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The Distribution by Juniper Square

Latest episodes

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Mar 5, 2024 • 56min

Ep. 32: What it Takes to Become a Top 25 Multifamily Investment Manager - Bob Hart - President & CEO of TruAmerica

In the podcast, Bob Hart talks about his career in real estate, founding TruAmerica, creating desirable living spaces, workforce & affordable housing, and shifts in customer preferences. He also discusses the macro-environment for housing, value creation in assets, and sustainable real estate practices.
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Feb 20, 2024 • 1h 1min

Ep. 31: The Evolution of Institutional Real Estate - Geoffrey Dohrmann - Founder, Chairman & CEO of IREI

Geoffrey Dohrmann and Brandon discuss ERISA Funds, Defined Benefits, and the potential Pension Fund crisis. They touch on the state of institutional real estate markets, valuations, and the evolution of technology in the industry. Geoff shares his perspective on transparency for investment managers and offers advice for client services professionals. They speculate on the future of institutional real estate in the financial market's eyes and IREI's plans for the next decade.
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Feb 6, 2024 • 59min

Ep. 30: Asymmetric Returns in Hospitality and Multifamily - Roman Pedan - Founder & CEO of Kasa

Roman Pedan, Founder & CEO of Kasa Living, discusses bridging computer science and real estate, building Kasa, optimizing success with owners, trends in hospitality, regulatory challenges, and operating as both multifamily and hotels.
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Jan 16, 2024 • 59min

Ep. 29: Understanding Risk, Culture, and Complexity - Mark Gabbay - Global CEO of LaSalle

Mark Gabbay is Global CEO of LaSalle, a position he assumed in January 2021. He is responsible for strategic leadership of LaSalle’s 850+ employees and oversight of the firm’s $89 billion of assets, including investment strategy and operational activities across North America, Asia Pacific, and Europe.Mark joined LaSalle in 2010 as Chief Investment Officer for Asia Pacific. In 2015, he became CEO of the region, in addition to his CIO oversight, and maintained overall responsibility for formulating and implementing LaSalle’s investment strategy across Asia Pacific, sourcing opportunities and overseeing the investment process.In this episode, Brandon and Mark discuss:Mark's experience in Asia and the influence on his careerLeadership philosophiesScaled vs. non-scaled productsWhat investors want to know todayLinks:LaSalle Investment ManagementJuniper SquareBrandon on LinkedInProvide feedback for the podcastTopics:(00:00:00) - Intro(00:01:37) - Mark’s background and career(00:19:23) - LaSalle Investment Management(00:20:50) - How did your time in Asia impact your approach to your career?(00:25:31) - Is it common to have employees investing in the GP?(00:25:57) - How have you developed your leadership style?(00:30:19) - What surprised you since taking on the role of Global CEO?(00:32:49) - Scaled vs. non-scaled products(00:32:04) - How does the current cycle compare to previous ones you’ve experienced?(00:40:19) - What are you seeing in terms of non-institutional appetite for private real estate?(00:42:39) - What do investors want to know today?(00:47:36) - Where are the real estate bright spots geographically right now?(00:50:53) - What do you tell team members who haven’t experienced a downturn?(00:53:56) - What’s top of mind for you right now in this environment?(00:55:40) - What’s something most folks don’t know about you?
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Jan 2, 2024 • 58min

Ep. 28: Building the Bridges Between Fintech and Financial Institutions - David Haber - General Partner at Andreessen Horowitz

