Case | HBS Case Collection | December 1994 (Revised December 1995)

The JKJ Pension Fund

by William J. Poorvu and John H. Vogel Jr.

Abstract

The JKJ pension fund currently has $187 million invested in 14 properties. Sarah Griffin, the portfolio manager for real estate, needs to value each of the properties and recommend which ones should be sold and which ones to hold. She further needs to recommend guidelines for new investments and the appropriate portfolio for a major pension fund.

Keywords: Property; Investment Portfolio; Valuation; Investment Funds; Financial Management; Real Estate Industry; Financial Services Industry;

Citation:

Poorvu, William J., and John H. Vogel Jr. "The JKJ Pension Fund." Harvard Business School Case 395-133, December 1994. (Revised December 1995.)