Bloomberg Surveillance Bloomberg Surveillance TV: October 7th, 2025
Oct 7, 2025
R Kipp deVeer, Co-President and Partner at Ares Management, shares insights on private asset management and digital infrastructure. He highlights Ares’ strategic shift from lending to development while emphasizing the importance of selective building to prevent overcapacity. DeVeer discusses the growing access to private assets in retirement accounts and the U.S. remaining a top destination for investments. He also notes the recovery of real asset transactions, expressing optimism despite potential inflation challenges.
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Scale Gives Asset Managers An Edge
- Scale provides advantages: better deal flow, due diligence, and capital-raising capability for large asset managers.
- Diversified platforms gain insights across asset classes and geographies that smaller firms often miss.
Real Assets Attract Rotating Capital
- Recovery in real assets offers opportunities as some public markets look expensive.
- Interest in industrial, logistics, self-storage, and multifamily is driven by secular demand, not only rate expectations.
Don't Bank On Rapid Rate Cuts
- Do not rely solely on Fed cuts to justify asset purchases; treat rate cuts as supportive, not necessary.
- Plan investments around secular fundamentals rather than assumed rapid rate declines.