KKR Real Estate Select Trust

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  Invests across high-quality real estate equity and credit, seeking to deliver tax-efficient yield with appreciation potential and inflation-hedging qualities to income-oriented investors. KKR has agreed to cancel up to 7.7 million of KAA-owned KREST shares to support up to a $27/share price for KREST shareholders in June 2027, which may help to mitigate potential near-term share price volatility while preserving access to KREST’s tax-efficient dividend.

• Category

  Growth and Income

  Type of fund

• Asset Class

  Real Estate

  Focus of this fund

• Fund Type

  Interval

  Structure of this fund

• Performance - Last Year

  1.6%

  Most recent four quarters

• Performance - Last 2 Years

  0.4%

  Annualized over 24 months

• Performance - Last 3 Years

  -1.9%

  Annualized over 36 months

• Treeview Minimum

  5000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  1000000

  Minimum investment without using an advisor

• Expense Fee Discount

  23.9

  Annual fund expense savings as a Treeview Capital client

• Fund Research

  Open Fund Website

  Information published by fund manager

Important Information: Performance figures are updated quarterly and sourced from third-party providers. Returns for the 2 year and 3 year periods are annualized to reflect average yearly growth. Performance is net of the Treeview Capital investment advisory fee. Past performance is not a guarantee of future results and all investments involve risk of loss.