Overview
Real asset investments have become an important, and growing, part of pension trust asset allocations. From private commercial real estate equity to infrastructure funds, real asset investments can serve as a source of returns above capital market strategies while offering significant diversification benefits.
Washington Capital can provide services for a variety of different investment strategies and vehicle types. The investment strategies include traditional real estate equity and debt, opportunistic/value-add real estate and infrastructure funds. These strategies are offered as open-ended, close-ended and private equity funds.
Washington Capital can assist clients invested in third-party fund vehicles. Our services in this capacity are customized to meet specific client requirements. At the most basic level, Washington Capital provides a due diligence review of an investment fund to determine whether we believe it is an appropriate option for a pension trust to consider. Real asset fund investments are highly illiquid and may not be an appropriate investment for clients who have short-term or liquid investment objectives. The underlying funds are managed by unaffiliated independent investment managers that are responsible for all the investment decisions of the underlying real asset investment fund.
For trusts with real asset fund investments, Washington Capital can provide monitoring services in which we review fund investment activities, quarterly reports, fund financials, capital call activity and provide a summary report on a quarterly basis.
Overview
Real asset investments have become an important, and growing, part of pension trust asset allocations. From private commercial real estate equity to infrastructure funds, real asset investments can serve as a source of returns above capital market strategies while offering significant diversification benefits.
Washington Capital can provide services for a variety of different investment strategies and vehicle types. The investment strategies include traditional real estate equity and debt, opportunistic/value-add real estate and infrastructure funds. These strategies are offered as open-ended, close-ended and private equity funds.
Washington Capital can assist clients invested in third-party fund vehicles. Our services in this capacity are customized to meet specific client requirements. At the most basic level, Washington Capital provides a due diligence review of an investment fund to determine whether we believe it is an appropriate option for a pension trust to consider. Real asset fund investments are highly illiquid and may not be an appropriate investment for clients who have short-term or liquid investment objectives. The underlying funds are managed by unaffiliated independent investment managers that are responsible for all the investment decisions of the underlying real asset investment fund.
For trusts with real asset fund investments, Washington Capital can provide monitoring services in which we review fund investment activities, quarterly reports, fund financials, capital call activity and provide a summary report on a quarterly basis.
Getting Started
Parties interested in learning more out Washington Capital’s real assets capabilities can contact us through the link below.