Market backdrop and investor sentiment

Deployment concerns

Maturity wall and recap opportunities 

Addressing the fundamentals

Sector and regional outlooks

Investor frustrations and takeaways

In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host Maribel Yoo to discuss our Fall 2025 House Views on the state of the real estate market. They cover:
Market backdrop and investor sentiment (00:58)
Deployment concerns (2:33)
Maturity wall and recap opportunities (05:40)
Addressing the fundamentals (8:31) 
Sector and regional outlooks (9:44)
Investor frustrations and takeaways (12:21)

In this episode of RPM,&nbsp;Jeff Giller, Partner and Head of Real Estate, and&nbsp;Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host&nbsp;Maribel Yoo&nbsp;to discuss our&nbsp;Fall 2025 House Views&nbsp;on the state of the real estate market. They cover:
<ul>
<li>Market backdrop and investor sentiment (00:58)</li>
<li>Deployment concerns (2:33)</li>
<li>Maturity wall and recap opportunities (05:40)</li>
<li>Addressing the fundamentals (8:31)&nbsp;</li>
<li>Sector and regional outlooks (9:44)</li>
<li>Investor frustrations and takeaways (12:21)</li>
</ul>

StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone’s investment team will discuss the data, trends, and insights helping shape investors' portfolios.

StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone&rsquo;s investment team will discuss the data, trends, and insights helping shape investors' portfolios.

RPM - Reflections on Private Markets

StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone’s investment team will discuss the data, trends, and insights helping shape investors' portfolios.