While European real estate markets have faced headwinds in recent years, there are signs that we may be at or nearing the trough of the cycle. Portfolio manager, Rory Allan provides insight into where the Barings team is finding attractive opportunities to deploy capital today.

Episode Segments:

(02:11) – Assessing the macro background for European real estate

(04:41) – Signals to watch for that may indicate the trough of the cycle

(09:18) – Why transaction levels -60% don’t tell the full story

(11:40) – The opportunity in distressed real estate assets

(15:17) – The pricing discount available in structurally attractive sectors (logistics/living)

(22:11) – Tactical opportunities in the office sector and beyond

(26:54) – The most attractive real estate markets in Europe today (UK, Sweden, Germany)

(32:19) – Putting today’s opportunity for capital deployment into perspective

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