The PERE Podcast

A number of new or emerging managers are attempting to grab market share as the next private real estate capital market cycle takes form.In this episode, PERE editor Evelyn Lee and Jonathan Brasse, editor-in-chief of the real estate for PEI Group, discuss firms on the fast track to industry prominence, and what their challenges tell us about the sorts of organizations jostling for position in the years ahead. The discussion is a meditation on PERE’s latest cover story, titled Next Contenders 2025:

New York-based private equity giant KKR has reorganized its real estate and infrastructure businesses under a unified real assets platform with a combined $137 billion of assets under management. In this inaugural episode of The PERE Podcast, editor-in-chief of real estate for PEI Group Jonathan Brasse, PERE editor Evelyn Lee and PEI Group’s infrastructure editor-in-chief Bruno Alves dig into the details of the new business and reflect on the context of the DeepSeek AI revelations and their impacts

The PERE podcast is a weekly discussion between members of our senior editorial team providing you with analysis-led commentary about the biggest events in private real estate capital markets around the world. Our discussion spans formation, strategy and deployment and draws from the ongoing coverage of PERE, PERE Credit and PERE Deals. Listen at www.perenews.com/podcast or subscribe wherever you like to listen.