Barings' U.S. CRE research notes recovery underpinned by solid household balance sheets, sharply lower construction activity, three-year-high transaction volumes in Q4 2025, and record CMBS issuance amid disciplined underwriting.

Capital MarketsEconomyDebt & FinancingUnited States

Updated 1 month agoPublished Feb 1, 2026

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Barings

Appreciating Income in Shifting U.S. Real Estate Economy

Barings reports that US commercial real estate valuations held steady in the second quarter of 2025 following a basis reset, though transaction activity was limited by economic uncertainty and post-tariff volatility.

Capital MarketsOfficeMultifamilyUnited States

Updated 1 month agoPublished Jul 30, 2025

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Barings

U.S. Real Estate Recovery: Modest Start

Barings notes US real estate fundamentals improved in the first quarter of 2025 with positive absorption across core sectors and senior housing occupancy reaching its highest level since 2017.

Capital MarketsOfficeMultifamilyUnited States

Updated 1 month agoPublished Apr 1, 2025

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