Debt strategy: shift to value‑add and office opportunities

Where are global real estate markets headed in 2026? Watch our 2026 Global Real Estate Outlook panel to find out.

With expert guests, including:

• Nasir Alamgir – Head of US & European Real Estate Debt
• Alex Gilbert – Co-CEO of Artemis, a Barings Company
• Nick Pink – Head of European Real Estate Equity
• Mike Flynn – Head of Japan Real Estate

Moderated by Co-Head of Global Investments, David Mihalick

Episode Segments:

(01:00) – Introductions

(03:30) – The fundamental backdrop for RE debt

(08:55) – The European landscape

(11:40) – Opportunities in US equity

(15:20) – How APAC real estate stacks up today

(20:42) – Why 2026 may be a “stock pickers” market

(24:47) – Zooming in on the office sector

(29:16) – Demographics as a structural driver

(32:35) – Areas of opportunity in APAC

(35:24) – Opportunities across sectors & risk profiles

(40:49) – Affordability & the cost of development

(43:30) – Bold predictions for 2026

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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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