Dry Powder: The Private Equity Podcast
On the previous episode of Dry Powder, Kipp deVeer, copresident of Ares, unpacked the forces reshaping private credit and the advantages of being a scale player. Today on the show, we’ll turn our attention to the sectors of the “new economy” where Kipp sees the strongest investment opportunities.
You can listen to this episode of Dry Powder and catch future episodes by subscribing on Apple Podcasts, Google Podcasts, Spotify, or wherever you may listen.
“We now have a $100-billion-plus real estate business that lends in the US, lends in Europe,” Kipp says, “but the focus has been to play into the areas of the new economy, so it’s a lot of multifamily, a lot of industrial and logistics, and it’s increasingly in digital and data centers.”
We’ll also explore Ares’ evolution from financing data centers to developing them directly.
The Private Equity Podcast
In our podcast series, Bain's Hugh MacArthur interviews leading experts on the trends and opportunities that will redefine the private equity industry.