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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
Danny Queenan, 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.

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U.S. REAL ESTATE SECURITIES

OVERVIEW

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 datacenters. The strategy is available through a separate account or through a mutual fund and variable annuity products.

U.S REAL ESTATE STRATEGY

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 datacenters. The strategy is available through a separate account, a collective investment trust (CIT), or through a mutual fund.

STRATEGY INCEPTION

November 1984

BENCHMARK

U.S. MSCI REIT Index

WAYS TO INVEST
  • Mutual Fund
  • Separate Account
U.S. REAL ESTATE VALUE STRATEGY

Our U.S. Real Estate Value Strategy is designed to enhance the total return potential of an institutional investor’s real estate program. Through a select number of opportunistic portfolio positions, it seeks to take advantage of market dislocations and the mispricing of institutional quality real estate in the listed market. The strategy provides exposure to a high-conviction portfolio of stocks that offer a compelling combination of value, growth, and quality and may provide exposure to the range of U.S. property sectors.  It is available to institutional investors through a separate account.

STRATEGY INCEPTION

May 2017

BENCHMARK

U.S. MSCI REIT Index

WAYS TO INVEST
  • Separate Account
SENIOR INVESTMENT TEAM MEMBERS
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RELATED STRATEGIES
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Global Real Estate
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.
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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]