Capital Markets at Megafunds

I’m currently a student and I’ve seen a lot of people receive offers in capital markets at funds like BX and KKR. For example, BX has a real estate capital markets group. How are these roles different from capital markets at a bulge bracket? Also, if you start out in Cap markets at BX/KKR, what are potential exit opps? I assume it’s difficult to internal transfer to other groups (PE/Credit)? Any insight would be appreciated!

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Could you elaborate on what their real estate capital markets group is, or what it is called? I know they have Blackstone Real Estate Debt Strategies and some structured finance activities within that.

If this is what you are talking about, what they likely do is originate commercial real estate loans and package them up into a CLO which essentially enables them to take a leveraged position on their own loans. Mechanically it’s not much different from what a bank would do securitizing a bunch of loans they originated, but in practice you would spend more time focused on the actual real estate, and BX would also be taking on a leveraged position whereas the bank would be getting all the risk off their balance sheet.

Ultimately I’m not sure if this is the group you are talking about, but your exit oops from here would be to a bank that does similar activities, or to other real estate debt players, or even a credit or MBS fund. You could probably lateral to IB just because of the BX name. Also, this probably is an exit opp in itself. And from this real estate group I would have to guess it would be quite hard to make the jump to real estate PE and even harder to jump to general PE due to the differences between debt investing and equity investing. But with BX on your name you could still definitely make an intermediate step to a more general group at a bank.

 
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