KKR Real Estate Select Trust
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
Treeview Rating
Our overall rating of this fund
Treeview Risk Rating
Medium
Our determination of this fund's risk
Fund Research
Open Fund WebsiteInformation published by fund manager
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
Investor Level
Any
Minimum required investor sophistication
Treeview Fee Discount
2.7
Annual fund expenses as a Treeview Capital client
Fund Fees
3.55
Annual fund expenses without using an advisor
Commission
24
Fee payable to Schwab to buy and sell
Next Redemption Date
October 2, 2026
Approximate date when fund can next be sold
Inception Date
July 2, 2020
Date fund was launched
Ticker Symbol
KRSTX
How to identify this interval fund
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.
