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The Distribution by Juniper Square

Latest episodes

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Dec 3, 2024 • 1h 3min

Ep.52: From Deals to Durability: Building Exclusively for RIAs - Darren Fisk - Founder and CEO of Forum Investment Group

Darren Fisk, Founder and CEO of Forum Investment Group, shares insights from his 20+ years in real estate and finance, with a unique twist from his NFL background. He discusses his transition from mortgage banking to establishing a multifamily investment platform, emphasizing resilience and relationship-building. Fisk explores the importance of educating registered investment advisors about multifamily properties' potential amidst current housing market challenges, and highlights the enduring value of partnerships in real estate.
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Nov 19, 2024 • 1h 2min

Ep.51: One Vision, Three Pillars: How to Strategically Build a Vertically Integrated Firm: Larry Heard - CEO - Transwestern

Larry Heard, CEO of Transwestern, draws on over 40 years of real estate expertise to share insightful reflections on his career journey and the evolution of his company. He discusses the strategic focus on industrial logistics and multifamily assets, as well as the importance of adaptability during economic downturns. Heard emphasizes the value of empowering leadership and community engagement, along with practical career advice like the significance of mentorship and personal relationships in real estate.
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13 snips
Nov 5, 2024 • 1h 3min

Ep.50: GP-Aligned Investing...Multiple Ways to Win - Wes Whitman - Co-Founder & Co-Managing Partner at Whitman Peterson

Wes Whitman, Co-Founder and Co-Managing Partner of Whitman Peterson, brings extensive experience from Greystar to the table. He dives into the concept of GP-aligned investing, explaining its role in strategic partnerships. The conversation highlights case studies like AutoCamp and Hilton, showcasing how collaboration enhances visibility and efficiency. They also discuss investment strategies across alternative living sectors, addressing the housing crisis, and share insights on revitalizing properties like Sundance Resort. Wes emphasizes the importance of industry relationships for growth.
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Oct 29, 2024 • 59min

Ep.49: Bridging East and West - Goodwin Gaw - Chairman & Managing Principal of Gaw Capital Partners

Goodwin Gaw, Founder and Managing Principal of Gaw Capital Partners, shares his journey from Hong Kong to leading a global real estate powerhouse. He discusses the surge of cross-border capital when Asia opened up in the '90s and reveals what made Chinese assets attractive to US investors. Gaw also highlights unique opportunities in post-COVID markets, especially in Japan and South Korea. His insights on investor appetite for China and the significance of local partnerships provide a fresh perspective for aspiring real estate entrepreneurs.
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Oct 15, 2024 • 55min

Ep.48: Opportunistic Real Estate: Navigating Dislocations and Market Cycles - Seth Singerman - Managing Principal & Founder of Singerman Real Estate

Seth Singerman, the Managing Principal and Founder of Singerman Real Estate, shares his journey in establishing a value-driven firm focused on opportunistic investments. He discusses market trends and the impact of real estate dislocations, highlighting strategic investment opportunities in hospitality and industrial sectors. Seth emphasizes the importance of team dynamics, leadership, and the necessity of relationships in real estate management. Moreover, he explores critical principles that drive successful real estate investing, particularly during times of market volatility.
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13 snips
Oct 1, 2024 • 1h 2min

Ep.47: Building Value in Europe's Real Estate Markets Amidst Economic Shifts - Krysto Nikolic - Global Head of Real Estate - ICG

Krysto Nikolic, Senior Managing Director and Global Head of Real Estate at ICG, shares his journey from a small town in Scotland to leading strategic real estate investments. He discusses the evolving landscape in Europe, highlighting the impact of geopolitical shifts on market dynamics. Krysto explores underappreciated asset classes, particularly in social infrastructure and logistics. He emphasizes the importance of local relationships and insights while navigating the complexities of the post-COVID real estate sector.
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Sep 17, 2024 • 58min

Ep.46: What Makes an Exceptional CRE Investment Manager - Scott Davies - Managing Director & Co-Head of Real Estate at Hamilton Lane

Scott is a Managing Director and Co-Head of Real Estate on the Real Assets Investment team where he is responsible for the evaluation and due diligence of private real estate investment opportunities. He is a member of the Real Assets Investment Committee.  From 2011 until joining Hamilton Lane in 2017, Scott was a Senior Consultant with Real Asset Portfolio Management LLC focused primarily on the Firm’s real estate investment initiatives with secondary support on other asset classes. Previously, Scott worked in San Diego, California for two private investment firms where he focused on acquiring and trading commercial real estate whole loans and real estate as well as leading underwriting efforts for acquisition of commercial and residential real estate and debt opportunities.Links:Hamilton Lane - https://www.hamiltonlane.com/en-usScott on LinkedIn - https://www.linkedin.com/in/scott-davies-06ab503/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:05) - Scott’s background and career(00:15:22) - What is Hamilton-Lane’s footprint today?(00:18:48) - Bringing the best ideas to clients(00:20:50) - Why haven’t people heard of HL?(00:22:28) - What are the table stakes for an exceptional investment manager?(00:28:49) - Does HL have its own discretionary investment vehicle?(00:30:32) - What are you seeing in terms of investor appetite?(00:31:50) - How do you work with investment managers?(00:33:41) - How are you looking at the performance track records in the post-ZIRP era?(00:38:10) - How do you think about operational due diligence?(00:41:00) - What are you seeing in the market today?(00:48:29) - Has the private wealth side of Hamilton Lane crossed over into real assets?(00:50:03) - What do you want to see more in your flow?
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Sep 3, 2024 • 1h 5min

