Barings Real Estate’s Post

A convergence of factors – both long-term and short-term – is driving what may be a multi-decade opportunity in U.S. residential real estate. As the U.S. confronts its housing crisis and grapples with low supply and a lack of affordability, opportunities are beginning to emerge for investors to provide the capital to modernize the housing stock and potentially earn attractive returns along the way. Head of U.S. Equity Real Estate, Maureen Joyce, joins the podcast to talk about how demographic groups like Gen Z and “baby chasers” along with new and evolving industries in the “battery belt” and beyond are driving attractive investment opportunities. Listen or watch the full episode now: Barings: https://ow.ly/1J9j30sFTO6 Apple Podcasts: https://ow.ly/TVg830sFpN7 Spotify: https://ow.ly/o0BB30sFpN9 YouTube: https://ow.ly/NYrq30sFpNa Full timestamps: (04:41) – The key factors driving the U.S. housing crisis (09:02) – The demographic groups most impacted (12:50) – Where re-pricing and long-term structural trends converge (15:02) – Build-to-rent as both a housing solution and attractive investment opportunity (19:57) – The U.S. cities and regions where the Barings team is seeing value today (30:14) – Where the team prefers to take risk - from development to core (34:35) – The relative attractiveness of RE debt vs. equity (38:34) – How the outcome of the U.S. election may impact the residential investment opportunity (39:52) – Final thoughts #StreamingIncome #Barings #RealEstate #CommercialRealEstate #RealEstateDebt #RealEstateEquity

A convergence of factors – both long-term and short-term – is driving what may be a multi-decade opportunity in U.S. residential real estate. As the U.S. confronts its housing crisis and grapples with low supply and a lack of affordability, opportunities are beginning to emerge for investors to provide the capital to modernize the housing stock and potentially earn attractive returns along the way. Head of U.S. Equity Real Estate, Maureen Joyce, joins the podcast to talk about how demographic groups like Gen Z and “baby chasers” along with new and evolving industries in the “battery belt” and beyond are driving attractive investment opportunities. Listen to the full episode now: Barings: https://ow.ly/uxVk30sFpF5 Apple Podcasts: https://ow.ly/N1Tl30sFpeb Spotify: https://ow.ly/aVvz30sFpec Full timestamps: (04:41) – The key factors driving the U.S. housing crisis (09:02) – The demographic groups most impacted (12:50) – Where re-pricing and long-term structural trends converge (15:02) – Build-to-rent as both a housing solution and attractive investment opportunity (19:57) – The U.S. cities and regions where the Barings team is seeing value today (30:14) – Where the team prefers to take risk - from development to core (34:35) – The relative attractiveness of RE debt vs. equity (38:34) – How the outcome of the U.S. election may impact the residential investment opportunity (39:52) – Final thoughts #StreamingIncome #Barings #RealEstate #CommercialRealEstate #RealEstateDebt #RealEstateEquity

A convergence of factors – both long-term and short-term – is driving what may be a multi-decade opportunity in U.S. residential real estate. As the U.S. confronts its housing crisis and grapples with low supply and a lack of affordability, opportunities are beginning to emerge for investors to provide the capital to modernize the housing stock and potentially earn attractive returns along the way. Head of U.S. Equity Real Estate, Maureen Joyce, joins the podcast to talk about how demographic groups like Gen Z and “baby chasers” along with new and evolving industries in the “battery belt” and beyond are driving attractive investment opportunities. Listen to the full episode now: Barings: https://ow.ly/F8et30sFpnX Apple Podcasts: https://ow.ly/N1Tl30sFpeb Spotify: https://ow.ly/aVvz30sFpec Full timestamps: (04:41) – The key factors driving the U.S. housing crisis (09:02) – The demographic groups most impacted (12:50) – Where re-pricing and long-term structural trends converge (15:02) – Build-to-rent as both a housing solution and attractive investment opportunity (19:57) – The U.S. cities and regions where the Barings team is seeing value today (30:14) – Where the team prefers to take risk - from development to core (34:35) – The relative attractiveness of RE debt vs. equity (38:34) – How the outcome of the U.S. election may impact the residential investment opportunity (39:52) – Final thoughts #StreamingIncome #Barings #RealEstate #CommercialRealEstate #RealEstateDebt #RealEstateEquity

