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Real Estate Portfolio Consultant Services

Active

S-17000-00018033State & 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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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.

General Info

Oregon State Treasury seeks a professional consultant for real estate portfolio management services.

Agency

Oregon State Treasury

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

Tigard, OR, 97224, USA

Set-Aside

NONE

Documents

3

RFP OIC 1063 Real Estate Portfolio Consultant Services Addendum 1

2 pages · amendment

High

RFP OIC 1063 - Real Estate Consultant Services Q&A

1 page · q-and-a

Low

RFP OIC 1063 Real Estate Portfolio Consultant Services

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Timeline

PhaseSolicitation

PostedSep 23

Solicitation

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

Contacts1 person available

OfficeTigard, OR, 97224, USA

Organization / AgencyOregon State Treasury

Office AddressTigard, OR, 97224, USA

Contacts

Josh WoodmanseePurchaser

Full Description

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Treasury is seeking to understand the capabilities of firms providing institutional real estate investment consulting services with the goal of hiring one such firm to provide expert advice on policies, strategies, due diligence and monitoring at all phases of the investment for the Real Estate Portfolio.

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