The rise of infrastructure and inclusion of listed equities and private credit have revolutionized the concept of real assets. Investors must now take a more holistic approach to portfolios, says CBRE Investment Management’s head of client solutions Bernie McNamara
Property investors are recalibrating their exposures to reflect fundamental changes to our way of life.
As real assets managers step up to the climate challenge, sustainability and fiduciary duty go hand in hand.
The $282bn firm remains focused on high-conviction sectors.
The firm believes there has been a push toward real estate debt strategies due to lack of alternatives within the broader fixed income market.
The firm deployed more than $1.45 billion in 2021 and aims to continue this momentum.
The former CEO of VEREIT is concerned about the impact of stagnant GDP growth on the US commercial real estate market.
The company signed up its first clients in December.
While there is some potential for operational issues, all systems are go for the shift.
The gap between target and actual allocations to the asset class is wider than ever, according to the firm’s annual investor survey.