INVESTMENT MANAGER OVERVIEW
Investment Manager Responsibilities
The investment manager is typically responsible for overseeing the plan's real estate investment program. It is typically the investment manager's responsibility to:
- source investments to be made on behalf of the plan;
- perform the appropriate due diligence to substantiate the long-term value of investments and confirm that investments are consistent with the plan's investment guidelines;
- oversee all the legal negotiations and related activity necessary to close acquisitions and/or loan transactions;
- oversee all portfolio and asset management responsibilities during the term of the investment;
- develop appropriate ongoing investment management strategies;
- oversee the leasing, financing, maintenance, and renovation of all aspects of the property;
- develop valuation models in order to report accurate information to the plan with respect to the value of its investment;
- oversee all disposition efforts; and
- maximize the value of the asset.
