Profil
Mr. Jonathan Treitel is a Senior Director & Portfolio Strategist at CBRE Investment Management Listed Real Assets LLC.
He leads listed consultant relations and supports CBRE IM client solutions and distribution partners.
He oversees listed real asset thought leadership and related solutions analyses.
Prior, he served as a Portfolio Manager and Research Analyst for real assets, natural resources, and global equities at firms including Centersquare Investment Management, Turner Investments, and Deutsche Bank.
His work has included long only, long short, and market neutral strategies.
He has 19 years of industry experience.
He is a CFA charterholder and holds the CAIA designation.
Postes actifs de Jonathan Treitel
| Sociétés | Poste | Début |
|---|---|---|
CBRE Investment Management Listed Real Assets LLC
CBRE Investment Management Listed Real Assets LLC Investment ManagersFinance CBRE IMLRA actively manages portfolios to either outperform a passive index strategy or achieve a target rate of return through expertise and research of both listed and direct real estate and infrastructure markets. The firm employs top-down market assessment and bottom-up stock selection. | Stratège de marché | 01/07/2021 |
Anciens postes connus de Jonathan Treitel
| Sociétés | Poste | Fin |
|---|---|---|
CenterSquare Investment Management LLC
CenterSquare Investment Management LLC Investment ManagersFinance CenterSquare employs long-only strategies and invest client assets in global equity securities of companies in the real estate industry, including real estate investment trusts (REITs) and real estate operating companies (REOCs), and global equity securities of infrastructure businesses located in various countries throughout the world, including emerging market countries. The selection of property types and geographic regions is supported by the firm’s top-down economic and capital markets forecasts. They incorporate bottom-up research on private and public capital markets, national and regional economic trends and regional real estate submarkets into analysis and decision making throughout all stages of the property investment lifecycle, including acquisition, financing, leasing and disposition. | Analyst-Equity | 01/07/2021 |
CenterSquare Investment Management, Inc.
CenterSquare Investment Management, Inc. Investment ManagersFinance CenterSquare Investment Management provides advisory services to their clients through investment in diversified portfolios of publicly traded real estate related securities of companies involved in the ownership, management and/or development of income producing and for-sale real estate. These companies include listed REITs and listed REOCs. The firm's primary investment objective is total return, consisting of dividends and capital appreciation. CenterSquare's three main strategies include investments in U.S. real estate securities, global real estate securities and global ex-U.S. real estate securities. Their investment approach includes top-down market/country selection and bottom-up underwriting of properties, companies and management teams. | Analyst-Equity | 05/01/2018 |
Columbia Partners LLC Investment Management
Columbia Partners LLC Investment Management Investment ManagersFinance Columbia Partners primarily manages growth equities in large-, small- to mid- and small market cap categories. They also manage core equities in the large- and small-cap categories. The firm manages fixed income securities in core and intermediate strategies, with an emphasis on quality. Columbia Partners' equity strategies and fixed income strategies generally rely on the purchase and sale of securities managed within general parameters consistent with each underlying strategy. Several of the strategies are growth oriented; several are core strategies, which blend growth and value approaches. In a limited number of separate client accounts, they augment the purchase and sale of securities with the use of options and short sales with the objective of reducing the variability, both up and down, of those accounts. | Analyst-Equity | 01/01/2016 |
Turner Investments LP
Turner Investments LP Investment ManagersFinance Turner Investments manages a variety of investment strategies focused on growth, including US domestic, global, international and long/short research-driven equity strategies. The firm also manages and administers the Turner Funds, a family of US mutual funds, and the Turner Funds plc, a family of two UCITS funds administered in Dublin, Ireland. Turner Investments' investment philosophy focuses on the long-term and seeks to achieve consistently superior investment returns. The firm employs a disciplined, systematic investment processes for each of their investment strategies and actively manages client portfolios to balance risk and return. Their investment processes are primarily based on in-depth, bottom-up fundamental research analysis, complemented by quantitative and technical analysis. | Analyst-Equity | 01/07/2014 |
Welch Capital Partners LLC
