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
Explore the second edition of our Global Vision that takes a deeper look at structural factors impacting the real assets investment landscape.
Read More
We are delighted to share our latest insights on the real assets investment landscape with you.
We illustrate how novel place types, analytical techniques, and nontraditional data can be harnessed to make real estate investment decisions.
April 1, 2022
Real estate debt is playing an increasingly important role in real assets portfolios with investors expanding from real estate equity into credit.
Learn how listed real assets exposure can provide an important complement to private markets.
In this essay, we take a step back and look at the demographic trends that while drive the next forty years of real assets demand.
This paper examines how demographic trends remain supportive of PBSA markets globally, with a particular focus on the UK.
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.
U.S. modern logistics had a record-breaking year in 2021. Demand, rental growth and investment activity all scaled new heights.
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.
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. Within, we review the
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. Within, we review the 2022 setup for global real estate and the factors that can influence future performance.
Article
High energy costs, shifting consumer dynamics and supply chain disruption have created something of a perfect storm for inflation. December data shows that UK inflation reached a 30-year high, but it may still be set to peak.
COVID crammed a multi-year market cycle into only 24 months, with significant implications for evaluating investment manager performance. Within, we review the story of COVID, global real estate markets, and the managers who delivered alpha during this period.
Public and private global real assets are essential to solve the challenges of modern markets. In an environment of moderating growth, they can provide durable returns despite risi
How are real estate managers thinking about the risk of cap rates increasing given the shifting Federal policy and inflationary forces 5-7 years out?
COVID crammed a multi-year market cycle into only 24 months, with significant implications for evaluating investment manager performance.
Retail transformation in the Netherlands explores the transformation and re-purposing potential for Dutch retail through the addition of resi functions.
Real Estate Long Income has a track record of providing real estate and fixed income investors with attractive risk-adjusted returns, whilst simultaneously providing inflation hedging characteristics and secure and long (20+ years) cashflow.
Report
A collection of essays that mirrors the day-to-day debate within CBRE Investment Management, Global Vision looks under the bonnet of the core themes underpinning the real assets landscape.
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 estate investment solutions increases, core real estate is an opportune addition to multi-asset portfolios.
Article
Decarbonization: Listed Infrastructure’s Starring Role looks at the imperative to reduce carbon, and the impact listed infrastructure companies can have.
Over the past decade investors have relied on core real estate as a source of strong income and capital returns.
Investors have turned to senior living and care sectors based on the thesis that greying of the baby boomer generation will create millions of new customers.
The webinar discusses on the State of the U.S. and European logistics market trend and the involved opportunity.
As capital markets show volatility and signs of economic slowdowns emerge, investor interest in residential real estate remains steady.
This paper analyzes the performance of Green Star office buildings in Australia’s three largest office markets - Sydney, Melbourne and Brisbane
Retail transformation in the Netherlands explores the transformation and re-purposing potential for Dutch retail through the addition of resi functions.
This paper examines how demographic trends remain supportive of PBSA markets globally, with a particular focus on the UK.
We illustrate how novel place types, analytical techniques, and nontraditional data can be harnessed to make real estate investment decisions.
U.S. modern logistics had a record-breaking year in 2021. Demand, rental growth and investment activity all scaled new heights.
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.
Driven by long-term structural trends, such as the growth of e-commerce and supply chain reconfiguration, the recent outperformance of the logistics sector is set to continue.
Clicks to Bricks explores the potential deterrents to ecommerce growth and ways in which bricks-and-mortar retail could step up and save the day.
Report
A collection of essays that mirrors the day-to-day debate within CBRE Investment Management, Global Vision looks under the bonnet of the core themes underpinning the real assets landscape.
CBRE IM analysis suggests that the pool of attractive retail warehouse to logistics conversion opportunities may be smaller than is perceived.
The COVID-19 pandemic is proving transformational for real estate, in terms of how we engage with the built. It comes at a time when systemic inequalities, injustice in society and fears of irreversible climate change are part of an ever louder global conversation. ESG is clearly much more than a niche pursuit, rather it has become a dominant global economic risk and megatrend that will impact business, society and ultimately real estate.
Report
What is the future of office? Our prediction is there will be a permanent increase in working from home because of behavioral change during the pandemic, but the reduction in space demand will not be 1:1 given the need for buffer space for those working in the office. Our best estimate is a reduction of ~10%.
