In this AssetTV interview, Nasir Alamgir outlines the current backdrop for real estate debt markets, including how the asset class is positioned to weather inflation and rising rates, where investor interest in the space is coming from today, and how managers like Barings implement ESG criteria as part of their investment process.
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 $46+ billion real estate platform to deliver our clients a more complete picture of the opportunities ahead, and the solutions to capitalize on them.
Presence in 9 countries, with in-house capabilities from sourcing and asset management to research and portfolio construction.
Backed by a strong parent company with a long-term focus, and investing alongside our clients to ensure an alignment of interests.
Taking ESG into consideration at each stage of investment, and focusing on the long-term impact of every decision we make.
Ben Pile, Head of European Residential Investing & Asset Management discusses the factors driving increased investor interest in UK and European residential real estate—from diversification and income generation to potential inflation protection.
In this interview with AM Best, John Ockerbloom discusses topics ranging from the role of real estate in insurance portfolios, to accessing the asset class, to ESG.
Though economic growth faces increasing headwinds from geopolitical tensions and inflation, the U.S. commercial property market remains underpinned by healthy macroeconomic fundamentals. The Barings Real Estate team discusses.
The duration of the Ukrainian conflict and its macro-economic impact on the rest of the world remains key to assessing market pricing prospects—but the current significant property yield bond spread will soften any fallout. The Barings Real Estate team discusses.
Given the sizeable opportunity set, potential for superior long-term risk-adjusted returns, strong diversification benefits and inflation protection, there is a compelling opportunity in European residential real estate.
Portfolio manager, Rory Allan, joins Streaming Income to discuss the health of European real estate markets today, where the team is currently seeing—and creating—the most value, and how ESG considerations are continuing to change the investment landscape.
As investors increasingly turn their attention to climate risks, concerns about global sea level rise are more frequently influencing investment decisions in real estate markets. The Barings Real Estate team discusses how to measure, analyze and mitigate such risks.
In this conversation with IREI, John Ockerbloom and Joe Gorin discuss Barings’ U.S. real estate platform and shed light on the trends and opportunities emerging across the market.
There are three key drivers that will shape office demand in the recovery ahead—and ultimately determine which assets and markets will be the winners and which will be the losers.
The hotel sector has been hard hit by the global pandemic, leaving borrowers and the owners of real estate assets in need of financing solutions. For investors, this has resulted in an opportunity to deploy capital at potentially attractive levels across the capital structure.
The Life Sciences real estate market is growing rapidly with investor and tenant interest reaching new highs. Barings Real Estate’s Joe Gorin and Nasir Alamgir explain what’s driving this—from both equity and debt perspectives—and weigh in on where the market may go from here.
“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.”