year compound annual leveraged returns to 2.6%, 21.9%, and 26.7%, respectively. NCREIF returns are presented for comparison and are not leveraged.  Past performance may not be an indication of future results.



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