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

2024 Global Real Estate Outlook

How will higher rates impact real estate markets in 2024? Will valuations finally become more clear? And is real estate debt poised to shine in the year ahead? Our panel of experts from the U.S., Europe, & Australia answer these questions and more in this special outlook episode.

Podcast – 45 min listen

Real Estate

U.S. Real Estate Equity Today… & Tomorrow

Is all the doom and gloom around commercial real estate warranted? Or are there still opportunities for savvy investors? Joe Gorin discusses this and why tomorrow's real estate equity portfolios may ultimately look significantly different than those of today.

Podcast – 41 min listen

Real Estate

European Real Estate: Frightening Tightening?

While further capital declines are still occurring, we are now technically past the trough of the European property cycle. The Barings Real Estate team discusses how this is shaping both opportunities and challenges in the asset class.

Quarterly – 9 min read

Real Estate

U.S. Real Estate: Repricing of Risk Keeps Liquidity Low

Tight financial conditions brought about by monetary policy are causing investors to rethink their yield requirements—and this is putting continued pressure on property prices. The Barings Real Estate team discusses how this backdrop is presenting both challenges and opportunities in U.S. real estate.

Quarterly – 10 min read

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

Hiking Trails

In this piece from AFIRE, Dags Chen discusses the compelling case for real estate debt against a backdrop of heightened volatility and risk aversion.

Article – 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.”