Best Practices

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.


RFP Checklist NEW

Checklist For Effective Use of Private Real Estate in DC Plans
This "Checklist" is designed to assist Plan Sponsors and Plan Advisors/Consultants within the DC marketplace who are evaluating direct real estate funds for use in their DC Plans, as part of a multi-asset risk/age-based fund or in some cases as a stand-alone option.

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Principles of Daily ValuationNEW

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.

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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. 
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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.

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DCREC Glossary
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.

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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

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DCREC Announces Launch Of Third Annual DC Industry Survey (May 2, 2023) 

The Defined Contribution Survey is the only comprehensive study of its kind, delving deeply into DC capital raising, structuring, organizational metrics, and best practices of real estate investment managers. This research is intended to support expansion strategies in the DC market.

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