2024 Global Real Estate Outlook
Streaming Income - A Podcast from Barings
The Current State of the Real Estate Debt Market
This chapter discusses the current state of the real estate debt market in the United States, highlighting why real estate debt is more favorable than real estate equity. It explores the opportunities available in the debt markets and the favorable market conditions for lenders due to the exit of banks. The chapter also covers factors such as interest rates, transaction volumes, and documentation that contribute to the favorability of being a lender in the current market.
How will higher rates impact real estate markets in 2024? Will valuations finally become more clear? And is real estate debt poised to shine in the year ahead? Our panel of experts from the U.S., Europe, & Australia answer these questions and more in this special outlook episode.
Moderator:
Maureen Joyce - Head of U.S. Real Estate Asset Management and Equity Portfolio Management, Barings
Panelists:
John Ockerbloom - Head of U.S. Real Estate, Barings
Nick Pink - Head of Europe Real Estate & Portfolio Management, Barings
Alastair Wright - Head of APAC Real Estate, Barings
Episode Segments:
(02:55) - Intros & podcast/book recommendations
(05:40) - How higher rates are impacting RE markets globally
(11:35) - Will 2024 be the year when valuations become more clear?
(19:11) - The growing opportunity in RE debt
(25:23) - The outlook for RE equity
(30:49) - What's keeping you up at night?
(35:09) - Assessing the attractiveness of future vintages
(36:51) - Bold predictions for 2024
(38:39) - How has the definition of "core" real estate changed?
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.
Barings is the brand name for the worldwide asset management and associated businesses of Barings LLC and its global affiliates. Barings Securities LLC, Barings (U.K.) Limited, Barings Global Advisers Limited, Barings Australia Pty Ltd, Barings Japan Limited, Barings Real Estate Advisers Europe Finance LLP, BREAE AIFM LLP, Baring Asset Management Limited, Baring International Investment Limited, Baring Fund Managers Limited, Baring International Fund Managers (Ireland) Limited, Baring Asset Management (Asia) Limited, Baring SICE (Taiwan) Limited, Baring Asset Management Switzerland Sarl, and Baring Asset Management Korea Limited each are affiliated financial service companies owned by Barings LLC (each, individually, an “Affiliate”).
NO OFFER: The podcast is for informational purposes only and is not an offer or solicitation for the purchase or sale of any financial instrument or service in any jurisdiction. The material herein was prepared without any consideration of the investment objectives, financial situation or particular needs of anyone who may receive it. This podcast is not, and must not be treated as, investment advice, an investment recommendation, investment research, or a recommendation about the suitability or appropriateness of any security, commodity, investment, or particular investment strategy.
Unless otherwise mentioned, the views contained in this podcast are those of Barings and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Parts of this podcast may be based on information received from sources we believe to be reliable. Although every effort is taken to ensure that the information contained in this podcast is accurate, Barings makes no representation or warranty, express or implied, regarding the accuracy, completeness or adequacy of the information
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