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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

CBRE Clarion Long/Short Strategy

OVERVIEW

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 achieve its objective 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.

STRATEGY INCEPTION

December 2000

BENCHMARK

MSCI U.S. REIT Index

WAYS TO INVEST
  • Separate Account
  • Mutual Fund
WHY LONG/SHORT?
Seeks to Minimize Downside
Risk and Volatility

Stock selection through long and short stock positions and active management of the portfolio’s market exposure may reduce portfolio volatility and help to minimize loss during market downturns.

Low Correlation to Other
Asset Classes

Strategy has historically produced returns exhibiting moderate correlation to broad equities and relatively low correlation to fixed income, providing greater diversification to help mitigate risk.

A Focus Maximizing Return
Per Unit of Risk

Our time-tested investment process draws upon 17 years of long short experience and proprietary analytical and risk management tools with the goal of delivering attractive returns per unit of risk.

SENIOR INVESTMENT TEAM MEMBERS
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SIMILAR STRATEGIES
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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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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
Brian.Kinsella@cbreclarion.com

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