Carlyle Group's Sarah Schwarzschild on Real Estate Private Equity, Advice to Women

The video discusses the influx of capital into real estate private equity, highlighting trends and strategies in the market. It covers the growth of the secondary market, investor concerns, and management strategies. The speaker shares career insights, emphasizing the importance of mentorship and seizing opportunities, especially for women in the industry.

What is one reason investors are choosing mega funds in the real estate private equity space?

• They offer higher returns.

• They are seen as a safe pair of hands.

• They focus on emerging markets.

• They have lower fees.

How does the current market cycle compare to the 2006-2007 period?

• Valuations are lower now.

• There is less irrational exuberance now.

• Interest rates are higher now.

• Cap rates are lower now.

What role does the real estate secondary market play?

• It provides liquidity to investors.

• It increases market volatility.

• It reduces investment risks.

• It focuses on new property developments.

What is a current concern for investors in the private equity market?

• Political stability

• High interest rates

• Fee drag

• Lack of investment opportunities

What is one benefit of separately managed accounts for investors?

• Higher returns

• More control over their portfolio

• Access to emerging markets

• Lower risk

What advice is given to women rising in the private equity industry?

• Focus solely on financial skills

• Rely only on personal efforts

• Avoid taking risks

• Seize every opportunity

What is a key theme investors are concerned about in the current market?

• Technological advancements

• Regulatory uncertainty

• Environmental changes

• Cultural shifts