Jeff Giller, Head of StepStone Real Estate, discusses career lessons from downturns, co-mingling advisory and investment management, LP secondaries, forming investment theses, and anticipating changes in the real estate market in a conversation with Brandon Sedloff on The Distribution by Juniper Square.

Jeff Giller, Head of StepStone Real Estate, breaks down the entrepreneurial side of real estate portfolio management and how partnerships lead to success. Topics discussed include the rise of top fundraising firms, evaluating recap situations, the importance of due diligence and building a strong business, and the use of AI for real estate analysis.

Jeff Giller, Partner and Global Head of StepStone Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions, share insights on guiding institutional investors in the complex real estate market. They discuss strategies to navigate current challenges such as high interest rates, declining valuations, and recapitalization opportunities. Their conversation dives into the contrast between public and private investments, emphasizing tailored strategies for diverse client needs. They also highlight the importance of team dynamics, technology in decision-making, and the evolving landscape of real estate investments.