Jon Lurie, Founder of Realty Corporation, joins me on the People Property Place Podcast 🎙️ this week.
We talk through his journey from accidental landlord to managing billions at Goldman Sachs and Blackstone and why he decided to launch his own real estate investment firm.
We get into how Jon navigates cycles, build conviction-led investment themes, and why real estate is no longer guaranteed a spot in capital allocators portfolios.
If you're interested in private equity real estate, platform building, or contrarian value creation, this one's for you.
Key Topics Covered in This Episode:
· How inheriting a small office building and studying game theory shaped his thinking early on
· Badge collecting – the reasons for the moves, and lessons learnt for working at some of the worlds leading institutions
· How he survived the GFC at Goldman and what kept him in the room
· Reflections from building real estate platforms at scale across Europe at Blackstone
· How balancing asset-level detail and macro conviction has enabled outperformance
· Why he left Blackstone to launch Realty
· Why he believes in conviction-led investment strategies rooted in deep research
· What ties UK student housing, German distress, and data centres together
· Why real estate has lost its automatic seat in institutional portfolios and what it must do to win it back
And finally...
With £500m to invest, which People, what Property, and which Place would Jon choose?
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