U.S. Real Estate Equity Today… & Tomorrow

Is all the doom and gloom around commercial real estate warranted? Or are there still opportunities for savvy investors? Joe Gorin discusses this and why tomorrow's real estate equity portfolios may ultimately look significantly different than those of today.

Episode Segments:

(01:32) – Not sugarcoating the outlook for real estate equity

(03:43) – The past, present and future of RE equity portfolio construction

(07:19) – Considering if office is still “core” and where (if anywhere) opportunities exist today

(15:00) – Why Joe & team are so bullish on certain segments of the residential space

(23:35) – The surprising bright spots in retail

(26:14) – Navigating the oversupply problem in industrial

(29:31) – What’s working in ground-up development today?

(33:42) – Less obvious risks facing real estate investors

(36:37) – Re-shaping a real estate equity portfolio for tomorrow’s world

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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