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.
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“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…
