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Public-record fund presentations, plus the staff memos and consultant reports that accompany them in public pension and endowment board materials. Filter by document type, sector or location. Every link points to the official source.
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See plans2,396 documents·910 GP·686 LP·800 consultant
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Meketa Investment Group annual program review inclusive of quarterly infrastructure performance review for CalPERS as of March 31, 2025 (Item 6e2 Attachment 2, June 16 2025). Infrastructure outperformed benchmark for all periods; 1-year return 9.7%. 13 pages.
Meketa Investment Group annual program review inclusive of quarterly real estate performance review for CalPERS as of March 31, 2025 (Item 6e1 Attachment 2, June 16 2025). Portfolio outperformed benchmark for 1-year (9.7%) and all periods. 16 pages.
Your Investment Team ... HUSPP's experienced management team brings deep local expertise, a key market differentiator. ... They are backed by almost 3,000 Hines professionals across 103 U.S. offices as of Q4 2025, specializing in acquisitions, dispositions, portfolio management, research, financing, sustainability, and development. ... Adriana de Alcantara ... New York, NY ... Alfonso Munk ... Co-Head of Investment Management ... Chiang Ling Ng ... Co-Head of Investment Management ... Ali Sib
Investment Committee agenda for Jun 12 2025 recommending commitment to Abacus Multi-Family Partners Fund VII, L.P., a multifamily real estate fund managed by Abacus Multi-Family Partners.
Staff recommendation to execute fund documents for a $250M commitment to Hines U.S. Property Partners Fund after completion of operational due diligence and legal review.
STRS Ohio annual investment plan for fiscal year 2026 (July 2025-June 2026), adopted June 12, 2025; RE allocation target reduced to 8% neutral; plans 3-6 new fund commitments for international and opportunistic portfolios.
Callan LLC quarterly real assets report for period ending March 31 2025, embedded in APERS June 2025 board packet. Core RE composite returns and peer rankings for Carlyle Property Investors, Clarion Lion Industrial Trust, Invesco Real Estate (still underperforming; Kim Hourihan named Head of Global Strategy Aug 2025), Heitman Real Estate Trust LP, Principal Enhanced Property Fund. Non-core RE: Harrison Street Fund VIII (-2.41%), IX (11.87%), Heitman Value Partners IV (1.47%), LaSalle VI (-2.00%), VII (0.17%), TA Realty XII (1.04%), XIII (0.78%). Notes Clarion Partners hiring Josh Pristaw as President.
SWIB committed $150M to Digital Realty DC Partners NA (Digital Realty) in Q1 2025. Non-core data center investment. Disclosed in June 2025 SWIB Board of Trustees meeting.
Callan Associates Q4 2024 quarterly peer performance report embedded in June 2025 SWIB Board of Trustees meeting materials. Annual report and peer rank analysis for CTF full year 2024.
Q1 2025 RE Quarterly Activity Report. Committed $150M to Digital Realty DC Partners NA (data center JV) and $50M to FPA Core Plus Fund VI (FPA Multifamily, core-plus US apartments targeting 9-11% net IRR). Portfolio $11.9B, just over 9% CTF. Positive 1-year absolute return.
STRS Ohio investment committee agenda package for June 2025 meeting including Meketa Q1 2025 performance review (RE -2.38% 1-yr, 8.3% allocation vs 10% policy), Callan review, and adoption of Fiscal 2026 Investment Plan.
Callan quarterly real estate portfolio performance report for NHRS for the period ending March 31, 2025, included as informational material at the June 10, 2025 IIC meeting.
Fiscal Year 2025 Fourth Quarter and Full Year Results May 29, 2025 Today's Speakers Erik Hirsch Co-CEO Jeff Armbrister Chief Financial Officer John Oh Head of Shareholder Relations Hamilton Lane | Global Leader in the Private Markets 3 Business Performance Financial Results Dividend ... • Assets under management and fee-earning assets under management were $138 billion and $72 billion, respectively, as of ... March 31, 2025, increases of 11% and 10%, respectively, compared to March 31, 2024
StepStone Private Markets (SPRIM®) ... The descriptions herein reflect Advisers’ current views and expectations and are subject to change and are qualified in their entirety by the Prospectus for the Fund. There can be no assurance that such funds will be raised or that, if raised, they achieve their objectives or avoid substantial losses.
Townsend provides these custom investment solutions to help meet the needs and objectives of its clients' investment programs using primary
Board meeting notice of results documenting Neuberger Berman fund overview and new tranches presentation, plus Aksia's 2024 Annual Real Estate Review and Pacing Analysis Update, heard June 5, 2025.
Meketa Investment Group quarterly total fund performance report for period ending March 31, 2025; includes real assets allocation data and sub-composite performance attribution.
PSERS IO and Aksia recommend committing $90 million to Graceada Partners Fund IV, LP . 1. As of March 2025. 2. Detail in appendix (Slide 9).
