Content (17)

  • A Bumpy Path Ahead for U.S. Real Estate

    White papers

    A Bumpy Path Ahead for U.S. Real Estate

    2022-11-08T12:25:00Z

    Given how robust underlying economic fundamentals in the U.S. currently are, real estate performance could weather a mild downturn—but the near-term outlook has dimmed. The Barings Real Estate team sheds light on what’s next for the asset class.

  • Barings - Combating higher rates

    Podcast

    U.S. Commercial Real Estate: A Time for Fear or Greed?

    2022-10-11T11:34:00Z

    As negative headlines come fast and furious, commercial real estate investors are faced with a question: Is now a time to get defensive, be opportunistic, or prepare for the worst?

  • U.S. Property Fundamentals Steady Amid Heightened Uncertainty

    White papers

    U.S. Property Fundamentals Steady Amid Heightened Uncertainty

    2022-08-23T14:11:00Z

    While tighter monetary conditions weigh on economic growth and inflation, U.S. property fundamentals remain stable—and secular demand trends continue to drive value creation over the long term. The Barings Real Estate team discusses.

  • Recovery Gathers Further Momentum

    White papers

    Recovery Gathers Further Momentum

    2021-11-08T14:23:00Z

    The U.S. property market recovery continues unabated in the current economic climate. The Barings Real Estate team weighs in.

  • 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?