82 Devonshire St., Boston, MA 02109; phone: (617) 563-7000; www.fidelity.com
* Tax-exempt real estate assets:
($ millions)
Equity 1,113
REITs 837
Commercial mortgage-backeds 585
Fully discretionary assets 2,535
Equity assets:
Market value 839
Contributions committed, not received 274
Investment vehicles:
Commingled or pooled funds
Equity 642
REITs 316
Commercial mortgage-backeds 284
Direct, separate accounts
Equity 471
REITs 521
Commercial mortgage-backeds 301
* Total real estate assets:
Equity 1,173
REITs 1,977
Commercial mortgage-backeds 585
Parent company: FMR Corp.
Chief investment officer: Abigail Johnson
Client contact: Jeffrey Gandel
Forest Investment
Associates Inc.
15 Piedmont Center, Suite 1250, Atlanta, GA 30305; phone: (404) 261-9575; fax: (404) 261-9574; www.forestinvest.com
* Tax-exempt real estate assets:
($ millions)
Equity 1,060
Fully discretionary assets 1,060
Property mix:
Existing 100%
Property type:
Timber/agriculture 100%
* Total real estate assets:
Equity 1,140
Chief investment officer: Charles Tarver
Client contact: Richard Doelling
