MSD loses to Blackstone and Brookfield on price, competes on duration
Gregg Lemkau · Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291) · Jan 9, 2023 · at 33:24
Gregg Lemkau, CEO of MSD Partners, outlines MSD's strategy in real estate against mega-cap private equity giants.
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“I don't want to go compete against Blackstone and Brookfield in real estate on price. We're going to lose all day long. But if we can compete on duration, we'll do that.”
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