On this episode of The Distribution, Brandon Sedloff sits down with David Haber, a General Partner at Andreessen Horowitz where he focuses on technology investments in financial services.David was previously a senior executive in Firmwide Strategy at Goldman Sachs where he helped lead partnerships, new ventures and M&A. Before joining the firm, David was the Founder and CEO of Bond Street, which aimed to transform small business lending through technology, data, and design. Bond Street was acquired by Goldman Sachs in October 2017 as part of the firm’s digital finance business. Previously, David was a venture investor at Spark Capital and a founding associate of Locus Analytics, a start-up asset management firm.Links:a16z.com Juniper SquareBrandon on LinkedInProvide feedback for the podcastTopics:(00:00:00) - Intro(00:01:29) - David’s background and career(00:12:38) - Moving from entrepreneurship to a large organization(00:17:14) - What was the thinking behind making the jump from Goldman Sachs to a16z?(00:20:52) - The intersection of entrepreneurship and enterprise value company building(00:27:56) - David’s experience as a venture investor(00:29:42) - Defining Fintech(00:33:01) - How are you adding value to partners?(00:36:21) - What areas of Fintech are you most excited about?(00:38:56) - Thoughts on generative AI(00:41:47) - How are you gauging risk when underwriting an AI investment?(00:45:20) - Developing an investment thesis(00:47:36) - What are you excited about over the next 12 months?The views expressed here are those of the individual personnel quoted and are not the views of a16z or its affiliates. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors and may not under any circumstances be relied upon when making a decision to invest in any a16z funds. PLEASE SEE MORE HERE: https://a16z.com/disclosures/ 
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7 snips
Dec 19, 2023 • 49min

Ep. 27 : The Changing Dynamic of the Housing Market - John Burns - Founder & CEO of JBREC

In this episode, John Burns, founder and CEO of John Burns Research and Consulting, discusses the evolution of the single-family rental housing market, the impact of institutionalization on the industry, and the state of the new-home market. They also touch on consumer demand, leading indicators for the housing market, the rising interest rates, achieving affordability in housing, and predictions for the market in the next 12 months.
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8 snips
Dec 5, 2023 • 57min

Ep. 26: Learning the Lessons of Each Cycle - Jeff Giller - Head of Real Estate at StepStone Group

Jeff Giller, Head of StepStone Real Estate, discusses career lessons from downturns, co-mingling advisory and investment management, LP secondaries, forming investment theses, and anticipating changes in the real estate market in a conversation with Brandon Sedloff on The Distribution by Juniper Square.
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Nov 21, 2023 • 55min

Ep. 25: A Dutch Investor's Perspective on the Case for North America Real Estate - Bert van den Hoek - Senior Portfolio Manager: North American Investments at Bouwinvest

Bert van den Hoek, Senior Portfolio Manager at Bouwinvest, discusses the importance of relationship-building in real estate, investments in life sciences and data centers, and a sustainable investing model. Topics include his investment philosophy, strategies in Europe and Asia, finding great managers, and predictions for the market over the next 24 months.
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11 snips
Nov 7, 2023 • 1h 11min

Ep. 24: Survive to '25: An Economist's View of the CRE Industry - Sabina Reeves - Chief Economist at CBRE

Sabina Reeves, Chief Economist & Head of Insights & Intelligence for CBRE Investment Management, discusses the impact of AI in the commercial real estate industry, geopolitical issues affecting CRE, demographic shifts, macroeconomic environments, US consumer debt, trends in asset classes, and the future of CRE and infrastructure technology.
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Oct 17, 2023 • 1h 1min

Ep. 23: Delivering meaningful digital solutions at scale - Ilene Goldfine, Chief Digital Strategy Officer @ Hines

In this episode of ​​The Distribution by Juniper Square, Brandon Sedloff spoke with Ilene Goldfine, Chief Digital Strategy Officer at Hines, one of the largest privately held real estate investors and managers in the world. In her role, Ilene is responsible for new digital strategy initiatives throughout the company, using technology and data to empower employees, engage clients and partners, optimize operations and transform their products and services.During their conversation, the two discussed:How technology is evolving to solve more meaningful problemsThe four pillars of Hines’ data strategyHow data warehousing can change the real estate industryLinks:Ilene on LinkedInHinesProvide feedback for the podcastTopics:(00:00:00) Intro(00:01:44) Ilene’s background and role at Hines(00:09:26) What does the organization look like today?(00:10:46) Who is the primary client you build for?(00:13:41) What makes Hines such a special place?(00:19:22) Defining Proptech(00:24:28) What pain points are you trying to solve for the end user?(00:29:53) What does the infrastructure of a data organization look like?(00:42:06) How do you think about change management?(00:49:02) Diversity of Thought(00:54:42) What are your thoughts on the market?

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