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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 plans2,198 documents·712 GP·686 LP·800 consultant
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Wilshire Q4 2023 investment review and capital market assumptions update with private real estate fundraising trends and portfolio summary; includes asset allocation rebalance data for core and value-add RE composites.
Quarterly combined investment report covering all three City of Atlanta pension plans; real estate composite includes Intercontinental U.S. Real Estate (core), JP Morgan U.S. Real Estate Income & Growth Fund (core plus, general employees), and RREEF America II LP (core, police fund; inception Sep 2024).
NEPC asset-liability study for six pension plans (PERS, TFFR, Bismarck, Grand Forks) recommending real estate core allocations of 1–7.5% and private real assets of 7–20% depending on plan; approved allocation changes.
Manager update disclosing $100M commitment to Carlyle Realty Partners X L.P. (opportunistic US real estate), allocated $40M to Pension Pool and $60M to Legacy Fund; IC approved 9/13/2024.
Manager update disclosing $75M commitment to Ares US Real Estate Fund XI L.P., a US opportunistic real estate fund; the commitment was allocated between the Pension Pool and Legacy Fund.
Annual fee study by Verus covering FY2024 investment management fees for ND SIB's private real estate and infrastructure managers, benchmarking fees against comparable market strategies.
Verus quarterly investment performance review covering KCERA's total fund including core and private real estate allocations as of December 31, 2023.
Verus quarterly investment performance review covering KCERA's total fund including core and private real estate allocations as of December 31, 2024.
Verus quarterly investment performance review covering KCERA's total fund including core and private real estate allocations as of September 30, 2023.
Verus quarterly investment performance review covering KCERA's total fund including core and private real estate allocations as of June 30, 2023.
Annual private markets strategy update disclosing PRISA III ($85M total commitment, approved 10/17/2024) and Carlyle Realty Partners X ($100M) as the two real estate commitments made in FY2025, with allocations by pool.
Staff presentation covering private equity and real estate market overview, real estate strategies (core, value-add, opportunistic), allocations by pool, and real estate strategy update that proceeded into executive session.
Callan 10-year capital market assumptions presentation to the Investment Committee including real estate return projections (7.25–7.50%), risk/return framework for core real estate, and alternatives.
In-state manager update describing $150M commitment (approved 12/13/2024) to GCM Grosvenor's North Dakota Real Asset Fund focusing on infrastructure, real estate, natural resources, and agriculture within North Dakota.
Annual private markets strategy update to the Investment Committee covering real estate allocations vs. policy targets, pacing model projecting $46–$62M annual real estate commitments, and real estate performance as of March 2024.
Verus quarterly investment performance review covering KCERA's total fund including core and private real estate allocations as of March 31, 2023.
Manager update disclosing $75M commitment ($25M Pension Pool, $50M Legacy Fund) to S3 LB Real Estate Credit III L.P., a private credit fund providing first-lien construction financing to middle-market multifamily developers in the US.
Verus quarterly investment performance review covering KCERA's total fund including real estate; includes Verus research on State of the Core Real Estate Fund Universe.
Verus quarterly investment performance review covering KCERA's total fund including core and private real estate allocations as of December 31, 2025.
Verus quarterly investment performance review covering KCERA's total fund including core and private real estate allocations as of June 30, 2024; includes Verus 2024 Real Assets Outlook.
Aon Hewitt recommends up to $50M commitment to Lone Star Real Estate Fund VII, a closed-end global opportunistic fund targeting distressed commercial RE debt and equity; target net IRR 11–12%.
Aon recommends and Board approves up to $100M in Carlyle Property Investors, LP; open-end US core-plus RE fund targeting 9–11% total net return, focused on demographic-driven demand sectors.
Aon Hewitt recommends up to $50M in KAREP VII, a closed-end opportunistic fund targeting specialized real estate sectors; target net IRR 15–18%.
Aon Hewitt recommends and ATRS staff concurs with up to $50M commitment to Carlyle Realty Partners X, L.P.; ATRS previously invested in Carlyle RE Funds VII, VIII, and IX.
Board adopts Resolution 2026-29 authorizing up to $75M in Ares Real Estate Secondaries Fund X, L.P.; opportunistic RE fund-of-funds acquiring secondary market LP interests; targets 15% net IRR, 1.5x net equity multiple.
Aon Hewitt presents and Board approves 2024 Real Assets pacing of $450M: $250M core RE, $150M value-add/opportunistic RE, $50M infrastructure.
Aon Hewitt and ATRS staff recommend up to $50M in KKR Real Estate Partners Americas IV SCSp; Board adopts Resolution 2023-45; fund focuses on industrial and rental properties.
Aon recommends and Board approves up to $100M in Ares Industrial Real Estate Fund, LP; open-end fund investing in Class A/B industrial distribution centers in coastal and inland US markets.
Aon presents 2026 Real Assets pacing of $550M ($200M core RE, $200M non-core RE, $150M infrastructure); also recommends additional $50M in Ares Industrial Real Estate Fund (Ares acquired Landmark Partners).
Aon recommends and Board approves $100M in Realty Income's open-ended US core-plus fund targeting diversified net-lease investments in industrial and retail properties across 33 states.
Board approves Resolution 2024-36 authorizing up to $50M in Long Wharf Real Estate Partners VII, L.P.; value-add fund acquiring diversified assets at discounts; closed December 30, 2024.
Aon presents 2025 Real Assets pacing of $750M ($300M core RE, $100M non-core RE, $350M infrastructure) and recommends $100M in Blackstone-owned Strategic Partners Infrastructure IV with imminent need status.
Annual Real Assets program review covering private real estate, infrastructure, and natural resources; top managers PGIM (11.2%), Blackstone (7.9%), Morgan Stanley (7%), Clarion (5.8%). Total Real Assets ~$15.9B as of August 2025.
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.
Callan presented L&I annual portfolio review to the Board, discussing real estate allocation implementation progress; Board approved updated SAA for L&I funds including expanded real estate allocation for the portfolio.
PMC recommended Board approve technical revisions to CTF Real Estate Investment Program Policy 2.10.600 to simplify language and ensure consistency with related policies; Board approved at June 2024 meeting.
Staff memo and PMC discussion recommending retention of StepStone Group Real Estate LP as WSIB real estate consultant for an initial 5-year term; replaces Courtland Partners relationship dating to 2011.
Board approved retaining StepStone Group Real Estate LP as real estate consultant for up to 10 years; minutes include full discussion of StepStone qualifications and conflict management.