About this opportunity
AI summaryThe government authority in Tigard, Oregon requires a vendor to provide real estate portfolio consultant services. The selected contractor must assist with developing portfolio policies, guidelines, and strategies, while researching investment market trends for Treasury upon request. Additionally, the buyer requires the consultant to review investment proposals, assist in negotiating partnership terms and legal documents, and model distribution waterfalls. Specific tasks may include specialized market research, manager landscaping, investment structure research, fee analysis, and property-level underwriting assessments. The buyer limits eligibility to USA organizations only. The vendor must perform all work offsite at its own office premises. The buyer seeks proposals for the project budget. Vendors must submit all questions no later than October 14, 2026.
Buyer and opportunity details
- Client
- Office of the State Treasurer
Scope of work
- Conduct full due diligence reviews of prospective real estate investment proposals and managers
- Gather and analyze investment documentation, offering materials, track records, and operational structures
- Furnish written recommendations and due diligence reports to the Council and Treasury Investment Committee
- Perform ongoing monitoring, review, and performance evaluations of the Real Estate Portfolio
- Assist in developing and updating portfolio policies, investment objectives, and performance criteria
- Participate in ongoing portfolio troubleshooting, strategy reviews, and market trend assessments
- Attend Oregon Investment Council, Treasury Investment Committee, and Real Assets Committee meetings
- Assist in negotiating business terms, limited partnership agreements, distribution models, and waterfall structures
Minimum qualifications
- Onshore (USA organization Only)
- Experience providing real estate portfolio consulting services to clients with aggregate real estate portfolio assets of at least $3 billion
- Registered investment adviser with the Securities Exchange Commission (SEC) under the Investment Advisers Act of 1940
- Primary key person assigned to the Client account has a minimum of five (5) years of relevant experience
- Authorized to do business in the State of Oregon at the time of Agreement award
Documents to include with your response
- Form ADV, Parts 1 and 2
- Attachment B Disclosure Exemption Affidavit
- Attachment C Proposer Information and Certification Sheet
- Attachment D Cover Sheet & Reference List
- Attachment E Fee Schedule Form
- Attachment F COBID Certification / Outreach Plan
- Attachment G Responsibility Inquiry
- Pay Equity Certificate (if applicable)
Key dates
- RFP Issue Date
- September 23, 2026
- Questions / Requests for Clarification Due
- October 14, 2026 12:00 PM PT
- Answers to Questions / Requests for Clarification Issued (approx.)
- October 23, 2026
- RFP Protest Period Ends
- November 24, 2026
- Closing (Proposal Due)
- December 4, 2026 12:00PM PST
- Presentations, Demonstrations, or Interviews (in Tigard, Oregon)
- January to February, 2027 (subject to change)
- Onsite Visits (if needed)
- February to March, 2027
- Issuance of Notice of Intent to Award (approx.)
- Week of April 12, 2027
- Award Protest Period Ends
- 10 calendar days after Notice of Intent to Award
- Agreement Execution (approx.)
- June 2027
How to submit
- Instructions
- Proposals must be submitted prior to the Closing date and time on December 4, 2026 at 12:00 PM PST.
Contract details
- Term
- Initial term of three (3) years, with options for two (2) extensions of two years each, up to a maximum term of seven (7) years.
- Place of performance
- Performance of the work will be offsite at vendor office premises, with in-person attendance required at OIC meetings near Portland/Tigard, Oregon when scheduled.
- Insurance and bonding
- Professional Liability ($5,000,000 per occurrence / aggregate); Fiduciary Liability ($5,000,000 per occurrence / aggregate); Commercial General Liability ($5,000,000 per occurrence / aggregate); Automobile Liability; Workers Compensation with Employers Liability limits not less than $500,000 each incident.