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Pension Fund Inferno? Calstrs Seeks $30 Billion In Leverage Amid CRE Turmoil (RE Makes Up 17% Of Calstrs Portfolio)
Confounded Interest ^ | 01/07/2024 | Anthony B. Sanders

Posted on 01/07/2024 11:11:09 AM PST by Kaiser8408a

California is experiencing a pension inferno!

One of the biggest public pension plans in the US plans to borrow tens of billions of dollars to maintain liquidity instead of triggering a fire-sale of its assets.

Bloomberg reports the roughly $318 billion California State Teachers’ Retirement System (CalSTRS) plans to borrow $30 billion, or about 10% of its portfolio, instead of raising funds through an asset sale that might trigger fire sales.

Borrowing to lever up its real estate-laden portfolio when CRE returns are negative??

Calstrs board members will review the first draft of the policy next Thursday. If approved, the leverage would be used “on a temporary basis to fulfill cash flow needs in circumstances when it is disadvantageous to sell assets,” a CalSTRS policy document stated.

The need to increase leverage comes after a report from the Financial Times last April explained that CalSTRS was planning to write down the value of its $52 billion commercial real estate portfolio after high interest rates crushed the values of office towers.

At the time of the FT report, CalSTRS Chief Investment Officer Christopher Ailman told the media outlet that:

“Office real estate is probably down about 20 percent in value, just based on the rise of interest rates,” adding, “Our real estate consultants spoke to the board last month and said that they felt that real estate was going to have a negative year or two.”

FT noted real estate makes up about 17% of Calstrs’ overall assets.

We’re sure Calstrs is one of many pension plans under pressure from the CRE downturn. Also, regional banks have high exposure to CRE and are still not out of the woods.

Remember these “best minds in real estate.”

(Excerpt) Read more at confoundedinterest.net ...


TOPICS: Business/Economy; Food; Government; Politics
KEYWORDS: california; californication; newscum; pensionfunds
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1 posted on 01/07/2024 11:11:09 AM PST by Kaiser8408a
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To: Kaiser8408a
When CALPERS crashes, they will look for a Federal bailout, and they will get one. Illinois will be right behind them. New York will follow. The only way Democrats can continue is to bleed the Red States dry.

Time for California to revert to territorial status and lose all representatives in the Senate and the House.

2 posted on 01/07/2024 11:17:27 AM PST by flamberge (He who rides the tiger can never let go.)
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To: Kaiser8408a

Slippery slope


3 posted on 01/07/2024 11:17:34 AM PST by ChildOfThe60s ("If you can remember the 60s....you weren't really there")
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To: Kaiser8408a

Heh, left wing “eddikators” apparently are not able to teach mere high school math to their students, and one wonders why their pension funds have failed?


4 posted on 01/07/2024 11:24:19 AM PST by Da Coyote
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To: Kaiser8408a

Remember, children—after you have maxxed out all of your credit cards go to your local bank and ask to borrow some more money—they will love having you as a customer.

Lol.


5 posted on 01/07/2024 11:27:05 AM PST by cgbg ("Our democracy" = Their Kleptocracy)
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To: Da Coyote

The pension funds are just insolvent—failed is when they run out of cash and can’t get it anywhere.


6 posted on 01/07/2024 11:28:34 AM PST by cgbg ("Our democracy" = Their Kleptocracy)
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To: Kaiser8408a; flamberge

LOL! Are CalSTRS and CalPERS still pretending that they’re getting 8 percent returns?


7 posted on 01/07/2024 11:29:44 AM PST by kiryandil (Rocco is roccking again!!)
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To: kiryandil

They “hedged” their risky investments for years with long term treasury securities—at 0.5% interest.

The fund is a total dumpster fire.

Lol.


8 posted on 01/07/2024 11:35:08 AM PST by cgbg ("Our democracy" = Their Kleptocracy)
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To: kiryandil
LOL! Are CalSTRS and CalPERS still pretending that they’re getting 8 percent returns?

