Content (13)

  • The More Things Change, the More They Stay the Same

    White papers

    The More Things Change, the More They Stay the Same

    2021-08-17T13:36:00Z

    Core CMLs can offer a number of benefits to insurance investors—from a material spread premium over similarly rated corporates, to low historical defaults and delinquency rates, to diversification.

  • Uneven Recovery Broadens and Gains Pace

    White papers

    Uneven Recovery Broadens and Gains Pace

    2021-08-06T07:18:00Z

    The surge in economic activity is flowing through to the U.S. property markets, albeit unevenly and with its usual lag. The Barings Real Estate team weighs in.

  • U.S. Real Estate - Why the Life Sciences Market is Flourishing

    White papers

    U.S. Real Estate: Why the Life Sciences Market is Flourishing

    2021-03-19T15:36:00Z

    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.

  • The Structural and Cyclical Case for U.S. Real Estate Debt

    White papers

    The Structural and Cyclical Case for U.S. Real Estate Debt

    2021-02-17T10:46:00Z

    While the ongoing disruption from the pandemic will put downward pressure on market fundamentals until the virus is no longer a threat, opportunities will likely emerge across the risk-return spectrum in advance of a recovery in demand and property income.

  • Winter is Here, But Spring is Coming

    White papers

    Winter is Here, But Spring is Coming

    2021-02-03T16:08:00Z

    The much anticipated start to 2021 has been disappointing against even low expectations. As the year began, new COVID-19 cases in most countries were surging, and America was facing its greatest constitutional test since the Civil War.

  • U.S. Real Estate Research Quarterly - November 2020

    White papers

    U.S. Real Estate Research Quarterly - November 2020

    2020-11-18T12:51:00Z

    Although the U.S. economy bounced back sharply in the third quarter, the near-term path for the economy and real estate markets remains highly dependent on progress toward a medical solution to COVID and the degree of further lockdowns. The Barings Real Estate team weighs in.

  • United States - Quarterly Research 2Q 2020

    White papers

    United States - Quarterly Research 2Q 2020

    2020-08-06T15:33:00Z

    The U.S. economy is awakening from the induced coma designed to “flatten the curve” of COVID-19. As activity resumes and businesses reopen, data for everything from jobs to consumption is showing a rebound from the stunningly depressed levels in the second quarter. For many data series, the initial shape of the rebound will undoubtedly be V-like, giving hope that the recovery will be as swift as the collapse. Unfortunately, the V-shape may say more about the speed and severity of the downturn than the path ahead, particularly as the curve of infections in the U.S. steepens with surging new case counts across much of the South and West.

  • How the Pandemic Changes Real Estate

    White papers

    How the Pandemic Changes Real Estate

    2020-08-05T09:08:00Z

    The global pandemic is changing the way we live, work and play. Such behavioral changes have been felt acutely across commercial real estate markets, and the impact may only accelerate from here. But which changes are short term and which are here to stay?

  • Fact-finding and Fortune-telling in U.S. Real Estate

    White papers

    Fact-finding and Fortune-telling in U.S. Real Estate

    2020-04-30T14:56:00Z

    Barings’ John Ockerbloom and Colin Gordon discuss the material consequences of COVID-19 for the real estate markets broadly as well as sector by sector—and predict how real estate portfolios may change in the years ahead.

  • U.S. Real Estate - More Reward in Core?

    White papers

    U.S. Real Estate: More Reward in Core?

    2019-12-06T14:48:00Z

    As investors in the market continue to chase yield, the risk premium—or the reward for taking that risk—appears to be diminishing. In this environment, we’re seeing some of the best opportunities in the highest-quality assets.

  • Asset Manager News

    Barings Acquires Rea Farms Retail Property

    2019-07-16T12:52:00Z

    Lincoln Harris, one of the Southeast’s preeminent commercial real estate development, investment and property management companies, announced today the sale of the retail portion of Rea Farms (the “Property”) to Barings, one of the world’s largest diversified real estate investment managers. The Property is located in Charlotte, North Carolina, and was purchased by Barings on behalf of an institutional investor.

  • People News

    John Ockerbloom Joins Barings as Head of U.S. Real Estate Equity

    2019-07-15T13:02:00Z

    Barings, one of the world’s leading financial services firms, today announced that John Ockerbloom has joined the Barings Alternative Investments team as Head of U.S. Real Estate Equity. He will oversee all activities across the U.S. real estate equity platform and be a voting member of the U.S. Real Estate Equity Investment Committee. Ockerbloom will report directly to Anthony Sciacca, Head of Barings Alternative Investments, and will be based at the Barings headquarters located in Charlotte.