In this episode, industrial investor Judd Dunning joins to share the real playbook for navigating tough conversations with investors. We unpack how to balance good news with bad news, how to stay transparent without creating panic, and how trust is built (or lost) in moments of uncertainty.

Whether you’re an LP, GP, or somewhere in between, this conversation is a masterclass in investor communication, reputation management, and what it means to lead with integrity in the private markets.

00:00 Intro

02:14 Journey in Real Estate and Industrial Sale Leasebacks

05:07 Simplifying Complex Deal Structures for Investors

10:22 Navigating Market Changes and Investor Communication

22:35 Building Trust with High Net Worth Investors

26:48 Future Plans

Connect with Judd: https://www.linkedin.com/in/judd-dunning/

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How to Balance Bad News, Good News, and LP Trust with Judd Dunning