In periods of below-average economic growth and high inflation, infrastructure performs better than general equities due to the defensive, inflation-linked nature of its cash flows.
Global infrastructure, and modern sustainable Infrastructure 2.0, has a track record of delivering risk-adjusted returns for investors.
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 its promise for portfo
We focus on how transportation infrastructure will perform as we move out of the pandemic.
Energy security is taking the driving seat in European energy strategies – but is that happening at the expense of energy transition objectives?
The listed infrastructure asset class has seen significant changes. In this piece, we review the CBRE listed infrastructure platform.
We explore the distinct investment characteristics that position the Listed Infrastructure asset class to create value for investors.
Many of the headwinds facing today’s investors—moderating global growth and persistent inflation—are tailwinds for the Listed Infrastructure asset class. Within, we review the setu
Infrastructure is essential to environmental stewardship, but it is neglected in today’s most popular ESG strategies.
Investors are excited about infrastructure, but when they buy into popular infrastructure options, they might not get what they’re expecting.
Investment in digital infrastructure is a social good that bridges the digital divide between privileged and underprivileged communities.
Report
A collection of essays that mirrors the day-to-day debate within CBRE Investment Management, Global Vision looks under the bonnet of the core themes underpinning the real assets landscape.
Article
Significant investment in infrastructure will be needed to support the transition to a net-zero carbon economy, and creating a compelling opportunity for local authority investors.
A look at the highs and lows of infrastructure stocks around the world.
As investors’ interest in infrastructure continues to rise, so does the debate over the types of assets considered as core infrastructure.
Investment needs for the clean energy transition are accelerating globally and driving a multi-decade long investment supercycle.
We discuss potential reasons that investors might have for choosing to access via credit demographic driven opportunities.
U.S. Core Real Estate investments continue to deliver consistent total returns with a stable income component, at a relatively low risk point.
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 zero targets commitment
Article
High energy costs, shifting consumer dynamics and supply chain disruption have created something of a perfect storm for inflation. December data shows that UK inflation reached a 30-year high, but it may still be set to peak.
In our third paper in the series, we explore the widely misunderstood measure of default.
Investors usually approach real estate credit investments from one of two directions—either from a fixed income or a real assets/real estate specific allocation.
Our innovative new approach to credit investment in Europe.
Report
A collection of essays that mirrors the day-to-day debate within CBRE Investment Management, Global Vision looks under the bonnet of the core themes underpinning the real assets landscape.
Article
For investors looking for a yield premium in a ‘lower for longer’ environment, commercial real estate credit can offer a solution with attractive investment characteristics and risk-adjusted returns.
Article
For investors seeking yield in a ‘lower for longer' interest rate environment, commercial real estate credit can offer a solution with attractive investment characteristics and risk-adjusted returns.
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 superior fundamentals and t
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 its promise for portfo
The listed infrastructure asset class has seen significant changes. In this piece, we review the CBRE listed infrastructure platform.
We explore the distinct investment characteristics that position the Listed Infrastructure asset class to create value for investors.
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. Within, we review the
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. Within, we review the 2022 setup for global real estate and the factors that can influence future performance.
Many of the headwinds facing today’s investors—moderating global growth and persistent inflation—are tailwinds for the Listed Infrastructure asset class. Within, we review the setu
COVID crammed a multi-year market cycle into only 24 months, with significant implications for evaluating investment manager performance. Within, we review the story of COVID, global real estate markets, and the managers who delivered alpha during this period.
Public and private global real assets are essential to solve the challenges of modern markets. In an environment of moderating growth, they can provide durable returns despite risi
Infrastructure is essential to environmental stewardship, but it is neglected in today’s most popular ESG strategies.
COVID crammed a multi-year market cycle into only 24 months, with significant implications for evaluating investment manager performance.
Investors are excited about infrastructure, but when they buy into popular infrastructure options, they might not get what they’re expecting.
Sign up to access our latest real assets intelligence, from investment views to expert insights and reports.
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
Our Team
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
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
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 More
We combine expansive research and robust analytics to identify opportunities and generate performance across the real assets spectrum.
Sign up to access our latest real assets intelligence, from investment views to expert insights and reports.
