Streaming Income - A Podcast from Barings

2025 Outlook: Global Real Estate

Nov 27, 2024
Maureen Joyce, who leads U.S. real estate equity at Barings, teams up with Nick Pink, head of European real estate equity. They dissect the evolving landscape of global real estate as 2025 approaches. Joyce shares insights on sustainability and the impact of economic policies on U.S. markets. Pink dives into European trends, interest rates, and investment strategies. The duo discusses common misconceptions, predictions for 2025, and the implications of political events on market dynamics, making for a compelling conversation.
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INSIGHT

Misunderstanding Real Estate Debt

  • The market underestimates real estate debt, viewing it as more esoteric than it is.
  • Real estate debt shares many characteristics with fixed income products and offers negative correlation benefits.
INSIGHT

Sustainability's Crucial Role

  • Market participants are reducing focus on sustainability despite its long-term importance.
  • Sustainable, resilient real estate is key for creating value and safeguarding client capital.
INSIGHT

Office Market Mispriced

  • The office sector is being indiscriminately discounted by the market currently.
  • Prime, sustainable office spaces are seeing strong rental growth and limited supply, signaling opportunity.
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