Fund Universe Library

Fund presentation deck for Alterra IOS Venture III, L.P. (industrial outdoor storage real estate) presented to VCERA at the April 17, 2023 Disability & Business Meeting. VCERA approved a $35 million commitment.

Fund presentation deck for Bridge Debt Strategies Fund V (real estate debt) presented to VCERA at the September 25, 2023 Board Retreat & Business Meeting. VCERA approved a $20 million commitment.

AEW Capital Management (Ron Pastore) presents to DPFP Board on RCH (RED Consolidated Holdings) and Camel Square at May 2023 board meeting. $40M in distributions YTD from AEW portfolio. Annual presentation on status and liquidation plans.

AEW Capital Management (Ron Pastore, Mark Morrison) updates DPFP Board on RED Consolidated Holdings (RCH) portfolio management and plans. Real Estate at ~13.1% of total portfolio ($241M NAV vs. 5% IPS target), with liquidation a priority.

Clarion Partners (Bohdy Hedgcock, Kevin McCabe) updates DPFP Board on CCH Lamar, an investment in the Cedars neighborhood of Dallas. Clarion engaged October 2015 to manage DPFP's interest. Possible sale discussions ongoing.

Clarion Partners (David Dow, Taylor Epperson, Spence Sowa, Bohdy Hedgcock) presents results of their analysis on the 4100 Harry Hines building – DPFP's own headquarters property – to determine if DPFP should continue to own the building.

AEW Capital Management (Ron Pastore, Mark Morrison, Sara Cassidy) presents an update to DPFP Board on RED Consolidated Holdings (RCH) portfolio, covering asset dispositions and land sales driving distributions back to the pension. $48.4M in proceeds received earlier in 2024.

AEW Capital Management (Mark Morrison, Sarah Cassidy) updates the DPFP Board on its separate-account management of RED Consolidated Holdings (RCH), a 50/50 JV with RED Development (Phoenix-based retail/mixed-use operating company), and on the wind-down of Camel Square (exited Q1 2025). AEW has managed since February 2015. Real estate NAV ~$152M at the time of the meeting.

AEW Capital Management (Ron Pastore) presents annual portfolio update to DPFP Board on RCH and Camel Square (Phoenix). AEW took over management from CDK in February 2015; RCH holds operating retail/mixed-use properties primarily in Southwest US.

AEW Capital Management (Ron Pastore) presents to DPFP Board covering RCH (only remaining CDK-era investment, $49.3M distributions since 2022 from land sales) and Camel Square (15.5-acre Phoenix site, ~$69M total distributions to DPFP since 2019, nearly fully wound down). Last AEW presentation was November 2023.

TPG Angelo Gordon full GP presentation to VPIC for Realty Value Fund XII, the firm's value-add real estate flagship (12th in series, AUM ~$99B total / ~$20B real estate). Strategy targets middle-market US real estate under $150M cap with ~100 local operating partners, focusing 60% on residential/industrial and ~25-30% alternatives (self-storage, student, senior, MOB). Committed $50M approved at March 2026 meeting.

Greystar Real Estate Partners fund presentation for Rhode Island SIC on Essential Housing Fund I, an opportunistic multifamily development fund using modular construction to deliver attainable housing at 70–90% AMI.

CBRE Investment Management fund presentation for Rhode Island SIC on U.S. Logistics Partners (USLP), a core+ open-end fund targeting newly built modern logistics facilities with sustainable amenities across U.S. coastal and major markets. Public deck.

Belveron Partners investor presentation for ERSRI on Fund VII, a value-add fund targeting acquisition and preservation of regulated 'Capital A' affordable housing including Project Based Section 8 properties.

Berkeley Partners manager presentation for ERSRI on Value Industrial Fund VI, a value-add light industrial fund targeting 50,000–250,000 SF infill properties near U.S. city centers. Public deck.

Greystar Real Estate Partners manager presentation for ERSRI on Greystar Equity Partners XI, a value-add multifamily fund targeting 70-75 institutional Class A/B properties across U.S. gateway and growth markets.

SROA Capital company overview presentation for Rhode Island on Fund IX, a value-add self-storage fund. Public deck dated September 2024.

Raith Capital Partners public presentation for Rhode Island on Real Estate Fund IV, a diversified opportunistic fund targeting distressed and complex commercial and residential real estate in the U.S. Public deck.

UBS Trumbull Property Fund (Paul Canning, CIO) presented portfolio update at Feb 11, 2025 Investment Committee; fund in full redemption with ~$17.5M outstanding; -1.59% gross return 2024.

Open-session education presentation by two WSIB real estate intermediaries covering US real estate market outlook including tariff impacts on industrial, residential rationale, retail supply, self-storage demand, and office market dynamics.