ORG offers services to clients on a full retainer or unbundled basis for all types of institutional investors, including pension funds, endowments, taft-hartley plans, foundations, family offices and other institutional investors. ORG can serve in a fiduciary capacity pursuant to ERISA requirements.

ORG Portfolio Management

ORG Portfolio Management is an entrepreneurial fiduciary providing real assets consulting services to our clients with process driven, customized and objective advice, without conflict. Services provided include the following:

  • QPAM Services
  • Policy Development and Review
  • Investment Manager Due Diligence, Selection and Monitoring
  • Portfolio Rebalancing and Implementation of Tactical Opportunities
  • Fee Modeling and Negotiations
  • Manager and Funds Database
  • Performance Reports for Portfolios and Investments
  • Global and Domestic Market Research
  • Structuring Techniques
  • Summits and Symposiums
  • Private vs. Public and Strategic vs. Tactical
  • Commingled Funds, Co-Investments, Secondaries and Separate Accounts
  • Real Estate, Timber, Agriculture, Natural Resources and Infrastructure

ORG Property Management

ORG Property Management has one philosophy – establishing long-term relationships with our tenants within our real estate portfolio. How we train our employees, how we communicate within and beyond the organization and everything we do revolves around this philosophy. Our sole mission is tenant satisfaction. This is greatly achieved by consistent communication and conflict resolution in a timely and efficient manner, competitive rental rates with best-in-class amenities provided, and unparalleled service provided by the Property Management and Operations team. Other services provided include the following:

  • Full service property management
  • On-site management personnel
  • Timely repair and maintenance services
  • Manage tenant needs with efficiency and professionalism
  • Premiere services and amenities
  • In house tenant improvements, construction management, space design
  • Procurement of entitlements, zoning, and incentives