CBRE IM: Global Real Assets Update - October 2024

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CBRE Investment Management's Chief Investment Officer, Listed Infrastructure, Jeremy Anagnos and Global Portfolio Manager, Justin Pica discuss the latest trends and outlook for real assets, and provide an overview of the CBRE Global Real Assets Fund – a globally diversified portfolio of both listed and unlisted real estate and infrastructure assets, with daily liquidity.

Key chapters

01:05 – CBRE organisation overview
03:00 – CBRE Global Real Assets Fund (GRAF) strategy: a look at the key pillars that form the portfolio
04:00 – How investors can benefit from a total solution to global real assets
05:58 – In-depth look at the CBRE GRAF positioning and characteristics
12:40 – Overview of CBRE IM’s real estate solutions
15:00 – Overview of CBRE IM’s infrastructure solutions
17:20 – Sector allocations for unlisted global property
21:25 – Sector allocations for unlisted infrastructure
24:07 – Real estate deep dive: office
26:54 – Infrastructure deep dive: data centres
29:13 – Outlook for listed real assets
30:45 – Q&A – impact of interest rate changes on real assets
38:42 – Q&A – Trump vs Harris implications on markets
41:26 – Q&A – AREITs vs GREITs valuations
43:09 – Q&A – public-to-private vs M&A activity in real assets
45:08 – Q&A – Data centres perspectives

For professional and wholesale investors only.