When is the submission deadline?

Submissions are due December 4, 2026. Questions must be submitted by October 14, 2026.

It was issued by Office Of The State Treasurer. The work is located in Salem, Oregon, United States; Tigard, Oregon, United States.

Who is a good fit for this opportunity?

Real estate investment consulting firm with expertise in diversified portfolios. Experience with joint ventures, co-investments, commingled funds, and real estate debt and equity. Strong capabilities in market research, investment-manager due diligence, and property-level underwriting. Expertise in transaction modeling, fee analysis, distribution waterfalls, and incentive compensation. Experience supporting institutional or government investment authorities.

Real Estate Portfolio Consultant Services (Due December 4, 2026)

Overview

Financial, Legal, HR & Staffing

Salem, Oregon, United States; Tigard, Oregon, United StatesPosted: September 24, 2026Deadline: December 4, 2026

Settle Signals

Market intelligence for public sector sales teams

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

Learn more about Settle

SUMMARY

A government authority in Tigard, Oregon seeks a consultant to support diversified real estate portfolio strategy, investment research, manager evaluation, transaction review, and partnership negotiations.

KEY REQUIREMENTS

Must be a registered investment adviser with the Securities Exchange Commission under the Investment Advisers Act of 1940
Primary key person must have a minimum of five years of experience providing real estate portfolio consulting services to public or private pension plans
Firm and principals must have experience providing consulting services to clients with aggregate real estate portfolio assets of at least $3 billion
Firm must have experience providing consulting services to clients with separately managed accounts and joint ventures as well as open- and closed-end funds
Firm must include at least one US public pension plan client with at least $10 billion of total assets across all asset classes
Must be authorized to transact business in the State of Oregon before executing the contract
Must maintain professional liability insurance of at least $5,000,000 per occurrence
Must maintain fiduciary liability insurance of at least $5,000,000 per occurrence

CONTRACT DURATION

84 months

TIMELINE

RFP Issue Date: September 23rd, 2026

Questions Due: October 14th, 2026

Closing Date: December 4th, 2026

Interviews: January to February, 2027

Notice of Intent to Award: Week of April 12th, 2027

Agreement Execution: June 2027

QUESTION DEADLINE

October 14, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

See Decision-Maker Contacts

Issuing Agency

Office Of The State Treasurer

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The government authority in Tigard, Oregon is seeking real estate portfolio consulting services covering diversified investment strategies. These may include separately managed accounts, joint ventures, co-investments, commingled funds, publicly traded real estate investments, real estate debt and equity investments, and other diversifying real estate assets and special situation strategies.

The consultant will assist with developing real estate portfolio policies, objectives, guidelines, procedures, and overall portfolio strategy. Services will also include researching real estate and capital market trends; reviewing investment proposals and transactions from prospective and existing investment managers; assisting with partnership-term and legal-document negotiations; and modeling distribution waterfalls and incentive compensation arrangements.

Additional activities may include specialized market or geographic research, identifying relevant managers and investment partners within specific strategy areas, researching new investment structures, analyzing fees for prospective transactions, and assessing manager or partner property-level underwriting. Questions must be submitted by October 14, 2026.

Similar RFPs

Frequently asked questions

When is the submission deadline?: Submissions are due December 4, 2026. Questions must be submitted by October 14, 2026.
Who issued this RFP?: It was issued by Office Of The State Treasurer. The work is located in Salem, Oregon, United States; Tigard, Oregon, United States.
Who is a good fit for this opportunity?: Real estate investment consulting firm with expertise in diversified portfolios
Experience with joint ventures, co-investments, commingled funds, and real estate debt and equity
Strong capabilities in market research, investment-manager due diligence, and property-level underwriting
Expertise in transaction modeling, fee analysis, distribution waterfalls, and incentive compensation
Experience supporting institutional or government investment authorities

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

See how Settle works