Jeff Fine

Lotfi Karoui, who heads credit, mortgages, and structured products research at Goldman Sachs, joins Jeff Fine, the global co-head of Alternatives Capital Formation. They dive into how the Federal Reserve's rate cuts could potentially ease pressures on the real estate market. The discussions reveal challenges in commercial real estate stemming from maturing loans and the differing performances of new vs. older office buildings. They also highlight the ripple effects on housing affordability, offering a glimpse of optimism amid market fluctuations.

Jeff Fine, Partner and Global Co-Head of Alternatives Capital Formation at Goldman Sachs Asset Management, draws on decades as a real estate investor to unpack private markets. He covers how product specialists bridge wealth channels, the war for talent and scale, designing client-aligned vehicles, transparency in product construction, and why insurers and tech-driven growth matter for private allocations.