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.

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. 

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?

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 Greystar Learnings from Bob Faith Defining Greystar's "Living" approach to assets Trends in multifamily, office and other asset classes Links: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?