PERE at Bulge Brackets

Does anyone have any experience, or third hand knowledge, of culture at PERE divisions within the bulge brackets? To a certain extent, they fly under the radar and do not get as much attention but I am curious to understand what working at these kind of firms will be like? (In the States but also Europe)


Firms that come to mind are Goldman (REPIA - now Goldman Asset Management), MSREI, JPMorgan Asset Management, DWS, Credit Suisse (Aventicum). How do these shops compare with the likes of Starwood, Blackstone, Carlyle, Apollo etc?

 

Couple buddies were at Goldman this last summer in their AMD group, seemed to enjoy it. People weren’t dicks and their hours were pretty mellow (think 50ish a week).

 
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MS and JPM have the two largest core ODCE funds (>$30B NAV AUM each, though coming down). Know JPM does a lot of dev and are pretty fwd thinking on niche sectors (BFR, industrial IOS, etc), know less about MS. Both would be phenomenal places to begin and stay for whole career. Will say ODCE fund dominating your firms’ transaction activity = firm profit way more tied to AM fees due to open end nature and therefore tougher to comp senior people with firm economics (i.e. carry). GSAM I understand to be more closed end fund focused, they do cool looking deals as well but less AUM. GS’ practice (Whitehall funds) and MS (ran by the current BGO execs at the time who left) dealt with TOUGH times in the GFC. They’ve both obviously recovered since, but only bring up because I’ve worked at firms where the execs were “scarred” by GFC and made a lot of our deal sourcing process tougher and less competitive. Important thing to DD if you’re a more senior deals person taking a job.

 

Think people are underestimating both the pay and the workload. They’re all decent REPE firms that happen to be housed in banks. My peers who went to GS/MS/JPM are all getting paid as much as those who went to traditional funds and working the same unpleasant hours. People at AEW, LaSalle, Harrison Street, PGIM and Ardian are not making more than those at GS/MS/JPM

Coming from someone who went to a big real estate school so going off a large sample size.

 

How’s the all in pay for AS1 ? I’m coming from a Hines in development (land acquisitions, capitalization, dev mamagement) and wondering how that experience would be perceived.

 

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