The Distribution by Juniper Square

Juniper Square
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The Distribution by Juniper Square sits you down with industry experts, thought leaders, and some of the biggest names in commercial real estate, venture capital, and private equity, for open and honest conversations about what’s happening in the private markets.

  1. Relationship Alpha in the Middle Market - Bryan Thornton - Managing Partner @ PCCP

    4 दिन पहले

    Relationship Alpha in the Middle Market - Bryan Thornton - Managing Partner @ PCCP

    Bryan Thornton joins host Brandon Sedloff on The Distribution for a wide-ranging conversation about his 26-year career at PCCP and the evolution of real estate investment management. He shares how his early experiences shaped his passion for urban environments, reflects on PCCP’s growth from a California-focused startup to a national player, and explains why relationships remain central to both lending and equity investing. The discussion covers the shifts in capital markets, the rise of private credit, and how transparency, culture, and technology continue to redefine the industry. We discuss: PCCP’s consistent middle-market strategy across debt and equity The profound shift from bank dominance to private credit in real estate lending The role of transparency and relationship “alpha” in operator-lender partnerships How culture and curiosity fuel long-term career growth and organizational success The impact of technology and data on the future of investment management This episode offers valuable perspective for anyone navigating the challenges and opportunities in real estate today. Links: PCCP - https://pccpllc.com/ Bryan on LinkedIn - https://www.linkedin.com/in/bryan-thornton-09868357/ Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:01:32) - Bryan’s career and background (00:11:44) - The scale of PCCP (00:14:33) - The state of the industry (00:19:28) - The relationship between lenders and borrowers (00:21:10) - PCCP’s equity business (00:27:52) - The evolution of the markets (00:31:42) - The relationship between PCCP and her capital partners (00:33:12) - Culture and leadership (00:36:07) - Technology impacts on physical assets (00:42:53) - NAREIM (00:47:00) - Lessons from staying with one firm for over 25 years (00:49:54) - Predictions for the next decade

    54 मिनट
  2. Logistics, Data Centers, and Energy Growth in Asia - Trent Iliffe - Founder & CEO of LŌ-GOI Group

    12 सित॰

    Logistics, Data Centers, and Energy Growth in Asia - Trent Iliffe - Founder & CEO of LŌ-GOI Group

    In this episode of The Distribution, host Brandon Sedloff speaks with Trent Iliffe about his unconventional path from aspiring filmmaker to leading logistics and data center development across Asia. Trent reflects on his early career in industrial real estate, the founding of LŌ-GOI Group, and how he helped grow the platform into a major player in the region. He shares candid insights into navigating partnerships, raising institutional capital, and ultimately reshaping his focus toward logistics, data centers, and renewable energy. The conversation also explores the opportunities and challenges in emerging markets like India and Vietnam, and the importance of knowing what you don’t want to be as an entrepreneur. They discuss: Trent’s early career shift from film to industrial real estate The founding and evolution of Logos into a global logistics platform Launching LŌ-GOI Group with a focus on logistics, data centers, and renewable energy Market dynamics and growth opportunities in India and Vietnam Lessons in leadership, partnerships, and maintaining control as an entrepreneur Links: Trent on LinkedIn - https://www.linkedin.com/in/trent-iliffe-81219573/ LŌ-GOI Group - https://lo-goigroup.com/ Topics: (00:00:00) - Intro (00:02:24) - Trent's early career: From film to industrial real estate (00:03:11) - Building a career in industrial real estate (00:04:07) - Venturing into China: Setting up industrial business (00:05:15) - The birth of LŌ-GOI Group: Convincing investors in Australia (00:17:07) - Expanding horizons: From Australia to China (00:18:38) - Navigating partnerships and growth (00:23:27) - The evolution of LŌ-GOI Group: From logistics to data centers (00:31:11) - Renewable energy ventures (00:32:30) - Investment strategies and challenges (00:35:50) - Market insights: India and Vietnam (00:39:06) - Vietnam's manufacturing boom (00:44:58) - India's economic transformation (00:47:14) - Investor profiles and market dynamics (00:54:57) - Lessons from an entrepreneurial journey (00:58:13) - Conclusion and contact information

