The Distribution by Juniper Square

Juniper Square
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  • 两周一更

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

    1天前

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

    5天前

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

    8月19日

    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 小时 1 分钟
  4. The Real Estate Industry's Slow-Motion Deleveraging - Cia Buckley Marakovits - President & CIO - Dune Real Estate Partners

    8月5日

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

    7月22日

    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 分钟
  6. From a 5 page business plan to $60B of AUM - Patience and Perseverance Pay Off - Len O'Donnell - Chairman and CEO of Affinius Capital

    7月8日

    From a 5 page business plan to $60B of AUM - Patience and Perseverance Pay Off - Len O'Donnell - Chairman and CEO of Affinius Capital

    In this episode of The Distribution, host Brandon Sedloff sits down with Len O’Donnell, CEO of Affinius Capital, for a wide-ranging conversation on the evolution of one of real estate’s most strategically positioned investment platforms. Len reflects on his early exposure to development, his unconventional career path, and the lessons learned from leading through multiple business cycles. He shares how he helped transform USAA Real Estate into a scaled investment manager, navigated a management-led buyout in the midst of a global pandemic, and merged multiple platforms into the firm now known as Affinius Capital. The discussion also explores the firm’s investment pillars—credit, housing, and the intersection of real estate and technology—and why data centers represent the most strategically vital asset class in today’s economy. They discuss: The early influence of development culture and why studying history shaped Len’s leadership philosophy How Len transitioned from industrial chemical sales to building one of the largest platforms in U.S. real estate The vision and execution behind Affinius’ shift from wholly owned assets to co-investment-led growth Lessons from the merger of USAA Real Estate and Square Mile, and the importance of patience in integration Why power, permitting, and strategic partnerships define the future of the data center sector This episode is a must-listen for anyone seeking long-term perspective and operational wisdom in institutional real estate investing. Links: Affinius Capital - https://affiniuscapital.com/ Len on LinkedIn - https://www.linkedin.com/in/len-odonnell-92a96815/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:34) - Len's career and background (00:03:47) - Transition to real estate development (00:06:24) - Building a career in Washington DC (00:17:28) - The evolution of USAA Realty (00:22:53) - Merging with Square Mile (00:27:16) - Lessons from mergers and acquisitions (00:30:57) - Cultural shifts in large organizations (00:32:12) - Introducing Affinius (00:38:27) - Strategic business evolutions (00:42:39) - Amazon: A case study in strategic partnership (00:47:15) - The future of data centers and power constraints (00:53:51) - Conclusion and final thoughts

    55 分钟
  7. Seeing Opportunity Differently: Venture Capital’s approach the Built Environment - Brendan Wallace - CEO & CIO of Fifth Wall

    6月24日

    Seeing Opportunity Differently: Venture Capital’s approach the Built Environment - Brendan Wallace - CEO & CIO of Fifth Wall

    In this episode of The Distribution, host Brandon Sedloff sits down with Brendan Wallace, CEO & CIO of Fifth Wall, to explore the firm’s founding thesis, its investment philosophy, and the evolving intersection of real estate and technology. Brendan shares his unique career path—from real estate private equity at Blackstone to launching a successful tech startup sold to Workday—offering rare insight into how his dual experience in tech and real estate shaped the creation of Fifth Wall. He outlines how the firm’s strategic LP model allows them to drive technology adoption within the real estate sector, and discusses the broader opportunity that comes from modernizing a traditionally analog industry. The conversation also touches on the firm’s investing strategy, views on AI and data, and why Brendan believes the next wave of leading real estate platforms will be launched in the coming years. They discuss: * Why Fifth Wall’s LP base of real estate incumbents gives it a strategic advantage in venture investing * How Brendan’s early tech exit and institutional finance background informed his venture model * The challenges of real estate’s slow tech adoption, and which firms are actually driving change * Brendan’s view on the overhyped promise of proprietary data in the AI era * Why now may be the best time in a generation to launch a new real estate investment platform A valuable conversation for anyone exploring the future of real estate, venture capital, or building at the intersection of both. Links: Fifth Wall - https://www.fifthwall.com/ Brendan on LinkedIn - https://www.linkedin.com/in/brendanfitzgeraldwallace/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:11) - Brendan's background and career (00:18:29) - The birth of Fifth Wall (00:24:18) - The real estate tech revolution (00:28:54) - Big wins and real estate technology adoption (00:31:09) - Challenges and mistakes in real estate tech adoption (00:33:16) - Incentives and barriers to technology adoption (00:38:09) - The future of real estate and technology (00:45:10) - Fifth Wall's investment strategy and market trends (00:47:58) - Advice for aspiring real estate tech entrepreneurs (00:57:20) - Conclusion and contact information

    1 小时 2 分钟
  8. Purpose-Built, Performance-Driven: The Student Housing Specialist Playbook - Patrick McBride - Co-Founder & Co-CEO - Coastal Ridge Real Estate

    6月20日

    Purpose-Built, Performance-Driven: The Student Housing Specialist Playbook - Patrick McBride - Co-Founder & Co-CEO - Coastal Ridge Real Estate

    In this episode of The Distribution, host Brandon Sedloff sits down with Patrick McBride, co-founder and co-CEO of Coastal Ridge, to explore the firm’s evolution from a small entrepreneurial venture to a vertically integrated investment platform managing $5 billion in gross AUM. McBride walks through the pivotal moments that shaped Coastal Ridge’s growth, including early partnerships with family offices, scaling with institutional joint ventures, and the recent transition to discretionary fund management. The conversation covers the strategic advantages of student housing, why vertical integration has been core to their model, and how Coastal Ridge's Midwest roots influence its culture and execution. They discuss: How Coastal Ridge began as a partnership between college friends and scaled through $400M in backing from family offices The firm's three-phase capital evolution: private capital, institutional JVs, and discretionary funds Why student housing complements multifamily and what’s driving double-digit rent growth in the sector What makes a great student housing investment and how Coastal Ridge adds value to 10–20-year-old properties How vertical integration enhances performance across living strategies and creates competitive advantages A valuable listen for investors, operators, and entrepreneurs seeking to understand how durable real estate businesses are built over time. Links: Coastal Ridge - https://www.coastalridge.com/ Patrick on LinkedIn - https://www.linkedin.com/in/patrick-r-mcbride/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:20) - Patrick McBride's career and background (00:02:01) - The origin story of Coastal Ridge (00:03:51) - Early challenges and key partnerships (00:06:35) - Evolution to institutional capital (00:13:02) - Current strategies and market insights (00:14:05) - Student housing sector deep dive (00:24:05) - Future vision and company culture (00:28:33) - Leadership and entrepreneurial advice (00:31:31) - Conclusion and closing remarks

    35 分钟
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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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