In this podcast episode, Neal Bawa, known as the mad scientist of multifamily, shares his expertise on the multifamily real estate market. He discusses the relationship between cap rates, interest rates, and the potential for distressed properties, emphasizing the need for caution and balance in 2024. Neal advises focusing on value-add properties and affordable housing, and he predicts demographic shifts will affect apartment demand. He also expects a decrease in multifamily fixed debt rates and cap rates, with property discounts likely in 2024. Neal recommends the book "Traction" for Company Growth and shares his personal health hack involving online physiotherapy. Listeners can connect with him through multifamilyu.com for high-quality content and market insights. Summary: ·       Distressed properties in the multifamily space ·       Impact of factors such as interest rates, cap rates, inflation, supply, and demand ·       Correlation between cap rates and interest rates ·       Predictions for increased volatility and inflation ·       Role of debt fund, preferred equity in saving distressed properties ·       Impact of global factors on overall distress ·       Recommendations for property acquisition and financing ·       Demographic shifts and apartment demand ·       Predictions for interest rates, inflation, and cap rates ·       Books and habits for success and motivation   Tune into the episode at Website: https://lnkd.in/eKVkbcu Apple podcast: https://lnkd.in/eA24k3pG Spotify: https://lnkd.in/e5ezeA2 Youtube: https://lnkd.in/eEFA9s5j To find out more about partnering or investing in a multifamily deal: https://lnkd.in/gXjNa_7s   #multifamily, #NealBawa, data science, high-growth markets, #caprates, #interestrates, #inflation, #supplyanddemand

A convergence of factors – both long-term and short-term – is driving what may be a multi-decade opportunity in U.S. residential real estate. As the U.S. confronts its housing crisis and grapples with low supply and a lack of affordability, opportunities are beginning to emerge for investors to provide the capital to modernize the housing stock and potentially earn attractive returns along the way. Head of U.S. Equity Real Estate, Maureen Joyce, joins the podcast to talk about how demographic groups like Gen Z and “baby chasers” along with new and evolving industries in the “battery belt” and beyond are driving attractive investment opportunities. Listen to the full episode now: Barings: https://ow.ly/eK0930sFp7O Apple Podcasts: https://ow.ly/Nfsk30sFp3L Spotify: https://ow.ly/mPl230sFp3M Full timestamps: (04:41) – The key factors driving the U.S. housing crisis (09:02) – The demographic groups most impacted (12:50) – Where re-pricing and long-term structural trends converge (15:02) – Build-to-rent as both a housing solution and attractive investment opportunity (19:57) – The U.S. cities and regions where the Barings team is seeing value today (30:14) – Where the team prefers to take risk - from development to core (34:35) – The relative attractiveness of RE debt vs. equity (38:34) – How the outcome of the U.S. election may impact the residential investment opportunity (39:52) – Final thoughts hashtag#StreamingIncome hashtag#Barings hashtag#RealEstate hashtag#CommercialRealEstate hashtag#RealEstateDebt hashtag#RealEstateEquity

I had the pleasure of being a guest on the Collecting Keys Podcast with Michael DeHaan and Dan Austin. One thing we discussed was leaving duplexes and single family behind. Here's why we left those assets behind: For many, real estate investing is part of a long-term wealth building strategy. For us, real estate investing was more. We were looking to leave our careers behind to pursue investing full time. After our first few single family deals, things were going fine, we learned a ton, and it became very obvious doing single family deal after single family deal wasn't going to get us to leaving our W-2 jobs in any short timeframe. At the time (2019) we looked at our experience with residential real estate and with mobile homes, we looked at mobile home parks and loved the macro-economic trends supporting the asset class. We absorbed countless podcast episodes, books, etc to learn as much as possible about the assets. Then we started looking for communities to purchase, reaching out to owners, and ultimately buying our first community in 2020. Do you prefer single family or commercial assets? Let me know in the comments. #passiveincome #realestate #investing #realestateinvesting #womeninrealestate #commercialrealestate #passiveincomeinvesting #wealthcreation #wealthbuilding

