Ares US Real Estate Opportunity Fund III, L.P Market and Portfolio Update slide image

Ares US Real Estate Opportunity Fund III, L.P Market and Portfolio Update

Strong Seed Portfolio With Dry Powder To Seek To Capitalize On Market $1.7B total fund size Available Capital 57% Closed and In-Closing Investments by Sector² Industrial 16% Student Housing Current Portfolio Construction Single-Family Rental 8% Mixed-Use 6% Multifamily 6% $715M equity committed to nine transactions¹ Office 4% 7 $982M dry powder in an early-cycle environment Closed and In-Closing Investments by Geography² Available Capital 57% National 16% West 10% East 9% South 8% Diversification does not assure profit or protect against market loss. 1. Equity Committed: represents the am of equity invested into investments (including reinvestment of capital) that have closed as of December 31, 2020, not including amounts attributable to any financing or refinancing, and projected future equity that has been committed by the vehicle to such investments. Amounts that are projected to be invested in investments are based on the manager's assumptions, which may differ materially from actual events or conditions. 2. Based on equity committed to nine closed and in-closing transactions against total fund size of $1.7 billion. ØARES
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