Content (76)
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White papersU.S. Real Estate: Powering Through Uncertainty with Caution
Real estate fundamentals strengthened in the second quarter as resilient demand and lower levels of new supply outweighed headwinds from economic uncertainty, slower demographic growth and resource constraints.
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White papersNo “Strait” Answer for Europe’s Real Estate Recovery
Key macro risks from the last few years remain in focus, including U.S. policy volatility, energy prices, the ongoing impacts of higher long-term borrowing costs and the risk Europe’s labour market strength reverses.
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White papersCapital in Motion: Three Numbers Shaping the U.S. Investment Opportunity
Welcome to this month’s edition of Where Credit is Due—a newsletter from Barings recognizing value across the people and portfolios shaping credit markets today.
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White papersExploring the Opportunity in Alternative Real Estate
Alternative real estate sectors are gaining traction. In this Q&A, Anar Chudgar explores what’s driving demand and how to underwrite these opportunities.
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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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Asset Manager NewsBarings Targets Europe Deals With €2BN of Dry Powder
Barings is preparing for Europe’s next real estate cycle with c.€2bn of equity capital to deploy, focusing on residential and logistics where fundamentals remain strong. As values reprice and supply stays constrained, the firm sees growing opportunity for disciplined, selective deployment across Europe.
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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.
