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Fidelity Core Real Estate Fund

Fidelity · Private REIT

Program Overview

Private REIT
Fidelity Core Real Estate Fund
Peer Group Filters
Objectives
IncomeCapital AppreciationCapital PreservationDiversification
Asset Class
Real Estate
Vehicle
REIT
Single / Multi Asset
Multi-Asset
Sponsor/Manager
Asset Class
Real Estate
Investment Manager
Issuer
Fidelity Core Real Estate Fund
Issuer Legal Structure
Maryland Statutory Trust
Program Life Structure
Perpetual
Strategy Risk/Return Profile
Core
Managing Broker-Dealer
Scale
13 properties · 36,135,556 Shares outstanding
Extendable To
$750,000,000
Raised To Date
$396,796,879
Strategy Overview

The Form 10 states the Fund acquires and actively manages stabilized, income-generating U.S. commercial real estate, focused on industrial, residential, office and retail, and may hold real estate debt and securities. It does not invest in unimproved land or ground-up development as a primary strategy. Acquisitions and dispositions require Real Estate Investment Committee approval.

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