CBRE Investment Management

CBRE Investment Management’s Head of EMEA #Logistics Operator Division, Laurie Lagarde joined PropertyEU's State of Logistics event. Following a panel discussion she shared her views on the logistics #investment market, #occupier requirements and the key trends shaping the sector. Watch the video interview here ?? : https://cbreim.co/4eNVI9k) Read the full report here ?? - https://cbreim.co/3Nta3vJ

Moderating headwinds in #infrastructure fundraising and investment activity point to the start of a much-awaited reset amidst a boom of clean energy and #data demand. Learn more in the latest edition of IM Informed.

Key Takeaways from EXPO REAL (Messe München): Our EMEA senior leadership team shared their insights with Green Street News: Europe, CoStar News, PropertyEU, Real Asset Media and Real Asset IMPACT on key trends shaping the #realestate landscape. What did Paul Gibson, Rik Eertink, Marius Schoener, Robbie Epsom and Duco Mook have to say? Watch below ?? Want to learn more? Check out the articles, including a summary from Green Street News following the panel CBRE IM hosted, with #residential industry leaders, on how investors can help pave the way to attainable #housing. ?? Five Key Expo Takeaways on the Housing Sector:https://cbreim.co/4h5Nue4 ?? Investors Find Something Positive at Expo Real: https://cbreim.co/3BLYfC6 ?? 2024 is turning into real deals: https://cbreim.co/4h5c0fg ?? Reasons to be Cheerful Abound in Real Estate: https://cbreim.co/4h2uMUH ?? Debt market massively more liquid but legacy issues still loom: https://cbreim.co/4h99zbB ?? Sustainability comes to the fore in site selection: https://cbreim.co/4h73Oez ? Sustainability has reached maturity and net zero is business as usual:https://cbreim.co/3BLHuXT

“While comfort comes from stronger than expected GDP growth through the first half of the year, we expect this to pick up further over the coming year, driven by an uptick in consumer spending as household finances continue to improve.” David Inskip, our EMEA Head of #Research, shares his view in CoStar News on where occupier demand is taking the market. As the #investment market stabilises in terms of pricing and volumes following the shock of higher interest rates, David discusses whether the same can be said about Europe’s #occupier markets: https://cbreim.co/3BHLLvv

“We are a platform built for decades on core and core-plus. We are known and have a reputation in that field. I am very happy to see how for several of our vehicles the conversation has moved on from secondaries trading to primaries – that means growing again to capture the acquisition opportunities in the market.” – Rik Eertink, President of EMEA Real Estate Division at CBRE IM said at EXPO REAL (Messe München) while speaking to Robin Marriott, Green Street News: Europe on the market and sentiment at Expo. Read more here: https://cbreim.co/3U5nh5n. Rik also shared his thoughts on the highlight of the second day at EXPO – CBRE IM's panel discussion with Marius Schoener, our head of #Residential and the CEO’s of Vonovia, BPD | Bouwfonds Gebiedsontwikkeling as well as The Good Economy. These industry leaders all offered their expert opinions and insights on how to navigate the #livingspace. Watch it here ??

We're pleased to have two of our very own Kim Hourihan, CIO, and Diann Hsueh, Portfolio Manager, participating at the iGlobal Forum Global Leaders in Real Estate Summit in New York next week. We look forward to connecting with industry friends and colleagues at the event! #GLRE8 #CRE

We welcome Ben van den Tol, CFA to the CBRE IM team! Ben joins as Director of Client Solutions. He will be responsible for leading client solutions for the UK Defined Contribution (DC) market, including building bespoke solutions utilising the full suite of CBRE IM strategies, across private and listed real estate and infrastructure. “The Defined Contribution channel is a key strategy focus for CBRE IM globally, and particularly in the UK, where major structural shifts are unfolding to enable DC savers to reap the benefits of investment in private market strategies,” commented Chris Wood, Head of #EMEA Client Solutions. Read more here: https://cbreim.co/4ezIpsT

Well Done Hannah Marshall, our CIO – UK Direct Real Estate Strategies for being recognised by Private Equity International on their Women of Influence Private Markets list. In the words of PEI ‘Congratulations to those selected and kudos to the many brilliant women nominated.’ Great work Hannah, fabulous recognition and richly deserved. Read the list and Hannah's story here: https://cbreim.co/4dE3NvG

“The rebasing of yields, combined with the resilience of occupier markets, has transformed the return outlook, from sub-5% in early-2022 to 8% a year or higher in some markets/sectors. In our view, investments made this year and next will prove to be some of the best performing of the coming cycle.” – Paul Gibson, CIO – #EMEA Direct Real Estate Strategies commented for the EXPO REAL (Messe München) Curtain Raiser in Green Street News: Europe Senior players share their views on the next few days at Expo – read all about it here: https://cbreim.co/3YcXL0F

At EXPO REAL (Messe München) today? Don't miss our panel discussion at 10 AM: "Investors' Role Paving the Path to Attainable Housing in Europe." Join us in Hall C2, Exhibitor stage, to hear from leading industry experts, Rolf Buch CEO, Vonovia, Harm Janssen, CEO, BPD | Bouwfonds Gebiedsontwikkeling, Marius Schoener, Head of EMEA Residential Operator Division, CBRE Investment Management and Andy Smith, Head of Impact Services, The Good Economy as they discuss the challenges and opportunities shaping the #residential market. Moderated by Julie Cruz, Green Street News: Europe: Europe, it's not one to be missed!