Private real estate plays a significant role in institutional investor portfolios. On average, institutions hold 10% in private real estate – with the majority in core real estate.
Real Assets Reality
A Mainstay in Portfolios: Chuck Leitner
April 4, 2022 2 Minute Read Time
We are delighted to share our latest insights on the real assets investment landscape with you.
Our rebrand to CBRE Investment Management last year cemented our commitment to the evolution of the real assets investment landscape and has better positioned CBRE to participate as a leader in the transformation of this significant asset class on a global scale.
Over recent years, real assets have performed well in changing market conditions, in ways that have supported the goals and objectives of our clients. Such attributes as a steady income, lower volatility and inflation protection have resulted in a separation from the ‘alternative asset’ moniker to become a separate and distinct mainstay in today’s portfolio strategies.
While the outlook is promising, we have a responsibility to our investors, clients and user-customers to stay ahead of this trend. We firmly believe that innovative and sustainable real assets investment strategies will generate attractive solutions and outcomes for our stakeholders and are committed to delivering on that opportunity.
The insights that will follow over the coming weeks aim to explore every corner of the real assets landscape in and beyond the context of our own thinking. The culmination of months of discussion, analysis and deliberation, the articles will paint a comprehensive picture of this evolving asset sector and the drivers that are shaping it.
I hope you enjoy reading about the evolving reality of real assets.
Chuck Leitner
Chief Executive Officer, CBRE Investment Management
The Real Assets Reality
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We are delighted to share our latest insights on the real assets investment landscape with you.
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Article
Investing in a Brave New World
The novelty of rising interest rates, the prospect of proliferating macros shocks and a profound demographic shift all have serious consequences for real assets.
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Article
The Case for Listed Real Assets
Learn how listed real assets exposure can provide an important complement to private markets.
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Article
The Evolution of Real Assets
With the rise of infrastructure & inclusion of listed equities & private credit, investors must now take more holistic approach to their real assets portfolios.
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Real estate debt is playing an increasingly important role in real assets portfolios with investors expanding from real estate equity into credit.
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With the rapid acceleration in ESG focus in real assets, every asset must have a roadmap to net-zero carbon in order to remain relevant.
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The focus in asset management has now evolved into identifying and meeting shifting tenant demands and not just on collecting rent.
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Structurally resilient, Infrastructure is a perfect fit for low-growth, high-inflation environment that investors may soon be facing.
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Placing informed bets on the structural demand drivers of tomorrow will determine the winners and losers of global real estate.
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Three major institutional investors in real assets join CBRE Investment Management CEO Chuck Leitner to debate the opportunity set of today.
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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
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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
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