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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
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Article | Macro Trends
Re-evaluating the investment characteristics of unlisted renewable energy investments
In this second part of our series on renewables investing, we examine the stability and predictability of renewable energy investments, and how they compare to other core infrastructure assets.
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Article | Macro Trends
The resiliency of U.S. self storage and return to new normal
U.S. self storage has been among the top-performing sectors in recent years, benefiting from pandemic-induced tailwinds. Learn more about our outlook for the sector.
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Article | Macro Trends
The Case for U.S. Core Real Estate
The case for core real estate is as strong today as ever. Stable cash flows underpin total returns, and positive market fundamentals support income gains.
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Article | Macro Trends
Market dislocation series: U.K.
The U.K. is one of the most attractive real estate markets to invest in now due to significant price discovery allowing greater clarity.
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Article | Macro Trends
European Risk: Impacts of food, water and energy climate-related risks on European real estate
Climate change risk, geopolitical confrontation, population growth and urbanization strain economic resources and create risks in real estate markets that require quantifying.
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Article | Macro Trends
Policy support propels the case for renewable energy
Investors in renewable energy are steering through a sustainable energy transition amid a protracted energy crisis & an uncertain economic landscape.
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Article | Macro Trends
How logistics facilities can accelerate decarbonization
We believe that modern logistics will overcome broader headwinds and can support the sustainability objectives of investors, tenants and lawmakers.
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Article | Macro Trends
Real-estate: generating returns and solving problems
This webinar was designed to get investors up-to-speed on the important solutions that problem-solving real estate can provide to challenges.
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Article | The Real Assets Reality, Macro Trends
The Case for U.S. and European Residential Real Estate
Due to the sector’s strong fundamentals and inflation hedging characteristics, many investors are betting on the resilience of residential real estate.
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Article | Macro Trends
Inflation Monitor: What is inflation and our latest Macro House View
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.
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Article | Macro Trends, Sector Spotlight
U.S. Modern Logistics: record-breaking growth – will 2022 be another record year?
U.S. modern logistics had a record-breaking year in 2021. Demand, rental growth and investment activity all scaled new heights.
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Article | Macro Trends, Sector Spotlight
European Modern Logistics: Primed for sustained growth
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.
Investing for the Future
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Report | Investing in the future, Sector Spotlight
Retail Transformation in the Netherlands
Retail transformation in the Netherlands explores the transformation and re-purposing potential for Dutch retail through the addition of resi functions.
Sector Spotlight
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Article | Sector Spotlight
The Case for Global : Opening up the Global Real Estate Opportunity for All
Global Indirect, a catch-all term that covers a diverse range of investment vehicles from joint ventures to funds. These solutions involve teaming up with operating partners to identify assets, execute transactions and manage properties.
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Article | Sector Spotlight
The case for U.S. and European residential real estate
As capital markets show volatility and signs of economic slowdowns emerge, investor interest in residential real estate remains steady.
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Article | Sector Spotlight
Unearthing Opportunities in Rapidly Changing U.S. and European Logistics Markets
Watch a replay of our webinar on U.S. and European logistics hosted by senior leaders from CBRE Investment Management.
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Report | Sector Spotlight
Australia Green Office Performance
This paper analyzes the performance of Green Star office buildings in Australia’s three largest office markets - Sydney, Melbourne and Brisbane
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Report | Investing in the future, Sector Spotlight
Retail Transformation in the Netherlands
Retail transformation in the Netherlands explores the transformation and re-purposing potential for Dutch retail through the addition of resi functions.
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Report | The Real Assets Reality, Sector Spotlight
Data-driven real estate investment: Residential focus
We illustrate how novel place types, analytical techniques, and nontraditional data can be harnessed to make real estate investment decisions.
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Article | Macro Trends, Sector Spotlight
U.S. Modern Logistics: record-breaking growth – will 2022 be another record year?
U.S. modern logistics had a record-breaking year in 2021. Demand, rental growth and investment activity all scaled new heights.
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Article | Macro Trends, Sector Spotlight
European Modern Logistics: Primed for sustained growth
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
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Article | Listed, Infrastructure
Listed real assets: The path of things to come
Amidst uncertainty resulting from the banking crisis, CBRE Investment Management provides its views for listed real assets.
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Article | Infrastructure
Infrastructure Quarterly: Q1 2023
State of the infrastructure market in 2022 and outlook for 2023.
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Article | Infrastructure
Infrastructure 2.0: Investing to solve local problems and global challenges
Please watch a presentation on the benefits of investing in infrastructure.
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Article | Listed, Infrastructure
A Strategic Allocation in Listed Infrastructure
Investors are considering listed infrastructure as a core holding within their portfolios. In this guide, we review institutional flows to the asset class and the implications for retail ownership.
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Article | Infrastructure
Infrastructure Quarterly
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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Article | Infrastructure, Listed
All Roads Lead to Infrastructure: An outlook for investors
When we confront an increasingly uncertain world, we find comfort in the resilience and reliability of infrastructure earnings. Within, we review our outlook for listed infrastructure in 2023.
