In this essential Alternative Allocations podcast episode, Tony and guests dissect the 2026 outlook, offering crucial insights for financial advisors navigating commercial real estate, private equity secondaries, and private credit. Discover the macro themes shaping these dynamic sectors, from new cycles in real estate to the growing need for liquidity in private equity. Tune in to equip yourself with the knowledge to identify opportunities in the evolving private markets landscape.

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Anant Kumar is a managing director and head of research with Benefit Street Partners, based in our West Palm Beach office. Prior to joining BSP in 2015, Mr. Kumar worked in the capital markets advisory group at Lazard Frères and the leveraged finance group at Deutsche Bank. Mr. Kumar received a Master of Business Administration from the University of Chicago, a Master of Science from Stanford University, and a Bachelor of Engineering from Visvesvaraya Technological University in India.

Taylor Robinson is a Partner of Lexington Partners, primarily focused on sourcing, negotiating, and executing secondary transactions. Taylor joined Lexington Partners in 2008 from JPMorgan, where he was in investment banking and leveraged finance. Aside from his investment focus and other Firm responsibilities, he is a member of Lexington's ESG steering committee and Franklin Templeton's global Stewardship & Sustainability Council.

​​Jeb Belford, equity owner and Managing Director, is the Chief Investment Officer of Clarion Partners. He is chairman of the Firm's Investment Committee, and a member of the Executive Board​. From 2013-2021, Jeb was the lead Portfolio Manager of the Firm's open-end core fund, with overall responsibility for fund management and portfolio strategy. From 2005-2012, Jeb was the Portfolio Manager for the Firm's value-add investment platform. Prior to becoming a portfolio manager, Jeb was a senior member of the Firm's Acquisitions Group, completing investments across a broad range of strategies. His background includes all key aspects of portfolio management, including acquisitions, financing and sales totaling over $20 billion in all property types and risk strategies, in markets across the U.S., Brazil and Mexico. Jeb joined Clarion Partners in 1995 and began working in the real estate industry in 1984.​​

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Resources:

2026 Private Market Outlook Executive Summary
Anant Kumar | LinkedIn
Taylor Robinson | LinkedIn
Rick Schaupp | LinkedIn
Alternatives by Franklin Templeton
Tony Davidow, CIMA® | LinkedIn

Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)