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 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.”
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.
September 2004
80% FTSE EPRA NAREIT Developed Index
20% MSCI U.S. REIT Preferred Index
Ritson Ferguson
Co-CIO – Listed Real Assets Strategies
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Ritson Ferguson
Co-CIO – Listed Real Assets Strategies
Ritson Ferguson is Co-CIO of the firm’s real assets 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
Co-CIO – Listed Real Assets Strategies
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Joseph Smith
Co-CIO – Listed Real Assets Strategies
Joseph Smith is Co-CIO of the firm’s real assets securities division, CBRE Clarion Securities. He is a member of the CBRE Global Investors Executive Committee and Global Investment Committee. Mr. Smith is the chair of the firm’s Management Committee and is co-leader of the U.S. real estate securities team.
Mr. Smith joined CBRE Clarion Securities’ predecessor firm in 1997. Prior to that, Mr. Smith 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 the real estate industry 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. He is active in the National Association of Real Estate Investment Trusts (NAREIT) and is a CFA charter holder.
Kenneth S. Weinberg, CFA
Principal, Senior Portfolio Manager
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Kenneth S. Weinberg, CFA
Principal, Senior Portfolio Manager
Responsibilities
Mr. 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.
Prior Experience
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.
Education
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.
David Leggette, CAIA
Principal, Head of Marketing
[email protected]