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Real Estate Investment Due Diligence and Transaction Support

Active

State & Local

Response Deadline12/04/2026, 08:00:00 PM UTC

Contract Overview

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

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This subcontract for the Oregon State Treasury involves providing real estate investment due diligence and transaction support. The selected contractor will perform financial analysis and due diligence for prime contractors on investment projects, specifically handling four to eight new real estate commitments each year. Key responsibilities include negotiating investment terms, conducting property-level underwriting, performing waterfall compensation analysis, and executing incentive fee reviews to deliver final investment recommendations and negotiated term sheets. The project is based in Tigard, Oregon, and falls under NAICS code 523930. To be eligible, contractors must maintain a non-conflicted status and meet specific insurance requirements. Interested parties must submit their responses by the deadline of December 4, 2026.

General Info

Real estate investment due diligence and transaction support for Oregon State Treasury projects.

Agency

Oregon State Treasury

NAICS

523930 - Investment Advice

Place of Performance

Tigard, OR, 97224, USA

Set-Aside

NONE

Documents

This scope was carved out of OIC1063.

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

View the prime solicitation

Real Estate Portfolio Consultant Services

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Timeline

PostedSep 23

subcontract

Response DeadlineDec 4

Submission deadline

Response Deadline

12/04/2026, 08:00:00 PM UTCin about 1 month

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Organization & Contact Information

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AgencyOregon State Treasury

ContactsNo contacts available

OfficeN/A

Organization / AgencyOregon State Treasury

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs financial analysis and due diligence for prime contractors on Oregon State Treasury investment projects. Conducts due diligence on 4 to 8 new real estate commitments annually, negotiates investment terms, and performs incentive fee reviews. Provides property-level underwriting and waterfall compensation analysis. Requires non-conflicted status and specific insurance levels. Delivers investment recommendations and negotiated term sheets.

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Same awarding agency

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Solicitation # OIC1063

The Oregon State Treasury is soliciting proposals under solicitation number OIC1063 for a professional real estate portfolio consultant to provide expert advice on policies, strategies, due diligence, and monitoring for its real estate portfolio. As of March 31, 2026, the portfolio consists of approximately 86 positions. The selected firm will be responsible for reviewing four to eight new commitments annually, assisting with the negotiation of investment terms and incentive fee reviews, and participating in advisory board seats for approximately 60 commingled fund commitments. Key deliverables include the independent calculation of returns and the generation of quarterly performance reports, participation in an annual presentation to the Oregon Investment Council, and monthly virtual meetings with staff to discuss market observations and portfolio issues. The Treasury requires a non-conflicted consultant, with conflicts assessed primarily based on the firm's revenue sources. Proposals must be submitted via email to Josh Woodmansee by December 4, 2026. The contract requires insurance coverage consistent with standard Treasury consulting contracts as detailed in Exhibit B.

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