Welch Capital Partners LLC Investment ManagersFinance WCP focuses on market leading, undervalued growth companies, seeking to buy above average growth at an attractive relative price. The firm utilizes rigorous fundamental, bottom-up research methods to understand the quality of the management team, including their investment process and ability to create sustained above market returns. | Analyst-Equity | 12/10/2010 |
Formation de Jonathan Treitel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Columbia Partners LLC Investment Management
Columbia Partners LLC Investment Management Investment ManagersFinance Columbia Partners primarily manages growth equities in large-, small- to mid- and small market cap categories. They also manage core equities in the large- and small-cap categories. The firm manages fixed income securities in core and intermediate strategies, with an emphasis on quality. Columbia Partners' equity strategies and fixed income strategies generally rely on the purchase and sale of securities managed within general parameters consistent with each underlying strategy. Several of the strategies are growth oriented; several are core strategies, which blend growth and value approaches. In a limited number of separate client accounts, they augment the purchase and sale of securities with the use of options and short sales with the objective of reducing the variability, both up and down, of those accounts. | Finance |
Welch Capital Partners LLC
Welch Capital Partners LLC Investment ManagersFinance WCP focuses on market leading, undervalued growth companies, seeking to buy above average growth at an attractive relative price. The firm utilizes rigorous fundamental, bottom-up research methods to understand the quality of the management team, including their investment process and ability to create sustained above market returns. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CBRE Investment Management Listed Real Assets LLC
CBRE Investment Management Listed Real Assets LLC Investment ManagersFinance CBRE IMLRA actively manages portfolios to either outperform a passive index strategy or achieve a target rate of return through expertise and research of both listed and direct real estate and infrastructure markets. The firm employs top-down market assessment and bottom-up stock selection. | Finance |
Turner Investments LP
Turner Investments LP Investment ManagersFinance Turner Investments manages a variety of investment strategies focused on growth, including US domestic, global, international and long/short research-driven equity strategies. The firm also manages and administers the Turner Funds, a family of US mutual funds, and the Turner Funds plc, a family of two UCITS funds administered in Dublin, Ireland. Turner Investments' investment philosophy focuses on the long-term and seeks to achieve consistently superior investment returns. The firm employs a disciplined, systematic investment processes for each of their investment strategies and actively manages client portfolios to balance risk and return. Their investment processes are primarily based on in-depth, bottom-up fundamental research analysis, complemented by quantitative and technical analysis. | Finance |
CenterSquare Investment Management, Inc.
CenterSquare Investment Management, Inc. Investment ManagersFinance CenterSquare Investment Management provides advisory services to their clients through investment in diversified portfolios of publicly traded real estate related securities of companies involved in the ownership, management and/or development of income producing and for-sale real estate. These companies include listed REITs and listed REOCs. The firm's primary investment objective is total return, consisting of dividends and capital appreciation. CenterSquare's three main strategies include investments in U.S. real estate securities, global real estate securities and global ex-U.S. real estate securities. Their investment approach includes top-down market/country selection and bottom-up underwriting of properties, companies and management teams. | Finance |
CenterSquare Investment Management LLC
CenterSquare Investment Management LLC Investment ManagersFinance CenterSquare employs long-only strategies and invest client assets in global equity securities of companies in the real estate industry, including real estate investment trusts (REITs) and real estate operating companies (REOCs), and global equity securities of infrastructure businesses located in various countries throughout the world, including emerging market countries. The selection of property types and geographic regions is supported by the firm’s top-down economic and capital markets forecasts. They incorporate bottom-up research on private and public capital markets, national and regional economic trends and regional real estate submarkets into analysis and decision making throughout all stages of the property investment lifecycle, including acquisition, financing, leasing and disposition. | Finance |
