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Article | Listed, Infrastructure
Real Commitments and Real Impact: Listed real assets on the path to net zero
At CBRE Investment Management, we believe that specialized ESG integration is essential to consider companies that are themselves specialized, unique and disparate entities compared to general equities.
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Article | Infrastructure, Listed
The Inflation Reduction Act: A spotlight on infrastructure
When we review the effects of the Inflation Reduction Act on the listed and private infrastructure asset classes, we find companies that are essential to accomplish the IRA’s dual mandates of decarbonization and energy security.
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Article | Infrastructure
Roundtable Interview - Digitalisation and Decarbonisation
As more and more sectors embrace digital solutions, it is likely that digital infrastructure will continue to see greater levels of investment.
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Report | Infrastructure
Infrastructure in times of rising interest rates: what (not) to fear
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.
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Article | Infrastructure
Private Infrastructure 2.0 and the S Factor
Global infrastructure, and modern sustainable Infrastructure 2.0, has a track record of delivering risk-adjusted returns for investors.
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Article | Infrastructure, Listed
At the Mid-Mark: Infrastructure Steadfast 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
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Article | Infrastructure
Energy security comes to the fore for European infrastructure
Energy security is taking the driving seat in European energy strategies – but is that happening at the expense of energy transition objectives?
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Article | Infrastructure, Listed
Relentlessly reliable: A decade of listed infrastructure
The listed infrastructure asset class has seen significant changes. In this piece, we review the CBRE listed infrastructure platform.
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Article | Listed, Infrastructure
The Case for Global Listed Infrastructure: Durable returns with durable growth
We explore the distinct investment characteristics that position the Listed Infrastructure asset class to create value for investors.
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Article | Infrastructure, The Real Assets Reality, Listed
As the world slows, infrastructure grows 2022 Listed Infrastructure Outlook
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
Credit
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Article | Credit Solutions
Expert Roundtable: Can Credit be a safe harbor in choppy waters?
Please join us for an in-depth analysis of the current U.S. real estate credit market and an expert panel discussion on the unique position the investment class has in the current economy.
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Article | Global Vision 2022, Credit Solutions
Credit and the demographic dividend
We discuss potential reasons that investors might have for choosing to access via credit demographic driven opportunities.
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Article | Credit Solutions
Core Real Estate: opportunities to enhance returns and lower risk
U.S. Core Real Estate investments continue to deliver consistent total returns with a stable income component, at a relatively low risk point.
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Article | Credit Solutions
The role of credit in transforming European real estate to meet future ESG standards
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
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Article | Macro Trends, Credit Solutions
Credit check: UK inflation
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.
Listed
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Article | Listed
Private and Listed Real Estate: An Allocation to Active Management
A recording of our recent listed and private real estate webinar on the subject is now available.
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Article | Listed
Active REITs in a real estate allocation: A guide for investors
With a historic disconnect between listed and private real estate markets in 2022, investors are asking about the use of REITs in a real estate allocation.
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Article | Listed
Commercial Real Estate and REITs: A focus on the facts
High-profile disappointments in the office sector and the failure of regional banks have driven investor concerns to the U.S. commercial real estate market and REITs.
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Article | Listed, Infrastructure
Listed real assets: The path of things to come
Amidst uncertainty resulting from the banking crisis, CBRE Investment Management provides its views for listed real assets.
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Article | Listed
The Opportunity in Listed Real Estate
This webinar demonstrates overview on the REIT market, opportunity for investors, and how people are using REITs in their portfolios.
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Article | Listed, Infrastructure
A Strategic Allocation in Listed Infrastructure
Investors are considering listed infrastructure as a core holding within their portfolios. In this guide, we review institutional flows to the asset class and the implications for retail ownership.
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Article | Listed
Ready to Rise: The Listed Real Estate Opportunity
Listed real estate is ready to rise for investors in 2023. Today, REITs trade at a generational disconnect to private real estate while offering resilient fundamentals compared to broad equities.
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Article | Infrastructure, Listed
All Roads Lead to Infrastructure: An outlook for investors
When we confront an increasingly uncertain world, we find comfort in the resilience and reliability of infrastructure earnings. Within, we review our outlook for listed infrastructure in 2023.
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Article | Listed, Infrastructure
Real Commitments and Real Impact: Listed real assets on the path to net zero
At CBRE Investment Management, we believe that specialized ESG integration is essential to consider companies that are themselves specialized, unique and disparate entities compared to general equities.
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Article | Infrastructure, Listed
The Inflation Reduction Act: A spotlight on infrastructure
When we review the effects of the Inflation Reduction Act on the listed and private infrastructure asset classes, we find companies that are essential to accomplish the IRA’s dual mandates of decarbonization and energy security.
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Article | Infrastructure, Listed
At the Mid-Mark: Infrastructure Steadfast 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
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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.
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We combine expansive research and robust analytics to identify opportunities and generate performance across the real assets spectrum.
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