What Should We Do with All of this Office Space?

From Wall Street economists to local taxi drivers, everyone is talking about the challenges facing U.S. office real estate. How big is the problem? What are the potential solutions? And will there be investment opportunities along the way? Barings' Dags Chen weighs in.

Episode Segments:

(01:55) - How big the "office problem" actually is

(04:50) - Assessing office equity valuations

(06:25) - How long it may take for office valuations to bottom out

(11:26) - How realistic office conversions actually are

(14:23) - Why repurposing is a function of incentives including government programs

(16:16) - Where the Barings team is looking for opportunities in the U.S. office market today

(20:10) - The silver lining when you see the crisis coming

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