Barings hosted a panel of its regional heads to discuss the prospects for real estate debt and equity markets for 2024. The panel was part of the firm’s 2024 Outlook series, which also includes conversations on public fixed income and direct lending.
Maureen Joyce, head of U.S. real estate asset management and equity portfolio management, served as moderator, with John Ockerbloom, head of U.S. real estate at Barings; Nick Pink, head of Europe real estate and portfolio management at Barings; and Alastair Wright, head of APAC real estate at Barings, as panelists.
The panelists focused on the key themes, risk and opportunities that they're thinking about for the year ahead, based on what each of them is seeing on the ground in their markets to help emphasize the importance of adaptability and strategic decision making. They explored the impact of higher interest rates, valuation changes and geopolitical tensions. The participants, representing different regions, emphasi