Real Estate Debt: Headwinds and Tailwinds

Head of Real Estate Debt Portfolio Management, Nasir Alamgir, provides an overview of the factors—both positive and negative—shaping the outlook for commercial real estate debt.

Episode Segments:

(01:00) - The current landscape for real estate debt

(04:41) - Sizing up transaction activity

(06:40) - The coming reckoning in private asset valuations

(08:43) - How a monetary policy pivot could impact the outlook

(10:56) - The attraction of core-plus and opportunistic risk profiles

(12:09) - The tailwinds supporting residential real estate

(13:37) - A contrarian view on construction lending?

(15:11) - The headwinds facing retail

(17:39) - The rapid deterioration in office

(23:49) - Competitive dynamics in Europe

(25:20) - Who is buying real estate debt and why?

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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