ORG Portfolio Management LLC

ORG's Thor Eriksen, Lucas Tiberi and Maddie Mittler will be attending the RELPI | Interests Aligned? Cleveland Investors Experience on November 14, 2024. We look forward to connecting with our peers and discussing today's dynamic investment environment.

On December 4, 2024, ORG Principal and Investment Committee Member Stephen Stuckwisch, CFA, CAIA will be moderating a panel discussion on the multifamily real estate markets at the Markets Group Real Estate Global Forum in New York.

ORG's Kevin Stone, Lucas Tiberi and Maddie Mittler recently spoke to the students of the Fisher Real Estate Society at The Ohio State University to discuss the real estate markets today and how to prepare for a career in the institutional investment industry.

Feature in the November issue of Institutional Real Estate Americas: Evaluation day: Consultants and asset managers advise investors on how to structure and evaluate their investment management team Thank you to the consultants who shared their thoughts in this article: Elizabeth Bell at Hamilton Lane Edward Schwartz at ORG Portfolio Management LLC Roy Schneiderman at Bard Consulting LLC Times of market stress pull at the loose threads of a portfolio. It becomes clear if holdings or a strategy are starting to unravel, making a clear-headed assessment of holdings and the market situation essential. How should institutional investors go about such a review? How should they be reviewing their managers? And when they review their own internal workings, how should they be structuring their own teams? Roy Schneiderman: “For me, a B+ investor that is an A fiduciary is better in the long run than an A investor that is a C– fiduciary,” Schneiderman maintains. “You want a manager to be there side-by-side with you through the good times and the bad.” Edward Schwartz: Teamwork is key. Beyond all the metrics, and behind all the software, it’s important to remember that real estate “is a relationship business at its core,” Elizabeth Bell: “We believe diversity of thought is always important to maximize investment team performance, especially in a transitional market environment like today,” she says. “At a time where the use of real estate is changing, it is important to have team composition that can recognize and relate to new and innovative property ideas and uses.” SUBSCRIBE HERE: https://lnkd.in/gB7kJCyb

In November, ORG Principal Thor Eriksen will speak at the RELPI | Interests Aligned? Cleveland Investors Experience conference to discuss real estate investment topics and the current environment.

?? Huge shoutout to ORG Portfolio Management LLC for being an Eagle Sponsor for our upcoming fundraiser at Topgolf! Your support helps us empower future leaders and make a difference in our community. ?? Thank you for believing in our mission! ?? ?? - Learn more about the event and how you can get involved - https://lnkd.in/g6JbrKJv

In November, ORG Co-Founder and Principal Edward Schwartz will speak at the Soccerex Miami conference to discuss ORG’s involvement and investment in Ipswich Town FC.

ORG is proud to endorse Mark Steed, Arizona PSPRS for Public Pension Plan CIO of the year and David Cooper, CFA, CAIA, Purdue Research Foundation for Endowment/Foundation CIO of the year. https://lnkd.in/e9kZDGTr

Real estate debt fund managers utilize many forms of fund-level financing to enhance returns. Increasingly, mortgage loan repurchase agreements, also known as repo facilities, are used for levered whole loan strategies. See ORG’s latest thought piece on the features, benefits and risks of repo facilities.

ORG's Stephen Stuckwisch, CFA, CAIA will be a featured speaker at the RELPI | Interests Aligned? Columbus Investors Experience sharing his views on the world of real estate