15Research pieces indexed
Latest Jul 1, 2026

Global Real Estate Intelligence is a neutral index of publicly available research. All rights in Barings’s work remain with Barings; we link to the original.
A discussion of how infrastructure debt is entering a new growth phase driven by structural mega-trends and evolving energy needs.

Barings executives discuss portfolio finance strategies for institutional investors seeking risk-adjusted returns and capital flexibility in private debt markets.

Barings' Head of Europe Direct Lending Portfolio Management discusses global private credit investment strategy, portfolio construction, and emerging opportunities.

A Barings viewpoint examining traditional middle market direct lending fundamentals and how private credit strategies differ in their portfolio roles.

Barings executives discuss mid-market direct lending trends, investor demand, and risk mitigation strategies in private credit markets.

Q&A exploring how infrastructure debt enhances insurer portfolios through risk-return attributes, diversification, and long-duration cash flows.

Barings discusses emerging demand drivers and underwriting approaches for alternative real estate sectors and the case for diversification beyond the core property types.

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.

A Barings and Artemis roundtable across the U.S., Europe, and Asia Pacific arguing 2026 is a stock picker's market requiring active selection and granular analysis as performance disperses by quality and location.

Barings outlines plans to deploy approximately 2 billion euros of equity capital into Europe's next real estate cycle, focusing on residential and logistics where fundamentals remain strong.

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.

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.

Barings assesses macroeconomic risks affecting European real estate recovery, including U.S. policy volatility, energy prices, elevated borrowing costs, and labour market stability amid persistent investor uncertainty.

Barings analyzes U.S. real estate market fundamentals in the second quarter, examining how resilient demand and constrained supply dynamics offset economic headwinds and demographic challenges.

Barings analyzes a multi-asset strategy of substituting portions of broad equity exposure with high-carry credit instruments given current market valuations and fixed income yield environments.
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