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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

GLOBAL LISTED INFRASTRUCTURE

OVERVIEW

We believe infrastructure is an essential part of a diversified investment portfolio.  An infrastructure asset is one that marries a physical asset essential to society’s function with predictable long-term cash flows. As infrastructure assets are typically monopolistic, they provide a low-risk way to diversify while the duration and resilience of the cash flows can give investors attractive income and growth potential.

Growth in demand for the asset class is coming from the growing need to upgrade and improve existing infrastructure in developed markets, and the need for new infrastructure in developing countries driven by economic, population, and urbanization trends.

A global listed infrastructure strategy may benefit from the liquidity of the equity markets which allows the flexibility to efficiently reallocate the portfolio to capitalize on a market opportunity or to mitigate risk. An allocation to Global Listed Infrastructure may provide attractive income and total returns while typically exhibiting low volatility and low correlation to traditional asset classes.

In an asset class where on-the-ground presence is essential to building relationships, underwriting market potential, assessing regulatory risk and identifying investment opportunities, our team can leverage and benefit from CBRE’s extensive global network and our research locations worldwide.

FEATURED INSIGHT
WHY GLOBAL INFRASTRUCTURE?
Increasing Global
Demand

Infrastructure is one of the fastest growing asset classes globally. Growth in demand is coming from the growing need to upgrade, improve, and develop essential infrastructure assets worldwide.

Stable Cash Flow Growth and
Inflation Protection

Listed Infrastructures cash flows and dividends benefit from contractually driven, inflation-linked revenue growth which may provide a hedge against rising inflation and rising interest rates.

Attractive Risk-Adjusted
Returns

A combination of historically attractive total returns and lower volatility means that infrastructure may provide stability and reduce portfolio risk as part of a multi-asset portfolio.

GLOBAL LISTED INFRASTRUCTURE STRATEGY

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.

STRATEGY INCEPTION

March 2012

BENCHMARK

FTSE Global Core Infrastructure 50/50 Index

WAYS TO INVEST
  • Separate Accounts
  • Mutual Fund
  • UCITs
OUR FOCUS ON CORE INFRASTRUCTURE ASSETS MAY PROVIDE A LOW-RISK WAY TO DIVERSIFY

  The unique asset profile and investment characteristics of global listed infrastructure companies may provide predictability of earnings and dividends, which are relatively immune to traditional market cycles and are typically less volatile than traditional global equity investments.

CORE INFRASTRUCTURE SECTORS

Midstream Energy

Midstream Energy

Pipelines
Storage
Processing

Utilities

Utilities

Renewables
Gas and Water
Electric

Communications

Communications

Cellular Towers
Satellites
Data Centers

Transportation

Transportation

Toll Roads
Railroads
Airports

SENIOR INVESTMENT TEAM MEMBERS
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RELATED STRATEGIES
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CONTACT US

Brian Kinsella
Vice President
Institutional Clients and Consultants
Brian.Kinsella@cbreclarion.com

Joseph Lavin, CIMA
Senior Vice President
Intermediary Channel and Sub-advisory
Joseph.Lavin@cbreclarion.com