Sabina Reeves is Chief Economist & Head of Insights & Intelligence for CBRE Investment Management. She is responsible for the firm’s 30-member real assets research team and has a specific role in selecting the economic scenarios and macro risk assessments that power the firm’s proprietary real assets forecasts. In addition, Sabina has executive responsibility for the firm’s 20-member Analytics and Risk Measurement team.
Links:
Sabina on LinkedIn)
Sabina on X)
CBRE Investment Management)
Juniper Square)
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Brandon on LinkedIn)
Topics:
(00:00:00) - Intro
(00:01:49) - Sabina’s career and background
(00:04:36) - Insights and intelligence at CBRE
(00:06:31) - How AI is impacting their work
(00:08:59) - What are the main themes you’re hearing from clients as it relates to markets?
(00:11:11) - Geopolitical issues having a downstream impact on CRE
(00:15:45) - Demographic shift impacts on CRE
(00:18:57) - The macroeconomic environment in Europe & the United States
(00:27:17) - Predictions for the future
(00:29:15) - Looking back on the real estate environment of previous cycles
(00:32:24) - The impact of GDP growth in the USA
(00:35:55) - Thoughts on US consumer debt
(00:39:50) - Other issues investors and operators should be thinking about
(00:43:43) - Office market fundamentals
(00:51:15) - Trends in US asset classes
(00:56:55) - Thoughts on infrastructure
(01:02:42) - Technology trends for CRE and infrastructure
(01:05:39) - What people need to be asking about right now
(01:07:13) - Where to reach Sabina
