Updates from our Fall House Views

Opportunities in non-core assets

Property trading volume

Trends in capital deployment

Property type outlooks

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 Spring 2024 House Views on the state of the real estate market. They cover:
Updates from our Fall House Views (1:38);
Opportunities in non-core assets and distressed properties (2:41);
Property trading volume (5:45);
Trends in capital deployment (8:14); and
Property type outlooks (10:06).

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 Spring 2024 House Views on the state of the real estate market. They cover:
<ul>
<li>Updates from our Fall House Views (1:38);</li>
<li>Opportunities in non-core assets and distressed properties (2:41);</li>
<li>Property trading volume (5:45);</li>
<li>Trends in capital deployment (8:14); and</li>
<li>Property type outlooks (10:06).</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.

RPM—41 | Spring 2024 Real Estate House Views with Jeff Giller and Margaret McKnight

Our GP survey

What’s driving deal flow

Co-investments' value-add

Potential challenges for LPs

How LPs can stand out

Strong co-investment portfolios

In this episode of RPM, Geoffrey Dolan, a partner on our Private Equity team in New York, joins co-host Anna Marcus to break down the competitive dynamics of the private equity co-investment market. They cover:
Our GP survey (1:43);
What’s driving deal flow (5:58);
Co-investments' value-add  (7:29);
Potential challenges for LPs (11:46);
How LPs can stand out (13:24); and
Strong co-investment portfolios (14:28).

In this episode of RPM, Geoffrey Dolan, a partner on our Private Equity team in New York, joins co-host Anna Marcus to break down the competitive dynamics of the private equity co-investment market. They cover:
<ul>
<li>Our GP survey (1:43);</li>
<li>What’s driving deal flow (5:58);</li>
<li>Co-investments' value-add  (7:29);</li>
<li>Potential challenges for LPs (11:46);</li>
<li>How LPs can stand out (13:24); and</li>
<li>Strong co-investment portfolios (14:28).</li>
</ul>

RPM—46 | Inside the private equity co-investment market with Geoffrey Dolan

Energy transition opportunities

Post-IRA investment risks

Project execution bottlenecks

Global investment trends

Climate portfolio strategy

In this episode of RPM, Bhavika Vyas, Managing Director and member of StepStone’s Private Equity team, and special guest Julio Friedmann, Chief Scientist, Carbon Direct, join co-host Maribel Yoo to revisit the conversation on energy transition investing. They evaluate the impact of the Inflation Reduction Act (IRA) two years post-enactment, highlighting advancements in climate solutions and global investment opportunities.

They cover:
Energy transition opportunities (2:24);
Post-IRA investment risks (5:45);
Project execution bottlenecks (8:05);
Global investment trends (12:26); and
Climate portfolio strategy (16:06).

In this episode of RPM, Bhavika Vyas, Managing Director and member of StepStone’s Private Equity team, and special guest Julio Friedmann, Chief Scientist, Carbon Direct, join co-host Maribel Yoo to revisit the conversation on energy transition investing. They evaluate the impact of the Inflation Reduction Act (IRA) two years post-enactment, highlighting advancements in climate solutions and global investment opportunities.
They cover:
<ul>
<li>Energy transition opportunities (2:24);</li>
<li>Post-IRA investment risks (5:45);</li>
<li>Project execution bottlenecks (8:05);</li>
<li>Global investment trends (12:26); and</li>
<li>Climate portfolio strategy (16:06).</li>
</ul>

RPM—45 | Investing in climate solutions with Bhavika Vyas and Julio Friedmann

What’s happening in data

Energy transition definition

The investment landscape

Why to invest now

Infra as an inflation hedge

In this episode of RPM, Simon Beer, Partner, Infrastructure & Real Assets, joins co-host Michael Venne to discuss trends that are redefining the infrastructure landscape. They cover:
What’s happening in data (3:11);
Energy transition definition (6:58);
The investment landscape (9:04);
Why to invest now (11:35);
Infra as an inflation hedge (15:17)

In this episode of RPM, Simon Beer, Partner, Infrastructure &amp; Real Assets, joins co-host Michael Venne to discuss trends that are redefining the infrastructure landscape. They cover:
<ul>
<li>What’s happening in data (3:11);</li>
<li>Energy transition definition (6:58);</li>
<li>The investment landscape (9:04);</li>
<li>Why to invest now (11:35);</li>
<li>Infra as an inflation hedge (15:17)</li>
</ul>

RPM—41 | Spring 2024 Real Estate House Views with Jeff Giller and Margaret McKnight

RPM - Reflections on Private Markets

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