StepStone Group-

RPM Ep. 55 | Fall 2025 Real Estate House Views with Jeff Giller and Margaret McKnight

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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)

Read the transcript .

RPM is available on Apple Podcasts and Spotify—anywhere you normally get your podcasts. Subscribe today!

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Contacts


StepStone Group

StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

W. Casey Gildea 
Managing Director casey.gildea@stepstonegroup.com
+1.212.351.6114


277 Park Ave, 45th Floor
New York, NY 10172

 

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