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The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
CBRE Group (CBRE) investor relations material
CBRE Group J.P. Morgan 2025 Ultimate Services Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan 2025 Ultimate Services Investor Conference summary18 Nov, 2025
Business overview and strategy
Operates as a global leader in commercial real estate services, diversified by asset type, client type, service type, and geography.
Expanding into infrastructure and technical services, with a focus on resilient, acyclical, or secularly favored sectors like data centers.
Holds a small share of a vast global market, providing significant growth potential.
Strategy centers on driving resources into resilient business areas and leveraging market leadership across four dimensions.
Growth is defined by the global base of commercial real estate assets and ongoing expansion into new asset types and geographies.
Resilient vs. transactional businesses
Shifted from 30% to 60% of business in resilient sectors over the past decade.
Resilient businesses are growing as fast as transactional ones, with expectations for continued outperformance.
Transactional businesses remain profitable, with strong cash conversion and valuable market insights.
Cross-selling opportunities exist due to overlapping customer bases, especially among large occupiers and infrastructure clients.
Separate teams address distinct client needs within the same organizations, particularly for data centers.
Data centers and digital infrastructure
Data centers now represent about 10% of earnings, up from negligible levels five years ago, with continued growth expected.
Services span advisory, project management, building operations, and real estate investments, managing 800 data centers globally.
Recent acquisitions like Pearce Services and DirectLine enhance digital infrastructure capabilities and offer synergy with existing operations.
Pearce operates at higher margins and is aligned with the strategy of focusing on technical, resilient, and secularly favored services.
DirectLine and Turner & Townsend have accelerated growth and expanded the addressable market, especially in hyperscale data centers.
Future mix of resilient vs transactional business
CBRE's unique approach to data center power
Differentiating factors of capital markets recovery?
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Next CBRE Group earnings date
Q4 202512 Feb, 2026
Next CBRE Group earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Commercial Real Estate
CBRE Group is one of the world's largest commercial real estate services and investment firms. Founded in 1906, CBRE has its roots in San Francisco but has grown to command an international presence in over 100 countries. With a spectrum of services from facilities management, project management, and property management to appraisal and valuation, CBRE plays an important role in the global real estate industry.
A Century of Growth
From its initial days in San Francisco, CBRE has experienced steady growth over the decades. Today CBRE with its network of offices spanning the globe serves a diverse clientele, which includes corporate entities, government bodies, and individual property owners. CBRE is oftentimes referred to as one of the “Big Four” in commercial real estate together with its peers JLL, Colliers, and Cushman & Wakefield.
Comprehensive Real Estate Solutions
CBRE's comprehensive range of services is its biggest asset. While primarily known for commercial property leasing and sales, CBRE’s services have expanded to accommodate the evolving needs of its clientele. The company offers investment management services through its CBRE Global Investors arm. Its advisory and consultancy services assist clients in navigating the complex world of real estate, helping them make informed decisions. Additionally, CBRE has been integrating technology into its business, offering its clients advanced analytics, digital leasing solutions, and state-of-the-art property visualization tools.
A Partner to Global Giants
With a clientele ranging from tech giants and international banks to local enterprises and public institutions, CBRE is an important player in global commercial real estate. Its market position can largely be attributed to three things: its vast global network, its comprehensive range of services, and its longstanding reputation. CBRE is often involved in large real estate deals, advising global corporations on their real estate strategies or aiding in the transformation of cityscapes. CBRE's robust suite of services, properties, and its longstanding reputation have enabled it to maintain a strong position in the industry.
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