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Active REIT Investment Management

Active

Federal

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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This subcontract for the Pension Benefit Guaranty Corporation under the Department of Labor focuses on the active investment management of REIT equities. The selected provider will utilize professional financial data terminals and portfolio management software to execute a repeatable investment process aimed at identifying and selecting equities that outperform designated indices. The primary objective of the contract is the delivery of an actively managed portfolio of REIT equities. Classified under NAICS code 523920, the project requires the implementation of a specific investment philosophy to ensure high-performance results for the prime contractors involved in PBGC projects.

General Info

Active investment management of REIT equities for the Pension Benefit Guaranty Corporation.

Agency

Department Of Labor → Pension Benefit Guaranty CorporationView Agency

NAICS

523920 - Portfolio ManagementView NAICS

Place of Performance

DC, USA

Set-Aside

NONE

Documents

This scope was carved out of DRAFT26R0001.

The full solicitation package (3 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

PBGC - Pre-Solicitation Notice - Real Estate Investment Trust (REIT) Management Services

AI Contract Breakdown

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Timeline

PostedDec 31

subcontract

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Organization & Contact Information

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AgencyDepartment Of Labor → Pension Benefit Guaranty Corporation

ContactsNo contacts available

OfficeN/A

Organization / Agency

Department Of Labor → Pension Benefit Guaranty Corporation

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Office AddressN/A

ContactsNo contact information available

Full Description

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Performs active investment management of REIT equities for prime contractors on Pension Benefit Guaranty Corporation (PBGC) projects. Implements a repeatable investment process using professional financial data terminals and portfolio management software to identify and select equities. Applies an investment philosophy designed to outperform designated indices. Delivers an actively managed portfolio of REIT equities.

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More opportunities from Department Of Labor → Pension Benefit Guaranty Corporation

Same awarding agency

Portfolio Risk and Performance Attribution ServicesThis subcontract for Portfolio Risk and Performance Attribution Services supports prime contractors on projects for the Pension Benefit Guaranty Corporation within the Department of Labor. The primary objective is to provide ongoing risk monitoring and performance attribution analysis for REIT equity portfolios to ensure investment results align with stated goals and to minimize the likelihood of underperformance. The service provider will utilize specialized risk analytics software and attribution tools to deliver detailed risk monitoring reports and comprehensive performance analysis. Classified under NAICS code 541611, this engagement focuses on maintaining the financial integrity and strategic alignment of the managed portfolios through rigorous analytical oversight.

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PBGC - Pre-Solicitation Notice - Real Estate Investment Trust (REIT) Management Services

Solicitation # DRAFT26R0001

The Pension Benefit Guaranty Corporation (PBGC) intends to issue a Request for Proposal in January 2026 for active investment management services for its Real Estate Investment Trust (REIT) equity portfolio. The scope involves managing a 100 percent long-only REIT equity portfolio with allocations between 250 and 500 million dollars. The selected contractor will be responsible for implementing a repeatable investment process, monitoring portfolio risk, ensuring best execution through robust trading systems, and adhering to ERISA and Treasury Office of Foreign Asset Control regulations. Key deliverables include proxy voting and stewardship, client service support, and semi-annual meetings with PBGC staff, at least one of which must be conducted in person at the manager's offices. The contract will have a total duration not exceeding 10 years and will be awarded without discussions, requiring offerors to submit their best technical and price terms initially. Contractors must maintain an active registration in the System for Award Management and meet stringent requirements, including a 5 million dollar cyber liability insurance policy and a tested annual disaster recovery plan. Rigorous personnel vetting is required, including seven-year criminal and employment background checks. The agreement also mandates strict adherence to organizational conflict of interest disclosures and Section 508 accessibility standards for all information technology. Invoicing must be processed through the Government's Invoice Processing Platform.

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