– Our Firm –
CBRE Caledon is a leading infrastructure and private equity manager and solutions provider. CBRE Caledon’s business model is to enable investors to access well diversified portfolios of infrastructure and private equity assets utilizing the same approach as the world’s leading institutional investors. The Firm currently provides services through pooled vehicles and customized separately managed accounts, and creates long-term value for clients by managing high-quality investments and building comprehensive portfolios. Today, CBRE Caledon’s dedicated team of over 50 professionals represents over $10 billion on behalf of institutional investors globally.
CBRE Caledon is a separate business unit within CBRE Group’s independently operated investment management subsidiary, CBRE Global Investors. CBRE Global Investors is one of the world’s largest real asset investment management firms with $106 billion in assets under management. The Firm sponsors real asset investment programs across the risk/return spectrum for over 500 institutional investors worldwide.
 Assets under management (AUM) refers to the fair market value of real asset-related investments with respect to which CBRE Global Investors provides, on a global basis, oversight, investment management services and other advice and which generally consist of investments in real assets; equity in funds and joint ventures; securities portfolios; operating companies and real asset-related loans. This AUM is intended principally to reflect the extent of CBRE Global Investors’ presence in the global real asset market, and its calculation of AUM may differ from the calculations of other asset managers.
Years of Combined Experience
– Our Heritage –
We take great pride in our collective heritage from Canadian pension plans – long regarded as among the world’s leading institutional investors. Prior to founding CBRE Caledon in 2006, David Rogers was Head of Private Equity at the Ontario Municipal Employees Retirement System (OMERS), and a Director of its parent company, Borealis Infrastructure.
Collectively, our firm’s investment professionals have over 80 years experience managing private markets programs at leading global institutional investors, including Ontario Teachers Pension Plan (OTPP), Canada Pension Plan Investment Board (CPPIB), the Abu Dhabi Investment Authority (ADIA) and GIC. The wealth of our leadership’s intellectual capital empowers us to implement the best practices from the world’s leading investors, and to construct and meticulously manage infrastructure and private equity portfolios.
– Our Global Investment Experience –
While deeply rooted in Canada, CBRE Caledon has built and nurtured a global investment network that we leverage to source and build well-diversified investment portfolios. By proactively sourcing and managing global investment opportunities, we provide our clients with long-term value and lower portfolio risk.
CBRE Caledon’s partnership with CBRE enhances our access to more and larger investment opportunities, and expands our range of investment solutions and increases our capital base. This expanded platform increases our ability to deliver attractive returns to our investors as the infrastructure and private equity investment opportunity sets become increasingly global.
Infrastructure and Private Equity Strategies
– Our Investment Strategies –
CBRE Caledon believes that infrastructure and private equity are essential components of an institutional investment program. CBRE Caledon works to create global, well diversified infrastructure and private equity investment programs that focus on achieving strong risk adjusted returns while maintaining significant investment oversight. CBRE Caledon currently provides services through pooled vehicles and customized separately managed accounts, and creates long-term value for clients by managing high-quality investments and building comprehensive portfolios.
CBRE Caledon’s private infrastructure platform includes pooled vehicle solutions consisting of direct investments in energy, transportation, digital infrastructure, social infrastructure and utilities. CBRE Caledon’s objective is to build a strong infrastructure return stream that performs consistently over time and across varied market conditions. CBRE Caledon constructs diversified portfolios focused on core and core-plus mid-market infrastructure investments in OECD geographies.
CBRE Caledon constructs well-diversified global portfolios compromised of high performing mid-market funds and co-investments leveraging multiple strategies including buyout, growth and distressed. CBRE Caledon’s objective is to enable investors to access global mid-market private equity assets through a combination of primary funds, co-investments and secondaries where CBRE Caledon continues to find unique opportunities and additional value.
– Responsible Investment –
The infrastructure and private equity environment has a significant impact on the global environment and is at the nexus of many of today’s most important issues, including energy consumption, resource depletion, climate change, transportation and workplace health.
CBRE Caledon therefore believes that we have a responsibility to incorporate and demonstrate environmental, social and governance (ESG) best practices in all of our corporate and investment management activities.
Our commitment to ESG within our company and responsible investing initiatives can create shared advantages by enhancing returns, mitigating risk and improving the long-term value of real assets for our clients.