ICM packet for June 4 2025 containing Callan's semiannual real estate portfolio performance review for the period ending December 31 2024. The RE report details ACERA's $815M real estate portfolio at 8.2% target. The packet also includes NEPC semiannual reviews of private equity, private credit, real assets, and absolute return, all for the period ending December 31 2024. Reveals unfunded commitments to PGIM US Real Estate Debt Fund, Heitman Value Partners VI, and Starwood Distressed Opportunity Fund XIII.
SALT LAKE CITY, UTAH—October 30, 2025—Bridge Investment Group Holdings LLC (“Bridge”) today announced that it has completed fundraising for Bridge Debt Strategies Fund V LP (together with its related vehicles, “BDS V” or the “Fund”), raising $2.15 billion in equity commitments. ... BDS V is a diversified, three-pronged strategy focused on originating first mortgage direct loans, issuing CRE CLOs, purchasing Freddie Mac K-Series B-Pieces, and investing in other CRE-backed debt, including CRE CLOs
Staff-issued RFP for qualified closed-end value-add and/or opportunistic real estate fund managers; Marquette Associates assisting with search; issued following June 2025 Board approval to issue RFP.
DERP 2024 ACFR with NEPC investment consultant data; real estate 10% target with sub-allocations: 4% core, 4% non-core, 2% debt. Real estate returned -6.3% in 2024 vs NCREIF -1.2%. Total plan returned 7.9%.
Public statutory disclosure of PERA's real estate fund holdings listing all joint ventures, open-end and closed-end funds with ownership percentage, property type, NAV, and GP/advisor name as of year-end 2024.
Staff recommended investing up to €60M in Hines European Property Partners Fund, a European core-plus open-end real estate fund, completing SCERS's globalization of core allocation.
Staff and NEPC presented annual real estate deep dive: 10% allocation, outperformance due to international and non-core allocations, globalization project status and European manager recommendation.
Reports provide an overview of OCERS' investment allocation and performance. Reports will be posted as soon as they become available.
RREEF ... RREEF ... 2025 ... positioning, ... Fund’s ... 2026. ... RREEF
Staff memo covering real estate manager annual review meetings with INVESCO Core (May 1, 2025) and Stockbridge (May 1, 2025); packet also includes Verus Q1 2025 performance report and agenda item for RCG Ventures Fund VIII closed-session commitment.
Verus Advisory quarterly performance report for period ending March 31, 2025, including detailed real estate performance data for Harrison Street Core Property, Invesco (Core and Value-Add IV/V/VI), PGIM RE US Debt Fund, and Stockbridge Value IV/V.
IAC pacing review for NCRS real estate program: allocation (6.56% of plan as of 5/12/2025), core/non-core performance, strategic and tactical focus on niche sectors, property type diversification, StepStone monitoring data.
NC IMD staff presentation reviewing real estate allocation (6.56% of plan), core and non-core performance, sector outlook, and pacing by vintage year; references StepStone as portfolio monitoring consultant.
IMD staff inflation-sensitive pacing review as of 3/31/2025; 47 funds ($6.1B), sub-strategies include private natural resources (30%), real assets & diversifiers (40%), infrastructure, data centers, and timberlands.
NEPC Q4 2024 private real assets performance report presented at the May 27 2025 StanCERA Board meeting. Covers performance for the full-year 2024 for real estate and real assets. Includes Morgan Stanley Prime Property Fund, PGIM US Debt Fund, American Strategic Value Realty Fund, Greenfield VII, Grandview I & II, TA Realty Value Fund XIII, and Brookfield BSREP V. Bundled in May 27 2025 board book.
NEPC real estate and real assets pacing plan presented at the May 27 2025 StanCERA Board meeting. Provides forward-looking commitment pacing analysis for the core real estate (target 6.5%) and non-core real estate (target 6.0%) programs, guiding near-term commitment activity. Bundled in May 27 2025 board book.
Staff memo (May 23, 2025) documenting executed real estate contracts: BIG Real Estate Fund III ($75M funded April 18, 2025), BRASA III LP amendment, Carlyle Property Investors MFN, and Franklin Templeton Private Real Estate Fund term extension to September 2026.
For more on our sustainable value creation priorities and governance, see the Fund's 2025 Sustainability Report. HUSPP 2025 Sustainability Report. View PDF
Staff analysis attachment detailing alignment, structure, fees, expected returns, and risks for $250M investment in Hines U.S. Property Partners Fund.
Staff memo recommending the board authorize step two for a $250M commitment to Hines U.S. Property Partners Fund, a core and non-core open-end U.S. real estate fund.
The Barings Core Property Fund (“BCPF” or the “Fund”) is a diversified, core, open-end commingled fund primarily of stabilized, income-producing, equity real estate. It is structured as a limited partnership with a private REIT subsidiary. The Fund seeks to provide attractive total returns with reduced risk. The Fund has both relative and real return objectives over the longer term: its relative performance objective is to exceed the NCREIF Fund Index-Open-End Diversified Core Equity (“NFI-ODCE”
We manage US$82.3bn in infrastructure investments on behalf of 748 institutional investors. View our global infrastructure asset portfolio.
Verus total fund investment performance review for SCERS for Q1 2025. Covers all asset classes including real estate and real assets. Full performance attribution and asset allocation analysis.