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State of Oregon
· State
· Oregon
Real Estate Portfolio Consultant Services
PROPOSALS DUE
December 04, 2026, 12:00 pm PST
25 days left
WHAT THEY WANT
(Summarized from the RFP)
The Oregon Office of the State Treasurer, acting for the Oregon Investment Council, is seeking a single institutional real estate investment consultant to advise on the real estate portfolio of the Oregon Public Employees' Retirement Fund and other state investment funds, including the Common School Fund, the State Accident Insurance Fund and the Oregon Environmental Restoration Fund. Treasury wants a creative, non-conflicted adviser with hands-on real estate investment expertise, experience reporting to a public pension board with a portfolio of similar size, and senior staff available to support its five-person real estate investment team.
DOCUMENT SET
3 documents
· 4.6MB
CHANGES SINCE PUBLISHED
2 changes
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822280_RFP OIC 1063 Questions_Responses_FINAL.xlsx
Q&A
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813982_RFP_OIC1063_Real Estate Portfolio Consultant_Addendum_1.docx
Deadline · Submission
This RFP has changed 2 times.
WHAT OTHERS ASKED
14 questions answered
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Section 2.3 / Attachment E – Quarterly Performance Reporting For purposes of separately pricing quarterly performance reporting, please provide the current number of investments expected to be included in the reporting process and clarify the data collection and reconciliation responsibilities expected of the Consultant.
Scope/requirements
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Section 2.3 / Exhibit A – Transaction and Other Support Please provide the approximate annual volume of transactions and other assignments for which the Consultant would typically be expected to provide support, including negotiation of investment terms, review of amendments and consents, waterfall or incentive compensation analysis, property-level underwriting review and other specialized assignments.
Scope/requirements
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Section 2.3 / Exhibit A – Due Diligence Please provide the approximate number of new investment opportunities reviewed annually and the number for which the Consultant would typically be expected to conduct due diligence and provide an investment recommendation. Where possible, please indicate the approximate mix by investment type.
Scope/requirements
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Section 1.1 / Attachment H – Real Estate Portfolio Please provide the current number of investments within the Real Estate Portfolio, broken down where applicable by commingled funds, separately managed accounts/funds-of-one, joint ventures, co-investments and other investment structures.
Scope/requirements
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Please define the requirement of being a non-conflicted consultant.
Eligibility
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RFP states participation in advisory board meetings, how many boards do Treasury and the OIC currently sit on.
Scope/requirements
All 14 answers open with a free account.
ABOUT THIS RFP
RFP number
OIC1063
Budget
Not Assigned
Published
Entity type
State
State
Oregon
Summarized from the State of Oregon portal.
HOW TO SUBMIT
Submit by email only to the Single Point of Contact, Josh Woodmansee, Senior Procurement Officer (Josh.Woodmansee@ost.state.or.us or purchasing@ost.state.or.us); proposals submitted by any other means are rejected. Files must be PDF, Word or Excel and compressed to no more than 10 MB total. Attachment C (Proposer Information and Certification Sheet) and Attachment D (Cover Sheet and References) must be signed by an authorized representative. Organize the response to the scored criteria in section 4.10.2. Addenda are published on OregonBuys and the Treasury website. No pre-proposal conference will be held.
NAICS CODES & TAGS
541611
541990
Investment Management and Portfolio Advisory
Financial and Tax Advisory Services
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