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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

CBRE/Clarion - Global Real Estate Securities Market Commentary

Despite improved fundamentals and solid earnings growth, real estate stock prices did not increase commensurately as fears of rising interest rates, geopolitical concerns, and slowing global economic growth weighed on investors’ confi dence.

Company: CBRE/Clarion
Date added: 27-01-2016
Sector: Real Estate

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CBRE/Clarion - Listed Infrastructure: Disruptive Technology Creates Growth Opportunities

Disruptive technologies are an area of signifi cant market interest given shorter cycles and increasing velocity of transformative innovations.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Infrastructure

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CBRE/Clarion - Renewable Energy: Emerging Core Infrastructure

The word “infrastructure” conjures up thoughts of roads, bridges and tunnels. Increasingly, however, investors are including solar panels and wind turbines, otherwise known as renewable energy assets, as a growing category of core infrastructure.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Infrastructure

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CBRE/Clarion - Global Listed Infrastructure: An Introduction to the Asset Class

Investment in infrastructure is among the world’s leading growth drivers and is a strategic priority for countries worldwide. Listed infrastructure companies are playing a dominant role in the accelerating growth of the infrastructure asset class globally.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Infrastructure

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CBRE/Clarion - Global Listed Infrastructure: The Case for an Allocation by Institutional Investors

To date, infrastructure allocations for institutional investors have typically focused on unlisted investment options, including direct investment and private funds. Listed infrastructure has often been overlooked on the basis that it does not provide “pure” real asset exposure, being viewed as equities with more volatile characteristics than private infrastructure and lacking control over management of assets.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Infrastructure

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CBRE/Clarion - Global Listed Infrastructure: A Port in the Rising Tide of Inflation

We believe that investors should hold assets that are resilient to infl ation. Global listed infrastructure is an asset class that has a record of delivering superior infl ation adjusted returns over time.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Infrastructure

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CBRE/Clarion - Why Rising Interest Rates are Actually Good for Real Estate Stocks

According to conventional wisdom, the specter of rising interest rates foreshadows poor share price performance for global real estate stocks (REITs). But our research shows that’s not the case for the investor.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Estate

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CBRE/Clarion - How REITs are Positioned in a Rising Interest Rate Environment

What was the catalyst for the sell-off in U.S. property stocks YTD?

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Estate

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CBRE/Clarion - International Listed Real Estate: Investment Opportunities Abroad Complement a U.S. Property Allocation

Exposure to Institutional Quality Commercial Real Estate – Listed real estate offers investors immediate exposure to prime properties in major gateway cities world-wide.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Estate

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CBRE/Clarion - The Benefits of Active Management for Real Estate Securities

While the discussion of active management versus passive management in various asset classes may continue for some time, evidence suggests that active management wins out versus a passive approach when investing in listed real estate.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Estate

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CBRE/Clarion - The Case for Global Listed Real Estate Securities in a Mixed Asset Portfolio

Since the advent of REIT legislation a little more than a half-century ago, the global listed real estate investment universe has grown to include more than 40 countries, comprised of more than 900 companies.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Estate

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CBRE/Clarion - Lower Oil Prices and the Implications for U.S. REITs

Oil prices have declined by nearly 50% since mid-2014. This has both positive and negative implications for U.S. REITs. Lower energy costs positively impact economic growth and tenants’ demand for space, but they also negatively impact energy production in key U.S. energy markets where REITs own properties.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Estate

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CBRE/Clarion - MLPs: Impact of Oil Exports on Midstream MLPs

The U.S. produces approximately 9.5 million barrels per day of oil (as of latest EIA data, May 2015). On average in 2012, the U.S. produced 6.5 million barrels of oil per day.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Assets

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CBRE/Clarion - MLPs: Oil and Gas Drilling Technology Leads to Efficiency Gains

U.S. producers are responding to lower oil prices by improving effi ciencies and reducing costs.

This should lead to more resilient production and a secular shift to lower marginal production costs in the U.S., and continued production growth over the next few years as oil prices recover to the $65-$75/bbl range. MLPs should benefi t from increased volumes on pipelines and the long-term need for infrastructure investment to support production.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Assets

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CBRE/Clarion - Master Limited Partnerships: Globalization of Energy Markets Leading to Secular Growth

Investment in select Master Limited Partnerships (MLPs) can provide targeted access to the secular growth in U.S. energy export activity.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Assets

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CBRE/Clarion - MLPs Key Role in the U.S. Energy Renaissance

Investment in Master Limited Partnerships (MLPs) is an ideal way for investors to participate in the growth of production from U.S. energy resources in the future while collecting an attractive distribution today.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Real Assets

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CBRE/Clarion - Listed Infrastructure: Predictable and Stable Asset Growth

Infrastructure assets offer predictability and stability of future cash flows in an increasingly uncertain investment environment.

Company: CBRE/Clarion
Date added: 01-09-2015
Sector: Infrastructure

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