Content (30)
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White papers2023 Global Real Estate Outlook
Barings experts in the U.S. and Europe discuss the risks and opportunities for commercial real estate debt and equity heading into 2023.
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White papers
How Rising Rates Are Shaping the European Real Estate Opportunity
Rapid increases in property financing costs mean property yields are now rising. The Barings Real Estate team discusses what this means for opportunities in the European real estate market.
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White papers
European Real Estate Debt: Why Now?
Against a backdrop of decades-high inflation and rising rates, real estate debt is worth considering—especially given the potential for attractive returns, duration risk mitigation, and diversification.
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White papers
Is the European Residential Sector Losing Its Luster?
Although external macroeconomic risks are high and rising, the internal risk to the property market remains relatively modest. The Barings Real Estate team discusses what this means for opportunities in real estate.
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White papers
Opportunities Persist in European Real Estate Despite Geopolitics
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.
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White papers
European Real Estate: The Build-to-Rent Opportunity
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.
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White papers
Has the Retail Sugar Hit Passed?
In the third quarter, European real estate investment broadly recovered to pre-pandemic levels. The Barings Real Estate team weighs in.
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White papers
The Future of Office: From Uncertainty to Opportunity
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.
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Podcast
European Real Estate: Finding & Creating Value Today (Podcast)
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.
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White papers
European Real Estate: To Build or Not to Build?
Higher build costs and longer construction periods pose a potential headwind for profits. But in select markets, developers have the ability to charge a premium rent and potentially exceed required returns.
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White papers
Can Residential Fill the Retail Investment Gap?
Property investors and their lenders are shifting down the risk curve and becoming highly selective about sector exposures and asset quality.
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White papers
Are Offices Where the Most Compelling Post-COVID Opportunities Reside?
Early autumn optimism—which followed the easing of lockdown restrictions—faded fast with governments again forced to introduce tighter lockdown restrictions through Q4, to try and combat soaring infection rates and prevent health services from becoming overwhelmed.
