Private Equity

– Investment Strategy –

CBRE Caledon’s private equity investment strategy is to build well-diversified global portfolios focused on high performing mid-market funds and co-investments. The investment strategy focuses primarily on global mid-markets funds, secondaries and co-investments where CBRE Caledon continues to find better opportunities and value.

CBRE Caledon believes successful private equity portfolios are long-term in nature, have access to high quality global fund managers and investments, is built with a foundation of prudently diversified private equity funds acquired on a primary or secondary basis, and is supplemented over time with strategic co-investments. CBRE Caledon believes in reasonable diversification across private equity strategies, geographies, industries, investment sizes and vintage years.

Our approach is to focus on developing well-diversified global portfolios that are exposed to multiple strategies such as buyout, growth, distressed and venture, or narrow strategies that focus on only one of these investment styles.

CBRE Caledon has extensive experience creating private equity portfolios for sophisticated institutional investors. This experience enables us to access the very best global fund managers and build unique portfolios for investors’ specific strategies.

pe-strategy


– Our Differentiation –

The CBRE Caledon investment team has extensive experience creating world-class private equity fund portfolios for some of the most sophisticated Canadian institutional investors.

This experience enables us to access the very best global fund managers and build unique customized portfolios for our clients’ specific strategies.

Our team includes professionals from various backgrounds that have significant direct investing experience. With over $1.5 billion of capital invested in co-investments, we are able to identify and execute on those co-investment opportunities that will best maximize our clients’ portfolios.

$8B+

Total Committed to Private Equity Funds

$2.5B+

Private Equity Assets Under Management

$1.5B

Invested Directly into Global Private Equity Assets**

85+

Years of Combined Private Equity Investment Experience**

$700M+

Secondary Transactions Completed**

**Includes prior to CBRE Caledon experience


– Our Solutions –

CBRE Caledon designs and manages private equity investment solutions for its clients through separately managed accounts and pooled vehicles that combine finds, secondaries and co-investments. Each solution is constructed in a manner that suits each investor’s unique investment objectives.

Pooled Vehicles

Separately Managed Accounts


– Investments –

See select CBRE Caledon private equity investments