The Distribution by Juniper Square

Tony Avila, Founder and CEO of Avila Real Estate Capital, shares his extensive experience in residential land development and homebuilding finance. He discusses the evolution of institutional investment in homebuilding and the shift in risk dynamics post-financial crisis. Avila delves into how traditional banks have backed away from land and construction lending, creating opportunities for private capital. He also explains the nuances of underwriting land loans and highlights the importance of housing affordability in today’s market.

Neville Rhone, co-founder and managing partner of Arc Capital Partners, shares his journey from engineering to real estate investment. He reflects on valuable lessons from Morgan Stanley and Canyon Partners, emphasizing the potential of the middle market for stable returns. Neville discusses how today's capital constraints create unique opportunities for structured solutions. He identifies key focus areas like middle-income housing and grocery-anchored retail in the Sunbelt, offering insights on how general partners can navigate this shifting landscape.

David Moore, Founder and CEO of Knightvest Capital, shares his compelling journey from an entrepreneurial upbringing to creating a multifamily empire in the Sunbelt. He discusses his hands-on approach to property management, including chaotic early days at auction houses. David reveals how Knightvest transformed from survival mode to institutional partnerships and scaled operations. He dives into the firm's unique renovation strategies, the impact of market pressures, and essential advice for investors on evaluating operators. This engaging dialogue highlights the grit and innovative thinking behind success.

Brandon Sedloff reflects on key themes from his 100 conversations in private markets. He emphasizes the importance of authenticity, storytelling, and relationships in driving success. The discussion explores building durable firms with a strong culture and leadership rooted in trust. Investment trends in private credit, digital infrastructure, and energy transitions are highlighted. Sedloff also addresses operational shifts, the rise of AI, and strategic insights necessary for differentiation in a competitive landscape.

Nick Bienstock, CEO and Co-Chairman of Savanna, shares his transformative journey in real estate and the strategic evolution of his firm. He opens up about the current dynamics of the New York office market post-COVID, highlighting the divide between premium and lower-quality properties. Tune in to discover how institutional investors are cautiously re-entering the space and the booming prospects in West Palm Beach, including Savanna's exciting new development. Nick’s insights on market trends and the future of urban real estate are both informative and engaging!

Jeff Feinstein, Founder and Managing Partner of Pinnacle Partners, dives into the transformative world of opportunity zone investing. From his tech roots to real estate, Jeff explains how tax policies shaped his journey. He discusses the evolution of opportunity zones, including the recent OZ 2.0 legislation, highlighting the benefits and risks involved. Jeff shares insights on constructing strong partnerships, the focus on institutional-quality multifamily developments, and the exciting possibilities in rural zones. Tune in for a deep understanding of this evolving investment landscape!

David Robertson, CEO and CIO of FrontRange Capital, shares his unique journey from the entertainment industry to real estate investment. He discusses the evolution of strategic capital, emphasizing the importance of partner alignment and integrity in achieving long-term success. Robertson also highlights how co-GP capital can accelerate operator growth and enhance returns. He reflects on the historical impact of 1990s REIT legislation and expounds on the growing role of GP stakes investing, showcasing how personal fit drives effective partnerships.

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.