Challenges and Risks in Real Estate Development

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.

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