    1 घं॰ 1 मि॰
  3. Lessons From 45 Founders of Real Estate Private Equity Firms - Jonathan Glick - Managing Partner at Incubation Capital

    9 सित॰

    Lessons From 45 Founders of Real Estate Private Equity Firms - Jonathan Glick - Managing Partner at Incubation Capital

    Recorded live in Sundance, Utah, this episode of The Distribution features host Brandon Sedloff in conversation with Jonathan Glick at the conclusion of the fourth annual REEL Conference. Together, they reflect on the event’s intimate and candid discussions with 45 founders and entrepreneurs in middle market real estate. The conversation covers the challenges of today’s market cycle, shifting capital structures, the role of technology and AI, and the importance of leadership and team culture in navigating uncertainty. They discuss: Why adaptability and creativity will determine success in the next real estate cycle Key capital formation trends, including the rise of co-investments and diversified structures How AI and technology are reshaping investment firms and talent strategies The importance of storytelling and differentiation in attracting capital Evolving approaches to compensation, retention, and building durable teams Links: Incubation Capital Jonathan on LinkedIn Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:02:41) - REEL (00:04:51) - Key takeaways from the REEL conference (00:05:43) - Capital flows and market realities (00:07:43) - Challenges and opportunities in real estate (00:12:07) - The messy middle and capital structures (00:22:16) - AI and technology in private markets (00:33:06) - AI expectations and industry adaptation (00:34:06) - The role of technology in real estate (00:36:22) - Importance of relationships in real estate (00:45:08) - Compensation and talent retention (00:54:07) - Final thoughts and advice for founders

    59 मिनट
  4. Building Resilience Through Cycles in Hospitality Investing - Mit Shah - Founder & CEO - Noble Investment Group

    2 सित॰

    Building Resilience Through Cycles in Hospitality Investing - Mit Shah - Founder & CEO - Noble Investment Group

    Mit Shah joins Brandon Sedloff to share the remarkable journey behind Noble Investment Group and its role in reshaping the hospitality investment landscape. From growing up in his family’s motel business to building a leading institutional platform, Mit reflects on the sacrifices, lessons, and opportunities that shaped his career. He also dives into the resilience of the hospitality sector through cycles of disruption and the new opportunities emerging at the intersection of travel, living, and branded accommodations. They discuss: Mit’s immigrant family story and how early work in his parents’ motel instilled the values of hard work and entrepreneurship The founding of Noble Investment Group and its growth through multiple economic downturns, from 9/11 to the Global Financial Crisis to COVID The culture of ownership and trust that has kept his leadership team together for decades The emergence of branded long-term accommodations and how they address today’s shifting travel and housing needs Why institutional investors should rethink assumptions about hospitality and recognize the sector’s differentiated opportunities This episode is a valuable listen for anyone interested in the future of hospitality, investing, and building resilient businesses. Links: Nobel Investment Group - https://www.nobleinvestment.com/ Mit on LinkedIn - https://www.linkedin.com/in/mitshahnoble/ Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:02:11) - Mit’s background and career (00:06:15) - The birth of Noble Investment Group (00:18:21) - Navigating crises and building resilience (00:24:45) - Culture and leadership at Noble (00:30:03) - Reflecting on 9/11 (00:33:51) - Noble's current focus and achievements (00:35:38) - The future of hospitality with branded long-term accommodations (00:45:00) - Understanding the hospitality sector for institutional investors (00:51:58) - The resilience and future of travel (00:57:49) - Closing thoughts The views expressed in this podcast are those of Mit Shah and do not necessarily reflect the views of Noble Investment Group, LLC. This discussion is provided for informational purposes only, and should not be construed as investment advice, an offer to sell, or a solicitation of an offer to buy any securities or investment products. Any reference to specific strategies, asset classes, or markets is for illustrative purposes only and may not be suitable for all investors. Statements or information included in this presentation are made as of 09/02/205, are subject to change and neither Noble nor any of its affiliates will have an obligation to update or otherwise revise such statements or information to reflect information that becomes available or changes after such date. Certain statements may constitute forward-looking statements, which are based on current expectations and are subject to change and uncertainties. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. Listeners should consult their own advisors before making any investment decision(s).

