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.

Margaret McKnight, Head of Real Estate Portfolio Solutions at StepStone Group discusses real estate recapitalizations. They explore the impact of higher interest rates on real estate investments, winners in the real estate market, and opportunities for distressed recapitalization in the commercial real estate market.