Case Study: a U.S. public pension fund improves real estate returns with RCLCO

a U.S. Public Pension Fund boosts real estate returns by 200 bps with RCLCO

The customer, a U.S. public pension fund, faced the challenge of reorienting its underperforming real estate portfolio for growth and income generation. To address this, the vendor RCLCO was engaged to provide a strategic portfolio structure and pacing plan.

RCLCO implemented a comprehensive, evidence-based investment strategy and a rigorous manager selection process. This solution allowed the fund to commit over $3 billion in equity and gain greater control over its portfolio. The measurable impact was a significant performance improvement, with the portfolio's return outpacing its benchmark by approximately 200 basis points over both three-year and five-year horizons.

U.S. Public Pension Fund