Joseph serves as CIO - Listed Strategies for CBRE Investment Management and is co-leader of the real estate securities team. Joseph joined the listed securities firm that later became part of CBRE Investment Management in 1997.
Joseph enjoys the dynamic nature of the public markets and staying ahead of continual change in business models, information, stock prices and themes. He brings a deep understanding of the capital markets and equity markets to his role, working with his team to structure customized solutions for clients and evolve the firm’s real estate investment process to enhance performance. He is energized by collaborating with his talented global team, and committed to cultivating a high-quality work environment offering robust career growth opportunities.
Joseph began his career in the real estate industry in 1990, working at Alex Brown & Sons, PaineWebber and Radnor Advisors in various management and analyst positions. He earned a Bachelor of Science degree from Villanova University and a Master’s degree in Business Administration from the University of Pennsylvania. He is active in the National Association of Real Estate Investment Trusts (NAREIT) and is a CFA charter holder.
Committees:
- Chair, Listed Real Asset Strategies Management Committee
- Executive Committee
- Global Investment Committee
- Senior Leadership Council
Products Managed
Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance figures for all Funds reflect contractual waivers and/or expense limitations, without which total returns may have been lower. These limitations may be modified or terminated only with Board approval.
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance (this does not include the effects of sales charges, loads, and redemption fees). The top 10% of products in each product category receive 5stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
Click on the product name for the most recent overall risk-adjusted Morningstar ratings shown above, including ratings by share class and time period and the number of funds in each category. The Fund page also includes the prospectus, investment objectives, performance, risk and other important information.