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.
Recent supply disruptions tied to the Middle East conflict are reverberating through global economies, with the magnitude of impact varying by energy reliance, production capacity and policy response.
- Market Research
Built on Infrastructure
Infrastructure has become a core portfolio allocation, offering resilient, income-generating returns supported by essential services and long-term structural trends.
Investment Perspectives
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How AI, energy demand and sustainability are reshaping APAC real asset strategy amid rising resource constraints.
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Built on Infrastructure
Europe’s strategic autonomy imperative is an infrastructure delivery challenge
August 5, 2026
How energy security, digital sovereignty, defense readiness, and supply chains are reshaping Europe's infrastructure investment case.
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Investment Perspectives
Why Affordable Housing Is Becoming a Portfolio Anchor for DC Capital
July 23, 2026
The affordable housing market is structurally undersupplied, driving sustained demand for affordable, high-quality, energy-efficient homes
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Built on Infrastructure
Webcast Replay - No Limit on Opportunity: Why Mid-Market Core+ Infrastructure Thrives in Open-End Funds
July 21, 2026
Mid-market infrastructure offers a return premium over large-cap peers within resilient, well-matched open-end fund structures.
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Investment Perspectives
In Conversation: Integrating Sustainability in Listed Real Assets
July 10, 2026
Ken Weinberg and Diane Wade discuss how CBRE IM integrates sustainability into listed real assets investing and client mandates.
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Infrastructure investing has never stood still. From railways and ports to data centers and AI-powered grids, the asset class has continuously reinvented itself
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Powered land — surging U.S. electricity demand and AI data centers make sites with secured interconnection and onsite power a prized infrastructure asset.
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Investing at the Intersection, Built on Infrastructure
Powering AI in an age of anxiety
June 3, 2026
In a period of uncertainty and elevated inflation, the rapid expansion of generative AI and the data centers that house it has heightened anxiety over the availability of power and rising costs to consumers
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Global real estate secondaries broaden in 2025 with rising GP‑/LP‑led liquidity, expanding sector reach, and larger institutional‑scale transactions.
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Investing at the Intersection, Built on Infrastructure
Viewing Social Housing as Critical Infrastructure
April 13, 2026
Cities reframing social housing as infrastructure to unlock patient capital, speed planning, scale supply and deliver resilient, affordable homes.
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Investing at the Intersection
Solving Europe’s Housing Challenge Starts with Supply — and Unlocking the Capital to Deliver It
March 31, 2026
Europe faces a structural housing undersupply; unlocking long‑term institutional capital and ensuring stable, predictable policy frameworks are key to accelerating new supply.
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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.
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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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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AI-driven demand fuels infrastructure growth, with power and energy transition leading deals and resilient returns amid geopolitical risk and tech expansion.
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Market Research
Germany at an Inflection Point: Liquidity, Pricing and Selective Opportunity
June 8, 2026
Germany’s CRE market is stabilizing post repricing, with recovering liquidity, attractive yield spreads and strong residential demand amid supply shortages.
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Market Research
U.S. Student Housing: Why All News Is Local and What It Means Beyond the Headlines
May 5, 2026
Student housing opportunities are defined locally, where university enrollment consolidation is creating market pressure and investment potential.
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As an energy shock slows economic growth globally, we expect delayed recovery in the U.S. and Europe, and Australia and Japan weaker for longer.
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Investing at the Intersection, Built on Infrastructure
No Limit on Opportunity: Mid-Market Core+ Infrastructure Thrives in Open-End Funds
April 1, 2026
Mid-market infrastructure investments in open-end funds offer superior risk-reward profiles, diversification and clear exit pathways, making them an attractive option for investors.
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Infrastructure delivers defensive returns and growth opportunities as governments seek private capital to enhance sovereignty in energy, tech and supply chains.
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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.
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
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