Real Estate Debt: Why Now‪?‬ Streaming Income - A Podcast from Barings

While commercial real estate markets continue to face cyclical and structural headwinds, real estate debt may prove to be a bright spot for investors in 2024 – benefiting from attractive valuations and increased institutional take-up of the asset class. Nasir Alamgir explains.

Episode Segments:
02:00 – How the RE debt landscape has changed over the last year
03:36 – How the interest rate environment is impacting RE debt
05:59 – The consequences of bank retrenchment
08:10 – Could this be a year of distress AND recovery?
11:44 – Comparing the timing of opportunities in debt and equity
14:42 – The sectors offering attractive relative value today
20:31 – Where RE debt allocations are coming from (hint: private credit buckets)
25:36 – Trends Nasir and team are watching in 2024

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