Real Assets: Returning to Fundamentals
Unlocking today's real assets investment opportunity
Investing in Real Assets: A Return to Fundamentals for Today's Market
Investing in real assets remains a cornerstone of portfolio diversification. However, navigating today's "higher for longer" interest rate environment demands a renewed focus on core fundamentals to achieve attractive returns. This series will guide you through investing in real assets, emphasizing operational enhancement and income growth as key drivers of performance.
Real assets, including real estate and infrastructure, offer tangible stable value, resilience, and a potential inflation hedge. Their intrinsic value, rooted in physical properties and utility, can translate to compelling returns in a high-interest rate environment when managed with a strong grasp of operational efficiency and income maximization strategies.
This ongoing series will delve into actionable insights for achieving a strong return on real assets by prioritizing fundamental principles. We'll explore how a return to fundamentals is crucial for maximizing real assets performance in the current economic climate.
Insights
-
Real Assets: Fundamentals
The Time is Now for European Real Estate
Europe's real estate offers durable income & risk-adjusted returns. Learn about macro tailwinds, sector strategies, and disciplined capital allocation in this CBRE IM analysis.
-
Real Assets: Fundamentals
Digging Out of the U.S. Housing Affordability Crisis
In this piece we explore the U.S. housing affordability crisis, solutions for the supply deficit and implications for investors in the U.S. residential sector.
-
Real Assets: Fundamentals
Nature as Both a Transition Risk and Untapped Value Creation Opportunity
Nature is the thread that connects climate action, physical and value chain resilience, social value, and long-term asset outperformance.
-
Real Assets: Fundamentals
Europe’s role as a portfolio anchor strengthens amid whipsawing trade volatility
Europe is gaining investor appeal as U.S. trade shifts drive capital toward regions offering stability, policy clarity, and sustainable growth.
-
Real Assets: Fundamentals
Hidden Risks of Overdiversification: When Less is More
This research explores the optimal number of core real estate funds an investor should hold to achieve effective portfolio diversification while moderating tracking error (TE) and maximizing the information ratio (IR).
-
Real Assets: Fundamentals
2025 Real Estate CIO Roundtable Webcast Replay
In this session, our experts provide a comprehensive market outlook, explaining why we anticipate a prolonged "higher-for-longer" scenario, contrasting sharply with the V-shaped recovery seen during the Global Financial Crisis (GFC).
-
Real Assets: Fundamentals
Listed infrastructure: A solution for policy benchmarks and investor portfolios
As infrastructure allocations continue to rise, more investors are considering listed infrastructure as a policy benchmark and a portfolio solution alongside private infrastructure
-
Real Assets: Fundamentals
Logistics demand: The trade effect
How much does demand for logistics space depend on international trade—and how might tariffs impact logistics markets across the U.S.?
-
Real Assets: Fundamentals
Unlocking Self-Storage: A strategic framework for market selection
The self-storage sector has experienced significant volatility in recent years as demand and street rents soared during the pandemic and then fell as interest rates rose and housing market activity fell to the lowest levels on record.
-
Real Assets: Fundamentals
Infrastructure Quarterly: Q1 2025
In this year's first Quarterly, we analyze the short-term market turbulence affecting trade and supply chains, the continued rapid pace of digitalization and faster adoption of AI. We also feature a Q&A with Raul Martynek, CEO of Databank, discussing why DeepSeek is beneficial for the data center sector.
-
Real Assets: Fundamentals
U.K. lease events show occupier demand continues strong
Understanding income dynamics is crucial for investors in the U.K. real estate market. The following analysis delves into the trends and patterns of lease events, exploring the relationships between occupier behavior at lease break and expiry, rental growth and investor returns.
-
Real Assets: Fundamentals
Our View: Best Opportunities in Global Real Estate for 2025
The best global real estate investment opportunities in 2025 will be found where macro conditions, secular tailwinds and evolving sector use cases intersect with high-conviction strategies, operational expertise and skillful execution.
Contact Us
Connect with us to learn more about real assets solutions.