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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

MIDSTREAM ENERGY AND MLPS

OVERVIEW

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.

FEATURED INSIGHT
WHY CBRE CLARION FOR MIDSTREAM ENERGY AND MLPs?
A Global Perspective

Midstream investing is no longer just a “Texas” theme in a post-fracking market environment. Our global team provides valued insight into an increasingly export-driven sector impacted by global demand for natural resources.  

Unique Industry Expertise

Drawing upon the resources of our global infrastructure platform, our team combines midstream energy and real asset investment experience. Co-Portfolio Manager Hinds Howard is the author of the industry recognized blog MLPguy.com.

Disciplined Investment Process

A fundamentally driven investment process designed to deliver consistent outperformance across a full market cycle. Our portfolio construction process focuses on investment opportunities with above-average distribution safety and growth potential.

CBRE CLARION MLP STRATEGY

Our MLP Strategy invests in midstream energy MLPs (master limited partnerships) that own and operate infrastructure used in energy logistics, including assets used in transporting, storing, gathering, processing, distributing or marketing natural gas, natural gas liquids (NGLs), crude oil or refined products. The strategy invests in a select number of MLPs which provide exposure to midstream energy infrastructure throughout the United States.

STRATEGY INCEPTION

August 2012

BENCHMARK

Alerian MLP Index

WAYS TO INVEST
  • Separate Account
  • Pooled Funds
CBRE CLARION NORTH AMERICAN MIDSTREAM STRATEGY

Our North American Midstream Strategy invests in Midstream Energy Companies and Energy MLPs that own and operate infrastructure used in energy logistics, including assets used in transporting, storing, gathering, processing, distributing or marketing natural gas, natural gas liquids (NGLs), crude oil or refined products. The strategy invests in a select number of companies and MLPs which provide exposure to midstream energy infrastructure throughout the United States and Canada.

STRATEGY INCEPTION

January 2018

BENCHMARK

Alerian Midstream Energy Select Index

WAYS TO INVEST
  • Separate Account
MIDSTREAM ENERGY AND MLP SECTOR OVERVIEW

ROLE WITHIN THE ENERGY VALUE CHAIN

MLPs play a critical role in each stage of the Energy Value Chain. In the Upstream stage, exploration and drilling for oil and natural gas is the primary activity...

NORTH AMERICAN SHALE BASINS

Highlighted on the map are some of the key gas, oil/liquid plays, and shale basins across North America....

ADVANCEMENTS IN SHALE GAS EXTRACTION

Shale Gas extraction is the process of removing gas from shale deposits by adding small holes or perforations underground, injecting fracturing fluid (mostly water) and proppant (frac sand) at high pressure...

SENIOR INVESTMENT TEAM
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RELATED STRATEGIES
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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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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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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 datacenters. 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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Real Estate Long/Short
CBRE Clarion Securities has been managing real estate long short strategies since 2000 and is a pioneer investment manager in this space. The strategy seeks to maximize return per unit of risk by investing in long and short positions of real estate equity securities that own, operate, and develop commercial real estate properties. Our long/short portfolios provide exposure primarily to the U.S. real estate market but may seek exposure to opportunities in the European and Asia-pacific markets. The portfolio may provide 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.
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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