Content (71)
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White papersEuropean CRE: Uncertainty Extends the Opportunity
Europe’s real estate recovery has been postponed, as Middle East tensions revive inflation anxieties. However, any future ECB rate hikes are likely to be much more modest this time. Even so, the market remains resilient, with chronic shortages of modern space set to worsen as development activity continues to fall.
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White papersLooking Inside Today’s High Yield Market
High yield investors are navigating a more complex backdrop, but fundamentals remain resilient and income continues to look compelling. Markets have absorbed a steady stream of risk events, but the environment calls for discipline rather than complacency.
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White papersU.S. Real Estate: Dispersion Shaped by Shocks
Macro shocks reinforce the importance of asset-level and micro-location relevance in a market defined by dispersion.
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White papersHolding Onto Assets Is Now an Opportunity Cost
In a recent interview with IPE Real Assets, Nick Pink argues that investors who keep waiting for better conditions risk missing strong current opportunities in European real estate, where high quality assets are still achieving solid pricing and the cost of delaying could lead to lost value and diminished returns.
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White papersEuropean CRE: Despite a Firm Footing, the Recovery Stumbles…
Europe’s CRE market recovery conditions are in place—a stable interest rate outlook, steady property pricing, improved financing access and positive rental growth prospects. Whether the market recovery gains traction in 2026 will depend on wider geopolitical and economic events.
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White papersSub-IG Infra Debt: Exploring Risk Spectrum for Insurers
Infrastructure debt has moved beyond toll roads to sectors like data centers and battery storage. For insurers, sub-IG infra debt can offer stability, yield and capital efficiency and can help achieve both financial and strategic objectives in today’s market.
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White papersCore Capital Reawakens: Scale & Liquidity Drive Europe’s Real Estate Reset
Core capital is driving a reset in European real estate, as investors favour scale, stability, and liquidity amid a shifting market and growing trend towards consolidation. Core capital is the lifeblood of the real estate industry and makes up the bulk of client allocations. It also provides essential exit liquidity for value-add equity and debt strategies—without core buyers, asset sales stall, capital recycling slows and the system ends up in gridlock.
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White papersU.S. Real Estate: Dispersion as a Key Market Feature
The market is shifting toward one where value is led by real estate fundamentals, but it’s important to “spend time in the tails” as structural changes introduce a broader range of potential outcomes.
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White papersWhy Real Estate Debt & Why Now?
Commercial mortgages offer similar benefits as private debt along with the security and optionality of real estate equity. Amid a wave of refinancing
needs and reduced bank competition, non-bank lenders are finding stronger structures and better pricing opportunities. -
Asset Manager NewsAccess Portfolio Acquisition
Barings has acquired a multi-let urban logistics and industrial portfolio comprising four assets. Located in high-demand urban submarkets where quality supply is scarce, the portfolio was purchased in June 2025 as part of a non-core investment strategy.
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Asset Manager NewsCapital House Disposition
Barings recently sold Capital House, a landmark office building in close proximity to Bank junction, the City of London and the Bank of England. The asset was sold off-market, achieving a price above book value and a tighter yield compared to market level prime city yields.
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White papersU.S. Real Estate: Appreciating Income in a Shifting Economy
CRE valuations held steady in the second quarter, though transaction activity was subdued amid economic uncertainty and periods of market volatility following “Liberation Day”.
