The Distribution by Juniper Square What Private Wealth Wants From Real Estate Operators - Live From iREOC 2025 in Austin, Texas
Jan 30, 2026
Mark Sjoberg, CIO at Capital Creek Partners focused on asset allocation for large families. Mark Neely, Director of Alternatives at GenTrust who sources and diligences private investments. Brian Cho, head of distribution at Peachtree Group working across equity, hotels, and credit. They discuss how private wealth allocators build portfolios, preferences for structures and liquidity, the rise of operational due diligence, and where opportunities lie in debt and special situations.
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Tax-Adjusted Returns Drive Allocations
- Private wealth portfolios prioritize after-tax, long-term returns over pure liquidity or short-term gains.
- Real estate often wins on after-tax returns and serves as real assets ballast against inflation.
Customize Education For Each Gatekeeper
- Tailor education materials to the audience: technical for allocators, simplified for advisors, and distilled for end clients.
- Meet each group where they are and adjust depth and terminology accordingly.
Track Record Is A Signal, Not The Whole Story
- Managers should present organizational depth, process, and longevity, not just a single-deal pitch.
- Wealth allocators evaluate the partner as much as the deal to judge repeatable future performance.