<p>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:</p> <ul> <li>Market backdrop and investor sentiment (00:58)</li> <li>Deployment concerns (2:33)</li> <li>Maturity wall and recap opportunities (05:40)</li> <li>Addressing the fundamentals (8:31) </li> <li>Sector and regional outlooks (9:44)</li> <li>Investor frustrations and takeaways (12:21)</li> </ul><p>See <a href="https://omnystudio.com/listener" rel="noopener noreferrer nofollow">omnystudio.com/listener</a> for privacy information.</p>