×
Triangles background
OUR COMPANY AND AFFILIATES
CBRE GLOBAL INVESTORS

CBRE Global Investors, combined with CBRE Clarion Securities and CBRE Caledon, is one of the world’s leading real asset investment managers providing real estate and infrastructure investment solutions to over 500 clients worldwide.

CBRE GROUP

CBRE Global Investors is the investment management division of CBRE Group, Inc. the world’s premier commercial real estate services and investment firm.  The company’s shares trade on the New York Stock Exchange under the symbol “CBRE.”

REAL ESTATE SERVICES
Triangles background

THE CASE FOR GLOBAL LISTED INFRASTRUCTURE

PORTFOLIO RESILIENCE AND GROWTH POTENTIAL

Jeremy Anagnos, CFA

Principal, CIO, Infrastructure, CBRE Clarion

Viewed 473 Times

David Leggette, CAIA

Principal, Head of Marketing

Global listed infrastructure companies have distinct investment characteristics that we believe make the asset class a strong complement to investor portfolios.  The asset class may provide a unique combination of defensive characteristics and long-term growth potential. We explore listed infrastructure’s historically attractive risk-adjusted returns and current relative valuation, as well as the secular investment themes driving increased investment in the asset class and value creation for investors.

KEY INSIGHTS
ESSENTIAL ASSETS

Infrastructure companies own the physical assets that provide essential services that underpin society’s function and economic growth.

PORTFOLIO RESILIENCE

Listed infrastructure has historically delivered attractive income-driven total returns across market cycles. The asset class may mitigate portfolio downside risk.

ATTRACTIVE VALUATIONS

Listed infrastructure is attractively valued relative to equities and fixed income. Also, listed infrastructure trades at a double-digit discount to the value of similar assets in private markets.

LONG-TERM SECULAR TAILWINDS

Investors may benefit from listed infrastructure’s critical role in the world’s decarbonization initiatives and the digital economy’s enablement.

A STRONG COMPLEMENT

Listed infrastructure may enhance portfolio diversification. We recommend that investors consider funding listed infrastructure from an allocation to global equities or from other real assets.

The content above is a summary of the full Insight.