BaringsReport

Putting Direct Lending in Context

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

Capital Markets Debt & Financing U.S. National Europe Asia-Pacific

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Exploring the Opportunity in Alternative Real Estate

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

AlternativesCapital MarketsU.S. NationalGlobal

Posted 11 days ago·Published 2 months agoRead

Baringsreport

U.S. Real Estate: Gradual Recovery Supported by Low New Supply

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 & FinancingU.S. National

Posted 11 days ago·Published 5 months agoRead

Baringsreport

Navigating Dispersion: Real Estate Strategies for 2026

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.

Capital MarketsMultifamilyIndustrial & LogisticsGlobalEurope

Posted 11 days ago·Published 7 months agoRead

Baringsnews

Barings Targets Europe Deals With 2BN of Dry Powder

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.

Capital MarketsIndustrial & LogisticsMultifamilyEurope

Posted 11 days ago·Published 8 months agoRead

Baringsreport

U.S. Real Estate: Appreciating Income in a Shifting 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 MarketsOfficeMultifamilyU.S. National

Posted 11 days ago·Published 11 months agoRead

Baringsreport

U.S. Real Estate: A Modest Start to the Recovery

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 MarketsOfficeMultifamilyU.S. National

Posted 11 days ago·Published 1 year agoRead