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OUR COMPANY AFFILIATES

CBRE GROUP

CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2018 revenues of $21.3 billion and more than 90,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #146 in 2019. CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.

INVESTMENT SERVICES

CBRE Global Investors, combined with CBRE Clarion Securities and CBRE Caledon, is one of the world’s leading real asset investment managers with $106 billion in assets under management.

Built up over more than 40 years, our unparalleled platform is focused on real assets, giving our institutional clients access to real estate and infrastructure in the Americas, Europe and Asia Pacific. Our clients benefit from a complete range of investment solutions including equity and debt, direct and indirect, and listed and unlisted strategies.

Trammell Crow Company, founded in Dallas, Texas in 1948, is one of the nation’s oldest and most prolific developers of, and investors in, commercial real estate.The CBRE Global Investors and Trammell Crow Company platforms make up the Real Estate Investments division of CBRE Group.

The Real Estate Investments division is led by
Mike Lafitte, Global CEO, Real Estate Investments.

BLOGS

Regularly released content on the state of the real estate and infrastructure industry are produced by our subject matter experts and shared on their blogs. A selection of them can be found below.

CBRE

CBRE GLOBAL INVESTORS

CBRE CLARION SECURITIES

CBRE CALEDON

TRAMMELL CROW COMPANY

HANA

MLPGUY

CBRE BLUEPRINT
Our Company and Affiliates

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Global Real Estate Securities

OVERVIEW

Our global real estate strategies are managed with the goal of delivering attractive long-term risk-adjusted returns. Our investment approach combines fundamental market knowledge and listed market expertise with a disciplined and systematic investment approach. We seek to add-value through top-down research-driven portfolio design and bottom-up securities selection based on intensive and proprietary fundamental company analysis.

Our global strategies invest primarily in the developed markets of North America, Europe, and Asia Pacific but may make opportunistic investments in emerging market economies. We maintain diversified exposure to commercial real estate sectors including office, retail, industrial, residential, healthcare, and hotel properties.

Investing since 2001, CBRE Clarion maintains one the longest global real estate investment track records in the industry.
CBRE CLARION GLOBAL REAL ESTATE STRATEGY

Our flagship global strategy which provides clients with the broadest and most diversified exposure to the world’s real estate markets.  The strategy invests in both REITs which primarily own and operate commercial real estate as well as real estate operating companies (REOCs) which generate a higher percentage of revenue from real estate development activities.  Investors may access this strategy through a separate account, a pooled fund, a collective investment trust (CIT), or through a mutual fund and variable annuity products.

STRATEGY INCEPTION

November 2001

BENCHMARK

FTSE EPRA NAREIT Developed Index

WAYS TO INVEST
  • Separate Account
  • Collective Investment Trust (CIT)
  • Mutual Funds
  • Pooled Funds
CBRE CLARION GLOBAL REAL ESTATE INVESTORS STRATEGY

The strategy invests primarily in global REITs and real estate companies that generate a majority of the revenue from lease income received from the ownership and operation of commercial real estate properties.  The strategy’s emphasis on real estate owners and operators with consistent and visible cash flows may enhance portfolio yield and provide attractive total returns with less risk over the long-term. This strategy is available through a separate account and through a fund.

STRATEGY INCEPTION

October 2005

BENCHMARK

FTSE EPRA NAREIT Developed Rental Index

WAYS TO INVEST
  • Fund
  • Separate Account
CBRE CLARION GLOBAL REAL ESTATE VALUE STRATEGY

A high-conviction, high active share portfolio of global real estate equity securities.  Our most concentrated opportunistic strategy focused on investing in high quality real estate mispriced in the securities market.  The strategy employs a robust risk management process which seeks to mitigate downside risk through stock selection, managing market exposure, and portfolio optimization tools.  This strategy is available through a separate account only.