    1 घं॰
  5. Banking Solutions for Middle Market Private Equity - Scott Aleali - Head of Private Equity Finance - Citizens Private Bank

    29 अग॰

    Banking Solutions for Middle Market Private Equity - Scott Aleali - Head of Private Equity Finance - Citizens Private Bank

    Scott Aleali joins Brandon Sedloff on The Distribution to share his journey from early beginnings at Silicon Valley Bank to leading the private equity business at Citizens Private Bank. He reflects on the collapse of SVB and First Republic, the creation of Citizens Private Bank, and how his team is building a differentiated service model for private equity and venture capital clients. Scott also provides insight into industry trends, the rise of new liquidity solutions, and his own experience as a podcast host creating content for the private markets community. They discuss: Lessons learned from the failures of Silicon Valley Bank and First Republic How Citizens Private Bank was created and its focus on private equity and venture capital clients The importance of differentiation and returning capital in today’s private markets New liquidity solutions for investment professionals and why the middle market is underserved Scott’s journey into podcasting and the role of content creation in building authentic connections This episode offers valuable perspective for private markets professionals navigating an evolving financial landscape. Links: Scott on LinkedIn - https://www.linkedin.com/in/scottaleali/ Fund Fanatics Podcast - https://podcasts.apple.com/lu/podcast/fund-fanatics/id1810788445 Citizens Private Bank - https://www.citizensbank.com/private-banking/overview.aspx Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:04) - Scott’s career and background (00:06:33) - The SVB and FRB failures (00:13:13) - Advice for delivering harsh news (00:14:42) - The founding of Citizens Private Bank (00:17:19) - The landscape of CPB today (00:31:12) - Scott’s view of the market today (00:34:46) - What makes for a differentiated strategy/GP? (00:44:32) - Building the Fund Fanatics podcast and its impact on the business

    57 मिनट
  6. The State of Rental Housing in the United States - Jay Parsons - Rental Housing Economist

    19 अग॰

    The State of Rental Housing in the United States - Jay Parsons - Rental Housing Economist

    In this episode of The Distribution, host Brandon Sedloff sits down with rental housing economist Jay Parsons for a wide-ranging discussion on the state of the rental housing market. Jay shares his path into the industry during the aftermath of the financial crisis, explains why he chose to specialize deeply in rental housing, and outlines the unique dynamics shaping apartments, single-family rentals, and build-to-rent communities today. Together, they explore current market challenges, long-term tailwinds, and the opportunities that lie ahead for investors and operators alike. They discuss:  * The origins of Jay’s career and his focus on rental housing economics * Key differences between ownership-driven housing commentary and true rental housing analysis * Glass half full versus half empty perspectives on today’s market, from high supply and rates to affordability and demographics * The convergence of multifamily, single-family rentals, and build-to-rent under one rental housing umbrella * Migration and demographic trends driving demand across the Sunbelt, mountain metros, and emerging tertiary markets * Investor strategies shifting from short-term flips to long-term value creation and operational excellence * How technology and AI are reshaping leasing, resident experience, and customer service in rental housing * The most important data points to track over the next cycle: supply and demand This episode offers clear insights for investors, operators, and anyone looking to understand the forces shaping the future of rental housing. Links: Jay on LinkedIn - https://www.linkedin.com/in/jay-parsons-a7a6656/ Jay's website - https://jayparsons.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:02) - Jay’s background and career (00:12:50) - What are the good things happening in rental housing right now? (00:15:20) - Categories of rental housing that Jay covers (00:18:46) - What should investors be focused on if they want to increase their allocations in apartments over the next 3-10 years? (00:26:12) - Formats of new builds (00:29:16) - Migration trends (00:37:06) - Rental housing pipelines (00:40:20) - Capitalization trends (00:42:42) - Multifamily fundamentals over a cycle (00:45:04) - Drivers of the BTF and SFR market (00:48:06) - Creating alpha in a multifamily portfolio (00:51:41) - What to look for in a great operator (00:53:06) - Technology and AI application trends (00:56:19) - What is one data point everyone should be paying attention to?

