Insights

Data will tell you everything except what to do with it. That’s why we take a different approach. We see investment management through the eyes of investors, users and occupiers. Combining this unique perspective with extensive data, analytics and insight helps identify actionable trends that inform decisions and execution. Our vast research and robust analytics help identify opportunities for our clients with the goal of generating performance across the real assets spectrum. This is the new real assets reality.
2022
Global Vision

Re-examining real assets trends in a rapidly changing world
Explore the second edition of our Global Vision that takes a deeper look at structural factors impacting the real assets investment landscape.
Read MoreThe Real Assets Reality
- Article | Real Assets Reality
Credit Where Credit's Due - The Role of Real Estate Credit
April 1, 2022 8 Minute Read
Real estate debt is playing an increasingly important role in real assets portfolios with investors expanding from real estate equity into credit.
Macro Trends
- Article | Perspectives
Inflation Monitor: What is inflation and our latest Macro House View
April 26, 2022 15 Minute Read
In this paper, we will discuss drivers of today’s inflation, the expectations and potential risks, and inflationary indicators we watch to develop our House View.
- Article | Perspectives
U.S. Modern Logistics: record-breaking growth – will 2022 be another record year?
April 1, 2022 15 Minute Read
U.S. modern logistics had a record-breaking year in 2021. Demand, rental growth and investment activity all scaled new heights.
- Article | Perspectives
European Modern Logistics: Primed for sustained growth
April 1, 2022 15 Minute Read
Thanks to long-term structural drivers, Modern logistics, Europe’s top-performing real estate sector in 2021 is set for a period of sustained outperformance.
- Article | Perspectives
Gonna fly now: REITs race into 2022 and beyond (Global)
February 3, 2022 4 Minute Read
In a year of moderating economic growth, high inflation, and rising interest rates, the global REIT asset class stands ready to go the distance for investors. W...
Investing for the Future
- Article | Perspectives
Future-proofing Long Income for the Sustainable Revolution
November 1, 2021 10 Minute Read
Real Estate Long Income has a track record of providing real estate and fixed income investors with attractive risk-adjusted returns, whilst simultaneously prov...
- Article | Perspectives
Case for Core Real Estate In Daily-Priced Multi-Asset Solutions
May 1, 2020 10 Minute Read
Private real estate is prevalent within institutional investor portfolios, and core real estate is key to this. As the readiness of daily-priced private real es...
Sector Spotlight
- Article | Perspectives
U.S. Modern Logistics: record-breaking growth – will 2022 be another record year?
April 1, 2022 15 Minute Read
U.S. modern logistics had a record-breaking year in 2021. Demand, rental growth and investment activity all scaled new heights.
- Article | Perspectives
European Modern Logistics: Primed for sustained growth
April 1, 2022 15 Minute Read
Thanks to long-term structural drivers, Modern logistics, Europe’s top-performing real estate sector in 2021 is set for a period of sustained outperformance.
Infrastructure
- Article | Perspectives
Roundtable Interview - Digitalisation and Decarbonisation
October 7, 2022 4 Minute Read
As more and more sectors embrace digital solutions, it is likely that digital infrastructure will continue to see greater levels of investment.
- Article | Perspectives
At the Mid-Mark: Infrastructure Steadfast for Investors
August 1, 2022 5 Minute Read
Infrastructure is an asset class known for its durable cash flows and resilient total returns. In a rough year for investors, infrastructure is delivering on it...
- Article | Perspectives
Energy security comes to the fore for European infrastructure
May 24, 2022 6 Minute Read
Energy security is taking the driving seat in European energy strategies – but is that happening at the expense of energy transition objectives?
- Article | Perspectives
Relentlessly reliable: A decade of listed infrastructure
May 12, 2022 5 Minute Read
The listed infrastructure asset class has seen significant changes. In this piece, we review the CBRE listed infrastructure platform.
Credit
- Article | Perspectives
Core Real Estate: opportunities to enhance returns and lower risk
June 28, 2022 20 Minute Read
U.S. Core Real Estate investments continue to deliver consistent total returns with a stable income component, at a relatively low risk point.
- Article | Perspectives
The role of credit in transforming European real estate to meet future ESG standards
April 27, 2022 10 Minute Read
This article focuses on ESG, and specifically real estate’s need to rapidly reduce its environmental impact to contribute towards the raft of government net zer...
- Article | Perspectives
Real Assets Credit Convictions Framework: In-depth 2
December 1, 2021 5 Minute Read
In our third paper in the series, we explore the widely misunderstood measure of default.
Listed
- Article | Perspectives
A Tactical Opportunity for a Strategic Allocation: REITs on sale for investors
August 1, 2022 5 Minute Read
As we review the real estate market, we find an unappreciated opportunity for investors. REITs are down in line with broad markets year to date, despite superio...
- Article | Perspectives
At the Mid-Mark: Infrastructure Steadfast for Investors
August 1, 2022 5 Minute Read
Infrastructure is an asset class known for its durable cash flows and resilient total returns. In a rough year for investors, infrastructure is delivering on it...
- Article | Perspectives
Relentlessly reliable: A decade of listed infrastructure
May 12, 2022 5 Minute Read
The listed infrastructure asset class has seen significant changes. In this piece, we review the CBRE listed infrastructure platform.
- Article | Perspectives
The Case for Global Listed Infrastructure: Durable returns with durable growth
March 8, 2022 5 Minute Read
We explore the distinct investment characteristics that position the Listed Infrastructure asset class to create value for investors.
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Sabina Reeves Global Chief Economist & Global Head of Real Assets Research
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
Regional Thought Leadership

Multidimensional Approach
Our Information Advantage
We combine expansive research and robust analytics to identify opportunities and generate performance across the real assets spectrum.
Insights in Your Inbox
Sign up to access our latest real assets intelligence, from investment views to expert insights and reports.