European Real Estate: Light at the End of the Tunnel?

Streaming Income - A Podcast from Barings

While European real estate markets have faced headwinds in recent years, there are signs that we may be at or nearing the trough of the cycle. Portfolio manager, Rory Allan provides insight into where the Barings team is finding attractive opportunities to deploy capital today.

Episode Segments:

(02:11) – Assessing the macro background for European real estate

(04:41) – Signals to watch for that may indicate the trough of the cycle

(09:18) – Why transaction levels -60% don’t tell the full story

(11:40) – The opportunity in distressed real estate assets

(15:17) – The pricing discount available in structurally attractive sectors (logistics/living)

(22:11) – Tactical opportunities in the office sector and beyond

(26:54) – The most attractive real estate markets in Europe today (UK, Sweden, Germany)

(32:19) – Putting today’s opportunity for capital deployment into perspective

Certain statements about Barings LLC made by the participants herein may be deemed to be “testimonials” or “endorsements” as those terms are defined in rule 206(4)-1 under the Investment Advisers Act of 1940, as amended. Participants were not compensated in connection with their participation in this program, although in certain cases they are investors in Barings LLC sponsored vehicles. These investments subject such participants to potential conflicts of interest in making the statements herein.

IMPORTANT INFORMATION

Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses.

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