Dispersion: leasing concentration in micro‑markets

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

Make sure to follow our LinkedIn newsletter, Where Credit is Due to stay up-to-date on our latest public & private credit market insights.

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”).

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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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