    1 घं॰ 1 मि॰
  7. The Real Estate Industry's Slow-Motion Deleveraging - Cia Buckley Marakovits - President & CIO - Dune Real Estate Partners

    5 अग॰

    The Real Estate Industry's Slow-Motion Deleveraging - Cia Buckley Marakovits - President & CIO - Dune Real Estate Partners

    Cia Buckley Marakovits joins Brandon Sedloff on The Distribution to walk through her journey to President and Chief Investment Officer of Dune Real Estate Partners. She reflects on formative experiences at Bankers Trust, JER, and ultimately Dune, weaving together lessons in capital markets, risk management, investor relations, and leadership. Cia discusses what it means to lead in the “private of private” asset classes, how she defines high-yield investing, and the opportunities created by capital inefficiencies. She also shares candid perspectives on loneliness in leadership, the importance of trusted peers, and the evolving role of women in real estate. They discuss: Why her career in real estate began with a phone call and a box of belongings Lessons from working alongside Dick Gunthel, Joe Robert, and Dan Neidich How high-yield investing differs from “opportunistic” or “value add” real estate Why today’s market cycle is defined by an elongated de-leveraging period The power of relationships and diversity in driving investment performance A valuable episode for investors and operators interested in capital markets strategy, leadership, and navigating private real estate. Links: Dune Real Estate Partners - https://dunerealestate.com/ Cia on LinkedIn - https://www.linkedin.com/in/cia-buckley-marakovits-96722111/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:58) - Cia’s background and career (00:21:39) - Transitioning to Dune (00:28:20) - The correlation of loneliness and success (00:32:42) - The state of Dune today (00:37:33) - High-yield real estate (00:40:50) - When opportunistic deals make sense (00:45:05) - Private Real Estate in a world that pushes transparency (00:48:57) - The 2025 cycle (00:51:48) - The role of women in Real Estate

    59 मिनट
  8. From First Mover to Market Leader: How Harrison Street Scaled to $70B - Chris Merrill - CEO and Chairman of Harrison Street

    22 जुल॰

    From First Mover to Market Leader: How Harrison Street Scaled to $70B - Chris Merrill - CEO and Chairman of Harrison Street

    Chris Merrill, Co-Founder and CEO of Harrison Street, joins Brandon Sedloff to explore a career defined by risk-taking, innovation, and a steadfast belief in building differentiated real estate strategies. The conversation traces Chris’s early career in real estate through his formative years at Heitman, where he became one of the first Western investors to focus exclusively on Central Europe. That experience would inform the thesis behind Harrison Street—an investment firm centered on demographic-driven, need-based asset classes like student housing, medical offices, and self-storage. Chris shares how Harrison Street emerged from a 50-50 partnership with Motorola’s former CEO Chris Galvin, and how its success has hinged on developing deep operator relationships, a repeatable process for innovation, and a long-term perspective on risk and value creation. They discuss: Why building a “pure play” Central European fund shaped his thinking on innovation and differentiation The early resistance to student housing, senior living, and self-storage as institutional asset classes How Harrison Street built an edge through proprietary scorecards and diversified operator relationships Why vertical integration was never the right strategy for Harrison Street’s alternative real estate focus How infrastructure and on-campus partnerships are fueling the next phase of growth This episode is a masterclass in how to spot arbitrage opportunities and scale a business by staying contrarian. Links: Chris on LinkedIn - https://www.linkedin.com/in/christopher-merrill-006b243/ Harrison Street - https://harrisonst.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:39) - Chris’ background and career (00:12:22) - Capital raising in the mid-90s (00:15:25) - Founding Harrison Street (00:22:11) - What Harrison Street looks like today (00:23:24) - The evolution of Alternatives within Private Real Estate (00:25:26) - Investing strategies (00:32:42) - Milestones from the last 2 decades (00:34:46) - Failures (00:37:35) - What best-in-class operating partners look like (00:42:43) - Vertically integrated vs. allocator models (00:44:30) - Pivoting into infrastructure (00:48:19) - Making an ownership shift (00:52:16) - The intersection of innovation and Real Estate

    58 मिनट
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The Distribution by Juniper Square sits you down with industry experts, thought leaders, and some of the biggest names in commercial real estate, venture capital, and private equity, for open and honest conversations about what’s happening in the private markets.

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    Juniper Square
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    2023 - 2025
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    90
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    The Distribution by Juniper Square

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