The European real estate market appears to have passed its cyclical trough—and potentially compelling core and value-add opportunities are emerging across logistics, living, and select areas of the office sector.

In this PDI Q&A, Bryan High discusses the key elements that form Barings’ capital solutions strategy and explains how flexible capital, bespoke origination and deep structuring expertise are critical when constructing an attractive through-the-cycle opportunistic credit portfolio.

In this AFIRE article, Dags Chen and Lincoln Janes lay out a framework for parsing upswell in distress across the office sector—and discuss how this is presenting a potential opportunity, especially for investors willing to brave the dislocation.

In this Q&A, Pieter Welman discusses what makes infrastructure debt attractive for investors, how the role of private credit in infrastructure is developing, and where he sees opportunities across the market.

A growing part of the broader $1.3 trillion CLO market, private credit CLOs offer the potential for higher spreads relative to broadly syndicated CLOs—creating an interesting opportunity for long-term buy-and-hold investors.

Central bankers’ next moves remain highly data dependent, although the broad direction—if not the magnitude—of interest rates and therefore market property yields likely remains downward in 2024. The Barings Real Estate team discusses how this is shaping both opportunities and challenges in European real estate.