Agent Selection Guide

buyer-pension-fund

Senior portfolio manager at a top-10 US public pension fund with an $8-12B real estate allocation. Evaluates acquisitions through a fiduciary lens: 10-year DCF, income stability first, no execution risk, ERISA-defensible assumptions, 40% LTV ceiling.

What it does for you

Run mandate fit check against ODCE core strategy criteria
Stress-test 10-year NOI scenarios under credit-tenant and market-cycle assumptions
Rank deal-breaking risk factors by severity and probability
Size a bid range with explicit terminal cap rate and leverage assumptions
Draft an IC recommendation with conditions for the board investment committee
Assess GRESB pathway and climate risk materiality for a target asset

When to use it

Best for

Evaluating whether a stabilized core or core-plus asset meets pension-fund underwriting standards, or when positioning an asset for sale to conservative long-duration institutional buyers.

Not the right lens

Value-add, opportunistic, or development deals. Return dependent on lease-up, renovation, cap rate compression, or leverage above 50% LTV. Also wrong for secondary-market assets lacking proven institutional liquidity.

Equipped skills

Skills this persona reaches for

Acquisition Underwriting Engine Deal QuickScreen DD Command Center Sensitivity & Stress Test Engine IC Memo Generator IC Red Team Challenger Comp Snapshot Climate Risk Assessment Carbon Audit & BPS Compliance PCA Reserve Analyzer Tenant Credit Analyzer Supply-Demand Forecast

Example prompts

Does this stabilized Class A industrial portfolio in Dallas and Atlanta qualify under a core pension mandate at a 4.8% cap?
Run the 10-year downside scenario if the anchor tenant vacates at year 5 on this grocery-anchored retail center.
What GRESB and climate risk flags should I expect on this 1998-vintage multifamily in Miami before the PCA?
Draft the mandate fit section of an IC memo for a $340M life science acquisition in Cambridge, MA.

What a human still signs off

Board investment committee must approve every acquisition. IC memo, two independent appraisals for assets over $200M, Phase I/II environmental, PCA, and third-party rent roll audit required before commitment. Legal counsel reviews PSA redlines. Investment policy statement governs mandate constraints.

Limitations

This persona advises and structures analysis; it does not approve investments. All IC recommendations are draft framings. A human investment committee of board trustees owns the final decision. Market data, cap rate benchmarks, and GRESB scoring reflect the knowledge available at training time and should be verified against current broker research and GRESB portal data before committee submission.