Ep.45: Accessing the Individual Investor at Scale - Michael Episcope - Co-Founder and Co-CEO at Origin Investments

Michael Episcope, Co-Founder and Co-CEO of Origin Investments, discusses his transition from commodities trading to real estate, highlighting his quest for financial independence. He shares insights on building a robust investor base, effective investor relations, and the importance of trust. Michael also examines the current dynamics of the multifamily market and investment strategies in today's unpredictable landscape. He emphasizes the significance of transparency with investors and shares his excitement for future opportunities in the real estate sector.
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Aug 20, 2024 • 60min

Ep.44: Financing and the Four Waves of Opportunity for Non-Bank Lenders - Warren de Haan - Founder & CEO of ACORE Capital

Warren de Haan is a founder, Chief Executive Officer, and member of ACORE CAPITAL's Investment Committee.Mr. de Haan has over 25 years of experience in commercial real estate finance and capital markets. Before co-founding ACORE CAPITAL, he was Chief Originations Officer at Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, from 2010 to 2014, during which time the REIT grew from $780 million market cap to $5.5 billion market cap. Mr. de Haan was a founding partner and Head of Originations at Countrywide Commercial Real Estate Finance, overseeing the expansion of the division's footprint to 15 offices across the U.S. He also co-founded Coastal Capital, a firm focused on the acquisition of U.S. CRE loans post GFC. Mr. de Haan began his career as an originator in Nomura's New York City-based Large Commercial Real Estate Loan Group.Links:ACORE CapitalBrandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:15) - Warren’s background and career(00:24:15) - ACORE Capital(00:32:43) - How do you see the proliferation of sub-scale managers in the market?(00:36:55) - How should folks think about asset managers in the context of a financing business?(00:41:32) - What’s the state of the CRE Debt market?(00:50:14) - How do you see fundamentals performing right now?Disclaimer: Certain statements contained herein reflect the subjective views and opinions of ACORE Capital (“ACORE”) and may include our general view of the market and expectations of the market in the future.  This presentation may contain forward-looking statements.  Forward-looking statements are inherently uncertain and there is no guarantee that any projections or estimates about the future will materialize.  Under no circumstances is this presentation to be used or considered as an offer to sell, or a solicitation of any offer to buy, any security.  Any such offering may be made only by an offering memorandum that would be furnished to prospective investors who express an interest in an investment program of the type being considered, and that would describe the risks associated with an investment in the investment program. The information in this presentation is provided to you as of the dates indicated and ACORE does not intend to update the information after its distribution, even in the event that the information becomes materially inaccurate.   The information contained herein may not be reproduced in whole or in part nor disclosed by the recipient to any other party without ACORE’s prior written consent. 
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9 snips
Aug 6, 2024 • 1h 5min

Ep.43: The Future of Affordable Housing: Space, Mobility, and Aging in place - Daryl Carter, Founder & CEO of Avanath Capital Management

Daryl J. Carter, a 41-year veteran of the commercial real estate industry, is the Founder, Chairman, and CEO of Avanath Capital Management, LLC. Mr. Carter directs the overall strategy and operations of the Company, a California-based investment firm that acquires, renovates, and operates apartment properties, with an emphasis on affordable and workforce communities. Since its formation in 2008, Avanath has acquired $3.5 billion of properties across 14 states in the U.S., comprising 15,000 apartment units. Avanath is vertically integrated and is an SEC-registered investment advisor and institutional fund manager.LinksAvanath Capital Management - https://www.avanath.com/Daryl on LinkedIn - https://www.LinkedIn.com/DarylCarterBrandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:00:55) - Daryl’s background and career(00:06:15) - Did you know you wanted to be in Real estate?(00:07:53) - What got you interested in architecture? (00:09:24) - Starting Capri Capital(00:18:28) - The myths of investing in affordable housing(00:26:36) - How has the affordable housing industry changed over the past 15 years?(00:32:06) - What do you hope will happen for housing affordability?(00:37:09) - What is your unique advantage as a firm?(00:41:08) - What attributes are requirements for communities you own?(00:45:19) - Are 3-4br apartments going to be the norm in the future?(00:47:50) - How is the industry doing in bringing a more diverse workforce together?(00:54:07) - What do you think are markers of great leadership?

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