Leveraged Breakdowns

Welcome to Part Seven of our Fund Profile Series. In this series, we delve into the inner workings of the top 50 global real estate private equity (REPE) firms according to the 2020 PERE 100 list.   Each REPE fund profile briefly summarizes each fund’s history, as well as getting into the details of how the firms carry out their real estate equity investments. By the end of each post, we’re hoping you’ll be able to arm yourself with enough knowledge for your upcoming REPE technical interview! Without further ado: now that we’ve looked at AEW in Part Six of the series, it’s onwards to the Carlyle Group. Key facts about the Carlyle Group Back in 1987 in Washington D.C., five founders—William E. Conway Jr., Stephen L. Norris, David M. Rubenstein, Daniel A. D'Aniello, and Greg Rosenbaum—came together to form the Carlyle Group as a boutique investment banking firm (also known as a merchant bank). Stephen Norris actually named the firm after the famous Carlyle Hotel in New Y...

Welcome to Part Six of our Fund Profile Series. We’re continuing our cross-examination of the top 50 global real estate private equity (REPE) firms, as per the 2020 PERE 100 list.   As you'll know by now if you’ve been following along, each REPE fund profile briefly summarizes each fund’s history, as well as getting into the details of how the firms carry out their real estate equity investments—we’re hoping to help you get up to speed for your upcoming real estate private equity interviews by the end of each post! Now that we’ve looked at Lone Star Funds in Part Five of the series, we’re moving on to focus on AEW Global in more detail. Key facts about AEW AEW was founded in Boston in 1981 by Peter Aldrich, Tom Eastman, and Mark Waltch. The firm became one of the first U.S. REIT advisors in 1995, adding global REITs to its portfolio a decade later, in 2005. Fueled by its domestic growth, the firm expanded into the European market in 1996 with the opening of its Paris ...