Annapolis, Md. (October 10, 2024) – Realterm, a leading independent global investment manager focused on the transportation industry, has been ranked #1 by PitchBook in its Annual Global Manager Performance Score under the “Real Estate Value-Add” category. This prestigious recognition places the Realterm Logistics Fund series at the top of 157 real estate value-add fund families that received performance scores.
PitchBook, the premier resource for comprehensive data, research, and insights spanning the global capital markets, employs a data-driven methodology to identify top-performing private capital fund strategies. Its Global Manager Performance Score League Tables leverage data on thousands of private funds and provide an objective, relative measure of a general partner’s performance track record.
“We are honored to receive this top ranking from PitchBook,” said Ed Brickley, Managing Director and Senior Fund Manager. “This recognition underscores the tireless work of our team, the strength of our fully integrated investment platform, and our unrivaled insight gained from 30 years of investing in the transportation-advantaged logistics sector globally. Our commitment to our investors and to the evolution of global transportation infrastructure remains unwavering.”
Realterm’s #1 ranking reflects the robustness of its investment approach in the competitive real estate value-add sector. The company continues to leverage its deep industry expertise and global network to identify and capitalize on unique opportunities in the transportation and logistics space.
Disclaimer:
Third-party rankings, awards listings and/or recognition by unaffiliated third-party rating services and/or publications should not be construed by an investor or prospective investor as a guarantee that they will experience a certain level of results. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Reference to an award is only one piece of information relevant to an evaluation of an investment adviser such as Realterm. Finally, these awards represent information as of a specific time period and may not reflect important information related to an evaluation of the investment adviser which has occurred prior to, or subsequent to, the award. Generally, but not always, ratings, rankings and recognition are based on information provided by Realterm. Realterm did not pay a fee to participate in the ranking and survey and is not affiliated with PitchBook.
Methodology:
PitchBook’s Global Manager Performance Score League Tables employ a data-driven methodology to identify top-performing private capital fund strategies. The rankings in the report were created using a proprietary methodology developed by PitchBook’s Quantitative Research team, with the goal of providing market participants with an objective, relative measure of a general partner’s performance track record. The Performance Scores are calculated by PitchBook at the fund family level and consider multiple funds across a strategy to provide a more holistic measure of manager performance than benchmarking a single fund. Fund families are scored from 0 to 100. A score of 50 is considered neutral, with the family neither underperforming nor outperforming its peer groups in aggregate. Across all strategies, top-quartile families have Scores of 58.3 or higher, and the top-decile Scores are 66.2 and above. To qualify for inclusion in this report, a manager’s fund family must have at least two funds that are five years or older and have recent performance data available from a 2011 vintage or later. The family must also have a fund with a vintage year of 2015 or later (regardless of available returns information) or have an open fund to ensure that the manager is still active. Details on Pitchbook’s methodologies used to calculate the Performance Scores can be found here: PitchBook_Manager_Performance_Scoring.pdf.
