Joseph Smith
Net worth: 422 662 $ as of 31/08/2026
Net worth: 422 662 $ as of 31/08/2026
Mr. Joseph P.
Smith, CFA MBA, is a President & Chief Executive Officer at CBRE Global Real Estate Income Fund and a Chief Investment Officer of Listed Real Assets Strategies at CBRE Investment Management Listed Real Assets LLC.
He joined the listed securities firm that later became part of CBRE Investment Management in 1997.
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 assets investment process to enhance performance.
Mr. Smith began his career in the real assets 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 and is a CFA charter holder.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
MainStay CBRE Global Infrastructure Megatrends Term Fund
MainStay CBRE Global Infrastructure Megatrends Term Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust 0.03% | 31/05/2026 | 15,157 ( 0.03% ) | 221 898 $ | 31/08/2026 |
| 31/12/2025 | 44,027 ( 0.03% ) | 200 763 $ | 31/08/2026 |
| Companies | Position | Start |
|---|---|---|
| CBRE GLOBAL REAL ESTATE INCOME FUND | Chief Executive Officer | 01/01/2022 |
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. | President | 01/07/2011 |
| Companies | Position | End |
|---|---|---|
ING Clarion Real Estate Securities LLC
ING Clarion Real Estate Securities LLC Investment ManagersFinance ING Clarion Real Estate Securities manages real estate securities portfolios for institutional and individual investors. The firm invests in and manages office, retail, multi-family residential, industrial, self-storage and hotel properties around the world. Their strategies include global, international, US, European and Asia/Pacific. ING Clarion Real Estate Securities' strategies seek to maximize total return (income plus capital appreciation) by investing in a diversified portfolio of publicly-traded real estate companies. They employ a top-down asset allocation approach which is combined with a bottom-up security selection process. ING Clarion Real Estate Securities seeks to identify regions and sectors with the strongest fundamentals and companies with the best risk-adjusted return potential | Analyst-Equity | 30/06/2011 |
Radnor Financial Advisors LLC
Radnor Financial Advisors LLC Investment ManagersFinance Radnor Financial Advisors blends a client’s personal investment information with the firm’s investment process to build an appropriate investment strategy. The firm’s approach is a multi-asset, multi-manager investment process based on asset allocation, diversification within asset classes, selection of individual managers (and their benchmarks), and continuous portfolio monitoring and management. Investment implementation is enacted through a variety of vehicles, but primarily mutual funds and exchange traded funds. | Corporate Officer/Principal | - |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Alex. Brown & Sons, Inc.
Alex. Brown & Sons, Inc. Investment Banks/BrokersFinance Provides investment and investment banking services to individuals and entities | Corporate Officer/Principal | - |
Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 8 |
|---|---|
ING Clarion Real Estate Securities LLC
ING Clarion Real Estate Securities LLC Investment ManagersFinance ING Clarion Real Estate Securities manages real estate securities portfolios for institutional and individual investors. The firm invests in and manages office, retail, multi-family residential, industrial, self-storage and hotel properties around the world. Their strategies include global, international, US, European and Asia/Pacific. ING Clarion Real Estate Securities' strategies seek to maximize total return (income plus capital appreciation) by investing in a diversified portfolio of publicly-traded real estate companies. They employ a top-down asset allocation approach which is combined with a bottom-up security selection process. ING Clarion Real Estate Securities seeks to identify regions and sectors with the strongest fundamentals and companies with the best risk-adjusted return potential | Finance |
Alex. Brown & Sons, Inc.
Alex. Brown & Sons, Inc. Investment Banks/BrokersFinance Provides investment and investment banking services to individuals and entities | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Villanova University
Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CBRE Global Real Estate Income Fund
CBRE Global Real Estate Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
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 |
Radnor Financial Advisors LLC
Radnor Financial Advisors LLC Investment ManagersFinance Radnor Financial Advisors blends a client’s personal investment information with the firm’s investment process to build an appropriate investment strategy. The firm’s approach is a multi-asset, multi-manager investment process based on asset allocation, diversification within asset classes, selection of individual managers (and their benchmarks), and continuous portfolio monitoring and management. Investment implementation is enacted through a variety of vehicles, but primarily mutual funds and exchange traded funds. | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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