DCREC is committed to advancing best practices in the use of real estate across the defined contribution industry through research and engagement with the broader DC community, including plan sponsors, consultants, regulators, and related industry.
Principles of Daily Valuation
Private Real Estate in DC: Ten Key Principles Recommended for Daily Valuation of Private Equity Real Estate Investments
A guide to understanding best practices in daily valuation covering topics such as incorporating third-party appraisals, establishing an objective daily valuation process and recognizing the impact of material events. This guide also highlights currently accepted methods for daily valuation.
DCREC surveyed its members to gain insights on adherence to the current 10 Key Principles for Daily Valuation. The enclosed visual depicts that 100% of respondents with a daily valued product comply with the current principles.
Generally Accepted Practices for Recordkeeping Private Real Estate Funds in Defined Contribution Plans
The purpose of this paper is to address perceived operational complexities and provide confidence to fiduciaries, record keepers, custodians and other administrative service providers in accessing and administering less liquid options in a daily valued environment.
This Glossary is a reference source for key terms commonly used in discussions on real estate investments in defined contribution plans. It does not attempt to serve as a comprehensive list of investment terms. This document will be updated on a regular basis as new terms are deemed valuable. To suggest new terms for inclusion, please email us.
Product Structures & Investor Eligibility
Direct Real Estate in DC Plans: 10 Key Principles For Product Structures & Investor Eligibility
Examining the compatibility with the defined contribution market, recordkeeper systems, institutional quality, transparency, strong investor regulatory protections and cost efficiency
Checklist For Effective Use of Private Real Estate in DC Plans
The first-ever Checklist for defined contribution (DC) plan sponsors and consultants considering the addition of private real estate as an investment option in DC plans.