named programs · 4 · from sources
What they call their work
Best Practices Publications
Issues guidance documents on operational topics such as daily valuation, recordkeeping, and RFP checklists to support implementation of real estate investments in DC plans.
DCREC Research
Produces independent white papers and studies on private real estate in defined contribution plans, covering topics such as private real estate debt, REIT allocations, and liquidity solutions.
Private Real Estate in Defined Contribution Survey
Annual benchmarking survey conducted in partnership with NAREIM, NCREIF, and PREA to study capital raising, structuring, and enterprise metrics in the real estate investment management industry.
Thought Leadership Summit
Annual conference convening retirement industry leaders to discuss private real estate and private market strategies in defined contribution plans, featuring panels, networking, and insights from DCREC research.
activities · 5 groups
What they do
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Industry Advocacy and Regulatory Engagement 1 activity
- Advocacy for commercial real estate in defined contribution plansPromotes the integration and investment of commercial real estate and real estate securities within defined contribution retirement plans through education, policy advocacy, and the development of industry best practices.
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Industry Research and Benchmarking 1 activity
- Conducts research on real estate in defined contribution plansProduces original, data-driven and independent academic research on the role of real estate in defined contribution plans, including trends, investor behavior, portfolio impacts, and operational challenges; also curates and shares third-party studies and publishes white papers on key industry issues.
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Professional Membership and Association Benefits 1 activity
- Manages tiered membership engagementOperates a structured membership program with Full, Industry/Advisor, and Consultant membership tiers that offer varying levels of participation, voting rights, and access to research and events to engage stakeholders across the defined contribution real estate ecosystem.
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Professional Networking Events 1 activity
- Organizes member and industry eventsHosts annual and seasonal events including the Thought Leadership Conference and Fall Council Meeting, as well as joint networking receptions, to facilitate discussion, knowledge sharing, and connection among members, industry partners, and stakeholders in the defined contribution real estate sector.
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Professional Field Knowledge Development 1 activity
- Provides research and insights to support plan designSupports retirement plan sponsors and fiduciaries by providing access to research, benchmarking data, and industry insights to help design diversified investment portfolios that include real estate for defined contribution plan participants.
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financials · form 990 · fy2025
revenue
Total revenue$244K
Contributions & grants$232K95%
Program service revenue$00%
Investment income$12K5%
Other revenue$0
expenses
Total expenses$328K
Program expenses98%
Admin / overhead2%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$335K
Cash$335K
Investments$0
Liabilities$2K
Net assets$334K
Liquid reserves12.3 mo
4 years on record · 2020–2025 · YoY revenue -10.2%
leadership · form 990 part vii · fy2025
Who runs it
board members · 20
- ADAM RUGGIERO — DIRECTOR
- BILL LEITNER — DIRECTOR
- BRAD NATALE — DIRECTOR
- BRANDON MILLEN — CO-PRESIDENT
- DAVID MAKOWICZ — DIRECTOR
- DIANE SMOLA — CO-PRESIDENT
- GIANLUCA MONTALTI — DIRECTOR
- JANI VENTER — DIRECTOR
- JAY STRUZZIERY — DIRECTOR
- JOSH SAMILOW — DIRECTOR
- KARA FOLEY — DIRECTOR
- KEVIN DALRYMPLE — DIRECTOR
- KURT WALTEN — DIRECTOR
- LEON VOLCHYOK — DIRECTOR
- MICHAEL O'CONNOR — DIRECTOR
- MICHELLE REUTER — DIRECTOR
- PETER PALANDJIAN — DIRECTOR
- SARA SHEAN — DIRECTOR
- SHAWN LESE — DIRECTOR
- TRACEY LUKE — DIRECTOR
relationships · 12
Who they work with
- Clarion Partners Partner — Collaborated on research related to private real estate in defined contribution retirement plans.
- DCIIA Partner — Co-hosted a joint networking reception with DCIIA.
- DCIIA Partner — Co-hosts a joint networking reception with DCREC during the Thought Leadership Summit.
- DCIIA Partner — Co-hosts a joint networking reception with DCREC.
- DCIIA Partner — Co-hosts the Joint Networking Reception with DCREC ahead of the Thought Leadership Summit.
- NAREIM Partner — Co-publishes the Private Real Estate in Defined Contribution Survey.
- NCREIF Partner — Co-publishes the Private Real Estate in Defined Contribution Survey.
- PREA Partner — Co-publishes the Private Real Estate in Defined Contribution Survey.
- consultants Partner — Target audience for research dissemination and industry dialogue
- industry leaders Partner — Collaborates with industry leaders to advance real estate inclusion in retirement plans.
- plan sponsors Partner — Target audience for research insights and engagement in public forums
- policymakers Government — Intended recipients of research insights to inform regulatory and policy decisions
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Collaborative Industry Engagement Modelmethodology: collaborative_network_modelBy convening and networking diverse stakeholders—including institutional asset managers, regulators, and retirement industry leaders—through exclusive forums and tiered membership structures, the organization advances systemic adoption of real estate in retirement plans because collective dialogue and shared governance increase alignment and accelerate industry change.
- Expert-Led Governance for Strategic Credibilitymethodology: expert-led governanceBy assembling a leadership and governance structure composed of industry experts in real estate, product development, and regulation, the organization enhances the legitimacy and impact of its research and advocacy, because technical authority increases trust and influence among key decision-makers.
- Research-Driven Advocacy for Real Estate Integrationmethodology: research-driven advocacyBy generating and leveraging independent, data-driven research, the organization influences policy and practice to advance the inclusion of private real estate in defined contribution plans, because evidence-based analysis strengthens credibility with plan sponsors, policymakers, and industry stakeholders.