Real estate fund redemptions hit $16.5 billion, sole negative S&P 500 sector YTD.

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Real-estate fund redemptions are on the rise. Industrywide, redemptions from real-estate funds are expected to reach $16.5 billion this year, while new fundraising has dwindled to $5.7 billion1. This trend is significant for a market that totals $90 billion. One major catalyst behind this surge in redemptions is Starwood Capital Group, which has significantly tightened restrictions on investor withdrawals from its fund. Additionally, Blackstone Inc. recently limited withdrawals from its $69 billion unlisted real estate income trust (REIT) due to a surge in redemption requests. The real estate sector’s performance has been challenging, making it the sole negative sector in the S&P 500 year-to-date.


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