Third Avenue Real Estate Value Investor (TVRVX)
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Third Avenue Real Estate Value Investor
New York NY 10017
622 Third Avenue, 32nd Floor
Third Avenue Trust
Management Information
,Lead Manager since January 1, 2013
Mr. Dobratz is the Co-Lead Portfolio Manager of the Third Avenue Real Estate Value Fund and the Third Avenue Real Estate Value Fund UCITS. In this role, he is a five-time Lipper Fund Award recipient (2014-2018) and assists in overseeing Third Avenue’s Real Estate strategy including the Firm’s investments in real estate equities, debt, restructurings, and other special situations. He also serves as a member of Third Avenue’s Management Committee.
Prior to joining Third Avenue in 2006, Mr. Dobratz was a research analyst at Morningstar where he was the primary analyst on several North American Real Estate Investment Trusts, real estate holding companies and homebuilders.
Mr. Dobratz holds an M.B.A. with distinction and a B.S. with honors in Business Administration from the University of Missouri. He is a CFA© Charterholder, has studied at the Imperial College of Science & Technology in London, England, and is a member of the CFA Society of New York. Mr. Dobratz also serves on the Advisory Board of the Jeffrey E. Smith Institute of Real Estate & Capital Markets at the University of Missouri and frequently teaches classes on value investing and real estate securities including previous lectures at Columbia University, Fordham University, the University of Missouri, and the University of Texas.
Morningstar Style Box
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Morningstar Category
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Fund Overview
CategoryGlobal Real Estate
Fund FamilyThird Avenue
Net Assets309.35M
YTD Return2.78%
Yield1.03%
Morningstar Rating★★★
Inception DateSept 16, 1998
Fund Operations
Last Dividend0.24
Last Cap Gain8.00
Holdings Turnover8.00%
Average for CategoryN/A
Fees & Expenses
ExpenseTVRVXCategory Average
Annual Report Expense Ratio (net)1.15%1.21%
Prospectus Net Expense Ratio1.15%N/A
Prospectus Gross Expense Ratio1.19%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.20%
Max Deferred Sales LoadN/A1.24%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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