Owen Thomas is the Chairman and CEO of BXP. He served as the first Chairman at Lehman from 2012 until 2013 when he joined BXP. Before Lehman, Mr. Thomas was with Morgan Stanley for 24 years serving in several different roles, business units, and locations, including Chief Executive Officer of Morgan Stanley Asia and Chairman of Mitsubishi UFJ Morgan Stanley Securities, while living in Hong Kong from 2008 until 2011. He also held the roles of President of Morgan Stanley Investment Management and head of Morgan Stanley Real Estate and served on Morgan Stanley’s Management Committee from 2005 until 2011.Links:BXP - https://www.bxp.com/Owen on LinkedIn - https://www.linkedin.com/in/owen-thomas-4012a640/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:31) - Owen’s background and career(00:24:00) - Where are we today in the office market?(00:29:52) - What do WFH/WFO policy talks look like with tenants?(00:37:05) - What makes something a “premiere” asset?(00:43:43) - What is your role in the economic health of a city?(00:48:01) - What’s your involvement with affordable housing? (00:50:17) - What’s your take on the overall health of the innovation sector as it rebounds?(00:53:39) - How do you think about sustainability in the office environment?

Randy is the Chairman of Green Courte and The Parking Spot, Green Courte’s near-airport parking portfolio operating company. Randy is also a co-founder and former Chairman of Transwestern Investment Company, LLC, and former Chairman and Director of Transwestern Commercial Services, LLC. Randy was also Chairman and Chief Executive Officer of Hometown America, LLC, a large owner of manufactured housing communities. Links:Green Courte Partners - https://greencourtepartners.com/Randy on LinkedIn - https://www.linkedin.com/in/randy-rowe-4822b812/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:14) - Randy’s background and career(00:10:17) - What was it like working for Sam Zell?(00:13:42) - How do you think about the evolution of the market over the course of your career?(00:24:13) - What led you to make the jump to Transwestern?(00:27:29) - Why didn’t the Rockefeller Center deal not work out?(00:29:56) - Building Transwestern(00:34:00) - Starting Green Courte Partners(00:41:28) - What is a covered land play?(00:42:51) - How do you think about transforming capital allocations from niche sectors into alternatives?(00:49:26) - What’s the size of your organization today?(00:52:02) - What trends are you tracking right now?(00:58:16) - Closing advice

Matt Kaplan, Managing Partner of Almanac Realty Investors, discusses the evolution of platform investing in real estate, the importance of partnerships, and the impact of private wealth on the industry. He shares insights on governance, GP selection, and future market trends.

Meghan Reynolds, Partner at Altimeter Capital Management, discusses her finance journey from Goldman Sachs to TPG and Altimeter. She shares insights on essentialism in investment management, investors' preferences, and the impact of technology on investments. Reynolds gives advice for women entering the finance field and reflects on the role of social media like Twitter in professional identity.

Ryan is Co-CEO and Co-Founder and provides strategic direction and oversees capital sourcing for Graceada Partners’ portfolio. He serves on Graceada Partners’ investment committee and focuses on strategic capital relationships, leading Graceada Partners’ sponsorship of three real estate funds and prior syndications.Links:Graceada Partners - https://www.graceadapartners.com/Ryan on LinkedIn - https://www.linkedin.com/in/ryan-swehla/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:18) - Ryan’s career and background(00:11:20) - Starting a business amid the GFC(00:16:11) - What does your business look like today?(00:20:02) - What is your strategy?(00:23:36) - Why wouldn’t any institutional manager be able to follow your strategy?(00:26:34) - What does the infrastructure of your business look like?(00:28:10) - What’s been most surprising about these markets you operate in?(00:31:57) - Following the In-N-Out Strategy(00:34:53) - What does your addressable market look like?(00:37:23) - What are the economics your teams are seeing in the markets you operate in?(00:39:25) - What’s the secret behind being a first-mover in these markets?(00:43:52) - What have you learned as an emerging manager in institutional investment management?(00:46:52) - What are your top business priorities going forward?

Deborah Smith, CEO of The CenterCap Group, discusses real estate market trends, the importance of storytelling in business, and the evolution of investment management. Topics include standing out with a 'good story', principles for seeking capital partners, drivers of enterprise value, and trends in acquisitions and capital providers.

Wes Fuller is the Chief Investment Officer at Greystar and leads the company’s Investment Management business, including Fund Management, Portfolio and Asset Management, and the Greystar Investor Relations team. Wes serves as a member of the Greystar Investment Committee and Executive Committee.  Wes maintains management oversight of the company’s Investment Management business, which focuses on investments in rental housing in the United States, Europe, Asia-Pacific, and South America regions through a series of investment vehicles with institutional clients. Under Wes’s leadership, the company began investing in international markets in 2013, including significant investments in the United Kingdom, the Netherlands, Spain, Germany, Austria, France, Ireland, Mexico, Chile, Brazil, Australia, China, and Japan. The company’s robust institutional investment management platform has a global presence in 146 strategic markets.We discuss:Wes' career arc with GreystarLearnings from Bob FaithDefining Greystar's "Living" approach to assetsTrends in multifamily, office and other asset classesLinks:GreystarWes on LinkedInJuniper SquareBrandon on LinkedInTopics:(00:00:00) - Intro(00:01:10) - Wes’ background and career with Greystar(00:14:08) - Learnings from Bob Faith(00:16:48) - How did you define your identity as an investment manager?(00:19:07) - Why were international investors so interested in housing and multifamily after the GFC?(00:23:27) - What does Greystar’s business look like today?(00:27:48) - How do you differentiate between multifamily and ‘living’?(00:33:34) - Greystar’s logistics program(00:35:22) - What are some big trends you’re seeing right now?(00:45:53) - What were the most noticeable trends you saw during COVID-19 and what are you anticipating for urbanization?

Carly Tripp, Global Chief Investment Officer at Nuveen Real Estate, discusses market problems, Nuveen's shift from office to housing pre-covid, core drivers in regions, leaning into US sectors like affordable housing, industrial impact on retail, and future technological impacts on real estate.

Peter Braffman, Managing Director at GCM Grosvenor, discusses investment strategies, defining emerging managers, stakes investing, and creating enterprise value in institutional asset management. He also shares insights on GCM's investing strategy, advice for investors, niche asset classes, and scaling strategies in real estate investing.

Greg Friedman, CEO of Peachtree Group, discusses his upbringing, building Peachtree, and the evolution of the investment team. Topics include CPACE financing, hospitality industry focus, and investor questions. The conversation highlights Greg's journey in real estate, diversified investment strategies, and market insights in the hospitality sector.