CRE Analyst Aug 24, 2025 8:00:00 AM

KKR’s Real Estate Playbook: Competing with Blackstone & Brookfield

Pundits: "Mid-sized firms can't compete with Blackstone and Brookfield."
KKR: "Watch me."

KKR seems to have cracked the code on how to grow in a stagnant market. Keys to the KKR playbook:

1. Broad offerings for all investor types
2. Connected fundraising ecosystem
3. Insurance dollars

Slide 8 highlights the scale of what KKR is playing for.
Very early innings.

PS -- As this deck shows, KKR is betting that various real estate strategies will follow the firm's scaled businesses (e.g., traditional private equity and global infrastructure). Anticipating capital formation trends is a critical skill for real estate professionals and is a primary focus of our FastTrack program. DM us to explore our upcoming cohort. Only a few spots remaining.

See the full slide set here. 

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