Insights
We see investment management through the eyes of investors, users and occupiers. Combining this unique perspective with extensive data helps to identify actionable insights and solutions for your portfolios.
The global macroeconomy is expected to show resilience over the medium term, but investors should remain cautious due to elevated risks.
Real estate and infrastructure have converged into a unified opportunity that creates diversified portfolios designed to meet investors’ return objectives.
Investment Perspectives
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Investing at the Intersection
Infrastructure Outperformance Will Be Earned by Managing System Bottlenecks
March 3, 2026
Electricity demand is surging, pushing US energy systems toward resilient models focused on security, reliability, and affordability.
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With the start of 2026, markets are in the midst of rotation, and disruption is afoot.
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Investment Perspectives
Turning houses into homes: how institutional practices can assist the delivery of quality affordable housing
February 5, 2026
Institutional best practice can elevate affordable housing through better design, resident focus and long‑term investment, helping create quality homes and stronger communities.
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Investment Perspectives
Pan-European Livings Funds: The Importance of Building Scale
February 5, 2026
Scale is becoming crucial in European living funds, with larger vehicles offering diversification, efficiency and better outcomes as consolidation accelerates
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Investment Perspectives
Alpha Under Pressure: Finding Value in U.S. Real Estate Webcast Replay
January 21, 2026
This webcast examines how institutional investors can find real estate value in a U.S. market defined by sustained higher interest rates, evolving capital flows and shifting sector performance.
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Europe's real estate offers durable income & risk-adjusted returns. Learn about macro tailwinds, sector strategies, and disciplined capital allocation in this CBRE IM analysis.
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Investors can no longer rely on historical correlations between equities and bonds to carry the burden of diversification.
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Future of Real Assets is Today
Time to Rethink Diversification for the Decades Ahead
October 21, 2025
Over the past three decades, asset allocation models were optimized for an era defined by increased globalization, declining interest rates, as well as low and stable inflation.
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Using an AI-enhanced proprietary process to estimate the true size of the real estate secondaries market. CBRE Investment Management has identified that roughly US$24.3 billion worth of global real estate secondaries transactions closed in 2024.
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Future of Real Assets is Today
Reviewing Listed Real Estate: Top Questions From Investors
September 3, 2025
As markets have progressed in 2025, we’ve received several questions from investors on listed real estate.
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Investment Perspectives
Infrastructure Holds the Center: Positioning in a Dynamic Market
August 29, 2025
With AI and power demand on the rise, listed infrastructure is at the center of a dynamic market. Our latest analysis suggests a favorable outlook for returns in the sector.
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CBRE IM sees opportunity in U.S. real estate. Key strategies: modern logistics, SFR, retail, San Fran multifamily, and self-storage. Focus: durable income & yield.
Market Research
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Chart of the Week details economic data and commentary from our Research and Investment teams on the market and investment trends of the day.
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Investment in European retail parks shows positive trends, but success hinges on local factors and asset-specific execution.
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The global macroeconomy is expected to show resilience over the medium term, but investors should remain cautious due to elevated risks.
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Generative Artificial Intelligence is the latest transformative force to redefine the landscape of U.S. employment and commercial office real estate.
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In CBRE’s Our Take, Adam Gallistel, CBRE IM’s Co-CEO and Chief Investment Officer, presents a compelling case for U.S. institutional investors to reconsider their low allocations to European core real estate.
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Will today's narrow cap rate spreads persist due to inflation protection needs or revert to historical norms should market fundamentals deteriorate?
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Infrastructure investors face uncertainty around shifting policies and geopolitics, sparking questions about rotation to European markets and the impact on AI.
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The resilience of infrastructure in an economic downturn presents a compelling investment case: Infrastructure Quarterly dives into the state of the market.
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The European logistics sector is undergoing a structural transformation driven by e-commerce, urbanization, supply chain reconfiguration and near-shoring.
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The global economy remains resilient amid fiscal expansion, above-average inflation and significant AI investments with uncertain productivity payoffs.
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Future of Real Assets is Today
Plugging the Leaks: Why Operational Excellence is Key to Residential Performance
October 6, 2025
The European residential market is entering a period where investor performance is less about yield compression and driven more by enhancing net income.
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Market Research
Tariffs on the Move: Unpacking Their Impact on Asia Pacific Logistics Markets
September 30, 2025
APAC logistics markets like Japan, Australia and South Korea are resilient amid tariff uncertainty due to strong intra-regional trade and domestic consumption.
Sabina Reeves Chief Economist & Head of Insights & Intelligence
We make the real assets universe smaller by searching the full landscape then guiding our portfolio managers to the markets we believe offer the best relative value for our clients.
Meet Sabina Reeves
Experience, Scale and Reach
Our Team
30+
Dedicated fundamental and quantitative researchers
We apply data science in portfolio construction, risk management and trend analysis using proprietary models to inform our top-down insights that drive forecast and conviction calls.
Our Team
20+
Dedicated analytics and risk measurement specialists
We extract and analyze operational data from our assets and occupiers and use this bottom-up intelligence to identify short- and long-term real assets trends.
Our Reach
300+
Market-sector combinations analyzed
RARE is one of our proprietary top-down analysis tools that guides tactical market and sector selection as part of our risk-return framework.
Learn MoreInsights & Intelligence Team
- London, United Kingdom
Sabina Reeves
Chief Economist and Head of Insights & Intelligence, CBRE Investment Management
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