EQT Exeter Real Estate Income Trust

• Summary

  Targets essential real estate from warehouses vital to e-commerce, to life sciences labs developing tomorrow's medical breakthroughs and modern rental housing targeting high-growth, research-driven sub-markets.

• Category

  Growth and Income

  Type of fund

• Asset Class

  Real Estate

  Focus of this fund

• Fund Type

  Tender Offer

  Structure of this fund

• Treeview Rating

  

  Our overall rating of this fund

• Treeview Risk Rating

  Medium

  Our determination of this fund's risk

• Fund Research

  Open Fund Website

  Information published by fund manager

• Performance - Last Year

  3.1%

  Most recent four quarters

• Performance - Last 2 Years

  N/A

  Annualized over 24 months

• Performance - Last 3 Years

  N/A

  Annualized over 36 months

• Treeview Minimum

  25000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  2500

  Minimum investment without using an advisor

• Investor Level

  Any

  Minimum required investor sophistication

• Treeview Fee Discount

  1.25

  Annual fund expenses as a Treeview Capital client
  

• Fund Fees

  2.1

  Annual fund expenses without using an advisor

• Commission

  0

  Fee payable to Schwab to buy and sell

• Next Redemption Date

  July 30, 2026

  Approximate date when fund can next be sold

• Inception Date

  August 3, 2023

  Date fund was launched

• Ticker Symbol

  EQRT

  How to identify this interval fund

Ready to invest in this fund? Start your investment request.

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.