The Weekly Take from CBRE The Room Where It Happens: Inside Real Assets Investment Strategy
23 snips
Nov 18, 2025 In this engaging discussion, Adam Gallistel, Co-CEO and CIO of CBRE Investment Management, shares his expertise on navigating the current real assets landscape. He emphasizes the need for operational excellence over mere market hope, highlighting the potential in niche sectors like data centers and student housing. Gallistel identifies Europe as an attractive market for growth and shares insights on overlooked U.S. Midwest markets. He also discusses the importance of infrastructure and the rise of retail capital, offering a fresh perspective on investment strategies amidst evolving dynamics.
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Pair Assets With Operational Expertise
- Combine real estate ownership with operational capability when assets are complex, such as co-location data centers or battery platforms.
- Build teams that optimize asset operations to maximize value beyond the lease.
AI: Short Pain, Long‑Term Job Creation
- Technological advances will cause short‑term creative destruction but historically create more jobs over time.
- AI likely accelerates productivity and spawns new roles we cannot yet imagine.
Design Products For Retail And Liquidity
- Treat retail (non‑institutional) capital seriously and design products that address liquidity needs.
- Consider hybrid private/public structures to access retail capital while managing redemption risk.