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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 Real Estate Securities

OVERVIEW

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.

Investing since 2001, CBRE Clarion maintains one the longest global real estate investment track records in the industry.
CBRE CLARION GLOBAL REAL ESTATE STRATEGY

Our flagship global strategy which provides clients with the broadest and most diversified exposure to the world’s real estate markets.  The strategy invests in both REITs which primarily own and operate commercial real estate as well as real estate operating companies (REOCs) which generate a higher percentage of revenue from real estate development activities.  Investors may access this strategy through a separate account, a pooled fund, a collective investment trust (CIT), or through a mutual fund and variable annuity products.

STRATEGY INCEPTION

November 2001

BENCHMARK

FTSE EPRA NAREIT Developed Index

WAYS TO INVEST
  • Separate Account
  • Collective Investment Trust (CIT)
  • Mutual Funds
  • Pooled Funds
CBRE CLARION GLOBAL REAL ESTATE INVESTORS STRATEGY

The strategy invests primarily in global REITs and real estate companies that generate a majority of the revenue from lease income received from the ownership and operation of commercial real estate properties.  The strategy’s emphasis on real estate owners and operators with consistent and visible cash flows may enhance portfolio yield and provide attractive total returns with less risk over the long-term. This strategy is available through a separate account and through a fund.

STRATEGY INCEPTION

October 2005

BENCHMARK

FTSE EPRA NAREIT Developed Rental Index

WAYS TO INVEST
  • Fund
  • Separate Account
CBRE CLARION GLOBAL REAL ESTATE VALUE STRATEGY

A high-conviction, high active share portfolio of global real estate equity securities.  Our most concentrated opportunistic strategy focused on investing in high quality real estate mispriced in the securities market.  The strategy employs a robust risk management process which seeks to mitigate downside risk through stock selection, managing market exposure, and portfolio optimization tools.  This strategy is available through a separate account only.

STRATEGY INCEPTION

May 2017

BENCHMARK

FTSE EPRA NAREIT Developed Index

WAYS TO INVEST
  • Separate Account
CBRE CLARION INTERNATIONAL REAL ESTATE STRATEGY

A global ex-U.S. strategy investing primarily in developed European, Asia-Pacific, and Canadian markets with opportunistic exposure to emerging markets.  The portfolio provides diversified exposure across property sectors investing is both REITs which primarily own and operate real estate as well as real estate operating companies (REOCs) which generate a higher amount of revenue from real estate development activities.  Investors may access this strategy through a separate account or through a mutual fund.

STRATEGY INCEPTION

November 2009

BENCHMARK

FTSE EPRA NAREIT ex-U.S. Developed Index

WAYS TO INVEST
  • Mutual Fund
  • Separate Account
SENIOR INVESTMENT TEAM MEMBERS
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RELATED STRATEGIES
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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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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]