The Distribution by Juniper Square

Wade Madden, CEO of Olympus Property, brings his extensive experience in risk management and entrepreneurship to the forefront of multifamily real estate. He discusses how a culture-driven approach has enabled Olympus to scale to 36,000 units and $9B in assets. Emphasizing servant leadership and bottom-up budgeting, he illustrates how these practices lead to better performance. Wade also highlights the integration of AI to empower teams and shares insights from their partnership with Ritz-Carlton to enhance customer service, revealing why people truly matter in driving operational success.

Eric Resnick, CEO of KSL Capital Partners, shares his journey from a ski enthusiast to a leader in travel investment. He discusses how KSL evolved from its recreation roots to encompass a global reach in hospitality. Key topics include insights on the Ikon Pass, aligning real estate with operational excellence, and current trends in luxury travel and wellness. Eric emphasizes the importance of authenticity and agility in leadership while exploring how AI is reshaping guest experiences. His passion reflects a unique blend of business acumen and love for leisure.

Aasif Bade, the founder and CEO of Ambrose, shares his inspiring journey from a childhood influenced by warehouse visits to launching a leading industrial real estate firm during the financial crisis. He discusses the evolution of modern industrial design and the impact of automation on supply chains. Aasif explains the strategic shift from deal-by-deal partnerships to a $400 million discretionary fund, while also addressing how reshoring and geographic investment strategies are driving demand in non-coastal markets.

Alex Robinson, CEO and co-founder of Juniper Square, dives into how AI is transforming private markets. He discusses the strategic acquisition of Tenor Digital and the rise of private credit. Alex explains foundational AI breakthroughs and the critical role of prompt engineering for accuracy. He contrasts knowledge work with human interactions, predicting that AI will automate routine tasks while preserving essential human relationships. Finally, he urges GPs to embrace AI now, highlighting the importance of adaptability in the face of technological change.

In a captivating discussion, Katie Riester, Managing Director at Felicis Ventures, shares insights from her 15+ years as an institutional investor. She reveals how she transitioned from traditional finance to shaping venture capital dynamics. Katie elaborates on the evolving relationship between LPs and GPs, emphasizing transparency and authenticity. She also discusses the characteristics of successful AI-native founders and Felicis' unique approach to supporting them through initiatives like the founder pledge, all while adapting to new technology waves.

Carlos Rodriguez, Jr., Founder and COO of Driftwood Capital, shares his family's journey from Costa Rica's first Holiday Inn to a leading hospitality investment platform. He discusses how Driftwood’s GP fund structure enables growth and institutional investing. Key topics include the impact of data technology through Project Domino, the role of AI in enhancing guest experiences, and the unique opportunities in private credit for hospitality. Carlos emphasizes adaptability and strategic leverage in the evolving market.

Saul Goldstein, Founder and CEO of ActivumSG, shares his intriguing journey from studying Japanese to leading a European real estate investment firm. He discusses navigating distressed markets and the entrepreneurial leap of founding ActivumSG during the 2008 crisis. The conversation highlights operational alpha and the importance of a decentralized team structure, emphasizing culture and curiosity. Saul also provides insights into the current European real estate landscape, touching on macroeconomic factors and market cycles that shape investment opportunities.

Brad Hargreaves, a media entrepreneur and founder of General Assembly, teams up with Paul Stanton, a capital markets expert, to explore the intersection of real estate, media, and innovation. They discuss Brad's entrepreneurial evolution and how it shaped his views on real estate. Paul reveals insights on Opco-Propco structures and the common pitfalls of merging venture capital with real estate. The duo emphasizes the necessity of education and storytelling in attracting investors, while also pondering future trends like AI's impact on the industry.

Bryan Thornton, a Partner at PCCP with 26 years of experience, shares insights from his extensive career in real estate investment. He discusses the transformation of PCCP from a California startup to a national firm and emphasizes the critical role of relationships in lending and equity investment. The conversation highlights the shift from traditional banks to private credit, the importance of transparency in partnerships, and how technology is reshaping the industry. Thornton also reflects on how a strong organizational culture drives success and fuels long-term growth.

In this episode of The Distribution, host Brandon Sedloff speaks with Trent Iliffe about his unconventional path from aspiring filmmaker to leading logistics and data center development across Asia. Trent reflects on his early career in industrial real estate, the founding of LŌ-GOI Group, and how he helped grow the platform into a major player in the region. He shares candid insights into navigating partnerships, raising institutional capital, and ultimately reshaping his focus toward logistics, data centers, and renewable energy. The conversation also explores the opportunities and challenges in emerging markets like India and Vietnam, and the importance of knowing what you don’t want to be as an entrepreneur. They discuss: Trent’s early career shift from film to industrial real estate The founding and evolution of Logos into a global logistics platform Launching LŌ-GOI Group with a focus on logistics, data centers, and renewable energy Market dynamics and growth opportunities in India and Vietnam Lessons in leadership, partnerships, and maintaining control as an entrepreneur Links: Trent on LinkedIn - https://www.linkedin.com/in/trent-iliffe-81219573/ LŌ-GOI Group - https://lo-goigroup.com/ Topics: (00:00:00) - Intro (00:02:24) - Trent's early career: From film to industrial real estate (00:03:11) - Building a career in industrial real estate (00:04:07) - Venturing into China: Setting up industrial business (00:05:15) - The birth of LŌ-GOI Group: Convincing investors in Australia (00:17:07) - Expanding horizons: From Australia to China (00:18:38) - Navigating partnerships and growth (00:23:27) - The evolution of LŌ-GOI Group: From logistics to data centers (00:31:11) - Renewable energy ventures (00:32:30) - Investment strategies and challenges (00:35:50) - Market insights: India and Vietnam (00:39:06) - Vietnam's manufacturing boom (00:44:58) - India's economic transformation (00:47:14) - Investor profiles and market dynamics (00:54:57) - Lessons from an entrepreneurial journey (00:58:13) - Conclusion and contact information