USQ Core Real Estate Fund
Access to high-quality private real estate
Why invest in the USQ Core Real Estate Fund?
The USQ Core Real Estate Fund is a continuously offered closed-end interval fund that provides investors with access to institutional private real estate by investing in a strategic blend of NCREIF Fund Index - Open-End Diversified Core Equity (NFI-ODCE)* constituents and select institutional investment vehicles outside of the index. We've carefully selected only investments that focus on "core" private equity real estate, utilizing low leverage and investing primarily in stable U.S. operating properties with high occupancy rates, leased to tenants with high credit ratings. The result is a strong portfolio diversifier that aims to achieve compelling long-term returns.
-
Access. The Fund seeks to provide both current income and capital appreciation through access to carefully selected private real estate investments.
-
Low correlation.* Diversification benefits may be obtained when private real estate is added to a traditional equity/bond portfolio.
-
Ease of use. Quick, uncomplicated access with daily purchases, no accreditation, no sub docs, and 1099 tax reporting.
-
Moderate volatility. The underlying private real estate investments concentrate on commercial properties with low leverage and high occupancy, and which are generally leased to credit tenants.
-
Tax efficiency. The real estate industry has long enjoyed uniquely favorable tax treatment through depreciation and other deductions.
The USQ Core Real Estate Fund's primary investment objective is to generate a return comprised of both current income and long-term capital appreciation with moderate volatility and low correlation to the broader markets.
Get our quarterly fact sheet and market review
More information
Meet the investment team
-
Thomas Miller
Managing Director
USQ Interval FundsKennett Square, PA
Tom Miller is Chief Executive Officer and Chief Investment Officer of Union Square Capital Partners, with a current focus in USQ's interval fund strategies. -
Have questions or want more information?
Send us a message.
*Definitions
Correlation is a statistic that measures the extent to which two asset classes (or securities) move in relation to each other. Two asset classes that have a high correlation move in the same direction as markets rise and fall. Two asset classes with negative or inverse correlation move in opposite directions as markets rise and fall. The closer the correlation statistic between two asset classes is to zero, the more independently the asset classes move with respect to each other.
One cannot invest directly in an index.
Disclosures
The USQ Core Real Estate Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The Prospectus and most recent periodic reports contain this and other important information about the investment company, and may be obtained by calling (833) USQ-FUND/ 833-877-3863, or visiting usq.com/funds Read the Prospectus carefully before investing.
The USQ Core Real Estate Fund is a continuously-offered, non-diversified, registered closed-end fund with limited liquidity.
The USQ Core Real Estate Fund is distributed by Quasar Distributors, LLC, which is not affiliated with Union Square Capital Partners, LLC or its affiliates.
Investing in the Fund’s shares involves substantial risks, including the risks set forth in the “Risk Factors” section of this prospectus, which include, but are not limited to the following: Investing in real estate entails special risks, including (i) changes in general economic and market conditions; (ii) changes in the value of real estate properties; (iii) risks related to local economic conditions, overbuilding and increased competition; (iv) increases in property taxes and operating expenses; (v) changes in zoning laws; (vi) casualty and condemnation losses; (vii) variations in rental income, neighborhood values or the appeal of property to tenants; (viii) the availability of financing and (ix) changes in interest rates and leverage. There are also special risks associated with particular real estate sectors, or real estate operations generally.
The Fund is not intended to be a complete investment program, but instead as a way to help investors diversify into real estate. Diversification does not ensure a profit or guarantee against a loss. There currently is no secondary market for the Fund’s shares and the Adviser does not expect that a secondary market will develop. Limited liquidity is provided to shareholders only through the Fund’s quarterly Repurchase Offers for no less than 5% of the Fund’s shares outstanding at net asset value. There is no guarantee that shareholders will be able to sell all of the shares they desire in a quarterly Repurchase Offer.