Show notes
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 LinkedInSabina on XCBRE Investment ManagementJuniper SquareProvide feedback for the podcastBrandon on LinkedInTopics:(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