Built for What’s Next

Real Estate

Built for What’s Next

We’ve learned over the last 25 years that it takes experience and perspective to navigate through uncertain times.

At Barings Real Estate, we harness the full breadth and depth of our global real estate platform to deliver our clients a more complete picture of the opportunities ahead, and the solutions to capitalize on them.

Local Market Expertise

Presence in 9 countries, with in-house capabilities from sourcing and asset management to research and portfolio construction.

Stability for the Long Run

Backed by a strong parent company with a long-term focus, and investing alongside our clients to ensure an alignment of interests.

A Sustainable Approach

Taking ESG into consideration at each stage of investment, and focusing on the long-term impact of every decision we make.

Real Estate

What’s Shaping the Value-Add Opportunity in European Real Estate?

While there are challenges in real estate, the landscape is presenting attractive value opportunities at a point when we are approaching the bottom of the cycle.

Short View – 4 min read

Real Estate

U.S. Real Estate: Fundamentals Under Pressure as Values Correct

The commercial real estate market downturn persists, but unlike prior downturns, this one has not been accompanied by an economic recession. The Barings Real Estate team discusses how this backdrop is presenting both challenges and opportunities in the U.S. real estate market.

Quarterly – 9 min read

Real Estate

T(r)ough Times: Have European Property Yields Peaked?

With inflation on the way down, we are likely past peak interest rate anxiety and hopefully close to the trough of the European property market cycle. The Barings Real Estate team discusses what this means for opportunities in real estate.

Quarterly – 9 min read

Real Estate

What Should We Do with All of this Office Space?

From Wall Street economists to local taxi drivers, everyone is talking about the challenges facing U.S. office real estate. How big is the problem? What are the potential solutions? And will there be investment opportunities along the way? Barings' Dags Chen weighs in.

Podcast – 27 min listen

Real Estate

European Real Estate: Structural Reprice, But Secular Trends Endure

Barring capital market events and refinancing risks, the opportunity to invest at or near the bottom of the European property cycle appears close. The Barings Real Estate team discusses.

Insights – 9 min read

Real Estate

U.S. Real Estate: Parsing a Different Kind of Downturn

The U.S. real estate downturn is proving painful. However, unlike prior downturns, underlying fundamentals are still relatively robust and likely to either mitigate a steep demand decline and/or backstop the current price correction. The Barings Real Estate team discusses.

Insights – 7 min read

Real Estate

The Evolving Opportunity in Real Estate Debt

While the current landscape may be challenging to navigate, it is also shaping a compelling opportunity in real estate debt—from core to opportunistic lending.

Insights – 5 min read

Real Estate

Real Estate Debt: Headwinds and Tailwinds

Head of Real Estate Debt Portfolio Management, Nasir Alamgir, provides an overview of the factors—both positive and negative—shaping the outlook for commercial real estate debt.

Podcast – 30 min listen

Real Estate

U.S. Real Estate: Patience, Vigilance Needed

If a soft landing continues to play out in 2023, then transactional liquidity could return sooner than expected—possibly circumventing a substantial property price correction. The Barings Real Estate team discusses.

Insights – 6 min read

“Understanding the interplay between near-term cyclical weakness and long-term structural trends will be key for investors as they navigate global real estate markets in the months and years ahead.”