Goodwin Gaw is the Chairman, Managing Principal, and Co-Founder of Gaw Capital Partners, a real estate private equity fund management company focusing on markets in Greater China and other high-barrier-to-entry markets globally. Established in 2005, Gaw Capital Partners has raised equity in excess of USD$22 billion as of 2022 Q3 and currently manages assets of over US$35.2 billion as of Q2 2024, encompassing residential developments, retail centers, hotels, commercial, IDC, and logistic properties.

Links:

Gaw Capital Partners - https://www.gawcapital.com/

Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/

Juniper Square - https://www.junipersquare.com/

Topics:

(00:00:00) - Intro

(00:01:18) - Goodwin’s background and career

(00:16:57) - Opportunities for cross-border capital when Asia opened up in the ‘90s

(00:20:00) - What were the most investable assets in China for US institutions?

(00:24:21) - What does Gaw capital look like today?

(00:27:08) - How do you think about entering new markets?

(00:29:48) - Where are you seeing opportunity when others run for the exits?

(00:34:18) - Thoughts on San Francisco

(00:37:27 - What’s the investor appetite for China

(00:41:23) - What other global markets are you in?

(00:42:06) - What is the big opportunity in Japan?

(00:45:15) - Where is the Outbound Asian capital going?

(00:48:28) - Where are you spending your time over the next 12-24 months?

(00:49:49) - Does private credit function similarly in Asian markets?

(00:53:34) - What advice would you give to folks aspiring to become entrepreneurs?