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 here.

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

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