Real Estate Strategy
Direct Private Real Estate
Access to a full range of direct real estate investment opportunities across risk profiles and sectors and expertise to deliver on an asset’s complete lifecycle.
Americas
We seek to make insight-driven, cycle-aware decisions, mitigate risk and leverage our platform and local teams to access on- and off-market transactions.
Our program focuses on investments in top U.S. markets designed for the “New Economy” that we believe will outperform and be resilient through cycles.
This solution focuses on growing NOI by improving under-leased and under-managed properties in markets we believe will have above-average rent growth and total returns.
Our logistics sector specialists understand the lifecycle of investing in prime property.
EMEA
Bespoke strategies for acquiring and managing assets with positive long-term risk-return provide exposure to institutional-grade assets across sectors.
Our platform provides access to institutional-grade, sector-specific real estate strategies.
Our pan-European and sector-specific strategies are founded on knowing the lifecycle of investing in prime property.
Our office sector specialists understand occupier and investment trends that inform investment in quality, well-located assets with robust amenities.
As a leading logistics owner, our European sector specialists, in collaboration with CBRE and best-in-class partners, help us foresee and act on rapidly evolving market trends.
Local and with an entrepreneurial spirit, the European Residential team is innovative in its approach, and passionate for driving value and sustainable outcomes.
As a leading retail manager, we seek to invest in and manage quality retail assets.
We reposition and develop assets to create core properties in sectors experiencing structural change, like logistics and retail, to optimize income and enhance value.
Asia Pacific
Our team is accountable for total performance through the asset lifecycle, including sourcing, analysis, underwriting, ongoing asset management and dispositions.
We create core logistics assets through value-add enhancements or de-risked developments in the most liquid markets and target income-oriented investments for downside protection.
Contact Us
Connect with us to learn more about real assets investment solutions.
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Alpha Under Pressure: Finding Value in U.S. Real Estate Webcast Replay
January 21, 2026
This webcast examines how institutional investors can find real estate value in a U.S. market defined by sustained higher interest rates, evolving capital flows and shifting sector performance.
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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.
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The European logistics sector is undergoing a structural transformation driven by e-commerce, urbanization, supply chain reconfiguration and near-shoring.
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Future of Real Assets is Today
Plugging the Leaks: Why Operational Excellence is Key to Residential Performance
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The European residential market is entering a period where investor performance is less about yield compression and driven more by enhancing net income.
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Market Research
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APAC logistics markets like Japan, Australia and South Korea are resilient amid tariff uncertainty due to strong intra-regional trade and domestic consumption.
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U.K. Defined Benefit Wind Down: Sizing the Risks and Opportunities
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The UK pension landscape is changing as defined benefit schemes mature and wind down. How significant is the risk/how big is the opportunity? We quantify both.
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By 2040, the U.K. investment universe will shift to one dominated by beds, with tech coming up hard on the heels of sheds and urban (office and retail) sectors.
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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.
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CBRE IM sees opportunity in U.S. real estate. Key strategies: modern logistics, SFR, retail, San Fran multifamily, and self-storage. Focus: durable income & yield.
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Real Assets: Fundamentals
Europe’s role as a portfolio anchor strengthens amid whipsawing trade volatility
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Europe is gaining investor appeal as U.S. trade shifts drive capital toward regions offering stability, policy clarity, and sustainable growth.
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The start of 2025 marked a shift for the German economy as it welcomed a new government, shifted policy gears with reforms to the historic debt brake and brought in expansionary fiscal policy.
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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).
Leadership Team
Adrian Baker
CIO-APAC Direct Real Estate Strategies, President-APAC Real Estate Division
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