CBRE Global Real Estate Income Fund (XIGRX) · NASDAQ:XIGRX
CBRE Global Real Estate Income Fund (XIGRX) — CBRE Investment Management — Q2 2023 Earnings Presentation
12 slides from CBRE Global Real Estate Income Fund (XIGRX)'s earnings presentation, 2023
Slide 1: Infrastructure Quarterly: Q2 2023
CBRE iinnssemen AUTHOR Jake Parker Allen Global Research Analyst Insights & Intelligence Team Jake.parkerallen@cbreim.com Infrastructure Quarterly: Q2 2023 necnrs = ¥ _
Slide 2: Macroeconomic overview
Insights Infrastructure Quarterly: Q2 2023 Macroeconomic overview Growth across advanced economies eluded predictions of a sharp recession in the first half of 2023. However, the momentum of continued spending—driven by wage growth, tight labor markets and savings buffers—faces sticky core inflation
Slide 3: Commodities
Insights Infrastructure Quarterly: Q2 2023 Commodities Softer global growth remains the central theme in commodity markets in 2023. Natural gas, oil and copper saw temporary price spikes in January to March, before retreating on recessionary demand concerns. The overall picture for European natural
Slide 4: Q1 fundraising slows
Insights QI fundraising slows Fundraising is facing a challenging environment as inflation and interest rates near their peaks for the current economic cycle. Just $5 billion of closed-end capital was raised in Q1 2023, a 95% drop from Q1 2022. That said, context is king: widespread delays due to al
Slide 5: Market performance
Insights Infrastructure Quarterly: Q2 2023 Market performance Infrastructure markets displayed resilience in Q1 with positive returns across both listed and private benchmark indices. The EDHEC infra300°® index, which tracks a representative global sample of 300 unlisted infrastructure equity invest
Slide 6: Deal activity
Insights Infrastructure Quarterly: Q2 2023 Deal activity Gas drives dealmaking A similar story to fundraising, the number of year-over-year private infrastructure transactions fell 29% in Q1 2023 (Infralogic). Deal value also fell, though at $193.6 billion follows last year’s record-setting activity
Slide 7: Q&A: Infrastructure Pulse
Insights Infrastructure Quarterly: Q2 2023 Q&A: Infrastructure Pulse In this edition of Infrastructure Quarterly, we speak with Jon Phillips, Chief Executive of the Global Infrastructure Investor Association (GIIA), about the findings of its Q2 2023 Infrastructure Pulse survey, compiled alongside me
Slide 8: Power & utilities
Insights Power & utilities The twin pillars of energy security and the energy transition continue to characterize global power markets. Decarbonization, electrification and grid resilience are creating a capex super-cycle among global utilities to accommodate renewable energy buildouts and replace a
Slide 9: Renewables
Insights Infrastructure Quarterly: Q2 2023 Renewables Existing and future U.S. clean energy exposure is poised to benefit from the plethora of renewable ramp-up incentives offered by the $369 billion Inflation Reduction Act (IRA). In response, the EU announced the Green Deal Industrial Plan (GDIP) t
Slide 10: Transport
Insights Infrastructure Quarterly: Q2 2023 Transport Consumer demand and investor appetite continues to improve after a challenging few years for the transport sector. Transport deals achieved a record-setting year in 2022, climbing to $265 billion. After a relatively quiet quarter in terms of dealm
Slide 11: Digital infrastructure
Insights Digital infrastructure Digital infrastructure has been a standout performer in recent years and a growing allocation within investor portfolios. Structural tailwinds still blow, though increased construction costs, coupled with supply chain constraints relating to manpower and raw materials
Slide 12: Disclaimer
Insights Infrastructure Quarterly: Q2 2023 Disclaimer This document has been prepared for a limited number of qualified investors, is provided for informational purposes only, and does not constitute an offer to sell or a solicitation of an offer to purchase any security in any investment vehicle ma
CBRE Investment Management — Q2 2023 Earnings Presentation on 6ix