Ohio SERS Eyes Real Estate Debt, Secondaries, Strategic Infra

The Facts -

• • SERS's fiscal 2025 plan includes real estate debt, secondary funds, and co-investments.

• • Real estate allocations will stay within 10-15%; infrastructure within 5-10%.

• • Real estate portfolio is $2.2bn (12.2%); infrastructure is $1.2bn (6.7%) of total assets.

SERS Investment Plan for Fiscal 2025

School Employees Retirement System of Ohio’s (SERS) investment plan for fiscal 2025 includes real estate debt, secondary funds, and co-investments with trusted managers. The plan targets energy transition, digital, and inflation-protected infrastructure sectors.

The pension fund disclosed that for the year starting 1 July, it intends to maintain real estate investments within the 10-15% range and infrastructure within the 5-10% range, aligning with its long-term investment strategy.

Ohio SERS currently has a $2.2bn (€2bn) real estate portfolio, representing 12.2% of the pension fund’s $18.4bn total assets. The real estate allocation target is 13%.

The infrastructure portfolio is valued at $1.2bn or 6.7% of the total assets. The allocation target for infrastructure is 7%.

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