U.S. Real Estate: Appreciating Income in a Shifting Economy

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.

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.

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.

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.

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.

US Government Sold $518 Billion of Treasury Securities this Week. 6-Month to 2-Year Treasury Yields Spike on Warsh’s “Regime Change” at the Fed