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Path to Implementation Details, Data & Decisions Dan Dierking

Path to Implementation Details, Data & Decisions Dan Dierking. Fund Index Expansion. Is a Closed-end Value-add index enough or does it need to be more defined? Is a more precise inclusion criteria required? If so at what level(s ): Leverage, Property Type, Lifecycle, Vintage Year?

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Path to Implementation Details, Data & Decisions Dan Dierking

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  1. Path to Implementation Details, Data & Decisions Dan Dierking

  2. Fund Index Expansion • Is a Closed-end Value-add index enough or does it need to be more defined? • Is a more precise inclusion criteria required? • If so at what level(s): Leverage, Property Type, Lifecycle, Vintage Year? • Is it even possible for Opportunistic? • Reporting timeframes are between 60 – 90 days after quarter close. • Can we squeeze that to 45 days or sooner? • Some questions around TWR or IRR as the primary measure. • Valued-add more accepted then Opportunistic.

  3. Attribution Analysis Products • What is the minimum property count for a measure to be useful as the subtypes, division, metro, etc.? • Is there other information that should be delivered to the managers? • Occupancy levels, Debt and Valuation Data. • Terminal Cap Rate, Discount Cap Rate, Income and Expense Growth.

  4. Common Submission Template Collection Validation Conversion Information Delivery • How far do we expand data collection outside of traditional NCREIF product needs? • How do we reach consensus on definitions where they do not exist, and where we have conflict?

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