Portfolio Planner

CBRE Group, Inc.; Baltimore (MD); On-site; USD 90,000 - 130,000; Full time

Job summary

CBRE Group, Inc. is seeking a Portfolio Planner in Baltimore to lead occupancy forecasting, scenario development, and executive reporting that aligns workforce demand with physical space.

You will translate enterprise direction into forward-looking forecasts and data-driven business cases within a client consulting framework. The role requires a mix of real estate strategy, occupancy intelligence, and collaboration with Workplace, Transactions, and business units to drive cost reductions and

Qualifications

• Bachelor’s Degree preferred with 5–8 years of relevant experience.
• In lieu of a degree, a combination of experience and education will be considered.
• Real Estate license, as required by the State.
• Ability to exercise judgment based on the analysis of multiple sources of information.
• Willingness to take a new perspective on existing solutions.
• In-depth knowledge of Microsoft Office products.

Responsibilities

• Lead portfolio-level forecasting and planning across assigned regions, translating enterprise business direction into forward-looking space forecasts and executable migration plans.
• Develop and evaluate multi-scenario occupancy plans and business cases that align portfolio decisions with business strategy, workforce demand, and financial objectives.
• Create block and stack plans, conduct scenario analysis, and identify space optimization and rationalization opportunities to minimize disruption and maximize portfolio efficiency.
• Conduct metro, campus, and HQ level forecasting and analysis to support defensible, data-driven business cases for senior leadership.
• Produce clear, analytically sound reports and dashboards that translate complex occupancy and portfolio data into actionable insights for CRE leadership and executive stakeholders.
• Partner with cross-functional teams, including Workplace, Transactions, Occupancy Planning, and business units, to align real estate strategy with business requirements and reduce portfolio cost.
• Conduct client interviews, workshops, and discovery sessions to gather and synthesize project requirements, operational needs, and workforce data that inform planning decisions.
• Benchmark portfolio performance against industry standards using advanced analytics, occupancy sensors, and survey data to identify improvement opportunities.
• Lead by example and model behaviors consistent with CBRE RISE values. Build consensus and drive agreement across client and internal stakeholder groups.
• Explain complex or sensitive information clearly to senior client representatives and executive audiences.

Skills

Analytical thinking

Judgment

Adaptability

Organizational skills

Education

Bachelor’s Degree preferred

Tools

Microsoft Office

Job description

Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability, resulting in an agile and efficient service delivery.

In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services, including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.

About the Role

As a CBRE Portfolio Planner, you will serve as an embedded strategic planning partner within a client's global real estate team, leading portfolio-level occupancy planning, scenario development, and executive reporting that connects workforce demand to physical space. You will translate enterprise business direction into forward-looking forecasts, migration plans, and data-driven business cases that support confident decision-making across a complex, multi-market portfolio.

This role sits within the Client Consulting function, responsible for advisory services spanning real estate strategy, occupancy intelligence, and portfolio

What You’ll Do

• Lead portfolio-level forecasting and planning across assigned regions, translating enterprise business direction into forward-looking space forecasts and executable migration plans.
• Develop and evaluate multi-scenario occupancy plans and business cases that align portfolio decisions with business strategy, workforce demand, and financial objectives.
• Create block and stack plans, conduct scenario analysis, and identify space optimization and rationalization opportunities to minimize disruption and maximize portfolio efficiency.
• Conduct metro, campus, and HQ level forecasting and analysis to support defensible, data-driven business cases for senior leadership.
• Produce clear, analytically sound reports and dashboards that translate complex occupancy and portfolio data into actionable insights for CRE leadership and executive stakeholders.
• Partner with cross-functional teams, including Workplace, Transactions, Occupancy Planning, and business units, to align real estate strategy with business requirements and reduce portfolio cost.
• Conduct client interviews, workshops, and discovery sessions to gather and synthesize project requirements, operational needs, and workforce data that inform planning decisions.
• Benchmark portfolio performance against industry standards using advanced analytics, occupancy sensors, and survey data to identify improvement opportunities.
• Lead by example and model behaviors consistent with CBRE RISE values. Build consensus and drive agreement across client and internal stakeholder groups.
• Explain complex or sensitive information clearly to senior client representatives and executive audiences.

What You'll Need:

• Bachelor's Degree preferred with 5-8 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. Real Estate license, as required by the State.
• Ability to exercise judgment based on the analysis of multiple sources of information.
• Willingness to take a new perspective on existing solutions.
• In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
• Organizational skills with an advanced inquisitive mindset.

Why CBRE?

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential.

We welcome all applicants.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.