STRATEGY INCEPTION

May 2017

BENCHMARK

FTSE EPRA NAREIT Developed Index

WAYS TO INVEST
  • Separate Account
CBRE CLARION INTERNATIONAL REAL ESTATE STRATEGY

A global ex-U.S. strategy investing primarily in developed European, Asia-Pacific, and Canadian markets with opportunistic exposure to emerging markets.  The portfolio provides diversified exposure across property sectors investing is both REITs which primarily own and operate real estate as well as real estate operating companies (REOCs) which generate a higher amount of revenue from real estate development activities.  Investors may access this strategy through a separate account or through a mutual fund.

STRATEGY INCEPTION

November 2009

BENCHMARK

FTSE EPRA NAREIT ex-U.S. Developed Index

WAYS TO INVEST
  • Mutual Fund
  • Separate Account
SENIOR INVESTMENT TEAM MEMBERS
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Ritson Ferguson

CEO and Co-CIO CBRE Clarion Securities

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Ritson Ferguson

CEO and Co-CIO CBRE Clarion Securities

Ritson Ferguson is CEO and Co-CIO of the firm's real estate securities division, CBRE Clarion Securities. He is a member of the CBRE Global Investors Executive Committee and Global Investment Committee and the CBRE Clarion and CBRE Caledon boards.

Between 2015 and 2019, Mr. Ferguson served in global roles for CBRE Global Investors, first as Global CIO and then as Global CEO. During his tenure as Global CEO of the firm, Mr. Ferguson accomplished several key initiatives, including the acquisition of Caledon Capital Management, now CBRE Caledon.

Prior to joining CBRE Global Investors, Mr. Ferguson was on the global management committee of ING Real Estate Investment Management. He was also one of the founding principals who formed the predecessor entity to CBRE Clarion Securities. Earlier in his real estate career, Mr. Ferguson worked at K.S. Sweet Associates and Trammell Crow Company. He was also a consultant at Bain & Company and a Captain in the U.S. Air Force. Mr. Ferguson began his real estate career in 1986.

Mr. Ferguson earned a Bachelor of Science degree from Duke University and a Master’s degree in Business Administration from the University of Pennsylvania’s Wharton School of Business. He is active in many real estate organizations (including PREA, EPRA, APREA and NAREIT) and is a CFA charter holder.

Joseph Smith

President and Co-CIO - CBRE Clarion Securities

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Joseph Smith

President and Co-CIO - CBRE Clarion Securities

Joseph Smith is President and Co-CIO of CBRE Clarion Securities. He is chair of CBRE Clarion Securities’ Management Committee and co-leader of the U.S. real estate securities team.

Mr. Smith joined CBRE Clarion Securities’ predecessor firm in 1997. Prior to that, he worked in various management and analyst positions in the real estate industry including positions at Alex Brown & Sons, PaineWebber and Radnor Advisors. Mr. Smith began his career in real estate investment management in 1990.

Mr. Smith earned a Bachelor of Science degree from Villanova University and a Master’s degree in Business Administration from the University of Pennsylvania.

Steven D. Burton

Principal, Co-CIO, CBRE Clarion

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Steven D. Burton

Principal, Co-CIO, CBRE Clarion

Steven Burton is Co-Chief Investment Officer, a member of CBRE Clarion Securities’ Global Investment Policy Committee, and a member of the firm’s management committee. In addition, Mr. Burton is co-leader of the European real estate securities research team.

Mr. Burton joined CBRE Clarion Securities’ predecessor firm in 1995. Prior to that, Mr. Burton worked in various management and analyst positions in the real estate industry including positions with General Electric Investment Corporation and PNC Financial Corporation. Mr. Burton has over 34 years of real estate investment management experience.

Mr. Burton earned an MBA from Northwestern University’s Kellogg School of Business and a Bachelor of Arts from Middlebury College. He is active in EPRA and NAREIT, and is a member of the CFA Society of Philadelphia, and the CFA Institute.

Kenneth S. Weinberg, CFA

Senior Global Portfolio Manager, CBRE Clarion

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Kenneth S. Weinberg, CFA

Senior Global Portfolio Manager, CBRE Clarion

Kenneth Weinberg is a Senior Global Portfolio Manager, a member of CBRE Clarion Securities’ Global Investment Policy Committee, and co-leader of the U.S. real estate securities research team.

Mr. Weinberg joined CBRE Clarion Securities’ predecessor firm in 2004. Prior to that, Mr. Weinberg worked in various management and analyst positions in the real estate industry including positions with Legg Mason Wood Walker, Inc. and Prudential Real Estate Investors. Mr. Weinberg has over 27 years of real estate investment management experience.

Mr. Weinberg earned an MBA from Duke University’s Fuqua School of Business and a Bachelor of Science from Duke University. He is active in NAREIT, and is a member of the CFA Society of Philadelphia, and the CFA Institute.

Justin Pica

Principal, Portfolio Manager

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Justin Pica

Principal, Portfolio Manager

Justin Pica is a Regional Portfolio Manager and leader of the Asia Pacific real estate research team. In addition, Mr. Pica has oversight of the Sydney based office.

Mr. Pica joined CBRE Clarion Securities’ predecessor firm in 2010. Prior to that, Mr. Pica worked in various research and analyst positions at ING Investment Management and Commonwealth Bank of Australia. He has over 21 years of real estate industry experience.

Mr. Pica earned an MAPF from the University of Melbourne and a Bachelor of Business from Swinburne University. Justin is a member of the Institute of Chartered Accountants in Australia.

RELATED STRATEGIES
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U.S. Real Estate
Our flagship real estate offering, the CBRE Clarion Real Estate Strategy provides diversified exposure to the U.S. commercial real estate sectors. The portfolio provides exposure to the range of property sectors including office, retail, industrial, apartments, healthcare, hotels, and other emerging property sectors including student housing and data centers. The strategy is available through a separate account or through a mutual fund and variable annuity products.
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Global Real Estate Income
CBRE Clarion’s Global Real Estate Income Strategy is managed with the goal of delivering a consistent and high-level of dividend income and potential for capital appreciation. With an emphasis on property sectors and companies with above average yield and growth prospects, this strategy provides clients with globally diversified exposure to income-producing real estate securities including Real Estate Investment Trusts (REITs) and preferred securities issued by U.S. equity REITs. Our global real estate income strategy invests primarily in the developed markets of North America, Europe, and Asia-Pacific but may also make opportunistic investments in emerging market economies. The portfolio provides exposure to the range of property sectors including office, retail, industrial, apartments, healthcare, hotels, and other emerging property sectors including student housing and data centers.
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Global Listed Infrastructure
CBRE Clarion’s Global Listed Infrastructure Strategy seeks to generate meaningful outperformance versus the global infrastructure securities market.  A high conviction risk-aware approach drives our strategy which is unconstrained by index bias. Our investment process is designed with the goal of adding value through both fundamental research-driven asset allocation and superior stock selection.  We focus the portfolio’s investments on companies that own, manage, develop, or operate core infrastructure assets which are the essential building blocks of economic growth and vitality.
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Midstream Energy and MLPs
CBRE Clarion's midstream energy and MLP strategies are designed to help investors benefit from the growth in energy production and related infrastructure investment in the U.S. and Canada. Portfolios are actively managed with the goal of providing clients with attractive total returns and high current income.  We seek to achieve our goal through a combination of a top-down analysis of energy sector trends and bottom-up stock selection. Our proprietary analysis identifies companies we believe have the most attractive combination of distribution safety, distribution growth, and valuation. Midstream energy companies and MLPs play a critical role within the energy value chain. They provide the essential link between Upstream energy producers to the Downstream companies which refine and distribute energy-related products. Advances in shale extraction and drilling technologies are contributing to the continued growth in oil and natural gas production throughout North America.
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CONTACT US

Brian Kinsella
Vice President
Institutional Clients and Consultants
[email protected]

Joseph Lavin, CIMA
Senior Vice President
Intermediary Channel and Sub-advisory
[email protected]