Exploring Revival Potential in U.S. Industrial Markets

The U.S is experiencing a housing crisis driven by a lack of new supply and challenged affordability. But for investors providing the capital to modernize the country’s stock of housing, attractive returns may lie ahead. Maureen Joyce explains.

Episode Segments:

(04:41) – The key factors driving the U.S. housing crisis

(09:02) – The demographic groups most impacted

(12:50) – Where re-pricing and long-term structural trends converge

(15:02) – Build-to-rent as both a housing solution and attractive investment opportunity

(19:57) – The U.S. cities and regions where the Barings team is seeing value today

(30:14) – Where the team prefers to take risk - from development to core

(34:35) – The relative attractiveness of RE debt vs. equity

(38:34) – How the outcome of the U.S. election may impact the residential investment opportunity

(39:52) – Final thoughts

IMPORTANT INFORMATION

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