Barings Real Estate

John Ockerbloom, Head of U.S. & European Real Estate, recently spoke with Institutional Real Estate, Inc. about the narrowing bid-ask spread in real estate, expectations for transaction activity, and where Barings is seeing value in an evolving market. Read more: https://ow.ly/9S9s50VlnNr

We are thrilled that Maureen Joyce has been named to Kayo Conference Series' Top 25 in ’25: Women Dealmakers in Real Estate list, which recognizes the women leading transformative deals across investment, development, and capital markets. Download the full list here: https://ow.ly/Vnpw50VkMzV

Barings, alongside its joint venture partner and development manager LBS Properties, has completed a c. 14,000 sq. ft letting at its best-in-class office development TIDE Bankside to Flight Centre. Flight Centre, the global travel agency, has leased the entirety of the seventh floor on a ten-year term. Flight Centre will consolidate its existing Holborn and Southwark offices into one space, bringing its teams together at TIDE, moving into the building later this year. Read more: https://ow.ly/6cvc50Vi9P7

Barings is thrilled to close our acquisition of Artemis Real Estate Partners. The acquisition meaningfully expands our U.S. real estate equity business, enabling us to together accelerate our growth and take advantage of the market opportunity for the benefit of our investors. Learn more: https://ow.ly/UiwE50VhnOC

The U.K. led the real estate recovery in 2024—and, despite headwinds on the horizon, there are reasons to believe it could continue to lead the rest of Europe in the year ahead: 1. Strong Prime Rental Growth: Prime rental growth in the U.K. is outpacing other parts of Europe, driven by chronic modern space shortages. 2. Attractive Yield Potential: The U.K. property market offers a relatively higher property yield potential. 3. Transparency: The U.K. property market is ultra-transparent, which should support the potential for ongoing outperformance Learn more: https://ow.ly/xHeY50Vhei9

Rupert Gill participated in the panel “Property and Profits: The Increasing Attraction of Real Estate Debt Investments” at SuperReturn’s Asset-Backed Finance Summit yesterday. The panelists discussed the relevance of Real Estate Debt to different types of investors and allocators and the subject of liquidity and evergreen/open ended structures. Learn more about this growing asset class: https://ow.ly/iOS450VhvPP

Did you miss the latest edition of our Real Estate Research webinar series? Lincoln Janes, CFA and Ben Thatcher discussed the rapidly evolving and attractive data center market, and answered key questions, including: - What trends are likely to shape demand going forward? - How are capital needs and infrastructure restricting the market’s growth? - Where do the key opportunities and risks lie? Watch the replay: https://ow.ly/ScFZ50VhbKJ

The U.S. real estate recovery continues to gain ground, but the potential impact that Trump’s policy agenda could have on property fundamentals and values remains top of mind. Here are three key takeaways from our latest research: 1. Despite political uncertainty, U.S. real estate transaction activity continues to increase while values continue to stabilize—both hallmarks of a real estate recovery. 2. Cap rates across all major property types in the U.S. have risen markedly since the Fed began raising rates, reflecting expectations for a higher-for-longer environment—although the cap rate risk premium is compressed relative to historical averages. 3. Given the combination of tenant demand driven by solid corporate and household balance sheets and muted development activity, there is potential for property to outperform expectations in the near term. Learn more: https://ow.ly/Wwac50VfxVT

Rupert Gill recently spoke with Private Debt Investor about the current state of the European real estate cycle and the opportunities in real estate debt today. Learn more:

We are thrilled to announce the opening of our new Barings office at 80 Collins Street, Melbourne. After establishing a presence in Melbourne in July 2020, we are now excited to move into our new office with a view! Our Australian real estate platform comprises over 50 professionals and manages around A$7 billion in assets across various sectors—including industrial, office, warehouse retail, aviation, tourism, mixed-use, residential, and retirement. We are proud to partner with domestic super funds and global institutional investors to find compelling solutions across core plus, value-add, development, and real estate debt strategies. Thank you to our valued real estate partners who attended the event!