Invesco Ltd. announced the launch of the Invesco Core Plus Real Estate Trust, a collective investment trust (CIT) designed to give defined‑contribution (DC) plans access to private real‑estate investments through a daily‑valued structure, on February 26, 2026.
The new CIT offers a core‑plus real‑estate strategy that provides DC participants exposure to private‑market real‑estate assets that are typically illiquid and available only to institutional investors. By valuing the trust on a daily basis, Invesco aims to make private‑real‑estate exposure more liquid and accessible for plan sponsors and participants, addressing a long‑standing gap in DC plan allocations, which have historically accounted for less than 1% of private‑market exposure.
The launch expands Invesco’s private‑markets platform, which managed $131 billion in assets under management (AUM) as of December 31, 2025. It also complements the firm’s broader strategy of diversifying revenue streams beyond its traditional active equity and passive ETF offerings. Invesco has recently partnered with Barings for private credit and with LGT Capital Partners for multi‑alternative private‑markets solutions, positioning the new trust as a key component of its alternative‑investment suite.
Private real‑estate has become an increasingly attractive option for retirement plans, with a 2026 Defined Contribution Participant Pulse Survey indicating that over 85% of participants expressed interest in private‑market investments. The CIT’s daily‑valued structure is designed to mitigate the liquidity concerns that have historically limited private‑market allocations in 401(k) plans, making it a compelling option for sponsors seeking higher‑yield, lower‑correlation alternatives.
Invesco’s total AUM reached $2.2 trillion as of December 31, 2025, with its real‑estate division overseeing $84.2 billion at the end of the third quarter of 2025. The new trust is expected to attract new assets into the private‑markets platform, supporting the firm’s goal of growing this high‑margin segment and enhancing its competitive position against peers such as Goldman Sachs Asset Management and OneDigital.
Management highlighted the strategic importance of the launch. Greg Jenkins, Managing Director of DC Solutions, noted that private‑market strategies have gained attention among retirement plan sponsors and participants, and that the new trust offers a scalable way to incorporate core‑plus real‑estate into DC plans in alignment with long‑term retirement objectives. Scott Dennis, Global Head of Private Markets, emphasized that the trust introduces institutional real‑estate capabilities that support the long‑term needs of defined‑contribution investors and reflects Invesco’s commitment to expanding access to private markets for retirement plan participants.
The introduction of the Core Plus Real Estate Trust positions Invesco to capture growing demand for private‑market exposure in DC plans, potentially driving new assets into its alternative‑investment suite and reinforcing its strategy to diversify revenue streams beyond traditional equity and ETF products.
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