Content (24)

  • barings 4

    White papers

    Multifamily Gap Capital

    2024-07-12T11:22:00Z

    Dags Chen and Lincoln Janes discuss that while the cooling of the Sunbelt multifamily property market is creating cracks in the capital stacks of owners, it is also presenting potential opportunities for investors.Many recent buyers and developers of Sunbelt multifamily properties are overleveraged and need capital to bridge the gap between their debt balances and the significantly depreciated equity value of their holdings. The current pall over the asset class, however, obscures its long-term attractiveness for patient investors.

  • barings 2

    White papers

    Barings’ Alamgir Counsels Caution as Real Estate Market Moves Toward Reboot

    2024-07-12T11:17:00Z

    Barings is taking a measured approach as the commercial real estate market takes the first steps toward a recovery. Barings is taking a measured approach to commercial real estate debt lending in today’s market, looking at a situation in which there is both a strong relative value opportunity but also some level of uncertainty. Nasir Alamgir, Barings’ head of US and European real estate debt, told PERE Credit the firm is focused on what market participants have come to call “the three Bs”—building, borrower and basis—when looking at new loans.

  • U.S. Real Estate- Recovery Postponed but Not Cancelled

    White papers

    U.S. Real Estate: Recovery Postponed but Not Cancelled

    2024-04-30T16:06:00Z

    The U.S. commercial real estate market is approaching stabilization and recovery, supported by consensus that policy rate cuts will happen eventually, followed by lower debt costs. The Barings Real Estate team discusses how this backdrop is shaping opportunities across the asset class.

  • U.S. Real Estate- Fundamentals Under Pressure as Values Correct

    White papers

    U.S. Real Estate: Fundamentals Under Pressure as Values Correct

    2023-08-09T10:28:00Z

    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.

  • Barings - Combating higher rates

    Podcast

    What Should We Do with All of this Office Space?

    2023-08-08T16:25:00Z

    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.

  • Screenshot 2023-05-04 at 15.57.22

    White papers

    U.S. Real Estate: Parsing a Different Kind of Downturn

    2023-05-04T15:02:00Z

    The U.S. real estate downturn is proving painful. However, unlike prior downturns, underlying fundamentals are still relatively robust and likely to either mitigate a steep demand decline and/or backstop the current price correction. The Barings Real Estate team discusses.

  • Don’t be Fooled by Your Office Building Appraisal

    White papers

    Don’t be Fooled by Your Office Building Appraisal

    2022-11-30T12:19:00Z

    The sooner investors can recognize that prices in the U.S. office space are not where benchmarks have indicated, the sooner they can move forward with assessing and capitalizing on opportunities in the sector.

  • 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.