How I wish I could get 8 percent returns.

Hey, I just got an offer to invest in a share of the toll roads in Pennsylvania. A 22% guaranteed return ;) All they want for "investor verification" is my bank account number. What a deal! How can I turn that down?

Err, Ummm, mumble, mumble...

9 posted on 01/07/2024 11:42:51 AM PST by flamberge (He who rides the tiger can never let go.)
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To: cgbg

A shave and a haircut... two bits.


10 posted on 01/07/2024 11:46:05 AM PST by abb
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To: Kaiser8408a

Cue up movie margin call.


11 posted on 01/07/2024 11:48:46 AM PST by Mouton (US Home to one party rule)
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To: Mouton

Great movie—despite all the “expert” claims to the contrary—nothing has been fixed.

If anything it has gotten worse.

The Fed is like a hockey goalie playing a fifteen year hockey game against an all-star team with no other defenders.


12 posted on 01/07/2024 11:53:51 AM PST by cgbg ("Our democracy" = Their Kleptocracy)
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To: flamberge

When somebody starts talking 6 percent, my financial spidey-sense tingles...


13 posted on 01/07/2024 11:55:21 AM PST by kiryandil (Rocco is roccking again!!)
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To: cgbg

“Known to the state of California”


14 posted on 01/07/2024 11:56:27 AM PST by kiryandil (Rocco is roccking again!!)
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To: Kaiser8408a

Bookmark


15 posted on 01/07/2024 12:02:25 PM PST by dragnet2 (Diversion and evasion are tools of deceit)
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To: Kaiser8408a

In part explains the push to get folks back into the office v WFH.


16 posted on 01/07/2024 12:48:12 PM PST by ealgeone
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To: Kaiser8408a

Wow! All those investments in ESG companies must not have given them the returns they wanted! That and refusing to invest in corporations based in many Red States.


17 posted on 01/07/2024 12:51:02 PM PST by georgiarat (We must be free not because we claim freedom, but because we practice it. William Faulkner )
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To: Kaiser8408a

This will result in more tax avoidance and evasion by retired Californians living in Oregone or the state of Washington for spring/summer/and the fall, and shadow living in their former homes in California.

Washington state does not have a personal or corporate income tax. Many Ca. tax evaders live in Vancouver, Washington and pay no income or corporate taxes and then do their major shopping at Costco and other stores in Oregone with no sales tax.


18 posted on 01/07/2024 1:00:18 PM PST by Grampa Dave ("Every single one of us should lose any hope with the Biden thugs and Joe Pedo!)
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To: Kaiser8408a

The other giant Kalifornia pension fund is the Kalifornia Public Employees’ Retirement System (CalPers). The State workers union is so powerful they managed to get a pension guarantee into the Kalifornia Constitution. When (not if) the CalPers fund is in trouble, pensions will be paid out of the general fund. The Kalifornia taxpayers are on the hook for each and every pension.

If CalStrs has the same proviso, the Hussein/Biden Regime economy could reek havoc in Kalifornia. If any Kalifornia democRAT office holders desire to remain in office, they will bend over for these massive unions. The ongoing exodus of those who can move out of Kalifornia will just increase. There have been articles about all the CalPers retirees leaving Kalifornia for Nevada, Texas, Idaho, etc. They do not spend all that money in Kalifornia. I can see a time when Kalifornia will have its own Atlas Shrugged moments, only there will be no magical train. Just search the phrase “train to nowhere.”


19 posted on 01/07/2024 1:06:21 PM PST by Ronaldus Magnus III (Do, or do not, there is no try)
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To: Grampa Dave

‘Cause I’m the taxman
Yeaaah, I’m the taxman
And you’re working for no one but me (taxman!)
-The Beatles


20 posted on 01/07/2024 2:20:13 PM PST by citizen (Put all LBQTwhatever programming on a new subscription service: PERV-TThose look good)
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