Reflx Pimco Real Estate Income Fund Details

The Reflx Pimco Real Estate Income Fund is a type of investment vehicle that allows you to diversify your portfolio.

This fund is designed to provide a regular income stream through investments in real estate, such as rental properties, mortgages, and other income-generating assets.

The fund's primary objective is to generate income for investors, rather than focusing on capital appreciation.

It's managed by Pimco, a well-established investment management firm with a long history of success.

For another approach, see: Pimco Strategic Income Fund

PIMCO has announced the launch of the PIMCO Flexible Real Estate Income Fund (REFLX), the firm's first real-estate-focused interval fund.

The fund will invest in public and private markets by seeking to harness the expertise and resources of PIMCO's $190 billion commercial real estate platform.

REFLX aims to provide current income and long-term capital appreciation.

The fund will be managed by a PIMCO investment committee comprised of six experienced professionals.

REFLX will have the flexibility to invest in four distinct quadrants of the commercial real estate markets: private equity, private real estate loans, public debt, and public equity.

The fund offers investors access to PIMCO's institutional quality private real estate platform with the ease of a registered fund.

REFLX is continuously offered, similar to a mutual fund, but investors can only sell their shares back to the fund on a quarterly basis through periodic repurchase offers.

On a similar theme: Pimco Commodity Real Return

REFLX has delivered a 0.6% return year-to-date, a notable achievement in a competitive market.

The 1-year return for REFLX stands at 8.6%, a significant increase from its YTD performance.

REFLX's performance is impressive, but it's essential to consider the broader category trends.

Here's a brief overview of REFLX's performance over different time periods:

REFLX's performance is particularly noteworthy in the 1-year timeframe, where it has outperformed other options with an 8.6% return.

REFLX PIMCO's return rankings are a key metric to consider when evaluating its performance.

In the Calendar Return Ranking, we can see that REFLX had a return of 0.9% in 2024 and 3.3% in 2023, but no data is available for the years 2022, 2021, or 2020.

Let's take a look at the actual numbers:

These returns are significant, and it's worth noting that the exact rankings within the category are not provided.

The ownership and insider information for PIMCO Flexible Real Estate Income Fund (REFLX) reveals some interesting details.

Insider trading is a significant aspect of the fund's ownership structure.

The 13D/13G History section provides a record of insider ownership and trading activity.

Insider holders have a substantial stake in the fund, with shares directly owned by the insider being a notable category.

Shares indirectly owned by the insider are also an important consideration.

Here's a breakdown of the insider holders' ownership: