Real Estate Equity Strategies RFP Appendices.xlsx

This document is a comprehensive Request for Proposal (RFP) Appendices for Real Estate Equity Strategies issued by the State of Iowa, containing four key appendices covering product track record, invested capital summary, personnel information, and personnel turnover. The appendices provide detailed financial and operational information for a real estate investment management product, with data reported as of December 31, 2024. The primary objective is to evaluate and select real estate managers with proven capabilities in managing real estate assets, with the appendices offering insight into the firm's historical performance, investment metrics, team composition, and professional stability.

The appendices reveal critical details about the investment product, including total invested capital across multiple years, client diversity (highlighting public pension fund clients), and personnel metrics. Appendix I demonstrates the product's performance through various financial indicators such as committed capital, equity invested, realized and unrealized proceeds, cash yield, and investment multiples. Appendix III and IV provide transparency into the team's experience and professional dynamics, showcasing years of experience, team composition, and turnover rates. The documentation suggests a comprehensive approach to demonstrating the firm's capability, track record, and organizational stability to potential institutional investors, particularly public pension funds seeking real estate equity investment strategies.