Multifamily's Love & Hate of the Fed's Interest Rates – And Why Others (even Google and Amazon) Might Feel the Same Way ⤵️ As the Federal Reserve continues to navigate economic turbulence with its interest rate policies, some multifamily real estate investors are feeling the ongoing pressure. Based on some insights from an interesting and recent Bloomberg podcast, along with our own behind the scenes experience as multifamily owner and operators, there’s an important message that needs to be shared: other industries aren’t likely to be spared, even if the impacts are not yet as readily obvious as they are to multifamily investors. Read more here: https://hubs.la/Q02wZj_H0 #realestate #multifamily #google

Thrive Founder and CEO, JP Newman, and President, Adrian Lufschanowski recently sat down to provide an update on the current real estate market conditions and investment opportunities. In this episode of Investing on Purpose, they discuss why multi-family and affordable housing can still be attractive, even during market downturns. They also share advice for new real estate investors. Listen to the conversation at the link below, or on on any of your favorite podcast players. #multifamily #realestate #realestateinvesting #realestateinvestingeducation #passiveincome

🚀 Dive into the world of multifamily investing with Kent Kiess! 🏢 Join us on "The Passive Real Estate Podcast" hosted by Matt Jones as Kent shares his expert insights and experiences in multifamily real estate. Whether you're a seasoned investor or just getting started, this episode is packed with valuable tips and strategies to help you succeed. 🎧 Listen now: https://lnkd.in/gVpUW5wj #RealEstate #PassiveIncome #MultifamilyInvesting #Podcast #KCInvestments

Will Commercial Real Estate Crash This Year? Is multi family real estate headed for hard times? Are you in deals already or thinking of getting into investing in multifamily this year? Knowing the data about any asset class is key and there is some staggering data in this clip you may want to pay attention to if you are involved in multi family investing on any level. In this clip from The A Game Podcast our guest Jason Hartman shares the statistics on the research he has done for himself and countless other investors he helps find financial freedom. Information is not good or bad, it is the decisions you make with the information given that result in good or bad decisions. Few people understand data today and how to use it to make profitable business decisions to create wealth in real estate!  Don’t forget where you heard it first and check out all of Jason’s fantastic information based on data and decades of experience on his podcasts and social media challenges all linked in the show notes! Check out Jason at the https://lnkd.in/egqbHbpg and his amazing podcast Creating Wealth Real Estate Investing. Don’t forget to see the show notes for details on his upcoming “Ultimate Investors Voyage: Making Money On the High Seas.”  This is a unique opportunity you will not want to miss! Link in bio for full episode please listen and subscribe and check the show notes out to connect with Jason and Nick Lamagna. Looking for your FIRST or NEXT real estate deal? DM us “Real Estate” or text the same words to 516.540.5733 to discuss options to work together today. #commercialrealestate #multifamilyrealestate #apartmentinvesting #multifamilyinvesting #webuyapartments #commercialinvesting #profitableinvesting #moneymoves #wealthyinvestor #realestatemarket #affordablehousing #empoweredinvestor #jasonhartman #creatingwealth #realestateprofessional #realestateinvestor #realestateinvestors #investingtips #economics #realestateopportunities #marketopportunites #investingopportunities #passiveincome #insidersecrets #commercialassets #assets #realestatedanger #investingrisks #caution #realestatepodcast #entrepreneurtips #realestateadvice #familymastermind @familymastermind