# NYLI CBRE Global Infrastructure Megatrends Term Fund

NYLI CBRE Global Infrastructure Megatrends Term Fund is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** newyorklifeinvestments.com

## Regulatory record

- **Reports private funds:** No

## About

The fund is a collaboration between New York Life Investments, the asset management arm of the 178-year-old mutual insurer, and CBRE Investment Management, the real assets division spun from the global property services giant. It operates as a continuously offered interval fund — meaning it does not trade on an exchange and instead provides limited periodic liquidity — to hold a diversified portfolio of global infrastructure equity and debt. The vehicle was built explicitly for the U.S. wealth channel, responding to demand from financial advisors and individual investors who want infrastructure exposure without the capital calls and lockups of traditional limited partnership structures. The strategy invests across four infrastructure megatrends: the energy transition, digital infrastructure expansion, transportation modernization, and water and waste system renewal. The portfolio spans North America and developed Europe, targeting assets such as contracted renewable power projects, fiber networks, data centers, rail and port logistics, and regulated utilities. The fund benefits from CBRE’s proprietary deal flow, which originates hundreds of infrastructure transactions annually across its global offices, screening for downside-protected, inflation-linked cash flows. Allocations include direct co-investments, secondary fund positions, and primary commitments to CBRE-managed infrastructure vehicles. New York Life Investments oversaw over $600 billion in total AUM across its insurance general account and third-party business as of early 2025, while CBRE Investment Management managed approximately $160 billion in real assets globally (per the firms' public disclosures). The term fund is sub-advised by CBRE and distributed through New York Life’s network of third-party wealth platforms. The interval structure requires quarterly tender offers for a portion of shares, establishing a liquidity mechanism that can gate redemptions if demand exceeds capacity — a structural tradeoff that allows the underlying portfolio to hold genuinely illiquid private infrastructure assets within a '40 Act wrapper. The genuine structural differentiator is the pairing of an insurance company’s long-duration liability tolerance with a top-three real assets manager’s origination funnel, delivered in a format accessible to non-accredited investors. That specific combination — insurance general account DNA, interval-fund mechanics, and institutional-quality infrastructure sourcing — creates a distribution architecture that traditional infrastructure GPs cannot easily replicate without building a retail interfacing team and a standalone fund vehicle.

## Sectors

- Infrastructure
- Energy Transition & Renewables
- Mobility & Transportation
- Digital Infrastructure

## Questions

### What kind of infrastructure assets does the fund target?

The fund targets infrastructure assets that align with what it defines as four megatrends: the energy transition (contracted renewables, battery storage, grid modernization), digitalization (fiber networks, data centers, cell towers), mobility (ports, rail, toll roads), and water and waste system renewal (regulated utilities, desalination, recycling infrastructure). It invests through a mix of direct co-investments, secondary fund purchases, and primary commitments to CBRE-managed infrastructure vehicles.

### Is this fund available to accredited investors only?

No. Because it is structured as a registered investment company under the Investment Company Act of 1940, the fund is available to all U.S. investors regardless of income or net worth. This is one of its defining features: it opens institutional-quality infrastructure exposure to the mass-affluent and defined-contribution channels, where daily-liquidity mutual funds and ETFs have historically dominated.

## Related profiles

- [loanDepot](https://altss.com/profile/loandepot-inc)
- [Aura Biosciences](https://altss.com/profile/aura-biosciences-inc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/nyli-cbre-global-infrastructure-megatrends-term-fund

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology