From Sector Specialist to Global Platform: Building Real Estate inside a Private Equity Giant - Henry Steinberg - Partner, Global Head, EQT Real Estate - EQT Group

The discussion centers on Henry Steinberg's career journey and the evolution of EQT Real Estate. Steinberg recounts his early career, transition to real estate, and the merger of Exeter Property Group with EQT. He emphasizes EQT's strategic move into real estate to complement its private capital and infrastructure arms. Steinberg highlights the cultural alignment between the firms, focusing on local expertise and value creation. He also shares insights into EQT's data-driven approach, using geospatial tools and AI to identify opportunities in data centers and student housing, driven by demographic and matriculation trends. The conversation also covers the logistics market in the US and Europe, noting the impact of changing tariffs and e-commerce penetration.