Insights
We see investment management through the eyes of investors, users and occupiers. Combining this unique perspective with extensive data helps to identify actionable insights and solutions for your portfolios.

HOUSE VIEW
2023 Macro Outlook
Explore our macro outlook and examine trends we believe will define the global economy this year.
Research
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Article | The Real Assets Reality, Macro Trends
The Case for U.S. and European Residential Real Estate
October 21, 2022
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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Report | The Real Assets Reality, Sector Spotlight
Data-driven real estate investment: Residential focus
June 29, 2022
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 | The Real Assets Reality
Credit Where Credit's Due - The Role of Real Estate Credit
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.
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Article | The Real Assets Reality
Charting the Path to Net-zero - The Role of ESG in Real Assets
April 1, 2022
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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Article | The Real Assets Reality
Fit for the Future - Why it is the Right Time for Infrastructure
April 1, 2022
Structurally resilient, Infrastructure is a perfect fit for low-growth, high-inflation environment that investors may soon be facing.
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Article | Infrastructure, The Real Assets Reality, Listed
As the world slows, infrastructure grows 2022 Listed Infrastructure Outlook
January 15, 2022
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
Investment Perspectives
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Article | Macro Trends
Re-evaluating the investment characteristics of unlisted renewable energy investments
May 19, 2023
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
European Risk: Impacts of food, water and energy climate-related risks on European real estate
April 23, 2023
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 | The Real Assets Reality, Macro Trends
The Case for U.S. and European Residential Real Estate
October 21, 2022
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
April 26, 2022
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?
April 1, 2022
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
April 1, 2022
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
July 20, 2022
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
October 6, 2022
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
Unearthing Opportunities in Rapidly Changing U.S. and European Logistics Markets
August 30, 2022
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 | Investing in the future, Sector Spotlight
Retail Transformation in the Netherlands
July 20, 2022
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
June 29, 2022
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?
April 1, 2022
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
April 1, 2022
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 | Infrastructure
Infrastructure 2.0: Investing to solve local problems and global challenges
March 8, 2023
Please watch a presentation on the benefits of investing in infrastructure.
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Article | Infrastructure, Listed
All Roads Lead to Infrastructure: An outlook for investors
December 15, 2022
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
December 8, 2022
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
November 15, 2022
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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Report | Infrastructure
Infrastructure in times of rising interest rates: what (not) to fear
September 22, 2022
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, Listed
At the Mid-Mark: Infrastructure Steadfast for Investors
August 1, 2022
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, Listed
Relentlessly reliable: A decade of listed infrastructure
May 12, 2022
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
March 8, 2022
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
January 15, 2022
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?
January 18, 2023
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 | Credit Solutions
Core Real Estate: opportunities to enhance returns and lower risk
June 28, 2022
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
April 27, 2022
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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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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A recording of our recent listed and private real estate webinar on the subject is now available.
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Article | Infrastructure, Listed
All Roads Lead to Infrastructure: An outlook for investors
December 15, 2022
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
December 8, 2022
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
November 15, 2022
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
August 1, 2022
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 | Listed
A Tactical Opportunity for a Strategic Allocation: REITs on sale for investors
August 1, 2022
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
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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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Multidimensional Approach
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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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Sign up to access our latest real assets intelligence, from investment views to expert insights and reports.